diff --git a/.devcontainer/Dockerfile b/.devcontainer/Dockerfile
index 42f93fa..997ede6 100644
--- a/.devcontainer/Dockerfile
+++ b/.devcontainer/Dockerfile
@@ -1,54 +1,50 @@
-FROM library/python:3.12-bullseye
+FROM library/python:3.12-bookworm
 
 ARG USER=vscode
 ARG USER_UID=1000
 ARG USER_GID=1000
-
 ARG DEBIAN_FRONTEND=noninteractive
 
-# Install system dependencies in a single layer
+# Base CLI tooling (sudo, git, ripgrep/fd for editors, etc.).
 RUN apt update && apt install -y --no-install-recommends \
-    sudo jq vim curl\
-    && apt autoremove -y \
+      sudo jq vim curl bash-completion \
+      ripgrep fd-find git make unzip \
     && rm -rf /var/lib/apt/lists/*
 
-# Create the user and grant sudo privileges
-RUN useradd -m -s /bin/bash ${USER} \
+# Passwordless-sudo dev user (UID/GID injected from the host via compose).
+RUN useradd -m -s /bin/bash -u ${USER_UID} ${USER} \
     && echo "${USER} ALL=(ALL) NOPASSWD: ALL" >/etc/sudoers.d/${USER} \
     && chmod 0440 /etc/sudoers.d/${USER}
 
-# Install Node.js 22 (from NodeSource)
+# Node 22 (NodeSource).
 RUN curl -fsSL https://deb.nodesource.com/setup_22.x | bash - \
-    && apt install -y nodejs \
-    && node -v \
-    && npm -v
+    && apt install -y nodejs
 
-# # Install aws
-# RUN curl "https://awscli.amazonaws.com/awscli-exe-linux-x86_64.zip" -o "awscliv2.zip"
-# RUN unzip awscliv2.zip
-# RUN ./aws/install
+# GitHub CLI — used by the postCreate skill installer to authenticate against
+# private Hestia-Homes repos via the host's mounted ~/.config/gh.
+RUN curl -fsSL https://cli.github.com/packages/githubcli-archive-keyring.gpg \
+      | dd of=/usr/share/keyrings/githubcli-archive-keyring.gpg \
+    && chmod go+r /usr/share/keyrings/githubcli-archive-keyring.gpg \
+    && echo "deb [arch=$(dpkg --print-architecture) signed-by=/usr/share/keyrings/githubcli-archive-keyring.gpg] https://cli.github.com/packages stable main" \
+      > /etc/apt/sources.list.d/github-cli.list \
+    && apt update && apt install -y gh \
+    && rm -rf /var/lib/apt/lists/*
 
-# # Install terraform
-# RUN apt-get update && sudo apt-get install -y gnupg software-properties-common
-# RUN wget -O- https://apt.releases.hashicorp.com/gpg | \
-# gpg --dearmor | \
-# sudo tee /usr/share/keyrings/hashicorp-archive-keyring.gpg > /dev/null
-# RUN echo "deb [signed-by=/usr/share/keyrings/hashicorp-archive-keyring.gpg] \
-# https://apt.releases.hashicorp.com $(lsb_release -cs) main" | \
-# tee /etc/apt/sources.list.d/hashicorp.list
-# RUN apt update
-# RUN apt-get install terraform
-# RUN terraform -install-autocomplete
+# Download Neovim (latest release tarball from GitHub) and symlink onto PATH.
+RUN curl -fsSL https://github.com/neovim/neovim/releases/latest/download/nvim-linux-x86_64.tar.gz \
+      | tar -xz -C /opt \
+    && ln -s /opt/nvim-linux-x86_64/bin/nvim /usr/local/bin/nvim
 
-# Install Claude
 USER ${USER}
-RUN curl -fsSL https://claude.ai/install.sh | bash \
-    && export PATH="/home/${USER}/.local/bin:${PATH}" \
-    && claude plugin marketplace add JuliusBrussee/caveman \
-    && claude plugin install caveman@caveman
-ENV PATH="/home/vscode/.local/bin:${PATH}"
+
+# LazyVim starter config (.git stripped so the user owns the files).
+RUN git clone https://github.com/LazyVim/starter /home/${USER}/.config/nvim \
+    && rm -rf /home/${USER}/.config/nvim/.git
+
+# Download + install Claude Code CLI (installs to ~/.local/bin).
+RUN curl -fsSL https://claude.ai/install.sh | bash
+ENV PATH="/home/${USER}/.local/bin:${PATH}"
+
 USER root
 
-
-# Set the working directory
-WORKDIR /workspaces/assessment-model
\ No newline at end of file
+WORKDIR /workspaces/assessment-model
diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json
index 36d8b4d..be7d2bc 100644
--- a/.devcontainer/devcontainer.json
+++ b/.devcontainer/devcontainer.json
@@ -4,13 +4,24 @@
   "service": "frontend",
   "remoteUser": "vscode",
   "workspaceFolder": "/workspaces/assessment-model",
-  "postStartCommand": "bash .devcontainer/post-install.sh",
-  "forwardPorts": [3000], # For vscode
-  "appPort": ["3000:3000"], # For devcontainer shell
+
+  // Host preflight: ensure GitHub auth exists before we try to build.
+  // Either ~/.config/gh (from `gh auth login`) or a GITHUB_TOKEN env var.
+  "initializeCommand": "test -d \"$HOME/.config/gh\" || test -n \"$GITHUB_TOKEN\" || { echo >&2 'error: no GitHub auth found. Run `gh auth login && gh auth setup-git` on the host, or export GITHUB_TOKEN, then retry.'; exit 1; }",
+
+  // Install Domna's curated skill set (pinned to 0.0.5) into this workspace,
+  // then install npm deps. `gh repo clone` handles private-repo auth using
+  // the mounted host ~/.config/gh.
+  "postCreateCommand": "gh repo clone Hestia-Homes/agentic-toolkit /tmp/agentic-toolkit -- --branch 0.0.5 --depth 1 && bash /tmp/agentic-toolkit/setup.sh && npm install",
+
+  "forwardPorts": [3000],
+  "appPort": ["3000:3000"],
+
   "mounts": [
     // Optional, just makes getting from Downloads (local env) easier
     "source=${localEnv:HOME},target=/workspaces/home,type=bind"
   ],
+
   "customizations": {
     "vscode": {
       "settings": {
diff --git a/.devcontainer/docker-compose.yml b/.devcontainer/docker-compose.yml
index 1c8e315..296beb9 100644
--- a/.devcontainer/docker-compose.yml
+++ b/.devcontainer/docker-compose.yml
@@ -3,6 +3,7 @@ services:
     build:
       context: ..
       dockerfile: .devcontainer/Dockerfile
+      # Match host UID/GID so files written in the container aren't root-owned.
       args:
         USER_UID: ${UID:-1000}
         USER_GID: ${GID:-1000}
@@ -11,8 +12,18 @@ services:
       - "3000:3000"
     volumes:
       - ..:/workspaces/assessment-model
+      - ~/.gitconfig:/home/vscode/.gitconfig
+      # GitHub CLI auth from host (created by `gh auth login`). Used by the
+      # postCreate skill installer to clone private Hestia-Homes repos.
+      - ~/.config/gh:/home/vscode/.config/gh:ro
+    environment:
+      # Host SSH agent — for `git push` etc. inside the container.
+      - SSH_AUTH_SOCK=${SSH_AUTH_SOCK:-}
+      # Fallback HTTPS auth if ~/.config/gh isn't present on the host.
+      - GITHUB_TOKEN=${GITHUB_TOKEN:-}
     networks:
       - frontend-net
+      - shared-dev
 
   pgadmin:
     image: dpage/pgadmin4
@@ -28,3 +39,6 @@ services:
 networks:
   frontend-net:
     driver: bridge
+  shared-dev:
+    external: true
+    name: shared-dev
diff --git a/.devcontainer/post-install.sh b/.devcontainer/post-install.sh
deleted file mode 100644
index c847f6d..0000000
--- a/.devcontainer/post-install.sh
+++ /dev/null
@@ -1 +0,0 @@
-npm install;
diff --git a/.github/workflows/nextjs-build.yml b/.github/workflows/nextjs-build.yml
index d87d0c9..adc233e 100644
--- a/.github/workflows/nextjs-build.yml
+++ b/.github/workflows/nextjs-build.yml
@@ -1,11 +1,12 @@
-name: Next.js Build Check
+name: Test Suite
 
 on:
   push:
     branches:
-      - "**" # all branches
+      - "**"
+
 jobs:
-  build:
+  unit-tests:
     runs-on: ubuntu-latest
 
     steps:
@@ -21,5 +22,5 @@ jobs:
       - name: Install dependencies
         run: npm ci
 
-      - name: Build Next.js app
-        run: npm run build
+      - name: Run unit tests
+        run: npm test
diff --git a/.gitignore b/.gitignore
index 6fcf0a3..df17244 100644
--- a/.gitignore
+++ b/.gitignore
@@ -37,3 +37,7 @@ cypress.env.json
 # typescript
 *.tsbuildinfo
 next-env.d.ts
+
+backlog/**
+
+docs/adr/**
diff --git a/CLAUDE.md b/CLAUDE.md
new file mode 100644
index 0000000..5fd0594
--- /dev/null
+++ b/CLAUDE.md
@@ -0,0 +1,16 @@
+# Claude guidance for this project
+
+## Project conventions
+
+- **Domain language lives in [`CONTEXT.md`](./CONTEXT.md).** Read it before naming or discussing BulkUpload, Portfolio, Property, etc. concepts.
+- **Architectural decisions live in [`docs/adr/`](./docs/adr/).** Read existing ADRs before proposing changes that touch state machines or core flows. Write a new ADR for any decision that's hard to reverse, surprising without context, and the result of a real trade-off.
+
+## React
+
+- **Avoid `useEffect` and `useMemo`.** Derive values inline, prefer Server Components + Route Handlers, prefer event handlers. If a hook is genuinely the only option, flag it and ask before using it.
+- **Use TanStack Query (`@tanstack/react-query`), not raw `fetch`, for client-side HTTP.** Reads use `useQuery`; writes use `useMutation`. This project is on **v4** — note that `refetchInterval`'s callback signature is `(data, query)`, not v5's `(query)`.
+
+## Next.js 15 route handlers
+
+- `params` is a `Promise` — type as `{ params: Promise<{ ... }> }` and `await params` before destructuring.
+- Error responses use `{ error: string }` consistently. Don't drift to `{ msg }` or other shapes.
diff --git a/CONTEXT.md b/CONTEXT.md
new file mode 100644
index 0000000..4a95696
--- /dev/null
+++ b/CONTEXT.md
@@ -0,0 +1,73 @@
+# Context
+
+This document captures the domain language used in this project. Terms here are the **canonical** ones — when more than one word exists for a concept, we pick one and treat the others as aliases to avoid.
+
+This file grows as terms are resolved during design conversations. Concepts that haven't been examined yet are not listed.
+
+## Language
+
+### Bulk upload
+
+**BulkUpload**:
+A user-supplied spreadsheet of addresses for a Portfolio, transformed and matched to UPRNs before being inserted as Properties. Has an explicit lifecycle from upload through finalisation.
+_Avoid_: import, batch, file upload, ingest
+
+**ColumnMapping**:
+The user's declaration of which spreadsheet column means what (e.g. column "Property Address" means `address_1`). Stored as JSON on the BulkUpload row.
+_Avoid_: schema, header map, field mapping
+
+**UPRN**:
+Unique Property Reference Number — the UK national identifier for an address. Address matching attaches a UPRN to each row where possible.
+
+**Address matching**:
+The pipeline stage that splits the source file by postcode, looks up UPRNs, and produces matched-address output. Triggered via FastAPI.
+_Avoid_: postcode lookup, address resolution, address lookup
+
+**Combiner**:
+The pipeline stage that aggregates the per-postcode address-matching outputs into a single combined CSV in S3, ready for review.
+_Avoid_: aggregator, merger
+
+**Finalise**:
+The terminal action that reads the combiner output, inserts rows as Properties on the Portfolio, and decides whether the BulkUpload needs further review.
+_Avoid_: import, commit, ingest
+
+## Lifecycle
+
+A **BulkUpload** moves through these statuses:
+
+```
+ready_for_processing
+  → mapping_complete         (user submits ColumnMapping; Next.js writes)
+    → processing             (Address matching triggered; Next.js writes)
+      → combining            (Combiner stage running; FastAPI writes directly)
+        → awaiting_review    (Combiner output in S3; FastAPI writes directly)
+          → complete         (Finalise succeeded; Next.js writes)
+          → failed           (FastAPI reports in-flight failure — schema only, not yet wired)
+```
+
+`complete` and `failed` are terminal.
+
+Re-mapping (PATCHing `columnMapping`) is legal only in `ready_for_processing` and `mapping_complete`. Any later state rejects with 409.
+
+**Two writers**: Next.js owns transitions out of `mapping_complete`, into `processing`, and the terminal Finalise outcomes. FastAPI owns `combining` and `awaiting_review` — writing them direct to the DB during the combiner run. The BulkUpload aggregate observes both.
+
+See [ADR-0001](./docs/adr/0001-bulk-upload-state-machine.md) for the deliberate "not yet" decisions baked into this lifecycle.
+
+## Relationships
+
+- A **Portfolio** has many **BulkUploads**.
+- A **BulkUpload** produces zero or more **Properties** when finalised.
+- A **BulkUpload** has at most one **Task** (the orchestration handle for the FastAPI pipeline run); a Task has many **SubTasks** (one per pipeline stage: address matching, combiner).
+
+## Example dialogue
+
+> **Dev:** "If the **Combiner** finishes but the user hasn't clicked Finalise, what does the user see?"
+> **Domain expert:** "The BulkUpload sits in `awaiting_review`. The frontend polls and shows a 'review and confirm' button. Nothing's been written to **Properties** yet."
+>
+> **Dev:** "And if **Finalise** runs and 30% of rows have no **UPRN**?"
+> **Domain expert:** "Those still get imported as **Properties** — just without a UPRN — and the BulkUpload moves to `complete`. Manual cleanup happens later in the property table."
+
+## Flagged ambiguities
+
+- "Upload" is used in the codebase to mean both the file-on-S3 and the BulkUpload row. We standardise on **BulkUpload** for the row; the file is just "the source file."
+- "Onboarding" appears in some route paths (`bulk_onboarding_inputs/...`) but isn't part of this glossary — we use **BulkUpload** end-to-end.
diff --git a/cypress/e2e/live-tracking/domna-survey.cy.js b/cypress/e2e/live-tracking/domna-survey.cy.js
new file mode 100644
index 0000000..554fa8c
--- /dev/null
+++ b/cypress/e2e/live-tracking/domna-survey.cy.js
@@ -0,0 +1,102 @@
+/**
+ * Live Tracking — Domna Survey editor (issue #256)
+ *
+ * Verifies the approver flow on the Domna section of the property detail
+ * drawer:
+ *   1. an approver can set a Domna survey type (free text) and date and
+ *      save them,
+ *   2. the drawer reflects the saved values immediately (optimistic
+ *      update),
+ *   3. the values persist across a page reload (i.e. the deal-properties
+ *      endpoint wrote them server-side).
+ *
+ * Mirrors `halted-state.cy.js`. Assumes an authenticated approver session
+ * is reusable by the test harness; the target portfolio + a deal whose
+ * Domna section is editable by the current user are read from Cypress
+ * env vars so the spec stays portable.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+const TARGET_DEAL_NAME = Cypress.env("LIVE_DOMNA_DEAL_NAME");
+
+const SURVEY_TYPE = "Standard";
+const SURVEY_DATE = "2025-07-15";
+
+describe("Domna survey editor — approver flow", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  function openDrawerForTargetDeal() {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+
+    // Switch to the Measures tab — the easiest way into the drawer.
+    cy.contains("button, [role=tab]", "Measures").click();
+
+    if (TARGET_DEAL_NAME) {
+      cy.contains("[data-testid=measures-row]", TARGET_DEAL_NAME).click();
+    } else {
+      cy.get("[data-testid=measures-row]").first().click();
+    }
+
+    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+    // Navigate to Survey & Admin tab (drawer opens on Works tab from Measures row click).
+    cy.get("[data-testid=drawer-tab-survey-admin]").click();
+    cy.get("[data-testid=drawer-section-domna]").should("exist");
+  }
+
+  it("lets an approver set domna survey type + date and persists them across reload", () => {
+    openDrawerForTargetDeal();
+
+    // Approver sees editable inputs.
+    cy.get("[data-testid=domna-survey-type-input]").should("be.visible");
+    cy.get("[data-testid=domna-survey-date-input]").should("be.visible");
+
+    cy.get("[data-testid=domna-survey-type-input]")
+      .clear()
+      .type(SURVEY_TYPE);
+    cy.get("[data-testid=domna-survey-date-input]")
+      .clear()
+      .type(SURVEY_DATE);
+
+    cy.get("[data-testid=domna-save-button]")
+      .should("not.be.disabled")
+      .click();
+
+    // Save completes — button label flips back, no error banner.
+    cy.get("[data-testid=domna-save-button]").should(
+      "contain.text",
+      "Save Domna Survey",
+    );
+    cy.get("[data-testid=domna-error]").should("not.exist");
+
+    // Optimistic update — the inputs already reflect the new values.
+    cy.get("[data-testid=domna-survey-type-input]").should(
+      "have.value",
+      SURVEY_TYPE,
+    );
+    cy.get("[data-testid=domna-survey-date-input]").should(
+      "have.value",
+      SURVEY_DATE,
+    );
+
+    // Reload the page and reopen the drawer — the persisted values must
+    // still be there.
+    cy.reload();
+    openDrawerForTargetDeal();
+
+    cy.get("[data-testid=domna-survey-type-input]").should(
+      "have.value",
+      SURVEY_TYPE,
+    );
+    cy.get("[data-testid=domna-survey-date-input]").should(
+      "have.value",
+      SURVEY_DATE,
+    );
+  });
+});
diff --git a/cypress/e2e/live-tracking/halted-state.cy.js b/cypress/e2e/live-tracking/halted-state.cy.js
new file mode 100644
index 0000000..89066d2
--- /dev/null
+++ b/cypress/e2e/live-tracking/halted-state.cy.js
@@ -0,0 +1,109 @@
+/**
+ * Live Tracking — Halted state editor (issue #255)
+ *
+ * Verifies the approver flow on the Halted section of the property detail
+ * drawer:
+ *   1. an approver can set a halted date + free-text reason and save them,
+ *   2. the drawer reflects the halted state (badge + persisted values),
+ *   3. clicking Resume clears the date but keeps the reason as the
+ *      last-set value, both in the input and after a reload.
+ *
+ * Mirrors `pibi-dates.cy.js`. Assumes an authenticated approver session
+ * is reusable by the test harness; the target portfolio + a deal whose
+ * Halted section is editable by the current user are read from Cypress
+ * env vars so the spec stays portable.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+const TARGET_DEAL_NAME = Cypress.env("LIVE_HALTED_DEAL_NAME");
+
+const HALTED_DATE = "2025-06-01";
+const HALTED_REASON = "Awaiting roof access from landlord";
+
+describe("Halted state editor — approver flow", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  function openDrawerForTargetDeal() {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+
+    // Switch to the Measures tab — the easiest way into the drawer.
+    cy.contains("button, [role=tab]", "Measures").click();
+
+    if (TARGET_DEAL_NAME) {
+      cy.contains("[data-testid=measures-row]", TARGET_DEAL_NAME).click();
+    } else {
+      cy.get("[data-testid=measures-row]").first().click();
+    }
+
+    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+    // Navigate to Survey & Admin tab (drawer opens on Works tab from Measures row click).
+    cy.get("[data-testid=drawer-tab-survey-admin]").click();
+    cy.get("[data-testid=drawer-section-halted]").should("exist");
+  }
+
+  it("lets an approver halt a property and resume it while preserving the reason", () => {
+    openDrawerForTargetDeal();
+
+    // Approver sees editable inputs.
+    cy.get("[data-testid=halted-date-input]").should("be.visible");
+    cy.get("[data-testid=halted-reason-input]").should("be.visible");
+
+    // Set halted date + reason.
+    cy.get("[data-testid=halted-date-input]").clear().type(HALTED_DATE);
+    cy.get("[data-testid=halted-reason-input]")
+      .clear()
+      .type(HALTED_REASON);
+
+    cy.get("[data-testid=halted-save-button]")
+      .should("not.be.disabled")
+      .click();
+
+    // Save completes — button label flips back, no error banner.
+    cy.get("[data-testid=halted-save-button]").should(
+      "contain.text",
+      "Save Halted State",
+    );
+    cy.get("[data-testid=halted-error]").should("not.exist");
+
+    // Drawer reflects halted state via the status badge + persisted values.
+    cy.get("[data-testid=halted-status-badge]").should("contain.text", "Halted");
+    cy.get("[data-testid=halted-date-input]").should("have.value", HALTED_DATE);
+    cy.get("[data-testid=halted-reason-input]").should(
+      "have.value",
+      HALTED_REASON,
+    );
+
+    // Now resume — date clears, reason stays.
+    cy.get("[data-testid=halted-resume-button]")
+      .should("be.visible")
+      .click();
+
+    // Once resumed the badge + resume button disappear, but the reason is
+    // still visible in the textarea.
+    cy.get("[data-testid=halted-status-badge]").should("not.exist");
+    cy.get("[data-testid=halted-resume-button]").should("not.exist");
+    cy.get("[data-testid=halted-date-input]").should("have.value", "");
+    cy.get("[data-testid=halted-reason-input]").should(
+      "have.value",
+      HALTED_REASON,
+    );
+
+    // Reload the page — the cleared date and preserved reason persist
+    // server-side.
+    cy.reload();
+    openDrawerForTargetDeal();
+
+    cy.get("[data-testid=halted-date-input]").should("have.value", "");
+    cy.get("[data-testid=halted-reason-input]").should(
+      "have.value",
+      HALTED_REASON,
+    );
+  });
+});
diff --git a/cypress/e2e/live-tracking/instruct-measure.cy.js b/cypress/e2e/live-tracking/instruct-measure.cy.js
new file mode 100644
index 0000000..e633963
--- /dev/null
+++ b/cypress/e2e/live-tracking/instruct-measure.cy.js
@@ -0,0 +1,93 @@
+/**
+ * Live Tracking — Instruct measure flow (issue #253)
+ *
+ * Verifies the approver flow for instructing a measure that the
+ * coordinator did not propose:
+ *   1. the approver opens the property drawer at the Measures section,
+ *   2. picks a measure from the canonical catalogue dropdown and submits,
+ *   3. the drawer reflects the new instructed measure (optimistic chip),
+ *   4. the POST hits the instructed-measures route which pushes
+ *      `instructed_measures` back to HubSpot,
+ *   5. the approval log surface shows a row for the new approval.
+ *
+ * Mirrors `halted-state.cy.js` / `domna-survey.cy.js`. The spec uses
+ * `cy.intercept` so the HubSpot push side-effect is observable without a
+ * real CRM round-trip.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+const TARGET_DEAL_NAME = Cypress.env("LIVE_INSTRUCT_DEAL_NAME");
+const INSTRUCT_MEASURE = "Loft insulation";
+
+describe("Instruct measure — approver flow", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  function openDrawerForTargetDeal() {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+
+    // Switch to the Measures tab — the easiest way into the drawer at the
+    // Measures section.
+    cy.contains("button, [role=tab]", "Measures").click();
+
+    if (TARGET_DEAL_NAME) {
+      cy.contains("[data-testid=measures-row]", TARGET_DEAL_NAME).click();
+    } else {
+      cy.get("[data-testid=measures-row]").first().click();
+    }
+
+    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+    cy.get("[data-testid=drawer-section-measures]").should("exist");
+  }
+
+  it("lets an approver instruct a measure and reflects it in the drawer + approval log", () => {
+    // Capture the API call so we can assert the payload that would be
+    // pushed to HubSpot under `instructed_measures`.
+    cy.intercept(
+      "POST",
+      `/api/portfolio/*/instructed-measures`,
+    ).as("instructMeasure");
+
+    openDrawerForTargetDeal();
+
+    // Approver-only form is visible at the bottom of the Measures section.
+    cy.get("[data-testid=instruct-measure-select]").should("be.visible");
+
+    cy.get("[data-testid=instruct-measure-select]").select(INSTRUCT_MEASURE);
+    cy.get("[data-testid=instruct-measure-submit]")
+      .should("not.be.disabled")
+      .click();
+
+    // Wait for the POST to land and assert the body shape that the
+    // service uses to drive the HubSpot push.
+    cy.wait("@instructMeasure").then((intercepted) => {
+      expect(intercepted.request.body).to.deep.include({
+        measureName: INSTRUCT_MEASURE,
+      });
+      // Response from our route signals the HubSpot sync outcome — it is
+      // either "ok" (mock recorded the push) or "failed" (network error).
+      // We accept either here so the spec stays portable across envs.
+      expect(intercepted.response.statusCode).to.be.oneOf([200, 201]);
+      expect(intercepted.response.body).to.have.property("ok", true);
+      expect(intercepted.response.body).to.have.property("hubspotSync");
+    });
+
+    // Drawer reflects the instructed measure as an optimistic chip.
+    cy.get("[data-testid=instructed-measures-list]").should("be.visible");
+    cy.get("[data-testid=instructed-measure-chip]")
+      .should("contain.text", INSTRUCT_MEASURE);
+
+    // No error banner.
+    cy.get("[data-testid=instruct-measure-error]").should("not.exist");
+
+    // Approval log section reveals the new approval row when expanded.
+    cy.contains("Approval Log").click();
+    cy.contains(INSTRUCT_MEASURE).should("exist");
+  });
+});
diff --git a/cypress/e2e/live-tracking/measure-approval-drawer.cy.js b/cypress/e2e/live-tracking/measure-approval-drawer.cy.js
new file mode 100644
index 0000000..0e25867
--- /dev/null
+++ b/cypress/e2e/live-tracking/measure-approval-drawer.cy.js
@@ -0,0 +1,172 @@
+/**
+ * Live Tracking — Measure approval drawer (Works tab)
+ *
+ * Verifies the approver flow for approving/unapproving proposed measures
+ * directly from the Works tab of the PropertyDetailDrawer:
+ *   1. The approver opens the Works tab and sees measure chips.
+ *   2. The approver toggles a measure, clicks "Review & Save".
+ *   3. The ApprovalConfirmDialog appears — the user types "approve".
+ *   4. POST fires to /api/portfolio/*/approvals with the correct payload.
+ *
+ * Mirrors the same structure as `pibi-measures.cy.js`.
+ * Uses `cy.intercept` to observe the API call without a real CRM round-trip.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+const TARGET_DEAL_NAME = Cypress.env("LIVE_APPROVAL_DEAL_NAME");
+
+describe("Measure approval drawer — Works tab approver flow", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  function openDrawerAtWorksTab() {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+
+    // Open a property row from the Measures table to get the detail drawer.
+    cy.contains("button, [role=tab]", "Measures").click();
+
+    if (TARGET_DEAL_NAME) {
+      cy.contains("[data-testid=measures-row]", TARGET_DEAL_NAME).click();
+    } else {
+      cy.get("[data-testid=measures-row]").first().click();
+    }
+
+    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+
+    // The drawer opens on the Works tab from a Measures row click — verify.
+    cy.get("[data-testid=drawer-tab-panel-works]").should("be.visible");
+    cy.get("[data-testid=drawer-section-measures]").should("exist");
+  }
+
+  it("fetches approved measures and shows chips in the Works tab for approvers", () => {
+    // Stub the GET so we control the initial state.
+    cy.intercept("GET", `/api/portfolio/*/pibi-measures*`, {
+      body: {
+        pibiMeasures: [],
+        approvedMeasures: ["ASHP", "Solar PV"],
+        instructedMeasures: [],
+      },
+    }).as("getMeasures");
+
+    openDrawerAtWorksTab();
+
+    cy.wait("@getMeasures");
+
+    // Chip container should be visible.
+    cy.get("[data-testid=measure-approval-chips]").should("be.visible");
+
+    // ASHP and Solar PV should be shown as approved (checked).
+    cy.get("[data-testid=measure-approval-checkbox-ASHP]").should("be.checked");
+    cy.get("[data-testid='measure-approval-checkbox-Solar PV']").should(
+      "be.checked",
+    );
+  });
+
+  it("lets an approver toggle a measure and POST the approval change", () => {
+    // Stub GET to return ASHP as already approved.
+    cy.intercept("GET", `/api/portfolio/*/pibi-measures*`, {
+      body: {
+        pibiMeasures: [],
+        approvedMeasures: ["ASHP"],
+        instructedMeasures: [],
+      },
+    }).as("getMeasures");
+
+    // Intercept the POST so we can assert the payload.
+    cy.intercept("POST", `/api/portfolio/*/approvals`, {
+      body: { success: true },
+    }).as("postApprovals");
+
+    openDrawerAtWorksTab();
+
+    cy.wait("@getMeasures");
+
+    cy.get("[data-testid=measure-approval-chips]").should("be.visible");
+
+    // ASHP should start approved.
+    cy.get("[data-testid=measure-approval-checkbox-ASHP]").should("be.checked");
+
+    // Toggle ASHP off (unapprove it).
+    cy.get("[data-testid=measure-approval-chip-ASHP]").click();
+    cy.get("[data-testid=measure-approval-checkbox-ASHP]").should(
+      "not.be.checked",
+    );
+
+    // "Review & Save" button should now be active.
+    cy.get("[data-testid=measure-approval-save]").should("not.be.disabled");
+    cy.get("[data-testid=measure-approval-save]").click();
+
+    // ApprovalConfirmDialog should be visible — type the confirm word.
+    cy.contains("Confirm approval changes").should("be.visible");
+    cy.get("input[placeholder*=\"approve\"]").type("approve");
+    cy.contains("button", "Confirm").click();
+
+    // Wait for the POST and assert the payload.
+    cy.wait("@postApprovals").then((intercepted) => {
+      expect(intercepted.request.body).to.have.property("changes");
+      const changes = intercepted.request.body.changes;
+      // Should contain one change: ASHP unapproved.
+      const ashpChange = changes.find((c) => c.measureName === "ASHP");
+      expect(ashpChange).to.exist;
+      expect(ashpChange.approved).to.equal(false);
+    });
+
+    // No error banner visible.
+    cy.get("[data-testid=measure-approval-error]").should("not.exist");
+  });
+
+  it("lets an approver approve a new measure and POST with correct payload", () => {
+    // Stub GET — no measures approved yet.
+    cy.intercept("GET", `/api/portfolio/*/pibi-measures*`, {
+      body: {
+        pibiMeasures: [],
+        approvedMeasures: [],
+        instructedMeasures: [],
+      },
+    }).as("getMeasures");
+
+    // Intercept POST.
+    cy.intercept("POST", `/api/portfolio/*/approvals`, {
+      body: { success: true },
+    }).as("postApprovals");
+
+    openDrawerAtWorksTab();
+
+    cy.wait("@getMeasures");
+
+    cy.get("[data-testid=measure-approval-chips]").should("be.visible");
+
+    // Click the first chip to approve it.
+    cy.get("[data-testid=measure-approval-chips]")
+      .find("label")
+      .first()
+      .click();
+
+    // Save button should be active.
+    cy.get("[data-testid=measure-approval-save]").should("not.be.disabled");
+    cy.get("[data-testid=measure-approval-save]").click();
+
+    // Confirm dialog — type the word.
+    cy.contains("Confirm approval changes").should("be.visible");
+    cy.get("input[placeholder*=\"approve\"]").type("approve");
+    cy.contains("button", "Confirm").click();
+
+    cy.wait("@postApprovals").then((intercepted) => {
+      expect(intercepted.request.body).to.have.property("changes");
+      const changes = intercepted.request.body.changes;
+      // Should have at least one approval.
+      expect(changes.length).to.be.greaterThan(0);
+      expect(changes[0]).to.have.property("approved", true);
+      expect(changes[0]).to.have.property("hubspotDealId");
+    });
+
+    // No error banner.
+    cy.get("[data-testid=measure-approval-error]").should("not.exist");
+  });
+});
diff --git a/cypress/e2e/live-tracking/pibi-section.cy.js b/cypress/e2e/live-tracking/pibi-section.cy.js
new file mode 100644
index 0000000..cbcb5db
--- /dev/null
+++ b/cypress/e2e/live-tracking/pibi-section.cy.js
@@ -0,0 +1,286 @@
+/**
+ * Live Tracking — PibiSection (flat TanStack Table redesign)
+ *
+ * Tests the approver flow for the per-measure PIBI request log rendered
+ * directly on the DealPage (pibi-surveys tab), not in a drawer.
+ *
+ *  1. Empty state renders with a "Log first PIBI" prompt
+ *  2. Flat table shows existing rows (no batch grouping)
+ *  3. Every row has always-editable cells (measure select, date inputs)
+ *  4. Save button is disabled when row is clean, enabled after editing
+ *  5. Save calls PATCH for existing rows
+ *  6. Delete calls DELETE
+ *  7. "+ Add row" appends a blank row; save calls POST
+ *  8. "Mark all complete" PATCHes all incomplete rows
+ *  9. Scope badges appear for approved / proposed measures
+ *
+ * Requires LIVE_PORTFOLIO_SLUG; skipped otherwise.
+ * All network calls are intercepted — no real DB / HubSpot round-trips.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+const PORTFOLIO_ID_GLOB = "*";
+
+function stubGet(pibiRequests = []) {
+  cy.intercept(
+    "GET",
+    `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-requests*`,
+    { body: { pibiRequests } },
+  ).as("getPibiRequests");
+}
+
+function stubMeasures(
+  approvedMeasures = ["ASHP", "CWI"],
+  instructedMeasures = [],
+) {
+  cy.intercept(
+    "GET",
+    `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-measures*`,
+    { body: { pibiMeasures: approvedMeasures, approvedMeasures, instructedMeasures } },
+  ).as("getPibiMeasures");
+}
+
+function stubPost(response = { ok: true, insertedCount: 1, hubspotSync: "ok" }) {
+  cy.intercept(
+    "POST",
+    `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-requests`,
+    { body: response },
+  ).as("postPibiRequest");
+}
+
+function stubPatch(id, response = { ok: true, hubspotSync: "ok" }) {
+  cy.intercept(
+    "PATCH",
+    `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-requests/${id}`,
+    { body: response },
+  ).as(`patchPibiRequest-${id}`);
+}
+
+function stubDelete(id, response = { ok: true, hubspotSync: "ok" }) {
+  cy.intercept(
+    "DELETE",
+    `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-requests/${id}*`,
+    { body: response },
+  ).as(`deletePibiRequest-${id}`);
+}
+
+function openDealPageAtPibiTab() {
+  cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+  cy.contains("button, [role=tab]", "Properties").click();
+  cy.get("[data-testid=property-row-link]").first().click();
+  cy.get("[data-testid=deal-page-tab-pibi-surveys]").click();
+}
+
+describe("PibiSection", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log("LIVE_PORTFOLIO_SLUG not set — skipping PibiSection specs");
+      this.skip();
+    }
+  });
+
+  beforeEach(() => {
+    stubMeasures();
+  });
+
+  // ── Cycle 1: Empty state ──────────────────────────────────────────────────
+
+  it("shows empty state with Log first PIBI prompt when no requests exist", () => {
+    stubGet([]);
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+    cy.get("[data-testid=pibi-empty-state]").should("be.visible");
+    cy.get("[data-testid=pibi-empty-state]").should(
+      "contain.text",
+      "No PIBIs logged yet",
+    );
+    cy.get("[data-testid=pibi-empty-add-row]").should("be.visible");
+  });
+
+  // ── Cycle 2: Flat table renders rows (no batch groups) ────────────────────
+
+  it("renders a flat table of rows with no batch grouping", () => {
+    stubGet([
+      {
+        id: "1",
+        measureName: "ASHP",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
+      {
+        id: "2",
+        measureName: "CWI",
+        orderedAt: "2026-04-01T00:00:00.000Z",
+        completedAt: null,
+      },
+    ]);
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-row-1]").should("be.visible");
+    cy.get("[data-testid=pibi-row-2]").should("be.visible");
+    cy.get("[data-testid=pibi-batch-group]").should("not.exist");
+  });
+
+  // ── Cycle 3: Always-editable cells ────────────────────────────────────────
+
+  it("renders measure select and date inputs as always-editable cells", () => {
+    stubGet([
+      {
+        id: "5",
+        measureName: "ASHP",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
+    ]);
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-measure-select-5]").should("be.visible");
+    cy.get("[data-testid=pibi-ordered-date-5]").should("be.visible");
+    cy.get("[data-testid=pibi-completed-date-5]").should("be.visible");
+  });
+
+  // ── Cycle 4: Save disabled when clean, enabled after editing ──────────────
+
+  it("shows Save disabled on load, enabled after editing a cell", () => {
+    stubGet([
+      {
+        id: "6",
+        measureName: "ASHP",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
+    ]);
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-save-6]").should("be.disabled");
+    cy.get("[data-testid=pibi-ordered-date-6]").clear().type("2026-06-01");
+    cy.get("[data-testid=pibi-save-6]").should("not.be.disabled");
+  });
+
+  // ── Cycle 5: Save calls PATCH ─────────────────────────────────────────────
+
+  it("calls PATCH with updated fields when approver clicks Save", () => {
+    stubGet([
+      {
+        id: "10",
+        measureName: "ASHP",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
+    ]);
+    stubPatch("10");
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-completed-date-10]").type("2026-05-15");
+    cy.get("[data-testid=pibi-save-10]").click();
+
+    cy.wait("@patchPibiRequest-10").then((interception) => {
+      expect(interception.request.body.dealId).to.be.a("string");
+      expect(interception.request.body.completedAt).to.include("2026-05-15");
+    });
+  });
+
+  // ── Cycle 6: Delete calls DELETE ──────────────────────────────────────────
+
+  it("calls DELETE when approver clicks Delete on a row", () => {
+    stubGet([
+      {
+        id: "20",
+        measureName: "EWI",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
+    ]);
+    stubDelete("20");
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-delete-20]").click();
+    cy.wait("@deletePibiRequest-20");
+  });
+
+  // ── Cycle 7: Add row → POST ───────────────────────────────────────────────
+
+  it("appends a blank row on add-row click and POSTs on save", () => {
+    stubGet([]);
+    stubPost({ ok: true, insertedCount: 1, hubspotSync: "ok" });
+    cy.intercept("GET", `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-requests*`, {
+      body: {
+        pibiRequests: [
+          {
+            id: "99",
+            measureName: "ASHP",
+            orderedAt: new Date().toISOString(),
+            completedAt: null,
+          },
+        ],
+      },
+    }).as("getPibiRequestsAfter");
+
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-empty-add-row]").click();
+    cy.get("[data-testid=pibi-section]").find("tr[data-testid^=pibi-row-new]").should("have.length", 1);
+
+    cy.get("[data-testid=pibi-section]")
+      .find("[data-testid^=pibi-save-new]")
+      .click();
+
+    cy.wait("@postPibiRequest").then((interception) => {
+      expect(interception.request.body.measureNames).to.be.an("array").with.length(1);
+      expect(interception.request.body.orderedAt).to.be.a("string");
+    });
+  });
+
+  // ── Cycle 8: Mark all complete ────────────────────────────────────────────
+
+  it("PATCHes all incomplete rows when Mark all complete is clicked", () => {
+    stubGet([
+      {
+        id: "30",
+        measureName: "ASHP",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
+      {
+        id: "31",
+        measureName: "CWI",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
+    ]);
+    stubPatch("30");
+    stubPatch("31");
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-mark-all-complete]").click();
+    cy.wait("@patchPibiRequest-30").then((i) => {
+      expect(i.request.body.completedAt).to.be.a("string");
+    });
+    cy.wait("@patchPibiRequest-31");
+  });
+
+  // ── Cycle 9: Scope badges ─────────────────────────────────────────────────
+
+  it("shows Approved badge for a measure in approvedMeasures", () => {
+    stubGet([
+      {
+        id: "40",
+        measureName: "ASHP",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
+    ]);
+    stubMeasures(["ASHP"], []);
+    openDealPageAtPibiTab();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-row-40]").should("contain.text", "Approved");
+  });
+});
diff --git a/cypress/e2e/live-tracking/property-deal-page.cy.js b/cypress/e2e/live-tracking/property-deal-page.cy.js
new file mode 100644
index 0000000..caef0e8
--- /dev/null
+++ b/cypress/e2e/live-tracking/property-deal-page.cy.js
@@ -0,0 +1,50 @@
+/**
+ * Live Tracking — Property Deal Page (replaces property-detail-drawer)
+ *
+ * Verifies the two core navigation behaviors after moving from a right-side
+ * drawer to a dedicated CRM-style deal page at /live/[dealId]:
+ *
+ *  1. Property table rows link to the correct deal page URL.
+ *  2. The deal page loads with the Works tab active by default.
+ *
+ * Reads LIVE_PORTFOLIO_SLUG from Cypress env so it runs against any seeded
+ * environment without hard-coding an ID.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+
+describe("Property deal page", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  it("property table row has link to deal page URL", () => {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+    cy.contains("button, [role=tab]", "Properties").click();
+    cy.get("[data-testid=property-row-link]")
+      .first()
+      .should("have.attr", "href")
+      .and(
+        "match",
+        new RegExp(
+          `/portfolio/${PORTFOLIO_SLUG}/your-projects/live/[^/]+$`,
+        ),
+      );
+  });
+
+  it("deal page shows Works tab active by default", () => {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+    cy.contains("button, [role=tab]", "Properties").click();
+    cy.get("[data-testid=property-row-link]").first().click();
+    cy.get("[data-testid=deal-page-tab-works]").should(
+      "have.attr",
+      "aria-selected",
+      "true",
+    );
+  });
+});
diff --git a/cypress/e2e/live-tracking/survey-request.cy.js b/cypress/e2e/live-tracking/survey-request.cy.js
new file mode 100644
index 0000000..5c15a74
--- /dev/null
+++ b/cypress/e2e/live-tracking/survey-request.cy.js
@@ -0,0 +1,83 @@
+/**
+ * Live Tracking — Survey request flow
+ *
+ * Verifies the client-facing "Request Survey" flow in the Survey & Admin tab:
+ *   1. User opens a property and navigates to Survey & Admin tab.
+ *   2. User fills in a free-text reason and submits the survey request.
+ *   3. The POST hits /api/portfolio/[id]/survey-requests.
+ *   4. The drawer reflects the pending request (badge shown).
+ *   5. On reload the pending request is still visible.
+ *
+ * Uses cy.intercept so the HubSpot side-effect is observable without a live
+ * CRM round-trip.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+const TARGET_DEAL_NAME = Cypress.env("LIVE_SURVEY_REQUEST_DEAL_NAME");
+
+const SURVEY_NOTES = "Please arrange a full retrofit assessment — tenant has moved in.";
+
+describe("Survey request — write user flow", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  function openDrawerAtSurveyAdmin() {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+
+    cy.contains("button, [role=tab]", "Measures").click();
+
+    if (TARGET_DEAL_NAME) {
+      cy.contains("[data-testid=measures-row]", TARGET_DEAL_NAME).click();
+    } else {
+      cy.get("[data-testid=measures-row]").first().click();
+    }
+
+    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+    cy.get("[data-testid=drawer-tab-survey-admin]").click();
+    cy.get("[data-testid=drawer-tab-panel-survey-admin]").should("be.visible");
+  }
+
+  it("shows the survey request form in the Survey & Admin tab", () => {
+    openDrawerAtSurveyAdmin();
+
+    cy.get("[data-testid=survey-request-form]").should("be.visible");
+    cy.get("[data-testid=survey-request-notes]").should("be.visible");
+    cy.get("[data-testid=survey-request-submit]").should("be.visible");
+  });
+
+  it("submits a survey request and shows a pending badge", () => {
+    cy.intercept(
+      "POST",
+      `/api/portfolio/*/survey-requests`,
+    ).as("createSurveyRequest");
+
+    openDrawerAtSurveyAdmin();
+
+    cy.get("[data-testid=survey-request-notes]").type(SURVEY_NOTES);
+    cy.get("[data-testid=survey-request-submit]")
+      .should("not.be.disabled")
+      .click();
+
+    cy.wait("@createSurveyRequest").then((intercepted) => {
+      expect(intercepted.request.body).to.have.property("notes");
+      expect(intercepted.response.statusCode).to.be.oneOf([200, 201]);
+      expect(intercepted.response.body).to.have.property("ok", true);
+    });
+
+    // Pending badge appears after submission.
+    cy.get("[data-testid=survey-request-pending-badge]").should("be.visible");
+  });
+
+  it("persists the pending request across a page reload", () => {
+    openDrawerAtSurveyAdmin();
+
+    // If a pending request exists it should be visible without submitting again.
+    cy.get("[data-testid=survey-request-pending-badge]").should("be.visible");
+  });
+});
diff --git a/cypress/e2e/live-tracking/tabbed-drawer.cy.js b/cypress/e2e/live-tracking/tabbed-drawer.cy.js
new file mode 100644
index 0000000..e13eacb
--- /dev/null
+++ b/cypress/e2e/live-tracking/tabbed-drawer.cy.js
@@ -0,0 +1,91 @@
+/**
+ * Live Tracking — Tabbed property detail drawer
+ *
+ * Verifies the four-tab drawer structure introduced in the UI redesign:
+ *   Overview | Works | PIBI | Survey & Admin
+ *
+ * The spec opens the drawer from the Properties table (first row) and asserts
+ * tab presence, default active state, and navigation between tabs.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+
+describe("Property detail drawer — tabbed layout", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  function openDrawer() {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+    cy.contains("button, [role=tab]", "Measures").click();
+    cy.get("[data-testid=measures-row]").first().click();
+    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+  }
+
+  it("opens with Overview tab active by default", () => {
+    openDrawer();
+
+    cy.get("[data-testid=drawer-tab-overview]")
+      .should("be.visible")
+      .and("have.attr", "aria-selected", "true");
+
+    cy.get("[data-testid=drawer-tab-panel-overview]").should("be.visible");
+  });
+
+  it("shows all four tabs", () => {
+    openDrawer();
+
+    cy.get("[data-testid=drawer-tab-overview]").should("be.visible");
+    cy.get("[data-testid=drawer-tab-works]").should("be.visible");
+    cy.get("[data-testid=drawer-tab-pibi]").should("be.visible");
+    cy.get("[data-testid=drawer-tab-survey-admin]").should("be.visible");
+  });
+
+  it("navigates to Works tab and shows measures content", () => {
+    openDrawer();
+
+    cy.get("[data-testid=drawer-tab-works]").click();
+
+    cy.get("[data-testid=drawer-tab-panel-works]").should("be.visible");
+    // Measures section lives in Works tab
+    cy.get("[data-testid=drawer-section-measures]").should("exist");
+  });
+
+  it("navigates to PIBI tab and shows PIBI content", () => {
+    openDrawer();
+
+    cy.get("[data-testid=drawer-tab-pibi]").click();
+
+    cy.get("[data-testid=drawer-tab-panel-pibi]").should("be.visible");
+    cy.get("[data-testid=drawer-section-pibi]").should("exist");
+  });
+
+  it("navigates to Survey & Admin tab and shows admin content", () => {
+    openDrawer();
+
+    cy.get("[data-testid=drawer-tab-survey-admin]").click();
+
+    cy.get("[data-testid=drawer-tab-panel-survey-admin]").should("be.visible");
+    cy.get("[data-testid=drawer-section-domna]").should("exist");
+  });
+
+  it("focusSection=pibi opens PIBI tab directly", () => {
+    // This is exercised by the pibi-dates.cy.js helper that clicks the Measures
+    // tab row — after the redesign those rows pass focusSection="pibi" and the
+    // drawer should land on the PIBI tab, not Overview.
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+
+    cy.contains("button, [role=tab]", "Measures").click();
+    cy.get("[data-testid=measures-row]").first().click();
+
+    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+
+    cy.get("[data-testid=drawer-tab-works]")
+      .should("have.attr", "aria-selected", "true");
+  });
+});
diff --git a/devcontainer.sh b/devcontainer.sh
index 5c536cb..eab3c19 100644
--- a/devcontainer.sh
+++ b/devcontainer.sh
@@ -23,8 +23,6 @@ CONFIG_PATH="${REPO_ROOT}/.devcontainer/devcontainer.json"
 
 VALID_COMMANDS=(up shell down rebuild)
 
-# --- helpers ---------------------------------------------------------------
-
 usage() {
   sed -n '3,15p' "${BASH_SOURCE[0]}" | sed 's/^# \{0,1\}//'
   exit "${1:-0}"
@@ -36,8 +34,7 @@ die() {
 }
 
 in_list() {
-  local needle="$1"
-  shift
+  local needle="$1"; shift
   local item
   for item in "$@"; do
     [[ "${item}" == "${needle}" ]] && return 0
@@ -52,10 +49,7 @@ container_id() {
     --filter "label=devcontainer.config_file=${CONFIG_PATH}"
 }
 
-# --- argument parsing ------------------------------------------------------
-
 [[ $# -eq 1 ]] || usage 1
-
 COMMAND="$1"
 
 in_list "${COMMAND}" "${VALID_COMMANDS[@]}" \
@@ -65,8 +59,6 @@ in_list "${COMMAND}" "${VALID_COMMANDS[@]}" \
 
 DC_ARGS=(--workspace-folder "${REPO_ROOT}")
 
-# --- dispatch --------------------------------------------------------------
-
 case "${COMMAND}" in
   up)
     echo ">> bringing up devcontainer"
@@ -74,8 +66,6 @@ case "${COMMAND}" in
     ;;
 
   shell)
-    # Auto-up if not already running. `devcontainer up` is idempotent —
-    # it reuses an existing container, so this is cheap on warm starts.
     if [[ -z "$(container_id)" ]]; then
       echo ">> devcontainer not running, bringing it up first"
       devcontainer up "${DC_ARGS[@]}"
diff --git a/package-lock.json b/package-lock.json
index 7b251ec..ef282c4 100644
--- a/package-lock.json
+++ b/package-lock.json
@@ -85,7 +85,8 @@
         "drizzle-kit": "^0.31.5",
         "eslint": "^8.57.1",
         "prettier": "^3.6.2",
-        "start-server-and-test": "^2.0.0"
+        "start-server-and-test": "^2.0.0",
+        "vitest": "^2.1.9"
       }
     },
     "node_modules/@alloc/quick-lru": {
@@ -4590,6 +4591,356 @@
         "react": ">=18.2.0"
       }
     },
+    "node_modules/@rollup/rollup-android-arm-eabi": {
+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm-eabi/-/rollup-android-arm-eabi-4.60.3.tgz",
+      "integrity": "sha512-x35CNW/ANXG3hE/EZpRU8MXX1JDN86hBb2wMGAtltkz7pc6cxgjpy1OMMfDosOQ+2hWqIkag/fGok1Yady9nGw==",
+      "cpu": [
+        "arm"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "android"
+      ]
+    },
+    "node_modules/@rollup/rollup-android-arm64": {
+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm64/-/rollup-android-arm64-4.60.3.tgz",
+      "integrity": "sha512-xw3xtkDApIOGayehp2+Rz4zimfkaX65r4t47iy+ymQB2G4iJCBBfj0ogVg5jpvjpn8UWn/+q9tprxleYeNp3Hw==",
+      "cpu": [
+        "arm64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "android"
+      ]
+    },
+    "node_modules/@rollup/rollup-darwin-arm64": {
+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-arm64/-/rollup-darwin-arm64-4.60.3.tgz",
+      "integrity": "sha512-vo6Y5Qfpx7/5EaamIwi0WqW2+zfiusVihKatLvtN1VFVy3D13uERk/6gZLU1UiHRL6fDXqj/ELIeVRGnvcTE1g==",
+      "cpu": [
+        "arm64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "darwin"
+      ]
+    },
+    "node_modules/@rollup/rollup-darwin-x64": {
+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-x64/-/rollup-darwin-x64-4.60.3.tgz",
+      "integrity": "sha512-D+0QGcZhBzTN82weOnsSlY7V7+RMmPuF1CkbxyMAGE8+ZHeUjyb76ZiWmBlCu//AQQONvxcqRbwZTajZKqjuOw==",
+      "cpu": [
+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "darwin"
+      ]
+    },
+    "node_modules/@rollup/rollup-freebsd-arm64": {
+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-freebsd-arm64/-/rollup-freebsd-arm64-4.60.3.tgz",
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+      "cpu": [
+        "arm64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "freebsd"
+      ]
+    },
+    "node_modules/@rollup/rollup-freebsd-x64": {
+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-freebsd-x64/-/rollup-freebsd-x64-4.60.3.tgz",
+      "integrity": "sha512-KHLgC3WKlUYW3ShFKnnosZDOJ0xjg9zp7au3sIm2bs/tGBeC2ipmvRh/N7JKi0t9Ue20C0dpEshi8WUubg+cnA==",
+      "cpu": [
+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "freebsd"
+      ]
+    },
+    "node_modules/@rollup/rollup-linux-arm-gnueabihf": {
+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-gnueabihf/-/rollup-linux-arm-gnueabihf-4.60.3.tgz",
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+        "arm"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ]
+    },
+    "node_modules/@rollup/rollup-linux-arm-musleabihf": {
+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-musleabihf/-/rollup-linux-arm-musleabihf-4.60.3.tgz",
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+        "arm"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ]
+    },
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+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-gnu/-/rollup-linux-arm64-gnu-4.60.3.tgz",
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+        "arm64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
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+        "linux"
+      ]
+    },
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+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-musl/-/rollup-linux-arm64-musl-4.60.3.tgz",
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+        "arm64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ]
+    },
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+      "version": "4.60.3",
+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-loong64-gnu/-/rollup-linux-loong64-gnu-4.60.3.tgz",
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+        "loong64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ]
+    },
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+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-loong64-musl/-/rollup-linux-loong64-musl-4.60.3.tgz",
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+      ]
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+      "optional": true,
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+        "linux"
+      ]
+    },
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+        "s390x"
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+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ]
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+      "cpu": [
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+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ]
+    },
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+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-x64-musl/-/rollup-linux-x64-musl-4.60.3.tgz",
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+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ]
+    },
+    "node_modules/@rollup/rollup-openbsd-x64": {
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+      "resolved": "https://registry.npmjs.org/@rollup/rollup-openbsd-x64/-/rollup-openbsd-x64-4.60.3.tgz",
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+        "x64"
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+      "license": "MIT",
+      "optional": true,
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+        "openbsd"
+      ]
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+        "arm64"
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+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "openharmony"
+      ]
+    },
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+      "integrity": "sha512-SWXFF1CL2RVNMaVs+BBClwtfZSvDgtL//G/smwAc5oVK/UPu2Gu9tIaRgFmYFFKrmg3SyAjSrElf0TiJ1v8fYA==",
+      "cpu": [
+        "ia32"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ],
+      "engines": {
+        "node": ">=12"
+      }
+    },
+    "node_modules/vite/node_modules/@esbuild/win32-x64": {
+      "version": "0.21.5",
+      "resolved": "https://registry.npmjs.org/@esbuild/win32-x64/-/win32-x64-0.21.5.tgz",
+      "integrity": "sha512-tQd/1efJuzPC6rCFwEvLtci/xNFcTZknmXs98FYDfGE4wP9ClFV98nyKrzJKVPMhdDnjzLhdUyMX4PsQAPjwIw==",
+      "cpu": [
+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ],
+      "engines": {
+        "node": ">=12"
+      }
+    },
+    "node_modules/vite/node_modules/esbuild": {
+      "version": "0.21.5",
+      "resolved": "https://registry.npmjs.org/esbuild/-/esbuild-0.21.5.tgz",
+      "integrity": "sha512-mg3OPMV4hXywwpoDxu3Qda5xCKQi+vCTZq8S9J/EpkhB2HzKXq4SNFZE3+NK93JYxc8VMSep+lOUSC/RVKaBqw==",
+      "dev": true,
+      "hasInstallScript": true,
+      "license": "MIT",
+      "bin": {
+        "esbuild": "bin/esbuild"
+      },
+      "engines": {
+        "node": ">=12"
+      },
+      "optionalDependencies": {
+        "@esbuild/aix-ppc64": "0.21.5",
+        "@esbuild/android-arm": "0.21.5",
+        "@esbuild/android-arm64": "0.21.5",
+        "@esbuild/android-x64": "0.21.5",
+        "@esbuild/darwin-arm64": "0.21.5",
+        "@esbuild/darwin-x64": "0.21.5",
+        "@esbuild/freebsd-arm64": "0.21.5",
+        "@esbuild/freebsd-x64": "0.21.5",
+        "@esbuild/linux-arm": "0.21.5",
+        "@esbuild/linux-arm64": "0.21.5",
+        "@esbuild/linux-ia32": "0.21.5",
+        "@esbuild/linux-loong64": "0.21.5",
+        "@esbuild/linux-mips64el": "0.21.5",
+        "@esbuild/linux-ppc64": "0.21.5",
+        "@esbuild/linux-riscv64": "0.21.5",
+        "@esbuild/linux-s390x": "0.21.5",
+        "@esbuild/linux-x64": "0.21.5",
+        "@esbuild/netbsd-x64": "0.21.5",
+        "@esbuild/openbsd-x64": "0.21.5",
+        "@esbuild/sunos-x64": "0.21.5",
+        "@esbuild/win32-arm64": "0.21.5",
+        "@esbuild/win32-ia32": "0.21.5",
+        "@esbuild/win32-x64": "0.21.5"
+      }
+    },
+    "node_modules/vitest": {
+      "version": "2.1.9",
+      "resolved": "https://registry.npmjs.org/vitest/-/vitest-2.1.9.tgz",
+      "integrity": "sha512-MSmPM9REYqDGBI8439mA4mWhV5sKmDlBKWIYbA3lRb2PTHACE0mgKwA8yQ2xq9vxDTuk4iPrECBAEW2aoFXY0Q==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "@vitest/expect": "2.1.9",
+        "@vitest/mocker": "2.1.9",
+        "@vitest/pretty-format": "^2.1.9",
+        "@vitest/runner": "2.1.9",
+        "@vitest/snapshot": "2.1.9",
+        "@vitest/spy": "2.1.9",
+        "@vitest/utils": "2.1.9",
+        "chai": "^5.1.2",
+        "debug": "^4.3.7",
+        "expect-type": "^1.1.0",
+        "magic-string": "^0.30.12",
+        "pathe": "^1.1.2",
+        "std-env": "^3.8.0",
+        "tinybench": "^2.9.0",
+        "tinyexec": "^0.3.1",
+        "tinypool": "^1.0.1",
+        "tinyrainbow": "^1.2.0",
+        "vite": "^5.0.0",
+        "vite-node": "2.1.9",
+        "why-is-node-running": "^2.3.0"
+      },
+      "bin": {
+        "vitest": "vitest.mjs"
+      },
+      "engines": {
+        "node": "^18.0.0 || >=20.0.0"
+      },
+      "funding": {
+        "url": "https://opencollective.com/vitest"
+      },
+      "peerDependencies": {
+        "@edge-runtime/vm": "*",
+        "@types/node": "^18.0.0 || >=20.0.0",
+        "@vitest/browser": "2.1.9",
+        "@vitest/ui": "2.1.9",
+        "happy-dom": "*",
+        "jsdom": "*"
+      },
+      "peerDependenciesMeta": {
+        "@edge-runtime/vm": {
+          "optional": true
+        },
+        "@types/node": {
+          "optional": true
+        },
+        "@vitest/browser": {
+          "optional": true
+        },
+        "@vitest/ui": {
+          "optional": true
+        },
+        "happy-dom": {
+          "optional": true
+        },
+        "jsdom": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/wait-on": {
       "version": "9.0.3",
       "resolved": "https://registry.npmjs.org/wait-on/-/wait-on-9.0.3.tgz",
@@ -15391,6 +16669,23 @@
         "url": "https://github.com/sponsors/ljharb"
       }
     },
+    "node_modules/why-is-node-running": {
+      "version": "2.3.0",
+      "resolved": "https://registry.npmjs.org/why-is-node-running/-/why-is-node-running-2.3.0.tgz",
+      "integrity": "sha512-hUrmaWBdVDcxvYqnyh09zunKzROWjbZTiNy8dBEjkS7ehEDQibXJ7XvlmtbwuTclUiIyN+CyXQD4Vmko8fNm8w==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "siginfo": "^2.0.0",
+        "stackback": "0.0.2"
+      },
+      "bin": {
+        "why-is-node-running": "cli.js"
+      },
+      "engines": {
+        "node": ">=8"
+      }
+    },
     "node_modules/wmf": {
       "version": "1.0.2",
       "resolved": "https://registry.npmjs.org/wmf/-/wmf-1.0.2.tgz",
diff --git a/package.json b/package.json
index e01c7ac..30b7374 100644
--- a/package.json
+++ b/package.json
@@ -7,6 +7,8 @@
     "build": "next build",
     "start": "next start",
     "lint": "next lint",
+    "test": "vitest run",
+    "test:watch": "vitest",
     "test:e2e:open": "start-server-and-test dev http://localhost:3000 \"cypress open --e2e\"",
     "test:e2e:run": "cypress run",
     "migration:generate": "drizzle-kit generate",
@@ -91,6 +93,7 @@
     "drizzle-kit": "^0.31.5",
     "eslint": "^8.57.1",
     "prettier": "^3.6.2",
-    "start-server-and-test": "^2.0.0"
+    "start-server-and-test": "^2.0.0",
+    "vitest": "^2.1.9"
   }
 }
diff --git a/skills-lock.json b/skills-lock.json
new file mode 100644
index 0000000..e56778a
--- /dev/null
+++ b/skills-lock.json
@@ -0,0 +1,89 @@
+{
+  "version": 1,
+  "skills": {
+    "caveman": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/productivity/caveman/SKILL.md",
+      "computedHash": "934433479903febc585bf6deb5f0cebc63137e3f86b7babe0aab1ecb94d6d7a4"
+    },
+    "diagnose": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/diagnose/SKILL.md",
+      "computedHash": "15939a26f86edec2d4862042b8564e5a062cb81d04e047a0cea6305c8830b5f5"
+    },
+    "grill-me": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/productivity/grill-me/SKILL.md",
+      "computedHash": "784f0dbb7403b0f00324bce9a112f715342777a0daee7bbb7385f9c6f0a170ea"
+    },
+    "grill-with-docs": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/grill-with-docs/SKILL.md",
+      "computedHash": "31a5b1ae116558bf7d3f633f442835f54bd7645923d4f45c7823e52a97317666"
+    },
+    "improve-codebase-architecture": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/improve-codebase-architecture/SKILL.md",
+      "computedHash": "c77b86b4332919499608f9af1880074e1fec65a59b95c70c27a9f39cd137865e"
+    },
+    "ralph-loop": {
+      "source": "Hestia-Homes/agentic-toolkit",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/ralph-loop/SKILL.md",
+      "computedHash": "6d45d44d84abf566d0f298af6b7d710e5f6ebaecb5a06c31fedacd20085ae88d"
+    },
+    "setup-matt-pocock-skills": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/setup-matt-pocock-skills/SKILL.md",
+      "computedHash": "3a32f8f1ed8160c9d286a2aabe88ee9b884c6f3f88a7a6c47b7d5d552c959587"
+    },
+    "tdd": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/tdd/SKILL.md",
+      "computedHash": "15a7b5e36383ebadb2dec5e586679e55e9663d292da418926b8da6fc0ef27d84"
+    },
+    "to-issues": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/to-issues/SKILL.md",
+      "computedHash": "73a91f30784523aa59ec9b02769576ebfc738e2cd5ad8f6441076031f0a5d5ac"
+    },
+    "to-prd": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/to-prd/SKILL.md",
+      "computedHash": "fd8c259f9c44eff08e29a1a2fc71a806a3568d279a55387a361f78620b10f2aa"
+    },
+    "to-project": {
+      "source": "Hestia-Homes/agentic-toolkit",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/to-project/SKILL.md",
+      "computedHash": "59daf039ac699a44a9416f8ec403b83d4166e05489959e127746231ff8be4e12"
+    },
+    "triage": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/triage/SKILL.md",
+      "computedHash": "2b6efb6da12d92551772fcc04acf331f4e0e6f7bd9d4cb23ce0b301e0b128feb"
+    },
+    "write-a-skill": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/productivity/write-a-skill/SKILL.md",
+      "computedHash": "b44d8aab2ead83c716e01af4c9a24ccc4575ce70ad58ec4f1749fb88c9cc82ba"
+    },
+    "zoom-out": {
+      "source": "mattpocock/skills",
+      "sourceType": "github",
+      "skillPath": "skills/engineering/zoom-out/SKILL.md",
+      "computedHash": "8357aeaece3b709c442eab67e64b86844e05e2f1ea95b109565eba50b6def36e"
+    }
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/approvals/route.test.ts b/src/app/api/portfolio/[portfolioId]/approvals/route.test.ts
new file mode 100644
index 0000000..ba668d4
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/approvals/route.test.ts
@@ -0,0 +1,289 @@
+/**
+ * Unit tests for the approvals POST handler.
+ *
+ * Focuses on HubSpot sync behaviour: after approve/unapprove changes are
+ * persisted to the DB, the handler must push both the audit log
+ * (client_measures_approval_log) and the structured field (approved_measures)
+ * to HubSpot. Prior to this fix only the audit log was synced.
+ */
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { NextRequest } from "next/server";
+
+// ── Hoisted mocks (declared before vi.mock factories run) ─────────────────────
+const {
+  mockGetServerSession,
+  syncMeasureApprovalsToHubSpotMock,
+  syncMeasuresFieldToHubSpotMock,
+  mockDbSelect,
+  mockDbInsert,
+} = vi.hoisted(() => ({
+  mockGetServerSession: vi.fn(),
+  syncMeasureApprovalsToHubSpotMock: vi.fn(),
+  syncMeasuresFieldToHubSpotMock: vi.fn(),
+  mockDbSelect: vi.fn(),
+  mockDbInsert: vi.fn(),
+}));
+
+// ── Auth ──────────────────────────────────────────────────────────────────────
+vi.mock("next-auth", () => ({ getServerSession: mockGetServerSession }));
+vi.mock("@/app/api/auth/[...nextauth]/authOptions", () => ({
+  AuthOptions: {},
+}));
+
+// ── HubSpot syncs ─────────────────────────────────────────────────────────────
+vi.mock("@/app/lib/hubspot/dealSync", () => ({
+  syncMeasureApprovalsToHubSpot: syncMeasureApprovalsToHubSpotMock,
+  syncMeasuresFieldToHubSpot: syncMeasuresFieldToHubSpotMock,
+}));
+vi.mock("@/app/lib/instructMeasure", () => ({
+  APPROVED_MEASURES_PROP: "approved_measures",
+}));
+
+// ── Drizzle ORM ───────────────────────────────────────────────────────────────
+vi.mock("drizzle-orm", () => ({
+  and: vi.fn((...args: unknown[]) => ({ $and: args })),
+  eq: vi.fn((a: unknown, b: unknown) => ({ $eq: [a, b] })),
+  inArray: vi.fn((col: unknown, vals: unknown) => ({ $inArray: [col, vals] })),
+  sql: vi.fn(),
+}));
+
+// ── DB schema stubs ───────────────────────────────────────────────────────────
+vi.mock("@/app/db/schema/approvals", () => ({
+  dealMeasureApprovals: { hubspotDealId: {}, measureName: {}, isApproved: {}, approvedBy: {}, approvedAt: {} },
+  dealMeasureApprovalEvents: { hubspotDealId: {}, measureName: {}, action: {}, actedBy: {}, actedAt: {} },
+}));
+vi.mock("@/app/db/schema/portfolio", () => ({
+  portfolioCapabilities: { portfolioId: {}, userId: {}, capability: {}, id: {} },
+}));
+vi.mock("@/app/db/schema/users", () => ({
+  user: { id: {}, email: {}, firstName: {} },
+}));
+
+// ── DB mock ───────────────────────────────────────────────────────────────────
+vi.mock("@/app/db/db", () => ({
+  db: {
+    get select() { return mockDbSelect; },
+    get insert() { return mockDbInsert; },
+  },
+}));
+
+// ── DB mock helpers ────────────────────────────────────────────────────────────
+// Builds a thenable select chain where .limit() resolves to `limitResult`
+// and awaiting the chain without .limit() resolves to `directResult`.
+function makeSelectChain(
+  limitResult: unknown[],
+  directResult: unknown[] = [],
+) {
+  const self: Record<string, unknown> = {};
+  // thenable so `await chain.where(...)` resolves to directResult
+  self["then"] = (
+    resolve: (v: unknown) => unknown,
+    reject: (e: unknown) => unknown,
+  ) => Promise.resolve(directResult).then(resolve, reject);
+  self["from"] = vi.fn(() => self);
+  self["leftJoin"] = vi.fn(() => self);
+  self["where"] = vi.fn(() => self);
+  self["limit"] = vi.fn(() => Promise.resolve(limitResult));
+  return self;
+}
+
+// Builds an insert chain. .values() is thenable (plain insert) and also
+// exposes .onConflictDoUpdate() (upsert).
+function makeInsertChain() {
+  const values: Record<string, unknown> = {};
+  values["then"] = (
+    resolve: (v: unknown) => unknown,
+    reject: (e: unknown) => unknown,
+  ) => Promise.resolve(undefined).then(resolve, reject);
+  values["onConflictDoUpdate"] = vi.fn(() => Promise.resolve(undefined));
+  const insert = { values: vi.fn(() => values) };
+  return insert;
+}
+
+
+// ── Subject under test ────────────────────────────────────────────────────────
+import { POST } from "./route";
+
+// ── Helpers ───────────────────────────────────────────────────────────────────
+function makeRequest(body: unknown, portfolioId = "10") {
+  const req = new NextRequest(
+    `http://localhost/api/portfolio/${portfolioId}/approvals`,
+    {
+      method: "POST",
+      body: JSON.stringify(body),
+      headers: { "content-type": "application/json" },
+    },
+  );
+  return { req, params: Promise.resolve({ portfolioId }) };
+}
+
+function setupHappyPath(approvalRowsAfterChange: Array<{ measureName: string; approvedByEmail: string }>) {
+  // 1. getServerSession
+  mockGetServerSession.mockResolvedValue({ user: { email: "approver@test.com" } });
+
+  // 2. getUserId select
+  mockDbSelect.mockImplementationOnce(() =>
+    makeSelectChain([{ id: 1n }]),
+  );
+
+  // 3. hasApproverCapability select
+  mockDbSelect.mockImplementationOnce(() =>
+    makeSelectChain([{ id: 1n }]),
+  );
+
+  // 4. upsert dealMeasureApprovals (one per change)
+  mockDbInsert.mockImplementationOnce(() => makeInsertChain());
+
+  // 5. insert dealMeasureApprovalEvents (one per change)
+  mockDbInsert.mockImplementationOnce(() => makeInsertChain());
+
+  // 6. post-change approvalRows select (no .limit — awaited at .where())
+  mockDbSelect.mockImplementationOnce(() =>
+    makeSelectChain([], approvalRowsAfterChange),
+  );
+
+  // HubSpot syncs
+  syncMeasureApprovalsToHubSpotMock.mockResolvedValue(undefined);
+  syncMeasuresFieldToHubSpotMock.mockResolvedValue({ ok: true });
+}
+
+// ── Tests ─────────────────────────────────────────────────────────────────────
+describe("POST /approvals — approved_measures HubSpot sync", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+  });
+
+  it("syncs approved_measures field to HubSpot after an unapprove action", async () => {
+    setupHappyPath([
+      // Only one measure remains approved after the unapprove
+      { measureName: "ASHP", approvedByEmail: "approver@test.com" },
+    ]);
+
+    const { req, params } = makeRequest({
+      changes: [
+        { hubspotDealId: "deal-1", measureName: "Solar PV", approved: false },
+      ],
+    });
+
+    const res = await POST(req, { params });
+    expect(res.status).toBe(200);
+
+    // Allow fire-and-forget promises to settle
+    await vi.waitFor(() =>
+      expect(syncMeasuresFieldToHubSpotMock).toHaveBeenCalled(),
+    );
+
+    expect(syncMeasuresFieldToHubSpotMock).toHaveBeenCalledWith({
+      hubspotDealId: "deal-1",
+      propName: "approved_measures",
+      measureNames: ["ASHP"],
+    });
+  });
+
+  it("syncs approved_measures with empty list when all measures removed", async () => {
+    setupHappyPath([]); // nothing approved after removal
+
+    const { req, params } = makeRequest({
+      changes: [
+        { hubspotDealId: "deal-2", measureName: "ASHP", approved: false },
+      ],
+    });
+
+    const res = await POST(req, { params });
+    expect(res.status).toBe(200);
+
+    await vi.waitFor(() =>
+      expect(syncMeasuresFieldToHubSpotMock).toHaveBeenCalled(),
+    );
+
+    expect(syncMeasuresFieldToHubSpotMock).toHaveBeenCalledWith({
+      hubspotDealId: "deal-2",
+      propName: "approved_measures",
+      measureNames: [],
+    });
+  });
+
+  it("syncs approved_measures when a new measure is approved", async () => {
+    setupHappyPath([
+      { measureName: "ASHP", approvedByEmail: "approver@test.com" },
+      { measureName: "Solar PV", approvedByEmail: "approver@test.com" },
+    ]);
+
+    const { req, params } = makeRequest({
+      changes: [
+        { hubspotDealId: "deal-3", measureName: "Solar PV", approved: true },
+      ],
+    });
+
+    const res = await POST(req, { params });
+    expect(res.status).toBe(200);
+
+    await vi.waitFor(() =>
+      expect(syncMeasuresFieldToHubSpotMock).toHaveBeenCalled(),
+    );
+
+    expect(syncMeasuresFieldToHubSpotMock).toHaveBeenCalledWith({
+      hubspotDealId: "deal-3",
+      propName: "approved_measures",
+      measureNames: ["ASHP", "Solar PV"],
+    });
+  });
+
+  it("also calls the audit-log sync (existing behaviour preserved)", async () => {
+    setupHappyPath([
+      { measureName: "EWI", approvedByEmail: "approver@test.com" },
+    ]);
+
+    const { req, params } = makeRequest({
+      changes: [
+        { hubspotDealId: "deal-4", measureName: "EWI", approved: true },
+      ],
+    });
+
+    await POST(req, { params });
+
+    await vi.waitFor(() =>
+      expect(syncMeasureApprovalsToHubSpotMock).toHaveBeenCalled(),
+    );
+
+    expect(syncMeasureApprovalsToHubSpotMock).toHaveBeenCalledWith(
+      expect.objectContaining({
+        hubspotDealId: "deal-4",
+        approvedMeasures: [{ measureName: "EWI", approvedByEmail: "approver@test.com" }],
+      }),
+    );
+  });
+
+  it("does not call HubSpot syncs when session is missing", async () => {
+    mockGetServerSession.mockResolvedValue(null);
+
+    const { req, params } = makeRequest({
+      changes: [
+        { hubspotDealId: "deal-5", measureName: "ASHP", approved: false },
+      ],
+    });
+
+    const res = await POST(req, { params });
+    expect(res.status).toBe(401);
+    expect(syncMeasuresFieldToHubSpotMock).not.toHaveBeenCalled();
+  });
+
+  it("does not call HubSpot syncs when user lacks approver capability", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "writer@test.com" } });
+
+    // getUserId
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 99n }]));
+    // hasApproverCapability → empty → no capability
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([]));
+
+    const { req, params } = makeRequest({
+      changes: [
+        { hubspotDealId: "deal-6", measureName: "ASHP", approved: false },
+      ],
+    });
+
+    const res = await POST(req, { params });
+    expect(res.status).toBe(403);
+    expect(syncMeasuresFieldToHubSpotMock).not.toHaveBeenCalled();
+  });
+});
diff --git a/src/app/api/portfolio/[portfolioId]/approvals/route.ts b/src/app/api/portfolio/[portfolioId]/approvals/route.ts
index 85f2962..145ebb1 100644
--- a/src/app/api/portfolio/[portfolioId]/approvals/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts
@@ -6,11 +6,15 @@ import {
 } from "@/app/db/schema/approvals";
 import { portfolioCapabilities } from "@/app/db/schema/portfolio";
 import { user } from "@/app/db/schema/users";
-import { and, eq, inArray, sql } from "drizzle-orm";
+import { and, desc, eq, inArray, sql } from "drizzle-orm";
 import { z } from "zod";
 import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
-import { syncMeasureApprovalsToHubSpot } from "@/app/lib/hubspot/dealSync";
+import {
+  syncMeasureApprovalsToHubSpot,
+  syncMeasuresFieldToHubSpot,
+} from "@/app/lib/hubspot/dealSync";
+import { APPROVED_MEASURES_PROP } from "@/app/lib/instructMeasure";
 
 async function getRequestingUserId(email: string): Promise<bigint | null> {
   const rows = await db
@@ -102,7 +106,7 @@ export async function GET(
       .from(dealMeasureApprovalEvents)
       .leftJoin(user, eq(user.id, dealMeasureApprovalEvents.actedBy))
       .where(inArray(dealMeasureApprovalEvents.hubspotDealId, dealIds))
-      .orderBy(dealMeasureApprovalEvents.actedAt);
+      .orderBy(desc(dealMeasureApprovalEvents.actedAt));
 
     const events = eventRows.map((e) => ({
       id: e.id.toString(),
@@ -230,6 +234,19 @@ export async function POST(
         actedByEmail: session.user.email,
         actedAt: now,
       });
+
+      void syncMeasuresFieldToHubSpot({
+        hubspotDealId: dealId,
+        propName: APPROVED_MEASURES_PROP,
+        measureNames: approvalRows.map((r) => r.measureName),
+      }).then((result) => {
+        if (!result.ok) {
+          console.error("[HubSpot] approved_measures sync failed", {
+            dealId,
+            error: result.error,
+          });
+        }
+      });
     }
 
     return NextResponse.json({ success: true });
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-approvals/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-approvals/route.ts
new file mode 100644
index 0000000..c2f80cf
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-approvals/route.ts
@@ -0,0 +1,85 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { z } from "zod";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { db } from "@/app/db/db";
+import { portfolioCapabilities } from "@/app/db/schema/portfolio";
+import { user } from "@/app/db/schema/users";
+import { and, eq } from "drizzle-orm";
+import { bulkApprove } from "@/app/lib/bulkApprove";
+
+const bodySchema = z.object({
+  changes: z
+    .array(
+      z.object({
+        hubspotDealId: z.string().min(1),
+        measureName: z.string().min(1),
+        approved: z.boolean(),
+      }),
+    )
+    .min(1, "changes must not be empty"),
+});
+
+/**
+ * POST /api/portfolio/[portfolioId]/bulk-approvals
+ *
+ * Approver-only. Applies all approve/unapprove changes in a single atomic
+ * DB transaction. If any change fails the entire batch is rolled back.
+ *
+ * Body: { changes: [{ hubspotDealId, measureName, approved }] }
+ * Response: 200 { ok: true, hubspotSync: "ok" | "failed" } | 400/401/403
+ */
+export async function POST(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  const { portfolioId } = await props.params;
+
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, session.user.email))
+    .limit(1);
+
+  if (!userRow[0]) {
+    return NextResponse.json({ error: "User not found" }, { status: 404 });
+  }
+
+  const capabilityRows = await db
+    .select({ capability: portfolioCapabilities.capability })
+    .from(portfolioCapabilities)
+    .where(
+      and(
+        eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+        eq(portfolioCapabilities.userId, userRow[0].id),
+      ),
+    );
+
+  if (!capabilityRows.some((r) => r.capability === "approver")) {
+    return NextResponse.json({ error: "Approver capability required" }, { status: 403 });
+  }
+
+  let body: z.infer<typeof bodySchema>;
+  try {
+    body = bodySchema.parse(await req.json());
+  } catch {
+    return NextResponse.json({ error: "Invalid body" }, { status: 400 });
+  }
+
+  const result = await bulkApprove({
+    changes: body.changes,
+    userId: userRow[0].id,
+    actedByEmail: session.user.email,
+  });
+
+  if (!result.ok) {
+    return NextResponse.json({ ok: false, error: result.error }, { status: 400 });
+  }
+
+  return NextResponse.json({ ok: true, hubspotSync: result.hubspotSync, hubspotError: result.hubspotError });
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-instructed-measures/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-instructed-measures/route.ts
new file mode 100644
index 0000000..3b02b66
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-instructed-measures/route.ts
@@ -0,0 +1,109 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { z } from "zod";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { db } from "@/app/db/db";
+import { portfolioCapabilities, portfolioUsers } from "@/app/db/schema/portfolio";
+import { user } from "@/app/db/schema/users";
+import { and, eq } from "drizzle-orm";
+import { bulkInstructDeals } from "@/app/lib/bulkInstructDeals";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
+
+const bodySchema = z.object({
+  deals: z
+    .array(
+      z.object({
+        dealId: z.string().min(1),
+        measureNames: z.array(z.string().min(1)).min(1),
+      }),
+    )
+    .min(1, "deals must not be empty"),
+  notes: z.string().optional(),
+});
+
+/**
+ * POST /api/portfolio/[portfolioId]/bulk-instructed-measures
+ *
+ * Approver-only. Instructs the given measures on each listed deal in a single
+ * atomic DB transaction. If any deal/measure fails the entire batch rolls back.
+ *
+ * Body: { deals: [{ dealId, measureNames }], notes? }
+ * Response: 200 { ok: true, hubspotSync } | 400/401/403
+ */
+export async function POST(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  const { portfolioId } = await props.params;
+
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, session.user.email))
+    .limit(1);
+
+  if (!userRow[0]) {
+    return NextResponse.json({ error: "User not found" }, { status: 404 });
+  }
+
+  const portfolioUserRow = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+        eq(portfolioUsers.userId, userRow[0].id),
+      ),
+    )
+    .limit(1);
+
+  if (!portfolioUserRow[0]?.role) {
+    return NextResponse.json({ error: "No portfolio access" }, { status: 403 });
+  }
+
+  const capabilityRows = await db
+    .select({ capability: portfolioCapabilities.capability })
+    .from(portfolioCapabilities)
+    .where(
+      and(
+        eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+        eq(portfolioCapabilities.userId, userRow[0].id),
+      ),
+    );
+
+  if (!capabilityRows.some((r) => r.capability === "approver")) {
+    return NextResponse.json({ error: "Approver capability required" }, { status: 403 });
+  }
+
+  let body: z.infer<typeof bodySchema>;
+  try {
+    body = bodySchema.parse(await req.json());
+  } catch {
+    return NextResponse.json({ error: "Invalid body" }, { status: 400 });
+  }
+
+  for (const deal of body.deals) {
+    for (const name of deal.measureNames) {
+      if (!(MEASURE_NAMES as ReadonlyArray<string>).includes(name)) {
+        return NextResponse.json({ error: `Unknown measure: ${name}` }, { status: 400 });
+      }
+    }
+  }
+
+  const result = await bulkInstructDeals({
+    deals: body.deals,
+    userId: userRow[0].id,
+    notes: body.notes,
+  });
+
+  if (!result.ok) {
+    return NextResponse.json({ ok: false, error: result.error }, { status: 400 });
+  }
+
+  return NextResponse.json({ ok: true, hubspotSync: result.hubspotSync, hubspotError: result.hubspotError });
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts
new file mode 100644
index 0000000..afee7f0
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts
@@ -0,0 +1,35 @@
+import { requestCombineRetrigger } from "@/lib/bulkUpload/server";
+import { readSessionToken } from "@/lib/session";
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+
+export async function POST(
+  request: NextRequest,
+  { params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
+) {
+  const session = await getServerSession(AuthOptions);
+  if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+
+  const { uploadId } = await params;
+  const result = await requestCombineRetrigger({
+    uploadId,
+    sessionToken: readSessionToken(request),
+  });
+
+  switch (result.kind) {
+    case "triggered":
+      return NextResponse.json(
+        { taskId: result.taskId, subTaskId: result.subTaskId },
+        { status: 200 }
+      );
+    case "already_combined":
+      return NextResponse.json({ alreadyCombined: true }, { status: 200 });
+    case "not_found":
+      return NextResponse.json({ error: "Not found" }, { status: 404 });
+    case "missing_task":
+      return NextResponse.json({ error: "Upload has no task" }, { status: 422 });
+    case "trigger_failed":
+      return NextResponse.json({ error: result.message }, { status: result.status });
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts
new file mode 100644
index 0000000..b6fd7ec
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts
@@ -0,0 +1,160 @@
+import { db } from "@/app/db/db";
+import { property } from "@/app/db/schema/property";
+import { sql } from "drizzle-orm";
+import { NextRequest, NextResponse } from "next/server";
+import { revalidatePath } from "next/cache";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { createRetrofitDataS3Client } from "@/app/utils/s3";
+import * as XLSX from "xlsx";
+import { loadForFinalize, markFinalized } from "@/lib/bulkUpload/server";
+
+const ADDRESS_COLS = ["Address 1", "Address 2", "Address 3"] as const;
+const POSTCODE_COL = "postcode";
+const INTERNAL_REF_COL = "Internal Reference";
+const UPRN_COL = "address2uprn_uprn";
+const MATCHED_ADDRESS_COL = "address2uprn_address";
+const LEXISCORE_COL = "address2uprn_lexiscore";
+const MISSING_SENTINEL = "invalid postcode";
+const UK_POSTCODE_RE = /[A-Z]{1,2}\d[A-Z\d]?\s*\d[A-Z]{2}/i;
+
+function normalize(v: unknown): string {
+  if (v === null || v === undefined) return "";
+  return String(v).trim();
+}
+
+function isMissing(v: string): boolean {
+  return v === "" || v.toLowerCase() === MISSING_SENTINEL;
+}
+
+function parseUprn(raw: unknown): bigint | null {
+  const v = normalize(raw);
+  if (isMissing(v)) return null;
+  try {
+    return BigInt(v);
+  } catch {
+    return null;
+  }
+}
+
+function parseLexiscore(raw: unknown): number | null {
+  const v = normalize(raw);
+  if (isMissing(v)) return null;
+  const n = Number(v);
+  return Number.isFinite(n) ? n : null;
+}
+
+function extractPostcode(matched: string | null, fallback: string): string | null {
+  if (matched) {
+    const m = matched.match(UK_POSTCODE_RE);
+    if (m) return m[0].toUpperCase();
+  }
+  return fallback || null;
+}
+
+function parseS3Uri(uri: string): { bucket: string; key: string } | null {
+  if (!uri.startsWith("s3://")) return null;
+  const rest = uri.slice(5);
+  const slash = rest.indexOf("/");
+  if (slash < 0) return null;
+  return { bucket: rest.slice(0, slash), key: rest.slice(slash + 1) };
+}
+
+export async function POST(
+  _request: NextRequest,
+  { params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
+) {
+  const session = await getServerSession(AuthOptions);
+  if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+
+  const { uploadId } = await params;
+
+  const guarded = await loadForFinalize(uploadId);
+  switch (guarded.kind) {
+    case "not_found":
+      return NextResponse.json({ error: "Not found" }, { status: 404 });
+    case "already_finalized":
+      return new NextResponse(null, { status: 200 });
+    case "wrong_state":
+      return NextResponse.json(
+        { error: `Upload not ready to finalize (state: ${guarded.current})` },
+        { status: 409 }
+      );
+    case "not_yet_combined":
+      return NextResponse.json({ error: "Combiner not finished" }, { status: 409 });
+  }
+  const upload = guarded.upload;
+
+  const parsed = parseS3Uri(upload.combinedOutputS3Uri!);
+  if (!parsed) {
+    return NextResponse.json({ error: "Invalid combined output S3 URI" }, { status: 500 });
+  }
+
+  const s3 = createRetrofitDataS3Client();
+
+  let rawRows: Record<string, unknown>[];
+  try {
+    const obj = await s3
+      .getObject({ Bucket: parsed.bucket, Key: parsed.key })
+      .promise();
+    const buf = Buffer.from(obj.Body as Uint8Array);
+    const wb = XLSX.read(buf, { type: "buffer" });
+    const sheet = wb.Sheets[wb.SheetNames[0]];
+    rawRows = XLSX.utils.sheet_to_json<Record<string, unknown>>(sheet, { defval: "" });
+  } catch (err) {
+    console.error("Failed to read combined CSV from S3:", err);
+    return NextResponse.json({ error: "Failed to read combined CSV" }, { status: 502 });
+  }
+
+  const portfolioIdBig = BigInt(upload.portfolioId);
+
+  const values = rawRows.map((raw) => {
+    const userInputtedAddress =
+      ADDRESS_COLS.map((c) => normalize(raw[c])).filter(Boolean).join(", ") || null;
+    const userInputtedPostcode = normalize(raw[POSTCODE_COL]) || null;
+
+    const uprn = parseUprn(raw[UPRN_COL]);
+
+    const matchedAddressRaw = normalize(raw[MATCHED_ADDRESS_COL]);
+    const matchedAddress = isMissing(matchedAddressRaw) ? null : matchedAddressRaw;
+
+    const address = matchedAddress ?? userInputtedAddress;
+    const postcode = extractPostcode(matchedAddress, userInputtedPostcode ?? "");
+
+    const internalRef = normalize(raw[INTERNAL_REF_COL]) || null;
+    const lexiscore = parseLexiscore(raw[LEXISCORE_COL]);
+
+    return {
+      portfolioId: portfolioIdBig,
+      creationStatus: "READY" as const,
+      uprn,
+      landlordPropertyId: internalRef,
+      address,
+      postcode,
+      userInputtedAddress,
+      userInputtedPostcode,
+      lexiscore,
+    };
+  });
+
+  try {
+    if (values.length > 0) {
+      await db
+        .insert(property)
+        .values(values)
+        .onConflictDoNothing({
+          target: [property.portfolioId, property.uprn],
+          where: sql`${property.uprn} IS NOT NULL`,
+        });
+    }
+
+    await markFinalized(uploadId);
+
+    revalidatePath("/portfolio/[slug]", "layout");
+
+    return new NextResponse(null, { status: 200 });
+  } catch (err) {
+    console.error("Failed to finalize bulk upload:", err);
+    return NextResponse.json({ error: "Failed to import properties" }, { status: 500 });
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/progress/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/progress/route.ts
new file mode 100644
index 0000000..f5ac996
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/progress/route.ts
@@ -0,0 +1,17 @@
+import { getProgressView } from "@/lib/bulkUpload/server";
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+
+export async function GET(
+  _request: NextRequest,
+  { params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
+) {
+  const session = await getServerSession(AuthOptions);
+  if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+
+  const { uploadId } = await params;
+  const view = await getProgressView(uploadId);
+  if (!view) return NextResponse.json({ error: "Not found" }, { status: 404 });
+  return NextResponse.json(view, { status: 200 });
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
new file mode 100644
index 0000000..2b45299
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
@@ -0,0 +1,41 @@
+import { setColumnMapping } from "@/lib/bulkUpload/server";
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+
+const PatchSchema = z.object({
+  columnMapping: z.record(z.string(), z.string()),
+});
+
+export async function PATCH(
+  request: NextRequest,
+  { params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
+) {
+  const { uploadId } = await params;
+
+  let body;
+  try {
+    body = PatchSchema.parse(await request.json());
+  } catch {
+    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
+  }
+
+  try {
+    const result = await setColumnMapping(uploadId, body.columnMapping);
+    switch (result.kind) {
+      case "ok":
+        return NextResponse.json(result.upload, { status: 200 });
+      case "not_found":
+        return NextResponse.json({ error: "Not found" }, { status: 404 });
+      case "invalid_status":
+        return NextResponse.json(
+          { error: `Cannot remap upload in state '${result.current}'` },
+          { status: 409 }
+        );
+      case "invalid_mapping":
+        return NextResponse.json({ error: result.reason }, { status: 422 });
+    }
+  } catch (error) {
+    console.error("Failed to save column mapping:", error);
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/start-address-matching/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/start-address-matching/route.ts
new file mode 100644
index 0000000..5fd282f
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/start-address-matching/route.ts
@@ -0,0 +1,124 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { createS3Client, createRetrofitDataS3Client, retrofitDataS3Bucket } from "@/app/utils/s3";
+import * as XLSX from "xlsx";
+import { loadForAddressMatching, triggerAddressMatching } from "@/lib/bulkUpload/server";
+import { readSessionToken } from "@/lib/session";
+
+const FIELD_RENAME: Record<string, string> = {
+  address_1: "Address 1",
+  address_2: "Address 2",
+  address_3: "Address 3",
+  postcode: "postcode",
+  internal_reference: "Internal Reference",
+};
+
+function transformFile(
+  buffer: Buffer,
+  columnMapping: Record<string, string>
+): { csv: string; error?: never } | { csv?: never; error: string } {
+  const wb = XLSX.read(buffer, { type: "buffer" });
+  const sheet = wb.Sheets[wb.SheetNames[0]];
+  const rows = XLSX.utils.sheet_to_json<Record<string, unknown>>(sheet, { defval: "" });
+
+  if (rows.length === 0) return { error: "Empty file" };
+
+  const sourceHeaders = Object.keys(rows[0]);
+  const outputHeaders: string[] = [];
+  const sourceToOutput: Record<string, string> = {};
+
+  for (const src of sourceHeaders) {
+    const mapped = columnMapping[src];
+    if (!mapped || mapped === "skip") continue;
+    const renamed = FIELD_RENAME[mapped] ?? mapped;
+    outputHeaders.push(renamed);
+    sourceToOutput[src] = renamed;
+  }
+
+  if (!outputHeaders.includes("Address 1"))
+    return { error: 'Mapping must include "Address 1"' };
+  if (!outputHeaders.includes("postcode"))
+    return { error: 'Mapping must include "postcode"' };
+
+  const outputRows = rows.map((row) => {
+    const out: Record<string, unknown> = {};
+    for (const [src, renamed] of Object.entries(sourceToOutput)) {
+      out[renamed] = row[src] ?? "";
+    }
+    return out;
+  });
+
+  const outSheet = XLSX.utils.json_to_sheet(outputRows, { header: outputHeaders });
+  return { csv: XLSX.utils.sheet_to_csv(outSheet) };
+}
+
+export async function POST(
+  request: NextRequest,
+  { params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
+) {
+  const session = await getServerSession(AuthOptions);
+  if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+
+  const { portfolioId, uploadId } = await params;
+
+  const guarded = await loadForAddressMatching(uploadId);
+  switch (guarded.kind) {
+    case "not_found":
+      return NextResponse.json({ error: "Not found" }, { status: 404 });
+    case "wrong_state":
+      return NextResponse.json(
+        { error: `Upload not ready for onboarding (state: ${guarded.current})` },
+        { status: 409 }
+      );
+    case "missing_mapping":
+      return NextResponse.json({ error: "Column mapping missing" }, { status: 422 });
+  }
+  const upload = guarded.upload;
+
+  const s3 = createS3Client();
+  const outputS3 = createRetrofitDataS3Client();
+  const outputBucket = retrofitDataS3Bucket();
+
+  let fileBuffer: Buffer;
+  try {
+    const obj = await s3
+      .getObject({ Bucket: upload.s3Bucket, Key: upload.s3Key })
+      .promise();
+    fileBuffer = Buffer.from(obj.Body as Uint8Array);
+  } catch (err) {
+    console.error("Failed to read source file from S3:", err);
+    return NextResponse.json({ error: "Failed to read source file" }, { status: 500 });
+  }
+
+  const transformed = transformFile(fileBuffer, upload.columnMapping!);
+  if (transformed.error)
+    return NextResponse.json({ error: transformed.error }, { status: 422 });
+
+  const transformedKey = `bulk_onboarding_inputs/${portfolioId}/${uploadId}.csv`;
+  try {
+    await outputS3
+      .putObject({
+        Bucket: outputBucket,
+        Key: transformedKey,
+        Body: transformed.csv,
+        ContentType: "text/csv",
+      })
+      .promise();
+  } catch (err) {
+    console.error("Failed to upload transformed CSV:", err);
+    return NextResponse.json({ error: "Failed to store transformed file" }, { status: 500 });
+  }
+
+  const s3Uri = `s3://${outputBucket}/${transformedKey}`;
+
+  const trigger = await triggerAddressMatching({
+    uploadId,
+    s3Uri,
+    sessionToken: readSessionToken(request),
+  });
+  if (trigger.kind === "trigger_failed")
+    return NextResponse.json({ error: trigger.message }, { status: trigger.status });
+
+  return NextResponse.json({ taskId: trigger.taskId }, { status: 200 });
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts
new file mode 100644
index 0000000..a6ebbc1
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts
@@ -0,0 +1,17 @@
+import { listForPortfolio } from "@/lib/bulkUpload/server";
+import { NextRequest, NextResponse } from "next/server";
+
+export async function GET(
+  _request: NextRequest,
+  { params }: { params: Promise<{ portfolioId: string }> }
+) {
+  const { portfolioId } = await params;
+
+  try {
+    const uploads = await listForPortfolio(portfolioId);
+    return NextResponse.json(uploads, { status: 200 });
+  } catch (error) {
+    console.error("Failed to fetch bulk uploads:", error);
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/deal-properties/route.ts b/src/app/api/portfolio/[portfolioId]/deal-properties/route.ts
new file mode 100644
index 0000000..f85b772
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/deal-properties/route.ts
@@ -0,0 +1,132 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { and, eq } from "drizzle-orm";
+import { z } from "zod";
+
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { db } from "@/app/db/db";
+import {
+  portfolioCapabilities,
+  portfolioUsers,
+} from "@/app/db/schema/portfolio";
+import { user } from "@/app/db/schema/users";
+import { applyDealPropertyUpdate } from "@/app/lib/dealPropertyUpdate";
+
+const patchSchema = z.object({
+  dealId: z.string().min(1, "dealId is required"),
+  fields: z.record(z.unknown()),
+});
+
+/**
+ * PATCH /api/portfolio/[portfolioId]/deal-properties
+ *
+ * Single update path for whitelisted, role-gated fields on
+ * `hubspot_deal_data`. The route is responsible for AuthN + portfolio role
+ * lookup; per-field validation, permission check, DB write and HubSpot
+ * push are delegated to `applyDealPropertyUpdate`.
+ *
+ * Body shape:
+ *   {
+ *     "dealId": "12345",
+ *     "fields": {
+ *       "pibi_order_date":     "2025-03-12T00:00:00.000Z" | null,
+ *       "pibi_completed_date": "2025-04-02T00:00:00.000Z" | null,
+ *       ...
+ *     }
+ *   }
+ *
+ * Response:
+ *   200 { results: { [field]: { ok: true } | { ok: false, error } },
+ *         hubspotSync: "ok" | "failed" | "skipped",
+ *         hubspotError?: string }
+ */
+export async function PATCH(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: "Invalid JSON" }, { status: 400 });
+  }
+
+  const parsed = patchSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json(
+      { error: parsed.error.flatten() },
+      { status: 400 },
+    );
+  }
+
+  const { dealId, fields } = parsed.data;
+
+  // Look up the calling user's role on this portfolio. The service
+  // enforces per-field permissions but we still need a role string to
+  // pass through.
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, session.user.email))
+    .limit(1);
+
+  if (!userRow[0]) {
+    return NextResponse.json({ error: "User not found" }, { status: 404 });
+  }
+
+  const portfolioUserRow = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+        eq(portfolioUsers.userId, userRow[0].id),
+      ),
+    )
+    .limit(1);
+
+  const role = portfolioUserRow[0]?.role;
+  if (!role) {
+    return NextResponse.json(
+      { error: "No portfolio access" },
+      { status: 403 },
+    );
+  }
+
+  // Capabilities are orthogonal to role — used by approver-gated fields
+  // (e.g. property_halted_date / _reason in issue #255).
+  const capabilityRows = await db
+    .select({ capability: portfolioCapabilities.capability })
+    .from(portfolioCapabilities)
+    .where(
+      and(
+        eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+        eq(portfolioCapabilities.userId, userRow[0].id),
+      ),
+    );
+  const capabilities = capabilityRows.map((r) => r.capability);
+
+  try {
+    const outcome = await applyDealPropertyUpdate({
+      dealId,
+      fields,
+      role,
+      capabilities,
+    });
+
+    return NextResponse.json(outcome);
+  } catch (err) {
+    console.error("[deal-properties PATCH]", err);
+    return NextResponse.json(
+      { error: "Internal server error" },
+      { status: 500 },
+    );
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts b/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
new file mode 100644
index 0000000..533f228
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
@@ -0,0 +1,148 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { and, eq } from "drizzle-orm";
+import { z } from "zod";
+
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { db } from "@/app/db/db";
+import {
+  portfolioCapabilities,
+  portfolioUsers,
+} from "@/app/db/schema/portfolio";
+import { user } from "@/app/db/schema/users";
+import { instructMeasures } from "@/app/lib/instructMeasure";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
+
+const postSchema = z.object({
+  dealId: z.string().min(1, "dealId is required"),
+  measureNames: z
+    .array(z.string().min(1))
+    .min(1, "measureNames must not be empty"),
+});
+
+/**
+ * POST /api/portfolio/[portfolioId]/instructed-measures
+ *
+ * Approver-only endpoint that instructs a measure on a deal. Validates the
+ * measure name against the canonical `MEASURE_NAMES` catalogue, persists
+ * to `user_defined_deal_measures`, auto-creates an approval row, and
+ * pushes back to HubSpot. See `instructMeasure` for the full contract.
+ *
+ * Body:
+ *   { dealId: string, measureNames: string[] }
+ *
+ * Response:
+ *   200 { ok: true, hubspotSync: "ok" | "failed", hubspotError? }
+ *   400 { ok: false, error }
+ *   401 / 403 / 404 on auth/role/user errors.
+ */
+export async function POST(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: "Invalid JSON" }, { status: 400 });
+  }
+
+  const parsed = postSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json(
+      { error: parsed.error.flatten() },
+      { status: 400 },
+    );
+  }
+
+  const { dealId, measureNames } = parsed.data;
+
+  // Validate all names against the canonical catalogue up-front.
+  for (const name of measureNames) {
+    if (!(MEASURE_NAMES as ReadonlyArray<string>).includes(name)) {
+      return NextResponse.json(
+        { error: `Unknown measure: ${name}` },
+        { status: 400 },
+      );
+    }
+  }
+
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, session.user.email))
+    .limit(1);
+
+  if (!userRow[0]) {
+    return NextResponse.json({ error: "User not found" }, { status: 404 });
+  }
+
+  // Caller must have any role on the portfolio (so we don't expose the
+  // endpoint to strangers) AND the approver capability.
+  const portfolioUserRow = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+        eq(portfolioUsers.userId, userRow[0].id),
+      ),
+    )
+    .limit(1);
+
+  if (!portfolioUserRow[0]?.role) {
+    return NextResponse.json(
+      { error: "No portfolio access" },
+      { status: 403 },
+    );
+  }
+
+  const capabilityRows = await db
+    .select({ capability: portfolioCapabilities.capability })
+    .from(portfolioCapabilities)
+    .where(
+      and(
+        eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+        eq(portfolioCapabilities.userId, userRow[0].id),
+      ),
+    );
+  const capabilities = capabilityRows.map((r) => r.capability);
+  if (!capabilities.includes("approver")) {
+    return NextResponse.json(
+      { error: "Approver capability required" },
+      { status: 403 },
+    );
+  }
+
+  try {
+    const result = await instructMeasures({
+      dealId,
+      measureNames,
+      userId: userRow[0].id,
+    });
+
+    if (!result.ok) {
+      return NextResponse.json({ ok: false, error: result.error }, {
+        status: 400,
+      });
+    }
+    return NextResponse.json({
+      ok: true,
+      hubspotSync: result.hubspotSync,
+      hubspotError: result.hubspotError,
+    });
+  } catch (err) {
+    console.error("[instructed-measures POST]", err);
+    return NextResponse.json(
+      { error: "Internal server error" },
+      { status: 500 },
+    );
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/organisation/route.test.ts b/src/app/api/portfolio/[portfolioId]/organisation/route.test.ts
new file mode 100644
index 0000000..a59d9b2
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/organisation/route.test.ts
@@ -0,0 +1,181 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { NextRequest } from "next/server";
+
+// ── Hoisted mocks ─────────────────────────────────────────────────────────────
+const {
+  mockGetServerSession,
+  mockDbSelect,
+  mockDbInsert,
+  mockDbDelete,
+} = vi.hoisted(() => ({
+  mockGetServerSession: vi.fn(),
+  mockDbSelect: vi.fn(),
+  mockDbInsert: vi.fn(),
+  mockDbDelete: vi.fn(),
+}));
+
+vi.mock("next-auth", () => ({ getServerSession: mockGetServerSession }));
+vi.mock("@/app/api/auth/[...nextauth]/authOptions", () => ({ AuthOptions: {} }));
+vi.mock("drizzle-orm", () => ({
+  and: vi.fn((...args: unknown[]) => ({ $and: args })),
+  eq: vi.fn((a: unknown, b: unknown) => ({ $eq: [a, b] })),
+  inArray: vi.fn((col: unknown, vals: unknown) => ({ $inArray: [col, vals] })),
+}));
+vi.mock("@/app/db/schema/portfolio_organisation", () => ({
+  portfolioOrganisation: {
+    portfolioId: {},
+    organisationId: {},
+    id: {},
+  },
+}));
+vi.mock("@/app/db/schema/organisation", () => ({
+  organisation: { id: {}, name: {}, hubspotCompanyId: {} },
+}));
+vi.mock("@/app/db/db", () => ({
+  db: {
+    get select() { return mockDbSelect; },
+    get insert() { return mockDbInsert; },
+    get delete() { return mockDbDelete; },
+  },
+}));
+
+// ── Chain builders ────────────────────────────────────────────────────────────
+function makeSelectChain(rows: unknown[]) {
+  const self: Record<string, unknown> = {};
+  self["then"] = (resolve: (v: unknown) => unknown, reject: (e: unknown) => unknown) =>
+    Promise.resolve(rows).then(resolve, reject);
+  self["from"] = vi.fn(() => self);
+  self["innerJoin"] = vi.fn(() => self);
+  self["leftJoin"] = vi.fn(() => self);
+  self["where"] = vi.fn(() => self);
+  self["limit"] = vi.fn(() => Promise.resolve(rows));
+  return self;
+}
+
+function makeInsertChain() {
+  const self: Record<string, unknown> = {};
+  self["values"] = vi.fn(() => Promise.resolve([]));
+  return self;
+}
+
+function makeDeleteChain() {
+  const self: Record<string, unknown> = {};
+  self["where"] = vi.fn(() => Promise.resolve([]));
+  return self;
+}
+
+function makeParams(portfolioId = "42") {
+  return Promise.resolve({ portfolioId });
+}
+
+function makeRequest(method: string, body?: unknown, portfolioId = "42") {
+  return new NextRequest(
+    `http://localhost/api/portfolio/${portfolioId}/organisation`,
+    {
+      method,
+      ...(body ? { body: JSON.stringify(body), headers: { "content-type": "application/json" } } : {}),
+    },
+  );
+}
+
+// ── Subject under test ────────────────────────────────────────────────────────
+import { GET, POST, DELETE } from "./route";
+
+describe("GET /portfolio/:id/organisation", () => {
+  beforeEach(() => vi.clearAllMocks());
+
+  it("returns empty array when no orgs linked", async () => {
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([]));
+    const res = await GET(makeRequest("GET"), { params: makeParams() });
+    expect(res.status).toBe(200);
+    const json = await res.json();
+    expect(json).toEqual([]);
+  });
+
+  it("returns all linked orgs as array", async () => {
+    const orgs = [
+      { id: "org-1", name: "Alpha Housing", hubspotCompanyId: "hs-1" },
+      { id: "org-2", name: "Beta Council", hubspotCompanyId: "hs-2" },
+    ];
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain(orgs));
+    const res = await GET(makeRequest("GET"), { params: makeParams() });
+    expect(res.status).toBe(200);
+    const json = await res.json();
+    expect(json).toHaveLength(2);
+    expect(json[0].name).toBe("Alpha Housing");
+    expect(json[1].name).toBe("Beta Council");
+  });
+});
+
+describe("POST /portfolio/:id/organisation", () => {
+  beforeEach(() => vi.clearAllMocks());
+
+  it("returns 403 for non-Domna user", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "outsider@other.com" } });
+    const res = await POST(makeRequest("POST", { organisationId: "org-1" }), { params: makeParams() });
+    expect(res.status).toBe(403);
+  });
+
+  it("returns 400 when organisationId missing", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "admin@domna.homes" } });
+    const res = await POST(makeRequest("POST", {}), { params: makeParams() });
+    expect(res.status).toBe(400);
+  });
+
+  it("returns 409 when org already linked to this portfolio", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "admin@domna.homes" } });
+    // existing link found
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: "link-1" }]));
+    const res = await POST(makeRequest("POST", { organisationId: "org-1" }), { params: makeParams() });
+    expect(res.status).toBe(409);
+  });
+
+  it("adds org without removing existing links", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "admin@domna.homes" } });
+    // no existing link for this org
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([]));
+    const insertChain = makeInsertChain();
+    mockDbInsert.mockImplementationOnce(() => insertChain);
+    // return updated list
+    mockDbSelect.mockImplementationOnce(() =>
+      makeSelectChain([
+        { id: "org-1", name: "Alpha Housing", hubspotCompanyId: "hs-1" },
+        { id: "org-2", name: "Beta Council", hubspotCompanyId: "hs-2" },
+      ]),
+    );
+    const res = await POST(makeRequest("POST", { organisationId: "org-2" }), { params: makeParams() });
+    expect(res.status).toBe(200);
+    // insert called — no delete called
+    expect(mockDbDelete).not.toHaveBeenCalled();
+    expect(insertChain.values).toHaveBeenCalled();
+    const json = await res.json();
+    expect(json).toHaveLength(2);
+  });
+});
+
+describe("DELETE /portfolio/:id/organisation", () => {
+  beforeEach(() => vi.clearAllMocks());
+
+  it("returns 403 for non-Domna user", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "outsider@other.com" } });
+    const res = await DELETE(makeRequest("DELETE", { organisationId: "org-1" }), { params: makeParams() });
+    expect(res.status).toBe(403);
+  });
+
+  it("removes the specific org link", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "admin@domna.homes" } });
+    const deleteChain = makeDeleteChain();
+    mockDbDelete.mockImplementationOnce(() => deleteChain);
+    const res = await DELETE(makeRequest("DELETE", { organisationId: "org-1" }), { params: makeParams() });
+    expect(res.status).toBe(200);
+    expect(deleteChain.where).toHaveBeenCalled();
+    const json = await res.json();
+    expect(json.success).toBe(true);
+  });
+
+  it("returns 400 when organisationId missing", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "admin@domna.homes" } });
+    const res = await DELETE(makeRequest("DELETE", {}), { params: makeParams() });
+    expect(res.status).toBe(400);
+  });
+});
diff --git a/src/app/api/portfolio/[portfolioId]/organisation/route.ts b/src/app/api/portfolio/[portfolioId]/organisation/route.ts
index f6bf22f..02f985f 100644
--- a/src/app/api/portfolio/[portfolioId]/organisation/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/organisation/route.ts
@@ -1,7 +1,7 @@
 import { NextRequest, NextResponse } from "next/server";
 import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
-import { eq } from "drizzle-orm";
+import { and, eq } from "drizzle-orm";
 import { db } from "@/app/db/db";
 import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation";
 import { organisation } from "@/app/db/schema/organisation";
@@ -10,14 +10,8 @@ function isDomnaUser(email: string | null | undefined): boolean {
   return !!email?.endsWith("@domna.homes");
 }
 
-// GET — fetch the current linked organisation for this portfolio
-export async function GET(
-  _req: NextRequest,
-  { params }: { params: Promise<{ portfolioId: string }> },
-) {
-  const { portfolioId } = await params;
-
-  const rows = await db
+function linkedOrgsQuery(portfolioId: string) {
+  return db
     .select({
       id: organisation.id,
       name: organisation.name,
@@ -25,13 +19,20 @@ export async function GET(
     })
     .from(portfolioOrganisation)
     .innerJoin(organisation, eq(portfolioOrganisation.organisationId, organisation.id))
-    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)))
-    .limit(1);
-
-  return NextResponse.json(rows[0] ?? null);
+    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)));
 }
 
-// POST — connect an organisation to this portfolio (Domna only)
+// GET — fetch all linked organisations for this portfolio
+export async function GET(
+  _req: NextRequest,
+  { params }: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await params;
+  const rows = await linkedOrgsQuery(portfolioId);
+  return NextResponse.json(rows);
+}
+
+// POST — add an organisation link (Domna only, rejects duplicates)
 export async function POST(
   req: NextRequest,
   { params }: { params: Promise<{ portfolioId: string }> },
@@ -43,40 +44,40 @@ export async function POST(
 
   const { portfolioId } = await params;
   const body = await req.json();
-  const { organisationId } = body as { organisationId: string };
+  const { organisationId } = body as { organisationId?: string };
 
   if (!organisationId) {
     return NextResponse.json({ error: "organisationId required" }, { status: 400 });
   }
 
-  // Upsert: delete any existing link then insert fresh
-  await db
-    .delete(portfolioOrganisation)
-    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)));
+  // Reject if this org is already linked to this portfolio
+  const existing = await db
+    .select({ id: portfolioOrganisation.id })
+    .from(portfolioOrganisation)
+    .where(
+      and(
+        eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)),
+        eq(portfolioOrganisation.organisationId, organisationId),
+      ),
+    )
+    .limit(1);
+
+  if (existing.length > 0) {
+    return NextResponse.json({ error: "Organisation already linked" }, { status: 409 });
+  }
 
   await db.insert(portfolioOrganisation).values({
     portfolioId: BigInt(portfolioId),
     organisationId,
   });
 
-  // Return the newly linked org
-  const rows = await db
-    .select({
-      id: organisation.id,
-      name: organisation.name,
-      hubspotCompanyId: organisation.hubspotCompanyId,
-    })
-    .from(portfolioOrganisation)
-    .innerJoin(organisation, eq(portfolioOrganisation.organisationId, organisation.id))
-    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)))
-    .limit(1);
-
-  return NextResponse.json(rows[0] ?? null);
+  const rows = await linkedOrgsQuery(portfolioId);
+  return NextResponse.json(rows);
 }
 
-// DELETE — disconnect the organisation from this portfolio (Domna only)
+// DELETE — remove a specific organisation link (Domna only)
 export async function DELETE(
-  _req: NextRequest,
+  req: NextRequest,
   { params }: { params: Promise<{ portfolioId: string }> },
 ) {
   const session = await getServerSession(AuthOptions);
@@ -85,10 +86,21 @@ export async function DELETE(
   }
 
   const { portfolioId } = await params;
+  const body = await req.json().catch(() => ({}));
+  const { organisationId } = body as { organisationId?: string };
+
+  if (!organisationId) {
+    return NextResponse.json({ error: "organisationId required" }, { status: 400 });
+  }
 
   await db
     .delete(portfolioOrganisation)
-    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)));
+    .where(
+      and(
+        eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)),
+        eq(portfolioOrganisation.organisationId, organisationId),
+      ),
+    );
 
   return NextResponse.json({ success: true });
 }
diff --git a/src/app/api/portfolio/[portfolioId]/pibi-measures/route.ts b/src/app/api/portfolio/[portfolioId]/pibi-measures/route.ts
new file mode 100644
index 0000000..afe84c0
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/pibi-measures/route.ts
@@ -0,0 +1,231 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { and, eq } from "drizzle-orm";
+import { z } from "zod";
+
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { db } from "@/app/db/db";
+import {
+  portfolioCapabilities,
+  portfolioUsers,
+} from "@/app/db/schema/portfolio";
+import { user } from "@/app/db/schema/users";
+import { userDefinedDealMeasures } from "@/app/db/schema/user_defined_deal_measures";
+import { dealMeasureApprovals } from "@/app/db/schema/approvals";
+import { selectPibiMeasures } from "@/app/lib/selectPibiMeasures";
+
+const postSchema = z.object({
+  dealId: z.string().min(1, "dealId is required"),
+  measureNames: z.array(z.string()).min(0),
+});
+
+/**
+ * GET /api/portfolio/[portfolioId]/pibi-measures?dealId=...
+ *
+ * Returns the current PIBI selection and approved measure names for a deal.
+ * Used by the drawer's PIBI selector to pre-populate the multi-select.
+ *
+ * Response:
+ *   200 { pibiMeasures: string[], approvedMeasures: string[], instructedMeasures: string[] }
+ */
+export async function GET(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  const dealId = req.nextUrl.searchParams.get("dealId");
+  if (!dealId) {
+    return NextResponse.json(
+      { error: "dealId query param is required" },
+      { status: 400 },
+    );
+  }
+
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, session.user.email))
+    .limit(1);
+
+  if (!userRow[0]) {
+    return NextResponse.json({ error: "User not found" }, { status: 404 });
+  }
+
+  const portfolioUserRow = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+        eq(portfolioUsers.userId, userRow[0].id),
+      ),
+    )
+    .limit(1);
+
+  if (!portfolioUserRow[0]?.role) {
+    return NextResponse.json(
+      { error: "No portfolio access" },
+      { status: 403 },
+    );
+  }
+
+  const [pibiRows, approvalRows, instructedRows] = await Promise.all([
+    db
+      .select({ measureName: userDefinedDealMeasures.measureName })
+      .from(userDefinedDealMeasures)
+      .where(
+        and(
+          eq(userDefinedDealMeasures.hubspotDealId, dealId),
+          eq(userDefinedDealMeasures.source, "pibi_ordered"),
+        ),
+      ),
+    db
+      .select({ measureName: dealMeasureApprovals.measureName })
+      .from(dealMeasureApprovals)
+      .where(
+        and(
+          eq(dealMeasureApprovals.hubspotDealId, dealId),
+          eq(dealMeasureApprovals.isApproved, true),
+        ),
+      ),
+    db
+      .select({ measureName: userDefinedDealMeasures.measureName })
+      .from(userDefinedDealMeasures)
+      .where(
+        and(
+          eq(userDefinedDealMeasures.hubspotDealId, dealId),
+          eq(userDefinedDealMeasures.source, "instructed"),
+        ),
+      ),
+  ]);
+
+  return NextResponse.json({
+    pibiMeasures: pibiRows.map((r) => r.measureName),
+    approvedMeasures: approvalRows.map((r) => r.measureName),
+    instructedMeasures: instructedRows.map((r) => r.measureName),
+  });
+}
+
+/**
+ * POST /api/portfolio/[portfolioId]/pibi-measures
+ *
+ * Approver-only endpoint that records which measures on a deal are going for
+ * PIBI. The incoming `measureNames[]` is the FULL desired set — it replaces
+ * any prior selection. Persists to `user_defined_deal_measures` with
+ * `source = "pibi_ordered"` and pushes back to HubSpot under
+ * `measures_for_pibi_ordered`. See `selectPibiMeasures` for the full
+ * contract.
+ *
+ * Body:
+ *   { dealId: string, measureNames: string[] }
+ *
+ * Response:
+ *   200 { ok: true, hubspotSync: "ok" | "failed", hubspotError? }
+ *   400 { ok: false, error }
+ *   401 / 403 / 404 on auth/role/user errors.
+ */
+export async function POST(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: "Invalid JSON" }, { status: 400 });
+  }
+
+  const parsed = postSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json(
+      { error: parsed.error.flatten() },
+      { status: 400 },
+    );
+  }
+
+  const { dealId, measureNames } = parsed.data;
+
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, session.user.email))
+    .limit(1);
+
+  if (!userRow[0]) {
+    return NextResponse.json({ error: "User not found" }, { status: 404 });
+  }
+
+  // Caller must be a portfolio member AND have the approver capability.
+  const portfolioUserRow = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+        eq(portfolioUsers.userId, userRow[0].id),
+      ),
+    )
+    .limit(1);
+
+  if (!portfolioUserRow[0]?.role) {
+    return NextResponse.json(
+      { error: "No portfolio access" },
+      { status: 403 },
+    );
+  }
+
+  const capabilityRows = await db
+    .select({ capability: portfolioCapabilities.capability })
+    .from(portfolioCapabilities)
+    .where(
+      and(
+        eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+        eq(portfolioCapabilities.userId, userRow[0].id),
+      ),
+    );
+  const capabilities = capabilityRows.map((r) => r.capability);
+  if (!capabilities.includes("approver")) {
+    return NextResponse.json(
+      { error: "Approver capability required" },
+      { status: 403 },
+    );
+  }
+
+  try {
+    const result = await selectPibiMeasures({
+      dealId,
+      measureNames,
+      userId: userRow[0].id,
+    });
+
+    if (!result.ok) {
+      return NextResponse.json({ ok: false, error: result.error }, {
+        status: 400,
+      });
+    }
+    return NextResponse.json({
+      ok: true,
+      hubspotSync: result.hubspotSync,
+      hubspotError: result.hubspotError,
+    });
+  } catch (err) {
+    console.error("[pibi-measures POST]", err);
+    return NextResponse.json(
+      { error: "Internal server error" },
+      { status: 500 },
+    );
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/pibi-requests/[id]/route.test.ts b/src/app/api/portfolio/[portfolioId]/pibi-requests/[id]/route.test.ts
new file mode 100644
index 0000000..4be1363
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/pibi-requests/[id]/route.test.ts
@@ -0,0 +1,139 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { NextRequest } from "next/server";
+
+const {
+  mockGetServerSession,
+  mockUpdatePibiRequest,
+  mockDeletePibiRequest,
+  mockDbSelect,
+} = vi.hoisted(() => ({
+  mockGetServerSession: vi.fn(),
+  mockUpdatePibiRequest: vi.fn(),
+  mockDeletePibiRequest: vi.fn(),
+  mockDbSelect: vi.fn(),
+}));
+
+vi.mock("next-auth", () => ({ getServerSession: mockGetServerSession }));
+vi.mock("@/app/api/auth/[...nextauth]/authOptions", () => ({ AuthOptions: {} }));
+vi.mock("@/app/lib/updatePibiRequest", () => ({
+  updatePibiRequest: mockUpdatePibiRequest,
+  PIBI_ORDERED_TEXT_PROP: "measures_for_pibi_ordered_text",
+}));
+vi.mock("@/app/lib/deletePibiRequest", () => ({
+  deletePibiRequest: mockDeletePibiRequest,
+}));
+vi.mock("drizzle-orm", () => ({
+  and: vi.fn((...args: unknown[]) => ({ $and: args })),
+  eq: vi.fn((a: unknown, b: unknown) => ({ $eq: [a, b] })),
+}));
+vi.mock("@/app/db/schema/portfolio", () => ({
+  portfolioUsers: { portfolioId: {}, userId: {}, role: {} },
+  portfolioCapabilities: { portfolioId: {}, userId: {}, capability: {} },
+}));
+vi.mock("@/app/db/schema/users", () => ({ user: { id: {}, email: {} } }));
+vi.mock("@/app/db/db", () => ({
+  db: { get select() { return mockDbSelect; } },
+}));
+
+function makeSelectChain(limitResult: unknown[], directResult: unknown[] = []) {
+  const self: Record<string, unknown> = {};
+  self["then"] = (_resolve: (v: unknown) => unknown, _reject: (e: unknown) => unknown) =>
+    Promise.resolve(directResult).then(_resolve, _reject);
+  self["from"] = vi.fn(() => self);
+  self["where"] = vi.fn(() => self);
+  self["limit"] = vi.fn(() => Promise.resolve(limitResult));
+  return self;
+}
+
+function mockApproverAuth(userId = 2n) {
+  mockGetServerSession.mockResolvedValue({ user: { email: "approver@test.com" } });
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: userId }]));
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "admin" }]));
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([], [{ capability: "approver" }]));
+}
+
+function makeParams(portfolioId = "5", id = "7") {
+  return Promise.resolve({ portfolioId, id });
+}
+
+import { PATCH, DELETE } from "./route";
+
+describe("PATCH /pibi-requests/[id]", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+    mockUpdatePibiRequest.mockResolvedValue({ ok: true, hubspotSync: "ok" });
+  });
+
+  it("returns 401 when unauthenticated", async () => {
+    mockGetServerSession.mockResolvedValue(null);
+    const req = new NextRequest("http://localhost/api/portfolio/5/pibi-requests/7", {
+      method: "PATCH",
+      body: JSON.stringify({ dealId: "deal-1", completedAt: "2026-05-10T00:00:00Z" }),
+      headers: { "content-type": "application/json" },
+    });
+    const res = await PATCH(req, { params: makeParams() });
+    expect(res.status).toBe(401);
+  });
+
+  it("returns 403 when not approver", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "user@test.com" } });
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 1n }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "write" }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([], []));
+
+    const req = new NextRequest("http://localhost/api/portfolio/5/pibi-requests/7", {
+      method: "PATCH",
+      body: JSON.stringify({ dealId: "deal-1", completedAt: "2026-05-10T00:00:00Z" }),
+      headers: { "content-type": "application/json" },
+    });
+    const res = await PATCH(req, { params: makeParams() });
+    expect(res.status).toBe(403);
+  });
+
+  it("updates PIBI and returns ok=true", async () => {
+    mockApproverAuth();
+    const req = new NextRequest("http://localhost/api/portfolio/5/pibi-requests/7", {
+      method: "PATCH",
+      body: JSON.stringify({ dealId: "deal-1", completedAt: "2026-05-10T00:00:00Z" }),
+      headers: { "content-type": "application/json" },
+    });
+    const res = await PATCH(req, { params: makeParams() });
+    expect(res.status).toBe(200);
+    const json = await res.json();
+    expect(json.ok).toBe(true);
+    expect(json.hubspotSync).toBe("ok");
+    expect(mockUpdatePibiRequest).toHaveBeenCalledWith(
+      expect.objectContaining({ id: 7n, dealId: "deal-1" }),
+    );
+  });
+});
+
+describe("DELETE /pibi-requests/[id]", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+    mockDeletePibiRequest.mockResolvedValue({ ok: true, hubspotSync: "ok" });
+  });
+
+  it("returns 401 when unauthenticated", async () => {
+    mockGetServerSession.mockResolvedValue(null);
+    const req = new NextRequest("http://localhost/api/portfolio/5/pibi-requests/7?dealId=deal-1", {
+      method: "DELETE",
+    });
+    const res = await DELETE(req, { params: makeParams() });
+    expect(res.status).toBe(401);
+  });
+
+  it("deletes PIBI and returns ok=true", async () => {
+    mockApproverAuth();
+    const req = new NextRequest("http://localhost/api/portfolio/5/pibi-requests/7?dealId=deal-1", {
+      method: "DELETE",
+    });
+    const res = await DELETE(req, { params: makeParams() });
+    expect(res.status).toBe(200);
+    const json = await res.json();
+    expect(json.ok).toBe(true);
+    expect(mockDeletePibiRequest).toHaveBeenCalledWith(
+      expect.objectContaining({ id: 7n, dealId: "deal-1" }),
+    );
+  });
+});
diff --git a/src/app/api/portfolio/[portfolioId]/pibi-requests/[id]/route.ts b/src/app/api/portfolio/[portfolioId]/pibi-requests/[id]/route.ts
new file mode 100644
index 0000000..4481804
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/pibi-requests/[id]/route.ts
@@ -0,0 +1,161 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { and, eq } from "drizzle-orm";
+import { z } from "zod";
+
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { db } from "@/app/db/db";
+import { portfolioCapabilities, portfolioUsers } from "@/app/db/schema/portfolio";
+import { user } from "@/app/db/schema/users";
+import { updatePibiRequest } from "@/app/lib/updatePibiRequest";
+import { deletePibiRequest } from "@/app/lib/deletePibiRequest";
+
+const patchSchema = z.object({
+  dealId: z.string().min(1, "dealId is required"),
+  measureName: z.string().min(1).optional(),
+  orderedAt: z.string().datetime().optional(),
+  completedAt: z.string().datetime().nullable().optional(),
+});
+
+async function resolveApprover(
+  email: string,
+  portfolioId: string,
+): Promise<
+  | { ok: true; userId: bigint }
+  | { ok: false; status: 401 | 403 | 404; error: string }
+> {
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, email))
+    .limit(1);
+
+  if (!userRow[0]) return { ok: false, status: 404, error: "User not found" };
+
+  const portfolioUserRow = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+        eq(portfolioUsers.userId, userRow[0].id),
+      ),
+    )
+    .limit(1);
+
+  if (!portfolioUserRow[0]?.role) {
+    return { ok: false, status: 403, error: "No portfolio access" };
+  }
+
+  const capabilityRows = await db
+    .select({ capability: portfolioCapabilities.capability })
+    .from(portfolioCapabilities)
+    .where(
+      and(
+        eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+        eq(portfolioCapabilities.userId, userRow[0].id),
+      ),
+    );
+
+  if (!capabilityRows.map((r) => r.capability).includes("approver")) {
+    return { ok: false, status: 403, error: "Approver capability required" };
+  }
+
+  return { ok: true, userId: userRow[0].id };
+}
+
+/**
+ * PATCH /api/portfolio/[portfolioId]/pibi-requests/[id]
+ *
+ * Approver-only. Updates a PIBI request row.
+ * Body: { dealId: string, measureName?: string, orderedAt?: string, completedAt?: string | null }
+ */
+export async function PATCH(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string; id: string }> },
+) {
+  const { portfolioId, id } = await props.params;
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: "Invalid JSON" }, { status: 400 });
+  }
+
+  const parsed = patchSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 });
+  }
+
+  const auth = await resolveApprover(session.user.email, portfolioId);
+  if (!auth.ok) {
+    return NextResponse.json({ error: auth.error }, { status: auth.status });
+  }
+
+  const { dealId, measureName, orderedAt, completedAt } = parsed.data;
+
+  const result = await updatePibiRequest({
+    id: BigInt(id),
+    dealId,
+    updates: {
+      ...(measureName !== undefined && { measureName }),
+      ...(orderedAt !== undefined && { orderedAt: new Date(orderedAt) }),
+      ...(completedAt !== undefined && { completedAt: completedAt ? new Date(completedAt) : null }),
+    },
+  });
+
+  if (!result.ok) {
+    return NextResponse.json({ ok: false, error: result.error }, { status: 400 });
+  }
+
+  return NextResponse.json({
+    ok: true,
+    hubspotSync: result.hubspotSync,
+    hubspotError: result.hubspotError,
+  });
+}
+
+/**
+ * DELETE /api/portfolio/[portfolioId]/pibi-requests/[id]?dealId=...
+ *
+ * Approver-only. Deletes a PIBI request row and re-syncs HubSpot.
+ */
+export async function DELETE(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string; id: string }> },
+) {
+  const { portfolioId, id } = await props.params;
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  const dealId = req.nextUrl.searchParams.get("dealId");
+  if (!dealId) {
+    return NextResponse.json({ error: "dealId query param is required" }, { status: 400 });
+  }
+
+  const auth = await resolveApprover(session.user.email, portfolioId);
+  if (!auth.ok) {
+    return NextResponse.json({ error: auth.error }, { status: auth.status });
+  }
+
+  const result = await deletePibiRequest({ id: BigInt(id), dealId });
+
+  if (!result.ok) {
+    return NextResponse.json({ ok: false, error: result.error }, { status: 400 });
+  }
+
+  return NextResponse.json({
+    ok: true,
+    hubspotSync: result.hubspotSync,
+    hubspotError: result.hubspotError,
+  });
+}
diff --git a/src/app/api/portfolio/[portfolioId]/pibi-requests/route.test.ts b/src/app/api/portfolio/[portfolioId]/pibi-requests/route.test.ts
new file mode 100644
index 0000000..f1f3fd0
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/pibi-requests/route.test.ts
@@ -0,0 +1,157 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { NextRequest } from "next/server";
+
+// ── Hoisted mocks ─────────────────────────────────────────────────────────────
+const {
+  mockGetServerSession,
+  mockCreatePibiRequests,
+  mockDbSelect,
+} = vi.hoisted(() => ({
+  mockGetServerSession: vi.fn(),
+  mockCreatePibiRequests: vi.fn(),
+  mockDbSelect: vi.fn(),
+}));
+
+vi.mock("next-auth", () => ({ getServerSession: mockGetServerSession }));
+vi.mock("@/app/api/auth/[...nextauth]/authOptions", () => ({ AuthOptions: {} }));
+vi.mock("@/app/lib/createPibiRequests", () => ({
+  createPibiRequests: mockCreatePibiRequests,
+  PIBI_ORDERED_TEXT_PROP: "measures_for_pibi_ordered_text",
+}));
+vi.mock("drizzle-orm", () => ({
+  and: vi.fn((...args: unknown[]) => ({ $and: args })),
+  eq: vi.fn((a: unknown, b: unknown) => ({ $eq: [a, b] })),
+  desc: vi.fn((col: unknown) => ({ $desc: col })),
+}));
+vi.mock("@/app/db/schema/pibi_requests", () => ({
+  pibiRequests: {
+    id: {}, hubspotDealId: {}, portfolioId: {}, measureName: {},
+    orderedAt: {}, completedAt: {}, createdByUserId: {}, pushedAt: {},
+  },
+}));
+vi.mock("@/app/db/schema/portfolio", () => ({
+  portfolioUsers: { portfolioId: {}, userId: {}, role: {} },
+  portfolioCapabilities: { portfolioId: {}, userId: {}, capability: {} },
+}));
+vi.mock("@/app/db/schema/users", () => ({ user: { id: {}, email: {} } }));
+vi.mock("@/app/db/db", () => ({
+  db: { get select() { return mockDbSelect; } },
+}));
+
+// ── Helpers ───────────────────────────────────────────────────────────────────
+function makeSelectChain(limitResult: unknown[], directResult: unknown[] = []) {
+  const self: Record<string, unknown> = {};
+  self["then"] = (_resolve: (v: unknown) => unknown, _reject: (e: unknown) => unknown) =>
+    Promise.resolve(directResult).then(_resolve, _reject);
+  self["from"] = vi.fn(() => self);
+  self["innerJoin"] = vi.fn(() => self);
+  self["where"] = vi.fn(() => self);
+  self["orderBy"] = vi.fn(() => self);
+  self["limit"] = vi.fn(() => Promise.resolve(limitResult));
+  return self;
+}
+
+function mockApproverAuth(userId = 2n) {
+  mockGetServerSession.mockResolvedValue({ user: { email: "approver@test.com" } });
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: userId, email: "approver@test.com" }]));
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "admin" }]));
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([], [{ capability: "approver" }]));
+}
+
+function makeRequest(body: unknown, portfolioId = "5") {
+  const req = new NextRequest(
+    `http://localhost/api/portfolio/${portfolioId}/pibi-requests`,
+    { method: "POST", body: JSON.stringify(body), headers: { "content-type": "application/json" } },
+  );
+  return { req, params: Promise.resolve({ portfolioId }) };
+}
+
+function makeGetRequest(dealId: string, portfolioId = "5") {
+  const req = new NextRequest(
+    `http://localhost/api/portfolio/${portfolioId}/pibi-requests?dealId=${dealId}`,
+  );
+  return { req, params: Promise.resolve({ portfolioId }) };
+}
+
+import { GET, POST } from "./route";
+
+describe("GET /pibi-requests", () => {
+  beforeEach(() => vi.clearAllMocks());
+
+  it("returns 401 when unauthenticated", async () => {
+    mockGetServerSession.mockResolvedValue(null);
+    const { req, params } = makeGetRequest("deal-1");
+    const res = await GET(req, { params });
+    expect(res.status).toBe(401);
+  });
+
+  it("returns 400 when dealId missing", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "x@test.com" } });
+    const req = new NextRequest("http://localhost/api/portfolio/5/pibi-requests");
+    const res = await GET(req, { params: Promise.resolve({ portfolioId: "5" }) });
+    expect(res.status).toBe(400);
+  });
+
+  it("returns pibi requests for deal", async () => {
+    const orderedAt = new Date("2026-05-06T10:00:00Z");
+    mockGetServerSession.mockResolvedValue({ user: { email: "x@test.com" } });
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 1n }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "admin" }]));
+    mockDbSelect.mockImplementationOnce(() =>
+      makeSelectChain([], [
+        { id: 1n, measureName: "CWI", orderedAt, completedAt: null },
+        { id: 2n, measureName: "Loft insulation", orderedAt, completedAt: null },
+      ])
+    );
+
+    const { req, params } = makeGetRequest("deal-1");
+    const res = await GET(req, { params });
+    expect(res.status).toBe(200);
+    const json = await res.json();
+    expect(json.pibiRequests).toHaveLength(2);
+  });
+});
+
+describe("POST /pibi-requests", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+    mockCreatePibiRequests.mockResolvedValue({ ok: true, insertedRowIds: [1n], hubspotSync: "ok" });
+  });
+
+  it("returns 401 when unauthenticated", async () => {
+    mockGetServerSession.mockResolvedValue(null);
+    const { req, params } = makeRequest({ dealId: "deal-1", measureNames: ["CWI"] });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(401);
+  });
+
+  it("returns 403 when user lacks approver capability", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "write@test.com" } });
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 1n }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "write" }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([], []));
+
+    const { req, params } = makeRequest({ dealId: "deal-1", measureNames: ["CWI"] });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(403);
+  });
+
+  it("returns 400 when measureNames is empty", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "approver@test.com" } });
+    const { req, params } = makeRequest({ dealId: "deal-1", measureNames: [] });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(400);
+  });
+
+  it("creates PIBIs and returns ok=true with insertedCount", async () => {
+    mockApproverAuth();
+
+    const { req, params } = makeRequest({ dealId: "deal-1", measureNames: ["CWI", "ASHP"] });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(200);
+    const json = await res.json();
+    expect(json.ok).toBe(true);
+    expect(json.hubspotSync).toBe("ok");
+    expect(json.insertedCount).toBe(1);
+  });
+});
diff --git a/src/app/api/portfolio/[portfolioId]/pibi-requests/route.ts b/src/app/api/portfolio/[portfolioId]/pibi-requests/route.ts
new file mode 100644
index 0000000..d08bf93
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/pibi-requests/route.ts
@@ -0,0 +1,189 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { and, eq, desc } from "drizzle-orm";
+import { z } from "zod";
+
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { db } from "@/app/db/db";
+import { portfolioCapabilities, portfolioUsers } from "@/app/db/schema/portfolio";
+import { user } from "@/app/db/schema/users";
+import { pibiRequests } from "@/app/db/schema/pibi_requests";
+import { createPibiRequests } from "@/app/lib/createPibiRequests";
+
+const postSchema = z.object({
+  dealId: z.string().min(1, "dealId is required"),
+  measureNames: z.array(z.string().min(1)).min(1, "at least one measure required"),
+  orderedAt: z.string().datetime().optional(),
+});
+
+async function resolveApprover(
+  email: string,
+  portfolioId: string,
+): Promise<
+  | { ok: true; userId: bigint }
+  | { ok: false; status: 401 | 403 | 404; error: string }
+> {
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, email))
+    .limit(1);
+
+  if (!userRow[0]) return { ok: false, status: 404, error: "User not found" };
+
+  const portfolioUserRow = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+        eq(portfolioUsers.userId, userRow[0].id),
+      ),
+    )
+    .limit(1);
+
+  if (!portfolioUserRow[0]?.role) {
+    return { ok: false, status: 403, error: "No portfolio access" };
+  }
+
+  const capabilityRows = await db
+    .select({ capability: portfolioCapabilities.capability })
+    .from(portfolioCapabilities)
+    .where(
+      and(
+        eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+        eq(portfolioCapabilities.userId, userRow[0].id),
+      ),
+    );
+
+  if (!capabilityRows.map((r) => r.capability).includes("approver")) {
+    return { ok: false, status: 403, error: "Approver capability required" };
+  }
+
+  return { ok: true, userId: userRow[0].id };
+}
+
+/**
+ * GET /api/portfolio/[portfolioId]/pibi-requests?dealId=...
+ *
+ * Returns all PIBI requests for a deal, ordered by orderedAt desc.
+ * Response: { pibiRequests: PibiRequestRow[] }
+ */
+export async function GET(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  const dealId = req.nextUrl.searchParams.get("dealId");
+  if (!dealId) {
+    return NextResponse.json({ error: "dealId query param is required" }, { status: 400 });
+  }
+
+  const userRow = await db
+    .select({ id: user.id })
+    .from(user)
+    .where(eq(user.email, session.user.email))
+    .limit(1);
+
+  if (!userRow[0]) {
+    return NextResponse.json({ error: "User not found" }, { status: 404 });
+  }
+
+  const portfolioUserRow = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+        eq(portfolioUsers.userId, userRow[0].id),
+      ),
+    )
+    .limit(1);
+
+  if (!portfolioUserRow[0]?.role) {
+    return NextResponse.json({ error: "No portfolio access" }, { status: 403 });
+  }
+
+  const rows = await db
+    .select({
+      id: pibiRequests.id,
+      measureName: pibiRequests.measureName,
+      orderedAt: pibiRequests.orderedAt,
+      completedAt: pibiRequests.completedAt,
+    })
+    .from(pibiRequests)
+    .where(eq(pibiRequests.hubspotDealId, dealId))
+    .orderBy(desc(pibiRequests.orderedAt));
+
+  return NextResponse.json({
+    pibiRequests: rows.map((r) => ({
+      id: String(r.id),
+      measureName: r.measureName,
+      orderedAt: r.orderedAt,
+      completedAt: r.completedAt,
+    })),
+  });
+}
+
+/**
+ * POST /api/portfolio/[portfolioId]/pibi-requests
+ *
+ * Approver-only. Creates one pibi_request row per measure in the batch.
+ * Body: { dealId: string, measureNames: string[], orderedAt?: string (ISO) }
+ * Response: { ok: true, insertedCount: number, hubspotSync: "ok" | "failed" }
+ */
+export async function POST(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: "Invalid JSON" }, { status: 400 });
+  }
+
+  const parsed = postSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 });
+  }
+
+  const auth = await resolveApprover(session.user.email, portfolioId);
+  if (!auth.ok) {
+    return NextResponse.json({ error: auth.error }, { status: auth.status });
+  }
+
+  const { dealId, measureNames, orderedAt } = parsed.data;
+
+  const result = await createPibiRequests({
+    dealId,
+    portfolioId: BigInt(portfolioId),
+    measureNames,
+    orderedAt: orderedAt ? new Date(orderedAt) : undefined,
+    userId: auth.userId,
+  });
+
+  if (!result.ok) {
+    return NextResponse.json({ ok: false, error: result.error }, { status: 400 });
+  }
+
+  return NextResponse.json({
+    ok: true,
+    insertedCount: result.insertedRowIds.length,
+    hubspotSync: result.hubspotSync,
+    hubspotError: result.hubspotError,
+  });
+}
diff --git a/src/app/api/portfolio/[portfolioId]/survey-requests/route.test.ts b/src/app/api/portfolio/[portfolioId]/survey-requests/route.test.ts
new file mode 100644
index 0000000..8db83b0
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/survey-requests/route.test.ts
@@ -0,0 +1,176 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { NextRequest } from "next/server";
+
+// ── Hoisted mocks ─────────────────────────────────────────────────────────────
+const {
+  mockGetServerSession,
+  mockSyncSurveyRequestToHubSpot,
+  mockDbSelect,
+  mockDbInsert,
+} = vi.hoisted(() => ({
+  mockGetServerSession: vi.fn(),
+  mockSyncSurveyRequestToHubSpot: vi.fn(),
+  mockDbSelect: vi.fn(),
+  mockDbInsert: vi.fn(),
+}));
+
+vi.mock("next-auth", () => ({ getServerSession: mockGetServerSession }));
+vi.mock("@/app/api/auth/[...nextauth]/authOptions", () => ({
+  AuthOptions: {},
+}));
+vi.mock("@/app/lib/hubspot/dealSync", () => ({
+  syncSurveyRequestToHubSpot: mockSyncSurveyRequestToHubSpot,
+}));
+vi.mock("drizzle-orm", () => ({
+  and: vi.fn((...args: unknown[]) => ({ $and: args })),
+  eq: vi.fn((a: unknown, b: unknown) => ({ $eq: [a, b] })),
+  desc: vi.fn((col: unknown) => ({ $desc: col })),
+}));
+vi.mock("@/app/db/schema/survey_requests", () => ({
+  surveyRequests: {
+    id: {}, hubspotDealId: {}, portfolioId: {}, notes: {},
+    surveyType: {}, status: {}, requestedBy: {}, requestedAt: {}, fulfilledAt: {},
+  },
+}));
+vi.mock("@/app/db/schema/portfolio", () => ({
+  portfolioUsers: { portfolioId: {}, userId: {}, role: {} },
+  portfolioCapabilities: { portfolioId: {}, userId: {}, capability: {} },
+}));
+vi.mock("@/app/db/schema/users", () => ({
+  user: { id: {}, email: {} },
+}));
+vi.mock("@/app/db/db", () => ({
+  db: {
+    get select() { return mockDbSelect; },
+    get insert() { return mockDbInsert; },
+  },
+}));
+
+// ── Helpers ───────────────────────────────────────────────────────────────────
+function makeSelectChain(limitResult: unknown[], directResult: unknown[] = []) {
+  const self: Record<string, unknown> = {};
+  self["then"] = (resolve: (v: unknown) => unknown, reject: (e: unknown) => unknown) =>
+    Promise.resolve(directResult).then(resolve, reject);
+  self["from"] = vi.fn(() => self);
+  self["innerJoin"] = vi.fn(() => self);
+  self["where"] = vi.fn(() => self);
+  self["orderBy"] = vi.fn(() => self);
+  self["limit"] = vi.fn(() => Promise.resolve(limitResult));
+  return self;
+}
+
+function makeInsertChain(returningResult: unknown[] = []) {
+  const returning = vi.fn(() => Promise.resolve(returningResult));
+  const values = vi.fn(() => ({ returning }));
+  return { values };
+}
+
+function makeRequest(body: unknown, portfolioId = "5") {
+  const req = new NextRequest(
+    `http://localhost/api/portfolio/${portfolioId}/survey-requests`,
+    {
+      method: "POST",
+      body: JSON.stringify(body),
+      headers: { "content-type": "application/json" },
+    },
+  );
+  return { req, params: Promise.resolve({ portfolioId }) };
+}
+
+// ── Subject under test ────────────────────────────────────────────────────────
+import { POST } from "./route";
+
+describe("POST /survey-requests", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+    mockSyncSurveyRequestToHubSpot.mockResolvedValue({ ok: true });
+  });
+
+  it("returns 401 when unauthenticated", async () => {
+    mockGetServerSession.mockResolvedValue(null);
+    const { req, params } = makeRequest({ hubspotDealId: "deal-1", surveyType: "technical_building_survey" });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(401);
+  });
+
+  it("returns 403 when user lacks approver capability", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "write@test.com" } });
+    // user lookup
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 1n, email: "write@test.com" }]));
+    // portfolio role check
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "write" }]));
+    // capability check — no rows (directResult), so not an approver
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([], []));
+
+    const { req, params } = makeRequest({ hubspotDealId: "deal-1", surveyType: "technical_building_survey" });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(403);
+    const json = await res.json();
+    expect(json.error).toMatch(/approver/i);
+  });
+
+  it("returns 409 when a pending request already exists for the deal", async () => {
+    mockGetServerSession.mockResolvedValue({ user: { email: "approver@test.com" } });
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 2n, email: "approver@test.com" }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "admin" }]));
+    // capability rows come back via directResult (no .limit() on that query)
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([], [{ capability: "approver" }]));
+    // pending check — returns a pending row
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 99n, status: "pending" }]));
+
+    const { req, params } = makeRequest({ hubspotDealId: "deal-1", surveyType: "technical_building_survey" });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(409);
+    const json = await res.json();
+    expect(json.error).toMatch(/pending/i);
+  });
+
+  it("creates the request with surveyType and syncs to HubSpot", async () => {
+    const insertedAt = new Date("2026-05-06T10:00:00.000Z");
+    mockGetServerSession.mockResolvedValue({ user: { email: "approver@test.com" } });
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 2n, email: "approver@test.com" }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "admin" }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([], [{ capability: "approver" }]));
+    // no pending request
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([]));
+    // insert returning
+    mockDbInsert.mockImplementationOnce(() =>
+      makeInsertChain([{ id: 42n, requestedAt: insertedAt }])
+    );
+
+    const { req, params } = makeRequest({ hubspotDealId: "deal-abc", surveyType: "technical_building_survey" });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(200);
+    const json = await res.json();
+    expect(json.ok).toBe(true);
+    expect(json.id).toBe("42");
+    expect(json.hubspotSync).toBe("ok");
+
+    expect(mockSyncSurveyRequestToHubSpot).toHaveBeenCalledWith({
+      hubspotDealId: "deal-abc",
+      surveyType: "technical_building_survey",
+      requestedAt: insertedAt,
+    });
+  });
+
+  it("returns hubspotSync: failed but still 200 when HubSpot fails", async () => {
+    const insertedAt = new Date();
+    mockGetServerSession.mockResolvedValue({ user: { email: "approver@test.com" } });
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 2n, email: "approver@test.com" }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ role: "admin" }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([], [{ capability: "approver" }]));
+    mockDbSelect.mockImplementationOnce(() => makeSelectChain([]));
+    mockDbInsert.mockImplementationOnce(() =>
+      makeInsertChain([{ id: 43n, requestedAt: insertedAt }])
+    );
+    mockSyncSurveyRequestToHubSpot.mockResolvedValue({ ok: false, error: "HubSpot sync failed" });
+
+    const { req, params } = makeRequest({ hubspotDealId: "deal-abc", surveyType: "technical_building_survey" });
+    const res = await POST(req, { params });
+    expect(res.status).toBe(200);
+    const json = await res.json();
+    expect(json.ok).toBe(true);
+    expect(json.hubspotSync).toBe("failed");
+    expect(json.hubspotError).toBe("HubSpot sync failed");
+  });
+});
diff --git a/src/app/api/portfolio/[portfolioId]/survey-requests/route.ts b/src/app/api/portfolio/[portfolioId]/survey-requests/route.ts
new file mode 100644
index 0000000..7b2c02b
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/survey-requests/route.ts
@@ -0,0 +1,208 @@
+import { db } from "@/app/db/db";
+import { NextRequest, NextResponse } from "next/server";
+import { surveyRequests } from "@/app/db/schema/survey_requests";
+import { portfolioUsers, portfolioCapabilities } from "@/app/db/schema/portfolio";
+import { user } from "@/app/db/schema/users";
+import { and, eq, desc } from "drizzle-orm";
+import { z } from "zod";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { syncSurveyRequestToHubSpot } from "@/app/lib/hubspot/dealSync";
+
+async function getRequestingUser(email: string) {
+  const rows = await db
+    .select({ id: user.id, email: user.email })
+    .from(user)
+    .where(eq(user.email, email))
+    .limit(1);
+  return rows[0] ?? null;
+}
+
+async function hasPortfolioRole(portfolioId: bigint, userId: bigint) {
+  const rows = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, portfolioId),
+        eq(portfolioUsers.userId, userId),
+      ),
+    )
+    .limit(1);
+  return !!rows[0]?.role;
+}
+
+async function hasApproverCapability(portfolioId: bigint, userId: bigint) {
+  const rows = await db
+    .select({ capability: portfolioCapabilities.capability })
+    .from(portfolioCapabilities)
+    .where(
+      and(
+        eq(portfolioCapabilities.portfolioId, portfolioId),
+        eq(portfolioCapabilities.userId, userId),
+      ),
+    );
+  return rows.map((r) => r.capability).includes("approver");
+}
+
+async function getPendingRequest(hubspotDealId: string, portfolioId: bigint) {
+  const rows = await db
+    .select({ id: surveyRequests.id, status: surveyRequests.status })
+    .from(surveyRequests)
+    .where(
+      and(
+        eq(surveyRequests.hubspotDealId, hubspotDealId),
+        eq(surveyRequests.portfolioId, portfolioId),
+        eq(surveyRequests.status, "pending"),
+      ),
+    )
+    .limit(1);
+  return rows[0] ?? null;
+}
+
+// GET /api/portfolio/[portfolioId]/survey-requests?dealId=xxx
+export async function GET(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+  const dealId = req.nextUrl.searchParams.get("dealId");
+
+  if (!dealId) {
+    return NextResponse.json({ error: "dealId required" }, { status: 400 });
+  }
+
+  const session = await getServerSession(AuthOptions);
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  try {
+    const rows = await db
+      .select({
+        id: surveyRequests.id,
+        hubspotDealId: surveyRequests.hubspotDealId,
+        surveyType: surveyRequests.surveyType,
+        status: surveyRequests.status,
+        requestedAt: surveyRequests.requestedAt,
+        fulfilledAt: surveyRequests.fulfilledAt,
+        requestedByEmail: user.email,
+      })
+      .from(surveyRequests)
+      .innerJoin(user, eq(user.id, surveyRequests.requestedBy))
+      .where(
+        and(
+          eq(surveyRequests.hubspotDealId, dealId),
+          eq(surveyRequests.portfolioId, BigInt(portfolioId)),
+        ),
+      )
+      .orderBy(desc(surveyRequests.requestedAt))
+      .limit(20);
+
+    const requests = rows.map((r) => ({
+      id: String(r.id),
+      hubspotDealId: r.hubspotDealId,
+      surveyType: r.surveyType ?? null,
+      status: r.status,
+      requestedByEmail: r.requestedByEmail,
+      requestedAt: r.requestedAt?.toISOString() ?? null,
+      fulfilledAt: r.fulfilledAt?.toISOString() ?? null,
+    }));
+
+    return NextResponse.json({ requests });
+  } catch (err) {
+    console.error("[survey-requests GET]", err);
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
+  }
+}
+
+const postSchema = z.object({
+  hubspotDealId: z.string().min(1),
+  surveyType: z.string().min(1),
+});
+
+// POST /api/portfolio/[portfolioId]/survey-requests
+// Submit a new survey request — requires approver capability.
+export async function POST(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+  const session = await getServerSession(AuthOptions);
+
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  const requestingUser = await getRequestingUser(session.user.email);
+  if (!requestingUser) {
+    return NextResponse.json({ error: "User not found" }, { status: 401 });
+  }
+
+  const pid = BigInt(portfolioId);
+
+  const isMember = await hasPortfolioRole(pid, requestingUser.id);
+  if (!isMember) {
+    return NextResponse.json({ error: "No portfolio access" }, { status: 403 });
+  }
+
+  const isApprover = await hasApproverCapability(pid, requestingUser.id);
+  if (!isApprover) {
+    return NextResponse.json(
+      { error: "Approver capability required to submit a survey request" },
+      { status: 403 },
+    );
+  }
+
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: "Invalid JSON" }, { status: 400 });
+  }
+
+  const parsed = postSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 });
+  }
+
+  const { hubspotDealId, surveyType } = parsed.data;
+
+  const existing = await getPendingRequest(hubspotDealId, pid);
+  if (existing) {
+    return NextResponse.json(
+      { error: "A pending survey request already exists for this deal" },
+      { status: 409 },
+    );
+  }
+
+  try {
+    const [inserted] = await db
+      .insert(surveyRequests)
+      .values({
+        hubspotDealId,
+        portfolioId: pid,
+        notes: "",
+        surveyType,
+        status: "pending",
+        requestedBy: requestingUser.id,
+      })
+      .returning({ id: surveyRequests.id, requestedAt: surveyRequests.requestedAt });
+
+    const hubspotResult = await syncSurveyRequestToHubSpot({
+      hubspotDealId,
+      surveyType,
+      requestedAt: inserted.requestedAt,
+    });
+
+    return NextResponse.json({
+      ok: true,
+      id: String(inserted.id),
+      hubspotSync: hubspotResult.ok ? "ok" : "failed",
+      hubspotError: hubspotResult.error,
+    });
+  } catch (err) {
+    console.error("[survey-requests POST]", err);
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/tasks/route.ts b/src/app/api/portfolio/[portfolioId]/tasks/route.ts
index 5d432e1..aab3da9 100644
--- a/src/app/api/portfolio/[portfolioId]/tasks/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/tasks/route.ts
@@ -31,7 +31,7 @@ export async function GET(
       .leftJoin(subTasks, eq(subTasks.taskId, tasks.id))
       .where(eq(tasks.sourceId, portfolioId))
       .groupBy(tasks.id)
-      .orderBy(desc(tasks.updatedAt))
+      .orderBy(desc(tasks.jobStarted))
       .limit(limit)
       .offset(offset);
 
diff --git a/src/app/api/tasks/[taskId]/route.ts b/src/app/api/tasks/[taskId]/route.ts
index 8c43f4f..de07abb 100644
--- a/src/app/api/tasks/[taskId]/route.ts
+++ b/src/app/api/tasks/[taskId]/route.ts
@@ -13,7 +13,7 @@ export async function GET(
       .select()
       .from(subTasks)
       .where(eq(subTasks.taskId, taskId))
-      .orderBy(subTasks.updatedAt);
+      .orderBy(subTasks.jobStarted);
 
     return NextResponse.json(taskSubTasks);
   } catch (error) {
diff --git a/src/app/api/tasks/[taskId]/summary/route.ts b/src/app/api/tasks/[taskId]/summary/route.ts
new file mode 100644
index 0000000..6e5cb5c
--- /dev/null
+++ b/src/app/api/tasks/[taskId]/summary/route.ts
@@ -0,0 +1,40 @@
+import { db } from "@/app/db/db";
+import { tasks } from "@/app/db/schema/tasks/tasks";
+import { subTasks } from "@/app/db/schema/tasks/subtask";
+import { eq, count, sql } from "drizzle-orm";
+import { NextRequest, NextResponse } from "next/server";
+
+export async function GET(
+  _request: NextRequest,
+  { params }: { params: Promise<{ taskId: string }> }
+) {
+  const { taskId } = await params;
+
+  try {
+    const [row] = await db
+      .select({
+        id: tasks.id,
+        taskSource: tasks.taskSource,
+        status: tasks.status,
+        service: tasks.service,
+        jobStarted: tasks.jobStarted,
+        jobCompleted: tasks.jobCompleted,
+        updatedAt: tasks.updatedAt,
+        totalSubtasks: count(subTasks.id),
+        completedSubtasks: sql<number>`count(case when lower(${subTasks.status}) in ('completed', 'complete') then 1 end)::int`,
+        failedSubtasks: sql<number>`count(case when lower(${subTasks.status}) in ('failed', 'failure', 'error') then 1 end)::int`,
+      })
+      .from(tasks)
+      .leftJoin(subTasks, eq(subTasks.taskId, tasks.id))
+      .where(eq(tasks.id, taskId))
+      .groupBy(tasks.id)
+      .limit(1);
+
+    if (!row) return NextResponse.json({ error: "Not found" }, { status: 404 });
+
+    return NextResponse.json(row);
+  } catch (error) {
+    console.error("Error fetching task summary:", error);
+    return NextResponse.json({ error: "Failed to fetch task summary" }, { status: 500 });
+  }
+}
diff --git a/src/app/api/upload/bulk-addresses/confirm/route.ts b/src/app/api/upload/bulk-addresses/confirm/route.ts
new file mode 100644
index 0000000..80e94e4
--- /dev/null
+++ b/src/app/api/upload/bulk-addresses/confirm/route.ts
@@ -0,0 +1,55 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+
+const BodySchema = z.object({
+  fileKey: z.string(),
+  filename: z.string(),
+  portfolioId: z.string(),
+  userId: z.string(),
+  sourceHeaders: z
+    .array(z.union([z.string(), z.null(), z.undefined()]))
+    .default([])
+    .transform((arr) =>
+      arr.filter((h): h is string => typeof h === "string" && h.trim().length > 0)
+    ),
+});
+
+export async function POST(request: NextRequest) {
+  let body;
+  try {
+    body = BodySchema.parse(await request.json());
+  } catch (error) {
+    console.error("Invalid input:", error);
+    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
+  }
+
+  const bucket = process.env.RETROFIT_PLAN_INPUT_BUCKET_NAME;
+  if (!bucket) {
+    console.error("RETROFIT_PLAN_INPUT_BUCKET_NAME not set");
+    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
+  }
+
+  try {
+    const [record] = await db
+      .insert(bulkAddressUploads)
+      .values({
+        portfolioId: body.portfolioId,
+        userId: body.userId,
+        s3Bucket: bucket,
+        s3Key: body.fileKey,
+        filename: body.filename,
+        sourceHeaders: body.sourceHeaders,
+      })
+      .returning();
+
+    return NextResponse.json(
+      { id: record.id, s3Key: record.s3Key, s3Bucket: record.s3Bucket, status: record.status },
+      { status: 201 }
+    );
+  } catch (error) {
+    console.error("Failed to record upload:", error);
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
+  }
+}
diff --git a/src/app/api/upload/bulk-addresses/route.ts b/src/app/api/upload/bulk-addresses/route.ts
new file mode 100644
index 0000000..a54966f
--- /dev/null
+++ b/src/app/api/upload/bulk-addresses/route.ts
@@ -0,0 +1,36 @@
+import { createS3Client } from "@/app/utils/s3";
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+
+const BodySchema = z.object({
+  userId: z.string(),
+  portfolioId: z.string(),
+  fileKey: z.string(),
+  contentType: z.string(),
+});
+
+export async function POST(request: NextRequest) {
+  let body;
+  try {
+    body = BodySchema.parse(await request.json());
+  } catch (error) {
+    console.error("Invalid input:", error);
+    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
+  }
+
+  try {
+    const s3 = createS3Client();
+
+    const preSignedUrl = await s3.getSignedUrlPromise("putObject", {
+      Bucket: process.env.RETROFIT_PLAN_INPUT_BUCKET_NAME,
+      Key: body.fileKey,
+      ContentType: body.contentType,
+      Expires: 5 * 60,
+    });
+
+    return NextResponse.json({ url: preSignedUrl }, { status: 200 });
+  } catch (error) {
+    console.error(error);
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
+  }
+}
diff --git a/src/app/components/portfolio/AddNew.tsx b/src/app/components/portfolio/AddNew.tsx
index e6f91be..cef42cb 100644
--- a/src/app/components/portfolio/AddNew.tsx
+++ b/src/app/components/portfolio/AddNew.tsx
@@ -35,6 +35,16 @@ export default function AddNew({
     router.push(`/portfolio/${portfolioId}/remote-assessment`);
   }
 
+  function handleBulkUploadClick() {
+    const pw = window.prompt("Enter password to access bulk upload");
+    if (pw === null) return;
+    if (pw === "domnatechteamonly") {
+      setIsBulkUploadOpen(true);
+    } else {
+      window.alert("Incorrect password");
+    }
+  }
+
   return (
     <>
     <BulkUploadComingSoonModal
@@ -118,7 +128,7 @@ export default function AddNew({
           <MenuItem>
             {({ active }) => (
               <button
-                onClick={() => setIsBulkUploadOpen(true)}
+                onClick={handleBulkUploadClick}
                 className={cn(
                   "w-full p-3 rounded-lg text-left flex gap-3 transition-colors",
                   active && "bg-gray-100"
diff --git a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
index 2de2b42..ab19c19 100644
--- a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
+++ b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
@@ -4,11 +4,33 @@ import {
   Dialog,
   DialogBackdrop,
   DialogPanel,
+  DialogTitle,
   Transition,
   TransitionChild,
 } from "@headlessui/react";
-import { Fragment } from "react";
-import { XMarkIcon, RectangleStackIcon } from "@heroicons/react/24/outline";
+import { Fragment, useRef, useState, DragEvent } from "react";
+import * as XLSX from "xlsx";
+import {
+  XMarkIcon,
+  DocumentTextIcon,
+  ArrowDownTrayIcon,
+  CloudArrowUpIcon,
+  InformationCircleIcon,
+  ArrowRightIcon,
+  CheckCircleIcon,
+  ExclamationCircleIcon,
+} from "@heroicons/react/24/outline";
+import { useSession } from "next-auth/react";
+import { useRouter } from "next/navigation";
+import { useCreateBulkUpload } from "@/lib/bulkUpload/client";
+
+const MAX_FILE_SIZE_MB = 50;
+const ALLOWED_EXTENSIONS = [".csv", ".xlsx", ".xls"];
+const CONTENT_TYPES: Record<string, string> = {
+  ".csv": "text/csv",
+  ".xlsx": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+  ".xls": "application/vnd.ms-excel",
+};
 
 interface BulkUploadComingSoonModalProps {
   isOpen: boolean;
@@ -16,13 +38,180 @@ interface BulkUploadComingSoonModalProps {
   portfolioId: string;
 }
 
+function downloadTemplate() {
+  const ws = XLSX.utils.aoa_to_sheet([["Internal Reference (Optional)", "Address", "Postcode"]]);
+  const wb = XLSX.utils.book_new();
+  XLSX.utils.book_append_sheet(wb, ws, "Properties");
+  XLSX.writeFile(wb, "bulk_upload_template.xlsx");
+}
+
+function getFileExtension(filename: string): string {
+  return filename.slice(filename.lastIndexOf(".")).toLowerCase();
+}
+
+function generateS3Key(userId: string, portfolioId: string, ext: string): string {
+  const timestamp = new Date().toISOString().replace(/[:.-]/g, "");
+  return `bulk-addresses/${userId}/${portfolioId}/${timestamp}/addresses${ext}`;
+}
+
+function validateFile(file: File): string | null {
+  const sizeMB = file.size / (1024 * 1024);
+  if (sizeMB > MAX_FILE_SIZE_MB) {
+    return `File too large. Max ${MAX_FILE_SIZE_MB}MB.`;
+  }
+  const ext = getFileExtension(file.name);
+  if (!ALLOWED_EXTENSIONS.includes(ext)) {
+    return "Only CSV or Excel files allowed.";
+  }
+  return null;
+}
+
+async function validateHeaders(file: File): Promise<{ error: string | null; headers: string[] }> {
+  const ext = getFileExtension(file.name);
+  let headers: string[] = [];
+
+  if (ext === ".csv") {
+    const text = await file.text();
+    const firstLine = text.split(/\r?\n/)[0] ?? "";
+    headers = firstLine.split(",").map((h) => h.trim().replace(/^["']|["']$/g, ""));
+  } else {
+    const buffer = await file.arrayBuffer();
+    const wb = XLSX.read(buffer, { sheetRows: 1 });
+    const sheet = wb.Sheets[wb.SheetNames[0]];
+    const rows = XLSX.utils.sheet_to_json<unknown[]>(sheet, { header: 1, defval: "" });
+    headers = ((rows[0] as unknown[]) ?? []).map((h) => String(h ?? "").trim());
+  }
+
+  headers = headers.filter((h) => h.length > 0);
+
+  const normalised = headers.map((h) => h.toLowerCase());
+  const hasAddress = normalised.some((h) => h.startsWith("address"));
+  const hasPostcode = normalised.some((h) => h === "postcode");
+
+  if (!hasAddress && !hasPostcode) {
+    return { error: "Missing required columns: Address and Postcode.", headers };
+  }
+  if (!hasAddress) {
+    return { error: "Missing required column: Address (or Address 1, Address 2, etc.).", headers };
+  }
+  if (!hasPostcode) {
+    return { error: 'Missing required column: "Postcode".', headers };
+  }
+  return { error: null, headers };
+}
+
 export default function BulkUploadComingSoonModal({
   isOpen,
   onClose,
+  portfolioId,
 }: BulkUploadComingSoonModalProps) {
+  const session = useSession();
+  const router = useRouter();
+  const fileInputRef = useRef<HTMLInputElement>(null);
+  const createUpload = useCreateBulkUpload();
+
+  const [isDragging, setIsDragging] = useState(false);
+  const [selectedFile, setSelectedFile] = useState<File | null>(null);
+  const [sourceHeaders, setSourceHeaders] = useState<string[]>([]);
+  const [validationError, setValidationError] = useState<string | null>(null);
+  const [validating, setValidating] = useState(false);
+  const [uploadProgress, setUploadProgress] = useState<number | null>(null);
+
+  const uploading = createUpload.isPending;
+  const uploadError = createUpload.error
+    ? "Upload failed. Please try again, or contact a Domna representative if the issue persists."
+    : null;
+
+  async function handleFile(file: File) {
+    createUpload.reset();
+    setSelectedFile(null);
+    setValidationError(null);
+
+    const sizeOrTypeError = validateFile(file);
+    if (sizeOrTypeError) {
+      setValidationError(sizeOrTypeError);
+      return;
+    }
+
+    setValidating(true);
+    const { error: headerError, headers } = await validateHeaders(file);
+    setValidating(false);
+
+    if (headerError) {
+      setValidationError(headerError);
+      return;
+    }
+
+    setSourceHeaders(headers);
+    setSelectedFile(file);
+  }
+
+  function handleDragOver(e: DragEvent<HTMLDivElement>) {
+    e.preventDefault();
+    setIsDragging(true);
+  }
+
+  function handleDragLeave() {
+    setIsDragging(false);
+  }
+
+  function handleDrop(e: DragEvent<HTMLDivElement>) {
+    e.preventDefault();
+    setIsDragging(false);
+    const file = e.dataTransfer.files[0];
+    if (file) handleFile(file);
+  }
+
+  function handleInputChange(e: React.ChangeEvent<HTMLInputElement>) {
+    const file = e.target.files?.[0];
+    if (file) handleFile(file);
+  }
+
+  function handleClose() {
+    setSelectedFile(null);
+    setSourceHeaders([]);
+    setValidationError(null);
+    setValidating(false);
+    setUploadProgress(null);
+    createUpload.reset();
+    onClose();
+  }
+
+  function handleUpload() {
+    const userId = String(session.data?.user?.dbId ?? "");
+    if (!selectedFile || !userId) return;
+
+    const ext = getFileExtension(selectedFile.name);
+    const contentType = CONTENT_TYPES[ext] ?? "application/octet-stream";
+    const fileKey = generateS3Key(userId, portfolioId, ext);
+    setUploadProgress(0);
+
+    createUpload.mutate(
+      {
+        file: selectedFile,
+        portfolioId,
+        userId,
+        sourceHeaders,
+        contentType,
+        fileKey,
+        onProgress: setUploadProgress,
+      },
+      {
+        onSuccess: ({ id: uploadId }) => {
+          router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}/map-columns`);
+          onClose();
+        },
+        onSettled: () => setUploadProgress(null),
+      }
+    );
+  }
+
+  const canUpload = !!selectedFile && !uploading && !validating;
+
   return (
-    <Transition show={isOpen} as={Fragment}>
-      <Dialog as="div" className="relative z-50" onClose={onClose}>
+    <Transition appear show={isOpen} as={Fragment}>
+      <Dialog as="div" className="relative z-[9999]" onClose={handleClose}>
+        {/* Backdrop */}
         <TransitionChild
           as={Fragment}
           enter="ease-out duration-200"
@@ -32,52 +221,204 @@ export default function BulkUploadComingSoonModal({
           leaveFrom="opacity-100"
           leaveTo="opacity-0"
         >
-          <DialogBackdrop className="fixed inset-0 bg-black/30 backdrop-blur-sm" />
+          <DialogBackdrop className="fixed inset-0 bg-gray-900/40 backdrop-blur-sm" />
         </TransitionChild>
 
+        {/* Panel */}
         <div className="fixed inset-0 flex items-center justify-center p-4">
           <TransitionChild
             as={Fragment}
             enter="ease-out duration-200"
-            enterFrom="opacity-0 scale-95"
-            enterTo="opacity-100 scale-100"
+            enterFrom="opacity-0 scale-95 translate-y-2"
+            enterTo="opacity-100 scale-100 translate-y-0"
             leave="ease-in duration-150"
-            leaveFrom="opacity-100 scale-100"
-            leaveTo="opacity-0 scale-95"
+            leaveFrom="opacity-100 scale-100 translate-y-0"
+            leaveTo="opacity-0 scale-95 translate-y-2"
           >
-            <DialogPanel className="w-full max-w-md bg-white rounded-2xl shadow-xl p-8 relative">
-              <button
-                onClick={onClose}
-                className="absolute top-4 right-4 p-1.5 rounded-lg text-gray-400 hover:text-gray-700 hover:bg-gray-100 transition-colors"
-              >
-                <XMarkIcon className="h-5 w-5" />
-              </button>
-
-              <div className="flex flex-col items-center text-center gap-4">
-                <div className="w-14 h-14 rounded-2xl bg-amber-50 flex items-center justify-center">
-                  <RectangleStackIcon className="h-7 w-7 text-amber-500" />
-                </div>
+            <DialogPanel className="w-full max-w-2xl bg-white rounded-2xl shadow-[0_40px_60px_-15px_rgba(21,29,33,0.15)] overflow-hidden flex flex-col">
 
+              {/* Header */}
+              <div className="px-10 pt-10 pb-6 flex justify-between items-start">
                 <div>
-                  <span className="text-[11px] font-semibold text-amber-700 bg-amber-100 px-2 py-0.5 rounded-full">
-                    Coming Soon
-                  </span>
-                  <h2 className="mt-3 text-2xl font-extrabold text-gray-900 tracking-tight">
-                    Bulk Address Upload
-                  </h2>
-                  <p className="mt-2 text-sm text-gray-500 leading-relaxed">
-                    Upload multiple addresses in one go. This feature is currently in development
-                    and will be available soon.
+                  <DialogTitle className="text-2xl font-extrabold text-gray-900 tracking-tight mb-2">
+                    Bulk Upload: New Properties
+                  </DialogTitle>
+                  <p className="text-sm text-gray-500 leading-relaxed max-w-md">
+                    This workflow is designed for adding new residential or commercial
+                    assets to your portfolio. Upload your dataset to begin the
+                    transformation.
                   </p>
                 </div>
-
                 <button
-                  onClick={onClose}
-                  className="mt-2 px-6 py-2.5 rounded-xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold hover:opacity-90 transition-opacity"
+                  onClick={handleClose}
+                  className="p-2 hover:bg-gray-100 rounded-full transition-colors ml-4 shrink-0"
                 >
-                  Got it
+                  <XMarkIcon className="h-5 w-5 text-gray-400" />
                 </button>
               </div>
+
+              {/* Content */}
+              <div className="px-10 py-2 space-y-5">
+
+                {/* Template section */}
+                <div className="bg-gray-50 p-5 rounded-xl flex items-center justify-between">
+                  <div className="flex items-center gap-4">
+                    <div className="w-11 h-11 rounded-lg bg-gray-100 flex items-center justify-center shrink-0">
+                      <DocumentTextIcon className="h-6 w-6 text-midblue" />
+                    </div>
+                    <div>
+                      <p className="text-sm font-semibold text-gray-900">Required Template Format</p>
+                      <p className="text-xs text-gray-500 mt-0.5">
+                        Must contain:{" "}
+                        <span className="font-medium text-midblue">
+                          Address, Postcode
+                        </span>
+                      </p>
+                    </div>
+                  </div>
+                  <button
+                    onClick={downloadTemplate}
+                    className="flex items-center gap-1.5 text-xs font-semibold text-midblue hover:text-gray-900 transition-colors shrink-0 ml-4"
+                  >
+                    <ArrowDownTrayIcon className="h-4 w-4" />
+                    Download template
+                  </button>
+                </div>
+
+                {/* Dropzone */}
+                <div
+                  onClick={() => !uploading && fileInputRef.current?.click()}
+                  onDragOver={handleDragOver}
+                  onDragLeave={handleDragLeave}
+                  onDrop={handleDrop}
+                  className={`border-2 border-dashed rounded-2xl p-12 flex flex-col items-center justify-center transition-colors ${
+                    uploading || validating
+                      ? "border-gray-200 bg-gray-50 cursor-default"
+                      : validationError
+                      ? "border-red-300 bg-red-50 cursor-pointer"
+                      : isDragging
+                      ? "border-midblue bg-blue-50 cursor-copy"
+                      : selectedFile
+                      ? "border-green-400 bg-green-50 cursor-pointer"
+                      : "border-gray-200 hover:border-gray-300 hover:bg-gray-50 cursor-pointer"
+                  }`}
+                >
+                  <input
+                    ref={fileInputRef}
+                    type="file"
+                    accept=".csv,.xlsx,.xls"
+                    className="hidden"
+                    onChange={handleInputChange}
+                    onClick={(e) => e.stopPropagation()}
+                  />
+
+                  {validating ? (
+                    <>
+                      <div className="w-14 h-14 rounded-full bg-gray-100 flex items-center justify-center mb-4">
+                        <span className="h-6 w-6 rounded-full border-2 border-midblue border-t-transparent animate-spin" />
+                      </div>
+                      <p className="text-base font-bold text-gray-900 mb-1">Checking headers…</p>
+                      <p className="text-xs text-gray-400">Validating column structure</p>
+                    </>
+                  ) : uploading ? (
+                    <>
+                      <div className="w-14 h-14 rounded-full bg-gray-100 flex items-center justify-center mb-4">
+                        <CloudArrowUpIcon className="h-7 w-7 text-midblue" />
+                      </div>
+                      <p className="text-base font-bold text-gray-900 mb-1">Uploading…</p>
+                      <p className="text-xs text-gray-400 mb-4">{selectedFile?.name}</p>
+                      <div className="w-full max-w-xs bg-gray-200 rounded-full h-2">
+                        <div
+                          className="bg-midblue h-2 rounded-full transition-all duration-200"
+                          style={{ width: `${uploadProgress ?? 0}%` }}
+                        />
+                      </div>
+                      <p className="text-xs text-gray-400 mt-1">{uploadProgress ?? 0}%</p>
+                    </>
+                  ) : validationError ? (
+                    <>
+                      <ExclamationCircleIcon className="h-14 w-14 text-red-400 mb-4" />
+                      <p className="text-base font-bold text-red-600 mb-1">{validationError}</p>
+                      <p className="text-xs text-gray-400">Click to choose a different file</p>
+                    </>
+                  ) : selectedFile ? (
+                    <>
+                      <CheckCircleIcon className="h-14 w-14 text-green-400 mb-4" />
+                      <p className="text-base font-bold text-gray-900 mb-1">{selectedFile.name}</p>
+                      <p className="text-xs text-gray-400">Click to change file</p>
+                    </>
+                  ) : (
+                    <>
+                      <div className="w-14 h-14 rounded-full bg-gray-100 flex items-center justify-center mb-4">
+                        <CloudArrowUpIcon className="h-7 w-7 text-midblue" />
+                      </div>
+                      <p className="text-base font-bold text-gray-900 mb-1">
+                        Drag and drop CSV or XLSX
+                      </p>
+                      <p className="text-xs text-gray-400">
+                        or <span className="text-midblue font-semibold">click to browse</span> · Max {MAX_FILE_SIZE_MB}MB
+                      </p>
+                    </>
+                  )}
+                </div>
+
+                {/* Upload error */}
+                {uploadError && (
+                  <p className="text-xs text-red-500 flex items-center gap-1.5">
+                    <ExclamationCircleIcon className="h-4 w-4 shrink-0" />
+                    {uploadError}
+                  </p>
+                )}
+
+                {/* Info strip */}
+                <div className="flex items-center gap-3 text-xs text-gray-500 bg-gray-50 px-4 py-3 rounded-lg">
+                  <InformationCircleIcon className="h-4 w-4 text-midblue shrink-0" />
+                  <span>
+                    Properties will be automatically validated against national
+                    architectural databases.
+                  </span>
+                </div>
+              </div>
+
+              {/* Footer */}
+              <div className="px-10 py-7 mt-4 flex items-center justify-between bg-gray-50/50">
+                <div className="flex items-center gap-4">
+                  <button
+                    onClick={handleClose}
+                    className="text-sm font-semibold text-gray-400 hover:text-gray-700 transition-colors"
+                  >
+                    Cancel and Exit
+                  </button>
+                  <button
+                    onClick={() => { handleClose(); router.push(`/portfolio/${portfolioId}/bulk-upload`); }}
+                    className="text-sm font-semibold text-midblue hover:text-gray-900 transition-colors"
+                  >
+                    View previous uploads
+                  </button>
+                </div>
+                <div className="flex items-center gap-3">
+                  <button
+                    onClick={handleUpload}
+                    disabled={!canUpload}
+                    className={`flex items-center gap-2 px-7 py-2.5 rounded-2xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold transition-opacity ${
+                      canUpload ? "opacity-100 hover:opacity-90" : "opacity-40 cursor-not-allowed"
+                    }`}
+                  >
+                    {uploading ? (
+                      <>
+                        <span className="h-4 w-4 rounded-full border-2 border-white border-t-transparent animate-spin" />
+                        Uploading…
+                      </>
+                    ) : (
+                      <>
+                        Upload File
+                        <ArrowRightIcon className="h-4 w-4" />
+                      </>
+                    )}
+                  </button>
+                </div>
+              </div>
+
             </DialogPanel>
           </TransitionChild>
         </div>
diff --git a/src/app/db/migrations/0179_mighty_cardiac.sql b/src/app/db/migrations/0179_mighty_cardiac.sql
deleted file mode 100644
index 75889c2..0000000
--- a/src/app/db/migrations/0179_mighty_cardiac.sql
+++ /dev/null
@@ -1,2 +0,0 @@
-ALTER TABLE "bulk_address_uploads" ADD COLUMN "task_id" uuid;--> statement-breakpoint
-ALTER TABLE "bulk_address_uploads" ADD COLUMN "combined_output_s3_uri" text;
\ No newline at end of file
diff --git a/src/app/db/migrations/0183_careless_darkhawk.sql b/src/app/db/migrations/0183_careless_darkhawk.sql
new file mode 100644
index 0000000..0d7f879
--- /dev/null
+++ b/src/app/db/migrations/0183_careless_darkhawk.sql
@@ -0,0 +1,3 @@
+ALTER TABLE "property" ADD COLUMN "user_inputted_address" text;--> statement-breakpoint
+ALTER TABLE "property" ADD COLUMN "user_inputted_postcode" text;--> statement-breakpoint
+ALTER TABLE "property" ADD COLUMN "lexiscore" real;
\ No newline at end of file
diff --git a/src/app/db/migrations/0184_tiny_annihilus.sql b/src/app/db/migrations/0184_tiny_annihilus.sql
new file mode 100644
index 0000000..0fc1f0d
--- /dev/null
+++ b/src/app/db/migrations/0184_tiny_annihilus.sql
@@ -0,0 +1,261 @@
+CREATE TYPE "public"."energy_element_type" AS ENUM('roof', 'wall', 'floor', 'main_heating', 'window', 'lighting', 'hot_water', 'secondary_heating', 'main_heating_controls');--> statement-breakpoint
+CREATE TABLE "epc_building_part" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"epc_property_id" bigint NOT NULL,
+	"identifier" text NOT NULL,
+	"construction_age_band" text NOT NULL,
+	"wall_construction" text NOT NULL,
+	"wall_insulation_type" text NOT NULL,
+	"wall_thickness_measured" boolean NOT NULL,
+	"party_wall_construction" text NOT NULL,
+	"building_part_number" integer,
+	"wall_dry_lined" boolean,
+	"wall_thickness_mm" integer,
+	"wall_insulation_thickness" text,
+	"floor_heat_loss" integer,
+	"floor_insulation_thickness" text,
+	"flat_roof_insulation_thickness" text,
+	"floor_type" text,
+	"floor_construction_type" text,
+	"floor_insulation_type_str" text,
+	"floor_u_value_known" boolean,
+	"roof_construction" integer,
+	"roof_insulation_location" text,
+	"roof_insulation_thickness" text,
+	"room_in_roof_floor_area" real,
+	"room_in_roof_construction_age_band" text,
+	"alt_wall_1_area" real,
+	"alt_wall_1_dry_lined" text,
+	"alt_wall_1_construction" integer,
+	"alt_wall_1_insulation_type" integer,
+	"alt_wall_1_thickness_measured" text,
+	"alt_wall_1_insulation_thickness" text,
+	"alt_wall_2_area" real,
+	"alt_wall_2_dry_lined" text,
+	"alt_wall_2_construction" integer,
+	"alt_wall_2_insulation_type" integer,
+	"alt_wall_2_thickness_measured" text,
+	"alt_wall_2_insulation_thickness" text
+);
+--> statement-breakpoint
+CREATE TABLE "epc_energy_element" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"epc_property_id" bigint NOT NULL,
+	"element_type" "energy_element_type" NOT NULL,
+	"description" text NOT NULL,
+	"energy_efficiency_rating" integer NOT NULL,
+	"environmental_efficiency_rating" integer NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "epc_flat_details" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"epc_property_id" bigint NOT NULL,
+	"level" integer NOT NULL,
+	"top_storey" text NOT NULL,
+	"flat_location" integer NOT NULL,
+	"heat_loss_corridor" integer NOT NULL,
+	"storey_count" integer,
+	"unheated_corridor_length_m" integer,
+	CONSTRAINT "epc_flat_details_epc_property_id_unique" UNIQUE("epc_property_id")
+);
+--> statement-breakpoint
+CREATE TABLE "epc_floor_dimension" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"epc_building_part_id" bigint NOT NULL,
+	"floor" integer,
+	"room_height_m" real NOT NULL,
+	"total_floor_area_m2" real NOT NULL,
+	"party_wall_length_m" real NOT NULL,
+	"heat_loss_perimeter_m" real NOT NULL,
+	"floor_insulation" integer,
+	"floor_construction" integer
+);
+--> statement-breakpoint
+CREATE TABLE "epc_main_heating_detail" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"epc_property_id" bigint NOT NULL,
+	"has_fghrs" boolean NOT NULL,
+	"main_fuel_type" text NOT NULL,
+	"heat_emitter_type" text NOT NULL,
+	"emitter_temperature" text NOT NULL,
+	"main_heating_control" text NOT NULL,
+	"fan_flue_present" boolean,
+	"boiler_flue_type" integer,
+	"boiler_ignition_type" integer,
+	"central_heating_pump_age" integer,
+	"central_heating_pump_age_str" text,
+	"main_heating_index_number" integer,
+	"sap_main_heating_code" integer,
+	"main_heating_number" integer,
+	"main_heating_category" integer,
+	"main_heating_fraction" integer,
+	"main_heating_data_source" integer,
+	"condensing" boolean,
+	"weather_compensator" boolean
+);
+--> statement-breakpoint
+CREATE TABLE "epc_property" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"property_id" bigint NOT NULL,
+	"portfolio_id" bigint NOT NULL,
+	"uprn" bigint,
+	"uprn_source" text,
+	"report_reference" text,
+	"report_type" text,
+	"assessment_type" text,
+	"sap_version" real,
+	"schema_type" text,
+	"schema_versions_original" text,
+	"status" text,
+	"calculation_software_version" text,
+	"address_line_1" text,
+	"address_line_2" text,
+	"post_town" text,
+	"postcode" text,
+	"region_code" text,
+	"country_code" text,
+	"language_code" text,
+	"dwelling_type" text NOT NULL,
+	"property_type" text,
+	"built_form" text,
+	"tenure" text NOT NULL,
+	"transaction_type" text NOT NULL,
+	"inspection_date" timestamp NOT NULL,
+	"completion_date" timestamp,
+	"registration_date" timestamp,
+	"total_floor_area_m2" real NOT NULL,
+	"measurement_type" integer,
+	"solar_water_heating" boolean NOT NULL,
+	"has_hot_water_cylinder" boolean NOT NULL,
+	"has_fixed_air_conditioning" boolean NOT NULL,
+	"has_conservatory" boolean,
+	"has_heated_separate_conservatory" boolean,
+	"conservatory_type" integer,
+	"door_count" integer NOT NULL,
+	"wet_rooms_count" integer NOT NULL,
+	"extensions_count" integer NOT NULL,
+	"heated_rooms_count" integer NOT NULL,
+	"open_chimneys_count" integer NOT NULL,
+	"habitable_rooms_count" integer NOT NULL,
+	"insulated_door_count" integer NOT NULL,
+	"cfl_fixed_lighting_bulbs_count" integer NOT NULL,
+	"led_fixed_lighting_bulbs_count" integer NOT NULL,
+	"incandescent_fixed_lighting_bulbs_count" integer NOT NULL,
+	"blocked_chimneys_count" integer,
+	"draughtproofed_door_count" integer,
+	"energy_rating_average" integer,
+	"low_energy_fixed_lighting_bulbs_count" integer,
+	"fixed_lighting_outlets_count" integer,
+	"low_energy_fixed_lighting_outlets_count" integer,
+	"number_of_storeys" integer,
+	"any_unheated_rooms" boolean,
+	"hydro" boolean,
+	"photovoltaic_array" boolean,
+	"waste_water_heat_recovery" text,
+	"pressure_test" integer,
+	"pressure_test_certificate_number" integer,
+	"percent_draughtproofed" integer,
+	"insulated_door_u_value" real,
+	"multiple_glazed_proportion" integer,
+	"windows_transmission_u_value" real,
+	"windows_transmission_data_source" integer,
+	"windows_transmission_solar_transmittance" real,
+	"energy_mains_gas" boolean NOT NULL,
+	"energy_meter_type" text NOT NULL,
+	"energy_pv_battery_count" integer NOT NULL,
+	"energy_wind_turbines_count" integer NOT NULL,
+	"energy_gas_smart_meter_present" boolean NOT NULL,
+	"energy_is_dwelling_export_capable" boolean NOT NULL,
+	"energy_wind_turbines_terrain_type" text NOT NULL,
+	"energy_electricity_smart_meter_present" boolean NOT NULL,
+	"energy_pv_connection" text,
+	"energy_pv_percent_roof_area" integer,
+	"energy_pv_battery_capacity" real,
+	"energy_wind_turbine_hub_height" real,
+	"energy_wind_turbine_rotor_diameter" real,
+	"heating_cylinder_size" text,
+	"heating_water_heating_code" integer,
+	"heating_water_heating_fuel" integer,
+	"heating_immersion_heating_type" text,
+	"heating_cylinder_insulation_type" text,
+	"heating_cylinder_thermostat" text,
+	"heating_secondary_fuel_type" integer,
+	"heating_secondary_heating_type" text,
+	"heating_cylinder_insulation_thickness_mm" integer,
+	"heating_wwhrs_index_number_1" integer,
+	"heating_wwhrs_index_number_2" integer,
+	"heating_shower_outlet_type" text,
+	"heating_shower_wwhrs" integer,
+	"ventilation_type" text,
+	"ventilation_draught_lobby" boolean,
+	"ventilation_pressure_test" text,
+	"ventilation_open_flues_count" integer,
+	"ventilation_closed_flues_count" integer,
+	"ventilation_boiler_flues_count" integer,
+	"ventilation_other_flues_count" integer,
+	"ventilation_extract_fans_count" integer,
+	"ventilation_passive_vents_count" integer,
+	"ventilation_flueless_gas_fires_count" integer,
+	"ventilation_in_pcdf_database" boolean,
+	"mechanical_ventilation" integer,
+	"mechanical_vent_duct_type" integer,
+	"mechanical_vent_duct_placement" integer,
+	"mechanical_vent_duct_insulation" integer,
+	"mechanical_ventilation_index_number" integer,
+	"mechanical_vent_measured_installation" text
+);
+--> statement-breakpoint
+CREATE TABLE "epc_property_energy_performance" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"epc_property_id" bigint NOT NULL,
+	"energy_rating_current" integer,
+	"energy_consumption_current" integer,
+	"environmental_impact_current" integer,
+	"heating_cost_current" real,
+	"lighting_cost_current" real,
+	"hot_water_cost_current" real,
+	"co2_emissions_current" real,
+	"co2_emissions_current_per_floor_area" integer,
+	"current_energy_efficiency_band" text,
+	"energy_rating_potential" real,
+	"energy_consumption_potential" integer,
+	"environmental_impact_potential" integer,
+	"heating_cost_potential" real,
+	"lighting_cost_potential" real,
+	"hot_water_cost_potential" real,
+	"co2_emissions_potential" real,
+	"potential_energy_efficiency_band" text,
+	CONSTRAINT "epc_property_energy_performance_epc_property_id_unique" UNIQUE("epc_property_id")
+);
+--> statement-breakpoint
+CREATE TABLE "epc_window" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"epc_property_id" bigint NOT NULL,
+	"pvc_frame" text NOT NULL,
+	"glazing_gap" text NOT NULL,
+	"orientation" text NOT NULL,
+	"window_type" text NOT NULL,
+	"glazing_type" text NOT NULL,
+	"window_width" real NOT NULL,
+	"window_height" real NOT NULL,
+	"draught_proofed" boolean NOT NULL,
+	"window_location" text NOT NULL,
+	"window_wall_type" text NOT NULL,
+	"permanent_shutters_present" boolean NOT NULL,
+	"frame_factor" real,
+	"permanent_shutters_insulated" text,
+	"transmission_u_value" real,
+	"transmission_data_source" integer,
+	"transmission_solar_transmittance" real
+);
+--> statement-breakpoint
+ALTER TABLE "epc_building_part" ADD CONSTRAINT "epc_building_part_epc_property_id_epc_property_id_fk" FOREIGN KEY ("epc_property_id") REFERENCES "public"."epc_property"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "epc_energy_element" ADD CONSTRAINT "epc_energy_element_epc_property_id_epc_property_id_fk" FOREIGN KEY ("epc_property_id") REFERENCES "public"."epc_property"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "epc_flat_details" ADD CONSTRAINT "epc_flat_details_epc_property_id_epc_property_id_fk" FOREIGN KEY ("epc_property_id") REFERENCES "public"."epc_property"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "epc_floor_dimension" ADD CONSTRAINT "epc_floor_dimension_epc_building_part_id_epc_building_part_id_fk" FOREIGN KEY ("epc_building_part_id") REFERENCES "public"."epc_building_part"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "epc_main_heating_detail" ADD CONSTRAINT "epc_main_heating_detail_epc_property_id_epc_property_id_fk" FOREIGN KEY ("epc_property_id") REFERENCES "public"."epc_property"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "epc_property" ADD CONSTRAINT "epc_property_property_id_property_id_fk" FOREIGN KEY ("property_id") REFERENCES "public"."property"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "epc_property" ADD CONSTRAINT "epc_property_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "epc_property_energy_performance" ADD CONSTRAINT "epc_property_energy_performance_epc_property_id_epc_property_id_fk" FOREIGN KEY ("epc_property_id") REFERENCES "public"."epc_property"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "epc_window" ADD CONSTRAINT "epc_window_epc_property_id_epc_property_id_fk" FOREIGN KEY ("epc_property_id") REFERENCES "public"."epc_property"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE UNIQUE INDEX "uq_epc_property_property_portfolio" ON "epc_property" USING btree ("property_id","portfolio_id");
\ No newline at end of file
diff --git a/src/app/db/migrations/0185_slimy_mindworm.sql b/src/app/db/migrations/0185_slimy_mindworm.sql
new file mode 100644
index 0000000..9e9b446
--- /dev/null
+++ b/src/app/db/migrations/0185_slimy_mindworm.sql
@@ -0,0 +1,3 @@
+ALTER TABLE "epc_property" ALTER COLUMN "address_line_1" SET NOT NULL;--> statement-breakpoint
+ALTER TABLE "epc_property" ALTER COLUMN "post_town" SET NOT NULL;--> statement-breakpoint
+ALTER TABLE "epc_property" ALTER COLUMN "postcode" SET NOT NULL;
\ No newline at end of file
diff --git a/src/app/db/migrations/0186_equal_baron_zemo.sql b/src/app/db/migrations/0186_equal_baron_zemo.sql
new file mode 100644
index 0000000..9d5c836
--- /dev/null
+++ b/src/app/db/migrations/0186_equal_baron_zemo.sql
@@ -0,0 +1,2 @@
+ALTER TABLE "epc_property" ALTER COLUMN "property_id" DROP NOT NULL;--> statement-breakpoint
+ALTER TABLE "epc_property" ALTER COLUMN "portfolio_id" DROP NOT NULL;
\ No newline at end of file
diff --git a/src/app/db/migrations/0187_mean_salo.sql b/src/app/db/migrations/0187_mean_salo.sql
new file mode 100644
index 0000000..2760ab4
--- /dev/null
+++ b/src/app/db/migrations/0187_mean_salo.sql
@@ -0,0 +1,2 @@
+ALTER TABLE "epc_window" RENAME COLUMN "pvc_frame" TO "frame_material";--> statement-breakpoint
+ALTER TABLE "epc_window" ALTER COLUMN "transmission_data_source" SET DATA TYPE text;
\ No newline at end of file
diff --git a/src/app/db/migrations/0188_wild_morph.sql b/src/app/db/migrations/0188_wild_morph.sql
new file mode 100644
index 0000000..9be65aa
--- /dev/null
+++ b/src/app/db/migrations/0188_wild_morph.sql
@@ -0,0 +1 @@
+ALTER TABLE "epc_window" ALTER COLUMN "frame_material" DROP NOT NULL;
\ No newline at end of file
diff --git a/src/app/db/migrations/0189_high_leech.sql b/src/app/db/migrations/0189_high_leech.sql
new file mode 100644
index 0000000..e4bd0b5
--- /dev/null
+++ b/src/app/db/migrations/0189_high_leech.sql
@@ -0,0 +1,2 @@
+ALTER TABLE "epc_property" ADD COLUMN "uploaded_file_id" bigint;--> statement-breakpoint
+ALTER TABLE "epc_property" ADD CONSTRAINT "epc_property_uploaded_file_id_uploaded_files_id_fk" FOREIGN KEY ("uploaded_file_id") REFERENCES "public"."uploaded_files"("id") ON DELETE no action ON UPDATE no action;
\ No newline at end of file
diff --git a/src/app/db/migrations/0190_worried_drax.sql b/src/app/db/migrations/0190_worried_drax.sql
new file mode 100644
index 0000000..a082750
--- /dev/null
+++ b/src/app/db/migrations/0190_worried_drax.sql
@@ -0,0 +1 @@
+ALTER TABLE "epc_property" ADD CONSTRAINT "epc_property_uploaded_file_id_unique" UNIQUE("uploaded_file_id");
\ No newline at end of file
diff --git a/src/app/db/migrations/0191_soft_ezekiel_stane.sql b/src/app/db/migrations/0191_soft_ezekiel_stane.sql
new file mode 100644
index 0000000..861c2a5
--- /dev/null
+++ b/src/app/db/migrations/0191_soft_ezekiel_stane.sql
@@ -0,0 +1,10 @@
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "survey_type" text;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "measures_for_pibi_ordered" text;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "pibi_order_date" timestamp (6) with time zone;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "pibi_completed_date" timestamp (6) with time zone;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "property_halted_date" timestamp (6) with time zone;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "property_halted_reason" text;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "technical_approved_measures_for_install" text;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "sent_to_installer_for_pricing" timestamp (6) with time zone;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "domna_survey_required" boolean;--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "domna_survey_date" timestamp (6) with time zone;
\ No newline at end of file
diff --git a/src/app/db/migrations/0192_colorful_quasimodo.sql b/src/app/db/migrations/0192_colorful_quasimodo.sql
new file mode 100644
index 0000000..226ad3e
--- /dev/null
+++ b/src/app/db/migrations/0192_colorful_quasimodo.sql
@@ -0,0 +1,7 @@
+CREATE TABLE "hubspot_users" (
+	"hubspot_owner_id" text PRIMARY KEY NOT NULL,
+	"first_name" text,
+	"last_name" text,
+	"email" text,
+	"updated_at" timestamp (6) with time zone NOT NULL
+);
diff --git a/src/app/db/migrations/0193_domna_survey_type.sql b/src/app/db/migrations/0193_domna_survey_type.sql
new file mode 100644
index 0000000..e410bf2
--- /dev/null
+++ b/src/app/db/migrations/0193_domna_survey_type.sql
@@ -0,0 +1 @@
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "domna_survey_type" text;
diff --git a/src/app/db/migrations/0194_user_defined_deal_measures.sql b/src/app/db/migrations/0194_user_defined_deal_measures.sql
new file mode 100644
index 0000000..1c11f2f
--- /dev/null
+++ b/src/app/db/migrations/0194_user_defined_deal_measures.sql
@@ -0,0 +1,16 @@
+CREATE TYPE "public"."user_defined_deal_measure_source" AS ENUM('instructed', 'pibi_ordered');--> statement-breakpoint
+CREATE TABLE "user_defined_deal_measures" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"hubspot_deal_id" text NOT NULL,
+	"measure_name" text NOT NULL,
+	"source" "user_defined_deal_measure_source" NOT NULL,
+	"created_by_user_id" bigint NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"pushed_at" timestamp with time zone,
+	"confirmed_in_hubspot_at" timestamp with time zone,
+	"notes" text
+);
+--> statement-breakpoint
+ALTER TABLE "user_defined_deal_measures" ADD CONSTRAINT "user_defined_deal_measures_created_by_user_id_user_id_fk" FOREIGN KEY ("created_by_user_id") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "idx_user_defined_deal_measures_deal_id" ON "user_defined_deal_measures" USING btree ("hubspot_deal_id");--> statement-breakpoint
+CREATE INDEX "idx_user_defined_deal_measures_source" ON "user_defined_deal_measures" USING btree ("source");
diff --git a/src/app/db/migrations/0195_jittery_harry_osborn.sql b/src/app/db/migrations/0195_jittery_harry_osborn.sql
new file mode 100644
index 0000000..18dff2e
--- /dev/null
+++ b/src/app/db/migrations/0195_jittery_harry_osborn.sql
@@ -0,0 +1,74 @@
+CREATE TYPE "public"."user_defined_deal_measure_source" AS ENUM('instructed', 'pibi_ordered');--> statement-breakpoint
+CREATE TABLE "magic_plan_door" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"magic_plan_room_id" bigint NOT NULL,
+	"width_mm" real,
+	"type" text
+);
+--> statement-breakpoint
+CREATE TABLE "magic_plan_floor" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"magic_plan_plan_id" bigint NOT NULL,
+	"level" integer
+);
+--> statement-breakpoint
+CREATE TABLE "magic_plan_plan" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"name" text,
+	"address" text,
+	"postcode" text
+);
+--> statement-breakpoint
+CREATE TABLE "magic_plan_room" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"magic_plan_floor_id" bigint NOT NULL,
+	"name" text,
+	"width_m" real,
+	"length_m" real,
+	"area_m2" real
+);
+--> statement-breakpoint
+CREATE TABLE "magic_plan_window" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"magic_plan_room_id" bigint NOT NULL,
+	"width_m" real,
+	"height_m" real,
+	"area_m2" real,
+	"opening_type" text
+);
+--> statement-breakpoint
+CREATE TABLE "survey_requests" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"hubspot_deal_id" text NOT NULL,
+	"portfolio_id" bigint NOT NULL,
+	"notes" text NOT NULL,
+	"status" text DEFAULT 'pending' NOT NULL,
+	"requested_by" bigint NOT NULL,
+	"requested_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"fulfilled_at" timestamp with time zone
+);
+--> statement-breakpoint
+CREATE TABLE "user_defined_deal_measures" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"hubspot_deal_id" text NOT NULL,
+	"measure_name" text NOT NULL,
+	"source" "user_defined_deal_measure_source" NOT NULL,
+	"created_by_user_id" bigint NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"pushed_at" timestamp with time zone,
+	"confirmed_in_hubspot_at" timestamp with time zone,
+	"notes" text
+);
+--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "domna_survey_required" boolean;--> statement-breakpoint
+ALTER TABLE "magic_plan_door" ADD CONSTRAINT "magic_plan_door_magic_plan_room_id_magic_plan_room_id_fk" FOREIGN KEY ("magic_plan_room_id") REFERENCES "public"."magic_plan_room"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "magic_plan_floor" ADD CONSTRAINT "magic_plan_floor_magic_plan_plan_id_magic_plan_plan_id_fk" FOREIGN KEY ("magic_plan_plan_id") REFERENCES "public"."magic_plan_plan"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "magic_plan_room" ADD CONSTRAINT "magic_plan_room_magic_plan_floor_id_magic_plan_floor_id_fk" FOREIGN KEY ("magic_plan_floor_id") REFERENCES "public"."magic_plan_floor"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "magic_plan_window" ADD CONSTRAINT "magic_plan_window_magic_plan_room_id_magic_plan_room_id_fk" FOREIGN KEY ("magic_plan_room_id") REFERENCES "public"."magic_plan_room"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "survey_requests" ADD CONSTRAINT "survey_requests_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "survey_requests" ADD CONSTRAINT "survey_requests_requested_by_user_id_fk" FOREIGN KEY ("requested_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "user_defined_deal_measures" ADD CONSTRAINT "user_defined_deal_measures_created_by_user_id_user_id_fk" FOREIGN KEY ("created_by_user_id") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "idx_survey_requests_deal_id" ON "survey_requests" USING btree ("hubspot_deal_id");--> statement-breakpoint
+CREATE INDEX "idx_survey_requests_portfolio_id" ON "survey_requests" USING btree ("portfolio_id");--> statement-breakpoint
+CREATE INDEX "idx_user_defined_deal_measures_deal_id" ON "user_defined_deal_measures" USING btree ("hubspot_deal_id");--> statement-breakpoint
+CREATE INDEX "idx_user_defined_deal_measures_source" ON "user_defined_deal_measures" USING btree ("source");
\ No newline at end of file
diff --git a/src/app/db/migrations/0196_fantastic_bastion.sql b/src/app/db/migrations/0196_fantastic_bastion.sql
new file mode 100644
index 0000000..4c4bd03
--- /dev/null
+++ b/src/app/db/migrations/0196_fantastic_bastion.sql
@@ -0,0 +1,16 @@
+CREATE TABLE "pibi_requests" (
+	"id" bigserial PRIMARY KEY NOT NULL,
+	"hubspot_deal_id" text NOT NULL,
+	"portfolio_id" bigint NOT NULL,
+	"measure_name" text NOT NULL,
+	"ordered_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"completed_at" timestamp with time zone,
+	"created_by_user_id" bigint NOT NULL,
+	"pushed_at" timestamp with time zone
+);
+--> statement-breakpoint
+ALTER TABLE "survey_requests" ADD COLUMN "survey_type" text;--> statement-breakpoint
+ALTER TABLE "pibi_requests" ADD CONSTRAINT "pibi_requests_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "pibi_requests" ADD CONSTRAINT "pibi_requests_created_by_user_id_user_id_fk" FOREIGN KEY ("created_by_user_id") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "idx_pibi_requests_deal_id" ON "pibi_requests" USING btree ("hubspot_deal_id");--> statement-breakpoint
+CREATE INDEX "idx_pibi_requests_portfolio_id" ON "pibi_requests" USING btree ("portfolio_id");
\ No newline at end of file
diff --git a/src/app/db/migrations/0197_bumpy_firebird.sql b/src/app/db/migrations/0197_bumpy_firebird.sql
new file mode 100644
index 0000000..819ba21
--- /dev/null
+++ b/src/app/db/migrations/0197_bumpy_firebird.sql
@@ -0,0 +1,2 @@
+ALTER TABLE "portfolio_organisation" DROP CONSTRAINT "portfolio_organisation_portfolio_id_unique";--> statement-breakpoint
+ALTER TABLE "portfolio_organisation" ADD CONSTRAINT "portfolio_organisation_portfolio_id_organisation_id_unique" UNIQUE("portfolio_id","organisation_id");
\ No newline at end of file
diff --git a/src/app/db/migrations/0198_panoramic_triathlon.sql b/src/app/db/migrations/0198_panoramic_triathlon.sql
new file mode 100644
index 0000000..01f20b4
--- /dev/null
+++ b/src/app/db/migrations/0198_panoramic_triathlon.sql
@@ -0,0 +1 @@
+ALTER TABLE "magic_plan_plan" ADD COLUMN "magic_plan_uid" text;
\ No newline at end of file
diff --git a/src/app/db/migrations/0199_rich_mandroid.sql b/src/app/db/migrations/0199_rich_mandroid.sql
new file mode 100644
index 0000000..eb41492
--- /dev/null
+++ b/src/app/db/migrations/0199_rich_mandroid.sql
@@ -0,0 +1,2 @@
+ALTER TYPE "public"."file_source" ADD VALUE 'magic_plan';--> statement-breakpoint
+ALTER TYPE "public"."file_type" ADD VALUE 'magic_plan_json';
\ No newline at end of file
diff --git a/src/app/db/migrations/0200_new_beast.sql b/src/app/db/migrations/0200_new_beast.sql
new file mode 100644
index 0000000..fc6c5aa
--- /dev/null
+++ b/src/app/db/migrations/0200_new_beast.sql
@@ -0,0 +1 @@
+ALTER TABLE "magic_plan_plan" ADD CONSTRAINT "magic_plan_plan_magic_plan_uid_unique" UNIQUE("magic_plan_uid");
\ No newline at end of file
diff --git a/src/app/db/migrations/0201_known_sebastian_shaw.sql b/src/app/db/migrations/0201_known_sebastian_shaw.sql
new file mode 100644
index 0000000..cad05e2
--- /dev/null
+++ b/src/app/db/migrations/0201_known_sebastian_shaw.sql
@@ -0,0 +1 @@
+ALTER TYPE "public"."source" ADD VALUE 'hubspot_deal_id';
\ No newline at end of file
diff --git a/src/app/db/migrations/0202_furry_mister_sinister.sql b/src/app/db/migrations/0202_furry_mister_sinister.sql
new file mode 100644
index 0000000..4ad62e2
--- /dev/null
+++ b/src/app/db/migrations/0202_furry_mister_sinister.sql
@@ -0,0 +1,3 @@
+ALTER TABLE "magic_plan_plan" ADD COLUMN "uploaded_file_id" bigint;--> statement-breakpoint
+ALTER TABLE "magic_plan_plan" ADD CONSTRAINT "magic_plan_plan_uploaded_file_id_uploaded_files_id_fk" FOREIGN KEY ("uploaded_file_id") REFERENCES "public"."uploaded_files"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "magic_plan_plan" ADD CONSTRAINT "magic_plan_plan_uploaded_file_id_unique" UNIQUE("uploaded_file_id");
\ No newline at end of file
diff --git a/src/app/db/migrations/0203_kind_spyke.sql b/src/app/db/migrations/0203_kind_spyke.sql
new file mode 100644
index 0000000..b690f1b
--- /dev/null
+++ b/src/app/db/migrations/0203_kind_spyke.sql
@@ -0,0 +1,3 @@
+ALTER TYPE "public"."file_type" ADD VALUE 'improvement_option_evaluation';--> statement-breakpoint
+ALTER TYPE "public"."file_type" ADD VALUE 'medium_term_improvement_plan';--> statement-breakpoint
+ALTER TYPE "public"."file_type" ADD VALUE 'retrofit_design_doc';
\ No newline at end of file
diff --git a/src/app/db/migrations/0204_bizarre_black_bird.sql b/src/app/db/migrations/0204_bizarre_black_bird.sql
new file mode 100644
index 0000000..1bed7a4
--- /dev/null
+++ b/src/app/db/migrations/0204_bizarre_black_bird.sql
@@ -0,0 +1 @@
+ALTER TYPE "public"."file_source" ADD VALUE 'coordination_hub';
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0178_snapshot.json b/src/app/db/migrations/meta/0178_snapshot.json
index d380b0d..c793404 100644
--- a/src/app/db/migrations/meta/0178_snapshot.json
+++ b/src/app/db/migrations/meta/0178_snapshot.json
@@ -303,6 +303,18 @@
           "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",
@@ -6467,8 +6479,8 @@
       "schema": "public",
       "values": [
         "none",
-        "cladded with “sufficient space to fill the wall”",
-        "cladded with “insufficient space to fill the wall”"
+        "cladded with \u201csufficient space to fill the wall\u201d",
+        "cladded with \u201cinsufficient space to fill the wall\u201d"
       ]
     },
     "public.inspections_insulation_material": {
@@ -6495,8 +6507,8 @@
       "schema": "public",
       "values": [
         "no render",
-        "rendered with “insufficient” space between dpc and render",
-        "rendered with “sufficient” space between dpc and render"
+        "rendered with \u201cinsufficient\u201d space between dpc and render",
+        "rendered with \u201csufficient\u201d space between dpc and render"
       ]
     },
     "public.inspections_roof_orientation": {
@@ -6850,13 +6862,13 @@
       "schema": "public",
       "values": [
         "1",
-        "2–5",
-        "6–20",
+        "2\u20135",
+        "6\u201320",
         "21+",
-        "1–50",
-        "51–100",
-        "101–300",
-        "301–1000",
+        "1\u201350",
+        "51\u2013100",
+        "101\u2013300",
+        "301\u20131000",
         "1000+"
       ]
     },
diff --git a/src/app/db/migrations/meta/0179_snapshot.json b/src/app/db/migrations/meta/0183_snapshot.json
similarity index 98%
rename from src/app/db/migrations/meta/0179_snapshot.json
rename to src/app/db/migrations/meta/0183_snapshot.json
index 69e16da..15db482 100644
--- a/src/app/db/migrations/meta/0179_snapshot.json
+++ b/src/app/db/migrations/meta/0183_snapshot.json
@@ -1,6 +1,6 @@
 {
-  "id": "351c4142-1926-4103-b56a-33f8530eafef",
-  "prevId": "eed32c53-4a51-451e-9898-5b2bd962bae7",
+  "id": "864ae05a-4a5c-4f29-bdfa-06e5a6c71c72",
+  "prevId": "a8317c01-6d20-4c67-80a6-69cad2c062ec",
   "version": "7",
   "dialect": "postgresql",
   "tables": {
@@ -800,6 +800,54 @@
           "primaryKey": false,
           "notNull": false
         },
+        "batch": {
+          "name": "batch",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "block_reference": {
+          "name": "block_reference",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_prn": {
+          "name": "epc_prn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "potential_post_sap_score_dropdown": {
+          "name": "potential_post_sap_score_dropdown",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ei_score": {
+          "name": "ei_score",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ei_score__potential_": {
+          "name": "ei_score__potential_",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_sap_score": {
+          "name": "epc_sap_score",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_sap_score__potential_": {
+          "name": "epc_sap_score__potential_",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
         "confirmed_survey_date": {
           "name": "confirmed_survey_date",
           "type": "timestamp (6) with time zone",
@@ -3041,6 +3089,24 @@
           "primaryKey": false,
           "notNull": false
         },
+        "user_inputted_address": {
+          "name": "user_inputted_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_postcode": {
+          "name": "user_inputted_postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lexiscore": {
+          "name": "lexiscore",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
         "has_pre_condition_report": {
           "name": "has_pre_condition_report",
           "type": "boolean",
@@ -4988,6 +5054,13 @@
           "primaryKey": false,
           "notNull": true
         },
+        "type": {
+          "name": "type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'removal'"
+        },
         "status": {
           "name": "status",
           "type": "text",
@@ -5019,6 +5092,12 @@
           "type": "timestamp with time zone",
           "primaryKey": false,
           "notNull": false
+        },
+        "original_batch": {
+          "name": "original_batch",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
         }
       },
       "indexes": {
diff --git a/src/app/db/migrations/meta/0184_snapshot.json b/src/app/db/migrations/meta/0184_snapshot.json
new file mode 100644
index 0000000..7d0e316
--- /dev/null
+++ b/src/app/db/migrations/meta/0184_snapshot.json
@@ -0,0 +1,8616 @@
+{
+  "id": "b6ad27f8-fa8e-44b2-8cc7-997e8332b01a",
+  "prevId": "864ae05a-4a5c-4f29-bdfa-06e5a6c71c72",
+  "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": {
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+          "default": "now()"
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+    },
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+          "default": "gen_random_uuid()"
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+          "notNull": false
+        },
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+          "name": "room_height_m",
+          "type": "real",
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+          "notNull": true
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+          "notNull": true
+        },
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+          "name": "floor_insulation",
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+          "name": "floor_construction",
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+            "epc_building_part_id"
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+    },
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+          "type": "bigserial",
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+        },
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+        },
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+          "type": "text",
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+          "name": "main_heating_index_number",
+          "type": "integer",
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+          "notNull": false
+        },
+        "sap_main_heating_code": {
+          "name": "sap_main_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_number": {
+          "name": "main_heating_number",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "main_heating_category",
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+        },
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+          "name": "main_heating_fraction",
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+        },
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+          "name": "condensing",
+          "type": "boolean",
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+          "name": "weather_compensator",
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+            "epc_property_id"
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+          "type": "text",
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+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "text",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        "conservatory",
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+        "shed against wall"
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+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0185_snapshot.json b/src/app/db/migrations/meta/0185_snapshot.json
new file mode 100644
index 0000000..b917603
--- /dev/null
+++ b/src/app/db/migrations/meta/0185_snapshot.json
@@ -0,0 +1,8616 @@
+{
+  "id": "4c90d4b9-21e3-43a7-8d46-229c2ed13e37",
+  "prevId": "b6ad27f8-fa8e-44b2-8cc7-997e8332b01a",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
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+            "id"
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        },
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+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "solid_floor_insulation",
+        "suspended_floor_insulation",
+        "double_glazing",
+        "secondary_glazing",
+        "draught_proofing",
+        "mechanical_ventilation",
+        "low_energy_lighting",
+        "solar_pv",
+        "hot_water_tank_insulation",
+        "sealing_open_fireplace"
+      ]
+    },
+    "public.plan_type": {
+      "name": "plan_type",
+      "schema": "public",
+      "values": [
+        "solar_eco4",
+        "solar_hhrsh_eco4",
+        "empty_cavity_eco",
+        "partial_cavity_eco",
+        "extraction_eco"
+      ]
+    },
+    "public.unit_quantity": {
+      "name": "unit_quantity",
+      "schema": "public",
+      "values": [
+        "m2",
+        "part",
+        "kwp"
+      ]
+    },
+    "public.scenario_type": {
+      "name": "scenario_type",
+      "schema": "public",
+      "values": [
+        "unit",
+        "building"
+      ]
+    },
+    "public.source": {
+      "name": "source",
+      "schema": "public",
+      "values": [
+        "portfolio_id"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0186_snapshot.json b/src/app/db/migrations/meta/0186_snapshot.json
new file mode 100644
index 0000000..4c3ce42
--- /dev/null
+++ b/src/app/db/migrations/meta/0186_snapshot.json
@@ -0,0 +1,8616 @@
+{
+  "id": "1590076b-e4cd-4d70-b47c-0d69720d133a",
+  "prevId": "4c90d4b9-21e3-43a7-8d46-229c2ed13e37",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_type": {
+          "name": "element_type",
+          "type": "element_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_instance": {
+          "name": "element_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "group_id": {
+          "name": "group_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "deal_id": {
+          "name": "deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "project_code": {
+          "name": "project_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome": {
+          "name": "outcome",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome_notes": {
+          "name": "outcome_notes",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_description": {
+          "name": "major_condition_issue_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_photos": {
+          "name": "major_condition_issue_photos",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_evidence_s3_url": {
+          "name": "major_condition_issue_evidence_s3_url",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordination_status": {
+          "name": "coordination_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "design_status": {
+          "name": "design_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pashub_link": {
+          "name": "pashub_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "non_intrusive_survey_notes_survey_id_non_intrusive_survey_id_fk",
+          "tableFrom": "non_intrusive_survey_notes",
+          "tableTo": "non_intrusive_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property": {
+      "name": "property",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "creation_status": {
+          "name": "creation_status",
+          "type": "creation_status",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "building_reference_number": {
+          "name": "building_reference_number",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "status": {
+          "name": "status",
+          "type": "status",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "address": {
+          "name": "address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_address": {
+          "name": "user_inputted_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_postcode": {
+          "name": "user_inputted_postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lexiscore": {
+          "name": "lexiscore",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_pre_condition_report": {
+          "name": "has_pre_condition_report",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_recommendations": {
+          "name": "has_recommendations",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "built_form": {
+          "name": "built_form",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "local_authority": {
+          "name": "local_authority",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "constituency": {
+          "name": "constituency",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "number_of_rooms": {
+          "name": "number_of_rooms",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "year_built": {
+          "name": "year_built",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "tenure": {
+          "name": "tenure",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_epc_rating": {
+          "name": "current_epc_rating",
+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_sap_points": {
+          "name": "current_sap_points",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_valuation": {
+          "name": "current_valuation",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_sap_point_adjustment": {
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_sap_points_adjusted_for_installed_measures": {
+          "name": "is_sap_points_adjusted_for_installed_measures",
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+          "notNull": false,
+          "default": false
+        },
+        "original_sap_points": {
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodged_sap_points": {
+          "name": "lodged_sap_points",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodged_epc_rating": {
+          "name": "lodged_epc_rating",
+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
+        "uq_property_portfolio_uprn": {
+          "name": "uq_property_portfolio_uprn",
+          "columns": [
+            {
+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "uprn",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
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+          "isUnique": true,
+          "where": "\"property\".\"uprn\" IS NOT NULL",
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
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+            "portfolio_id"
+          ],
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+            "id"
+          ],
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+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
+      "schema": "",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "full_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_date": {
+          "name": "lodgement_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "is_expired",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "total_floor_area",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "walls": {
+          "name": "walls",
+          "type": "text",
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+          "notNull": false
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+        "walls_rating": {
+          "name": "walls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "roof",
+          "type": "text",
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+          "notNull": false
+        },
+        "roof_rating": {
+          "name": "roof_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
+        "floor": {
+          "name": "floor",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_rating": {
+          "name": "floor_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
+        "windows": {
+          "name": "windows",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_rating": {
+          "name": "windows_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating": {
+          "name": "heating",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "heating_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "heating_controls",
+          "type": "text",
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+          "notNull": false
+        },
+        "heating_controls_rating": {
+          "name": "heating_controls_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "hot_water",
+          "type": "text",
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+        },
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+          "type": "smallint",
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+          "notNull": false
+        },
+        "lighting": {
+          "name": "lighting",
+          "type": "text",
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+          "notNull": false
+        },
+        "lighting_rating": {
+          "name": "lighting_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mainfuel": {
+          "name": "mainfuel",
+          "type": "text",
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+          "notNull": false
+        },
+        "ventilation": {
+          "name": "ventilation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "solar_pv": {
+          "name": "solar_pv",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "solar_hot_water": {
+          "name": "solar_hot_water",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "wind_turbine": {
+          "name": "wind_turbine",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "floor_height",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "number_heated_rooms": {
+          "name": "number_heated_rooms",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heat_loss_corridor": {
+          "name": "heat_loss_corridor",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "unheated_corridor_length": {
+          "name": "unheated_corridor_length",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "number_of_open_fireplaces": {
+          "name": "number_of_open_fireplaces",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "number_of_storeys": {
+          "name": "number_of_storeys",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mains_gas": {
+          "name": "mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_tariff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "primary_energy_consumption": {
+          "name": "primary_energy_consumption",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "co2_emissions": {
+          "name": "co2_emissions",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "current_energy_demand",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_demand_heating_hotwater": {
+          "name": "current_energy_demand_heating_hotwater",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "estimated",
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+          "default": false
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+          "default": false
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+          "notNull": false
+        },
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+          "typeSchema": "public",
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+          "notNull": false
+        },
+        "heating_cost_current": {
+          "name": "heating_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
+        "hot_water_cost_current": {
+          "name": "hot_water_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
+        "lighting_cost_current": {
+          "name": "lighting_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "appliances_cost_current": {
+          "name": "appliances_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
+        "gas_standing_charge": {
+          "name": "gas_standing_charge",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "electricity_standing_charge": {
+          "name": "electricity_standing_charge",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_co2_emissions": {
+          "name": "original_co2_emissions",
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+          "notNull": false
+        },
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+          "type": "real",
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+          "notNull": false
+        },
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+        },
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+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "installed_measures_co2_adjustment",
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+          "notNull": false
+        },
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+          "name": "installed_measures_energy_demand_adjustment",
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+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
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+          "type": "real",
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+          "notNull": false
+        },
+        "installed_measures_heat_demand_adjustment": {
+          "name": "installed_measures_heat_demand_adjustment",
+          "type": "real",
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+          "notNull": false
+        },
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+          "notNull": false,
+          "default": false
+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
+          "type": "real",
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+          "notNull": false
+        },
+        "lodged_heat_demand": {
+          "name": "lodged_heat_demand",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_been_remodelled": {
+          "name": "has_been_remodelled",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "environment_impact_current": {
+          "name": "environment_impact_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
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+          "name": "uq_property_details_epc_property_portfolio",
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+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
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+              "nulls": "last"
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+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
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+          "tableFrom": "property_details_epc",
+          "tableTo": "property",
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+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onUpdate": "no action"
+        },
+        "property_details_epc_portfolio_id_portfolio_id_fk": {
+          "name": "property_details_epc_portfolio_id_portfolio_id_fk",
+          "tableFrom": "property_details_epc",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_meter": {
+      "name": "property_details_meter",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_supplier": {
+          "name": "energy_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "gas_supplier": {
+          "name": "gas_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_total": {
+          "name": "meter_reading_total",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_electricity": {
+          "name": "meter_reading_electricity",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_gas": {
+          "name": "meter_reading_gas",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
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+      "foreignKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
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+    },
+    "public.property_details_spatial": {
+      "name": "property_details_spatial",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
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+          "notNull": false
+        },
+        "x_coordinate": {
+          "name": "x_coordinate",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "y_coordinate": {
+          "name": "y_coordinate",
+          "type": "real",
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+          "notNull": false
+        },
+        "latitude": {
+          "name": "latitude",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "longitude": {
+          "name": "longitude",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "conservation_status": {
+          "name": "conservation_status",
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+        "passenger_lift",
+        "stairlift",
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+        "disabled_facilities",
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+        "flat_roof_covering",
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+        "fascia_soffit_bargeboards",
+        "gutters",
+        "store_roof",
+        "garage_roof",
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+        "external_wall",
+        "external_noise_insulation",
+        "primary_wall",
+        "secondary_wall",
+        "downpipes",
+        "external_decoration",
+        "cladding",
+        "spandrel_panels",
+        "garage_walls",
+        "party_wall_fire_break",
+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
+        "external_windows",
+        "communal_windows",
+        "secondary_glazing",
+        "store_windows",
+        "garage_windows",
+        "garage_and_store_windows",
+        "external_door",
+        "front_door",
+        "rear_door",
+        "store_door",
+        "garage_door",
+        "garage_and_store_door",
+        "communal_entrance_door",
+        "main_door",
+        "block_entrance_door",
+        "lintel",
+        "patio_french_door",
+        "door_entry_handset",
+        "paths_and_hardstandings",
+        "parking_areas",
+        "boundary_walls",
+        "front_fencing",
+        "rear_fencing",
+        "side_fencing",
+        "rear_gate",
+        "front_gate",
+        "gates",
+        "retaining_walls",
+        "private_balcony",
+        "balcony_balustrade",
+        "outbuildings",
+        "garage_structure",
+        "paving",
+        "roads",
+        "soil_and_vent",
+        "solar_thermals",
+        "drop_kerb",
+        "outbuilding_overhaul",
+        "external_structural_defects",
+        "access_ramp",
+        "kitchen",
+        "kitchen_space_layout",
+        "tenant_installed_kitchen",
+        "kitchen_extractor_fan",
+        "bathroom",
+        "secondary_bathroom",
+        "secondary_toilet",
+        "bathroom_extractor_fan",
+        "additional_wc_or_whb",
+        "bathroom_remaining_life_source",
+        "kitchen_remaining_life_source",
+        "central_heating",
+        "heating_boiler",
+        "heating_distribution",
+        "secondary_heating",
+        "hot_water_system",
+        "cold_water_storage",
+        "heating_system",
+        "boiler_fuel",
+        "water_heating",
+        "programmable_heating",
+        "community_heating",
+        "gas_available",
+        "heat_recovery_units",
+        "heating_improvements",
+        "electrical_wiring",
+        "consumer_unit",
+        "smoke_detection",
+        "heat_detection",
+        "carbon_monoxide_detection",
+        "fire_door_rating",
+        "fire_risk_assessment",
+        "internal_wiring",
+        "electrics",
+        "communal_heating",
+        "communal_boiler",
+        "communal_electrics",
+        "communal_fire_alarm",
+        "communal_emergency_lighting",
+        "communal_door_entry",
+        "communal_cctv",
+        "communal_bin_store",
+        "communal_bin_store_doors",
+        "communal_bin_store_walls",
+        "communal_bin_store_roof",
+        "communal_refuse_chute",
+        "communal_floor_covering",
+        "communal_kitchen",
+        "communal_bathroom",
+        "communal_toilets",
+        "communal_gates",
+        "communal_lift",
+        "communal_passenger_lift",
+        "communal_balcony_walkway",
+        "communal_entrance",
+        "communal_internal_decorations",
+        "communal_internal_floor",
+        "communal_walkways",
+        "communal_external_doors",
+        "communal_stairs",
+        "communal_aerial",
+        "communal_aov",
+        "communal_internal_doors",
+        "communal_lateral_mains",
+        "communal_lighting",
+        "communal_lighting_conductor",
+        "communal_store_roof",
+        "communal_store_walls",
+        "communal_store_doors",
+        "communal_warden_call_system",
+        "communal_bms",
+        "communal_booster_pump",
+        "communal_dry_riser",
+        "communal_wet_riser",
+        "communal_cold_water_storage",
+        "communal_sprinkler",
+        "communal_plug_sockets",
+        "communal_circulation_space",
+        "ffhh_damp",
+        "ffhh_hold_and_cold_water",
+        "ffhh_drainage_lavatories",
+        "ffhh_neglected",
+        "ffhh_natural_light",
+        "ffhh_ventilation",
+        "ffhh_food_prep_and_washup",
+        "ffhh_unsafe_layout",
+        "ffhh_unstable_building",
+        "hhsrs_damp_and_mould",
+        "hhsrs_excess_cold",
+        "hhsrs_excess_heat",
+        "hhsrs_asbestos_and_mmf",
+        "hhsrs_biocides",
+        "hhsrs_carbon_monoxide",
+        "hhsrs_lead",
+        "hhsrs_radiation",
+        "hhsrs_uncombusted_fuel_gas",
+        "hhsrs_volatile_organic_compounds",
+        "hhsrs_crowding_and_space",
+        "hhsrs_entry_by_intruders",
+        "hhsrs_lighting",
+        "hhsrs_noise",
+        "hhsrs_domestic_hygiene_pests_refuse",
+        "hhsrs_food_safety",
+        "hhsrs_personal_hygiene_sanitation",
+        "hhsrs_water_supply",
+        "hhsrs_falls_associated_with_baths",
+        "hhsrs_falls_on_level_surfaces",
+        "hhsrs_falls_on_stairs",
+        "hhsrs_falls_between_levels",
+        "hhsrs_electrical_hazards",
+        "hhsrs_fire",
+        "hhsrs_flames_hot_surfaces",
+        "hhsrs_collision_and_entrapment",
+        "hhsrs_collision_hazards_low_headroom",
+        "hhsrs_explosions",
+        "hhsrs_ergonomics",
+        "hhsrs_structural_collapse",
+        "hhsrs_amenities"
+      ]
+    },
+    "public.document_type": {
+      "name": "document_type",
+      "schema": "public",
+      "values": [
+        "EPR",
+        "Condition Report",
+        "Evidence Report",
+        "Summary Information",
+        "Floor Plan",
+        "Scenario Draft EPC",
+        "Scenario Site Notes"
+      ]
+    },
+    "public.scheme": {
+      "name": "scheme",
+      "schema": "public",
+      "values": [
+        "eco4",
+        "gbis",
+        "whlg",
+        "none"
+      ]
+    },
+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0187_snapshot.json b/src/app/db/migrations/meta/0187_snapshot.json
new file mode 100644
index 0000000..76fbc0a
--- /dev/null
+++ b/src/app/db/migrations/meta/0187_snapshot.json
@@ -0,0 +1,8616 @@
+{
+  "id": "6df37134-5536-40c1-8925-df0e15d0075a",
+  "prevId": "1590076b-e4cd-4d70-b47c-0d69720d133a",
+  "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
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+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "epc_flat_details_epc_property_id_unique": {
+          "name": "epc_flat_details_epc_property_id_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "epc_property_id"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_floor_dimension": {
+      "name": "epc_floor_dimension",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "epc_building_part_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "floor",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "room_height_m",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "total_floor_area_m2",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "party_wall_length_m": {
+          "name": "party_wall_length_m",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heat_loss_perimeter_m": {
+          "name": "heat_loss_perimeter_m",
+          "type": "real",
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+          "notNull": true
+        },
+        "floor_insulation": {
+          "name": "floor_insulation",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_construction": {
+          "name": "floor_construction",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        }
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+          "tableFrom": "epc_floor_dimension",
+          "tableTo": "epc_building_part",
+          "columnsFrom": [
+            "epc_building_part_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onDelete": "no action",
+          "onUpdate": "no action"
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+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_main_heating_detail": {
+      "name": "epc_main_heating_detail",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "epc_property_id": {
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+          "notNull": true
+        },
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+          "name": "has_fghrs",
+          "type": "boolean",
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+          "notNull": true
+        },
+        "main_fuel_type": {
+          "name": "main_fuel_type",
+          "type": "text",
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+          "notNull": true
+        },
+        "heat_emitter_type": {
+          "name": "heat_emitter_type",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "emitter_temperature",
+          "type": "text",
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+          "notNull": true
+        },
+        "main_heating_control": {
+          "name": "main_heating_control",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "fan_flue_present": {
+          "name": "fan_flue_present",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "boiler_flue_type": {
+          "name": "boiler_flue_type",
+          "type": "integer",
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+          "notNull": false
+        },
+        "boiler_ignition_type": {
+          "name": "boiler_ignition_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "central_heating_pump_age": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "central_heating_pump_age_str": {
+          "name": "central_heating_pump_age_str",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_index_number": {
+          "name": "main_heating_index_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_main_heating_code": {
+          "name": "sap_main_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_number": {
+          "name": "main_heating_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_category": {
+          "name": "main_heating_category",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_fraction": {
+          "name": "main_heating_fraction",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_data_source": {
+          "name": "main_heating_data_source",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "condensing": {
+          "name": "condensing",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "weather_compensator": {
+          "name": "weather_compensator",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        }
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+      "indexes": {},
+      "foreignKeys": {
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+          "tableFrom": "epc_main_heating_detail",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
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+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
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+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property": {
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+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "uprn",
+          "type": "bigint",
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+          "notNull": false
+        },
+        "uprn_source": {
+          "name": "uprn_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "report_reference": {
+          "name": "report_reference",
+          "type": "text",
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+          "notNull": false
+        },
+        "report_type": {
+          "name": "report_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "assessment_type": {
+          "name": "assessment_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_version": {
+          "name": "sap_version",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "schema_type": {
+          "name": "schema_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "schema_versions_original",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "calculation_software_version": {
+          "name": "calculation_software_version",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "address_line_1": {
+          "name": "address_line_1",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address_line_2": {
+          "name": "address_line_2",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "post_town": {
+          "name": "post_town",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "region_code": {
+          "name": "region_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "country_code": {
+          "name": "country_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "language_code": {
+          "name": "language_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dwelling_type": {
+          "name": "dwelling_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "built_form": {
+          "name": "built_form",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "tenure": {
+          "name": "tenure",
+          "type": "text",
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+          "notNull": true
+        },
+        "transaction_type": {
+          "name": "transaction_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "inspection_date": {
+          "name": "inspection_date",
+          "type": "timestamp",
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+          "notNull": true
+        },
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+          "name": "completion_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "registration_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "total_floor_area_m2": {
+          "name": "total_floor_area_m2",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measurement_type": {
+          "name": "measurement_type",
+          "type": "integer",
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+          "notNull": false
+        },
+        "solar_water_heating": {
+          "name": "solar_water_heating",
+          "type": "boolean",
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+          "notNull": true
+        },
+        "has_hot_water_cylinder": {
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+          "type": "boolean",
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+          "notNull": true
+        },
+        "has_fixed_air_conditioning": {
+          "name": "has_fixed_air_conditioning",
+          "type": "boolean",
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+          "notNull": true
+        },
+        "has_conservatory": {
+          "name": "has_conservatory",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_heated_separate_conservatory": {
+          "name": "has_heated_separate_conservatory",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "conservatory_type": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "door_count": {
+          "name": "door_count",
+          "type": "integer",
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+          "notNull": true
+        },
+        "wet_rooms_count": {
+          "name": "wet_rooms_count",
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+          "notNull": true
+        },
+        "extensions_count": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heated_rooms_count": {
+          "name": "heated_rooms_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "open_chimneys_count": {
+          "name": "open_chimneys_count",
+          "type": "integer",
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+          "notNull": true
+        },
+        "habitable_rooms_count": {
+          "name": "habitable_rooms_count",
+          "type": "integer",
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+          "notNull": true
+        },
+        "insulated_door_count": {
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+          "type": "integer",
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+          "notNull": true
+        },
+        "cfl_fixed_lighting_bulbs_count": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "led_fixed_lighting_bulbs_count": {
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+          "primaryKey": false,
+          "notNull": true
+        },
+        "incandescent_fixed_lighting_bulbs_count": {
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+          "primaryKey": false,
+          "notNull": true
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
+        "draughtproofed_door_count": {
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+          "type": "integer",
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+          "notNull": false
+        },
+        "energy_rating_average": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "low_energy_fixed_lighting_bulbs_count": {
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "fixed_lighting_outlets_count": {
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+          "type": "integer",
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+          "notNull": false
+        },
+        "low_energy_fixed_lighting_outlets_count": {
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
+        "any_unheated_rooms": {
+          "name": "any_unheated_rooms",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "type": "boolean",
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+        },
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+          "type": "boolean",
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+          "notNull": false
+        },
+        "waste_water_heat_recovery": {
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+          "type": "text",
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+          "notNull": false
+        },
+        "pressure_test": {
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "pressure_test_certificate_number": {
+          "name": "pressure_test_certificate_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "percent_draughtproofed": {
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+          "notNull": false
+        },
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "multiple_glazed_proportion",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_data_source": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_solar_transmittance": {
+          "name": "windows_transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_mains_gas": {
+          "name": "energy_mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_meter_type": {
+          "name": "energy_meter_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_pv_battery_count": {
+          "name": "energy_pv_battery_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_wind_turbines_count": {
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+          "type": "integer",
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+          "notNull": true
+        },
+        "energy_gas_smart_meter_present": {
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+          "notNull": true
+        },
+        "energy_is_dwelling_export_capable": {
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "energy_electricity_smart_meter_present": {
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+          "notNull": true
+        },
+        "energy_pv_connection": {
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+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_pv_battery_capacity": {
+          "name": "energy_pv_battery_capacity",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
+          "name": "energy_wind_turbine_hub_height",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_rotor_diameter": {
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_size": {
+          "name": "heating_cylinder_size",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_code": {
+          "name": "heating_water_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_fuel": {
+          "name": "heating_water_heating_fuel",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_immersion_heating_type": {
+          "name": "heating_immersion_heating_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_insulation_type": {
+          "name": "heating_cylinder_insulation_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_thermostat": {
+          "name": "heating_cylinder_thermostat",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_secondary_fuel_type": {
+          "name": "heating_secondary_fuel_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_secondary_heating_type": {
+          "name": "heating_secondary_heating_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_insulation_thickness_mm": {
+          "name": "heating_cylinder_insulation_thickness_mm",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_wwhrs_index_number_1": {
+          "name": "heating_wwhrs_index_number_1",
+          "type": "integer",
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+    "public.property_details_epc": {
+      "name": "property_details_epc",
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+          "name": "id",
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+          "name": "lodgement_date",
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+          "type": "boolean",
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+        "disabled_facilities",
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+        "flat_roof_covering",
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+        "gutters",
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+        "garage_and_store_roof",
+        "external_wall",
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+        "primary_wall",
+        "secondary_wall",
+        "downpipes",
+        "external_decoration",
+        "cladding",
+        "spandrel_panels",
+        "garage_walls",
+        "party_wall_fire_break",
+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
+        "external_windows",
+        "communal_windows",
+        "secondary_glazing",
+        "store_windows",
+        "garage_windows",
+        "garage_and_store_windows",
+        "external_door",
+        "front_door",
+        "rear_door",
+        "store_door",
+        "garage_door",
+        "garage_and_store_door",
+        "communal_entrance_door",
+        "main_door",
+        "block_entrance_door",
+        "lintel",
+        "patio_french_door",
+        "door_entry_handset",
+        "paths_and_hardstandings",
+        "parking_areas",
+        "boundary_walls",
+        "front_fencing",
+        "rear_fencing",
+        "side_fencing",
+        "rear_gate",
+        "front_gate",
+        "gates",
+        "retaining_walls",
+        "private_balcony",
+        "balcony_balustrade",
+        "outbuildings",
+        "garage_structure",
+        "paving",
+        "roads",
+        "soil_and_vent",
+        "solar_thermals",
+        "drop_kerb",
+        "outbuilding_overhaul",
+        "external_structural_defects",
+        "access_ramp",
+        "kitchen",
+        "kitchen_space_layout",
+        "tenant_installed_kitchen",
+        "kitchen_extractor_fan",
+        "bathroom",
+        "secondary_bathroom",
+        "secondary_toilet",
+        "bathroom_extractor_fan",
+        "additional_wc_or_whb",
+        "bathroom_remaining_life_source",
+        "kitchen_remaining_life_source",
+        "central_heating",
+        "heating_boiler",
+        "heating_distribution",
+        "secondary_heating",
+        "hot_water_system",
+        "cold_water_storage",
+        "heating_system",
+        "boiler_fuel",
+        "water_heating",
+        "programmable_heating",
+        "community_heating",
+        "gas_available",
+        "heat_recovery_units",
+        "heating_improvements",
+        "electrical_wiring",
+        "consumer_unit",
+        "smoke_detection",
+        "heat_detection",
+        "carbon_monoxide_detection",
+        "fire_door_rating",
+        "fire_risk_assessment",
+        "internal_wiring",
+        "electrics",
+        "communal_heating",
+        "communal_boiler",
+        "communal_electrics",
+        "communal_fire_alarm",
+        "communal_emergency_lighting",
+        "communal_door_entry",
+        "communal_cctv",
+        "communal_bin_store",
+        "communal_bin_store_doors",
+        "communal_bin_store_walls",
+        "communal_bin_store_roof",
+        "communal_refuse_chute",
+        "communal_floor_covering",
+        "communal_kitchen",
+        "communal_bathroom",
+        "communal_toilets",
+        "communal_gates",
+        "communal_lift",
+        "communal_passenger_lift",
+        "communal_balcony_walkway",
+        "communal_entrance",
+        "communal_internal_decorations",
+        "communal_internal_floor",
+        "communal_walkways",
+        "communal_external_doors",
+        "communal_stairs",
+        "communal_aerial",
+        "communal_aov",
+        "communal_internal_doors",
+        "communal_lateral_mains",
+        "communal_lighting",
+        "communal_lighting_conductor",
+        "communal_store_roof",
+        "communal_store_walls",
+        "communal_store_doors",
+        "communal_warden_call_system",
+        "communal_bms",
+        "communal_booster_pump",
+        "communal_dry_riser",
+        "communal_wet_riser",
+        "communal_cold_water_storage",
+        "communal_sprinkler",
+        "communal_plug_sockets",
+        "communal_circulation_space",
+        "ffhh_damp",
+        "ffhh_hold_and_cold_water",
+        "ffhh_drainage_lavatories",
+        "ffhh_neglected",
+        "ffhh_natural_light",
+        "ffhh_ventilation",
+        "ffhh_food_prep_and_washup",
+        "ffhh_unsafe_layout",
+        "ffhh_unstable_building",
+        "hhsrs_damp_and_mould",
+        "hhsrs_excess_cold",
+        "hhsrs_excess_heat",
+        "hhsrs_asbestos_and_mmf",
+        "hhsrs_biocides",
+        "hhsrs_carbon_monoxide",
+        "hhsrs_lead",
+        "hhsrs_radiation",
+        "hhsrs_uncombusted_fuel_gas",
+        "hhsrs_volatile_organic_compounds",
+        "hhsrs_crowding_and_space",
+        "hhsrs_entry_by_intruders",
+        "hhsrs_lighting",
+        "hhsrs_noise",
+        "hhsrs_domestic_hygiene_pests_refuse",
+        "hhsrs_food_safety",
+        "hhsrs_personal_hygiene_sanitation",
+        "hhsrs_water_supply",
+        "hhsrs_falls_associated_with_baths",
+        "hhsrs_falls_on_level_surfaces",
+        "hhsrs_falls_on_stairs",
+        "hhsrs_falls_between_levels",
+        "hhsrs_electrical_hazards",
+        "hhsrs_fire",
+        "hhsrs_flames_hot_surfaces",
+        "hhsrs_collision_and_entrapment",
+        "hhsrs_collision_hazards_low_headroom",
+        "hhsrs_explosions",
+        "hhsrs_ergonomics",
+        "hhsrs_structural_collapse",
+        "hhsrs_amenities"
+      ]
+    },
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+      "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"
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+    "public.inspection_archetype_2": {
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+      "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": {
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+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0188_snapshot.json b/src/app/db/migrations/meta/0188_snapshot.json
new file mode 100644
index 0000000..42adfd9
--- /dev/null
+++ b/src/app/db/migrations/meta/0188_snapshot.json
@@ -0,0 +1,8616 @@
+{
+  "id": "e7f8b62b-62b0-4883-97f3-48ccd5cbe40e",
+  "prevId": "6df37134-5536-40c1-8925-df0e15d0075a",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
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+          "name": "install_date",
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+          "name": "renewal_year",
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+      "name": "creation_status",
+      "schema": "public",
+      "values": [
+        "LOADING",
+        "READY",
+        "ERROR"
+      ]
+    },
+    "public.housing_type": {
+      "name": "housing_type",
+      "schema": "public",
+      "values": [
+        "Private",
+        "Social"
+      ]
+    },
+    "public.measure_type": {
+      "name": "measure_type",
+      "schema": "public",
+      "values": [
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "high_heat_retention_storage_heaters",
+        "secondary_heating",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "cylinder_thermostat",
+        "cavity_wall_insulation",
+        "extension_cavity_wall_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "loft_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "solid_floor_insulation",
+        "suspended_floor_insulation",
+        "double_glazing",
+        "secondary_glazing",
+        "draught_proofing",
+        "mechanical_ventilation",
+        "low_energy_lighting",
+        "solar_pv",
+        "hot_water_tank_insulation",
+        "sealing_open_fireplace"
+      ]
+    },
+    "public.plan_type": {
+      "name": "plan_type",
+      "schema": "public",
+      "values": [
+        "solar_eco4",
+        "solar_hhrsh_eco4",
+        "empty_cavity_eco",
+        "partial_cavity_eco",
+        "extraction_eco"
+      ]
+    },
+    "public.unit_quantity": {
+      "name": "unit_quantity",
+      "schema": "public",
+      "values": [
+        "m2",
+        "part",
+        "kwp"
+      ]
+    },
+    "public.scenario_type": {
+      "name": "scenario_type",
+      "schema": "public",
+      "values": [
+        "unit",
+        "building"
+      ]
+    },
+    "public.source": {
+      "name": "source",
+      "schema": "public",
+      "values": [
+        "portfolio_id"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0189_snapshot.json b/src/app/db/migrations/meta/0189_snapshot.json
new file mode 100644
index 0000000..6cbf12c
--- /dev/null
+++ b/src/app/db/migrations/meta/0189_snapshot.json
@@ -0,0 +1,8635 @@
+{
+  "id": "e2100925-2828-4b86-91b9-700d697f47b7",
+  "prevId": "e7f8b62b-62b0-4883-97f3-48ccd5cbe40e",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_type": {
+          "name": "element_type",
+          "type": "element_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_instance": {
+          "name": "element_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "group_id": {
+          "name": "group_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "deal_id": {
+          "name": "deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "project_code": {
+          "name": "project_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome": {
+          "name": "outcome",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome_notes": {
+          "name": "outcome_notes",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_description": {
+          "name": "major_condition_issue_description",
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+          "name": "survey_date",
+          "type": "timestamp",
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+          "notNull": true
+        },
+        "surveyor": {
+          "name": "surveyor",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.non_intrusive_survey_notes": {
+      "name": "non_intrusive_survey_notes",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "title",
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+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "note",
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+          "notNull": true
+        }
+      },
+      "indexes": {},
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+          "name": "non_intrusive_survey_notes_survey_id_non_intrusive_survey_id_fk",
+          "tableFrom": "non_intrusive_survey_notes",
+          "tableTo": "non_intrusive_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property": {
+      "name": "property",
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+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "portfolio_id",
+          "type": "bigint",
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+          "notNull": true
+        },
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+          "name": "creation_status",
+          "type": "creation_status",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "bigint",
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+          "notNull": false
+        },
+        "status": {
+          "name": "status",
+          "type": "status",
+          "typeSchema": "public",
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+          "notNull": false
+        },
+        "address": {
+          "name": "address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_address": {
+          "name": "user_inputted_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_postcode": {
+          "name": "user_inputted_postcode",
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+          "notNull": false
+        },
+        "lexiscore": {
+          "name": "lexiscore",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_pre_condition_report": {
+          "name": "has_pre_condition_report",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_recommendations": {
+          "name": "has_recommendations",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "built_form": {
+          "name": "built_form",
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+          "notNull": false
+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "constituency",
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+          "notNull": false
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+          "name": "number_of_rooms",
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+        },
+        "year_built": {
+          "name": "year_built",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "tenure": {
+          "name": "tenure",
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+          "notNull": false
+        },
+        "current_epc_rating": {
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+          "type": "epc",
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+          "notNull": false
+        },
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+          "name": "current_sap_points",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "current_valuation",
+          "type": "real",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "default": false
+        },
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+          "notNull": false
+        },
+        "lodged_sap_points": {
+          "name": "lodged_sap_points",
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+          "notNull": false
+        },
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+          "name": "lodged_epc_rating",
+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
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+        "uq_property_portfolio_uprn": {
+          "name": "uq_property_portfolio_uprn",
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+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "uprn",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
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+          ],
+          "isUnique": true,
+          "where": "\"property\".\"uprn\" IS NOT NULL",
+          "concurrently": false,
+          "method": "btree",
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+        }
+      },
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+            "portfolio_id"
+          ],
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+        }
+      },
+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
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+          "name": "id",
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+          "primaryKey": true,
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+        },
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+        },
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+        },
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+          "name": "full_address",
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+          "notNull": false
+        },
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+          "name": "lodgement_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "is_expired",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "total_floor_area",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "walls",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "walls_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
+        "roof": {
+          "name": "roof",
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+          "notNull": false
+        },
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+        },
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+          "name": "floor",
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+        },
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+          "name": "floor_rating",
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+        },
+        "windows": {
+          "name": "windows",
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+        },
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+          "name": "windows_rating",
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+          "notNull": false
+        },
+        "heating": {
+          "name": "heating",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "heating_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
+        "heating_controls": {
+          "name": "heating_controls",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "smallint",
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+        },
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+          "name": "hot_water",
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+        },
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+          "type": "smallint",
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+        },
+        "lighting": {
+          "name": "lighting",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "lighting_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "mainfuel",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "ventilation",
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+        },
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+          "type": "real",
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+        },
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+          "notNull": false
+        },
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+          "type": "smallint",
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+        },
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+          "name": "floor_height",
+          "type": "real",
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+        },
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+          "notNull": false
+        },
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+          "name": "heat_loss_corridor",
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+          "notNull": false
+        },
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+          "name": "unheated_corridor_length",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "number_of_open_fireplaces",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "number_of_extensions",
+          "type": "integer",
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+          "notNull": false
+        },
+        "number_of_storeys": {
+          "name": "number_of_storeys",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mains_gas": {
+          "name": "mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_tariff",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "primary_energy_consumption",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "co2_emissions",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "current_energy_demand",
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+          "notNull": false
+        },
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+          "name": "current_energy_demand_heating_hotwater",
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+        },
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+          "name": "estimated",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "heating_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
+        "hot_water_cost_current": {
+          "name": "hot_water_cost_current",
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+        },
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+          "type": "real",
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+          "notNull": false
+        },
+        "appliances_cost_current": {
+          "name": "appliances_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "gas_standing_charge",
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+          "notNull": false
+        },
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+          "name": "electricity_standing_charge",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "name": "installed_measures_energy_demand_adjustment",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false,
+          "default": false
+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
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+          "notNull": false
+        },
+        "lodged_heat_demand": {
+          "name": "lodged_heat_demand",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "has_been_remodelled",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
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+          "name": "environment_impact_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
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+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
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+              "nulls": "last"
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+          "isUnique": true,
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+          "method": "btree",
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+        }
+      },
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+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+        },
+        "property_details_epc_portfolio_id_portfolio_id_fk": {
+          "name": "property_details_epc_portfolio_id_portfolio_id_fk",
+          "tableFrom": "property_details_epc",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_meter": {
+      "name": "property_details_meter",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_supplier": {
+          "name": "energy_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "gas_supplier": {
+          "name": "gas_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_total": {
+          "name": "meter_reading_total",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_electricity": {
+          "name": "meter_reading_electricity",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_gas": {
+          "name": "meter_reading_gas",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
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+          ],
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+            "id"
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+          "onUpdate": "no action"
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+      "checkConstraints": {},
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+      "name": "tasks",
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+          "name": "id",
+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+          "name": "task_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "job_started",
+          "type": "timestamp (6) with time zone",
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+          "name": "job_completed",
+          "type": "timestamp (6) with time zone",
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+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'In Progress'"
+        },
+        "service": {
+          "name": "service",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "source": {
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+          "type": "source",
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+          "default": "now()"
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+      "checkConstraints": {},
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+      "name": "team",
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+          "name": "id",
+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+          "name": "org_id",
+          "type": "uuid",
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+        },
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+          "name": "emailVerified",
+          "type": "timestamp",
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+    },
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+        "adequacy",
+        "rating",
+        "strategy",
+        "extent",
+        "distribution",
+        "structure",
+        "covering",
+        "fire_rating",
+        "external_decoration",
+        "work_required",
+        "age_band",
+        "construction_type",
+        "classification",
+        "system"
+      ]
+    },
+    "public.element_type": {
+      "name": "element_type",
+      "schema": "public",
+      "values": [
+        "property",
+        "property_construction_type",
+        "property_classification",
+        "property_age_band",
+        "storey_count",
+        "floor_level",
+        "floor_level_front_door",
+        "accessible_housing_register",
+        "asbestos",
+        "quality_standard",
+        "ccu",
+        "passenger_lift",
+        "stairlift",
+        "disabled_hoist_tracking",
+        "disabled_facilities",
+        "steps_to_front_door",
+        "roof",
+        "pitched_roof_covering",
+        "flat_roof_covering",
+        "rainwater_goods",
+        "loft_insulation",
+        "porch_canopy",
+        "chimney",
+        "fascia",
+        "soffit",
+        "fascia_soffit_bargeboards",
+        "gutters",
+        "store_roof",
+        "garage_roof",
+        "garage_and_store_roof",
+        "external_wall",
+        "external_noise_insulation",
+        "primary_wall",
+        "secondary_wall",
+        "downpipes",
+        "external_decoration",
+        "cladding",
+        "spandrel_panels",
+        "garage_walls",
+        "party_wall_fire_break",
+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
+        "external_windows",
+        "communal_windows",
+        "secondary_glazing",
+        "store_windows",
+        "garage_windows",
+        "garage_and_store_windows",
+        "external_door",
+        "front_door",
+        "rear_door",
+        "store_door",
+        "garage_door",
+        "garage_and_store_door",
+        "communal_entrance_door",
+        "main_door",
+        "block_entrance_door",
+        "lintel",
+        "patio_french_door",
+        "door_entry_handset",
+        "paths_and_hardstandings",
+        "parking_areas",
+        "boundary_walls",
+        "front_fencing",
+        "rear_fencing",
+        "side_fencing",
+        "rear_gate",
+        "front_gate",
+        "gates",
+        "retaining_walls",
+        "private_balcony",
+        "balcony_balustrade",
+        "outbuildings",
+        "garage_structure",
+        "paving",
+        "roads",
+        "soil_and_vent",
+        "solar_thermals",
+        "drop_kerb",
+        "outbuilding_overhaul",
+        "external_structural_defects",
+        "access_ramp",
+        "kitchen",
+        "kitchen_space_layout",
+        "tenant_installed_kitchen",
+        "kitchen_extractor_fan",
+        "bathroom",
+        "secondary_bathroom",
+        "secondary_toilet",
+        "bathroom_extractor_fan",
+        "additional_wc_or_whb",
+        "bathroom_remaining_life_source",
+        "kitchen_remaining_life_source",
+        "central_heating",
+        "heating_boiler",
+        "heating_distribution",
+        "secondary_heating",
+        "hot_water_system",
+        "cold_water_storage",
+        "heating_system",
+        "boiler_fuel",
+        "water_heating",
+        "programmable_heating",
+        "community_heating",
+        "gas_available",
+        "heat_recovery_units",
+        "heating_improvements",
+        "electrical_wiring",
+        "consumer_unit",
+        "smoke_detection",
+        "heat_detection",
+        "carbon_monoxide_detection",
+        "fire_door_rating",
+        "fire_risk_assessment",
+        "internal_wiring",
+        "electrics",
+        "communal_heating",
+        "communal_boiler",
+        "communal_electrics",
+        "communal_fire_alarm",
+        "communal_emergency_lighting",
+        "communal_door_entry",
+        "communal_cctv",
+        "communal_bin_store",
+        "communal_bin_store_doors",
+        "communal_bin_store_walls",
+        "communal_bin_store_roof",
+        "communal_refuse_chute",
+        "communal_floor_covering",
+        "communal_kitchen",
+        "communal_bathroom",
+        "communal_toilets",
+        "communal_gates",
+        "communal_lift",
+        "communal_passenger_lift",
+        "communal_balcony_walkway",
+        "communal_entrance",
+        "communal_internal_decorations",
+        "communal_internal_floor",
+        "communal_walkways",
+        "communal_external_doors",
+        "communal_stairs",
+        "communal_aerial",
+        "communal_aov",
+        "communal_internal_doors",
+        "communal_lateral_mains",
+        "communal_lighting",
+        "communal_lighting_conductor",
+        "communal_store_roof",
+        "communal_store_walls",
+        "communal_store_doors",
+        "communal_warden_call_system",
+        "communal_bms",
+        "communal_booster_pump",
+        "communal_dry_riser",
+        "communal_wet_riser",
+        "communal_cold_water_storage",
+        "communal_sprinkler",
+        "communal_plug_sockets",
+        "communal_circulation_space",
+        "ffhh_damp",
+        "ffhh_hold_and_cold_water",
+        "ffhh_drainage_lavatories",
+        "ffhh_neglected",
+        "ffhh_natural_light",
+        "ffhh_ventilation",
+        "ffhh_food_prep_and_washup",
+        "ffhh_unsafe_layout",
+        "ffhh_unstable_building",
+        "hhsrs_damp_and_mould",
+        "hhsrs_excess_cold",
+        "hhsrs_excess_heat",
+        "hhsrs_asbestos_and_mmf",
+        "hhsrs_biocides",
+        "hhsrs_carbon_monoxide",
+        "hhsrs_lead",
+        "hhsrs_radiation",
+        "hhsrs_uncombusted_fuel_gas",
+        "hhsrs_volatile_organic_compounds",
+        "hhsrs_crowding_and_space",
+        "hhsrs_entry_by_intruders",
+        "hhsrs_lighting",
+        "hhsrs_noise",
+        "hhsrs_domestic_hygiene_pests_refuse",
+        "hhsrs_food_safety",
+        "hhsrs_personal_hygiene_sanitation",
+        "hhsrs_water_supply",
+        "hhsrs_falls_associated_with_baths",
+        "hhsrs_falls_on_level_surfaces",
+        "hhsrs_falls_on_stairs",
+        "hhsrs_falls_between_levels",
+        "hhsrs_electrical_hazards",
+        "hhsrs_fire",
+        "hhsrs_flames_hot_surfaces",
+        "hhsrs_collision_and_entrapment",
+        "hhsrs_collision_hazards_low_headroom",
+        "hhsrs_explosions",
+        "hhsrs_ergonomics",
+        "hhsrs_structural_collapse",
+        "hhsrs_amenities"
+      ]
+    },
+    "public.document_type": {
+      "name": "document_type",
+      "schema": "public",
+      "values": [
+        "EPR",
+        "Condition Report",
+        "Evidence Report",
+        "Summary Information",
+        "Floor Plan",
+        "Scenario Draft EPC",
+        "Scenario Site Notes"
+      ]
+    },
+    "public.scheme": {
+      "name": "scheme",
+      "schema": "public",
+      "values": [
+        "eco4",
+        "gbis",
+        "whlg",
+        "none"
+      ]
+    },
+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0190_snapshot.json b/src/app/db/migrations/meta/0190_snapshot.json
new file mode 100644
index 0000000..de2f537
--- /dev/null
+++ b/src/app/db/migrations/meta/0190_snapshot.json
@@ -0,0 +1,8643 @@
+{
+  "id": "f40da1f4-4d47-4956-9ea4-52d937186a5f",
+  "prevId": "e2100925-2828-4b86-91b9-700d697f47b7",
+  "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()"
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+          "notNull": true
+        },
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+          "name": "top_storey",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "flat_location": {
+          "name": "flat_location",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heat_loss_corridor": {
+          "name": "heat_loss_corridor",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "storey_count": {
+          "name": "storey_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "unheated_corridor_length_m": {
+          "name": "unheated_corridor_length_m",
+          "type": "integer",
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+          "notNull": false
+        }
+      },
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+          "tableFrom": "epc_flat_details",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
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+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
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+          "name": "epc_flat_details_epc_property_id_unique",
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+          "columns": [
+            "epc_property_id"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_floor_dimension": {
+      "name": "epc_floor_dimension",
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+          "type": "bigserial",
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "name": "floor",
+          "type": "integer",
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+        },
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+          "name": "room_height_m",
+          "type": "real",
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+          "notNull": true
+        },
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+          "name": "total_floor_area_m2",
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+        },
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+          "name": "party_wall_length_m",
+          "type": "real",
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+        },
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+          "name": "heat_loss_perimeter_m",
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+        },
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+          "name": "floor_insulation",
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+          "notNull": false
+        },
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+          "name": "floor_construction",
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+          "notNull": false
+        }
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+          "tableFrom": "epc_floor_dimension",
+          "tableTo": "epc_building_part",
+          "columnsFrom": [
+            "epc_building_part_id"
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+      "isRLSEnabled": false
+    },
+    "public.epc_main_heating_detail": {
+      "name": "epc_main_heating_detail",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "has_fghrs",
+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "main_fuel_type",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "heat_emitter_type",
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+          "notNull": true
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+          "name": "emitter_temperature",
+          "type": "text",
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+          "notNull": true
+        },
+        "main_heating_control": {
+          "name": "main_heating_control",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "fan_flue_present": {
+          "name": "fan_flue_present",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "boiler_flue_type": {
+          "name": "boiler_flue_type",
+          "type": "integer",
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+          "notNull": false
+        },
+        "boiler_ignition_type": {
+          "name": "boiler_ignition_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "central_heating_pump_age_str": {
+          "name": "central_heating_pump_age_str",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_index_number": {
+          "name": "main_heating_index_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_main_heating_code": {
+          "name": "sap_main_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_number": {
+          "name": "main_heating_number",
+          "type": "integer",
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+          "notNull": false
+        },
+        "main_heating_category": {
+          "name": "main_heating_category",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_fraction": {
+          "name": "main_heating_fraction",
+          "type": "integer",
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+          "notNull": false
+        },
+        "main_heating_data_source": {
+          "name": "main_heating_data_source",
+          "type": "integer",
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+          "notNull": false
+        },
+        "condensing": {
+          "name": "condensing",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "weather_compensator": {
+          "name": "weather_compensator",
+          "type": "boolean",
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+          "notNull": false
+        }
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+          "tableFrom": "epc_main_heating_detail",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
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+          "onUpdate": "no action"
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "type": "bigint",
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+        },
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+          "type": "bigint",
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+        },
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+          "name": "uploaded_file_id",
+          "type": "bigint",
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+        },
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+          "name": "uprn",
+          "type": "bigint",
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+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "report_reference",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "report_type",
+          "type": "text",
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+          "notNull": false
+        },
+        "assessment_type": {
+          "name": "assessment_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "real",
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+        },
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+          "type": "text",
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+          "notNull": false
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+          "name": "schema_versions_original",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "status",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": true
+        },
+        "address_line_2": {
+          "name": "address_line_2",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "region_code",
+          "type": "text",
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+        },
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+          "notNull": false
+        },
+        "language_code": {
+          "name": "language_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "dwelling_type": {
+          "name": "dwelling_type",
+          "type": "text",
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+        },
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+          "type": "text",
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+        },
+        "built_form": {
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+          "type": "text",
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+          "notNull": false
+        },
+        "tenure": {
+          "name": "tenure",
+          "type": "text",
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+          "notNull": true
+        },
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+          "type": "text",
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+        },
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+          "type": "timestamp",
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+          "notNull": true
+        },
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+          "name": "completion_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "registration_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+        },
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+        },
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "type": "boolean",
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+          "notNull": true
+        },
+        "has_fixed_air_conditioning": {
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "has_conservatory",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "has_heated_separate_conservatory": {
+          "name": "has_heated_separate_conservatory",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "conservatory_type",
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+        },
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+          "notNull": true
+        },
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+          "name": "wet_rooms_count",
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "type": "integer",
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+          "notNull": true
+        },
+        "open_chimneys_count": {
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+          "type": "integer",
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "led_fixed_lighting_bulbs_count": {
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+          "primaryKey": false,
+          "notNull": true
+        },
+        "incandescent_fixed_lighting_bulbs_count": {
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+          "primaryKey": false,
+          "notNull": true
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "energy_rating_average",
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+          "notNull": false
+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "energy_meter_type",
+          "type": "text",
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+        },
+        "energy_pv_battery_count": {
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+        },
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+        },
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "energy_electricity_smart_meter_present": {
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+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_pv_connection": {
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+          "notNull": false
+        },
+        "energy_pv_percent_roof_area": {
+          "name": "energy_pv_percent_roof_area",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_pv_battery_capacity",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
+          "name": "energy_wind_turbine_hub_height",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_rotor_diameter": {
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_size": {
+          "name": "heating_cylinder_size",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_code": {
+          "name": "heating_water_heating_code",
+          "type": "integer",
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+          "notNull": false
+        },
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+    },
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+          "notNull": false
+        },
+        "is_sap_points_adjusted_for_installed_measures": {
+          "name": "is_sap_points_adjusted_for_installed_measures",
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+          "notNull": false,
+          "default": false
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+          "notNull": false
+        },
+        "lodged_sap_points": {
+          "name": "lodged_sap_points",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodged_epc_rating": {
+          "name": "lodged_epc_rating",
+          "type": "epc",
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+          "notNull": false
+        }
+      },
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+        "uq_property_portfolio_uprn": {
+          "name": "uq_property_portfolio_uprn",
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+              "expression": "portfolio_id",
+              "isExpression": false,
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+              "nulls": "last"
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+          "where": "\"property\".\"uprn\" IS NOT NULL",
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+          "method": "btree",
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+            "portfolio_id"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "name": "full_address",
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+          "name": "lodgement_date",
+          "type": "timestamp",
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+          "name": "is_expired",
+          "type": "boolean",
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+        },
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+        "walls": {
+          "name": "walls",
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+          "type": "smallint",
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+          "name": "roof",
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+        "heating": {
+          "name": "heating",
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+          "type": "smallint",
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+        },
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+          "name": "heating_controls",
+          "type": "text",
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+          "type": "smallint",
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+        },
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+          "name": "lighting",
+          "type": "text",
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+        },
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+          "type": "smallint",
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+        },
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+          "name": "mainfuel",
+          "type": "text",
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+          "name": "ventilation",
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+        },
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+          "name": "solar_pv",
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+        },
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+        },
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+          "name": "floor_height",
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+        },
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+          "notNull": false
+        },
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+        },
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+          "name": "mains_gas",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "energy_tariff",
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+        },
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+          "type": "real",
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+        },
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+          "name": "co2_emissions",
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+        },
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+          "notNull": false
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+        },
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+        },
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+          "notNull": false
+        },
+        "gas_standing_charge": {
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+          "type": "real",
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+        },
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+          "name": "electricity_standing_charge",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false,
+          "default": false
+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
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+          "notNull": false
+        },
+        "lodged_heat_demand": {
+          "name": "lodged_heat_demand",
+          "type": "real",
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+          "notNull": false
+        },
+        "has_been_remodelled": {
+          "name": "has_been_remodelled",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "environment_impact_current": {
+          "name": "environment_impact_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
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+          "name": "uq_property_details_epc_property_portfolio",
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+          "method": "btree",
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+        }
+      },
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+          "tableTo": "property",
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+            "property_id"
+          ],
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+            "id"
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+          "onUpdate": "no action"
+        },
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+          "tableFrom": "property_details_epc",
+          "tableTo": "portfolio",
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+            "portfolio_id"
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+            "id"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "name": "property_details_meter",
+      "schema": "",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "uprn",
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+          "notNull": false
+        },
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+          "name": "energy_supplier",
+          "type": "text",
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+        },
+        "gas_supplier": {
+          "name": "gas_supplier",
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+        },
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+          "type": "real",
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+          "notNull": false
+        },
+        "meter_reading_gas": {
+          "name": "meter_reading_gas",
+          "type": "real",
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+          "notNull": false
+        }
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+        },
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+          "name": "x_coordinate",
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+        },
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+          "name": "y_coordinate",
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+          "notNull": false
+        },
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+          "name": "latitude",
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+          "name": "longitude",
+          "type": "real",
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+        },
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+          "name": "conservation_status",
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+          "notNull": false
+        },
+        "is_listed_building": {
+          "name": "is_listed_building",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "type": "boolean",
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+          "notNull": false
+        }
+      },
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+        },
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+          "name": "created_at",
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+          "notNull": true,
+          "default": "now()"
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+          "notNull": false
+        },
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+        }
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+          "columnsFrom": [
+            "property_id"
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+            "id"
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+          "onDelete": "no action",
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+          "tableFrom": "property_targets",
+          "tableTo": "portfolio",
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+            "portfolio_id"
+          ],
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+      },
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+    },
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+        },
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+          "notNull": true
+        },
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+          "type": "measure_type",
+          "typeSchema": "public",
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+          "notNull": true
+        },
+        "installed_at": {
+          "name": "installed_at",
+          "type": "timestamp",
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+          "notNull": false,
+          "default": "now()"
+        },
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+          "name": "sap_points",
+          "type": "real",
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+          "notNull": false
+        },
+        "carbon_savings": {
+          "name": "carbon_savings",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "kwh_savings": {
+          "name": "kwh_savings",
+          "type": "real",
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+          "notNull": false
+        },
+        "bill_savings": {
+          "name": "bill_savings",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heat_demand_savings": {
+          "name": "heat_demand_savings",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "source",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "is_active",
+          "type": "boolean",
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+          "notNull": true,
+          "default": true
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+        "hhsrs_falls_associated_with_baths",
+        "hhsrs_falls_on_level_surfaces",
+        "hhsrs_falls_on_stairs",
+        "hhsrs_falls_between_levels",
+        "hhsrs_electrical_hazards",
+        "hhsrs_fire",
+        "hhsrs_flames_hot_surfaces",
+        "hhsrs_collision_and_entrapment",
+        "hhsrs_collision_hazards_low_headroom",
+        "hhsrs_explosions",
+        "hhsrs_ergonomics",
+        "hhsrs_structural_collapse",
+        "hhsrs_amenities"
+      ]
+    },
+    "public.document_type": {
+      "name": "document_type",
+      "schema": "public",
+      "values": [
+        "EPR",
+        "Condition Report",
+        "Evidence Report",
+        "Summary Information",
+        "Floor Plan",
+        "Scenario Draft EPC",
+        "Scenario Site Notes"
+      ]
+    },
+    "public.scheme": {
+      "name": "scheme",
+      "schema": "public",
+      "values": [
+        "eco4",
+        "gbis",
+        "whlg",
+        "none"
+      ]
+    },
+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0191_snapshot.json b/src/app/db/migrations/meta/0191_snapshot.json
new file mode 100644
index 0000000..d242b87
--- /dev/null
+++ b/src/app/db/migrations/meta/0191_snapshot.json
@@ -0,0 +1,8703 @@
+{
+  "id": "275c351b-aa69-4d1f-bfe1-ae3a6cf6c06c",
+  "prevId": "f40da1f4-4d47-4956-9ea4-52d937186a5f",
+  "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
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+          "name": "status",
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+        },
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+          "name": "task_id",
+          "type": "uuid",
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+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
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+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
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+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
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+      "name": "aspect_condition",
+      "schema": "",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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+          "notNull": true
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+        "install_date": {
+          "name": "install_date",
+          "type": "date",
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+          "name": "renewal_year",
+          "type": "integer",
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+          "name": "comments",
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+            "id"
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+    },
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+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+          "default": "now()"
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+        },
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+        },
+        "listing_id": {
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+          "name": "uprn",
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+          "name": "outcome",
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+        },
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+          "name": "outcome_notes",
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+        },
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+          "type": "text",
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+        },
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+        },
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+        },
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+        },
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+        },
+        "surveyor": {
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+        },
+        "damp_mould_and_repairs_comments": {
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "name": "measures_for_pibi_ordered",
+          "type": "text",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "timestamp (6) with time zone",
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+        },
+        "property_halted_date": {
+          "name": "property_halted_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "property_halted_reason": {
+          "name": "property_halted_reason",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "technical_approved_measures_for_install": {
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sent_to_installer_for_pricing": {
+          "name": "sent_to_installer_for_pricing",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "domna_survey_required": {
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+          "type": "boolean",
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+        },
+        "domna_survey_date": {
+          "name": "domna_survey_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
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+          "notNull": true,
+          "default": "now()"
+        },
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+          "notNull": true,
+          "default": "now()"
+        }
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_status_tracker": {
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+      "schema": "",
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+          "name": "id",
+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        },
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+          "default": "now()"
+        }
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+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onDelete": "cascade",
+          "onUpdate": "no action"
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+        "property_status_tracker_portfolio_id_portfolio_id_fk": {
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+          "tableFrom": "property_status_tracker",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
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+          ],
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+      },
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.energy_assessments": {
+      "name": "energy_assessments",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
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+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
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+          "primaryKey": false,
+          "notNull": true
+        },
+        "uprn_source": {
+          "name": "uprn_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "building_reference_number": {
+          "name": "building_reference_number",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_efficiency": {
+          "name": "current_energy_efficiency",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "current_energy_rating": {
+          "name": "current_energy_rating",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address1": {
+          "name": "address1",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address2": {
+          "name": "address2",
+          "type": "text",
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+          "notNull": true
+        },
+        "address3": {
+          "name": "address3",
+          "type": "text",
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+          "notNull": false
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+        "epc_property_id": {
+          "name": "epc_property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "has_fghrs": {
+          "name": "has_fghrs",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "main_fuel_type": {
+          "name": "main_fuel_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heat_emitter_type": {
+          "name": "heat_emitter_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "emitter_temperature": {
+          "name": "emitter_temperature",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "main_heating_control": {
+          "name": "main_heating_control",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "fan_flue_present": {
+          "name": "fan_flue_present",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "boiler_flue_type": {
+          "name": "boiler_flue_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "boiler_ignition_type": {
+          "name": "boiler_ignition_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "central_heating_pump_age": {
+          "name": "central_heating_pump_age",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "central_heating_pump_age_str": {
+          "name": "central_heating_pump_age_str",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_index_number": {
+          "name": "main_heating_index_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_main_heating_code": {
+          "name": "sap_main_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_number": {
+          "name": "main_heating_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_category": {
+          "name": "main_heating_category",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_fraction": {
+          "name": "main_heating_fraction",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_data_source": {
+          "name": "main_heating_data_source",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "condensing": {
+          "name": "condensing",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "weather_compensator": {
+          "name": "weather_compensator",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "epc_main_heating_detail_epc_property_id_epc_property_id_fk": {
+          "name": "epc_main_heating_detail_epc_property_id_epc_property_id_fk",
+          "tableFrom": "epc_main_heating_detail",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property": {
+      "name": "epc_property",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "property_id",
+          "type": "bigint",
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+          "notNull": false
+        },
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+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "uploaded_file_id",
+          "type": "bigint",
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+        },
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+          "name": "uprn",
+          "type": "bigint",
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+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "report_reference",
+          "type": "text",
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+        },
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+          "name": "report_type",
+          "type": "text",
+          "primaryKey": false,
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+        },
+        "assessment_type": {
+          "name": "assessment_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "real",
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+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "schema_versions_original",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "calculation_software_version": {
+          "name": "calculation_software_version",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "address_line_1": {
+          "name": "address_line_1",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address_line_2": {
+          "name": "address_line_2",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "post_town": {
+          "name": "post_town",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
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+          "notNull": true
+        },
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+          "type": "text",
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+        },
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+          "name": "country_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "language_code": {
+          "name": "language_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dwelling_type": {
+          "name": "dwelling_type",
+          "type": "text",
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+          "notNull": true
+        },
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+          "type": "text",
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+        },
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+          "name": "built_form",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "tenure",
+          "type": "text",
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+        },
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+          "name": "transaction_type",
+          "type": "text",
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+        },
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+          "type": "timestamp",
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+          "notNull": true
+        },
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+          "name": "completion_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "registration_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "total_floor_area_m2",
+          "type": "real",
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+          "notNull": true
+        },
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+          "name": "measurement_type",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "solar_water_heating",
+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "has_hot_water_cylinder",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "has_fixed_air_conditioning": {
+          "name": "has_fixed_air_conditioning",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "has_conservatory": {
+          "name": "has_conservatory",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_heated_separate_conservatory": {
+          "name": "has_heated_separate_conservatory",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "conservatory_type": {
+          "name": "conservatory_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "door_count": {
+          "name": "door_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "wet_rooms_count": {
+          "name": "wet_rooms_count",
+          "type": "integer",
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+          "notNull": true
+        },
+        "extensions_count": {
+          "name": "extensions_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heated_rooms_count": {
+          "name": "heated_rooms_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "open_chimneys_count": {
+          "name": "open_chimneys_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "habitable_rooms_count": {
+          "name": "habitable_rooms_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "insulated_door_count": {
+          "name": "insulated_door_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "cfl_fixed_lighting_bulbs_count": {
+          "name": "cfl_fixed_lighting_bulbs_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "led_fixed_lighting_bulbs_count": {
+          "name": "led_fixed_lighting_bulbs_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "incandescent_fixed_lighting_bulbs_count": {
+          "name": "incandescent_fixed_lighting_bulbs_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "blocked_chimneys_count": {
+          "name": "blocked_chimneys_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "draughtproofed_door_count": {
+          "name": "draughtproofed_door_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_rating_average": {
+          "name": "energy_rating_average",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "low_energy_fixed_lighting_bulbs_count": {
+          "name": "low_energy_fixed_lighting_bulbs_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "fixed_lighting_outlets_count": {
+          "name": "fixed_lighting_outlets_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "low_energy_fixed_lighting_outlets_count": {
+          "name": "low_energy_fixed_lighting_outlets_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "number_of_storeys": {
+          "name": "number_of_storeys",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "any_unheated_rooms": {
+          "name": "any_unheated_rooms",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hydro": {
+          "name": "hydro",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "photovoltaic_array": {
+          "name": "photovoltaic_array",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "waste_water_heat_recovery": {
+          "name": "waste_water_heat_recovery",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pressure_test": {
+          "name": "pressure_test",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pressure_test_certificate_number": {
+          "name": "pressure_test_certificate_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "percent_draughtproofed": {
+          "name": "percent_draughtproofed",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "insulated_door_u_value": {
+          "name": "insulated_door_u_value",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "multiple_glazed_proportion": {
+          "name": "multiple_glazed_proportion",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_u_value": {
+          "name": "windows_transmission_u_value",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_data_source": {
+          "name": "windows_transmission_data_source",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_solar_transmittance": {
+          "name": "windows_transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_mains_gas": {
+          "name": "energy_mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_meter_type": {
+          "name": "energy_meter_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_pv_battery_count": {
+          "name": "energy_pv_battery_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_wind_turbines_count": {
+          "name": "energy_wind_turbines_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_gas_smart_meter_present": {
+          "name": "energy_gas_smart_meter_present",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_is_dwelling_export_capable": {
+          "name": "energy_is_dwelling_export_capable",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_wind_turbines_terrain_type": {
+          "name": "energy_wind_turbines_terrain_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_electricity_smart_meter_present": {
+          "name": "energy_electricity_smart_meter_present",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_pv_connection": {
+          "name": "energy_pv_connection",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_pv_percent_roof_area": {
+          "name": "energy_pv_percent_roof_area",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_pv_battery_capacity": {
+          "name": "energy_pv_battery_capacity",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
+          "name": "energy_wind_turbine_hub_height",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_rotor_diameter": {
+          "name": "energy_wind_turbine_rotor_diameter",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_size": {
+          "name": "heating_cylinder_size",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_code": {
+          "name": "heating_water_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_fuel": {
+          "name": "heating_water_heating_fuel",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_immersion_heating_type": {
+          "name": "heating_immersion_heating_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_insulation_type": {
+          "name": "heating_cylinder_insulation_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_thermostat": {
+          "name": "heating_cylinder_thermostat",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_secondary_fuel_type": {
+          "name": "heating_secondary_fuel_type",
+          "type": "integer",
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+          "notNull": false
+        },
+        "heating_secondary_heating_type": {
+          "name": "heating_secondary_heating_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_insulation_thickness_mm": {
+          "name": "heating_cylinder_insulation_thickness_mm",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "heating_wwhrs_index_number_1",
+          "type": "integer",
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+          "notNull": false
+        },
+        "heating_wwhrs_index_number_2": {
+          "name": "heating_wwhrs_index_number_2",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_shower_outlet_type": {
+          "name": "heating_shower_outlet_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_shower_wwhrs": {
+          "name": "heating_shower_wwhrs",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_type": {
+          "name": "ventilation_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_draught_lobby": {
+          "name": "ventilation_draught_lobby",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "ventilation_pressure_test": {
+          "name": "ventilation_pressure_test",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_open_flues_count": {
+          "name": "ventilation_open_flues_count",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "ventilation_closed_flues_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_boiler_flues_count": {
+          "name": "ventilation_boiler_flues_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_other_flues_count": {
+          "name": "ventilation_other_flues_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_extract_fans_count": {
+          "name": "ventilation_extract_fans_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_passive_vents_count": {
+          "name": "ventilation_passive_vents_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_flueless_gas_fires_count": {
+          "name": "ventilation_flueless_gas_fires_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_in_pcdf_database": {
+          "name": "ventilation_in_pcdf_database",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_ventilation": {
+          "name": "mechanical_ventilation",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_duct_type": {
+          "name": "mechanical_vent_duct_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_duct_placement": {
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+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0192_snapshot.json b/src/app/db/migrations/meta/0192_snapshot.json
new file mode 100644
index 0000000..16007e8
--- /dev/null
+++ b/src/app/db/migrations/meta/0192_snapshot.json
@@ -0,0 +1,8746 @@
+{
+  "id": "63afd309-de11-41aa-b6cc-4f314ea783b1",
+  "prevId": "275c351b-aa69-4d1f-bfe1-ae3a6cf6c06c",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "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
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+      "foreignKeys": {
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+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+          "onUpdate": "no action"
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+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
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+          "name": "id",
+          "type": "bigserial",
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+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
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+          "notNull": true
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+        "date": {
+          "name": "date",
+          "type": "date",
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+          "notNull": true
+        },
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+          "name": "source",
+          "type": "text",
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+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
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+      "checkConstraints": {},
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+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
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+          "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",
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+          "name": "group_id",
+          "type": "text",
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+        },
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+          "default": "now()"
+        },
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+          "name": "updated_at",
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+          "notNull": true,
+          "default": "now()"
+        }
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+    },
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+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
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+          "name": "project_code",
+          "type": "text",
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+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
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+        },
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+          "name": "outcome",
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+        },
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+          "name": "outcome_notes",
+          "type": "text",
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+        },
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+        },
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+        },
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+        },
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+          "type": "text",
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+        },
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+          "type": "text",
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+        },
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+          "name": "pre_sap",
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+        },
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+          "notNull": false
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+        },
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+          "name": "proposed_measures",
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+        },
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+          "name": "approved_package",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "type": "text",
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+        },
+        "measures_for_pibi_ordered": {
+          "name": "measures_for_pibi_ordered",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "pibi_order_date",
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+        },
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+          "type": "timestamp (6) with time zone",
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+        },
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+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "property_halted_reason": {
+          "name": "property_halted_reason",
+          "type": "text",
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+        },
+        "technical_approved_measures_for_install": {
+          "name": "technical_approved_measures_for_install",
+          "type": "text",
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+          "notNull": false
+        },
+        "sent_to_installer_for_pricing": {
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+          "notNull": false
+        },
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+          "name": "domna_survey_required",
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+        },
+        "domna_survey_date": {
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+          "notNull": false
+        },
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+          "notNull": true,
+          "default": "now()"
+        },
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_users": {
+      "name": "hubspot_users",
+      "schema": "",
+      "columns": {
+        "hubspot_owner_id": {
+          "name": "hubspot_owner_id",
+          "type": "text",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "first_name",
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+        },
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+          "name": "last_name",
+          "type": "text",
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+        },
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+          "name": "email",
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+        },
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+        }
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "name": "property_status_tracker",
+      "schema": "",
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+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        "hubspot_deal_id": {
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+          "type": "text",
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+        },
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+          "name": "property_id",
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+        },
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+        },
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+          "default": "now()"
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+          "tableTo": "property",
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+            "property_id"
+          ],
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+            "id"
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+          "onUpdate": "no action"
+        },
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+          "tableFrom": "property_status_tracker",
+          "tableTo": "portfolio",
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+            "portfolio_id"
+          ],
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+          ],
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+      },
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+      "checkConstraints": {},
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+    },
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+        },
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+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "building_reference_number",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_efficiency": {
+          "name": "current_energy_efficiency",
+          "type": "text",
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+        },
+        "current_energy_rating": {
+          "name": "current_energy_rating",
+          "type": "text",
+          "primaryKey": false,
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+        },
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+          "name": "address1",
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+        },
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+        },
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+          "name": "address3",
+          "type": "text",
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+        },
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+          "name": "posttown",
+          "type": "text",
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+        },
+        "postcode": {
+          "name": "postcode",
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+        },
+        "address": {
+          "name": "address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "county": {
+          "name": "county",
+          "type": "text",
+          "primaryKey": false,
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+        },
+        "constituency": {
+          "name": "constituency",
+          "type": "text",
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+        },
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+          "name": "constituency_label",
+          "type": "text",
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+          "notNull": false
+        },
+        "low_energy_fixed_light_count": {
+          "name": "low_energy_fixed_light_count",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "construction_age_band",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "mainheat_energy_eff": {
+          "name": "mainheat_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "windows_env_eff": {
+          "name": "windows_env_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "lighting_energy_eff": {
+          "name": "lighting_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "environment_impact_potential": {
+          "name": "environment_impact_potential",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "mainheatcont_description": {
+          "name": "mainheatcont_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "sheating_energy_eff": {
+          "name": "sheating_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "local_authority": {
+          "name": "local_authority",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "local_authority_label": {
+          "name": "local_authority_label",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "fixed_lighting_outlets_count": {
+          "name": "fixed_lighting_outlets_count",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_tariff": {
+          "name": "energy_tariff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "mechanical_ventilation": {
+          "name": "mechanical_ventilation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "solar_water_heating_flag": {
+          "name": "solar_water_heating_flag",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "co2_emissions_potential": {
+          "name": "co2_emissions_potential",
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+          "name": "epc_main_heating_detail_epc_property_id_epc_property_id_fk",
+          "tableFrom": "epc_main_heating_detail",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property": {
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+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "type": "bigint",
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+          "notNull": false
+        },
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+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
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+          "type": "bigint",
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+          "type": "text",
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+        },
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+          "name": "report_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "assessment_type",
+          "type": "text",
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+          "notNull": false
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+          "name": "schema_versions_original",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
+        "calculation_software_version": {
+          "name": "calculation_software_version",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": true
+        },
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+          "type": "text",
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+          "notNull": false
+        },
+        "post_town": {
+          "name": "post_town",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "region_code",
+          "type": "text",
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+        },
+        "country_code": {
+          "name": "country_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "language_code": {
+          "name": "language_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "dwelling_type": {
+          "name": "dwelling_type",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "property_type",
+          "type": "text",
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+        },
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+          "name": "built_form",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "tenure",
+          "type": "text",
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+          "notNull": true
+        },
+        "transaction_type": {
+          "name": "transaction_type",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "inspection_date",
+          "type": "timestamp",
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+          "notNull": true
+        },
+        "completion_date": {
+          "name": "completion_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "registration_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "total_floor_area_m2",
+          "type": "real",
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+          "notNull": true
+        },
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+          "name": "measurement_type",
+          "type": "integer",
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+          "notNull": false
+        },
+        "solar_water_heating": {
+          "name": "solar_water_heating",
+          "type": "boolean",
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+          "notNull": true
+        },
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "has_fixed_air_conditioning",
+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "has_conservatory",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "has_heated_separate_conservatory",
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+        },
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+        },
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+          "notNull": true
+        },
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+        },
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+          "type": "integer",
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+          "notNull": true
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+          "notNull": true
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+          "notNull": true
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+        "cfl_fixed_lighting_bulbs_count": {
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "incandescent_fixed_lighting_bulbs_count": {
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+          "notNull": true
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+        },
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+          "name": "energy_rating_average",
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+          "notNull": false
+        },
+        "low_energy_fixed_lighting_bulbs_count": {
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+          "notNull": false
+        },
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+          "name": "fixed_lighting_outlets_count",
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+          "notNull": false
+        },
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+          "name": "low_energy_fixed_lighting_outlets_count",
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+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "any_unheated_rooms": {
+          "name": "any_unheated_rooms",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "hydro",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "photovoltaic_array": {
+          "name": "photovoltaic_array",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "waste_water_heat_recovery",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "pressure_test_certificate_number": {
+          "name": "pressure_test_certificate_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "percent_draughtproofed": {
+          "name": "percent_draughtproofed",
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+        },
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+          "type": "real",
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+          "notNull": false
+        },
+        "multiple_glazed_proportion": {
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+          "type": "integer",
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+          "notNull": false
+        },
+        "windows_transmission_u_value": {
+          "name": "windows_transmission_u_value",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "windows_transmission_data_source",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_solar_transmittance": {
+          "name": "windows_transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_meter_type": {
+          "name": "energy_meter_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_pv_battery_count": {
+          "name": "energy_pv_battery_count",
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+          "notNull": true
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+          "name": "energy_wind_turbines_count",
+          "type": "integer",
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+        },
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+          "notNull": true
+        },
+        "energy_is_dwelling_export_capable": {
+          "name": "energy_is_dwelling_export_capable",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_wind_turbines_terrain_type": {
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+          "type": "text",
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+          "notNull": true
+        },
+        "energy_electricity_smart_meter_present": {
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+          "notNull": true
+        },
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+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
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+          "notNull": false
+        },
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+          "type": "real",
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+          "notNull": false
+        },
+        "heating_cylinder_size": {
+          "name": "heating_cylinder_size",
+          "type": "text",
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+          "notNull": false
+        },
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+        },
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+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+        },
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+          "type": "text",
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+          "notNull": false
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+          "notNull": false
+        },
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+        },
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+          "name": "ventilation_type",
+          "type": "text",
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+        },
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+        },
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "ventilation_extract_fans_count",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "ventilation_passive_vents_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_flueless_gas_fires_count": {
+          "name": "ventilation_flueless_gas_fires_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_in_pcdf_database": {
+          "name": "ventilation_in_pcdf_database",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_ventilation": {
+          "name": "mechanical_ventilation",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "mechanical_vent_duct_placement",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "mechanical_vent_duct_insulation",
+          "type": "integer",
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+          "notNull": false
+        },
+        "mechanical_ventilation_index_number": {
+          "name": "mechanical_ventilation_index_number",
+          "type": "integer",
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+          "notNull": false
+        },
+        "mechanical_vent_measured_installation": {
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+          "type": "text",
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+          "notNull": false
+        }
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+              "asc": true,
+              "nulls": "last"
+            },
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+              "asc": true,
+              "nulls": "last"
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+          "concurrently": false,
+          "method": "btree",
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+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
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+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
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+        "epc_property_uploaded_file_id_uploaded_files_id_fk": {
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+          "tableFrom": "epc_property",
+          "tableTo": "uploaded_files",
+          "columnsFrom": [
+            "uploaded_file_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
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+      },
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+            "uploaded_file_id"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property_energy_performance": {
+      "name": "epc_property_energy_performance",
+      "schema": "",
+      "columns": {
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+          "name": "id",
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+          "notNull": true
+        },
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+      "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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0193_snapshot.json b/src/app/db/migrations/meta/0193_snapshot.json
new file mode 100644
index 0000000..49d5f06
--- /dev/null
+++ b/src/app/db/migrations/meta/0193_snapshot.json
@@ -0,0 +1,8746 @@
+{
+  "id": "afc1f91a-1613-48af-9491-8dd0bdfbb203",
+  "prevId": "63afd309-de11-41aa-b6cc-4f314ea783b1",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_type": {
+          "name": "element_type",
+          "type": "element_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_instance": {
+          "name": "element_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "group_id": {
+          "name": "group_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "deal_id": {
+          "name": "deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "project_code": {
+          "name": "project_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome": {
+          "name": "outcome",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome_notes": {
+          "name": "outcome_notes",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_description": {
+          "name": "major_condition_issue_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_photos": {
+          "name": "major_condition_issue_photos",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_evidence_s3_url": {
+          "name": "major_condition_issue_evidence_s3_url",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordination_status": {
+          "name": "coordination_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "design_status": {
+          "name": "design_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pashub_link": {
+          "name": "pashub_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sharepoint_link": {
+          "name": "sharepoint_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dampmould_growth": {
+          "name": "dampmould_growth",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pre_sap": {
+          "name": "pre_sap",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordinator": {
+          "name": "coordinator",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mtp_completion_date": {
+          "name": "mtp_completion_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mtp_re_model_completion_date": {
+          "name": "mtp_re_model_completion_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ioe_v3_completion_date": {
+          "name": "ioe_v3_completion_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "proposed_measures": {
+          "name": "proposed_measures",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "approved_package": {
+          "name": "approved_package",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "designer": {
+          "name": "designer",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "design_type": {
+          "name": "design_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "design_completion_date": {
+          "name": "design_completion_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "actual_measures_installed": {
+          "name": "actual_measures_installed",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installer": {
+          "name": "installer",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installer_handover": {
+          "name": "installer_handover",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_status": {
+          "name": "lodgement_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "measures_lodgement_date": {
+          "name": "measures_lodgement_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_date": {
+          "name": "lodgement_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "expected_commencement_date": {
+          "name": "expected_commencement_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordination_comments": {
+          "name": "coordination_comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "surveyor": {
+          "name": "surveyor",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "damp_mould_and_repairs_comments": {
+          "name": "damp_mould_and_repairs_comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "batch": {
+          "name": "batch",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "block_reference": {
+          "name": "block_reference",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_prn": {
+          "name": "epc_prn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "potential_post_sap_score_dropdown": {
+          "name": "potential_post_sap_score_dropdown",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ei_score": {
+          "name": "ei_score",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ei_score__potential_": {
+          "name": "ei_score__potential_",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_sap_score": {
+          "name": "epc_sap_score",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_sap_score__potential_": {
+          "name": "epc_sap_score__potential_",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "confirmed_survey_date": {
+          "name": "confirmed_survey_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "confirmed_survey_time": {
+          "name": "confirmed_survey_time",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "surveyed_date": {
+          "name": "surveyed_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "survey_type": {
+          "name": "survey_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "measures_for_pibi_ordered": {
+          "name": "measures_for_pibi_ordered",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pibi_order_date": {
+          "name": "pibi_order_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pibi_completed_date": {
+          "name": "pibi_completed_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "property_halted_date": {
+          "name": "property_halted_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "property_halted_reason": {
+          "name": "property_halted_reason",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "technical_approved_measures_for_install": {
+          "name": "technical_approved_measures_for_install",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sent_to_installer_for_pricing": {
+          "name": "sent_to_installer_for_pricing",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "domna_survey_type": {
+          "name": "domna_survey_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "domna_survey_date": {
+          "name": "domna_survey_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_users": {
+      "name": "hubspot_users",
+      "schema": "",
+      "columns": {
+        "hubspot_owner_id": {
+          "name": "hubspot_owner_id",
+          "type": "text",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "first_name": {
+          "name": "first_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "last_name": {
+          "name": "last_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "email": {
+          "name": "email",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_status_tracker": {
+      "name": "property_status_tracker",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "property_status_tracker_property_id_property_id_fk": {
+          "name": "property_status_tracker_property_id_property_id_fk",
+          "tableFrom": "property_status_tracker",
+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "cascade",
+          "onUpdate": "no action"
+        },
+        "property_status_tracker_portfolio_id_portfolio_id_fk": {
+          "name": "property_status_tracker_portfolio_id_portfolio_id_fk",
+          "tableFrom": "property_status_tracker",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "cascade",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.energy_assessments": {
+      "name": "energy_assessments",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "uprn_source": {
+          "name": "uprn_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "building_reference_number": {
+          "name": "building_reference_number",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_efficiency": {
+          "name": "current_energy_efficiency",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "current_energy_rating": {
+          "name": "current_energy_rating",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address1": {
+          "name": "address1",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address2": {
+          "name": "address2",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address3": {
+          "name": "address3",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "posttown": {
+          "name": "posttown",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address": {
+          "name": "address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "county": {
+          "name": "county",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "constituency": {
+          "name": "constituency",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "constituency_label": {
+          "name": "constituency_label",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "low_energy_fixed_light_count": {
+          "name": "low_energy_fixed_light_count",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "construction_age_band": {
+          "name": "construction_age_band",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "mainheat_energy_eff": {
+          "name": "mainheat_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "windows_env_eff": {
+          "name": "windows_env_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "lighting_energy_eff": {
+          "name": "lighting_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "environment_impact_potential": {
+          "name": "environment_impact_potential",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "mainheatcont_description": {
+          "name": "mainheatcont_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "sheating_energy_eff": {
+          "name": "sheating_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "local_authority": {
+          "name": "local_authority",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "local_authority_label": {
+          "name": "local_authority_label",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "fixed_lighting_outlets_count": {
+          "name": "fixed_lighting_outlets_count",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_tariff": {
+          "name": "energy_tariff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "mechanical_ventilation": {
+          "name": "mechanical_ventilation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "solar_water_heating_flag": {
+          "name": "solar_water_heating_flag",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "co2_emissions_potential": {
+          "name": "co2_emissions_potential",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "number_heated_rooms": {
+          "name": "number_heated_rooms",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "floor_description": {
+          "name": "floor_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_consumption_potential": {
+          "name": "energy_consumption_potential",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "built_form": {
+          "name": "built_form",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "number_open_fireplaces": {
+          "name": "number_open_fireplaces",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "windows_description": {
+          "name": "windows_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "glazed_area": {
+          "name": "glazed_area",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "inspection_date": {
+          "name": "inspection_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "mains_gas_flag": {
+          "name": "mains_gas_flag",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "co2_emiss_curr_per_floor_area": {
+          "name": "co2_emiss_curr_per_floor_area",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heat_loss_corridor": {
+          "name": "heat_loss_corridor",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "unheated_corridor_length": {
+          "name": "unheated_corridor_length",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "flat_storey_count": {
+          "name": "flat_storey_count",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof_energy_eff": {
+          "name": "roof_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "total_floor_area": {
+          "name": "total_floor_area",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "environment_impact_current": {
+          "name": "environment_impact_current",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "roof_description": {
+          "name": "roof_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "floor_energy_eff": {
+          "name": "floor_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "number_habitable_rooms": {
+          "name": "number_habitable_rooms",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
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+          "notNull": false
+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "name": "any_unheated_rooms",
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+          "notNull": false
+        },
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+          "name": "hydro",
+          "type": "boolean",
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+          "type": "boolean",
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "text",
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+        },
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+          "type": "text",
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+        },
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+        },
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "ventilation_in_pcdf_database",
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+          "notNull": false
+        },
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+        },
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+          "type": "integer",
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+          "notNull": false
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+              "asc": true,
+              "nulls": "last"
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+              "nulls": "last"
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+          "tableTo": "portfolio",
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+          "onDelete": "no action",
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+          "tableTo": "uploaded_files",
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+            "uploaded_file_id"
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+    },
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+          "type": "integer",
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+        },
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+          "name": "heating_cost_current",
+          "type": "real",
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+          "notNull": false
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+          "name": "lighting_cost_current",
+          "type": "real",
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+        },
+        "co2_emissions_current": {
+          "name": "co2_emissions_current",
+          "type": "real",
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+        },
+        "co2_emissions_current_per_floor_area": {
+          "name": "co2_emissions_current_per_floor_area",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_efficiency_band": {
+          "name": "current_energy_efficiency_band",
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_rating_potential",
+          "type": "real",
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+        },
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+          "type": "integer",
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+          "notNull": false
+        },
+        "environmental_impact_potential": {
+          "name": "environmental_impact_potential",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "heating_cost_potential",
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+          "primaryKey": false,
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+          "notNull": false
+        },
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+          "name": "co2_emissions_potential",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
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+        "potential_energy_efficiency_band": {
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+          "type": "text",
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+          "notNull": false
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+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
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+            "epc_property_id"
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_window": {
+      "name": "epc_window",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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+          "type": "bigint",
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+          "primaryKey": false,
+          "notNull": true
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+          "primaryKey": false,
+          "notNull": true
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+        "window_type": {
+          "name": "window_type",
+          "type": "text",
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+          "notNull": true
+        },
+        "glazing_type": {
+          "name": "glazing_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "window_width",
+          "type": "real",
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+          "name": "window_height",
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+          "notNull": true
+        },
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+          "name": "draught_proofed",
+          "type": "boolean",
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+          "notNull": true
+        },
+        "window_location": {
+          "name": "window_location",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "window_wall_type",
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+          "notNull": true
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+        "permanent_shutters_present": {
+          "name": "permanent_shutters_present",
+          "type": "boolean",
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+          "notNull": true
+        },
+        "frame_material": {
+          "name": "frame_material",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "frame_factor": {
+          "name": "frame_factor",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "permanent_shutters_insulated": {
+          "name": "permanent_shutters_insulated",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_u_value": {
+          "name": "transmission_u_value",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "transmission_data_source",
+          "type": "text",
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+          "name": "transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
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+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
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+            "id"
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+          "onUpdate": "no action"
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+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "name": "non_intrusive_survey",
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+      "columns": {
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+          "name": "id",
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+    "public.non_intrusive_survey_notes": {
+      "name": "non_intrusive_survey_notes",
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+            "survey_id"
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+          "columnsTo": [
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+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "name": "lexiscore",
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+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "current_valuation",
+          "type": "real",
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+          "notNull": false
+        },
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+        },
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+          "notNull": false,
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+        },
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+          "type": "real",
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+          "notNull": false
+        },
+        "lodged_sap_points": {
+          "name": "lodged_sap_points",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "lodged_epc_rating",
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+          "notNull": false
+        }
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+          "name": "uq_property_portfolio_uprn",
+          "columns": [
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+              "expression": "portfolio_id",
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+              "asc": true,
+              "nulls": "last"
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+              "asc": true,
+              "nulls": "last"
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+          "isUnique": true,
+          "where": "\"property\".\"uprn\" IS NOT NULL",
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+          "method": "btree",
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+          ],
+          "columnsTo": [
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+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
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+          "type": "bigserial",
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+        },
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+        },
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+        },
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+        },
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+        },
+        "lighting": {
+          "name": "lighting",
+          "type": "text",
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+        },
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+        },
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+        },
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+        },
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+          "name": "solar_hot_water",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+      "values": [
+        "m2",
+        "part",
+        "kwp"
+      ]
+    },
+    "public.scenario_type": {
+      "name": "scenario_type",
+      "schema": "public",
+      "values": [
+        "unit",
+        "building"
+      ]
+    },
+    "public.source": {
+      "name": "source",
+      "schema": "public",
+      "values": [
+        "portfolio_id"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_profiles_property_count": {
+      "name": "user_profiles_property_count",
+      "schema": "public",
+      "values": [
+        "1",
+        "2–5",
+        "6–20",
+        "21+",
+        "1–50",
+        "51–100",
+        "101–300",
+        "301–1000",
+        "1000+"
+      ]
+    },
+    "public.user_profiles_referral_source": {
+      "name": "user_profiles_referral_source",
+      "schema": "public",
+      "values": [
+        "search",
+        "social_media",
+        "NRLA",
+        "partner",
+        "word_of_mouth",
+        "other"
+      ]
+    },
+    "public.user_profiles_user_type": {
+      "name": "user_profiles_user_type",
+      "schema": "public",
+      "values": [
+        "private_landlord",
+        "private_tenant",
+        "social_landlord",
+        "social_tenant",
+        "homeowner",
+        "other"
+      ]
+    }
+  },
+  "schemas": {},
+  "sequences": {},
+  "roles": {},
+  "policies": {},
+  "views": {},
+  "_meta": {
+    "columns": {},
+    "schemas": {},
+    "tables": {}
+  }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0195_snapshot.json b/src/app/db/migrations/meta/0195_snapshot.json
new file mode 100644
index 0000000..d4ecd06
--- /dev/null
+++ b/src/app/db/migrations/meta/0195_snapshot.json
@@ -0,0 +1,9254 @@
+{
+  "id": "f7ead524-ba6f-410f-80fb-26882b7fe4ff",
+  "prevId": "afc1f91a-1613-48af-9491-8dd0bdfbb203",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_type": {
+          "name": "element_type",
+          "type": "element_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_instance": {
+          "name": "element_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "group_id": {
+          "name": "group_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "deal_id": {
+          "name": "deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "project_code": {
+          "name": "project_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome": {
+          "name": "outcome",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome_notes": {
+          "name": "outcome_notes",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_description": {
+          "name": "major_condition_issue_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_photos": {
+          "name": "major_condition_issue_photos",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_evidence_s3_url": {
+          "name": "major_condition_issue_evidence_s3_url",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordination_status": {
+          "name": "coordination_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "design_status": {
+          "name": "design_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pashub_link": {
+          "name": "pashub_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sharepoint_link": {
+          "name": "sharepoint_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dampmould_growth": {
+          "name": "dampmould_growth",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pre_sap": {
+          "name": "pre_sap",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordinator": {
+          "name": "coordinator",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mtp_completion_date": {
+          "name": "mtp_completion_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "main_heating_data_source",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "condensing": {
+          "name": "condensing",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "weather_compensator": {
+          "name": "weather_compensator",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "epc_main_heating_detail_epc_property_id_epc_property_id_fk": {
+          "name": "epc_main_heating_detail_epc_property_id_epc_property_id_fk",
+          "tableFrom": "epc_main_heating_detail",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property": {
+      "name": "epc_property",
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+          "name": "id",
+          "type": "bigserial",
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+          "notNull": true
+        },
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+          "name": "property_id",
+          "type": "bigint",
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+        },
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+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
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+          "name": "uploaded_file_id",
+          "type": "bigint",
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+          "notNull": false
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+          "name": "uprn",
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+          "name": "uprn_source",
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+          "type": "text",
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+          "name": "report_type",
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+        },
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+          "name": "assessment_type",
+          "type": "text",
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+          "notNull": false
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+          "type": "text",
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+          "name": "schema_versions_original",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "status",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "calculation_software_version",
+          "type": "text",
+          "primaryKey": false,
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+        },
+        "address_line_1": {
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+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "address_line_2",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "post_town": {
+          "name": "post_town",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "region_code",
+          "type": "text",
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+        },
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+          "name": "country_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "language_code": {
+          "name": "language_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "dwelling_type": {
+          "name": "dwelling_type",
+          "type": "text",
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+          "name": "property_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
+        "tenure": {
+          "name": "tenure",
+          "type": "text",
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+          "notNull": true
+        },
+        "transaction_type": {
+          "name": "transaction_type",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "inspection_date",
+          "type": "timestamp",
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+          "notNull": true
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+          "name": "completion_date",
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+        },
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+          "name": "registration_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "total_floor_area_m2",
+          "type": "real",
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+          "notNull": true
+        },
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+          "name": "measurement_type",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "solar_water_heating",
+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "has_hot_water_cylinder",
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+          "notNull": true
+        },
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "has_conservatory",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "has_heated_separate_conservatory",
+          "type": "boolean",
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+        },
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+        },
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+          "name": "door_count",
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+        },
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+        },
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+          "name": "heated_rooms_count",
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+        },
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+          "name": "open_chimneys_count",
+          "type": "integer",
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+          "notNull": true
+        },
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+          "name": "habitable_rooms_count",
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+          "notNull": true
+        },
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+          "name": "insulated_door_count",
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+          "notNull": true
+        },
+        "cfl_fixed_lighting_bulbs_count": {
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "incandescent_fixed_lighting_bulbs_count": {
+          "name": "incandescent_fixed_lighting_bulbs_count",
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+          "notNull": true
+        },
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+          "notNull": false
+        },
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+          "name": "draughtproofed_door_count",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "energy_rating_average",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "low_energy_fixed_lighting_bulbs_count": {
+          "name": "low_energy_fixed_lighting_bulbs_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "fixed_lighting_outlets_count": {
+          "name": "fixed_lighting_outlets_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "low_energy_fixed_lighting_outlets_count": {
+          "name": "low_energy_fixed_lighting_outlets_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "number_of_storeys": {
+          "name": "number_of_storeys",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "any_unheated_rooms": {
+          "name": "any_unheated_rooms",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hydro": {
+          "name": "hydro",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "photovoltaic_array": {
+          "name": "photovoltaic_array",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "waste_water_heat_recovery": {
+          "name": "waste_water_heat_recovery",
+          "type": "text",
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+          "notNull": false
+        },
+        "pressure_test": {
+          "name": "pressure_test",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pressure_test_certificate_number": {
+          "name": "pressure_test_certificate_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "percent_draughtproofed": {
+          "name": "percent_draughtproofed",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "insulated_door_u_value": {
+          "name": "insulated_door_u_value",
+          "type": "real",
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+          "notNull": false
+        },
+        "multiple_glazed_proportion": {
+          "name": "multiple_glazed_proportion",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_u_value": {
+          "name": "windows_transmission_u_value",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_data_source": {
+          "name": "windows_transmission_data_source",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_solar_transmittance": {
+          "name": "windows_transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_mains_gas": {
+          "name": "energy_mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_meter_type": {
+          "name": "energy_meter_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_pv_battery_count": {
+          "name": "energy_pv_battery_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_wind_turbines_count": {
+          "name": "energy_wind_turbines_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_gas_smart_meter_present": {
+          "name": "energy_gas_smart_meter_present",
+          "type": "boolean",
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+          "notNull": true
+        },
+        "energy_is_dwelling_export_capable": {
+          "name": "energy_is_dwelling_export_capable",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_wind_turbines_terrain_type": {
+          "name": "energy_wind_turbines_terrain_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_electricity_smart_meter_present": {
+          "name": "energy_electricity_smart_meter_present",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_pv_connection": {
+          "name": "energy_pv_connection",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_pv_percent_roof_area": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_pv_battery_capacity": {
+          "name": "energy_pv_battery_capacity",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
+          "name": "energy_wind_turbine_hub_height",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_rotor_diameter": {
+          "name": "energy_wind_turbine_rotor_diameter",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_size": {
+          "name": "heating_cylinder_size",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_code": {
+          "name": "heating_water_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "heating_water_heating_fuel",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_immersion_heating_type": {
+          "name": "heating_immersion_heating_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "heating_cylinder_thermostat",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "heating_secondary_heating_type",
+          "type": "text",
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+          "notNull": false
+        },
+        "heating_cylinder_insulation_thickness_mm": {
+          "name": "heating_cylinder_insulation_thickness_mm",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_shower_outlet_type": {
+          "name": "heating_shower_outlet_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
+        "ventilation_type": {
+          "name": "ventilation_type",
+          "type": "text",
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+        },
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+          "type": "boolean",
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+          "notNull": false
+        },
+        "ventilation_pressure_test": {
+          "name": "ventilation_pressure_test",
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+          "notNull": false
+        },
+        "ventilation_open_flues_count": {
+          "name": "ventilation_open_flues_count",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "ventilation_other_flues_count",
+          "type": "integer",
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+          "notNull": false
+        },
+        "ventilation_extract_fans_count": {
+          "name": "ventilation_extract_fans_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_passive_vents_count": {
+          "name": "ventilation_passive_vents_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_flueless_gas_fires_count": {
+          "name": "ventilation_flueless_gas_fires_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_in_pcdf_database": {
+          "name": "ventilation_in_pcdf_database",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_ventilation": {
+          "name": "mechanical_ventilation",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_duct_type": {
+          "name": "mechanical_vent_duct_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_duct_placement": {
+          "name": "mechanical_vent_duct_placement",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_duct_insulation": {
+          "name": "mechanical_vent_duct_insulation",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_ventilation_index_number": {
+          "name": "mechanical_ventilation_index_number",
+          "type": "integer",
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+          "notNull": false
+        },
+        "mechanical_vent_measured_installation": {
+          "name": "mechanical_vent_measured_installation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
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+          "name": "uq_epc_property_property_portfolio",
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+              "expression": "property_id",
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+              "asc": true,
+              "nulls": "last"
+            },
+            {
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+              "asc": true,
+              "nulls": "last"
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+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
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+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
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+        "epc_property_portfolio_id_portfolio_id_fk": {
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+          "tableFrom": "epc_property",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
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+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        },
+        "epc_property_uploaded_file_id_uploaded_files_id_fk": {
+          "name": "epc_property_uploaded_file_id_uploaded_files_id_fk",
+          "tableFrom": "epc_property",
+          "tableTo": "uploaded_files",
+          "columnsFrom": [
+            "uploaded_file_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
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+      },
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+        "EPR",
+        "Condition Report",
+        "Evidence Report",
+        "Summary Information",
+        "Floor Plan",
+        "Scenario Draft EPC",
+        "Scenario Site Notes"
+      ]
+    },
+    "public.scheme": {
+      "name": "scheme",
+      "schema": "public",
+      "values": [
+        "eco4",
+        "gbis",
+        "whlg",
+        "none"
+      ]
+    },
+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_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/0196_snapshot.json b/src/app/db/migrations/meta/0196_snapshot.json
new file mode 100644
index 0000000..e7d9390
--- /dev/null
+++ b/src/app/db/migrations/meta/0196_snapshot.json
@@ -0,0 +1,9380 @@
+{
+  "id": "cd17dea6-95b0-4b51-925b-bc279219b1f9",
+  "prevId": "f7ead524-ba6f-410f-80fb-26882b7fe4ff",
+  "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,
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+          "name": "task_id",
+          "type": "uuid",
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+          "default": "now()"
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+          "primaryKey": false,
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+          "default": "now()"
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+      "policies": {},
+      "checkConstraints": {},
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+      "name": "aspect_condition",
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+          "name": "id",
+          "type": "bigserial",
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+          "name": "quantity",
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+          "name": "install_date",
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+          "name": "renewal_year",
+          "type": "integer",
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+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        },
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+          "type": "text",
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+          "name": "dampmould_growth",
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+        },
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+        },
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+        },
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+        },
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+          "name": "confirmed_survey_time",
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+        },
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+        },
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+          "name": "measures_for_pibi_ordered",
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+        },
+        "pibi_order_date": {
+          "name": "pibi_order_date",
+          "type": "timestamp (6) with time zone",
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+        },
+        "pibi_completed_date": {
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+          "type": "timestamp (6) with time zone",
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+        },
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+          "notNull": false
+        },
+        "property_halted_reason": {
+          "name": "property_halted_reason",
+          "type": "text",
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+          "notNull": false
+        },
+        "technical_approved_measures_for_install": {
+          "name": "technical_approved_measures_for_install",
+          "type": "text",
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+        },
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+          "type": "timestamp (6) with time zone",
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+        },
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+        },
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+        },
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+        },
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+          "default": "now()"
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+      "checkConstraints": {},
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+    },
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+      "schema": "",
+      "columns": {
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+          "name": "hubspot_owner_id",
+          "type": "text",
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+        },
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+          "name": "first_name",
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+        },
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+          "name": "last_name",
+          "type": "text",
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+        },
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+          "name": "email",
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+        },
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+      "isRLSEnabled": false
+    },
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+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        },
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+          "default": "now()"
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+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "cascade",
+          "onUpdate": "no action"
+        },
+        "property_status_tracker_portfolio_id_portfolio_id_fk": {
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+          "tableFrom": "property_status_tracker",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+      },
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+      "checkConstraints": {},
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+    },
+    "public.energy_assessments": {
+      "name": "energy_assessments",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
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+        },
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+          "name": "uprn",
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+        },
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+          "name": "uprn_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "building_reference_number": {
+          "name": "building_reference_number",
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+    "public.non_intrusive_survey": {
+      "name": "non_intrusive_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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+          "name": "uprn",
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+          "notNull": true
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+          "name": "survey_date",
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+          "notNull": true
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+          "name": "surveyor",
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+          "notNull": true
+        }
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+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.non_intrusive_survey_notes": {
+      "name": "non_intrusive_survey_notes",
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+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
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+          "notNull": true
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+          "name": "title",
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+          "notNull": true
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+          "notNull": true
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+          "tableFrom": "non_intrusive_survey_notes",
+          "tableTo": "non_intrusive_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
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+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property": {
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+        },
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+          "notNull": false
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+        "address": {
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+        },
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+          "name": "user_inputted_address",
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+        },
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+          "name": "lexiscore",
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+        },
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+        },
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+          "name": "has_recommendations",
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+        },
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+          "default": "now()"
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+          "name": "updated_at",
+          "type": "timestamp",
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+          "notNull": true,
+          "default": "now()"
+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+        },
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+        }
+      },
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+          "name": "uq_property_portfolio_uprn",
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+              "asc": true,
+              "nulls": "last"
+            },
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+              "expression": "uprn",
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+          "where": "\"property\".\"uprn\" IS NOT NULL",
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+          "method": "btree",
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+          ],
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+      },
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+      "isRLSEnabled": false
+    },
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+        },
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+        },
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+        },
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+        },
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+          "name": "lodgement_date",
+          "type": "timestamp",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "type": "smallint",
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+        },
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+          "name": "mainfuel",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+        },
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+          "type": "boolean",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": false,
+          "default": false
+        },
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+        },
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+        },
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+          "notNull": false,
+          "default": false
+        },
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+          "type": "real",
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+          "notNull": false
+        }
+      },
+      "indexes": {
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+            },
+            {
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+          "method": "btree",
+          "with": {}
+        }
+      },
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+          "tableTo": "property",
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+            "property_id"
+          ],
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+        },
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+          "name": "property_details_epc_portfolio_id_portfolio_id_fk",
+          "tableFrom": "property_details_epc",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
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+            "id"
+          ],
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+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_meter": {
+      "name": "property_details_meter",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_supplier": {
+          "name": "energy_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "gas_supplier": {
+          "name": "gas_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+      "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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_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/0197_snapshot.json b/src/app/db/migrations/meta/0197_snapshot.json
new file mode 100644
index 0000000..ed7b70f
--- /dev/null
+++ b/src/app/db/migrations/meta/0197_snapshot.json
@@ -0,0 +1,9381 @@
+{
+  "id": "294e71da-109b-495a-8b4d-5fdb27087522",
+  "prevId": "cd17dea6-95b0-4b51-925b-bc279219b1f9",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_type": {
+          "name": "element_type",
+          "type": "element_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_instance": {
+          "name": "element_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "group_id": {
+          "name": "group_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "deal_id": {
+          "name": "deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "project_code": {
+          "name": "project_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
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+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "epc_flat_details_epc_property_id_unique": {
+          "name": "epc_flat_details_epc_property_id_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "epc_property_id"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_floor_dimension": {
+      "name": "epc_floor_dimension",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "epc_building_part_id": {
+          "name": "epc_building_part_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "floor": {
+          "name": "floor",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "room_height_m",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "total_floor_area_m2": {
+          "name": "total_floor_area_m2",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "party_wall_length_m": {
+          "name": "party_wall_length_m",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heat_loss_perimeter_m": {
+          "name": "heat_loss_perimeter_m",
+          "type": "real",
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+          "notNull": true
+        },
+        "floor_insulation": {
+          "name": "floor_insulation",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_construction": {
+          "name": "floor_construction",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "epc_floor_dimension_epc_building_part_id_epc_building_part_id_fk": {
+          "name": "epc_floor_dimension_epc_building_part_id_epc_building_part_id_fk",
+          "tableFrom": "epc_floor_dimension",
+          "tableTo": "epc_building_part",
+          "columnsFrom": [
+            "epc_building_part_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_main_heating_detail": {
+      "name": "epc_main_heating_detail",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "epc_property_id": {
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+          "type": "bigint",
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+          "notNull": true
+        },
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+          "name": "has_fghrs",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "main_fuel_type": {
+          "name": "main_fuel_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heat_emitter_type": {
+          "name": "heat_emitter_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "emitter_temperature",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "main_heating_control": {
+          "name": "main_heating_control",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "fan_flue_present": {
+          "name": "fan_flue_present",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "boiler_flue_type": {
+          "name": "boiler_flue_type",
+          "type": "integer",
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+          "notNull": false
+        },
+        "boiler_ignition_type": {
+          "name": "boiler_ignition_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "central_heating_pump_age_str": {
+          "name": "central_heating_pump_age_str",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_index_number": {
+          "name": "main_heating_index_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_main_heating_code": {
+          "name": "sap_main_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_number": {
+          "name": "main_heating_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_category": {
+          "name": "main_heating_category",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_fraction": {
+          "name": "main_heating_fraction",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_data_source": {
+          "name": "main_heating_data_source",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "condensing": {
+          "name": "condensing",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "weather_compensator": {
+          "name": "weather_compensator",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        }
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+      "indexes": {},
+      "foreignKeys": {
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+          "tableFrom": "epc_main_heating_detail",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
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+          "onUpdate": "no action"
+        }
+      },
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+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property": {
+      "name": "epc_property",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "uploaded_file_id",
+          "type": "bigint",
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+        },
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+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "uprn_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "report_reference": {
+          "name": "report_reference",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "report_type": {
+          "name": "report_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "assessment_type": {
+          "name": "assessment_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_version": {
+          "name": "sap_version",
+          "type": "real",
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+          "notNull": false
+        },
+        "schema_type": {
+          "name": "schema_type",
+          "type": "text",
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+          "notNull": false
+        },
+        "schema_versions_original": {
+          "name": "schema_versions_original",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "calculation_software_version": {
+          "name": "calculation_software_version",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "address_line_1": {
+          "name": "address_line_1",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address_line_2": {
+          "name": "address_line_2",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "post_town",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "region_code": {
+          "name": "region_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "country_code": {
+          "name": "country_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "language_code": {
+          "name": "language_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dwelling_type": {
+          "name": "dwelling_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "built_form": {
+          "name": "built_form",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "tenure": {
+          "name": "tenure",
+          "type": "text",
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+          "notNull": true
+        },
+        "transaction_type": {
+          "name": "transaction_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "inspection_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "completion_date": {
+          "name": "completion_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "registration_date": {
+          "name": "registration_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "total_floor_area_m2",
+          "type": "real",
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+          "notNull": true
+        },
+        "measurement_type": {
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+          "type": "integer",
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+          "notNull": false
+        },
+        "solar_water_heating": {
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+          "type": "boolean",
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+          "notNull": true
+        },
+        "has_hot_water_cylinder": {
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+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "has_fixed_air_conditioning": {
+          "name": "has_fixed_air_conditioning",
+          "type": "boolean",
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+          "notNull": true
+        },
+        "has_conservatory": {
+          "name": "has_conservatory",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "has_heated_separate_conservatory": {
+          "name": "has_heated_separate_conservatory",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "conservatory_type": {
+          "name": "conservatory_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "door_count": {
+          "name": "door_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "wet_rooms_count": {
+          "name": "wet_rooms_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "extensions_count": {
+          "name": "extensions_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "heated_rooms_count": {
+          "name": "heated_rooms_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "open_chimneys_count": {
+          "name": "open_chimneys_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "habitable_rooms_count": {
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+          "notNull": true
+        },
+        "insulated_door_count": {
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+          "type": "integer",
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+          "notNull": true
+        },
+        "cfl_fixed_lighting_bulbs_count": {
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+          "type": "integer",
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+          "notNull": true
+        },
+        "led_fixed_lighting_bulbs_count": {
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+          "primaryKey": false,
+          "notNull": true
+        },
+        "incandescent_fixed_lighting_bulbs_count": {
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+          "primaryKey": false,
+          "notNull": true
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
+        "energy_rating_average": {
+          "name": "energy_rating_average",
+          "type": "integer",
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+          "notNull": false
+        },
+        "low_energy_fixed_lighting_bulbs_count": {
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "boolean",
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+        },
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+          "type": "boolean",
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+        },
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+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "waste_water_heat_recovery": {
+          "name": "waste_water_heat_recovery",
+          "type": "text",
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+          "notNull": false
+        },
+        "pressure_test": {
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "pressure_test_certificate_number": {
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "insulated_door_u_value",
+          "type": "real",
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+          "notNull": false
+        },
+        "multiple_glazed_proportion": {
+          "name": "multiple_glazed_proportion",
+          "type": "integer",
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+          "notNull": false
+        },
+        "windows_transmission_u_value": {
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "windows_transmission_data_source",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_solar_transmittance": {
+          "name": "windows_transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "energy_meter_type",
+          "type": "text",
+          "primaryKey": false,
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+        },
+        "energy_pv_battery_count": {
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+          "notNull": true
+        },
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+        },
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+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "energy_electricity_smart_meter_present": {
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+          "notNull": true
+        },
+        "energy_pv_connection": {
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+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_pv_battery_capacity": {
+          "name": "energy_pv_battery_capacity",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
+          "name": "energy_wind_turbine_hub_height",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_size": {
+          "name": "heating_cylinder_size",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "heating_water_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_fuel": {
+          "name": "heating_water_heating_fuel",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_immersion_heating_type": {
+          "name": "heating_immersion_heating_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_thermostat": {
+          "name": "heating_cylinder_thermostat",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_secondary_fuel_type": {
+          "name": "heating_secondary_fuel_type",
+          "type": "integer",
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+          "notNull": false
+        },
+        "heating_secondary_heating_type": {
+          "name": "heating_secondary_heating_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_insulation_thickness_mm": {
+          "name": "heating_cylinder_insulation_thickness_mm",
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+          "method": "btree",
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+            "portfolio_id"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
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+          "type": "smallint",
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+          "type": "real",
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+          "notNull": false
+        }
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+          "name": "id",
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+          "name": "meter_reading_gas",
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+          "default": "now()"
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+        },
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+          "tableTo": "portfolio",
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+          "notNull": true
+        },
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+          "name": "installed_at",
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+          "default": "now()"
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+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "carbon_savings",
+          "type": "real",
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+          "notNull": false
+        },
+        "kwh_savings": {
+          "name": "kwh_savings",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "bill_savings",
+          "type": "real",
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+          "name": "heat_demand_savings",
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+        },
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+          "default": true
+        }
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+        "rainwater_goods",
+        "loft_insulation",
+        "porch_canopy",
+        "chimney",
+        "fascia",
+        "soffit",
+        "fascia_soffit_bargeboards",
+        "gutters",
+        "store_roof",
+        "garage_roof",
+        "garage_and_store_roof",
+        "external_wall",
+        "external_noise_insulation",
+        "primary_wall",
+        "secondary_wall",
+        "downpipes",
+        "external_decoration",
+        "cladding",
+        "spandrel_panels",
+        "garage_walls",
+        "party_wall_fire_break",
+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
+        "external_windows",
+        "communal_windows",
+        "secondary_glazing",
+        "store_windows",
+        "garage_windows",
+        "garage_and_store_windows",
+        "external_door",
+        "front_door",
+        "rear_door",
+        "store_door",
+        "garage_door",
+        "garage_and_store_door",
+        "communal_entrance_door",
+        "main_door",
+        "block_entrance_door",
+        "lintel",
+        "patio_french_door",
+        "door_entry_handset",
+        "paths_and_hardstandings",
+        "parking_areas",
+        "boundary_walls",
+        "front_fencing",
+        "rear_fencing",
+        "side_fencing",
+        "rear_gate",
+        "front_gate",
+        "gates",
+        "retaining_walls",
+        "private_balcony",
+        "balcony_balustrade",
+        "outbuildings",
+        "garage_structure",
+        "paving",
+        "roads",
+        "soil_and_vent",
+        "solar_thermals",
+        "drop_kerb",
+        "outbuilding_overhaul",
+        "external_structural_defects",
+        "access_ramp",
+        "kitchen",
+        "kitchen_space_layout",
+        "tenant_installed_kitchen",
+        "kitchen_extractor_fan",
+        "bathroom",
+        "secondary_bathroom",
+        "secondary_toilet",
+        "bathroom_extractor_fan",
+        "additional_wc_or_whb",
+        "bathroom_remaining_life_source",
+        "kitchen_remaining_life_source",
+        "central_heating",
+        "heating_boiler",
+        "heating_distribution",
+        "secondary_heating",
+        "hot_water_system",
+        "cold_water_storage",
+        "heating_system",
+        "boiler_fuel",
+        "water_heating",
+        "programmable_heating",
+        "community_heating",
+        "gas_available",
+        "heat_recovery_units",
+        "heating_improvements",
+        "electrical_wiring",
+        "consumer_unit",
+        "smoke_detection",
+        "heat_detection",
+        "carbon_monoxide_detection",
+        "fire_door_rating",
+        "fire_risk_assessment",
+        "internal_wiring",
+        "electrics",
+        "communal_heating",
+        "communal_boiler",
+        "communal_electrics",
+        "communal_fire_alarm",
+        "communal_emergency_lighting",
+        "communal_door_entry",
+        "communal_cctv",
+        "communal_bin_store",
+        "communal_bin_store_doors",
+        "communal_bin_store_walls",
+        "communal_bin_store_roof",
+        "communal_refuse_chute",
+        "communal_floor_covering",
+        "communal_kitchen",
+        "communal_bathroom",
+        "communal_toilets",
+        "communal_gates",
+        "communal_lift",
+        "communal_passenger_lift",
+        "communal_balcony_walkway",
+        "communal_entrance",
+        "communal_internal_decorations",
+        "communal_internal_floor",
+        "communal_walkways",
+        "communal_external_doors",
+        "communal_stairs",
+        "communal_aerial",
+        "communal_aov",
+        "communal_internal_doors",
+        "communal_lateral_mains",
+        "communal_lighting",
+        "communal_lighting_conductor",
+        "communal_store_roof",
+        "communal_store_walls",
+        "communal_store_doors",
+        "communal_warden_call_system",
+        "communal_bms",
+        "communal_booster_pump",
+        "communal_dry_riser",
+        "communal_wet_riser",
+        "communal_cold_water_storage",
+        "communal_sprinkler",
+        "communal_plug_sockets",
+        "communal_circulation_space",
+        "ffhh_damp",
+        "ffhh_hold_and_cold_water",
+        "ffhh_drainage_lavatories",
+        "ffhh_neglected",
+        "ffhh_natural_light",
+        "ffhh_ventilation",
+        "ffhh_food_prep_and_washup",
+        "ffhh_unsafe_layout",
+        "ffhh_unstable_building",
+        "hhsrs_damp_and_mould",
+        "hhsrs_excess_cold",
+        "hhsrs_excess_heat",
+        "hhsrs_asbestos_and_mmf",
+        "hhsrs_biocides",
+        "hhsrs_carbon_monoxide",
+        "hhsrs_lead",
+        "hhsrs_radiation",
+        "hhsrs_uncombusted_fuel_gas",
+        "hhsrs_volatile_organic_compounds",
+        "hhsrs_crowding_and_space",
+        "hhsrs_entry_by_intruders",
+        "hhsrs_lighting",
+        "hhsrs_noise",
+        "hhsrs_domestic_hygiene_pests_refuse",
+        "hhsrs_food_safety",
+        "hhsrs_personal_hygiene_sanitation",
+        "hhsrs_water_supply",
+        "hhsrs_falls_associated_with_baths",
+        "hhsrs_falls_on_level_surfaces",
+        "hhsrs_falls_on_stairs",
+        "hhsrs_falls_between_levels",
+        "hhsrs_electrical_hazards",
+        "hhsrs_fire",
+        "hhsrs_flames_hot_surfaces",
+        "hhsrs_collision_and_entrapment",
+        "hhsrs_collision_hazards_low_headroom",
+        "hhsrs_explosions",
+        "hhsrs_ergonomics",
+        "hhsrs_structural_collapse",
+        "hhsrs_amenities"
+      ]
+    },
+    "public.document_type": {
+      "name": "document_type",
+      "schema": "public",
+      "values": [
+        "EPR",
+        "Condition Report",
+        "Evidence Report",
+        "Summary Information",
+        "Floor Plan",
+        "Scenario Draft EPC",
+        "Scenario Site Notes"
+      ]
+    },
+    "public.scheme": {
+      "name": "scheme",
+      "schema": "public",
+      "values": [
+        "eco4",
+        "gbis",
+        "whlg",
+        "none"
+      ]
+    },
+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_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/0198_snapshot.json b/src/app/db/migrations/meta/0198_snapshot.json
new file mode 100644
index 0000000..c0990f4
--- /dev/null
+++ b/src/app/db/migrations/meta/0198_snapshot.json
@@ -0,0 +1,9387 @@
+{
+  "id": "2053851f-e0e0-4f3e-98d7-c29f732c0949",
+  "prevId": "294e71da-109b-495a-8b4d-5fdb27087522",
+  "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": {
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+          "notNull": true,
+          "default": "now()"
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+      "checkConstraints": {},
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+      "name": "hubspot_users",
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+          "name": "hubspot_owner_id",
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+          "name": "email",
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+    },
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+          "default": "gen_random_uuid()"
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+          "tableTo": "property",
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+          ],
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+          "onUpdate": "no action"
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+            "portfolio_id"
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "type": "boolean",
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+          "notNull": false
+        },
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+          "type": "boolean",
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+          "notNull": false
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+          "name": "mechanical_vent_duct_placement",
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+        },
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+          "type": "integer",
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+        },
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+        }
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+              "expression": "property_id",
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+              "asc": true,
+              "nulls": "last"
+            },
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+              "asc": true,
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+          "concurrently": false,
+          "method": "btree",
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+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
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+          ],
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+          "onDelete": "no action",
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+          "tableTo": "uploaded_files",
+          "columnsFrom": [
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+          "columnsTo": [
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+          ],
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+          "columns": [
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property_energy_performance": {
+      "name": "epc_property_energy_performance",
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+      "columns": {
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+          "type": "integer",
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+          "type": "integer",
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+        },
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+          "type": "integer",
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+        },
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+          "name": "heating_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
+        "lighting_cost_current": {
+          "name": "lighting_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "hot_water_cost_current",
+          "type": "real",
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+        },
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+          "name": "co2_emissions_current",
+          "type": "real",
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+          "notNull": false
+        },
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+        "garage_walls",
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+        "internal_downpipes_external_area",
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+        "external_door",
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+        "communal_entrance_door",
+        "main_door",
+        "block_entrance_door",
+        "lintel",
+        "patio_french_door",
+        "door_entry_handset",
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+        "parking_areas",
+        "boundary_walls",
+        "front_fencing",
+        "rear_fencing",
+        "side_fencing",
+        "rear_gate",
+        "front_gate",
+        "gates",
+        "retaining_walls",
+        "private_balcony",
+        "balcony_balustrade",
+        "outbuildings",
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+        "paving",
+        "roads",
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+        "solar_thermals",
+        "drop_kerb",
+        "outbuilding_overhaul",
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+        "access_ramp",
+        "kitchen",
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+        "tenant_installed_kitchen",
+        "kitchen_extractor_fan",
+        "bathroom",
+        "secondary_bathroom",
+        "secondary_toilet",
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+        "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"
+      ]
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+      "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": [
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+        "gbis",
+        "whlg",
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+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
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+    },
+    "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"
+      ]
+    },
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+      "schema": "public",
+      "values": [
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+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor"
+      ]
+    },
+    "public.file_type": {
+      "name": "file_type",
+      "schema": "public",
+      "values": [
+        "photo_pack",
+        "site_note",
+        "rd_sap_site_note",
+        "pas_2023_ventilation",
+        "pas_2023_condition",
+        "pas_significance",
+        "par_photo_pack",
+        "pas_2023_property",
+        "pas_2023_occupancy",
+        "ecmk_site_note",
+        "ecmk_rd_sap_site_note",
+        "ecmk_survey_xml",
+        "pre_photo",
+        "mid_photo",
+        "post_photo",
+        "loft_hatch_photo",
+        "dmev_photos",
+        "door_undercut_photos",
+        "trickle_vent_photos",
+        "pre_installation_building_inspection",
+        "point_of_work_risk_assessment",
+        "claim_of_compliance",
+        "mcs_compliance_certificate",
+        "certificate_of_conformity",
+        "minor_works_electrical_certificate",
+        "trustmark_licence_numbers",
+        "operative_competency",
+        "ventilation_assessment_checklist",
+        "anemometer_readings",
+        "commissioning_records",
+        "part_f_ventilation_document",
+        "handover_pack",
+        "insurance_guarantee",
+        "workmanship_warranty",
+        "g98_notification",
+        "installer_qualifications",
+        "installer_feedback",
+        "contractor_other"
+      ]
+    },
+    "public.user_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/0199_snapshot.json b/src/app/db/migrations/meta/0199_snapshot.json
new file mode 100644
index 0000000..2bca5c9
--- /dev/null
+++ b/src/app/db/migrations/meta/0199_snapshot.json
@@ -0,0 +1,9389 @@
+{
+  "id": "95da2046-f210-4577-a426-073c8a7abf94",
+  "prevId": "2053851f-e0e0-4f3e-98d7-c29f732c0949",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "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",
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+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
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+          "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",
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+        },
+        "group_id": {
+          "name": "group_id",
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+        },
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+          "name": "created_at",
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+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
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+      "uniqueConstraints": {},
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
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+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
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+          "name": "deal_id",
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+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
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+        },
+        "dealstage": {
+          "name": "dealstage",
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+        },
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+          "name": "company_id",
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+        },
+        "project_code": {
+          "name": "project_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "text",
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+          "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",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordination_status": {
+          "name": "coordination_status",
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+        },
+        "design_status": {
+          "name": "design_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pashub_link": {
+          "name": "pashub_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sharepoint_link": {
+          "name": "sharepoint_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dampmould_growth": {
+          "name": "dampmould_growth",
+          "type": "text",
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+          "notNull": false
+        },
+        "pre_sap": {
+          "name": "pre_sap",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordinator": {
+          "name": "coordinator",
+          "type": "text",
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+          "notNull": false
+        },
+        "mtp_completion_date": {
+          "name": "mtp_completion_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mtp_re_model_completion_date": {
+          "name": "mtp_re_model_completion_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ioe_v3_completion_date": {
+          "name": "ioe_v3_completion_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "proposed_measures": {
+          "name": "proposed_measures",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "approved_package": {
+          "name": "approved_package",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "designer": {
+          "name": "designer",
+          "type": "text",
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+        },
+        "design_type": {
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+          "type": "text",
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+        },
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+          "name": "design_completion_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "actual_measures_installed": {
+          "name": "actual_measures_installed",
+          "type": "text",
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+          "notNull": false
+        },
+        "installer": {
+          "name": "installer",
+          "type": "text",
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+          "notNull": false
+        },
+        "installer_handover": {
+          "name": "installer_handover",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_status": {
+          "name": "lodgement_status",
+          "type": "text",
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+        },
+        "measures_lodgement_date": {
+          "name": "measures_lodgement_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "lodgement_date": {
+          "name": "lodgement_date",
+          "type": "timestamp (6) with time zone",
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+        },
+        "expected_commencement_date": {
+          "name": "expected_commencement_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "coordination_comments": {
+          "name": "coordination_comments",
+          "type": "text",
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+        },
+        "surveyor": {
+          "name": "surveyor",
+          "type": "text",
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+          "notNull": false
+        },
+        "damp_mould_and_repairs_comments": {
+          "name": "damp_mould_and_repairs_comments",
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+          "notNull": false
+        },
+        "batch": {
+          "name": "batch",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "block_reference": {
+          "name": "block_reference",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_prn": {
+          "name": "epc_prn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "potential_post_sap_score_dropdown": {
+          "name": "potential_post_sap_score_dropdown",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ei_score": {
+          "name": "ei_score",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ei_score__potential_": {
+          "name": "ei_score__potential_",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_sap_score": {
+          "name": "epc_sap_score",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "epc_sap_score__potential_": {
+          "name": "epc_sap_score__potential_",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "confirmed_survey_date": {
+          "name": "confirmed_survey_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "confirmed_survey_time": {
+          "name": "confirmed_survey_time",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "surveyed_date": {
+          "name": "surveyed_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "survey_type": {
+          "name": "survey_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "measures_for_pibi_ordered": {
+          "name": "measures_for_pibi_ordered",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pibi_order_date": {
+          "name": "pibi_order_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pibi_completed_date": {
+          "name": "pibi_completed_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "property_halted_date": {
+          "name": "property_halted_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "property_halted_reason": {
+          "name": "property_halted_reason",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "technical_approved_measures_for_install": {
+          "name": "technical_approved_measures_for_install",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sent_to_installer_for_pricing": {
+          "name": "sent_to_installer_for_pricing",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "domna_survey_required": {
+          "name": "domna_survey_required",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "domna_survey_type": {
+          "name": "domna_survey_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "domna_survey_date": {
+          "name": "domna_survey_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
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+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_users": {
+      "name": "hubspot_users",
+      "schema": "",
+      "columns": {
+        "hubspot_owner_id": {
+          "name": "hubspot_owner_id",
+          "type": "text",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "first_name": {
+          "name": "first_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "last_name": {
+          "name": "last_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "email": {
+          "name": "email",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_status_tracker": {
+      "name": "property_status_tracker",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
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+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
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+          "name": "property_status_tracker_property_id_property_id_fk",
+          "tableFrom": "property_status_tracker",
+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "cascade",
+          "onUpdate": "no action"
+        },
+        "property_status_tracker_portfolio_id_portfolio_id_fk": {
+          "name": "property_status_tracker_portfolio_id_portfolio_id_fk",
+          "tableFrom": "property_status_tracker",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "cascade",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.energy_assessments": {
+      "name": "energy_assessments",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "uprn_source": {
+          "name": "uprn_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "building_reference_number": {
+          "name": "building_reference_number",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_efficiency": {
+          "name": "current_energy_efficiency",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "current_energy_rating": {
+          "name": "current_energy_rating",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address1": {
+          "name": "address1",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address2": {
+          "name": "address2",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address3": {
+          "name": "address3",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "posttown": {
+          "name": "posttown",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address": {
+          "name": "address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "county": {
+          "name": "county",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "constituency": {
+          "name": "constituency",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "constituency_label": {
+          "name": "constituency_label",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "low_energy_fixed_light_count": {
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+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "non_intrusive_survey_notes_survey_id_non_intrusive_survey_id_fk": {
+          "name": "non_intrusive_survey_notes_survey_id_non_intrusive_survey_id_fk",
+          "tableFrom": "non_intrusive_survey_notes",
+          "tableTo": "non_intrusive_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property": {
+      "name": "property",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "creation_status": {
+          "name": "creation_status",
+          "type": "creation_status",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "building_reference_number": {
+          "name": "building_reference_number",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "status": {
+          "name": "status",
+          "type": "status",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "address": {
+          "name": "address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_address": {
+          "name": "user_inputted_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_postcode": {
+          "name": "user_inputted_postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lexiscore": {
+          "name": "lexiscore",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_pre_condition_report": {
+          "name": "has_pre_condition_report",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_recommendations": {
+          "name": "has_recommendations",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "built_form": {
+          "name": "built_form",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "local_authority": {
+          "name": "local_authority",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
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+          "name": "number_of_rooms",
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+          "notNull": false
+        },
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+          "name": "year_built",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "tenure": {
+          "name": "tenure",
+          "type": "text",
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+          "notNull": false
+        },
+        "current_epc_rating": {
+          "name": "current_epc_rating",
+          "type": "epc",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_sap_points": {
+          "name": "current_sap_points",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_valuation": {
+          "name": "current_valuation",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_sap_point_adjustment": {
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+          "type": "real",
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+          "notNull": false
+        },
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+          "notNull": false,
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+          "notNull": false
+        },
+        "lodged_sap_points": {
+          "name": "lodged_sap_points",
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+          "notNull": false
+        },
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+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
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+        "uq_property_portfolio_uprn": {
+          "name": "uq_property_portfolio_uprn",
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+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
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+              "expression": "uprn",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
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+          "isUnique": true,
+          "where": "\"property\".\"uprn\" IS NOT NULL",
+          "concurrently": false,
+          "method": "btree",
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+            "portfolio_id"
+          ],
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+      },
+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
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+          "type": "bigserial",
+          "primaryKey": true,
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+        },
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+          "name": "lodgement_date",
+          "type": "timestamp",
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+        },
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+          "name": "is_expired",
+          "type": "boolean",
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+          "notNull": false
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+          "type": "real",
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+          "type": "smallint",
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+        },
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+          "name": "floor_rating",
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+          "name": "windows",
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+          "name": "heating",
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+        },
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+          "name": "lighting",
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+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "mainfuel",
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+          "notNull": false
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+        },
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+        },
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+          "notNull": false
+        },
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+          "type": "real",
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+          "notNull": false
+        },
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+        },
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+          "type": "boolean",
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+          "notNull": false
+        },
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "number_of_open_fireplaces",
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+          "notNull": false
+        },
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+        },
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+          "notNull": false
+        },
+        "mains_gas": {
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+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "energy_tariff",
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+          "notNull": false
+        },
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+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "co2_emissions",
+          "type": "real",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "current_energy_demand_heating_hotwater": {
+          "name": "current_energy_demand_heating_hotwater",
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+          "notNull": false
+        },
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+          "name": "estimated",
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+          "default": false
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "heating_cost_current",
+          "type": "real",
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+          "notNull": false
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+        "hot_water_cost_current": {
+          "name": "hot_water_cost_current",
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+        },
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+          "name": "lighting_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
+        "appliances_cost_current": {
+          "name": "appliances_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
+        "gas_standing_charge": {
+          "name": "gas_standing_charge",
+          "type": "real",
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+          "notNull": false
+        },
+        "electricity_standing_charge": {
+          "name": "electricity_standing_charge",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "original_co2_emissions",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+          "notNull": false
+        },
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+          "name": "installed_measures_energy_demand_adjustment",
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+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false,
+          "default": false
+        },
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+          "name": "lodged_co2_emissions",
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+          "notNull": false
+        },
+        "lodged_heat_demand": {
+          "name": "lodged_heat_demand",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "has_been_remodelled",
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+          "notNull": false,
+          "default": false
+        },
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+          "name": "environment_impact_current",
+          "type": "real",
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+          "notNull": false
+        }
+      },
+      "indexes": {
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+              "asc": true,
+              "nulls": "last"
+            },
+            {
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+          "method": "btree",
+          "with": {}
+        }
+      },
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+          "tableTo": "property",
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+            "property_id"
+          ],
+          "columnsTo": [
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+        },
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+          "tableFrom": "property_details_epc",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
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+            "id"
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+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_meter": {
+      "name": "property_details_meter",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_supplier": {
+          "name": "energy_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "gas_supplier": {
+          "name": "gas_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_total": {
+          "name": "meter_reading_total",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_electricity": {
+          "name": "meter_reading_electricity",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_gas": {
+          "name": "meter_reading_gas",
+          "type": "real",
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+          "notNull": false
+        }
+      },
+      "indexes": {},
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+    },
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+      "name": "property_details_spatial",
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+          "type": "bigserial",
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+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
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+          "notNull": false
+        },
+        "x_coordinate": {
+          "name": "x_coordinate",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "y_coordinate": {
+          "name": "y_coordinate",
+          "type": "real",
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+          "notNull": false
+        },
+        "latitude": {
+          "name": "latitude",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "longitude": {
+          "name": "longitude",
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+        "solid_floor_insulation",
+        "suspended_floor_insulation",
+        "double_glazing",
+        "secondary_glazing",
+        "draught_proofing",
+        "mechanical_ventilation",
+        "low_energy_lighting",
+        "solar_pv",
+        "hot_water_tank_insulation",
+        "sealing_open_fireplace"
+      ]
+    },
+    "public.plan_type": {
+      "name": "plan_type",
+      "schema": "public",
+      "values": [
+        "solar_eco4",
+        "solar_hhrsh_eco4",
+        "empty_cavity_eco",
+        "partial_cavity_eco",
+        "extraction_eco"
+      ]
+    },
+    "public.unit_quantity": {
+      "name": "unit_quantity",
+      "schema": "public",
+      "values": [
+        "m2",
+        "part",
+        "kwp"
+      ]
+    },
+    "public.scenario_type": {
+      "name": "scenario_type",
+      "schema": "public",
+      "values": [
+        "unit",
+        "building"
+      ]
+    },
+    "public.source": {
+      "name": "source",
+      "schema": "public",
+      "values": [
+        "portfolio_id"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor",
+        "magic_plan"
+      ]
+    },
+    "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"
+      ]
+    },
+    "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/0200_snapshot.json b/src/app/db/migrations/meta/0200_snapshot.json
new file mode 100644
index 0000000..0064729
--- /dev/null
+++ b/src/app/db/migrations/meta/0200_snapshot.json
@@ -0,0 +1,9397 @@
+{
+  "id": "d543d5d3-552a-478c-8cb7-44a9565507e4",
+  "prevId": "95da2046-f210-4577-a426-073c8a7abf94",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_type": {
+          "name": "element_type",
+          "type": "element_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_instance": {
+          "name": "element_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "group_id": {
+          "name": "group_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "deal_id": {
+          "name": "deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "project_code": {
+          "name": "project_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome": {
+          "name": "outcome",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome_notes": {
+          "name": "outcome_notes",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_description": {
+          "name": "major_condition_issue_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_photos": {
+          "name": "major_condition_issue_photos",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_evidence_s3_url": {
+          "name": "major_condition_issue_evidence_s3_url",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordination_status": {
+          "name": "coordination_status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "design_status": {
+          "name": "design_status",
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+          "notNull": true
+        },
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+          "name": "floor_insulation",
+          "type": "integer",
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+          "name": "floor_construction",
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+            "epc_building_part_id"
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+    },
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+        },
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+          "type": "text",
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+        },
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+          "notNull": false
+        },
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+          "name": "main_heating_index_number",
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+          "notNull": false
+        },
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+          "name": "sap_main_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_number": {
+          "name": "main_heating_number",
+          "type": "integer",
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+        },
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+          "name": "main_heating_category",
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+        },
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+        },
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+        },
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+          "name": "condensing",
+          "type": "boolean",
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+          "notNull": false
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+          "name": "weather_compensator",
+          "type": "boolean",
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+            "epc_property_id"
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        "block_entrance_door",
+        "lintel",
+        "patio_french_door",
+        "door_entry_handset",
+        "paths_and_hardstandings",
+        "parking_areas",
+        "boundary_walls",
+        "front_fencing",
+        "rear_fencing",
+        "side_fencing",
+        "rear_gate",
+        "front_gate",
+        "gates",
+        "retaining_walls",
+        "private_balcony",
+        "balcony_balustrade",
+        "outbuildings",
+        "garage_structure",
+        "paving",
+        "roads",
+        "soil_and_vent",
+        "solar_thermals",
+        "drop_kerb",
+        "outbuilding_overhaul",
+        "external_structural_defects",
+        "access_ramp",
+        "kitchen",
+        "kitchen_space_layout",
+        "tenant_installed_kitchen",
+        "kitchen_extractor_fan",
+        "bathroom",
+        "secondary_bathroom",
+        "secondary_toilet",
+        "bathroom_extractor_fan",
+        "additional_wc_or_whb",
+        "bathroom_remaining_life_source",
+        "kitchen_remaining_life_source",
+        "central_heating",
+        "heating_boiler",
+        "heating_distribution",
+        "secondary_heating",
+        "hot_water_system",
+        "cold_water_storage",
+        "heating_system",
+        "boiler_fuel",
+        "water_heating",
+        "programmable_heating",
+        "community_heating",
+        "gas_available",
+        "heat_recovery_units",
+        "heating_improvements",
+        "electrical_wiring",
+        "consumer_unit",
+        "smoke_detection",
+        "heat_detection",
+        "carbon_monoxide_detection",
+        "fire_door_rating",
+        "fire_risk_assessment",
+        "internal_wiring",
+        "electrics",
+        "communal_heating",
+        "communal_boiler",
+        "communal_electrics",
+        "communal_fire_alarm",
+        "communal_emergency_lighting",
+        "communal_door_entry",
+        "communal_cctv",
+        "communal_bin_store",
+        "communal_bin_store_doors",
+        "communal_bin_store_walls",
+        "communal_bin_store_roof",
+        "communal_refuse_chute",
+        "communal_floor_covering",
+        "communal_kitchen",
+        "communal_bathroom",
+        "communal_toilets",
+        "communal_gates",
+        "communal_lift",
+        "communal_passenger_lift",
+        "communal_balcony_walkway",
+        "communal_entrance",
+        "communal_internal_decorations",
+        "communal_internal_floor",
+        "communal_walkways",
+        "communal_external_doors",
+        "communal_stairs",
+        "communal_aerial",
+        "communal_aov",
+        "communal_internal_doors",
+        "communal_lateral_mains",
+        "communal_lighting",
+        "communal_lighting_conductor",
+        "communal_store_roof",
+        "communal_store_walls",
+        "communal_store_doors",
+        "communal_warden_call_system",
+        "communal_bms",
+        "communal_booster_pump",
+        "communal_dry_riser",
+        "communal_wet_riser",
+        "communal_cold_water_storage",
+        "communal_sprinkler",
+        "communal_plug_sockets",
+        "communal_circulation_space",
+        "ffhh_damp",
+        "ffhh_hold_and_cold_water",
+        "ffhh_drainage_lavatories",
+        "ffhh_neglected",
+        "ffhh_natural_light",
+        "ffhh_ventilation",
+        "ffhh_food_prep_and_washup",
+        "ffhh_unsafe_layout",
+        "ffhh_unstable_building",
+        "hhsrs_damp_and_mould",
+        "hhsrs_excess_cold",
+        "hhsrs_excess_heat",
+        "hhsrs_asbestos_and_mmf",
+        "hhsrs_biocides",
+        "hhsrs_carbon_monoxide",
+        "hhsrs_lead",
+        "hhsrs_radiation",
+        "hhsrs_uncombusted_fuel_gas",
+        "hhsrs_volatile_organic_compounds",
+        "hhsrs_crowding_and_space",
+        "hhsrs_entry_by_intruders",
+        "hhsrs_lighting",
+        "hhsrs_noise",
+        "hhsrs_domestic_hygiene_pests_refuse",
+        "hhsrs_food_safety",
+        "hhsrs_personal_hygiene_sanitation",
+        "hhsrs_water_supply",
+        "hhsrs_falls_associated_with_baths",
+        "hhsrs_falls_on_level_surfaces",
+        "hhsrs_falls_on_stairs",
+        "hhsrs_falls_between_levels",
+        "hhsrs_electrical_hazards",
+        "hhsrs_fire",
+        "hhsrs_flames_hot_surfaces",
+        "hhsrs_collision_and_entrapment",
+        "hhsrs_collision_hazards_low_headroom",
+        "hhsrs_explosions",
+        "hhsrs_ergonomics",
+        "hhsrs_structural_collapse",
+        "hhsrs_amenities"
+      ]
+    },
+    "public.document_type": {
+      "name": "document_type",
+      "schema": "public",
+      "values": [
+        "EPR",
+        "Condition Report",
+        "Evidence Report",
+        "Summary Information",
+        "Floor Plan",
+        "Scenario Draft EPC",
+        "Scenario Site Notes"
+      ]
+    },
+    "public.scheme": {
+      "name": "scheme",
+      "schema": "public",
+      "values": [
+        "eco4",
+        "gbis",
+        "whlg",
+        "none"
+      ]
+    },
+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "public.file_source": {
+      "name": "file_source",
+      "schema": "public",
+      "values": [
+        "pas hub",
+        "sharepoint",
+        "hubspot",
+        "ecmk",
+        "contractor",
+        "magic_plan"
+      ]
+    },
+    "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"
+      ]
+    },
+    "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/0201_snapshot.json b/src/app/db/migrations/meta/0201_snapshot.json
new file mode 100644
index 0000000..9885fab
--- /dev/null
+++ b/src/app/db/migrations/meta/0201_snapshot.json
@@ -0,0 +1,9398 @@
+{
+  "id": "99408543-6a80-43d5-9f1e-d377bf6b19d2",
+  "prevId": "d543d5d3-552a-478c-8cb7-44a9565507e4",
+  "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,
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+        },
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+          "type": "text",
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+        },
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+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "postcode",
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+          "name": "region_code",
+          "type": "text",
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+        },
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+          "name": "country_code",
+          "type": "text",
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+        "language_code": {
+          "name": "language_code",
+          "type": "text",
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+        },
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+          "name": "dwelling_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "tenure",
+          "type": "text",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "hydro",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "type": "boolean",
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+        },
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+        },
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+        },
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+          "notNull": true
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+        },
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+          "type": "text",
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+        },
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+          "notNull": false
+        },
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+          "type": "text",
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "ventilation_in_pcdf_database",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "mechanical_vent_duct_type",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "mechanical_vent_duct_placement",
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+        },
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+          "name": "mechanical_vent_duct_insulation",
+          "type": "integer",
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+        },
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+          "name": "mechanical_ventilation_index_number",
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+          "notNull": false
+        },
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+          "type": "text",
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+        }
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+              "asc": true,
+              "nulls": "last"
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+              "asc": true,
+              "nulls": "last"
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+          "concurrently": false,
+          "method": "btree",
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+        }
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+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
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+          "onDelete": "no action",
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+          "tableTo": "portfolio",
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+          ],
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+          "tableFrom": "epc_property",
+          "tableTo": "uploaded_files",
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+            "uploaded_file_id"
+          ],
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+          "onDelete": "no action",
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+          "columns": [
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "notNull": true
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+        },
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+          "type": "integer",
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+          "type": "integer",
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "heating_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "lighting_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "hot_water_cost_current",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "co2_emissions_current",
+          "type": "real",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "current_energy_efficiency_band",
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+        "parking_areas",
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+        "outbuildings",
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+        "roads",
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+        "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"
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+      "schema": "public",
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+        "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",
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+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
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+    "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"
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+      "schema": "public",
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+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "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"
+      ]
+    },
+    "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/0202_snapshot.json b/src/app/db/migrations/meta/0202_snapshot.json
new file mode 100644
index 0000000..bec5c2d
--- /dev/null
+++ b/src/app/db/migrations/meta/0202_snapshot.json
@@ -0,0 +1,9425 @@
+{
+  "id": "bfe18862-7c41-481b-b1c2-773f861733a2",
+  "prevId": "99408543-6a80-43d5-9f1e-d377bf6b19d2",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
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+        }
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+      "foreignKeys": {
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+          "name": "aspect_condition_element_id_element_id_fk",
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+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
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+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "element_type",
+          "type": "element_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_instance": {
+          "name": "element_instance",
+          "type": "integer",
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+          "notNull": true
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+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
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+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
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+          "notNull": true
+        },
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+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
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+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
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+        "company_name": {
+          "name": "company_name",
+          "type": "text",
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+          "default": "now()"
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        },
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+          "name": "project_code",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
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+        },
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+          "name": "listing_id",
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+          "name": "uprn",
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+        },
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+          "name": "outcome_notes",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "primaryKey": false,
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+        },
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+          "notNull": false
+        },
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+        },
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+          "type": "text",
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+        },
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+          "name": "sharepoint_link",
+          "type": "text",
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+        },
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+          "name": "dampmould_growth",
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+          "name": "pre_sap",
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+          "name": "coordinator",
+          "type": "text",
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+        },
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+        },
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+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "actual_measures_installed": {
+          "name": "actual_measures_installed",
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+        },
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+        },
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+          "name": "block_reference",
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "type": "text",
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+        },
+        "measures_for_pibi_ordered": {
+          "name": "measures_for_pibi_ordered",
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+          "notNull": false
+        },
+        "pibi_order_date": {
+          "name": "pibi_order_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "pibi_completed_date": {
+          "name": "pibi_completed_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "property_halted_date": {
+          "name": "property_halted_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "property_halted_reason": {
+          "name": "property_halted_reason",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "technical_approved_measures_for_install": {
+          "name": "technical_approved_measures_for_install",
+          "type": "text",
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+          "notNull": false
+        },
+        "sent_to_installer_for_pricing": {
+          "name": "sent_to_installer_for_pricing",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "domna_survey_required": {
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+          "type": "boolean",
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+        },
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+          "name": "domna_survey_type",
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+        },
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+          "type": "timestamp (6) with time zone",
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+        },
+        "created_at": {
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+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
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+          "primaryKey": false,
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+          "default": "now()"
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+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_users": {
+      "name": "hubspot_users",
+      "schema": "",
+      "columns": {
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+          "name": "hubspot_owner_id",
+          "type": "text",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "first_name",
+          "type": "text",
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+        },
+        "last_name": {
+          "name": "last_name",
+          "type": "text",
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+          "notNull": false
+        },
+        "email": {
+          "name": "email",
+          "type": "text",
+          "primaryKey": false,
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+        },
+        "updated_at": {
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "columns": {
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+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        },
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+          "default": "now()"
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+          "default": "now()"
+        }
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+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "cascade",
+          "onUpdate": "no action"
+        },
+        "property_status_tracker_portfolio_id_portfolio_id_fk": {
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+          "tableFrom": "property_status_tracker",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+      },
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+      "checkConstraints": {},
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+    },
+    "public.energy_assessments": {
+      "name": "energy_assessments",
+      "schema": "",
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+          "name": "id",
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+        },
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+          "type": "text",
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+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "building_reference_number": {
+          "name": "building_reference_number",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_efficiency": {
+          "name": "current_energy_efficiency",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "current_energy_rating": {
+          "name": "current_energy_rating",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address1": {
+          "name": "address1",
+          "type": "text",
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+        },
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+          "name": "address2",
+          "type": "text",
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+        },
+        "address3": {
+          "name": "address3",
+          "type": "text",
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+          "notNull": false
+        },
+        "posttown": {
+          "name": "posttown",
+          "type": "text",
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+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "address": {
+          "name": "address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "county": {
+          "name": "county",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "constituency": {
+          "name": "constituency",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "constituency_label": {
+          "name": "constituency_label",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "low_energy_fixed_light_count": {
+          "name": "low_energy_fixed_light_count",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "construction_age_band": {
+          "name": "construction_age_band",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "mainheat_energy_eff": {
+          "name": "mainheat_energy_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "windows_env_eff": {
+          "name": "windows_env_eff",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "lighting_energy_eff": {
+          "name": "lighting_energy_eff",
+          "type": "text",
+          "primaryKey": false,
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+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "title",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "note": {
+          "name": "note",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "non_intrusive_survey_notes_survey_id_non_intrusive_survey_id_fk": {
+          "name": "non_intrusive_survey_notes_survey_id_non_intrusive_survey_id_fk",
+          "tableFrom": "non_intrusive_survey_notes",
+          "tableTo": "non_intrusive_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property": {
+      "name": "property",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "type": "creation_status",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
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+          "notNull": false
+        },
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+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "building_reference_number",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "status": {
+          "name": "status",
+          "type": "status",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "address": {
+          "name": "address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_address": {
+          "name": "user_inputted_address",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "user_inputted_postcode": {
+          "name": "user_inputted_postcode",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "lexiscore": {
+          "name": "lexiscore",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_pre_condition_report": {
+          "name": "has_pre_condition_report",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "has_recommendations": {
+          "name": "has_recommendations",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "property_type": {
+          "name": "property_type",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "built_form": {
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+          "notNull": false
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+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "current_sap_points",
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+          "notNull": false
+        },
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+          "name": "current_valuation",
+          "type": "real",
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+          "notNull": false
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+        }
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+        "uq_property_portfolio_uprn": {
+          "name": "uq_property_portfolio_uprn",
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+              "expression": "portfolio_id",
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+              "asc": true,
+              "nulls": "last"
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+              "expression": "uprn",
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+              "asc": true,
+              "nulls": "last"
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+          "where": "\"property\".\"uprn\" IS NOT NULL",
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+          "method": "btree",
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+      "isRLSEnabled": false
+    },
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+        },
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+          "name": "lodgement_date",
+          "type": "timestamp",
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+          "name": "is_expired",
+          "type": "boolean",
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+          "type": "smallint",
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "type": "real",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+        },
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+          "type": "boolean",
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+        },
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+        },
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+        },
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+          "name": "co2_emissions",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+          "name": "heating_cost_current",
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+          "name": "hot_water_cost_current",
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+          "notNull": false
+        },
+        "appliances_cost_current": {
+          "name": "appliances_cost_current",
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+          "notNull": false
+        },
+        "gas_standing_charge": {
+          "name": "gas_standing_charge",
+          "type": "real",
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+        },
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+          "name": "electricity_standing_charge",
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+        },
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+        },
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+        },
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+          "notNull": false,
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+        },
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+        },
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+          "name": "has_been_remodelled",
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+          "notNull": false,
+          "default": false
+        },
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+          "notNull": false
+        }
+      },
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+          "method": "btree",
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+        }
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+          "tableTo": "portfolio",
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+            "portfolio_id"
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+            "id"
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+        }
+      },
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_meter": {
+      "name": "property_details_meter",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_supplier": {
+          "name": "energy_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "gas_supplier": {
+          "name": "gas_supplier",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "meter_reading_total": {
+          "name": "meter_reading_total",
+          "type": "real",
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+        },
+        "meter_reading_electricity": {
+          "name": "meter_reading_electricity",
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+          "notNull": false
+        },
+        "meter_reading_gas": {
+          "name": "meter_reading_gas",
+          "type": "real",
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+          "notNull": false
+        }
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+        },
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+          "name": "uprn",
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+          "notNull": false
+        },
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+          "name": "x_coordinate",
+          "type": "real",
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+          "notNull": false
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+        "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"
+      ]
+    },
+    "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"
+      ]
+    },
+    "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/0203_snapshot.json b/src/app/db/migrations/meta/0203_snapshot.json
new file mode 100644
index 0000000..da5216c
--- /dev/null
+++ b/src/app/db/migrations/meta/0203_snapshot.json
@@ -0,0 +1,9428 @@
+{
+  "id": "747b070d-3fb6-4f16-b70d-3d04e3a980fb",
+  "prevId": "bfe18862-7c41-481b-b1c2-773f861733a2",
+  "version": "7",
+  "dialect": "postgresql",
+  "tables": {
+    "public.postcode_search": {
+      "name": "postcode_search",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "serial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "result_data": {
+          "name": "result_data",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "last_updated_at": {
+          "name": "last_updated_at",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "postcode_search_postcode_unique": {
+          "name": "postcode_search_postcode_unique",
+          "nullsNotDistinct": false,
+          "columns": [
+            "postcode"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approval_events": {
+      "name": "deal_measure_approval_events",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "action": {
+          "name": "action",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_by": {
+          "name": "acted_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "acted_at": {
+          "name": "acted_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_events_deal_id": {
+          "name": "idx_deal_measure_events_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        },
+        "idx_deal_measure_events_acted_at": {
+          "name": "idx_deal_measure_events_acted_at",
+          "columns": [
+            {
+              "expression": "acted_at",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approval_events_acted_by_user_id_fk": {
+          "name": "deal_measure_approval_events_acted_by_user_id_fk",
+          "tableFrom": "deal_measure_approval_events",
+          "tableTo": "user",
+          "columnsFrom": [
+            "acted_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.deal_measure_approvals": {
+      "name": "deal_measure_approvals",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "hubspot_deal_id": {
+          "name": "hubspot_deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measure_name": {
+          "name": "measure_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "is_approved": {
+          "name": "is_approved",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true,
+          "default": true
+        },
+        "approved_by": {
+          "name": "approved_by",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "approved_at": {
+          "name": "approved_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {
+        "idx_deal_measure_approvals_deal_id": {
+          "name": "idx_deal_measure_approvals_deal_id",
+          "columns": [
+            {
+              "expression": "hubspot_deal_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": false,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "deal_measure_approvals_approved_by_user_id_fk": {
+          "name": "deal_measure_approvals_approved_by_user_id_fk",
+          "tableFrom": "deal_measure_approvals",
+          "tableTo": "user",
+          "columnsFrom": [
+            "approved_by"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {
+        "uq_deal_measure": {
+          "name": "uq_deal_measure",
+          "nullsNotDistinct": false,
+          "columns": [
+            "hubspot_deal_id",
+            "measure_name"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.bulk_address_uploads": {
+      "name": "bulk_address_uploads",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_bucket": {
+          "name": "s3_bucket",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "s3_key": {
+          "name": "s3_key",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "filename": {
+          "name": "filename",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
+        },
+        "source_headers": {
+          "name": "source_headers",
+          "type": "text[]",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'{}'"
+        },
+        "column_mapping": {
+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "combined_output_s3_uri": {
+          "name": "combined_output_s3_uri",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "element_id": {
+          "name": "element_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_type": {
+          "name": "aspect_type",
+          "type": "aspect_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "aspect_instance": {
+          "name": "aspect_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "value": {
+          "name": "value",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "install_date": {
+          "name": "install_date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "comments": {
+          "name": "comments",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "name": "aspect_condition_element_id_element_id_fk",
+          "tableFrom": "aspect_condition",
+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.element": {
+      "name": "element",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_type": {
+          "name": "element_type",
+          "type": "element_type",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "element_instance": {
+          "name": "element_instance",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "element_survey_id_property_condition_survey_id_fk": {
+          "name": "element_survey_id_property_condition_survey_id_fk",
+          "tableFrom": "element",
+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
+      "name": "property_condition_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_company_data": {
+      "name": "hubspot_company_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "group_id": {
+          "name": "group_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "deal_id": {
+          "name": "deal_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "company_id": {
+          "name": "company_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "project_code": {
+          "name": "project_code",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome": {
+          "name": "outcome",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "outcome_notes": {
+          "name": "outcome_notes",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_description": {
+          "name": "major_condition_issue_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "major_condition_issue_photos": {
+          "name": "major_condition_issue_photos",
+          "type": "text",
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+          "notNull": false
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+          "notNull": true
+        },
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+          "tableFrom": "epc_flat_details",
+          "tableTo": "epc_property",
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+            "epc_property_id"
+          ],
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+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
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+      "uniqueConstraints": {
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+          "name": "epc_flat_details_epc_property_id_unique",
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+          "columns": [
+            "epc_property_id"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "notNull": true
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+          "notNull": true
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+          "notNull": true
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+          "type": "real",
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+        },
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+          "name": "heat_loss_perimeter_m",
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+          "notNull": true
+        },
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+          "name": "floor_insulation",
+          "type": "integer",
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+        },
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+          "name": "floor_construction",
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+        }
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+          "tableFrom": "epc_floor_dimension",
+          "tableTo": "epc_building_part",
+          "columnsFrom": [
+            "epc_building_part_id"
+          ],
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+            "id"
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_main_heating_detail": {
+      "name": "epc_main_heating_detail",
+      "schema": "",
+      "columns": {
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+          "type": "bigserial",
+          "primaryKey": true,
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+        },
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+          "name": "has_fghrs",
+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "main_fuel_type",
+          "type": "text",
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+          "notNull": true
+        },
+        "heat_emitter_type": {
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+          "type": "text",
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+        },
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+          "name": "emitter_temperature",
+          "type": "text",
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+          "notNull": true
+        },
+        "main_heating_control": {
+          "name": "main_heating_control",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "fan_flue_present": {
+          "name": "fan_flue_present",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "boiler_flue_type": {
+          "name": "boiler_flue_type",
+          "type": "integer",
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+        },
+        "boiler_ignition_type": {
+          "name": "boiler_ignition_type",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "central_heating_pump_age_str",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_index_number": {
+          "name": "main_heating_index_number",
+          "type": "integer",
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+          "notNull": false
+        },
+        "sap_main_heating_code": {
+          "name": "sap_main_heating_code",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_number": {
+          "name": "main_heating_number",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_category": {
+          "name": "main_heating_category",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_fraction": {
+          "name": "main_heating_fraction",
+          "type": "integer",
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+          "notNull": false
+        },
+        "main_heating_data_source": {
+          "name": "main_heating_data_source",
+          "type": "integer",
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+          "notNull": false
+        },
+        "condensing": {
+          "name": "condensing",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "weather_compensator": {
+          "name": "weather_compensator",
+          "type": "boolean",
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+          "notNull": false
+        }
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+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
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+          "onUpdate": "no action"
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "type": "bigserial",
+          "primaryKey": true,
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+        },
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+        },
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+          "name": "uprn",
+          "type": "bigint",
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+        },
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+          "name": "report_reference",
+          "type": "text",
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+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "assessment_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "status",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": true
+        },
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+          "type": "text",
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+        },
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+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "postcode",
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+          "notNull": true
+        },
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+          "name": "region_code",
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+        },
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+          "type": "text",
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+        },
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+          "name": "language_code",
+          "type": "text",
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+          "notNull": false
+        },
+        "dwelling_type": {
+          "name": "dwelling_type",
+          "type": "text",
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+        },
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+          "type": "text",
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+        },
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+          "notNull": false
+        },
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+        },
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+        },
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+          "type": "timestamp",
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+          "notNull": true
+        },
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+          "name": "completion_date",
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+        },
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+          "name": "registration_date",
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+        },
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+        },
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+        },
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+          "type": "boolean",
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+        },
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+          "notNull": true
+        },
+        "has_fixed_air_conditioning": {
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "has_conservatory",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "has_heated_separate_conservatory": {
+          "name": "has_heated_separate_conservatory",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "conservatory_type": {
+          "name": "conservatory_type",
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+        },
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+          "name": "door_count",
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+          "notNull": true
+        },
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+          "name": "wet_rooms_count",
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+          "notNull": true
+        },
+        "extensions_count": {
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+          "notNull": true
+        },
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+        },
+        "open_chimneys_count": {
+          "name": "open_chimneys_count",
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+        },
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+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_solar_transmittance": {
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "type": "text",
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+          "notNull": true
+        },
+        "energy_pv_battery_count": {
+          "name": "energy_pv_battery_count",
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+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "energy_pv_connection": {
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+        },
+        "energy_pv_percent_roof_area": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_pv_battery_capacity": {
+          "name": "energy_pv_battery_capacity",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cylinder_size": {
+          "name": "heating_cylinder_size",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_code": {
+          "name": "heating_water_heating_code",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "heating_water_heating_fuel",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_immersion_heating_type": {
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "heating_secondary_fuel_type",
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+          "notNull": false
+        },
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+        "uq_property_portfolio_uprn": {
+          "name": "uq_property_portfolio_uprn",
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+            {
+              "expression": "portfolio_id",
+              "isExpression": false,
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+              "asc": true,
+              "nulls": "last"
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+          "where": "\"property\".\"uprn\" IS NOT NULL",
+          "concurrently": false,
+          "method": "btree",
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+            "portfolio_id"
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+          "onUpdate": "no action"
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+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "name": "property_details_epc",
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+          "type": "bigserial",
+          "primaryKey": true,
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+        },
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+          "name": "full_address",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "lodgement_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
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+          "name": "is_expired",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "total_floor_area",
+          "type": "real",
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+          "notNull": false
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+        "walls": {
+          "name": "walls",
+          "type": "text",
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+          "notNull": false
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+          "name": "walls_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "roof",
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+          "name": "windows",
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+          "name": "heating",
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+          "type": "smallint",
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+          "type": "text",
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+        },
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+        },
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+          "name": "lighting",
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+          "notNull": false
+        },
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+          "type": "smallint",
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+        },
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+          "name": "mainfuel",
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+          "name": "ventilation",
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+        },
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+          "name": "solar_pv",
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+          "notNull": false
+        },
+        "solar_hot_water": {
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+        },
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+          "type": "smallint",
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+        },
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+          "name": "floor_height",
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+        },
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+          "notNull": false
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+          "type": "real",
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+        },
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+        },
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+          "name": "number_of_storeys",
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+        },
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+          "name": "mains_gas",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "energy_tariff",
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+          "type": "real",
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+          "name": "co2_emissions",
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+        },
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+        },
+        "electricity_standing_charge": {
+          "name": "electricity_standing_charge",
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+          "notNull": false
+        },
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+          "name": "original_co2_emissions",
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+        },
+        "original_primary_energy_consumption": {
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+          "notNull": false
+        },
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+        },
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+        },
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+          "name": "installed_measures_co2_adjustment",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "installed_measures_energy_demand_adjustment",
+          "type": "real",
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+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
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+          "type": "real",
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+          "notNull": false
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+        "installed_measures_heat_demand_adjustment": {
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+          "type": "real",
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+          "notNull": false
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+          "notNull": false,
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+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
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+          "notNull": false
+        },
+        "lodged_heat_demand": {
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+          "notNull": false
+        },
+        "has_been_remodelled": {
+          "name": "has_been_remodelled",
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+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
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+          "name": "environment_impact_current",
+          "type": "real",
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+          "notNull": false
+        }
+      },
+      "indexes": {
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+          "name": "uq_property_details_epc_property_portfolio",
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+            "property_id"
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+      "isRLSEnabled": false
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+      "name": "property_details_meter",
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+          "name": "id",
+          "type": "bigserial",
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+          "notNull": true
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+          "name": "uprn",
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+          "notNull": false
+        },
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+          "name": "energy_supplier",
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+        },
+        "gas_supplier": {
+          "name": "gas_supplier",
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+        },
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+        },
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+          "notNull": false
+        },
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+          "name": "meter_reading_gas",
+          "type": "real",
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+        }
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+        },
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+        },
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+          "name": "y_coordinate",
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+        },
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+          "name": "latitude",
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+        },
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+        },
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+          "name": "conservation_status",
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+        },
+        "is_listed_building": {
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+          "type": "boolean",
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+        },
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+          "type": "boolean",
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+          "notNull": false
+        }
+      },
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+        },
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+          "name": "created_at",
+          "type": "timestamp",
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+          "notNull": true,
+          "default": "now()"
+        },
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+          "notNull": false
+        },
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+          "name": "heat_demand",
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+        }
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+            "property_id"
+          ],
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+            "id"
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+          "onDelete": "no action",
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+          "tableTo": "portfolio",
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+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
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+      },
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+      "checkConstraints": {},
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+    },
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+        },
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+          "notNull": true
+        },
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+          "type": "measure_type",
+          "typeSchema": "public",
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+          "notNull": true
+        },
+        "installed_at": {
+          "name": "installed_at",
+          "type": "timestamp",
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+          "notNull": false,
+          "default": "now()"
+        },
+        "sap_points": {
+          "name": "sap_points",
+          "type": "real",
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+          "notNull": false
+        },
+        "carbon_savings": {
+          "name": "carbon_savings",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "kwh_savings": {
+          "name": "kwh_savings",
+          "type": "real",
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+          "notNull": false
+        },
+        "bill_savings": {
+          "name": "bill_savings",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heat_demand_savings": {
+          "name": "heat_demand_savings",
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+        },
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+          "name": "source",
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+          "notNull": false
+        },
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+          "name": "is_active",
+          "type": "boolean",
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+          "notNull": true,
+          "default": true
+        }
+      },
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+              "nulls": "last"
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+          "method": "btree",
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+          "where": "\"installed_measure\".\"is_active\" = true",
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+        "idx_installed_measure_measure_type": {
+          "name": "idx_installed_measure_measure_type",
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+        "ccu",
+        "passenger_lift",
+        "stairlift",
+        "disabled_hoist_tracking",
+        "disabled_facilities",
+        "steps_to_front_door",
+        "roof",
+        "pitched_roof_covering",
+        "flat_roof_covering",
+        "rainwater_goods",
+        "loft_insulation",
+        "porch_canopy",
+        "chimney",
+        "fascia",
+        "soffit",
+        "fascia_soffit_bargeboards",
+        "gutters",
+        "store_roof",
+        "garage_roof",
+        "garage_and_store_roof",
+        "external_wall",
+        "external_noise_insulation",
+        "primary_wall",
+        "secondary_wall",
+        "downpipes",
+        "external_decoration",
+        "cladding",
+        "spandrel_panels",
+        "garage_walls",
+        "party_wall_fire_break",
+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
+        "external_windows",
+        "communal_windows",
+        "secondary_glazing",
+        "store_windows",
+        "garage_windows",
+        "garage_and_store_windows",
+        "external_door",
+        "front_door",
+        "rear_door",
+        "store_door",
+        "garage_door",
+        "garage_and_store_door",
+        "communal_entrance_door",
+        "main_door",
+        "block_entrance_door",
+        "lintel",
+        "patio_french_door",
+        "door_entry_handset",
+        "paths_and_hardstandings",
+        "parking_areas",
+        "boundary_walls",
+        "front_fencing",
+        "rear_fencing",
+        "side_fencing",
+        "rear_gate",
+        "front_gate",
+        "gates",
+        "retaining_walls",
+        "private_balcony",
+        "balcony_balustrade",
+        "outbuildings",
+        "garage_structure",
+        "paving",
+        "roads",
+        "soil_and_vent",
+        "solar_thermals",
+        "drop_kerb",
+        "outbuilding_overhaul",
+        "external_structural_defects",
+        "access_ramp",
+        "kitchen",
+        "kitchen_space_layout",
+        "tenant_installed_kitchen",
+        "kitchen_extractor_fan",
+        "bathroom",
+        "secondary_bathroom",
+        "secondary_toilet",
+        "bathroom_extractor_fan",
+        "additional_wc_or_whb",
+        "bathroom_remaining_life_source",
+        "kitchen_remaining_life_source",
+        "central_heating",
+        "heating_boiler",
+        "heating_distribution",
+        "secondary_heating",
+        "hot_water_system",
+        "cold_water_storage",
+        "heating_system",
+        "boiler_fuel",
+        "water_heating",
+        "programmable_heating",
+        "community_heating",
+        "gas_available",
+        "heat_recovery_units",
+        "heating_improvements",
+        "electrical_wiring",
+        "consumer_unit",
+        "smoke_detection",
+        "heat_detection",
+        "carbon_monoxide_detection",
+        "fire_door_rating",
+        "fire_risk_assessment",
+        "internal_wiring",
+        "electrics",
+        "communal_heating",
+        "communal_boiler",
+        "communal_electrics",
+        "communal_fire_alarm",
+        "communal_emergency_lighting",
+        "communal_door_entry",
+        "communal_cctv",
+        "communal_bin_store",
+        "communal_bin_store_doors",
+        "communal_bin_store_walls",
+        "communal_bin_store_roof",
+        "communal_refuse_chute",
+        "communal_floor_covering",
+        "communal_kitchen",
+        "communal_bathroom",
+        "communal_toilets",
+        "communal_gates",
+        "communal_lift",
+        "communal_passenger_lift",
+        "communal_balcony_walkway",
+        "communal_entrance",
+        "communal_internal_decorations",
+        "communal_internal_floor",
+        "communal_walkways",
+        "communal_external_doors",
+        "communal_stairs",
+        "communal_aerial",
+        "communal_aov",
+        "communal_internal_doors",
+        "communal_lateral_mains",
+        "communal_lighting",
+        "communal_lighting_conductor",
+        "communal_store_roof",
+        "communal_store_walls",
+        "communal_store_doors",
+        "communal_warden_call_system",
+        "communal_bms",
+        "communal_booster_pump",
+        "communal_dry_riser",
+        "communal_wet_riser",
+        "communal_cold_water_storage",
+        "communal_sprinkler",
+        "communal_plug_sockets",
+        "communal_circulation_space",
+        "ffhh_damp",
+        "ffhh_hold_and_cold_water",
+        "ffhh_drainage_lavatories",
+        "ffhh_neglected",
+        "ffhh_natural_light",
+        "ffhh_ventilation",
+        "ffhh_food_prep_and_washup",
+        "ffhh_unsafe_layout",
+        "ffhh_unstable_building",
+        "hhsrs_damp_and_mould",
+        "hhsrs_excess_cold",
+        "hhsrs_excess_heat",
+        "hhsrs_asbestos_and_mmf",
+        "hhsrs_biocides",
+        "hhsrs_carbon_monoxide",
+        "hhsrs_lead",
+        "hhsrs_radiation",
+        "hhsrs_uncombusted_fuel_gas",
+        "hhsrs_volatile_organic_compounds",
+        "hhsrs_crowding_and_space",
+        "hhsrs_entry_by_intruders",
+        "hhsrs_lighting",
+        "hhsrs_noise",
+        "hhsrs_domestic_hygiene_pests_refuse",
+        "hhsrs_food_safety",
+        "hhsrs_personal_hygiene_sanitation",
+        "hhsrs_water_supply",
+        "hhsrs_falls_associated_with_baths",
+        "hhsrs_falls_on_level_surfaces",
+        "hhsrs_falls_on_stairs",
+        "hhsrs_falls_between_levels",
+        "hhsrs_electrical_hazards",
+        "hhsrs_fire",
+        "hhsrs_flames_hot_surfaces",
+        "hhsrs_collision_and_entrapment",
+        "hhsrs_collision_hazards_low_headroom",
+        "hhsrs_explosions",
+        "hhsrs_ergonomics",
+        "hhsrs_structural_collapse",
+        "hhsrs_amenities"
+      ]
+    },
+    "public.document_type": {
+      "name": "document_type",
+      "schema": "public",
+      "values": [
+        "EPR",
+        "Condition Report",
+        "Evidence Report",
+        "Summary Information",
+        "Floor Plan",
+        "Scenario Draft EPC",
+        "Scenario Site Notes"
+      ]
+    },
+    "public.scheme": {
+      "name": "scheme",
+      "schema": "public",
+      "values": [
+        "eco4",
+        "gbis",
+        "whlg",
+        "none"
+      ]
+    },
+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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"
+      ]
+    },
+    "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/0204_snapshot.json b/src/app/db/migrations/meta/0204_snapshot.json
new file mode 100644
index 0000000..23ba42a
--- /dev/null
+++ b/src/app/db/migrations/meta/0204_snapshot.json
@@ -0,0 +1,9429 @@
+{
+  "id": "60d8c3af-56f2-42ff-a812-9e87996c24d4",
+  "prevId": "747b070d-3fb6-4f16-b70d-3d04e3a980fb",
+  "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"
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+          "default": "now()"
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+      "policies": {},
+      "checkConstraints": {},
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+    },
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+      "name": "hubspot_users",
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+          "name": "hubspot_owner_id",
+          "type": "text",
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+    },
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+          "tableTo": "property",
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+            "property_id"
+          ],
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+            "id"
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+            "portfolio_id"
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+        },
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+            "epc_property_id"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+        },
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+        },
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+        },
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+          "notNull": true
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+          "notNull": false
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+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "type": "boolean",
+          "primaryKey": false,
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+        },
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+        },
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+        },
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+        },
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+          "notNull": false
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+        }
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+              "nulls": "last"
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+          "method": "btree",
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+          "tableFrom": "epc_property",
+          "tableTo": "uploaded_files",
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+            "uploaded_file_id"
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+      "checkConstraints": {},
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+    },
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+      "name": "epc_property_energy_performance",
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+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.portfolio_capability": {
+      "name": "portfolio_capability",
+      "schema": "public",
+      "values": [
+        "approver",
+        "contractor"
+      ]
+    },
+    "public.role": {
+      "name": "role",
+      "schema": "public",
+      "values": [
+        "creator",
+        "admin",
+        "read",
+        "write"
+      ]
+    },
+    "public.status": {
+      "name": "status",
+      "schema": "public",
+      "values": [
+        "scoping",
+        "survey",
+        "assessment",
+        "tendering",
+        "project underway",
+        "completion; status: on track",
+        "completion; status: delayed",
+        "completion; status: at risk",
+        "completion; status: completed",
+        "needs review"
+      ]
+    },
+    "public.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 3db4521..3816d50 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1282,6 +1282,160 @@
       "when": 1776699608018,
       "tag": "0182_messy_calypso",
       "breakpoints": true
+    },
+    {
+      "idx": 183,
+      "version": "7",
+      "when": 1776947867497,
+      "tag": "0183_careless_darkhawk",
+      "breakpoints": true
+    },
+    {
+      "idx": 184,
+      "version": "7",
+      "when": 1776962910255,
+      "tag": "0184_tiny_annihilus",
+      "breakpoints": true
+    },
+    {
+      "idx": 185,
+      "version": "7",
+      "when": 1777026653433,
+      "tag": "0185_slimy_mindworm",
+      "breakpoints": true
+    },
+    {
+      "idx": 186,
+      "version": "7",
+      "when": 1777028605680,
+      "tag": "0186_equal_baron_zemo",
+      "breakpoints": true
+    },
+    {
+      "idx": 187,
+      "version": "7",
+      "when": 1777307158192,
+      "tag": "0187_mean_salo",
+      "breakpoints": true
+    },
+    {
+      "idx": 188,
+      "version": "7",
+      "when": 1777364161220,
+      "tag": "0188_wild_morph",
+      "breakpoints": true
+    },
+    {
+      "idx": 189,
+      "version": "7",
+      "when": 1777392468614,
+      "tag": "0189_high_leech",
+      "breakpoints": true
+    },
+    {
+      "idx": 190,
+      "version": "7",
+      "when": 1777392681924,
+      "tag": "0190_worried_drax",
+      "breakpoints": true
+    },
+    {
+      "idx": 191,
+      "version": "7",
+      "when": 1777560763716,
+      "tag": "0191_soft_ezekiel_stane",
+      "breakpoints": true
+    },
+    {
+      "idx": 192,
+      "version": "7",
+      "when": 1777576507360,
+      "tag": "0192_colorful_quasimodo",
+      "breakpoints": true
+    },
+    {
+      "idx": 193,
+      "version": "7",
+      "when": 1777750000000,
+      "tag": "0193_domna_survey_type",
+      "breakpoints": true
+    },
+    {
+      "idx": 194,
+      "version": "7",
+      "when": 1778100000000,
+      "tag": "0194_user_defined_deal_measures",
+      "breakpoints": true
+    },
+    {
+      "idx": 195,
+      "version": "7",
+      "when": 1778078457355,
+      "tag": "0195_jittery_harry_osborn",
+      "breakpoints": true
+    },
+    {
+      "idx": 196,
+      "version": "7",
+      "when": 1778144686568,
+      "tag": "0196_fantastic_bastion",
+      "breakpoints": true
+    },
+    {
+      "idx": 197,
+      "version": "7",
+      "when": 1778157212969,
+      "tag": "0197_bumpy_firebird",
+      "breakpoints": true
+    },
+    {
+      "idx": 198,
+      "version": "7",
+      "when": 1778176651140,
+      "tag": "0198_panoramic_triathlon",
+      "breakpoints": true
+    },
+    {
+      "idx": 199,
+      "version": "7",
+      "when": 1778249728162,
+      "tag": "0199_rich_mandroid",
+      "breakpoints": true
+    },
+    {
+      "idx": 200,
+      "version": "7",
+      "when": 1778600522440,
+      "tag": "0200_new_beast",
+      "breakpoints": true
+    },
+    {
+      "idx": 201,
+      "version": "7",
+      "when": 1778602691863,
+      "tag": "0201_known_sebastian_shaw",
+      "breakpoints": true
+    },
+    {
+      "idx": 202,
+      "version": "7",
+      "when": 1778666596489,
+      "tag": "0202_furry_mister_sinister",
+      "breakpoints": true
+    },
+    {
+      "idx": 203,
+      "version": "7",
+      "when": 1778680271996,
+      "tag": "0203_kind_spyke",
+      "breakpoints": true
+    },
+    {
+      "idx": 204,
+      "version": "7",
+      "when": 1779092260406,
+      "tag": "0204_bizarre_black_bird",
+      "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 0948a3c..4498dfd 100644
--- a/src/app/db/schema/crm/hubspot_deal_table.ts
+++ b/src/app/db/schema/crm/hubspot_deal_table.ts
@@ -1,4 +1,4 @@
-import { pgTable, uuid, text, timestamp } from "drizzle-orm/pg-core";
+import { pgTable, uuid, text, timestamp, boolean } from "drizzle-orm/pg-core";
 import { InferModel } from "drizzle-orm";
 
 export const hubspotDealData = pgTable("hubspot_deal_data", {
@@ -58,6 +58,18 @@ export const hubspotDealData = pgTable("hubspot_deal_data", {
   confirmedSurveyTime: text("confirmed_survey_time"),
   surveyedDate: timestamp("surveyed_date", { precision: 6, withTimezone: true }),
 
+  surveyType: text("survey_type"),
+  measuresForPibiOrdered: text("measures_for_pibi_ordered"),
+  pibiOrderDate: timestamp("pibi_order_date", { precision: 6, withTimezone: true }),
+  pibiCompletedDate: timestamp("pibi_completed_date", { precision: 6, withTimezone: true }),
+  propertyHaltedDate: timestamp("property_halted_date", { precision: 6, withTimezone: true }),
+  propertyHaltedReason: text("property_halted_reason"),
+  technicalApprovedMeasuresForInstall: text("technical_approved_measures_for_install"),
+  sentToInstallerForPricing: timestamp("sent_to_installer_for_pricing", { precision: 6, withTimezone: true }),
+  domnasurveyRequired: boolean("domna_survey_required"),
+  domnaSurveyType: text("domna_survey_type"),
+  domnaSurveyDate: timestamp("domna_survey_date", { precision: 6, withTimezone: true }),
+
   createdAt: timestamp("created_at", { precision: 6, withTimezone: true })
     .defaultNow()
     .notNull(),
diff --git a/src/app/db/schema/crm/hubspot_user_table.ts b/src/app/db/schema/crm/hubspot_user_table.ts
new file mode 100644
index 0000000..42dbb81
--- /dev/null
+++ b/src/app/db/schema/crm/hubspot_user_table.ts
@@ -0,0 +1,13 @@
+import { pgTable, text, timestamp } from "drizzle-orm/pg-core";
+import { InferModel } from "drizzle-orm";
+
+export const hubspotUsers = pgTable("hubspot_users", {
+  hubspotOwnerId: text("hubspot_owner_id").primaryKey(),
+  firstName: text("first_name"),
+  lastName: text("last_name"),
+  email: text("email"),
+  updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }).notNull(),
+});
+
+export type HubspotUser = InferModel<typeof hubspotUsers>;
+export type NewHubspotUser = InferModel<typeof hubspotUsers, "insert">;
diff --git a/src/app/db/schema/magic_plan/door.ts b/src/app/db/schema/magic_plan/door.ts
new file mode 100644
index 0000000..6cc488b
--- /dev/null
+++ b/src/app/db/schema/magic_plan/door.ts
@@ -0,0 +1,14 @@
+import { pgTable, bigserial, bigint, text, real } from "drizzle-orm/pg-core";
+import { magicPlanRoom } from "./room";
+
+export const magicPlanDoor = pgTable(
+  "magic_plan_door",
+  {
+    id:         bigserial("id", { mode: "bigint" }).primaryKey(),
+    roomId:     bigint("magic_plan_room_id", { mode: "bigint" })
+      .notNull()
+      .references(() => magicPlanRoom.id),
+    widthMm:    real("width_mm"),
+    type:       text("type"),
+  },
+);
\ No newline at end of file
diff --git a/src/app/db/schema/magic_plan/floor.ts b/src/app/db/schema/magic_plan/floor.ts
new file mode 100644
index 0000000..76bf0e8
--- /dev/null
+++ b/src/app/db/schema/magic_plan/floor.ts
@@ -0,0 +1,13 @@
+import { pgTable, bigserial, bigint, integer } from "drizzle-orm/pg-core";
+import { magicPlanPlan } from "./plan";
+
+export const magicPlanFloor = pgTable(
+  "magic_plan_floor",
+  {
+    id:       bigserial("id", { mode: "bigint" }).primaryKey(),
+    planId:   bigint("magic_plan_plan_id", { mode: "bigint" })
+      .notNull()
+      .references(() => magicPlanPlan.id),
+    level:    integer("level"),
+  },
+);
\ No newline at end of file
diff --git a/src/app/db/schema/magic_plan/plan.ts b/src/app/db/schema/magic_plan/plan.ts
new file mode 100644
index 0000000..f5fabff
--- /dev/null
+++ b/src/app/db/schema/magic_plan/plan.ts
@@ -0,0 +1,16 @@
+import { pgTable, bigserial, text, bigint } from "drizzle-orm/pg-core";
+import { uploadedFiles } from "../uploaded_files";
+
+export const magicPlanPlan = pgTable(
+  "magic_plan_plan",
+  {
+    id:             bigserial("id", { mode: "bigint" }).primaryKey(),
+    name:           text("name"),
+    address:        text("address"),
+    postcode:       text("postcode"),
+    magicPlanUid:   text("magic_plan_uid").unique(),
+    uploadedFileId: bigint("uploaded_file_id", { mode: "bigint" })
+          .unique()
+          .references(() => uploadedFiles.id),
+  },
+);
\ No newline at end of file
diff --git a/src/app/db/schema/magic_plan/room.ts b/src/app/db/schema/magic_plan/room.ts
new file mode 100644
index 0000000..75480ef
--- /dev/null
+++ b/src/app/db/schema/magic_plan/room.ts
@@ -0,0 +1,16 @@
+import { pgTable, bigserial, bigint, text, real } from "drizzle-orm/pg-core";
+import { magicPlanFloor } from "./floor";
+
+export const magicPlanRoom = pgTable(
+  "magic_plan_room",
+  {
+    id:       bigserial("id", { mode: "bigint" }).primaryKey(),
+    floorId:  bigint("magic_plan_floor_id", { mode: "bigint" })
+      .notNull()
+      .references(() => magicPlanFloor.id),
+    name:     text("name"),
+    widthM:  real("width_m"),
+    lengthM: real("length_m"),
+    areaM2:  real("area_m2"),
+  },
+);
\ No newline at end of file
diff --git a/src/app/db/schema/magic_plan/window.ts b/src/app/db/schema/magic_plan/window.ts
new file mode 100644
index 0000000..b1be11c
--- /dev/null
+++ b/src/app/db/schema/magic_plan/window.ts
@@ -0,0 +1,16 @@
+import { pgTable, bigserial, bigint, text, real } from "drizzle-orm/pg-core";
+import { magicPlanRoom } from "./room";
+
+export const magicPlanWindow = pgTable(
+  "magic_plan_window",
+  {
+    id:               bigserial("id", { mode: "bigint" }).primaryKey(),
+    roomId:           bigint("magic_plan_room_id", { mode: "bigint" })
+      .notNull()
+      .references(() => magicPlanRoom.id),
+    widthM:          real("width_m"),
+    heightM:         real("height_m"),
+    areaM2:          real("area_m2"),
+    openingType:     text("opening_type"),
+  },
+);
\ No newline at end of file
diff --git a/src/app/db/schema/pibi_requests.ts b/src/app/db/schema/pibi_requests.ts
new file mode 100644
index 0000000..892f371
--- /dev/null
+++ b/src/app/db/schema/pibi_requests.ts
@@ -0,0 +1,37 @@
+import {
+  bigserial,
+  text,
+  timestamp,
+  pgTable,
+  bigint,
+  index,
+} from "drizzle-orm/pg-core";
+import { user } from "./users";
+import { portfolio } from "./portfolio";
+
+export const pibiRequests = pgTable(
+  "pibi_requests",
+  {
+    id: bigserial("id", { mode: "bigint" }).primaryKey(),
+    hubspotDealId: text("hubspot_deal_id").notNull(),
+    portfolioId: bigint("portfolio_id", { mode: "bigint" })
+      .notNull()
+      .references(() => portfolio.id),
+    measureName: text("measure_name").notNull(),
+    orderedAt: timestamp("ordered_at", { withTimezone: true })
+      .defaultNow()
+      .notNull(),
+    completedAt: timestamp("completed_at", { withTimezone: true }),
+    createdByUserId: bigint("created_by_user_id", { mode: "bigint" })
+      .notNull()
+      .references(() => user.id),
+    pushedAt: timestamp("pushed_at", { withTimezone: true }),
+  },
+  (table) => [
+    index("idx_pibi_requests_deal_id").on(table.hubspotDealId),
+    index("idx_pibi_requests_portfolio_id").on(table.portfolioId),
+  ],
+);
+
+export type PibiRequest = typeof pibiRequests.$inferSelect;
+export type NewPibiRequest = typeof pibiRequests.$inferInsert;
diff --git a/src/app/db/schema/portfolio_organisation.ts b/src/app/db/schema/portfolio_organisation.ts
index 246e3e4..84b1d0b 100644
--- a/src/app/db/schema/portfolio_organisation.ts
+++ b/src/app/db/schema/portfolio_organisation.ts
@@ -1,4 +1,4 @@
-import { pgTable, bigint, uuid, timestamp } from "drizzle-orm/pg-core";
+import { pgTable, bigint, uuid, timestamp, unique } from "drizzle-orm/pg-core";
 import { portfolio } from "./portfolio";
 import { organisation } from "./organisation";
 import { InferModel } from "drizzle-orm";
@@ -7,8 +7,7 @@ export const portfolioOrganisation = pgTable("portfolio_organisation", {
   id: uuid("id").defaultRandom().primaryKey(),
   portfolioId: bigint("portfolio_id", { mode: "bigint" })
     .notNull()
-    .references(() => portfolio.id, { onDelete: "cascade" })
-    .unique(), // one organisation per portfolio
+    .references(() => portfolio.id, { onDelete: "cascade" }),
   organisationId: uuid("organisation_id")
     .notNull()
     .references(() => organisation.id, { onDelete: "cascade" }),
@@ -18,7 +17,9 @@ export const portfolioOrganisation = pgTable("portfolio_organisation", {
   updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true })
     .defaultNow()
     .notNull(),
-});
+}, (t) => ({
+  portfolioOrgUnique: unique().on(t.portfolioId, t.organisationId),
+}));
 
 export type PortfolioOrganisation = InferModel<typeof portfolioOrganisation, "select">;
 export type NewPortfolioOrganisation = InferModel<typeof portfolioOrganisation, "insert">;
diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 58e956f..f5a2433 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -15,6 +15,7 @@ import { portfolio, PortfolioStatus } from "./portfolio";
 import { InferModel } from "drizzle-orm";
 import { materialTypeEnum } from "./materials";
 import { sql } from "drizzle-orm";
+import { uploadedFiles } from "./uploaded_files";
 
 // This is a placeholder for the property schema
 export interface PropertyMeta {
@@ -114,6 +115,9 @@ export const property = pgTable(
     status: propertyStatusEnum("status"),
     address: text("address"),
     postcode: text("postcode"),
+    userInputtedAddress: text("user_inputted_address"),
+    userInputtedPostcode: text("user_inputted_postcode"),
+    lexiscore: real("lexiscore"),
 
     hasPreConditionReport: boolean("has_pre_condition_report"),
     hasRecommendations: boolean("has_recommendations"),
@@ -382,6 +386,7 @@ export interface PropertyWithRelations extends Record<string, unknown> {
   totalFloorArea: number | null;
   co2Emissions: number | null;
   mainfuel: string | null;
+  lexiscore: number | null;
 }
 
 export type NonIntrusiveSurveyNotes = InferModel<
@@ -398,3 +403,374 @@ export interface NonIntrusiveSurveyData {
   surveyor: string;
   notes: { title: string; note: string }[];
 }
+
+// ─── Enums ────────────────────────────────────────────────────────────────────
+
+export const energyElementTypeEnum = pgEnum("energy_element_type", [
+  "roof", "wall", "floor", "main_heating", "window",
+  "lighting", "hot_water", "secondary_heating", "main_heating_controls",
+]);
+
+// ─── epc_property ─────────────────────────────────────────────────────────────
+
+export const epcProperty = pgTable(
+  "epc_property",
+  {
+    id: bigserial("id", { mode: "bigint" }).primaryKey(),
+    propertyId: bigint("property_id", { mode: "bigint" })
+      // .notNull()
+      .references(() => property.id),
+    portfolioId: bigint("portfolio_id", { mode: "bigint" })
+      // .notNull()
+      .references(() => portfolio.id),
+    uploadedFileId: bigint("uploaded_file_id", { mode: "bigint" })
+      .unique()
+      .references(() => uploadedFiles.id),
+
+    // Identity / admin
+    uprn:                       bigint("uprn", { mode: "bigint" }),
+    uprnSource:                 text("uprn_source"),
+    reportReference:            text("report_reference"),
+    reportType:                 text("report_type"),
+    assessmentType:             text("assessment_type"),
+    sapVersion:                 real("sap_version"),
+    schemaType:                 text("schema_type"),
+    schemaVersionsOriginal:     text("schema_versions_original"),
+    status:                     text("status"),
+    calculationSoftwareVersion: text("calculation_software_version"),
+
+    // Address
+    addressLine1: text("address_line_1").notNull(),
+    addressLine2: text("address_line_2"),
+    postTown:     text("post_town").notNull(),
+    postcode:     text("postcode").notNull(),
+    regionCode:   text("region_code"),
+    countryCode:  text("country_code"),
+    languageCode: text("language_code"),
+
+    // Property description
+    dwellingType:     text("dwelling_type").notNull(),
+    propertyType:     text("property_type"),
+    builtForm:        text("built_form"),
+    tenure:           text("tenure").notNull(),
+    transactionType:  text("transaction_type").notNull(),
+
+    // Dates
+    inspectionDate:   timestamp("inspection_date").notNull(),
+    completionDate:   timestamp("completion_date"),
+    registrationDate: timestamp("registration_date"),
+
+    // Measurements
+    totalFloorAreaM2: real("total_floor_area_m2").notNull(),
+    measurementType:  integer("measurement_type"),
+
+    // Flags
+    solarWaterHeating:              boolean("solar_water_heating").notNull(),
+    hasHotWaterCylinder:            boolean("has_hot_water_cylinder").notNull(),
+    hasFixedAirConditioning:        boolean("has_fixed_air_conditioning").notNull(),
+    hasConservatory:                boolean("has_conservatory"),
+    hasHeatedSeparateConservatory:  boolean("has_heated_separate_conservatory"),
+    conservatoryType:               integer("conservatory_type"),
+
+    // Counts
+    doorCount:                            integer("door_count").notNull(),
+    wetRoomsCount:                        integer("wet_rooms_count").notNull(),
+    extensionsCount:                      integer("extensions_count").notNull(),
+    heatedRoomsCount:                     integer("heated_rooms_count").notNull(),
+    openChimneysCount:                    integer("open_chimneys_count").notNull(),
+    habitableRoomsCount:                  integer("habitable_rooms_count").notNull(),
+    insulatedDoorCount:                   integer("insulated_door_count").notNull(),
+    cflFixedLightingBulbsCount:           integer("cfl_fixed_lighting_bulbs_count").notNull(),
+    ledFixedLightingBulbsCount:           integer("led_fixed_lighting_bulbs_count").notNull(),
+    incandescentFixedLightingBulbsCount:  integer("incandescent_fixed_lighting_bulbs_count").notNull(),
+    blockedChimneysCount:                 integer("blocked_chimneys_count"),
+    draughtproofedDoorCount:              integer("draughtproofed_door_count"),
+    energyRatingAverage:                  integer("energy_rating_average"),
+    lowEnergyFixedLightingBulbsCount:     integer("low_energy_fixed_lighting_bulbs_count"),
+    fixedLightingOutletsCount:            integer("fixed_lighting_outlets_count"),
+    lowEnergyFixedLightingOutletsCount:   integer("low_energy_fixed_lighting_outlets_count"),
+    numberOfStoreys:                      integer("number_of_storeys"),
+    anyUnheatedRooms:                     boolean("any_unheated_rooms"),
+
+    // Misc
+    hydro:                          boolean("hydro"),
+    photovoltaicArray:              boolean("photovoltaic_array"),
+    wasteWaterHeatRecovery:         text("waste_water_heat_recovery"),
+    pressureTest:                   integer("pressure_test"),
+    pressureTestCertificateNumber:  integer("pressure_test_certificate_number"),
+    percentDraughtproofed:          integer("percent_draughtproofed"),
+    insulatedDoorUValue:            real("insulated_door_u_value"),
+    multipleGlazedProportion:       integer("multiple_glazed_proportion"),
+    windowsTransmissionUValue:          real("windows_transmission_u_value"),
+    windowsTransmissionDataSource:      integer("windows_transmission_data_source"),
+    windowsTransmissionSolarTransmittance: real("windows_transmission_solar_transmittance"),
+
+    // Energy source
+    energyMainsGas:                       boolean("energy_mains_gas").notNull(),
+    energyMeterType:                      text("energy_meter_type").notNull(),
+    energyPvBatteryCount:                 integer("energy_pv_battery_count").notNull(),
+    energyWindTurbinesCount:              integer("energy_wind_turbines_count").notNull(),
+    energyGasSmartMeterPresent:           boolean("energy_gas_smart_meter_present").notNull(),
+    energyIsDwellingExportCapable:        boolean("energy_is_dwelling_export_capable").notNull(),
+    energyWindTurbinesTerrainType:        text("energy_wind_turbines_terrain_type").notNull(),
+    energyElectricitySmartMeterPresent:   boolean("energy_electricity_smart_meter_present").notNull(),
+    energyPvConnection:                   text("energy_pv_connection"),
+    energyPvPercentRoofArea:              integer("energy_pv_percent_roof_area"),
+    energyPvBatteryCapacity:              real("energy_pv_battery_capacity"),
+    energyWindTurbineHubHeight:           real("energy_wind_turbine_hub_height"),
+    energyWindTurbineRotorDiameter:       real("energy_wind_turbine_rotor_diameter"),
+
+    // Heating config
+    heatingCylinderSize:                  text("heating_cylinder_size"),
+    heatingWaterHeatingCode:              integer("heating_water_heating_code"),
+    heatingWaterHeatingFuel:              integer("heating_water_heating_fuel"),
+    heatingImmersionHeatingType:          text("heating_immersion_heating_type"),
+    heatingCylinderInsulationType:        text("heating_cylinder_insulation_type"),
+    heatingCylinderThermostat:            text("heating_cylinder_thermostat"),
+    heatingSecondaryFuelType:             integer("heating_secondary_fuel_type"),
+    heatingSecondaryHeatingType:          text("heating_secondary_heating_type"),
+    heatingCylinderInsulationThicknessMm: integer("heating_cylinder_insulation_thickness_mm"),
+    heatingWwhrsIndexNumber1:             integer("heating_wwhrs_index_number_1"),
+    heatingWwhrsIndexNumber2:             integer("heating_wwhrs_index_number_2"),
+    heatingShowerOutletType:              text("heating_shower_outlet_type"),
+    heatingShowerWwhrs:                   integer("heating_shower_wwhrs"),
+
+    // Ventilation
+    ventilationType:                    text("ventilation_type"),
+    ventilationDraughtLobby:            boolean("ventilation_draught_lobby"),
+    ventilationPressureTest:            text("ventilation_pressure_test"),
+    ventilationOpenFluesCount:          integer("ventilation_open_flues_count"),
+    ventilationClosedFluesCount:        integer("ventilation_closed_flues_count"),
+    ventilationBoilerFluesCount:        integer("ventilation_boiler_flues_count"),
+    ventilationOtherFluesCount:         integer("ventilation_other_flues_count"),
+    ventilationExtractFansCount:        integer("ventilation_extract_fans_count"),
+    ventilationPassiveVentsCount:       integer("ventilation_passive_vents_count"),
+    ventilationFluelessGasFiresCount:   integer("ventilation_flueless_gas_fires_count"),
+    ventilationInPcdfDatabase:          boolean("ventilation_in_pcdf_database"),
+    mechanicalVentilation:              integer("mechanical_ventilation"),
+    mechanicalVentDuctType:             integer("mechanical_vent_duct_type"),
+    mechanicalVentDuctPlacement:        integer("mechanical_vent_duct_placement"),
+    mechanicalVentDuctInsulation:       integer("mechanical_vent_duct_insulation"),
+    mechanicalVentilationIndexNumber:   integer("mechanical_ventilation_index_number"),
+    mechanicalVentMeasuredInstallation: text("mechanical_vent_measured_installation"),
+  },
+  (table) => [
+    uniqueIndex("uq_epc_property_property_portfolio").on(
+      table.propertyId,
+      table.portfolioId,
+    ),
+  ],
+);
+
+// ─── epc_property_energy_performance ─────────────────────────────────────────
+
+export const epcPropertyEnergyPerformance = pgTable(
+  "epc_property_energy_performance",
+  {
+    id:             bigserial("id", { mode: "bigint" }).primaryKey(),
+    epcPropertyId:  bigint("epc_property_id", { mode: "bigint" })
+      .notNull()
+      .unique()
+      .references(() => epcProperty.id),
+
+    // Current
+    energyRatingCurrent:              integer("energy_rating_current"),
+    energyConsumptionCurrent:         integer("energy_consumption_current"),
+    environmentalImpactCurrent:       integer("environmental_impact_current"),
+    heatingCostCurrent:               real("heating_cost_current"),
+    lightingCostCurrent:              real("lighting_cost_current"),
+    hotWaterCostCurrent:              real("hot_water_cost_current"),
+    co2EmissionsCurrent:              real("co2_emissions_current"),
+    co2EmissionsCurrentPerFloorArea:  integer("co2_emissions_current_per_floor_area"),
+    currentEnergyEfficiencyBand:      text("current_energy_efficiency_band"),
+
+    // Potential
+    energyRatingPotential:            real("energy_rating_potential"),
+    energyConsumptionPotential:       integer("energy_consumption_potential"),
+    environmentalImpactPotential:     integer("environmental_impact_potential"),
+    heatingCostPotential:             real("heating_cost_potential"),
+    lightingCostPotential:            real("lighting_cost_potential"),
+    hotWaterCostPotential:            real("hot_water_cost_potential"),
+    co2EmissionsPotential:            real("co2_emissions_potential"),
+    potentialEnergyEfficiencyBand:    text("potential_energy_efficiency_band"),
+  },
+);
+
+// ─── epc_flat_details ─────────────────────────────────────────────────────────
+
+export const epcFlatDetails = pgTable(
+  "epc_flat_details",
+  {
+    id:             bigserial("id", { mode: "bigint" }).primaryKey(),
+    epcPropertyId:  bigint("epc_property_id", { mode: "bigint" })
+      .notNull()
+      .unique()
+      .references(() => epcProperty.id),
+
+    level:                    integer("level").notNull(),
+    topStorey:                text("top_storey").notNull(),
+    flatLocation:             integer("flat_location").notNull(),
+    heatLossCorridor:         integer("heat_loss_corridor").notNull(),
+    storeyCount:              integer("storey_count"),
+    unheatedCorridorLengthM:  integer("unheated_corridor_length_m"),
+  },
+);
+
+// ─── epc_main_heating_detail ──────────────────────────────────────────────────
+
+export const epcMainHeatingDetail = pgTable(
+  "epc_main_heating_detail",
+  {
+    id:             bigserial("id", { mode: "bigint" }).primaryKey(),
+    epcPropertyId:  bigint("epc_property_id", { mode: "bigint" })
+      .notNull()
+      .references(() => epcProperty.id),
+
+    hasFghrs:                   boolean("has_fghrs").notNull(),
+    mainFuelType:               text("main_fuel_type").notNull(),
+    heatEmitterType:            text("heat_emitter_type").notNull(),
+    emitterTemperature:         text("emitter_temperature").notNull(),
+    mainHeatingControl:         text("main_heating_control").notNull(),
+    fanFluePresent:             boolean("fan_flue_present"),
+    boilerFlueType:             integer("boiler_flue_type"),
+    boilerIgnitionType:         integer("boiler_ignition_type"),
+    centralHeatingPumpAge:      integer("central_heating_pump_age"),
+    centralHeatingPumpAgeStr:   text("central_heating_pump_age_str"),
+    mainHeatingIndexNumber:     integer("main_heating_index_number"),
+    sapMainHeatingCode:         integer("sap_main_heating_code"),
+    mainHeatingNumber:          integer("main_heating_number"),
+    mainHeatingCategory:        integer("main_heating_category"),
+    mainHeatingFraction:        integer("main_heating_fraction"),
+    mainHeatingDataSource:      integer("main_heating_data_source"),
+    condensing:                 boolean("condensing"),
+    weatherCompensator:         boolean("weather_compensator"),
+  },
+);
+
+// ─── epc_building_part ────────────────────────────────────────────────────────
+
+export const epcBuildingPart = pgTable(
+  "epc_building_part",
+  {
+    id:             bigserial("id", { mode: "bigint" }).primaryKey(),
+    epcPropertyId:  bigint("epc_property_id", { mode: "bigint" })
+      .notNull()
+      .references(() => epcProperty.id),
+
+    identifier:           text("identifier").notNull(),
+    constructionAgeBand:  text("construction_age_band").notNull(),
+
+    // Wall
+    wallConstruction:       text("wall_construction").notNull(),
+    wallInsulationType:     text("wall_insulation_type").notNull(),
+    wallThicknessMeasured:  boolean("wall_thickness_measured").notNull(),
+    partyWallConstruction:  text("party_wall_construction").notNull(),
+    buildingPartNumber:     integer("building_part_number"),
+    wallDryLined:           boolean("wall_dry_lined"),
+    wallThicknessMm:        integer("wall_thickness_mm"),
+    wallInsulationThickness: text("wall_insulation_thickness"),
+    // age band source
+
+    // Floor
+    floorHeatLoss:            integer("floor_heat_loss"),
+    floorInsulationThickness: text("floor_insulation_thickness"),
+    flatRoofInsulationThickness: text("flat_roof_insulation_thickness"),
+    floorType:                text("floor_type"),
+    floorConstructionType:    text("floor_construction_type"),
+    floorInsulationTypeStr:   text("floor_insulation_type_str"),
+    floorUValueKnown:         boolean("floor_u_value_known"),
+
+    // Roof
+    roofConstruction:         integer("roof_construction"),
+    roofInsulationLocation:   text("roof_insulation_location"),
+    roofInsulationThickness:  text("roof_insulation_thickness"),
+
+    // Room in roof (inlined)
+    roomInRoofFloorArea:            real("room_in_roof_floor_area"),
+    roomInRoofConstructionAgeBand:  text("room_in_roof_construction_age_band"),
+
+    // Alternative wall 1 (inlined)
+    altWall1Area:               real("alt_wall_1_area"),
+    altWall1DryLined:           text("alt_wall_1_dry_lined"),
+    altWall1Construction:       integer("alt_wall_1_construction"),
+    altWall1InsulationType:     integer("alt_wall_1_insulation_type"),
+    altWall1ThicknessMeasured:  text("alt_wall_1_thickness_measured"),
+    altWall1InsulationThickness: text("alt_wall_1_insulation_thickness"),
+
+    // Alternative wall 2 (inlined)
+    altWall2Area:               real("alt_wall_2_area"),
+    altWall2DryLined:           text("alt_wall_2_dry_lined"),
+    altWall2Construction:       integer("alt_wall_2_construction"),
+    altWall2InsulationType:     integer("alt_wall_2_insulation_type"),
+    altWall2ThicknessMeasured:  text("alt_wall_2_thickness_measured"),
+    altWall2InsulationThickness: text("alt_wall_2_insulation_thickness"),
+  },
+);
+
+// ─── epc_floor_dimension ──────────────────────────────────────────────────────
+
+export const epcFloorDimension = pgTable(
+  "epc_floor_dimension",
+  {
+    id:               bigserial("id", { mode: "bigint" }).primaryKey(),
+    epcBuildingPartId: bigint("epc_building_part_id", { mode: "bigint" })
+      .notNull()
+      .references(() => epcBuildingPart.id),
+
+    floor:                integer("floor"),
+    roomHeightM:          real("room_height_m").notNull(),
+    totalFloorAreaM2:     real("total_floor_area_m2").notNull(),
+    partyWallLengthM:     real("party_wall_length_m").notNull(),
+    heatLossPerimeterM:   real("heat_loss_perimeter_m").notNull(),
+    floorInsulation:      integer("floor_insulation"),
+    floorConstruction:    integer("floor_construction"),
+  },
+);
+
+// ─── epc_window ───────────────────────────────────────────────────────────────
+
+export const epcWindow = pgTable(
+  "epc_window",
+  {
+    id:             bigserial("id", { mode: "bigint" }).primaryKey(),
+    epcPropertyId:  bigint("epc_property_id", { mode: "bigint" })
+      .notNull()
+      .references(() => epcProperty.id),
+
+    glazingGap:                 text("glazing_gap").notNull(),
+    orientation:                text("orientation").notNull(),
+    windowType:                 text("window_type").notNull(),
+    glazingType:                text("glazing_type").notNull(),
+    windowWidth:                real("window_width").notNull(), // add unit?
+    windowHeight:               real("window_height").notNull(),  // add unit?
+    draughtProofed:             boolean("draught_proofed").notNull(),
+    windowLocation:             text("window_location").notNull(),
+    windowWallType:             text("window_wall_type").notNull(),
+    permanentShuttersPresent:   boolean("permanent_shutters_present").notNull(),
+    frameMaterial:              text("frame_material"),
+    frameFactor:                real("frame_factor"),
+    permanentShuttersInsulated: text("permanent_shutters_insulated"),
+
+    // Transmission details (inlined)
+    transmissionUValue:               real("transmission_u_value"),
+    transmissionDataSource:           text("transmission_data_source"),
+    transmissionSolarTransmittance:   real("transmission_solar_transmittance"),
+  },
+);
+
+// ─── epc_energy_element ───────────────────────────────────────────────────────
+
+export const epcEnergyElement = pgTable(
+  "epc_energy_element",
+  {
+    id:             bigserial("id", { mode: "bigint" }).primaryKey(),
+    epcPropertyId:  bigint("epc_property_id", { mode: "bigint" })
+      .notNull()
+      .references(() => epcProperty.id),
+
+    elementType:                  energyElementTypeEnum("element_type").notNull(),
+    description:                  text("description").notNull(),
+    energyEfficiencyRating:       integer("energy_efficiency_rating").notNull(),
+    environmentalEfficiencyRating: integer("environmental_efficiency_rating").notNull(),
+  },
+);
\ No newline at end of file
diff --git a/src/app/db/schema/survey_requests.ts b/src/app/db/schema/survey_requests.ts
new file mode 100644
index 0000000..55001d0
--- /dev/null
+++ b/src/app/db/schema/survey_requests.ts
@@ -0,0 +1,41 @@
+import {
+  bigserial,
+  text,
+  timestamp,
+  pgTable,
+  bigint,
+  index,
+} from "drizzle-orm/pg-core";
+import { user } from "./users";
+import { portfolio } from "./portfolio";
+
+// One row per survey request from a portfolio user. A deal can accumulate
+// multiple requests over time; query by hubspotDealId ordered by requestedAt
+// desc to get the latest.
+export const surveyRequests = pgTable(
+  "survey_requests",
+  {
+    id: bigserial("id", { mode: "bigint" }).primaryKey(),
+    hubspotDealId: text("hubspot_deal_id").notNull(),
+    portfolioId: bigint("portfolio_id", { mode: "bigint" })
+      .notNull()
+      .references(() => portfolio.id),
+    notes: text("notes").notNull(),
+    surveyType: text("survey_type"),
+    // 'pending' | 'fulfilled'
+    status: text("status").notNull().default("pending"),
+    requestedBy: bigint("requested_by", { mode: "bigint" })
+      .notNull()
+      .references(() => user.id),
+    requestedAt: timestamp("requested_at", { withTimezone: true })
+      .defaultNow()
+      .notNull(),
+    fulfilledAt: timestamp("fulfilled_at", { withTimezone: true }),
+  },
+  (table) => [
+    index("idx_survey_requests_deal_id").on(table.hubspotDealId),
+    index("idx_survey_requests_portfolio_id").on(table.portfolioId),
+  ],
+);
+
+export type SurveyRequest = typeof surveyRequests.$inferSelect;
diff --git a/src/app/db/schema/tasks/tasks.ts b/src/app/db/schema/tasks/tasks.ts
index e0a1ef3..1287a98 100644
--- a/src/app/db/schema/tasks/tasks.ts
+++ b/src/app/db/schema/tasks/tasks.ts
@@ -1,6 +1,6 @@
 import { pgTable, uuid, text, timestamp, pgEnum } from "drizzle-orm/pg-core";
 
-export const sourceEnum = pgEnum("source", ["portfolio_id"]);
+export const sourceEnum = pgEnum("source", ["portfolio_id", "hubspot_deal_id"]);
 
 export const tasks = pgTable("tasks", {
   id: uuid("id").defaultRandom().primaryKey(),
diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts
index 6925310..4020760 100644
--- a/src/app/db/schema/uploaded_files.ts
+++ b/src/app/db/schema/uploaded_files.ts
@@ -2,6 +2,7 @@ import { bigint, bigserial, pgEnum, pgTable, text, timestamp } from "drizzle-orm
 import { user } from "./users";
 
 export const fileType = pgEnum("file_type", [
+  // Assessment
   "photo_pack",
   "site_note",
   "rd_sap_site_note",
@@ -47,6 +48,13 @@ export const fileType = pgEnum("file_type", [
   "installer_qualifications",
   "installer_feedback",
   "contractor_other",
+  // MagicPlan
+  "magic_plan_json",
+  // Coordination
+  "improvement_option_evaluation",
+  "medium_term_improvement_plan",
+  // Design
+  "retrofit_design_doc"
 ]);
 
 export const fileSource = pgEnum("file_source", [
@@ -55,6 +63,8 @@ export const fileSource = pgEnum("file_source", [
   "hubspot",
   "ecmk",
   "contractor",
+  "magic_plan",
+  "coordination_hub"
 ]);
 
 export const uploadedFiles = pgTable(
diff --git a/src/app/db/schema/user_defined_deal_measures.ts b/src/app/db/schema/user_defined_deal_measures.ts
new file mode 100644
index 0000000..0a059c0
--- /dev/null
+++ b/src/app/db/schema/user_defined_deal_measures.ts
@@ -0,0 +1,67 @@
+/**
+ * User-defined deal measures (issue #253)
+ *
+ * Tracks measures that an approver has *instructed* outside the coordinator's
+ * proposed set, plus measures that have been *PIBI-ordered* by the contractor
+ * (slice 4). The `source` enum distinguishes the two flows so a single table
+ * can back both.
+ *
+ * Each row pushes back to HubSpot under one of two new multi-value text deal
+ * properties (`instructed_measures` / `pibi_ordered_measures`). `pushed_at`
+ * is stamped after a successful sync; `confirmed_in_hubspot_at` is stamped
+ * by a follow-up reconcile job (out of scope for this slice).
+ */
+import {
+  bigserial,
+  text,
+  timestamp,
+  pgTable,
+  bigint,
+  index,
+  pgEnum,
+} from "drizzle-orm/pg-core";
+import { user } from "./users";
+import { InferModel } from "drizzle-orm";
+
+export const UserDefinedDealMeasureSource: [string, ...string[]] = [
+  "instructed",
+  "pibi_ordered",
+];
+export type UserDefinedDealMeasureSourceType =
+  | "instructed"
+  | "pibi_ordered";
+
+export const userDefinedDealMeasureSourceEnum = pgEnum(
+  "user_defined_deal_measure_source",
+  UserDefinedDealMeasureSource as [string, ...string[]],
+);
+
+export const userDefinedDealMeasures = pgTable(
+  "user_defined_deal_measures",
+  {
+    id: bigserial("id", { mode: "bigint" }).primaryKey(),
+    hubspotDealId: text("hubspot_deal_id").notNull(),
+    measureName: text("measure_name").notNull(),
+    source: userDefinedDealMeasureSourceEnum("source").notNull(),
+    createdByUserId: bigint("created_by_user_id", { mode: "bigint" })
+      .notNull()
+      .references(() => user.id),
+    createdAt: timestamp("created_at", { withTimezone: true })
+      .defaultNow()
+      .notNull(),
+    pushedAt: timestamp("pushed_at", { withTimezone: true }),
+    confirmedInHubspotAt: timestamp("confirmed_in_hubspot_at", {
+      withTimezone: true,
+    }),
+    notes: text("notes"),
+  },
+  (table) => [
+    index("idx_user_defined_deal_measures_deal_id").on(table.hubspotDealId),
+    index("idx_user_defined_deal_measures_source").on(table.source),
+  ],
+);
+
+export type UserDefinedDealMeasure = InferModel<
+  typeof userDefinedDealMeasures,
+  "select"
+>;
diff --git a/src/app/lib/bulkApprove.test.ts b/src/app/lib/bulkApprove.test.ts
new file mode 100644
index 0000000..81f034b
--- /dev/null
+++ b/src/app/lib/bulkApprove.test.ts
@@ -0,0 +1,86 @@
+import { describe, it, expect, vi } from "vitest";
+import { bulkApprove } from "./bulkApprove";
+import type { RunBulkApproveTx, SyncApprovalsForDeals } from "./bulkApprove";
+
+const noopSync: SyncApprovalsForDeals = async () => ({ ok: true });
+
+function makeSuccessTx(approvedByDeal: Record<string, string[]> = {}): RunBulkApproveTx {
+  return async ({ changes }) => {
+    const dealIds = [...new Set(changes.map((c) => c.hubspotDealId))];
+    const result: Record<string, string[]> = {};
+    for (const id of dealIds) {
+      result[id] = approvedByDeal[id] ?? [];
+    }
+    return { approvedMeasuresByDeal: result };
+  };
+}
+
+describe("bulkApprove", () => {
+  it("returns ok:false when changes array is empty", async () => {
+    const result = await bulkApprove({
+      changes: [],
+      userId: 1n,
+      deps: { runBulkApproveTx: makeSuccessTx(), syncApprovals: noopSync },
+    });
+    expect(result).toEqual({ ok: false, error: "changes must not be empty" });
+  });
+
+  it("calls tx with all changes and returns ok:true on success", async () => {
+    const txSpy = vi.fn(makeSuccessTx({ "deal-1": ["Loft insulation"] }));
+    const result = await bulkApprove({
+      changes: [{ hubspotDealId: "deal-1", measureName: "Loft insulation", approved: true }],
+      userId: 1n,
+      deps: { runBulkApproveTx: txSpy, syncApprovals: noopSync },
+    });
+    expect(result.ok).toBe(true);
+    expect(txSpy).toHaveBeenCalledOnce();
+    expect(txSpy.mock.calls[0][0].changes).toHaveLength(1);
+  });
+
+  it("returns ok:false when tx throws (atomic rollback)", async () => {
+    const failingTx: RunBulkApproveTx = async () => {
+      throw new Error("DB constraint violated");
+    };
+    const result = await bulkApprove({
+      changes: [{ hubspotDealId: "deal-1", measureName: "CWI", approved: true }],
+      userId: 1n,
+      deps: { runBulkApproveTx: failingTx, syncApprovals: noopSync },
+    });
+    expect(result).toMatchObject({ ok: false, error: "DB constraint violated" });
+  });
+
+  it("returns ok:true with hubspotSync:'failed' when HubSpot sync fails", async () => {
+    const failingSync: SyncApprovalsForDeals = async () => ({
+      ok: false,
+      error: "HubSpot timeout",
+    });
+    const result = await bulkApprove({
+      changes: [{ hubspotDealId: "deal-1", measureName: "CWI", approved: true }],
+      userId: 1n,
+      deps: { runBulkApproveTx: makeSuccessTx(), syncApprovals: failingSync },
+    });
+    expect(result).toMatchObject({ ok: true, hubspotSync: "failed", hubspotError: "HubSpot timeout" });
+  });
+
+  it("calls sync once per affected deal", async () => {
+    const syncSpy = vi.fn(noopSync);
+    await bulkApprove({
+      changes: [
+        { hubspotDealId: "deal-1", measureName: "CWI", approved: true },
+        { hubspotDealId: "deal-2", measureName: "ASHP", approved: true },
+        { hubspotDealId: "deal-1", measureName: "EWI", approved: true },
+      ],
+      userId: 1n,
+      deps: {
+        runBulkApproveTx: makeSuccessTx({
+          "deal-1": ["CWI", "EWI"],
+          "deal-2": ["ASHP"],
+        }),
+        syncApprovals: syncSpy,
+      },
+    });
+    expect(syncSpy).toHaveBeenCalledOnce();
+    const call = syncSpy.mock.calls[0][0];
+    expect(Object.keys(call.approvedMeasuresByDeal).sort()).toEqual(["deal-1", "deal-2"]);
+  });
+});
diff --git a/src/app/lib/bulkApprove.ts b/src/app/lib/bulkApprove.ts
new file mode 100644
index 0000000..7d925c5
--- /dev/null
+++ b/src/app/lib/bulkApprove.ts
@@ -0,0 +1,156 @@
+import { db } from "@/app/db/db";
+import { and, eq, inArray } from "drizzle-orm";
+import {
+  dealMeasureApprovals,
+  dealMeasureApprovalEvents,
+} from "@/app/db/schema/approvals";
+import { user } from "@/app/db/schema/users";
+import {
+  syncMeasureApprovalsToHubSpot,
+  syncMeasuresFieldToHubSpot,
+} from "@/app/lib/hubspot/dealSync";
+import { APPROVED_MEASURES_PROP } from "@/app/lib/instructMeasure";
+
+export interface BulkApproveChange {
+  hubspotDealId: string;
+  measureName: string;
+  approved: boolean;
+}
+
+export interface BulkApproveTxResult {
+  approvedMeasuresByDeal: Record<string, string[]>;
+}
+
+export type RunBulkApproveTx = (params: {
+  changes: BulkApproveChange[];
+  userId: bigint;
+}) => Promise<BulkApproveTxResult>;
+
+export type SyncApprovalsForDeals = (params: {
+  approvedMeasuresByDeal: Record<string, string[]>;
+  actedByEmail: string;
+  actedAt: Date;
+}) => Promise<{ ok: true } | { ok: false; error: string }>;
+
+export type BulkApproveResult =
+  | { ok: true; hubspotSync: "ok" | "failed"; hubspotError?: string }
+  | { ok: false; error: string };
+
+export interface BulkApproveInput {
+  changes: BulkApproveChange[];
+  userId: bigint;
+  actedByEmail?: string;
+  deps?: {
+    runBulkApproveTx?: RunBulkApproveTx;
+    syncApprovals?: SyncApprovalsForDeals;
+  };
+}
+
+const defaultRunBulkApproveTx: RunBulkApproveTx = async ({ changes, userId }) => {
+  return db.transaction(async (tx) => {
+    const now = new Date();
+
+    for (const change of changes) {
+      await tx
+        .insert(dealMeasureApprovals)
+        .values({
+          hubspotDealId: change.hubspotDealId,
+          measureName: change.measureName,
+          isApproved: change.approved,
+          approvedBy: userId,
+          approvedAt: now,
+        })
+        .onConflictDoUpdate({
+          target: [dealMeasureApprovals.hubspotDealId, dealMeasureApprovals.measureName],
+          set: { isApproved: change.approved, approvedBy: userId, approvedAt: now },
+        });
+
+      await tx.insert(dealMeasureApprovalEvents).values({
+        hubspotDealId: change.hubspotDealId,
+        measureName: change.measureName,
+        action: change.approved ? "approved" : "unapproved",
+        actedBy: userId,
+        actedAt: now,
+      });
+    }
+
+    const dealIds = [...new Set(changes.map((c) => c.hubspotDealId))];
+    const approvalRows = await tx
+      .select({
+        hubspotDealId: dealMeasureApprovals.hubspotDealId,
+        measureName: dealMeasureApprovals.measureName,
+      })
+      .from(dealMeasureApprovals)
+      .where(
+        and(
+          inArray(dealMeasureApprovals.hubspotDealId, dealIds),
+          eq(dealMeasureApprovals.isApproved, true),
+        ),
+      );
+
+    const approvedMeasuresByDeal: Record<string, string[]> = {};
+    for (const row of approvalRows) {
+      (approvedMeasuresByDeal[row.hubspotDealId] ??= []).push(row.measureName);
+    }
+    return { approvedMeasuresByDeal };
+  });
+};
+
+const defaultSyncApprovals: SyncApprovalsForDeals = async ({
+  approvedMeasuresByDeal,
+  actedByEmail,
+  actedAt,
+}) => {
+  const dealIds = Object.keys(approvedMeasuresByDeal);
+  for (const dealId of dealIds) {
+    const measures = approvedMeasuresByDeal[dealId] ?? [];
+
+    void syncMeasureApprovalsToHubSpot({
+      hubspotDealId: dealId,
+      approvedMeasures: measures.map((m) => ({ measureName: m, approvedByEmail: actedByEmail })),
+      actedByEmail,
+      actedAt,
+    });
+
+    const result = await syncMeasuresFieldToHubSpot({
+      hubspotDealId: dealId,
+      propName: APPROVED_MEASURES_PROP,
+      measureNames: measures,
+    });
+
+    if (!result.ok) {
+      return { ok: false, error: result.error };
+    }
+  }
+  return { ok: true };
+};
+
+export async function bulkApprove(input: BulkApproveInput): Promise<BulkApproveResult> {
+  if (input.changes.length === 0) {
+    return { ok: false, error: "changes must not be empty" };
+  }
+
+  const runTx = input.deps?.runBulkApproveTx ?? defaultRunBulkApproveTx;
+  const syncApprovals = input.deps?.syncApprovals ?? defaultSyncApprovals;
+
+  let txResult: BulkApproveTxResult;
+  try {
+    txResult = await runTx({ changes: input.changes, userId: input.userId });
+  } catch (err) {
+    const message = err instanceof Error ? err.message : "Bulk approve transaction failed";
+    console.error("[bulkApprove] transaction failed", { error: err });
+    return { ok: false, error: message };
+  }
+
+  const syncResult = await syncApprovals({
+    approvedMeasuresByDeal: txResult.approvedMeasuresByDeal,
+    actedByEmail: input.actedByEmail ?? "unknown",
+    actedAt: new Date(),
+  });
+
+  if (!syncResult.ok) {
+    return { ok: true, hubspotSync: "failed", hubspotError: syncResult.error };
+  }
+
+  return { ok: true, hubspotSync: "ok" };
+}
diff --git a/src/app/lib/bulkInstructDeals.test.ts b/src/app/lib/bulkInstructDeals.test.ts
new file mode 100644
index 0000000..db33c2f
--- /dev/null
+++ b/src/app/lib/bulkInstructDeals.test.ts
@@ -0,0 +1,94 @@
+import { describe, it, expect, vi } from "vitest";
+import { bulkInstructDeals } from "./bulkInstructDeals";
+import type { RunBulkInstructTx, SyncInstructedForDeals } from "./bulkInstructDeals";
+
+const noopSync: SyncInstructedForDeals = async () => ({ ok: true });
+
+function makeSuccessTx(): RunBulkInstructTx {
+  return async ({ deals }) => ({
+    instructedRowIds: deals.map((_, i) => BigInt(i + 1)),
+    approvedMeasuresByDeal: Object.fromEntries(
+      deals.map((d) => [d.dealId, d.measureNames]),
+    ),
+  });
+}
+
+describe("bulkInstructDeals", () => {
+  it("returns ok:false when deals array is empty", async () => {
+    const result = await bulkInstructDeals({
+      deals: [],
+      userId: 1n,
+      deps: { runBulkInstructTx: makeSuccessTx(), syncInstructed: noopSync },
+    });
+    expect(result).toEqual({ ok: false, error: "deals must not be empty" });
+  });
+
+  it("returns ok:false when a deal has empty measureNames", async () => {
+    const result = await bulkInstructDeals({
+      deals: [{ dealId: "deal-1", measureNames: [] }],
+      userId: 1n,
+      deps: { runBulkInstructTx: makeSuccessTx(), syncInstructed: noopSync },
+    });
+    expect(result).toMatchObject({ ok: false });
+  });
+
+  it("returns ok:false for unknown measure name", async () => {
+    const result = await bulkInstructDeals({
+      deals: [{ dealId: "deal-1", measureNames: ["Not A Real Measure"] }],
+      userId: 1n,
+      deps: { runBulkInstructTx: makeSuccessTx(), syncInstructed: noopSync },
+    });
+    expect(result).toMatchObject({ ok: false, error: expect.stringContaining("Unknown measure") });
+  });
+
+  it("returns ok:true when all deals succeed", async () => {
+    const result = await bulkInstructDeals({
+      deals: [
+        { dealId: "deal-1", measureNames: ["ASHP", "CWI"] },
+        { dealId: "deal-2", measureNames: ["EWI"] },
+      ],
+      userId: 1n,
+      deps: { runBulkInstructTx: makeSuccessTx(), syncInstructed: noopSync },
+    });
+    expect(result).toMatchObject({ ok: true, hubspotSync: "ok" });
+  });
+
+  it("returns ok:false when tx throws (atomic rollback)", async () => {
+    const failingTx: RunBulkInstructTx = async () => {
+      throw new Error("FK violation");
+    };
+    const result = await bulkInstructDeals({
+      deals: [{ dealId: "deal-1", measureNames: ["ASHP"] }],
+      userId: 1n,
+      deps: { runBulkInstructTx: failingTx, syncInstructed: noopSync },
+    });
+    expect(result).toMatchObject({ ok: false, error: "FK violation" });
+  });
+
+  it("returns ok:true with hubspotSync:'failed' when sync fails", async () => {
+    const failSync: SyncInstructedForDeals = async () => ({
+      ok: false,
+      error: "HubSpot rate limit",
+    });
+    const result = await bulkInstructDeals({
+      deals: [{ dealId: "deal-1", measureNames: ["ASHP"] }],
+      userId: 1n,
+      deps: { runBulkInstructTx: makeSuccessTx(), syncInstructed: failSync },
+    });
+    expect(result).toMatchObject({ ok: true, hubspotSync: "failed", hubspotError: "HubSpot rate limit" });
+  });
+
+  it("passes all deals to the tx in one call", async () => {
+    const txSpy = vi.fn(makeSuccessTx());
+    await bulkInstructDeals({
+      deals: [
+        { dealId: "deal-1", measureNames: ["ASHP"] },
+        { dealId: "deal-2", measureNames: ["CWI"] },
+      ],
+      userId: 1n,
+      deps: { runBulkInstructTx: txSpy, syncInstructed: noopSync },
+    });
+    expect(txSpy).toHaveBeenCalledOnce();
+    expect(txSpy.mock.calls[0][0].deals).toHaveLength(2);
+  });
+});
diff --git a/src/app/lib/bulkInstructDeals.ts b/src/app/lib/bulkInstructDeals.ts
new file mode 100644
index 0000000..27bf2ea
--- /dev/null
+++ b/src/app/lib/bulkInstructDeals.ts
@@ -0,0 +1,179 @@
+import { db } from "@/app/db/db";
+import { and, eq } from "drizzle-orm";
+import {
+  dealMeasureApprovals,
+  dealMeasureApprovalEvents,
+} from "@/app/db/schema/approvals";
+import { userDefinedDealMeasures } from "@/app/db/schema/user_defined_deal_measures";
+import { MEASURE_NAMES, type MeasureName } from "@/app/lib/measureDocumentRequirements";
+import { syncMeasuresFieldToHubSpot } from "@/app/lib/hubspot/dealSync";
+import {
+  INSTRUCTED_MEASURES_PROP,
+  PROPOSED_MEASURES_PROP,
+  APPROVED_MEASURES_PROP,
+} from "@/app/lib/instructMeasure";
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
+
+export interface BulkInstructDeal {
+  dealId: string;
+  measureNames: string[];
+}
+
+export interface BulkInstructTxResult {
+  instructedRowIds: bigint[];
+  approvedMeasuresByDeal: Record<string, string[]>;
+}
+
+export type RunBulkInstructTx = (params: {
+  deals: Array<{ dealId: string; measureNames: MeasureName[] }>;
+  userId: bigint;
+  notes: string | null;
+}) => Promise<BulkInstructTxResult>;
+
+export type SyncInstructedForDeals = (params: {
+  approvedMeasuresByDeal: Record<string, string[]>;
+}) => Promise<{ ok: true } | { ok: false; error: string }>;
+
+export type BulkInstructDealsResult =
+  | { ok: true; hubspotSync: "ok" | "failed"; hubspotError?: string }
+  | { ok: false; error: string };
+
+export interface BulkInstructDealsInput {
+  deals: BulkInstructDeal[];
+  userId: bigint;
+  notes?: string;
+  deps?: {
+    runBulkInstructTx?: RunBulkInstructTx;
+    syncInstructed?: SyncInstructedForDeals;
+  };
+}
+
+function isMeasureName(value: string): value is MeasureName {
+  return (MEASURE_NAMES as ReadonlyArray<string>).includes(value);
+}
+
+const defaultRunBulkInstructTx: RunBulkInstructTx = async ({ deals, userId, notes }) => {
+  return db.transaction(async (tx) => {
+    const instructedRowIds: bigint[] = [];
+    const approvedMeasuresByDeal: Record<string, string[]> = {};
+
+    for (const { dealId, measureNames } of deals) {
+      for (const measureName of measureNames) {
+        const inserted = await tx
+          .insert(userDefinedDealMeasures)
+          .values({ hubspotDealId: dealId, measureName, source: "instructed", createdByUserId: userId, notes })
+          .returning({ id: userDefinedDealMeasures.id });
+
+        const rowId = inserted[0]?.id;
+        if (!rowId) throw new Error(`Failed to insert instructed measure row for deal ${dealId}`);
+        instructedRowIds.push(rowId);
+
+        await tx
+          .insert(dealMeasureApprovals)
+          .values({ hubspotDealId: dealId, measureName, isApproved: true, approvedBy: userId })
+          .onConflictDoUpdate({
+            target: [dealMeasureApprovals.hubspotDealId, dealMeasureApprovals.measureName],
+            set: { isApproved: true, approvedBy: userId, approvedAt: new Date() },
+          });
+
+        await tx.insert(dealMeasureApprovalEvents).values({
+          hubspotDealId: dealId,
+          measureName,
+          action: "approved",
+          actedBy: userId,
+        });
+      }
+
+      const approvalRows = await tx
+        .select({ measureName: dealMeasureApprovals.measureName })
+        .from(dealMeasureApprovals)
+        .where(
+          and(
+            eq(dealMeasureApprovals.hubspotDealId, dealId),
+            eq(dealMeasureApprovals.isApproved, true),
+          ),
+        );
+      approvedMeasuresByDeal[dealId] = approvalRows.map((r) => r.measureName);
+    }
+
+    return { instructedRowIds, approvedMeasuresByDeal };
+  });
+};
+
+const defaultSyncInstructed: SyncInstructedForDeals = async ({ approvedMeasuresByDeal }) => {
+  for (const [dealId, measures] of Object.entries(approvedMeasuresByDeal)) {
+    const instructedRows = await db
+      .select({ measureName: userDefinedDealMeasures.measureName })
+      .from(userDefinedDealMeasures)
+      .where(
+        and(
+          eq(userDefinedDealMeasures.hubspotDealId, dealId),
+          eq(userDefinedDealMeasures.source, "instructed"),
+        ),
+      );
+    const allInstructed = instructedRows.map((r) => r.measureName);
+
+    const dealRow = await db
+      .select({ proposedMeasures: hubspotDealData.proposedMeasures })
+      .from(hubspotDealData)
+      .where(eq(hubspotDealData.dealId, dealId))
+      .limit(1);
+    const existing = parseMeasures(dealRow[0]?.proposedMeasures ?? null);
+    const mergedProposed = [...new Set([...existing, ...allInstructed])];
+
+    const r1 = await syncMeasuresFieldToHubSpot({ hubspotDealId: dealId, propName: INSTRUCTED_MEASURES_PROP, measureNames: allInstructed });
+    if (!r1.ok) return { ok: false, error: r1.error };
+
+    const r2 = await syncMeasuresFieldToHubSpot({ hubspotDealId: dealId, propName: PROPOSED_MEASURES_PROP, measureNames: mergedProposed });
+    if (!r2.ok) return { ok: false, error: r2.error };
+
+    const r3 = await syncMeasuresFieldToHubSpot({ hubspotDealId: dealId, propName: APPROVED_MEASURES_PROP, measureNames: measures });
+    if (!r3.ok) return { ok: false, error: r3.error };
+  }
+  return { ok: true };
+};
+
+export async function bulkInstructDeals(
+  input: BulkInstructDealsInput,
+): Promise<BulkInstructDealsResult> {
+  if (input.deals.length === 0) {
+    return { ok: false, error: "deals must not be empty" };
+  }
+
+  for (const { measureNames } of input.deals) {
+    if (measureNames.length === 0) {
+      return { ok: false, error: "each deal must have at least one measureName" };
+    }
+    for (const name of measureNames) {
+      if (!isMeasureName(name.trim())) {
+        return { ok: false, error: `Unknown measure: ${name}` };
+      }
+    }
+  }
+
+  const validatedDeals = input.deals.map((d) => ({
+    dealId: d.dealId,
+    measureNames: d.measureNames.map((m) => m.trim() as MeasureName),
+  }));
+
+  const runTx = input.deps?.runBulkInstructTx ?? defaultRunBulkInstructTx;
+  const syncInstructed = input.deps?.syncInstructed ?? defaultSyncInstructed;
+
+  let txResult: BulkInstructTxResult;
+  try {
+    txResult = await runTx({ deals: validatedDeals, userId: input.userId, notes: input.notes ?? null });
+  } catch (err) {
+    const message = err instanceof Error ? err.message : "Bulk instruct transaction failed";
+    console.error("[bulkInstructDeals] transaction failed", { error: err });
+    return { ok: false, error: message };
+  }
+
+  const syncResult = await syncInstructed({ approvedMeasuresByDeal: txResult.approvedMeasuresByDeal });
+
+  if (!syncResult.ok) {
+    return { ok: true, hubspotSync: "failed", hubspotError: syncResult.error };
+  }
+
+  return { ok: true, hubspotSync: "ok" };
+}
diff --git a/src/app/lib/createPibiRequests.test.ts b/src/app/lib/createPibiRequests.test.ts
new file mode 100644
index 0000000..24e230b
--- /dev/null
+++ b/src/app/lib/createPibiRequests.test.ts
@@ -0,0 +1,151 @@
+import { describe, expect, it, vi } from "vitest";
+import { createPibiRequests, PIBI_ORDERED_TEXT_PROP } from "./createPibiRequests";
+import type { RunCreatePibiTx, SyncMeasuresField, StampPushedAt } from "./createPibiRequests";
+
+function makeDeps(overrides?: {
+  txResult?: { insertedRowIds: bigint[]; allMeasureNames: string[] };
+  txError?: Error;
+  syncResult?: { ok: true } | { ok: false; error: string };
+  stampError?: Error;
+}) {
+  const txResult = overrides?.txResult ?? {
+    insertedRowIds: [1n, 2n],
+    allMeasureNames: ["CWI", "Loft insulation"],
+  };
+
+  const runCreateTx: RunCreatePibiTx = vi.fn(async () => {
+    if (overrides?.txError) throw overrides.txError;
+    return txResult;
+  });
+
+  const syncMeasuresField: SyncMeasuresField = vi.fn(async () => {
+    return overrides?.syncResult ?? ({ ok: true } as const);
+  });
+
+  const stampPushedAt: StampPushedAt = vi.fn(async () => {
+    if (overrides?.stampError) throw overrides.stampError;
+  });
+
+  return { runCreateTx, syncMeasuresField, stampPushedAt };
+}
+
+describe("createPibiRequests — happy path", () => {
+  it("inserts rows, syncs all deal measures to HubSpot, stamps pushed_at", async () => {
+    const orderedAt = new Date("2026-05-06T10:00:00Z");
+    const deps = makeDeps({
+      txResult: { insertedRowIds: [10n, 11n], allMeasureNames: ["CWI", "Loft insulation"] },
+    });
+
+    const result = await createPibiRequests({
+      dealId: "deal-1",
+      portfolioId: 42n,
+      measureNames: ["CWI", "Loft insulation"],
+      orderedAt,
+      userId: 5n,
+      deps,
+    });
+
+    expect(result).toMatchObject({
+      ok: true,
+      insertedRowIds: [10n, 11n],
+      hubspotSync: "ok",
+    });
+
+    expect(deps.runCreateTx).toHaveBeenCalledWith({
+      dealId: "deal-1",
+      portfolioId: 42n,
+      measureNames: ["CWI", "Loft insulation"],
+      orderedAt,
+      userId: 5n,
+    });
+
+    expect(deps.syncMeasuresField).toHaveBeenCalledWith({
+      hubspotDealId: "deal-1",
+      propName: PIBI_ORDERED_TEXT_PROP,
+      measureNames: ["CWI", "Loft insulation"],
+    });
+
+    expect(deps.stampPushedAt).toHaveBeenCalledWith([10n, 11n]);
+  });
+
+  it("uses now() when orderedAt is omitted", async () => {
+    const before = new Date();
+    const deps = makeDeps();
+
+    await createPibiRequests({
+      dealId: "deal-2",
+      portfolioId: 1n,
+      measureNames: ["ASHP"],
+      userId: 1n,
+      deps,
+    });
+
+    const callArg = (deps.runCreateTx as ReturnType<typeof vi.fn>).mock.calls[0][0] as {
+      orderedAt: Date;
+    };
+    expect(callArg.orderedAt.getTime()).toBeGreaterThanOrEqual(before.getTime());
+  });
+});
+
+describe("createPibiRequests — validation", () => {
+  it("returns ok=false immediately when measureNames is empty", async () => {
+    const deps = makeDeps();
+
+    const result = await createPibiRequests({
+      dealId: "deal-3",
+      portfolioId: 1n,
+      measureNames: [],
+      userId: 1n,
+      deps,
+    });
+
+    expect(result).toEqual({ ok: false, error: "measureNames must not be empty" });
+    expect(deps.runCreateTx).not.toHaveBeenCalled();
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+  });
+});
+
+describe("createPibiRequests — DB failure", () => {
+  it("returns ok=false, skips HubSpot when tx throws", async () => {
+    const deps = makeDeps({ txError: new Error("insert failed") });
+
+    const result = await createPibiRequests({
+      dealId: "deal-x",
+      portfolioId: 1n,
+      measureNames: ["EWI"],
+      userId: 1n,
+      deps,
+    });
+
+    expect(result).toEqual({ ok: false, error: "insert failed" });
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+});
+
+describe("createPibiRequests — HubSpot failure", () => {
+  it("returns ok=true with hubspotSync=failed, does NOT stamp pushed_at", async () => {
+    const deps = makeDeps({
+      txResult: { insertedRowIds: [20n], allMeasureNames: ["Solar PV"] },
+      syncResult: { ok: false, error: "hubspot 503" },
+    });
+
+    const result = await createPibiRequests({
+      dealId: "deal-h",
+      portfolioId: 1n,
+      measureNames: ["Solar PV"],
+      userId: 2n,
+      deps,
+    });
+
+    expect(result).toMatchObject({
+      ok: true,
+      insertedRowIds: [20n],
+      hubspotSync: "failed",
+      hubspotError: "hubspot 503",
+    });
+
+    expect(deps.runCreateTx).toHaveBeenCalledTimes(1);
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+});
diff --git a/src/app/lib/createPibiRequests.ts b/src/app/lib/createPibiRequests.ts
new file mode 100644
index 0000000..b6a95d8
--- /dev/null
+++ b/src/app/lib/createPibiRequests.ts
@@ -0,0 +1,160 @@
+import { db } from "@/app/db/db";
+import { pibiRequests } from "@/app/db/schema/pibi_requests";
+import { eq } from "drizzle-orm";
+import { syncMeasuresFieldToHubSpot as defaultSyncMeasuresField } from "@/app/lib/hubspot/dealSync";
+
+export const PIBI_ORDERED_TEXT_PROP = "measures_for_pibi_ordered_text";
+
+// ---------------------------------------------------------------------------
+// Injectable dep types
+// ---------------------------------------------------------------------------
+
+export type RunCreatePibiTx = (params: {
+  dealId: string;
+  portfolioId: bigint;
+  measureNames: string[];
+  orderedAt: Date;
+  userId: bigint;
+}) => Promise<{ insertedRowIds: bigint[]; allMeasureNames: string[] }>;
+
+export type SyncMeasuresField = typeof defaultSyncMeasuresField;
+
+export type StampPushedAt = (rowIds: bigint[]) => Promise<void>;
+
+// ---------------------------------------------------------------------------
+// Result type
+// ---------------------------------------------------------------------------
+
+export type CreatePibiRequestsResult =
+  | {
+      ok: true;
+      insertedRowIds: bigint[];
+      hubspotSync: "ok" | "failed";
+      hubspotError?: string;
+    }
+  | { ok: false; error: string };
+
+// ---------------------------------------------------------------------------
+// Input
+// ---------------------------------------------------------------------------
+
+export interface CreatePibiRequestsInput {
+  dealId: string;
+  portfolioId: bigint;
+  measureNames: string[];
+  /** Defaults to now() when omitted. */
+  orderedAt?: Date;
+  userId: bigint;
+  deps?: {
+    runCreateTx?: RunCreatePibiTx;
+    syncMeasuresField?: SyncMeasuresField;
+    stampPushedAt?: StampPushedAt;
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Default DB-backed implementations
+// ---------------------------------------------------------------------------
+
+const defaultRunCreateTx: RunCreatePibiTx = async ({
+  dealId,
+  portfolioId,
+  measureNames,
+  orderedAt,
+  userId,
+}) => {
+  return await db.transaction(async (tx) => {
+    const inserted = await tx
+      .insert(pibiRequests)
+      .values(
+        measureNames.map((measureName) => ({
+          hubspotDealId: dealId,
+          portfolioId,
+          measureName,
+          orderedAt,
+          createdByUserId: userId,
+        })),
+      )
+      .returning({ id: pibiRequests.id });
+
+    const allRows = await tx
+      .select({ measureName: pibiRequests.measureName })
+      .from(pibiRequests)
+      .where(eq(pibiRequests.hubspotDealId, dealId));
+
+    return {
+      insertedRowIds: inserted.map((r) => r.id),
+      allMeasureNames: allRows.map((r) => r.measureName),
+    };
+  });
+};
+
+const defaultStampPushedAt: StampPushedAt = async (rowIds) => {
+  if (rowIds.length === 0) return;
+  for (const rowId of rowIds) {
+    await db
+      .update(pibiRequests)
+      .set({ pushedAt: new Date() })
+      .where(eq(pibiRequests.id, rowId));
+  }
+};
+
+// ---------------------------------------------------------------------------
+// Service entry-point
+// ---------------------------------------------------------------------------
+
+export async function createPibiRequests(
+  input: CreatePibiRequestsInput,
+): Promise<CreatePibiRequestsResult> {
+  if (input.measureNames.length === 0) {
+    return { ok: false, error: "measureNames must not be empty" };
+  }
+
+  const runCreateTx = input.deps?.runCreateTx ?? defaultRunCreateTx;
+  const syncMeasuresField = input.deps?.syncMeasuresField ?? defaultSyncMeasuresField;
+  const stampPushedAt = input.deps?.stampPushedAt ?? defaultStampPushedAt;
+  const orderedAt = input.orderedAt ?? new Date();
+
+  let txResult: { insertedRowIds: bigint[]; allMeasureNames: string[] };
+  try {
+    txResult = await runCreateTx({
+      dealId: input.dealId,
+      portfolioId: input.portfolioId,
+      measureNames: input.measureNames,
+      orderedAt,
+      userId: input.userId,
+    });
+  } catch (err) {
+    const message = err instanceof Error ? err.message : "Failed to create PIBI requests";
+    return { ok: false, error: message };
+  }
+
+  const syncResult = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: PIBI_ORDERED_TEXT_PROP,
+    measureNames: txResult.allMeasureNames,
+  });
+
+  if (syncResult.ok) {
+    try {
+      await stampPushedAt(txResult.insertedRowIds);
+    } catch (err) {
+      console.error("[createPibiRequests] failed to stamp pushed_at", {
+        rowIds: txResult.insertedRowIds.map(String),
+        error: err,
+      });
+    }
+    return {
+      ok: true,
+      insertedRowIds: txResult.insertedRowIds,
+      hubspotSync: "ok",
+    };
+  }
+
+  return {
+    ok: true,
+    insertedRowIds: txResult.insertedRowIds,
+    hubspotSync: "failed",
+    hubspotError: syncResult.error,
+  };
+}
diff --git a/src/app/lib/dealPropertyUpdate.test.ts b/src/app/lib/dealPropertyUpdate.test.ts
new file mode 100644
index 0000000..4c2b34c
--- /dev/null
+++ b/src/app/lib/dealPropertyUpdate.test.ts
@@ -0,0 +1,478 @@
+import { describe, expect, it, vi } from "vitest";
+import {
+  applyDealPropertyUpdate,
+  DEAL_PROPERTY_FIELDS,
+  isDealPropertyField,
+  roleAllowedForField,
+} from "./dealPropertyUpdate";
+
+describe("DEAL_PROPERTY_FIELDS registry", () => {
+  it("exposes the two PIBI date fields with write-or-above permissions", () => {
+    expect(isDealPropertyField("pibi_order_date")).toBe(true);
+    expect(isDealPropertyField("pibi_completed_date")).toBe(true);
+    expect(roleAllowedForField("pibi_order_date", "read")).toBe(false);
+    expect(roleAllowedForField("pibi_order_date", "write")).toBe(true);
+    expect(roleAllowedForField("pibi_order_date", "admin")).toBe(true);
+    expect(roleAllowedForField("pibi_order_date", "creator")).toBe(true);
+    expect(roleAllowedForField("pibi_completed_date", "read")).toBe(false);
+    expect(roleAllowedForField("pibi_completed_date", "write")).toBe(true);
+  });
+
+  it("exposes the halted fields gated on the approver capability", () => {
+    expect(isDealPropertyField("property_halted_date")).toBe(true);
+    expect(isDealPropertyField("property_halted_reason")).toBe(true);
+    // Plain roles — even the most permissive — never satisfy the approver
+    // gate on their own.
+    for (const role of ["read", "write", "admin", "creator"]) {
+      expect(roleAllowedForField("property_halted_date", role)).toBe(false);
+      expect(roleAllowedForField("property_halted_reason", role)).toBe(false);
+    }
+    // Capability list grants access regardless of role tier.
+    expect(
+      roleAllowedForField("property_halted_date", "read", ["approver"]),
+    ).toBe(true);
+    expect(
+      roleAllowedForField("property_halted_reason", "write", ["approver"]),
+    ).toBe(true);
+    // Other capabilities should not unlock the field.
+    expect(
+      roleAllowedForField("property_halted_date", "write", ["contractor"]),
+    ).toBe(false);
+  });
+
+  it("exposes the domna survey fields gated on the approver capability", () => {
+    expect(isDealPropertyField("domna_survey_type")).toBe(true);
+    expect(isDealPropertyField("domna_survey_date")).toBe(true);
+    // Plain roles never satisfy the approver gate on their own.
+    for (const role of ["read", "write", "admin", "creator"]) {
+      expect(roleAllowedForField("domna_survey_type", role)).toBe(false);
+      expect(roleAllowedForField("domna_survey_date", role)).toBe(false);
+    }
+    // Approver capability unlocks both.
+    expect(
+      roleAllowedForField("domna_survey_type", "read", ["approver"]),
+    ).toBe(true);
+    expect(
+      roleAllowedForField("domna_survey_date", "read", ["approver"]),
+    ).toBe(true);
+    // Other capabilities do not unlock the fields.
+    expect(
+      roleAllowedForField("domna_survey_type", "write", ["contractor"]),
+    ).toBe(false);
+  });
+
+  it("maps each registered field to the matching HubSpot property", () => {
+    expect(DEAL_PROPERTY_FIELDS.pibi_order_date.hubspotProperty).toBe(
+      "pibi_order_date",
+    );
+    expect(DEAL_PROPERTY_FIELDS.pibi_completed_date.hubspotProperty).toBe(
+      "pibi_completed_date",
+    );
+    expect(DEAL_PROPERTY_FIELDS.property_halted_date.hubspotProperty).toBe(
+      "property_halted_date",
+    );
+    expect(DEAL_PROPERTY_FIELDS.property_halted_reason.hubspotProperty).toBe(
+      "property_halted_reason",
+    );
+    expect(DEAL_PROPERTY_FIELDS.domna_survey_type.hubspotProperty).toBe(
+      "osmosis_survey_required",
+    );
+    expect(DEAL_PROPERTY_FIELDS.domna_survey_date.hubspotProperty).toBe(
+      "osmosis_survey_date",
+    );
+  });
+
+  it("rejects unknown fields", () => {
+    expect(isDealPropertyField("not_a_field")).toBe(false);
+  });
+});
+
+describe("applyDealPropertyUpdate", () => {
+  it("rejects non-whitelisted fields without writing or syncing", async () => {
+    const updateDb = vi.fn();
+    const pushHubspot = vi.fn();
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-1",
+      fields: { unknown_field: "x" },
+      role: "write",
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.unknown_field).toEqual({
+      ok: false,
+      error: "Field not editable",
+    });
+    expect(out.hubspotSync).toBe("skipped");
+    expect(updateDb).not.toHaveBeenCalled();
+    expect(pushHubspot).not.toHaveBeenCalled();
+  });
+
+  it("rejects PIBI fields when the user role is read", async () => {
+    const updateDb = vi.fn();
+    const pushHubspot = vi.fn();
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-1",
+      fields: { pibi_order_date: "2025-01-15" },
+      role: "read",
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.pibi_order_date).toEqual({
+      ok: false,
+      error: "Insufficient permissions",
+    });
+    expect(out.hubspotSync).toBe("skipped");
+    expect(updateDb).not.toHaveBeenCalled();
+    expect(pushHubspot).not.toHaveBeenCalled();
+  });
+
+  it("rejects values that fail validation", async () => {
+    const updateDb = vi.fn();
+    const pushHubspot = vi.fn();
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-1",
+      fields: { pibi_order_date: "not-a-real-date" },
+      role: "write",
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.pibi_order_date.ok).toBe(false);
+    expect(out.hubspotSync).toBe("skipped");
+    expect(updateDb).not.toHaveBeenCalled();
+    expect(pushHubspot).not.toHaveBeenCalled();
+  });
+
+  it("persists valid fields to the DB and pushes them to HubSpot", async () => {
+    const updateDb = vi.fn().mockResolvedValue(undefined);
+    const pushHubspot = vi.fn().mockResolvedValue({ ok: true });
+    const orderIso = "2025-03-12T00:00:00.000Z";
+    const completedIso = "2025-04-02T00:00:00.000Z";
+
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-42",
+      fields: {
+        pibi_order_date: orderIso,
+        pibi_completed_date: completedIso,
+      },
+      role: "write",
+      deps: { updateDb, pushHubspot },
+    });
+
+    expect(out.results.pibi_order_date).toEqual({ ok: true });
+    expect(out.results.pibi_completed_date).toEqual({ ok: true });
+    expect(out.hubspotSync).toBe("ok");
+
+    expect(updateDb).toHaveBeenCalledTimes(1);
+    const [dealIdArg, valuesArg] = updateDb.mock.calls[0];
+    expect(dealIdArg).toBe("deal-42");
+    expect(valuesArg.pibiOrderDate).toBeInstanceOf(Date);
+    expect((valuesArg.pibiOrderDate as Date).toISOString()).toBe(orderIso);
+    expect((valuesArg.pibiCompletedDate as Date).toISOString()).toBe(
+      completedIso,
+    );
+
+    expect(pushHubspot).toHaveBeenCalledTimes(1);
+    const pushArg = pushHubspot.mock.calls[0][0];
+    expect(pushArg.hubspotDealId).toBe("deal-42");
+    // HubSpot expects epoch milliseconds as strings for date properties.
+    expect(pushArg.properties.pibi_order_date).toBe(
+      String(new Date(orderIso).getTime()),
+    );
+    expect(pushArg.properties.pibi_completed_date).toBe(
+      String(new Date(completedIso).getTime()),
+    );
+  });
+
+  it("clears a date when null is supplied (sends empty string to HubSpot)", async () => {
+    const updateDb = vi.fn().mockResolvedValue(undefined);
+    const pushHubspot = vi.fn().mockResolvedValue({ ok: true });
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-7",
+      fields: { pibi_order_date: null },
+      role: "admin",
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.pibi_order_date).toEqual({ ok: true });
+    expect(out.hubspotSync).toBe("ok");
+    expect(updateDb.mock.calls[0][1].pibiOrderDate).toBeNull();
+    expect(pushHubspot.mock.calls[0][0].properties.pibi_order_date).toBe("");
+  });
+
+  it("rejects halted fields when the caller lacks approver capability", async () => {
+    const updateDb = vi.fn();
+    const pushHubspot = vi.fn();
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-h1",
+      fields: {
+        property_halted_date: "2025-06-01T00:00:00.000Z",
+        property_halted_reason: "Awaiting access",
+      },
+      // Even creator role alone is not enough — capability is orthogonal.
+      role: "creator",
+      capabilities: [],
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.property_halted_date).toEqual({
+      ok: false,
+      error: "Insufficient permissions",
+    });
+    expect(out.results.property_halted_reason).toEqual({
+      ok: false,
+      error: "Insufficient permissions",
+    });
+    expect(out.hubspotSync).toBe("skipped");
+    expect(updateDb).not.toHaveBeenCalled();
+    expect(pushHubspot).not.toHaveBeenCalled();
+  });
+
+  it("persists halted date + reason for an approver and pushes them to HubSpot", async () => {
+    const updateDb = vi.fn().mockResolvedValue(undefined);
+    const pushHubspot = vi.fn().mockResolvedValue({ ok: true });
+    const haltedIso = "2025-06-01T00:00:00.000Z";
+    const reason = "Awaiting roof access";
+
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-h2",
+      fields: {
+        property_halted_date: haltedIso,
+        property_halted_reason: reason,
+      },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb, pushHubspot },
+    });
+
+    expect(out.results.property_halted_date).toEqual({ ok: true });
+    expect(out.results.property_halted_reason).toEqual({ ok: true });
+    expect(out.hubspotSync).toBe("ok");
+
+    const dbValues = updateDb.mock.calls[0][1];
+    expect(dbValues.propertyHaltedDate).toBeInstanceOf(Date);
+    expect((dbValues.propertyHaltedDate as Date).toISOString()).toBe(haltedIso);
+    expect(dbValues.propertyHaltedReason).toBe(reason);
+
+    const props = pushHubspot.mock.calls[0][0].properties;
+    expect(props.property_halted_date).toBe(
+      String(new Date(haltedIso).getTime()),
+    );
+    expect(props.property_halted_reason).toBe(reason);
+  });
+
+  it("validates the halted date format", async () => {
+    const updateDb = vi.fn();
+    const pushHubspot = vi.fn();
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-h3",
+      fields: { property_halted_date: "definitely-not-a-date" },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.property_halted_date.ok).toBe(false);
+    expect(updateDb).not.toHaveBeenCalled();
+    expect(pushHubspot).not.toHaveBeenCalled();
+  });
+
+  it("collapses an empty halted reason to null on save", async () => {
+    const updateDb = vi.fn().mockResolvedValue(undefined);
+    const pushHubspot = vi.fn().mockResolvedValue({ ok: true });
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-h4",
+      fields: { property_halted_reason: "" },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.property_halted_reason).toEqual({ ok: true });
+    expect(updateDb.mock.calls[0][1].propertyHaltedReason).toBeNull();
+    expect(pushHubspot.mock.calls[0][0].properties.property_halted_reason).toBe(
+      "",
+    );
+  });
+
+  it("resume clears the halted date and leaves the reason untouched in DB + HubSpot payload", async () => {
+    const updateDb = vi.fn().mockResolvedValue(undefined);
+    const pushHubspot = vi.fn().mockResolvedValue({ ok: true });
+    // The drawer's "Resume" action only sends `property_halted_date: null`.
+    // The reason field is omitted entirely so the existing value is
+    // preserved.
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-h5",
+      fields: { property_halted_date: null },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.property_halted_date).toEqual({ ok: true });
+    expect(out.results.property_halted_reason).toBeUndefined();
+    expect(out.hubspotSync).toBe("ok");
+
+    const dbValues = updateDb.mock.calls[0][1];
+    expect(dbValues.propertyHaltedDate).toBeNull();
+    // No reason key at all → reason column not touched.
+    expect("propertyHaltedReason" in dbValues).toBe(false);
+
+    const props = pushHubspot.mock.calls[0][0].properties;
+    expect(props.property_halted_date).toBe("");
+    // No reason key in the HubSpot payload → reason not pushed.
+    expect("property_halted_reason" in props).toBe(false);
+  });
+
+  it("rejects domna fields when the caller lacks approver capability", async () => {
+    const updateDb = vi.fn();
+    const pushHubspot = vi.fn();
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-d1",
+      fields: {
+        domna_survey_type: "Standard",
+        domna_survey_date: "2025-07-15T00:00:00.000Z",
+      },
+      // Even creator role alone is not enough — capability is orthogonal.
+      role: "creator",
+      capabilities: [],
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.domna_survey_type).toEqual({
+      ok: false,
+      error: "Insufficient permissions",
+    });
+    expect(out.results.domna_survey_date).toEqual({
+      ok: false,
+      error: "Insufficient permissions",
+    });
+    expect(out.hubspotSync).toBe("skipped");
+    expect(updateDb).not.toHaveBeenCalled();
+    expect(pushHubspot).not.toHaveBeenCalled();
+  });
+
+  it("persists domna survey type + date for an approver and pushes them to HubSpot", async () => {
+    const updateDb = vi.fn().mockResolvedValue(undefined);
+    const pushHubspot = vi.fn().mockResolvedValue({ ok: true });
+    const surveyType = "Detailed";
+    const surveyIso = "2025-07-15T00:00:00.000Z";
+
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-d2",
+      fields: {
+        domna_survey_type: surveyType,
+        domna_survey_date: surveyIso,
+      },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb, pushHubspot },
+    });
+
+    expect(out.results.domna_survey_type).toEqual({ ok: true });
+    expect(out.results.domna_survey_date).toEqual({ ok: true });
+    expect(out.hubspotSync).toBe("ok");
+
+    const dbValues = updateDb.mock.calls[0][1];
+    expect(dbValues.domnaSurveyType).toBe(surveyType);
+    expect(dbValues.domnaSurveyDate).toBeInstanceOf(Date);
+    expect((dbValues.domnaSurveyDate as Date).toISOString()).toBe(surveyIso);
+
+    const props = pushHubspot.mock.calls[0][0].properties;
+    expect(props.osmosis_survey_required).toBe(surveyType);
+    expect(props.osmosis_survey_date).toBe(
+      String(new Date(surveyIso).getTime()),
+    );
+  });
+
+  it("validates the domna survey date format", async () => {
+    const updateDb = vi.fn();
+    const pushHubspot = vi.fn();
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-d3",
+      fields: { domna_survey_date: "definitely-not-a-date" },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.domna_survey_date.ok).toBe(false);
+    expect(updateDb).not.toHaveBeenCalled();
+    expect(pushHubspot).not.toHaveBeenCalled();
+  });
+
+  it("lets domna survey type and date be settable independently", async () => {
+    // Setting only the type — date column is untouched.
+    const updateDbType = vi.fn().mockResolvedValue(undefined);
+    const pushHubspotType = vi.fn().mockResolvedValue({ ok: true });
+    const outType = await applyDealPropertyUpdate({
+      dealId: "deal-d4",
+      fields: { domna_survey_type: "Standard" },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb: updateDbType, pushHubspot: pushHubspotType },
+    });
+    expect(outType.results.domna_survey_type).toEqual({ ok: true });
+    expect(outType.results.domna_survey_date).toBeUndefined();
+    const typeOnlyDb = updateDbType.mock.calls[0][1];
+    expect(typeOnlyDb.domnaSurveyType).toBe("Standard");
+    expect("domnaSurveyDate" in typeOnlyDb).toBe(false);
+    const typeOnlyProps = pushHubspotType.mock.calls[0][0].properties;
+    expect(typeOnlyProps.osmosis_survey_required).toBe("Standard");
+    expect("osmosis_survey_date" in typeOnlyProps).toBe(false);
+
+    // Setting only the date — type column is untouched.
+    const updateDbDate = vi.fn().mockResolvedValue(undefined);
+    const pushHubspotDate = vi.fn().mockResolvedValue({ ok: true });
+    const surveyIso = "2025-08-20T00:00:00.000Z";
+    const outDate = await applyDealPropertyUpdate({
+      dealId: "deal-d4b",
+      fields: { domna_survey_date: surveyIso },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb: updateDbDate, pushHubspot: pushHubspotDate },
+    });
+    expect(outDate.results.domna_survey_date).toEqual({ ok: true });
+    expect(outDate.results.domna_survey_type).toBeUndefined();
+    const dateOnlyDb = updateDbDate.mock.calls[0][1];
+    expect(dateOnlyDb.domnaSurveyDate).toBeInstanceOf(Date);
+    expect("domnaSurveyType" in dateOnlyDb).toBe(false);
+    const dateOnlyProps = pushHubspotDate.mock.calls[0][0].properties;
+    expect(dateOnlyProps.osmosis_survey_date).toBe(
+      String(new Date(surveyIso).getTime()),
+    );
+    expect("osmosis_survey_required" in dateOnlyProps).toBe(false);
+  });
+
+  it("clears both domna fields to null when explicitly cleared", async () => {
+    const updateDb = vi.fn().mockResolvedValue(undefined);
+    const pushHubspot = vi.fn().mockResolvedValue({ ok: true });
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-d5",
+      fields: {
+        // empty string collapses to null (mirrors the date schema)
+        domna_survey_type: "",
+        domna_survey_date: null,
+      },
+      role: "read",
+      capabilities: ["approver"],
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.domna_survey_type).toEqual({ ok: true });
+    expect(out.results.domna_survey_date).toEqual({ ok: true });
+    const dbValues = updateDb.mock.calls[0][1];
+    expect(dbValues.domnaSurveyType).toBeNull();
+    expect(dbValues.domnaSurveyDate).toBeNull();
+    const props = pushHubspot.mock.calls[0][0].properties;
+    expect(props.osmosis_survey_required).toBe("");
+    expect(props.osmosis_survey_date).toBe("");
+  });
+
+  it("surfaces HubSpot push failures back to the caller", async () => {
+    const updateDb = vi.fn().mockResolvedValue(undefined);
+    const pushHubspot = vi
+      .fn()
+      .mockResolvedValue({ ok: false, error: "boom" });
+    const out = await applyDealPropertyUpdate({
+      dealId: "deal-9",
+      fields: { pibi_order_date: "2025-05-01T00:00:00.000Z" },
+      role: "write",
+      deps: { updateDb, pushHubspot },
+    });
+    expect(out.results.pibi_order_date).toEqual({ ok: true });
+    expect(out.hubspotSync).toBe("failed");
+    expect(out.hubspotError).toBe("boom");
+    // DB update still happened — UI gets the optimistic value, error is
+    // surfaced separately.
+    expect(updateDb).toHaveBeenCalledTimes(1);
+  });
+});
diff --git a/src/app/lib/dealPropertyUpdate.ts b/src/app/lib/dealPropertyUpdate.ts
new file mode 100644
index 0000000..2336006
--- /dev/null
+++ b/src/app/lib/dealPropertyUpdate.ts
@@ -0,0 +1,361 @@
+/**
+ * Deal-property update service (issue #252)
+ *
+ * Centralised, whitelist-driven helper for the
+ * `PATCH /api/portfolio/[portfolioId]/deal-properties` endpoint. Each
+ * editable field on `hubspot_deal_data` is registered here once with:
+ *
+ *   - the role required to write it
+ *   - a Zod parser that validates + coerces the inbound value
+ *   - the matching HubSpot deal property name (used by the sync push)
+ *   - the Drizzle column to update
+ *
+ * Slice 5 (this issue) ships the two PIBI date fields. Slices 6 and 7
+ * (issues #255 / #256) plug the halted state and Domna survey fields into
+ * the same registry without changing the route, the service entry point or
+ * the per-field permission logic.
+ */
+import { z, ZodTypeAny } from "zod";
+import { eq } from "drizzle-orm";
+import { db } from "@/app/db/db";
+import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
+import { getHubSpotClient } from "@/app/lib/hubspot/client";
+
+// -----------------------------------------------------------------------
+// Field registry
+// -----------------------------------------------------------------------
+
+/**
+ * Access tokens that gate a field. These are a flat union of the portfolio
+ * role hierarchy ("read" | "write" | "admin" | "creator") plus any
+ * orthogonal capability tokens (currently just "approver"). The service
+ * checks the caller against this set, so a field can require either a
+ * write-or-above role *or* a specific capability.
+ */
+export type DealPropertyRole =
+  | "read"
+  | "write"
+  | "admin"
+  | "creator"
+  | "approver";
+
+/** Roles that satisfy a "write or above" requirement. */
+export const WRITE_OR_ABOVE_ROLES: ReadonlyArray<DealPropertyRole> = [
+  "write",
+  "admin",
+  "creator",
+];
+
+/**
+ * Roles allowed to edit fields gated on "approver capability". An approver
+ * may not have a write role on the portfolio, but the capability is granted
+ * orthogonally — see `portfolio_capabilities` table.
+ */
+export const APPROVER_ROLES: ReadonlyArray<DealPropertyRole> = ["approver"];
+
+const isoDateSchema = z
+  .union([z.string(), z.null()])
+  .transform((v, ctx) => {
+    if (v === null || v === "") return null;
+    const d = new Date(v);
+    if (Number.isNaN(d.getTime())) {
+      ctx.addIssue({ code: z.ZodIssueCode.custom, message: "Invalid date" });
+      return z.NEVER;
+    }
+    return d;
+  });
+
+/**
+ * String-or-null schema — empty strings collapse to null so the UI can
+ * "clear" a free-text field by sending an empty value, mirroring how the
+ * date schema treats "" as null.
+ */
+const stringOrNullSchema = z
+  .union([z.string(), z.null()])
+  .transform((v) => (v === null || v === "" ? null : v));
+
+type DateColumn = typeof hubspotDealData.pibiOrderDate;
+type TextColumn = typeof hubspotDealData.propertyHaltedReason;
+
+type ColumnFor<T> = T extends Date | null
+  ? DateColumn
+  : T extends string | null
+    ? TextColumn
+    : never;
+
+interface DealPropertyFieldDef<TParsed = unknown> {
+  /** Schema used to parse the incoming JSON value. */
+  schema: ZodTypeAny;
+  /** Allowed roles. Empty array means "no role can write" (i.e. read-only). */
+  allowedRoles: ReadonlyArray<DealPropertyRole>;
+  /** Property name on the HubSpot deal object. */
+  hubspotProperty: string;
+  /**
+   * Drizzle column to update. Typed loosely because we mix date/text/bool
+   * columns in the same registry; the per-field schema enforces shape.
+   */
+  dbColumn: unknown;
+  /**
+   * Optional renderer that turns the parsed value into the string HubSpot
+   * expects (HubSpot stores dates as epoch-millisecond strings, booleans as
+   * "true" / "false", text as-is). Defaults to the parsed value coerced via
+   * String(...).
+   */
+  toHubspot?: (value: TParsed) => string;
+}
+
+// -- HubSpot value formatters ------------------------------------------------
+const dateToHubspot = (d: Date | null): string =>
+  d === null ? "" : String(d.getTime());
+
+const stringToHubspot = (s: string | null): string => (s === null ? "" : s);
+
+// -- Registry ----------------------------------------------------------------
+// Slice 5 ships PIBI dates only. Halted (#255) and Domna (#256) reuse the
+// same registry by adding entries here — no other code path needs to change.
+export const DEAL_PROPERTY_FIELDS = {
+  pibi_order_date: {
+    schema: isoDateSchema,
+    allowedRoles: WRITE_OR_ABOVE_ROLES,
+    hubspotProperty: "pibi_order_date",
+    dbColumn: hubspotDealData.pibiOrderDate,
+    toHubspot: dateToHubspot,
+  } satisfies DealPropertyFieldDef<Date | null>,
+  pibi_completed_date: {
+    schema: isoDateSchema,
+    allowedRoles: WRITE_OR_ABOVE_ROLES,
+    hubspotProperty: "pibi_completed_date",
+    dbColumn: hubspotDealData.pibiCompletedDate,
+    toHubspot: dateToHubspot,
+  } satisfies DealPropertyFieldDef<Date | null>,
+  // -- Halted state (issue #255) -------------------------------------------
+  // Approver capability gates these — write role alone is not sufficient.
+  property_halted_date: {
+    schema: isoDateSchema,
+    allowedRoles: APPROVER_ROLES,
+    hubspotProperty: "property_halted_date",
+    dbColumn: hubspotDealData.propertyHaltedDate,
+    toHubspot: dateToHubspot,
+  } satisfies DealPropertyFieldDef<Date | null>,
+  property_halted_reason: {
+    schema: stringOrNullSchema,
+    allowedRoles: APPROVER_ROLES,
+    hubspotProperty: "property_halted_reason",
+    dbColumn: hubspotDealData.propertyHaltedReason,
+    toHubspot: stringToHubspot,
+  } satisfies DealPropertyFieldDef<string | null>,
+  // -- Domna survey (issue #256) -------------------------------------------
+  // Approver capability gates these — write role alone is not sufficient.
+  domna_survey_type: {
+    schema: stringOrNullSchema,
+    allowedRoles: APPROVER_ROLES,
+    hubspotProperty: "osmosis_survey_required",
+    dbColumn: hubspotDealData.domnaSurveyType,
+    toHubspot: stringToHubspot,
+  } satisfies DealPropertyFieldDef<string | null>,
+  domna_survey_date: {
+    schema: isoDateSchema,
+    allowedRoles: APPROVER_ROLES,
+    hubspotProperty: "osmosis_survey_date",
+    dbColumn: hubspotDealData.domnaSurveyDate,
+    toHubspot: dateToHubspot,
+  } satisfies DealPropertyFieldDef<Date | null>,
+} as const;
+
+export type DealPropertyFieldKey = keyof typeof DEAL_PROPERTY_FIELDS;
+
+export function isDealPropertyField(
+  key: string,
+): key is DealPropertyFieldKey {
+  return Object.prototype.hasOwnProperty.call(DEAL_PROPERTY_FIELDS, key);
+}
+
+/**
+ * Check whether the caller is allowed to write `field`, given their
+ * portfolio role and any orthogonal capabilities (e.g. "approver"). The
+ * field passes if any one of the caller's tokens is on the field's
+ * allow-list.
+ */
+export function roleAllowedForField(
+  field: DealPropertyFieldKey,
+  role: string | null | undefined,
+  capabilities: ReadonlyArray<string> = [],
+): boolean {
+  const allowed = DEAL_PROPERTY_FIELDS[field]
+    .allowedRoles as ReadonlyArray<string>;
+  if (role && allowed.includes(role)) return true;
+  for (const cap of capabilities) {
+    if (allowed.includes(cap)) return true;
+  }
+  return false;
+}
+
+// -----------------------------------------------------------------------
+// Update orchestration
+// -----------------------------------------------------------------------
+
+export type DealPropertyResult =
+  | { ok: true }
+  | { ok: false; error: string };
+
+export type DealPropertyUpdateOutcome = {
+  /** Per-field results keyed by the same field name supplied by the caller. */
+  results: Record<string, DealPropertyResult>;
+  /** Overall HubSpot push outcome. `null` if no push attempted. */
+  hubspotSync: "ok" | "failed" | "skipped";
+  hubspotError?: string;
+};
+
+/**
+ * Push the validated, whitelisted property bag to HubSpot, retrying on
+ * `ECONNRESET`. Mirrors the retry pattern already used by
+ * `syncContractorDocUploadToHubSpot` / `syncMeasureApprovalsToHubSpot`.
+ */
+export async function pushDealPropertiesToHubSpot(params: {
+  hubspotDealId: string;
+  properties: Record<string, string>;
+}): Promise<{ ok: true } | { ok: false; error: string }> {
+  const maxAttempts = 3;
+  for (let attempt = 1; attempt <= maxAttempts; attempt++) {
+    try {
+      const client = getHubSpotClient();
+      await client.crm.deals.basicApi.update(params.hubspotDealId, {
+        properties: params.properties,
+      });
+      return { ok: true };
+    } catch (err) {
+      const isReset =
+        err instanceof Error &&
+        "code" in err &&
+        (err as NodeJS.ErrnoException).code === "ECONNRESET";
+      if (isReset && attempt < maxAttempts) {
+        await new Promise((resolve) => setTimeout(resolve, 200 * attempt));
+        continue;
+      }
+      const message =
+        err instanceof Error ? err.message : "HubSpot sync failed";
+      console.error("[HubSpot] pushDealPropertiesToHubSpot failed", {
+        dealId: params.hubspotDealId,
+        attempt,
+        error: err,
+      });
+      return { ok: false, error: message };
+    }
+  }
+  return { ok: false, error: "HubSpot sync failed" };
+}
+
+export interface UpdateDealPropertiesInput {
+  /** HubSpot deal id (the value stored on `hubspot_deal_data.deal_id`). */
+  dealId: string;
+  /** Caller-supplied { fieldName: rawValue } map. */
+  fields: Record<string, unknown>;
+  /** Role of the authenticated user making the request. */
+  role: string;
+  /**
+   * Orthogonal capability tokens (e.g. `"approver"`). Used by fields whose
+   * `allowedRoles` list a capability rather than a role tier. Optional so
+   * existing call sites that only need role-based gating do not have to
+   * supply it.
+   */
+  capabilities?: ReadonlyArray<string>;
+  /**
+   * Hooks injected by the route so the service can stay environment-free
+   * for unit testing. Defaults are wired in `applyDealPropertyUpdate`.
+   */
+  deps?: {
+    pushHubspot?: typeof pushDealPropertiesToHubSpot;
+    updateDb?: (
+      dealId: string,
+      values: Record<string, unknown>,
+    ) => Promise<void>;
+  };
+}
+
+async function defaultUpdateDb(
+  dealId: string,
+  values: Record<string, unknown>,
+): Promise<void> {
+  if (Object.keys(values).length === 0) return;
+  await db
+    .update(hubspotDealData)
+    .set(values)
+    .where(eq(hubspotDealData.dealId, dealId));
+}
+
+/**
+ * Validate caller-supplied fields, persist the accepted ones to the DB and
+ * push the same set to HubSpot. Returns per-field success / error so the
+ * route can surface partial failures back to the UI.
+ */
+export async function applyDealPropertyUpdate(
+  input: UpdateDealPropertiesInput,
+): Promise<DealPropertyUpdateOutcome> {
+  const results: Record<string, DealPropertyResult> = {};
+  const dbValues: Record<string, unknown> = {};
+  const hubspotProperties: Record<string, string> = {};
+
+  for (const [key, rawValue] of Object.entries(input.fields)) {
+    if (!isDealPropertyField(key)) {
+      results[key] = { ok: false, error: "Field not editable" };
+      continue;
+    }
+    if (!roleAllowedForField(key, input.role, input.capabilities)) {
+      results[key] = { ok: false, error: "Insufficient permissions" };
+      continue;
+    }
+    const def = DEAL_PROPERTY_FIELDS[key];
+    const parsed = def.schema.safeParse(rawValue);
+    if (!parsed.success) {
+      results[key] = {
+        ok: false,
+        error: parsed.error.issues[0]?.message ?? "Invalid value",
+      };
+      continue;
+    }
+    results[key] = { ok: true };
+    // The Drizzle column type for date columns accepts Date | null.
+    const columnName = (def.dbColumn as { name?: string }).name;
+    if (columnName) {
+      // Drizzle .set() accepts the JS column key (camelCase). Look it up by
+      // walking the table object so we use the field name on the schema.
+      const tableKey = findColumnKey(def.dbColumn);
+      if (tableKey) dbValues[tableKey] = parsed.data;
+    }
+    const renderer = def.toHubspot as
+      | ((value: unknown) => string)
+      | undefined;
+    hubspotProperties[def.hubspotProperty] = renderer
+      ? renderer(parsed.data)
+      : String(parsed.data ?? "");
+  }
+
+  const updateDb = input.deps?.updateDb ?? defaultUpdateDb;
+  const pushHubspot = input.deps?.pushHubspot ?? pushDealPropertiesToHubSpot;
+
+  // No accepted fields → return early, nothing to sync.
+  if (Object.keys(dbValues).length === 0) {
+    return { results, hubspotSync: "skipped" };
+  }
+
+  await updateDb(input.dealId, dbValues);
+
+  const sync = await pushHubspot({
+    hubspotDealId: input.dealId,
+    properties: hubspotProperties,
+  });
+
+  if (sync.ok) return { results, hubspotSync: "ok" };
+  return { results, hubspotSync: "failed", hubspotError: sync.error };
+}
+
+/**
+ * Look up the JS-side property name on the Drizzle table for a given column
+ * object so we can index `db.update().set({ [key]: value })`.
+ */
+function findColumnKey(column: unknown): string | null {
+  for (const [key, value] of Object.entries(hubspotDealData)) {
+    if (value === column) return key;
+  }
+  return null;
+}
diff --git a/src/app/lib/deletePibiRequest.test.ts b/src/app/lib/deletePibiRequest.test.ts
new file mode 100644
index 0000000..924ffbf
--- /dev/null
+++ b/src/app/lib/deletePibiRequest.test.ts
@@ -0,0 +1,86 @@
+import { describe, expect, it, vi } from "vitest";
+import { deletePibiRequest, PIBI_ORDERED_TEXT_PROP } from "./deletePibiRequest";
+import type { RunDeletePibiTx, SyncMeasuresField } from "./deletePibiRequest";
+
+function makeDeps(overrides?: {
+  txResult?: { remainingMeasureNames: string[] };
+  txError?: Error;
+  syncResult?: { ok: true } | { ok: false; error: string };
+}) {
+  const txResult = overrides?.txResult ?? { remainingMeasureNames: ["ASHP"] };
+
+  const runDeleteTx: RunDeletePibiTx = vi.fn(async () => {
+    if (overrides?.txError) throw overrides.txError;
+    return txResult;
+  });
+
+  const syncMeasuresField: SyncMeasuresField = vi.fn(async () => {
+    return overrides?.syncResult ?? ({ ok: true } as const);
+  });
+
+  return { runDeleteTx, syncMeasuresField };
+}
+
+describe("deletePibiRequest — happy path", () => {
+  it("deletes row, re-syncs remaining deal measures to HubSpot", async () => {
+    const deps = makeDeps({
+      txResult: { remainingMeasureNames: ["ASHP"] },
+    });
+
+    const result = await deletePibiRequest({
+      id: 7n,
+      dealId: "deal-1",
+      deps,
+    });
+
+    expect(result).toEqual({ ok: true, hubspotSync: "ok" });
+
+    expect(deps.runDeleteTx).toHaveBeenCalledWith({ id: 7n, dealId: "deal-1" });
+
+    expect(deps.syncMeasuresField).toHaveBeenCalledWith({
+      hubspotDealId: "deal-1",
+      propName: PIBI_ORDERED_TEXT_PROP,
+      measureNames: ["ASHP"],
+    });
+  });
+
+  it("syncs empty list when last PIBI is deleted", async () => {
+    const deps = makeDeps({ txResult: { remainingMeasureNames: [] } });
+
+    const result = await deletePibiRequest({ id: 1n, dealId: "deal-2", deps });
+
+    expect(result).toEqual({ ok: true, hubspotSync: "ok" });
+    expect(deps.syncMeasuresField).toHaveBeenCalledWith({
+      hubspotDealId: "deal-2",
+      propName: PIBI_ORDERED_TEXT_PROP,
+      measureNames: [],
+    });
+  });
+});
+
+describe("deletePibiRequest — DB failure", () => {
+  it("returns ok=false, skips HubSpot when tx throws", async () => {
+    const deps = makeDeps({ txError: new Error("row not found") });
+
+    const result = await deletePibiRequest({ id: 99n, dealId: "deal-x", deps });
+
+    expect(result).toEqual({ ok: false, error: "row not found" });
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+  });
+});
+
+describe("deletePibiRequest — HubSpot failure", () => {
+  it("returns ok=true with hubspotSync=failed", async () => {
+    const deps = makeDeps({
+      syncResult: { ok: false, error: "hubspot down" },
+    });
+
+    const result = await deletePibiRequest({ id: 5n, dealId: "deal-h", deps });
+
+    expect(result).toMatchObject({
+      ok: true,
+      hubspotSync: "failed",
+      hubspotError: "hubspot down",
+    });
+  });
+});
diff --git a/src/app/lib/deletePibiRequest.ts b/src/app/lib/deletePibiRequest.ts
new file mode 100644
index 0000000..25823fa
--- /dev/null
+++ b/src/app/lib/deletePibiRequest.ts
@@ -0,0 +1,93 @@
+import { db } from "@/app/db/db";
+import { pibiRequests } from "@/app/db/schema/pibi_requests";
+import { eq, and } from "drizzle-orm";
+import { syncMeasuresFieldToHubSpot as defaultSyncMeasuresField } from "@/app/lib/hubspot/dealSync";
+export { PIBI_ORDERED_TEXT_PROP } from "./createPibiRequests";
+import { PIBI_ORDERED_TEXT_PROP } from "./createPibiRequests";
+
+// ---------------------------------------------------------------------------
+// Injectable dep types
+// ---------------------------------------------------------------------------
+
+export type RunDeletePibiTx = (params: {
+  id: bigint;
+  dealId: string;
+}) => Promise<{ remainingMeasureNames: string[] }>;
+
+export type SyncMeasuresField = typeof defaultSyncMeasuresField;
+
+// ---------------------------------------------------------------------------
+// Result type
+// ---------------------------------------------------------------------------
+
+export type DeletePibiRequestResult =
+  | { ok: true; hubspotSync: "ok" | "failed"; hubspotError?: string }
+  | { ok: false; error: string };
+
+export interface DeletePibiRequestInput {
+  id: bigint;
+  dealId: string;
+  deps?: {
+    runDeleteTx?: RunDeletePibiTx;
+    syncMeasuresField?: SyncMeasuresField;
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Default DB-backed implementation
+// ---------------------------------------------------------------------------
+
+const defaultRunDeleteTx: RunDeletePibiTx = async ({ id, dealId }) => {
+  return await db.transaction(async (tx) => {
+    const deleted = await tx
+      .delete(pibiRequests)
+      .where(and(eq(pibiRequests.id, id), eq(pibiRequests.hubspotDealId, dealId)))
+      .returning({ id: pibiRequests.id });
+
+    if (deleted.length === 0) {
+      throw new Error("PIBI request not found");
+    }
+
+    const remaining = await tx
+      .select({ measureName: pibiRequests.measureName })
+      .from(pibiRequests)
+      .where(eq(pibiRequests.hubspotDealId, dealId));
+
+    return { remainingMeasureNames: remaining.map((r) => r.measureName) };
+  });
+};
+
+// ---------------------------------------------------------------------------
+// Service entry-point
+// ---------------------------------------------------------------------------
+
+export async function deletePibiRequest(
+  input: DeletePibiRequestInput,
+): Promise<DeletePibiRequestResult> {
+  const runDeleteTx = input.deps?.runDeleteTx ?? defaultRunDeleteTx;
+  const syncMeasuresField = input.deps?.syncMeasuresField ?? defaultSyncMeasuresField;
+
+  let txResult: { remainingMeasureNames: string[] };
+  try {
+    txResult = await runDeleteTx({ id: input.id, dealId: input.dealId });
+  } catch (err) {
+    const message = err instanceof Error ? err.message : "Failed to delete PIBI request";
+    return { ok: false, error: message };
+  }
+
+  const syncResult = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: PIBI_ORDERED_TEXT_PROP,
+    measureNames: txResult.remainingMeasureNames,
+  });
+
+  if (syncResult.ok) {
+    return { ok: true, hubspotSync: "ok" };
+  }
+
+  return {
+    ok: true,
+    hubspotSync: "failed",
+    hubspotError: syncResult.error,
+  };
+}
diff --git a/src/app/lib/hubspot/dealSync.test.ts b/src/app/lib/hubspot/dealSync.test.ts
new file mode 100644
index 0000000..47acf69
--- /dev/null
+++ b/src/app/lib/hubspot/dealSync.test.ts
@@ -0,0 +1,157 @@
+import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
+
+// Mock the HubSpot client module before importing the helper. The helper
+// calls `getHubSpotClient()` lazily inside each retry attempt, so we
+// re-create the mock on every test to control behaviour per-test.
+const updateMock = vi.fn();
+vi.mock("./client", () => ({
+  getHubSpotClient: () => ({
+    crm: { deals: { basicApi: { update: updateMock } } },
+  }),
+}));
+
+import { syncMeasuresFieldToHubSpot, syncSurveyRequestToHubSpot } from "./dealSync";
+
+describe("syncMeasuresFieldToHubSpot", () => {
+  beforeEach(() => {
+    updateMock.mockReset();
+  });
+
+  afterEach(() => {
+    vi.useRealTimers();
+  });
+
+  it("joins measure names with a semicolon and pushes to the named property", async () => {
+    updateMock.mockResolvedValueOnce(undefined);
+    const result = await syncMeasuresFieldToHubSpot({
+      hubspotDealId: "deal-1",
+      propName: "instructed_measures",
+      measureNames: ["ASHP", "Solar PV", "Loft insulation"],
+    });
+    expect(result).toEqual({ ok: true });
+    expect(updateMock).toHaveBeenCalledTimes(1);
+    expect(updateMock).toHaveBeenCalledWith("deal-1", {
+      properties: { instructed_measures: "ASHP;Solar PV;Loft insulation" },
+    });
+  });
+
+  it("sends an empty string when the list is empty (clear field)", async () => {
+    updateMock.mockResolvedValueOnce(undefined);
+    const result = await syncMeasuresFieldToHubSpot({
+      hubspotDealId: "deal-2",
+      propName: "instructed_measures",
+      measureNames: [],
+    });
+    expect(result).toEqual({ ok: true });
+    expect(updateMock).toHaveBeenCalledWith("deal-2", {
+      properties: { instructed_measures: "" },
+    });
+  });
+
+  it("retries up to 3 times on ECONNRESET and succeeds on the final attempt", async () => {
+    vi.useFakeTimers();
+    const reset1 = Object.assign(new Error("reset"), { code: "ECONNRESET" });
+    const reset2 = Object.assign(new Error("reset"), { code: "ECONNRESET" });
+    updateMock
+      .mockRejectedValueOnce(reset1)
+      .mockRejectedValueOnce(reset2)
+      .mockResolvedValueOnce(undefined);
+
+    const promise = syncMeasuresFieldToHubSpot({
+      hubspotDealId: "deal-3",
+      propName: "instructed_measures",
+      measureNames: ["EWI"],
+    });
+    // Advance timers past the two backoff windows (200ms then 400ms).
+    await vi.advanceTimersByTimeAsync(200);
+    await vi.advanceTimersByTimeAsync(400);
+    const result = await promise;
+    expect(result).toEqual({ ok: true });
+    expect(updateMock).toHaveBeenCalledTimes(3);
+  });
+
+  it("returns failure when ECONNRESET persists past the third attempt", async () => {
+    vi.useFakeTimers();
+    const reset = Object.assign(new Error("network reset"), {
+      code: "ECONNRESET",
+    });
+    updateMock
+      .mockRejectedValueOnce(reset)
+      .mockRejectedValueOnce(reset)
+      .mockRejectedValueOnce(reset);
+
+    const promise = syncMeasuresFieldToHubSpot({
+      hubspotDealId: "deal-4",
+      propName: "instructed_measures",
+      measureNames: ["IWI"],
+    });
+    await vi.advanceTimersByTimeAsync(200);
+    await vi.advanceTimersByTimeAsync(400);
+    const result = await promise;
+    expect(result.ok).toBe(false);
+    if (!result.ok) {
+      expect(result.error).toBe("network reset");
+    }
+    expect(updateMock).toHaveBeenCalledTimes(3);
+  });
+
+  it("does not retry for non-ECONNRESET errors", async () => {
+    const boom = new Error("HubSpot 400 — invalid property value");
+    updateMock.mockRejectedValueOnce(boom);
+    const result = await syncMeasuresFieldToHubSpot({
+      hubspotDealId: "deal-5",
+      propName: "instructed_measures",
+      measureNames: ["DMevs"],
+    });
+    expect(result).toEqual({
+      ok: false,
+      error: "HubSpot 400 — invalid property value",
+    });
+    expect(updateMock).toHaveBeenCalledTimes(1);
+  });
+
+  it("works for any property name (so PIBI slice 4 can reuse it)", async () => {
+    updateMock.mockResolvedValueOnce(undefined);
+    await syncMeasuresFieldToHubSpot({
+      hubspotDealId: "deal-6",
+      propName: "pibi_ordered_measures",
+      measureNames: ["ASHP", "EWI"],
+    });
+    expect(updateMock).toHaveBeenCalledWith("deal-6", {
+      properties: { pibi_ordered_measures: "ASHP;EWI" },
+    });
+  });
+});
+
+describe("syncSurveyRequestToHubSpot", () => {
+  beforeEach(() => {
+    updateMock.mockReset();
+  });
+
+  it("writes survey type to osmosis_survey_required and date to osmosis_survey_date", async () => {
+    updateMock.mockResolvedValueOnce(undefined);
+    const requestedAt = new Date("2026-05-06T10:00:00.000Z");
+    const result = await syncSurveyRequestToHubSpot({
+      hubspotDealId: "deal-99",
+      surveyType: "technical_building_survey",
+      requestedAt,
+    });
+    expect(result).toEqual({ ok: true });
+    expect(updateMock).toHaveBeenCalledWith("deal-99", {
+      properties: {
+        osmosis_survey_required: "technical_building_survey",
+        osmosis_survey_date: "2026-05-06",
+      },
+    });
+  });
+
+  it("returns ok: false with error message on HubSpot failure", async () => {
+    updateMock.mockRejectedValueOnce(new Error("HubSpot 400"));
+    const result = await syncSurveyRequestToHubSpot({
+      hubspotDealId: "deal-99",
+      surveyType: "technical_building_survey",
+      requestedAt: new Date(),
+    });
+    expect(result).toEqual({ ok: false, error: "HubSpot sync failed" });
+  });
+});
diff --git a/src/app/lib/hubspot/dealSync.ts b/src/app/lib/hubspot/dealSync.ts
index 563c703..6f111ba 100644
--- a/src/app/lib/hubspot/dealSync.ts
+++ b/src/app/lib/hubspot/dealSync.ts
@@ -130,6 +130,84 @@ export async function syncContractorDocUploadToHubSpot(params: {
   }
 }
 
+/**
+ * Generic helper for pushing a list of measure names to a multi-value
+ * HubSpot deal property (e.g. `instructed_measures`, `pibi_ordered_measures`).
+ *
+ * HubSpot's multi-select / multi-value text fields use `;` as the native
+ * delimiter — see how `proposed_measures` is parsed by `parseMeasures`.
+ *
+ * Mirrors the retry-on-`ECONNRESET` pattern in
+ * `pushDealPropertiesToHubSpot` and the other deal-sync helpers in this
+ * file. Returns a discriminated `{ ok }` so the caller can decide whether
+ * to stamp `pushed_at` on the local DB row.
+ *
+ * Issue #253 introduces this helper; slice 4 (PIBI selections) reuses it.
+ */
+export async function syncMeasuresFieldToHubSpot(params: {
+  hubspotDealId: string;
+  propName: string;
+  measureNames: ReadonlyArray<string>;
+}): Promise<{ ok: true } | { ok: false; error: string }> {
+  // HubSpot multi-value text properties expect a `;`-joined string.
+  // Empty list collapses to "" so the field can be cleared.
+  const value = params.measureNames.join(";");
+  const maxAttempts = 3;
+  for (let attempt = 1; attempt <= maxAttempts; attempt++) {
+    try {
+      const client = getHubSpotClient();
+      await client.crm.deals.basicApi.update(params.hubspotDealId, {
+        properties: {
+          [params.propName]: value,
+        },
+      });
+      return { ok: true };
+    } catch (err) {
+      const isReset =
+        err instanceof Error &&
+        "code" in err &&
+        (err as NodeJS.ErrnoException).code === "ECONNRESET";
+      if (isReset && attempt < maxAttempts) {
+        await new Promise((resolve) => setTimeout(resolve, 200 * attempt));
+        continue;
+      }
+      const message =
+        err instanceof Error ? err.message : "HubSpot sync failed";
+      console.error("[HubSpot] syncMeasuresFieldToHubSpot failed", {
+        dealId: params.hubspotDealId,
+        propName: params.propName,
+        attempt,
+        error: err,
+      });
+      return { ok: false, error: message };
+    }
+  }
+  return { ok: false, error: "HubSpot sync failed" };
+}
+
+export async function syncSurveyRequestToHubSpot(params: {
+  hubspotDealId: string;
+  surveyType: string;
+  requestedAt: Date;
+}): Promise<{ ok: boolean; error?: string }> {
+  try {
+    const client = getHubSpotClient();
+    await client.crm.deals.basicApi.update(params.hubspotDealId, {
+      properties: {
+        osmosis_survey_required: params.surveyType,
+        osmosis_survey_date: params.requestedAt.toISOString().slice(0, 10),
+      },
+    });
+    return { ok: true };
+  } catch (err) {
+    console.error("[HubSpot] syncSurveyRequestToHubSpot failed", {
+      dealId: params.hubspotDealId,
+      error: err,
+    });
+    return { ok: false, error: "HubSpot sync failed" };
+  }
+}
+
 export async function syncMeasureApprovalsToHubSpot(params: {
   hubspotDealId: string;
   approvedMeasures: Array<{ measureName: string; approvedByEmail: string }>;
diff --git a/src/app/lib/instructMeasure.test.ts b/src/app/lib/instructMeasure.test.ts
new file mode 100644
index 0000000..a9bf993
--- /dev/null
+++ b/src/app/lib/instructMeasure.test.ts
@@ -0,0 +1,489 @@
+/**
+ * Unit tests for the instruct-measure service.
+ *
+ * These tests exercise the orchestration logic — DB transaction +
+ * post-commit HubSpot push — by injecting lightweight fakes for the DB hooks.
+ * The tests never touch the real DB or HubSpot client.
+ */
+import { describe, expect, it, vi } from "vitest";
+import {
+  INSTRUCTED_MEASURES_PROP,
+  PROPOSED_MEASURES_PROP,
+  APPROVED_MEASURES_PROP,
+  instructMeasure,
+  instructMeasures,
+} from "./instructMeasure";
+import type {
+  InstructTxOutcome,
+  InstructMeasuresTxOutcome,
+  RunInstructTx,
+  RunInstructMeasuresTx,
+  ReadInstructedMeasureNames,
+  StampPushedAt,
+  SyncMeasuresField,
+} from "./instructMeasure";
+
+function makeDeps(overrides?: {
+  txOutcome?: Partial<InstructTxOutcome>;
+  txError?: Error;
+  instructedAfter?: string[];
+  syncResults?: Array<
+    { ok: true } | { ok: false; error: string }
+  >;
+  stampError?: Error;
+}) {
+  const txOutcome: InstructTxOutcome = {
+    instructedRowId: 42n,
+    existingProposedMeasures: [],
+    allApprovedMeasureNames: [],
+    ...overrides?.txOutcome,
+  };
+  const runInstructTx: RunInstructTx = vi.fn(async () => {
+    if (overrides?.txError) throw overrides.txError;
+    return txOutcome;
+  });
+  const readInstructedMeasureNames: ReadInstructedMeasureNames = vi.fn(
+    async () => overrides?.instructedAfter ?? ["ASHP"],
+  );
+  const syncQueue: Array<{ ok: true } | { ok: false; error: string }> =
+    overrides?.syncResults ?? [{ ok: true }, { ok: true }, { ok: true }];
+  const syncMeasuresField: SyncMeasuresField = vi.fn(async () => {
+    return syncQueue.shift() ?? ({ ok: true } as const);
+  });
+  const stampPushedAt: StampPushedAt = vi.fn(async () => {
+    if (overrides?.stampError) throw overrides.stampError;
+  });
+  return {
+    runInstructTx,
+    readInstructedMeasureNames,
+    syncMeasuresField,
+    stampPushedAt,
+  };
+}
+
+describe("instructMeasure — input validation", () => {
+  it("rejects an unknown measure name without touching the DB or HubSpot", async () => {
+    const deps = makeDeps();
+    const result = await instructMeasure({
+      dealId: "deal-1",
+      measureName: "Not a real measure",
+      userId: 1n,
+      deps,
+    });
+    expect(result).toEqual({
+      ok: false,
+      error: "Unknown measure: Not a real measure",
+    });
+    expect(deps.runInstructTx).not.toHaveBeenCalled();
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+
+  it("rejects an empty measure name", async () => {
+    const deps = makeDeps();
+    const result = await instructMeasure({
+      dealId: "deal-1",
+      measureName: "   ",
+      userId: 1n,
+      deps,
+    });
+    expect(result.ok).toBe(false);
+    expect(deps.runInstructTx).not.toHaveBeenCalled();
+  });
+});
+
+describe("instructMeasure — happy path", () => {
+  it("commits tx, pushes instructed + proposed + approved, stamps pushed_at", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["ASHP", "Solar PV"],
+      txOutcome: {
+        instructedRowId: 99n,
+        existingProposedMeasures: ["ASHP"],
+        allApprovedMeasureNames: ["ASHP", "Solar PV"],
+      },
+    });
+    const result = await instructMeasure({
+      dealId: "deal-42",
+      measureName: "Solar PV",
+      userId: 7n,
+      deps,
+    });
+    expect(result).toMatchObject({
+      ok: true,
+      instructedRowId: 99n,
+      hubspotSync: "ok",
+    });
+    expect(deps.runInstructTx).toHaveBeenCalledWith({
+      dealId: "deal-42",
+      measureName: "Solar PV",
+      userId: 7n,
+      notes: null,
+    });
+    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(3);
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(1, {
+      hubspotDealId: "deal-42",
+      propName: INSTRUCTED_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV"],
+    });
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(2, {
+      hubspotDealId: "deal-42",
+      propName: PROPOSED_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV"],
+    });
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(3, {
+      hubspotDealId: "deal-42",
+      propName: APPROVED_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV"],
+    });
+    expect(deps.stampPushedAt).toHaveBeenCalledWith(99n);
+  });
+
+  it("merges new measure into existing proposed (deduped)", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["ASHP", "EWI"],
+      txOutcome: {
+        instructedRowId: 1n,
+        existingProposedMeasures: ["ASHP", "Solar PV"],
+        allApprovedMeasureNames: ["ASHP", "EWI"],
+      },
+    });
+    await instructMeasure({
+      dealId: "deal-merge",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(2, {
+      hubspotDealId: "deal-merge",
+      propName: PROPOSED_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV", "EWI"],
+    });
+  });
+
+  it("adds to proposed even when deal already had proposed measures", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["EWI"],
+      txOutcome: {
+        instructedRowId: 1n,
+        existingProposedMeasures: ["ASHP", "Solar PV"],
+        allApprovedMeasureNames: ["EWI"],
+      },
+    });
+    const result = await instructMeasure({
+      dealId: "deal-with-proposed",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(result.ok).toBe(true);
+    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(3);
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(2,
+      expect.objectContaining({
+        propName: PROPOSED_MEASURES_PROP,
+        measureNames: ["ASHP", "Solar PV", "EWI"],
+      }),
+    );
+  });
+
+  it("adds to proposed when deal has no existing proposed measures", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["EWI"],
+      txOutcome: {
+        instructedRowId: 1n,
+        existingProposedMeasures: [],
+        allApprovedMeasureNames: ["EWI"],
+      },
+    });
+    await instructMeasure({
+      dealId: "deal-blank",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(2, {
+      hubspotDealId: "deal-blank",
+      propName: PROPOSED_MEASURES_PROP,
+      measureNames: ["EWI"],
+    });
+  });
+});
+
+describe("instructMeasure — DB transaction failure", () => {
+  it("returns an error and skips HubSpot when the tx throws", async () => {
+    const deps = makeDeps({ txError: new Error("insert failed") });
+    const result = await instructMeasure({
+      dealId: "deal-x",
+      measureName: "ASHP",
+      userId: 1n,
+      deps,
+    });
+    expect(result).toEqual({ ok: false, error: "insert failed" });
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+    expect(deps.readInstructedMeasureNames).not.toHaveBeenCalled();
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+});
+
+describe("instructMeasure — HubSpot push failure leaves DB committed", () => {
+  it("returns ok=true with hubspotSync=failed when instructed push fails, does NOT stamp", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["ASHP"],
+      txOutcome: {
+        instructedRowId: 11n,
+        existingProposedMeasures: [],
+        allApprovedMeasureNames: ["ASHP"],
+      },
+      syncResults: [
+        { ok: false, error: "hubspot 500" },
+        { ok: true },
+        { ok: true },
+      ],
+    });
+    const result = await instructMeasure({
+      dealId: "deal-h",
+      measureName: "ASHP",
+      userId: 1n,
+      deps,
+    });
+    expect(result).toMatchObject({
+      ok: true,
+      instructedRowId: 11n,
+      hubspotSync: "failed",
+      hubspotError: "hubspot 500",
+    });
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+
+  it("returns hubspotSync=failed when proposed push fails", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["EWI"],
+      txOutcome: {
+        instructedRowId: 12n,
+        existingProposedMeasures: [],
+        allApprovedMeasureNames: ["EWI"],
+      },
+      syncResults: [
+        { ok: true },
+        { ok: false, error: "proposed push failed" },
+        { ok: true },
+      ],
+    });
+    const result = await instructMeasure({
+      dealId: "deal-blank",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(result).toMatchObject({
+      ok: true,
+      hubspotSync: "failed",
+      hubspotError: "proposed push failed",
+    });
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+
+  it("returns hubspotSync=failed when approved push fails", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["EWI"],
+      txOutcome: {
+        instructedRowId: 13n,
+        existingProposedMeasures: [],
+        allApprovedMeasureNames: ["EWI"],
+      },
+      syncResults: [
+        { ok: true },
+        { ok: true },
+        { ok: false, error: "approved push failed" },
+      ],
+    });
+    const result = await instructMeasure({
+      dealId: "deal-blank",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(result).toMatchObject({
+      ok: true,
+      hubspotSync: "failed",
+      hubspotError: "approved push failed",
+    });
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+});
+
+// ---------------------------------------------------------------------------
+// instructMeasures (plural) — batch variant
+// ---------------------------------------------------------------------------
+
+function makeBatchDeps(overrides?: {
+  txOutcome?: Partial<InstructMeasuresTxOutcome>;
+  txError?: Error;
+  instructedAfter?: string[];
+  syncResults?: Array<{ ok: true } | { ok: false; error: string }>;
+  stampError?: Error;
+}) {
+  const txOutcome: InstructMeasuresTxOutcome = {
+    instructedRowIds: [1n, 2n],
+    existingProposedMeasures: [],
+    allApprovedMeasureNames: [],
+    ...overrides?.txOutcome,
+  };
+  const runInstructMeasuresTx: RunInstructMeasuresTx = vi.fn(async () => {
+    if (overrides?.txError) throw overrides.txError;
+    return txOutcome;
+  });
+  const readInstructedMeasureNames: ReadInstructedMeasureNames = vi.fn(
+    async () => overrides?.instructedAfter ?? ["ASHP", "Solar PV"],
+  );
+  const syncQueue: Array<{ ok: true } | { ok: false; error: string }> =
+    overrides?.syncResults ?? [{ ok: true }, { ok: true }, { ok: true }];
+  const syncMeasuresField: SyncMeasuresField = vi.fn(async () => {
+    return syncQueue.shift() ?? ({ ok: true } as const);
+  });
+  const stampPushedAt: StampPushedAt = vi.fn(async () => {
+    if (overrides?.stampError) throw overrides.stampError;
+  });
+  return {
+    runInstructMeasuresTx,
+    readInstructedMeasureNames,
+    syncMeasuresField,
+    stampPushedAt,
+  };
+}
+
+describe("instructMeasures — input validation", () => {
+  it("rejects when measureNames is empty", async () => {
+    const deps = makeBatchDeps();
+    const result = await instructMeasures({
+      dealId: "deal-1",
+      measureNames: [],
+      userId: 1n,
+      deps,
+    });
+    expect(result).toEqual({ ok: false, error: "measureNames must not be empty" });
+    expect(deps.runInstructMeasuresTx).not.toHaveBeenCalled();
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+  });
+
+  it("rejects when any measureName is unknown", async () => {
+    const deps = makeBatchDeps();
+    const result = await instructMeasures({
+      dealId: "deal-1",
+      measureNames: ["ASHP", "Not a real measure"],
+      userId: 1n,
+      deps,
+    });
+    expect(result).toEqual({ ok: false, error: "Unknown measure: Not a real measure" });
+    expect(deps.runInstructMeasuresTx).not.toHaveBeenCalled();
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+  });
+});
+
+describe("instructMeasures — happy path", () => {
+  it("commits single tx, pushes instructed + proposed + approved, stamps all rowIds", async () => {
+    const deps = makeBatchDeps({
+      instructedAfter: ["ASHP", "Solar PV"],
+      txOutcome: {
+        instructedRowIds: [10n, 11n],
+        existingProposedMeasures: [],
+        allApprovedMeasureNames: ["ASHP", "Solar PV"],
+      },
+    });
+    const result = await instructMeasures({
+      dealId: "deal-42",
+      measureNames: ["ASHP", "Solar PV"],
+      userId: 7n,
+      deps,
+    });
+    expect(result).toMatchObject({ ok: true, instructedRowIds: [10n, 11n], hubspotSync: "ok" });
+    expect(deps.runInstructMeasuresTx).toHaveBeenCalledOnce();
+    expect(deps.runInstructMeasuresTx).toHaveBeenCalledWith({
+      dealId: "deal-42",
+      measureNames: ["ASHP", "Solar PV"],
+      userId: 7n,
+      notes: null,
+    });
+    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(3);
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(1, {
+      hubspotDealId: "deal-42",
+      propName: INSTRUCTED_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV"],
+    });
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(2, {
+      hubspotDealId: "deal-42",
+      propName: PROPOSED_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV"],
+    });
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(3, {
+      hubspotDealId: "deal-42",
+      propName: APPROVED_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV"],
+    });
+    expect(deps.stampPushedAt).toHaveBeenCalledTimes(2);
+    expect(deps.stampPushedAt).toHaveBeenCalledWith(10n);
+    expect(deps.stampPushedAt).toHaveBeenCalledWith(11n);
+  });
+
+  it("merges all new measures into existing proposed (deduped)", async () => {
+    const deps = makeBatchDeps({
+      instructedAfter: ["ASHP", "EWI", "Solar PV"],
+      txOutcome: {
+        instructedRowIds: [20n, 21n],
+        existingProposedMeasures: ["ASHP", "Loft insulation"],
+        allApprovedMeasureNames: ["ASHP", "EWI", "Solar PV"],
+      },
+    });
+    await instructMeasures({
+      dealId: "deal-merge",
+      measureNames: ["EWI", "Solar PV"],
+      userId: 3n,
+      deps,
+    });
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(2, {
+      hubspotDealId: "deal-merge",
+      propName: PROPOSED_MEASURES_PROP,
+      measureNames: ["ASHP", "Loft insulation", "EWI", "Solar PV"],
+    });
+  });
+});
+
+describe("instructMeasures — DB transaction failure", () => {
+  it("returns error and skips HubSpot when tx throws", async () => {
+    const deps = makeBatchDeps({ txError: new Error("batch insert failed") });
+    const result = await instructMeasures({
+      dealId: "deal-x",
+      measureNames: ["ASHP", "EWI"],
+      userId: 1n,
+      deps,
+    });
+    expect(result).toEqual({ ok: false, error: "batch insert failed" });
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+});
+
+describe("instructMeasures — HubSpot push failure leaves DB committed", () => {
+  it("returns ok=true with hubspotSync=failed when sync fails, does NOT stamp", async () => {
+    const deps = makeBatchDeps({
+      instructedAfter: ["ASHP", "EWI"],
+      txOutcome: {
+        instructedRowIds: [30n, 31n],
+        existingProposedMeasures: [],
+        allApprovedMeasureNames: ["ASHP", "EWI"],
+      },
+      syncResults: [{ ok: false, error: "hubspot 500" }, { ok: true }, { ok: true }],
+    });
+    const result = await instructMeasures({
+      dealId: "deal-h",
+      measureNames: ["ASHP", "EWI"],
+      userId: 1n,
+      deps,
+    });
+    expect(result).toMatchObject({
+      ok: true,
+      hubspotSync: "failed",
+      hubspotError: "hubspot 500",
+    });
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+});
diff --git a/src/app/lib/instructMeasure.ts b/src/app/lib/instructMeasure.ts
new file mode 100644
index 0000000..3e66e5e
--- /dev/null
+++ b/src/app/lib/instructMeasure.ts
@@ -0,0 +1,519 @@
+/**
+ * Instruct-measure service (issue #253)
+ *
+ * Implements the headline approver flow: an approver instructs a measure
+ * that the coordinator did not propose, picking from the canonical
+ * `MEASURE_NAMES` catalogue. The instruction is recorded locally and
+ * pushed back to HubSpot.
+ *
+ * Single DB transaction:
+ *   1. insert a `user_defined_deal_measures` row with `source = "instructed"`
+ *   2. insert a `deal_measure_approvals` row with `is_approved = true`
+ *   3. insert a corresponding `deal_measure_approval_events` row
+ *   4. read the deal's current `proposed_measures` list
+ *   5. read all currently approved measure names for the deal
+ *
+ * After the transaction commits, push three HubSpot fields:
+ *   - `instructed_measures`: full list of all instructed measures (audit trail)
+ *   - `proposed_measures`: existing list merged with the new measure (always)
+ *   - `approved_measures`: all currently approved measures for the deal
+ *
+ * HubSpot push failures DO NOT roll back the DB. Successful pushes stamp
+ * `pushed_at` on the new local row; failures leave it null so a follow-up
+ * reconcile job can retry.
+ */
+import { and, eq } from "drizzle-orm";
+import { db } from "@/app/db/db";
+import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
+import {
+  dealMeasureApprovals,
+  dealMeasureApprovalEvents,
+} from "@/app/db/schema/approvals";
+import { userDefinedDealMeasures } from "@/app/db/schema/user_defined_deal_measures";
+import {
+  MEASURE_NAMES,
+  type MeasureName,
+} from "@/app/lib/measureDocumentRequirements";
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import { syncMeasuresFieldToHubSpot as defaultSyncMeasuresField } from "@/app/lib/hubspot/dealSync";
+
+export const INSTRUCTED_MEASURES_PROP = "instructed_measures";
+export const PROPOSED_MEASURES_PROP = "proposed_measures";
+export const APPROVED_MEASURES_PROP = "approved_measures";
+
+/** Snapshot returned by the transactional step of the service. */
+export interface InstructTxOutcome {
+  instructedRowId: bigint;
+  /** Existing proposed measures from hubspot_deal_data before this instruction. */
+  existingProposedMeasures: string[];
+  /** All approved measure names for the deal after this instruction's approval row is upserted. */
+  allApprovedMeasureNames: string[];
+}
+
+export type SyncMeasuresField = typeof defaultSyncMeasuresField;
+
+export type RunInstructTx = (params: {
+  dealId: string;
+  measureName: MeasureName;
+  userId: bigint;
+  notes: string | null;
+}) => Promise<InstructTxOutcome>;
+
+export type ReadInstructedMeasureNames = (
+  dealId: string,
+) => Promise<string[]>;
+
+export type StampPushedAt = (rowId: bigint) => Promise<void>;
+
+export type InstructMeasureResult =
+  | {
+      ok: true;
+      instructedRowId: bigint;
+      hubspotSync: "ok" | "failed";
+      hubspotError?: string;
+    }
+  | { ok: false; error: string };
+
+export interface InstructMeasureInput {
+  dealId: string;
+  measureName: string;
+  userId: bigint;
+  notes?: string;
+  /**
+   * Hooks for the unit tests so the service stays environment-free. The
+   * route wires the real DB + HubSpot client through.
+   */
+  deps?: {
+    runInstructTx?: RunInstructTx;
+    readInstructedMeasureNames?: ReadInstructedMeasureNames;
+    syncMeasuresField?: SyncMeasuresField;
+    stampPushedAt?: StampPushedAt;
+  };
+}
+
+function isMeasureName(value: string): value is MeasureName {
+  return (MEASURE_NAMES as ReadonlyArray<string>).includes(value);
+}
+
+// ---------------------------------------------------------------------------
+// Default DB-backed implementations of the injectable hooks. The real route
+// uses these; tests substitute lightweight in-memory versions.
+// ---------------------------------------------------------------------------
+const defaultRunInstructTx: RunInstructTx = async ({
+  dealId,
+  measureName,
+  userId,
+  notes,
+}) => {
+  return await db.transaction(async (tx) => {
+    const inserted = await tx
+      .insert(userDefinedDealMeasures)
+      .values({
+        hubspotDealId: dealId,
+        measureName,
+        source: "instructed",
+        createdByUserId: userId,
+        notes,
+      })
+      .returning({ id: userDefinedDealMeasures.id });
+    const instructedRowId = inserted[0]?.id;
+    if (instructedRowId === undefined || instructedRowId === null) {
+      throw new Error("Failed to insert user_defined_deal_measures row");
+    }
+
+    // Approval row — keep one row per (deal, measure). The unique
+    // constraint is on (hubspot_deal_id, measure_name); a duplicate
+    // instruction for an already-approved measure refreshes the row but
+    // still produces a new event + a new instructed row.
+    await tx
+      .insert(dealMeasureApprovals)
+      .values({
+        hubspotDealId: dealId,
+        measureName,
+        isApproved: true,
+        approvedBy: userId,
+      })
+      .onConflictDoUpdate({
+        target: [
+          dealMeasureApprovals.hubspotDealId,
+          dealMeasureApprovals.measureName,
+        ],
+        set: {
+          isApproved: true,
+          approvedBy: userId,
+          approvedAt: new Date(),
+        },
+      });
+
+    await tx.insert(dealMeasureApprovalEvents).values({
+      hubspotDealId: dealId,
+      measureName,
+      action: "approved",
+      actedBy: userId,
+    });
+
+    const dealRows = await tx
+      .select({ proposedMeasures: hubspotDealData.proposedMeasures })
+      .from(hubspotDealData)
+      .where(eq(hubspotDealData.dealId, dealId))
+      .limit(1);
+    const existingProposedMeasures = parseMeasures(dealRows[0]?.proposedMeasures ?? null);
+
+    const approvedRows = await tx
+      .select({ measureName: dealMeasureApprovals.measureName })
+      .from(dealMeasureApprovals)
+      .where(
+        and(
+          eq(dealMeasureApprovals.hubspotDealId, dealId),
+          eq(dealMeasureApprovals.isApproved, true),
+        ),
+      );
+    const allApprovedMeasureNames = approvedRows.map((r) => r.measureName);
+
+    return { instructedRowId, existingProposedMeasures, allApprovedMeasureNames };
+  });
+};
+
+const defaultReadInstructedMeasureNames: ReadInstructedMeasureNames = async (
+  dealId,
+) => {
+  const rows = await db
+    .select({ measureName: userDefinedDealMeasures.measureName })
+    .from(userDefinedDealMeasures)
+    .where(
+      and(
+        eq(userDefinedDealMeasures.hubspotDealId, dealId),
+        eq(userDefinedDealMeasures.source, "instructed"),
+      ),
+    );
+  return rows.map((r) => r.measureName);
+};
+
+const defaultStampPushedAt: StampPushedAt = async (rowId) => {
+  await db
+    .update(userDefinedDealMeasures)
+    .set({ pushedAt: new Date() })
+    .where(eq(userDefinedDealMeasures.id, rowId));
+};
+
+// ---------------------------------------------------------------------------
+// Batch (plural) types
+// ---------------------------------------------------------------------------
+
+export interface InstructMeasuresTxOutcome {
+  instructedRowIds: bigint[];
+  existingProposedMeasures: string[];
+  allApprovedMeasureNames: string[];
+}
+
+export type RunInstructMeasuresTx = (params: {
+  dealId: string;
+  measureNames: MeasureName[];
+  userId: bigint;
+  notes: string | null;
+}) => Promise<InstructMeasuresTxOutcome>;
+
+export type InstructMeasuresResult =
+  | {
+      ok: true;
+      instructedRowIds: bigint[];
+      hubspotSync: "ok" | "failed";
+      hubspotError?: string;
+    }
+  | { ok: false; error: string };
+
+export interface InstructMeasuresInput {
+  dealId: string;
+  measureNames: string[];
+  userId: bigint;
+  notes?: string;
+  deps?: {
+    runInstructMeasuresTx?: RunInstructMeasuresTx;
+    readInstructedMeasureNames?: ReadInstructedMeasureNames;
+    syncMeasuresField?: SyncMeasuresField;
+    stampPushedAt?: StampPushedAt;
+  };
+}
+
+const defaultRunInstructMeasuresTx: RunInstructMeasuresTx = async ({
+  dealId,
+  measureNames,
+  userId,
+  notes,
+}) => {
+  return await db.transaction(async (tx) => {
+    const instructedRowIds: bigint[] = [];
+
+    for (const measureName of measureNames) {
+      const inserted = await tx
+        .insert(userDefinedDealMeasures)
+        .values({
+          hubspotDealId: dealId,
+          measureName,
+          source: "instructed",
+          createdByUserId: userId,
+          notes,
+        })
+        .returning({ id: userDefinedDealMeasures.id });
+      const rowId = inserted[0]?.id;
+      if (rowId === undefined || rowId === null) {
+        throw new Error("Failed to insert user_defined_deal_measures row");
+      }
+      instructedRowIds.push(rowId);
+
+      await tx
+        .insert(dealMeasureApprovals)
+        .values({
+          hubspotDealId: dealId,
+          measureName,
+          isApproved: true,
+          approvedBy: userId,
+        })
+        .onConflictDoUpdate({
+          target: [
+            dealMeasureApprovals.hubspotDealId,
+            dealMeasureApprovals.measureName,
+          ],
+          set: {
+            isApproved: true,
+            approvedBy: userId,
+            approvedAt: new Date(),
+          },
+        });
+
+      await tx.insert(dealMeasureApprovalEvents).values({
+        hubspotDealId: dealId,
+        measureName,
+        action: "approved",
+        actedBy: userId,
+      });
+    }
+
+    const dealRows = await tx
+      .select({ proposedMeasures: hubspotDealData.proposedMeasures })
+      .from(hubspotDealData)
+      .where(eq(hubspotDealData.dealId, dealId))
+      .limit(1);
+    const existingProposedMeasures = parseMeasures(dealRows[0]?.proposedMeasures ?? null);
+
+    const approvedRows = await tx
+      .select({ measureName: dealMeasureApprovals.measureName })
+      .from(dealMeasureApprovals)
+      .where(
+        and(
+          eq(dealMeasureApprovals.hubspotDealId, dealId),
+          eq(dealMeasureApprovals.isApproved, true),
+        ),
+      );
+    const allApprovedMeasureNames = approvedRows.map((r) => r.measureName);
+
+    return { instructedRowIds, existingProposedMeasures, allApprovedMeasureNames };
+  });
+};
+
+export async function instructMeasures(
+  input: InstructMeasuresInput,
+): Promise<InstructMeasuresResult> {
+  if (input.measureNames.length === 0) {
+    return { ok: false, error: "measureNames must not be empty" };
+  }
+
+  const validatedNames: MeasureName[] = [];
+  for (const name of input.measureNames) {
+    const trimmed = name.trim();
+    if (!isMeasureName(trimmed)) {
+      return { ok: false, error: `Unknown measure: ${trimmed}` };
+    }
+    validatedNames.push(trimmed);
+  }
+
+  const runInstructMeasuresTx =
+    input.deps?.runInstructMeasuresTx ?? defaultRunInstructMeasuresTx;
+  const readInstructed =
+    input.deps?.readInstructedMeasureNames ?? defaultReadInstructedMeasureNames;
+  const syncMeasuresField =
+    input.deps?.syncMeasuresField ?? defaultSyncMeasuresField;
+  const stampPushedAt = input.deps?.stampPushedAt ?? defaultStampPushedAt;
+
+  let txResult: InstructMeasuresTxOutcome;
+  try {
+    txResult = await runInstructMeasuresTx({
+      dealId: input.dealId,
+      measureNames: validatedNames,
+      userId: input.userId,
+      notes: input.notes ?? null,
+    });
+  } catch (err) {
+    const message =
+      err instanceof Error ? err.message : "Failed to instruct measures";
+    console.error("[instructMeasures] transaction failed", {
+      dealId: input.dealId,
+      measureNames: validatedNames,
+      error: err,
+    });
+    return { ok: false, error: message };
+  }
+
+  const allInstructed = await readInstructed(input.dealId);
+
+  const mergedProposed = Array.from(
+    new Set([...txResult.existingProposedMeasures, ...validatedNames]),
+  );
+
+  const instructedSync = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: INSTRUCTED_MEASURES_PROP,
+    measureNames: allInstructed,
+  });
+
+  const proposedSync = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: PROPOSED_MEASURES_PROP,
+    measureNames: mergedProposed,
+  });
+
+  const approvedSync = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: APPROVED_MEASURES_PROP,
+    measureNames: txResult.allApprovedMeasureNames,
+  });
+
+  const overallOk = instructedSync.ok && proposedSync.ok && approvedSync.ok;
+
+  if (overallOk) {
+    for (const rowId of txResult.instructedRowIds) {
+      try {
+        await stampPushedAt(rowId);
+      } catch (err) {
+        console.error("[instructMeasures] failed to stamp pushed_at", {
+          rowId: String(rowId),
+          error: err,
+        });
+      }
+    }
+    return {
+      ok: true,
+      instructedRowIds: txResult.instructedRowIds,
+      hubspotSync: "ok",
+    };
+  }
+
+  const hubspotError = !instructedSync.ok
+    ? instructedSync.error
+    : !proposedSync.ok
+      ? proposedSync.error
+      : !approvedSync.ok
+        ? approvedSync.error
+        : "HubSpot sync failed";
+
+  return {
+    ok: true,
+    instructedRowIds: txResult.instructedRowIds,
+    hubspotSync: "failed",
+    hubspotError,
+  };
+}
+
+export async function instructMeasure(
+  input: InstructMeasureInput,
+): Promise<InstructMeasureResult> {
+  const measureName = input.measureName.trim();
+  if (!measureName) {
+    return { ok: false, error: "measureName is required" };
+  }
+  if (!isMeasureName(measureName)) {
+    return { ok: false, error: `Unknown measure: ${measureName}` };
+  }
+
+  const runInstructTx = input.deps?.runInstructTx ?? defaultRunInstructTx;
+  const readInstructed =
+    input.deps?.readInstructedMeasureNames ??
+    defaultReadInstructedMeasureNames;
+  const syncMeasuresField =
+    input.deps?.syncMeasuresField ?? defaultSyncMeasuresField;
+  const stampPushedAt = input.deps?.stampPushedAt ?? defaultStampPushedAt;
+
+  // ---------------------------------------------------------------------
+  // DB transaction. Any throw here rolls everything back — no row is
+  // created, no approval is logged, no HubSpot push happens.
+  // ---------------------------------------------------------------------
+  let txResult: InstructTxOutcome;
+  try {
+    txResult = await runInstructTx({
+      dealId: input.dealId,
+      measureName,
+      userId: input.userId,
+      notes: input.notes ?? null,
+    });
+  } catch (err) {
+    const message =
+      err instanceof Error ? err.message : "Failed to instruct measure";
+    console.error("[instructMeasure] transaction failed", {
+      dealId: input.dealId,
+      measureName,
+      error: err,
+    });
+    return { ok: false, error: message };
+  }
+
+  // ---------------------------------------------------------------------
+  // Post-commit: push to HubSpot. Failures here do NOT roll back the DB;
+  // `pushed_at` simply stays null so a reconcile job can retry.
+  // ---------------------------------------------------------------------
+  const allInstructed = await readInstructed(input.dealId);
+
+  const mergedProposed = Array.from(
+    new Set([...txResult.existingProposedMeasures, measureName]),
+  );
+
+  const instructedSync = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: INSTRUCTED_MEASURES_PROP,
+    measureNames: allInstructed,
+  });
+
+  const proposedSync = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: PROPOSED_MEASURES_PROP,
+    measureNames: mergedProposed,
+  });
+
+  const approvedSync = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: APPROVED_MEASURES_PROP,
+    measureNames: txResult.allApprovedMeasureNames,
+  });
+
+  const overallOk = instructedSync.ok && proposedSync.ok && approvedSync.ok;
+
+  if (overallOk) {
+    try {
+      await stampPushedAt(txResult.instructedRowId);
+    } catch (err) {
+      console.error("[instructMeasure] failed to stamp pushed_at", {
+        rowId: String(txResult.instructedRowId),
+        error: err,
+      });
+    }
+    return {
+      ok: true,
+      instructedRowId: txResult.instructedRowId,
+      hubspotSync: "ok",
+    };
+  }
+
+  const hubspotError = !instructedSync.ok
+    ? instructedSync.error
+    : !proposedSync.ok
+      ? proposedSync.error
+      : !approvedSync.ok
+        ? approvedSync.error
+        : "HubSpot sync failed";
+
+  return {
+    ok: true,
+    instructedRowId: txResult.instructedRowId,
+    hubspotSync: "failed",
+    hubspotError,
+  };
+}
diff --git a/src/app/lib/measureDocumentRequirements.test.ts b/src/app/lib/measureDocumentRequirements.test.ts
new file mode 100644
index 0000000..45bb71f
--- /dev/null
+++ b/src/app/lib/measureDocumentRequirements.test.ts
@@ -0,0 +1,75 @@
+import { describe, expect, it } from "vitest";
+import {
+  BASE_DOCS,
+  MEASURE_DOC_REQUIREMENTS,
+  MEASURE_NAMES,
+  getRequiredDocs,
+} from "./measureDocumentRequirements";
+
+describe("MEASURE_NAMES catalogue", () => {
+  it("includes every measure keyed in MEASURE_DOC_REQUIREMENTS", () => {
+    for (const name of Object.keys(MEASURE_DOC_REQUIREMENTS)) {
+      expect(MEASURE_NAMES).toContain(name);
+    }
+  });
+
+  it("includes the names called out in the trailing comment as base-only", () => {
+    const baseOnly = [
+      "CWI",
+      "EWI",
+      "IWI",
+      "Flat roof",
+      "RIR",
+      "UFI",
+      "HW",
+      "Windows",
+      "Ext. doors",
+      "TRVs",
+      "Heating controls",
+      "New boiler",
+      "HHRSH",
+      "Battery",
+      "LEL",
+      "Listed building",
+      "Removal 2nd heating",
+      "Others",
+    ];
+    for (const name of baseOnly) {
+      expect(MEASURE_NAMES).toContain(name);
+    }
+  });
+});
+
+describe("getRequiredDocs", () => {
+  it("returns the explicit doc list for a known measure", () => {
+    const docs = getRequiredDocs("ASHP");
+    // ASHP gets BASE + MCS_EXTRA + commissioning_records
+    expect(docs).toEqual([
+      ...BASE_DOCS,
+      "mcs_compliance_certificate",
+      "commissioning_records",
+    ]);
+  });
+
+  it("returns Solar PV's specific docs (with G98 notification)", () => {
+    const docs = getRequiredDocs("Solar PV");
+    expect(docs).toContain("g98_notification");
+    expect(docs).toContain("mcs_compliance_certificate");
+  });
+
+  it("returns BASE_DOCS for a measure that only requires the baseline", () => {
+    const docs = getRequiredDocs("CWI");
+    expect(docs).toEqual([...BASE_DOCS]);
+  });
+
+  it("returns BASE_DOCS for an unknown measure name", () => {
+    const docs = getRequiredDocs("Definitely Not A Real Measure");
+    expect(docs).toEqual([...BASE_DOCS]);
+  });
+
+  it("returns a fresh array (mutating the result must not affect BASE_DOCS)", () => {
+    const docs = getRequiredDocs("Unknown");
+    docs.push("mutation");
+    expect(BASE_DOCS).not.toContain("mutation");
+  });
+});
diff --git a/src/app/lib/measureDocumentRequirements.ts b/src/app/lib/measureDocumentRequirements.ts
index e196faf..a38b738 100644
--- a/src/app/lib/measureDocumentRequirements.ts
+++ b/src/app/lib/measureDocumentRequirements.ts
@@ -4,6 +4,40 @@
  * Used to compute per-measure upload completion and guide contractors in the upload modal.
  */
 
+/**
+ * Canonical list of measure names recognised by the application.
+ *
+ * This is the single source of truth: document-requirement lookups, UI dropdowns
+ * and validation should reference this tuple rather than maintaining their own
+ * copies. Names match the values produced by the upstream HubSpot pull pipeline.
+ */
+export const MEASURE_NAMES = [
+  "ASHP",
+  "Solar PV",
+  "DMevs",
+  "Loft insulation",
+  "CWI",
+  "EWI",
+  "IWI",
+  "Flat roof",
+  "RIR",
+  "UFI",
+  "HW",
+  "Windows",
+  "Ext. doors",
+  "TRVs",
+  "Heating controls",
+  "New boiler",
+  "HHRSH",
+  "Battery",
+  "LEL",
+  "Listed building",
+  "Removal 2nd heating",
+  "Others",
+] as const;
+
+export type MeasureName = (typeof MEASURE_NAMES)[number];
+
 // Required for every measure
 const BASE_DOCS = [
   "pre_photo",
@@ -18,7 +52,9 @@ const BASE_DOCS = [
 // MCS-accredited measures require MCS certification in addition to base docs
 const MCS_EXTRA = ["mcs_compliance_certificate"] as const;
 
-export const MEASURE_DOC_REQUIREMENTS: Record<string, string[]> = {
+export { BASE_DOCS };
+
+export const MEASURE_DOC_REQUIREMENTS: Partial<Record<MeasureName, string[]>> = {
   ASHP: [...BASE_DOCS, ...MCS_EXTRA, "commissioning_records"],
   "Solar PV": [...BASE_DOCS, ...MCS_EXTRA, "g98_notification"],
   DMevs: [
@@ -41,10 +77,11 @@ export const MEASURE_DOC_REQUIREMENTS: Record<string, string[]> = {
 
 /**
  * Returns the required document types for a given measure name.
- * Falls back to BASE_DOCS for any measure not explicitly listed.
+ * Falls back to BASE_DOCS for any measure not explicitly listed (including
+ * unknown measures from upstream).
  */
 export function getRequiredDocs(measureName: string): string[] {
-  return MEASURE_DOC_REQUIREMENTS[measureName] ?? [...BASE_DOCS];
+  return MEASURE_DOC_REQUIREMENTS[measureName as MeasureName] ?? [...BASE_DOCS];
 }
 
 /**
diff --git a/src/app/lib/parseMeasures.test.ts b/src/app/lib/parseMeasures.test.ts
new file mode 100644
index 0000000..2ca5d99
--- /dev/null
+++ b/src/app/lib/parseMeasures.test.ts
@@ -0,0 +1,63 @@
+import { describe, expect, it } from "vitest";
+import { parseMeasures } from "./parseMeasures";
+
+describe("parseMeasures", () => {
+  it("returns [] for null", () => {
+    expect(parseMeasures(null)).toEqual([]);
+  });
+
+  it("returns [] for undefined", () => {
+    expect(parseMeasures(undefined)).toEqual([]);
+  });
+
+  it("returns [] for empty string", () => {
+    expect(parseMeasures("")).toEqual([]);
+  });
+
+  it("returns [] for whitespace-only string", () => {
+    expect(parseMeasures("   ")).toEqual([]);
+    expect(parseMeasures("\t\n  ")).toEqual([]);
+  });
+
+  it("splits semicolon-separated HubSpot output and trims each entry", () => {
+    expect(parseMeasures("ASHP;Solar PV;Loft insulation")).toEqual([
+      "ASHP",
+      "Solar PV",
+      "Loft insulation",
+    ]);
+  });
+
+  it("trims whitespace around semicolon-separated entries", () => {
+    expect(parseMeasures(" ASHP ;  Solar PV ;Loft insulation ")).toEqual([
+      "ASHP",
+      "Solar PV",
+      "Loft insulation",
+    ]);
+  });
+
+  it("splits legacy comma-separated input and trims", () => {
+    expect(parseMeasures("ASHP, Solar PV, Loft insulation")).toEqual([
+      "ASHP",
+      "Solar PV",
+      "Loft insulation",
+    ]);
+  });
+
+  it("tolerates a mix of semicolons and commas", () => {
+    expect(parseMeasures("ASHP; Solar PV, Loft insulation")).toEqual([
+      "ASHP",
+      "Solar PV",
+      "Loft insulation",
+    ]);
+  });
+
+  it("drops empty entries from trailing or duplicated separators", () => {
+    expect(parseMeasures("ASHP;;Solar PV;")).toEqual(["ASHP", "Solar PV"]);
+    expect(parseMeasures(",ASHP,,Solar PV,")).toEqual(["ASHP", "Solar PV"]);
+  });
+
+  it("returns a single entry when the input contains no separator", () => {
+    expect(parseMeasures("ASHP")).toEqual(["ASHP"]);
+    expect(parseMeasures("  ASHP  ")).toEqual(["ASHP"]);
+  });
+});
diff --git a/src/app/lib/parseMeasures.ts b/src/app/lib/parseMeasures.ts
new file mode 100644
index 0000000..06bf73b
--- /dev/null
+++ b/src/app/lib/parseMeasures.ts
@@ -0,0 +1,20 @@
+/**
+ * Parses a measure-list string from the HubSpot pull pipeline.
+ *
+ * HubSpot's `proposed_measures` field is delivered as a semicolon-separated
+ * list (its native multi-select format). Earlier records were sometimes stored
+ * as comma-separated strings, and freeform text from contractors may use either
+ * separator. To keep the UI tolerant we accept both `;` and `,` as delimiters.
+ *
+ * Empty / whitespace-only inputs return `[]`. Individual entries are trimmed
+ * and any blank entries (e.g. from a trailing separator) are dropped.
+ */
+export function parseMeasures(raw: string | null | undefined): string[] {
+  if (!raw) return [];
+  // Tolerant strategy: split on either `;` or `,`. HubSpot's multi-select
+  // exports use `;` natively; legacy values and ad-hoc text may use `,`.
+  return raw
+    .split(/[;,]/)
+    .map((m) => m.trim())
+    .filter(Boolean);
+}
diff --git a/src/app/lib/pibiSectionHelpers.test.ts b/src/app/lib/pibiSectionHelpers.test.ts
new file mode 100644
index 0000000..20e6d0b
--- /dev/null
+++ b/src/app/lib/pibiSectionHelpers.test.ts
@@ -0,0 +1,107 @@
+import { describe, it, expect } from "vitest";
+import {
+  groupByBatch,
+  formatDate,
+  toDateInputValue,
+  dateInputToIso,
+} from "./pibiSectionHelpers";
+
+// ── groupByBatch ───────────────────────────────────────────────────────────────
+
+describe("groupByBatch", () => {
+  it("returns empty array for no rows", () => {
+    expect(groupByBatch([])).toEqual([]);
+  });
+
+  it("groups rows with the same orderedAt into one batch", () => {
+    const orderedAt = "2026-05-01T00:00:00.000Z";
+    const rows = [
+      { id: "1", measureName: "CWI", orderedAt, completedAt: null },
+      { id: "2", measureName: "ASHP", orderedAt, completedAt: null },
+    ];
+    const batches = groupByBatch(rows);
+    expect(batches).toHaveLength(1);
+    expect(batches[0].orderedAt).toBe(orderedAt);
+    expect(batches[0].rows).toHaveLength(2);
+  });
+
+  it("creates separate batches for different orderedAt values", () => {
+    const rows = [
+      { id: "1", measureName: "CWI", orderedAt: "2026-05-01T00:00:00.000Z", completedAt: null },
+      { id: "2", measureName: "ASHP", orderedAt: "2026-05-15T00:00:00.000Z", completedAt: null },
+    ];
+    const batches = groupByBatch(rows);
+    expect(batches).toHaveLength(2);
+  });
+
+  it("preserves insertion order of first-seen orderedAt keys", () => {
+    const first = "2026-04-01T00:00:00.000Z";
+    const second = "2026-05-01T00:00:00.000Z";
+    const rows = [
+      { id: "1", measureName: "CWI", orderedAt: first, completedAt: null },
+      { id: "2", measureName: "ASHP", orderedAt: second, completedAt: null },
+      { id: "3", measureName: "EWI", orderedAt: first, completedAt: null },
+    ];
+    const batches = groupByBatch(rows);
+    expect(batches[0].orderedAt).toBe(first);
+    expect(batches[0].rows).toHaveLength(2);
+    expect(batches[1].orderedAt).toBe(second);
+  });
+});
+
+// ── formatDate ─────────────────────────────────────────────────────────────────
+
+describe("formatDate", () => {
+  it("returns em-dash for null", () => {
+    expect(formatDate(null)).toBe("—");
+  });
+
+  it("returns em-dash for empty string", () => {
+    expect(formatDate("")).toBe("—");
+  });
+
+  it("formats a valid ISO date as dd Mon yyyy in en-GB locale", () => {
+    expect(formatDate("2026-05-06T00:00:00.000Z")).toBe("06 May 2026");
+  });
+
+  it("returns em-dash for an unparseable string", () => {
+    expect(formatDate("not-a-date")).toBe("—");
+  });
+});
+
+// ── toDateInputValue ───────────────────────────────────────────────────────────
+
+describe("toDateInputValue", () => {
+  it("returns empty string for null", () => {
+    expect(toDateInputValue(null)).toBe("");
+  });
+
+  it("converts ISO to YYYY-MM-DD using UTC date parts", () => {
+    expect(toDateInputValue("2026-05-06T00:00:00.000Z")).toBe("2026-05-06");
+  });
+
+  it("zero-pads month and day", () => {
+    expect(toDateInputValue("2026-01-09T00:00:00.000Z")).toBe("2026-01-09");
+  });
+
+  it("returns empty string for unparseable input", () => {
+    expect(toDateInputValue("not-a-date")).toBe("");
+  });
+});
+
+// ── dateInputToIso ─────────────────────────────────────────────────────────────
+
+describe("dateInputToIso", () => {
+  it("returns null for empty string", () => {
+    expect(dateInputToIso("")).toBeNull();
+  });
+
+  it("converts YYYY-MM-DD to midnight UTC ISO string", () => {
+    expect(dateInputToIso("2026-05-06")).toBe("2026-05-06T00:00:00.000Z");
+  });
+
+  it("round-trips with toDateInputValue", () => {
+    const iso = "2026-03-15T00:00:00.000Z";
+    expect(dateInputToIso(toDateInputValue(iso))).toBe(iso);
+  });
+});
diff --git a/src/app/lib/pibiSectionHelpers.ts b/src/app/lib/pibiSectionHelpers.ts
new file mode 100644
index 0000000..e4dbfc7
--- /dev/null
+++ b/src/app/lib/pibiSectionHelpers.ts
@@ -0,0 +1,53 @@
+export type PibiRow = {
+  id: string;
+  measureName: string;
+  orderedAt: string;
+  completedAt: string | null;
+};
+
+export type PibiBatch = {
+  orderedAt: string;
+  rows: PibiRow[];
+};
+
+export function groupByBatch(rows: PibiRow[]): PibiBatch[] {
+  const map = new Map<string, PibiRow[]>();
+  for (const row of rows) {
+    const key = row.orderedAt;
+    if (!map.has(key)) map.set(key, []);
+    map.get(key)!.push(row);
+  }
+  return Array.from(map.entries()).map(([orderedAt, rows]) => ({ orderedAt, rows }));
+}
+
+export function formatDate(iso: string | null): string {
+  if (!iso) return "—";
+  try {
+    const d = new Date(iso);
+    if (isNaN(d.getTime())) return "—";
+    return d.toLocaleDateString("en-GB", {
+      day: "2-digit", month: "short", year: "numeric",
+    });
+  } catch {
+    return "—";
+  }
+}
+
+export function toDateInputValue(iso: string | null): string {
+  if (!iso) return "";
+  try {
+    const d = new Date(iso);
+    if (isNaN(d.getTime())) return "";
+    const yyyy = d.getUTCFullYear();
+    const mm = String(d.getUTCMonth() + 1).padStart(2, "0");
+    const dd = String(d.getUTCDate()).padStart(2, "0");
+    return `${yyyy}-${mm}-${dd}`;
+  } catch {
+    return "";
+  }
+}
+
+export function dateInputToIso(value: string): string | null {
+  if (!value) return null;
+  return new Date(`${value}T00:00:00.000Z`).toISOString();
+}
diff --git a/src/app/lib/selectPibiMeasures.test.ts b/src/app/lib/selectPibiMeasures.test.ts
new file mode 100644
index 0000000..ae228e5
--- /dev/null
+++ b/src/app/lib/selectPibiMeasures.test.ts
@@ -0,0 +1,194 @@
+/**
+ * Unit tests for the PIBI-selection service (issue #254).
+ *
+ * These tests exercise the orchestration logic — DB transaction +
+ * post-commit HubSpot push — by injecting lightweight fakes for the DB
+ * hooks. The tests never touch the real DB or HubSpot client.
+ *
+ * Key properties verified:
+ *   - Happy path: rows inserted, HubSpot push called with correct property,
+ *     pushed_at stamped.
+ *   - No approval rows are created or modified.
+ *   - Sync semantics: pushed_at null when HubSpot fails.
+ *   - DB failure: returns ok=false, no HubSpot call.
+ *   - Empty selection: clears all rows and pushes an empty list.
+ */
+import { describe, expect, it, vi } from "vitest";
+import {
+  PIBI_MEASURES_PROP,
+  selectPibiMeasures,
+} from "./selectPibiMeasures";
+import type {
+  RunPibiTx,
+  StampPushedAt,
+  SyncMeasuresField,
+} from "./selectPibiMeasures";
+
+function makeDeps(overrides?: {
+  txResult?: { insertedRowIds: bigint[] };
+  txError?: Error;
+  syncResult?: { ok: true } | { ok: false; error: string };
+  stampError?: Error;
+}) {
+  const txResult = overrides?.txResult ?? { insertedRowIds: [1n, 2n] };
+
+  const runPibiTx: RunPibiTx = vi.fn(async () => {
+    if (overrides?.txError) throw overrides.txError;
+    return txResult;
+  });
+
+  const syncMeasuresField: SyncMeasuresField = vi.fn(async () => {
+    return overrides?.syncResult ?? ({ ok: true } as const);
+  });
+
+  const stampPushedAt: StampPushedAt = vi.fn(async () => {
+    if (overrides?.stampError) throw overrides.stampError;
+  });
+
+  return { runPibiTx, syncMeasuresField, stampPushedAt };
+}
+
+describe("selectPibiMeasures — happy path", () => {
+  it("commits the tx, pushes to HubSpot under the PIBI property, stamps pushed_at", async () => {
+    const deps = makeDeps({
+      txResult: { insertedRowIds: [10n, 11n] },
+    });
+
+    const result = await selectPibiMeasures({
+      dealId: "deal-1",
+      measureNames: ["ASHP", "Solar PV"],
+      userId: 5n,
+      deps,
+    });
+
+    expect(result).toMatchObject({
+      ok: true,
+      insertedRowIds: [10n, 11n],
+      hubspotSync: "ok",
+    });
+
+    expect(deps.runPibiTx).toHaveBeenCalledWith({
+      dealId: "deal-1",
+      measureNames: ["ASHP", "Solar PV"],
+      userId: 5n,
+    });
+
+    // Must push to the PIBI property specifically, not instructed_measures.
+    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(1);
+    expect(deps.syncMeasuresField).toHaveBeenCalledWith({
+      hubspotDealId: "deal-1",
+      propName: PIBI_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV"],
+    });
+
+    expect(deps.stampPushedAt).toHaveBeenCalledWith([10n, 11n]);
+  });
+
+  it("handles an empty selection — clears rows and pushes an empty list", async () => {
+    const deps = makeDeps({
+      txResult: { insertedRowIds: [] },
+    });
+
+    const result = await selectPibiMeasures({
+      dealId: "deal-2",
+      measureNames: [],
+      userId: 3n,
+      deps,
+    });
+
+    expect(result).toMatchObject({
+      ok: true,
+      insertedRowIds: [],
+      hubspotSync: "ok",
+    });
+
+    expect(deps.syncMeasuresField).toHaveBeenCalledWith({
+      hubspotDealId: "deal-2",
+      propName: PIBI_MEASURES_PROP,
+      measureNames: [],
+    });
+
+    // Nothing to stamp when no rows were inserted.
+    expect(deps.stampPushedAt).toHaveBeenCalledWith([]);
+  });
+});
+
+describe("selectPibiMeasures — no approval rows touched", () => {
+  it("never calls any approval-related function", async () => {
+    // The deps object only exposes pibi-specific hooks; if the service
+    // called any approval function it would have to import it separately.
+    // We simply confirm the service returns ok=true and only the three
+    // expected hooks were invoked — no approval side-effects possible.
+    const deps = makeDeps();
+    const result = await selectPibiMeasures({
+      dealId: "deal-3",
+      measureNames: ["EWI"],
+      userId: 1n,
+      deps,
+    });
+    expect(result.ok).toBe(true);
+    // Only these three hooks should exist / be called.
+    expect(Object.keys(deps)).toEqual(["runPibiTx", "syncMeasuresField", "stampPushedAt"]);
+  });
+});
+
+describe("selectPibiMeasures — DB transaction failure", () => {
+  it("returns ok=false and skips HubSpot when the tx throws", async () => {
+    const deps = makeDeps({ txError: new Error("insert failed") });
+
+    const result = await selectPibiMeasures({
+      dealId: "deal-x",
+      measureNames: ["ASHP"],
+      userId: 1n,
+      deps,
+    });
+
+    expect(result).toEqual({ ok: false, error: "insert failed" });
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+});
+
+describe("selectPibiMeasures — HubSpot push failure leaves pushed_at null", () => {
+  it("returns ok=true with hubspotSync=failed and does NOT stamp pushed_at", async () => {
+    const deps = makeDeps({
+      txResult: { insertedRowIds: [20n] },
+      syncResult: { ok: false, error: "hubspot 503" },
+    });
+
+    const result = await selectPibiMeasures({
+      dealId: "deal-h",
+      measureNames: ["CWI"],
+      userId: 2n,
+      deps,
+    });
+
+    expect(result).toMatchObject({
+      ok: true,
+      insertedRowIds: [20n],
+      hubspotSync: "failed",
+      hubspotError: "hubspot 503",
+    });
+
+    // DB was committed (tx called) but pushed_at NOT stamped.
+    expect(deps.runPibiTx).toHaveBeenCalledTimes(1);
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+});
+
+describe("selectPibiMeasures — sync called with correct property name", () => {
+  it("always passes measures_for_pibi_ordered as propName, never instructed_measures", async () => {
+    const deps = makeDeps();
+    await selectPibiMeasures({
+      dealId: "deal-prop",
+      measureNames: ["Loft insulation", "CWI"],
+      userId: 7n,
+      deps,
+    });
+
+    const callArg = (deps.syncMeasuresField as ReturnType<typeof vi.fn>).mock
+      .calls[0][0] as { propName: string };
+    expect(callArg.propName).toBe("measures_for_pibi_ordered");
+    expect(callArg.propName).not.toBe("instructed_measures");
+  });
+});
diff --git a/src/app/lib/selectPibiMeasures.ts b/src/app/lib/selectPibiMeasures.ts
new file mode 100644
index 0000000..aa2b734
--- /dev/null
+++ b/src/app/lib/selectPibiMeasures.ts
@@ -0,0 +1,187 @@
+/**
+ * PIBI-selection service (issue #254)
+ *
+ * Lets an approver mark which measures on a deal are going for PIBI. The
+ * selection is recorded locally as `user_defined_deal_measures` rows with
+ * `source = "pibi_ordered"` and pushed back to HubSpot under the
+ * `measures_for_pibi_ordered` deal property via `syncMeasuresFieldToHubSpot`.
+ *
+ * Semantics deliberately mirror instruct-measure (issue #253):
+ *  - The incoming `measureNames[]` is the NEW desired set, not a delta. The
+ *    service REPLACES all existing `pibi_ordered` rows for the deal, then
+ *    re-inserts one row per selected measure.
+ *  - No `deal_measure_approvals` rows are created or modified.
+ *  - `pushed_at` is stamped on every new row when HubSpot sync succeeds;
+ *    left null on failure so a reconcile job can retry.
+ *  - HubSpot push failures do NOT roll back the DB.
+ *
+ * The service accepts injectable deps so it stays environment-free in tests.
+ */
+import { and, eq } from "drizzle-orm";
+import { db } from "@/app/db/db";
+import { userDefinedDealMeasures } from "@/app/db/schema/user_defined_deal_measures";
+import { syncMeasuresFieldToHubSpot as defaultSyncMeasuresField } from "@/app/lib/hubspot/dealSync";
+
+export const PIBI_MEASURES_PROP = "measures_for_pibi_ordered";
+
+// ---------------------------------------------------------------------------
+// Injected dependency types — mirrors the pattern in instructMeasure.ts so
+// the service is fully testable without touching the real DB or HubSpot.
+// ---------------------------------------------------------------------------
+
+export type SyncMeasuresField = typeof defaultSyncMeasuresField;
+
+/**
+ * Replace the pibi_ordered rows for the deal inside a transaction.
+ * Returns the IDs of the newly inserted rows (one per selected measure).
+ */
+export type RunPibiTx = (params: {
+  dealId: string;
+  measureNames: string[];
+  userId: bigint;
+}) => Promise<{ insertedRowIds: bigint[] }>;
+
+export type StampPushedAt = (rowIds: bigint[]) => Promise<void>;
+
+// ---------------------------------------------------------------------------
+// Public result type
+// ---------------------------------------------------------------------------
+
+export type SelectPibiMeasuresResult =
+  | {
+      ok: true;
+      insertedRowIds: bigint[];
+      hubspotSync: "ok" | "failed";
+      hubspotError?: string;
+    }
+  | { ok: false; error: string };
+
+// ---------------------------------------------------------------------------
+// Input
+// ---------------------------------------------------------------------------
+
+export interface SelectPibiMeasuresInput {
+  dealId: string;
+  /** The FULL desired set of PIBI measures (replaces any prior selection). */
+  measureNames: string[];
+  userId: bigint;
+  deps?: {
+    runPibiTx?: RunPibiTx;
+    syncMeasuresField?: SyncMeasuresField;
+    stampPushedAt?: StampPushedAt;
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Default DB-backed implementations
+// ---------------------------------------------------------------------------
+
+const defaultRunPibiTx: RunPibiTx = async ({ dealId, measureNames, userId }) => {
+  return await db.transaction(async (tx) => {
+    // Delete ALL existing pibi_ordered rows for this deal so the new
+    // selection fully replaces the previous one.
+    await tx
+      .delete(userDefinedDealMeasures)
+      .where(
+        and(
+          eq(userDefinedDealMeasures.hubspotDealId, dealId),
+          eq(userDefinedDealMeasures.source, "pibi_ordered"),
+        ),
+      );
+
+    if (measureNames.length === 0) {
+      return { insertedRowIds: [] };
+    }
+
+    const inserted = await tx
+      .insert(userDefinedDealMeasures)
+      .values(
+        measureNames.map((measureName) => ({
+          hubspotDealId: dealId,
+          measureName,
+          source: "pibi_ordered" as const,
+          createdByUserId: userId,
+        })),
+      )
+      .returning({ id: userDefinedDealMeasures.id });
+
+    return { insertedRowIds: inserted.map((r) => r.id) };
+  });
+};
+
+const defaultStampPushedAt: StampPushedAt = async (rowIds) => {
+  if (rowIds.length === 0) return;
+  for (const rowId of rowIds) {
+    await db
+      .update(userDefinedDealMeasures)
+      .set({ pushedAt: new Date() })
+      .where(eq(userDefinedDealMeasures.id, rowId));
+  }
+};
+
+// ---------------------------------------------------------------------------
+// Service entry-point
+// ---------------------------------------------------------------------------
+
+export async function selectPibiMeasures(
+  input: SelectPibiMeasuresInput,
+): Promise<SelectPibiMeasuresResult> {
+  const runPibiTx = input.deps?.runPibiTx ?? defaultRunPibiTx;
+  const syncMeasuresField =
+    input.deps?.syncMeasuresField ?? defaultSyncMeasuresField;
+  const stampPushedAt = input.deps?.stampPushedAt ?? defaultStampPushedAt;
+
+  // -------------------------------------------------------------------------
+  // DB transaction. Any throw here rolls everything back — no row is
+  // touched, no HubSpot push happens.
+  // -------------------------------------------------------------------------
+  let txResult: { insertedRowIds: bigint[] };
+  try {
+    txResult = await runPibiTx({
+      dealId: input.dealId,
+      measureNames: input.measureNames,
+      userId: input.userId,
+    });
+  } catch (err) {
+    const message =
+      err instanceof Error ? err.message : "Failed to save PIBI measures";
+    console.error("[selectPibiMeasures] transaction failed", {
+      dealId: input.dealId,
+      error: err,
+    });
+    return { ok: false, error: message };
+  }
+
+  // -------------------------------------------------------------------------
+  // Post-commit: push the new selection list to HubSpot. Failures here do
+  // NOT roll back the DB; `pushed_at` simply stays null.
+  // -------------------------------------------------------------------------
+  const syncResult = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: PIBI_MEASURES_PROP,
+    measureNames: input.measureNames,
+  });
+
+  if (syncResult.ok) {
+    try {
+      await stampPushedAt(txResult.insertedRowIds);
+    } catch (err) {
+      console.error("[selectPibiMeasures] failed to stamp pushed_at", {
+        rowIds: txResult.insertedRowIds.map(String),
+        error: err,
+      });
+    }
+    return {
+      ok: true,
+      insertedRowIds: txResult.insertedRowIds,
+      hubspotSync: "ok",
+    };
+  }
+
+  return {
+    ok: true,
+    insertedRowIds: txResult.insertedRowIds,
+    hubspotSync: "failed",
+    hubspotError: syncResult.error,
+  };
+}
diff --git a/src/app/lib/softWarnings.test.ts b/src/app/lib/softWarnings.test.ts
new file mode 100644
index 0000000..6afc153
--- /dev/null
+++ b/src/app/lib/softWarnings.test.ts
@@ -0,0 +1,39 @@
+import { describe, expect, it } from "vitest";
+import { outOfOrderInstructionWarning } from "./softWarnings";
+
+describe("outOfOrderInstructionWarning", () => {
+  it("returns null when there are no technical-approved measures", () => {
+    expect(
+      outOfOrderInstructionWarning({
+        technicalApprovedMeasuresForInstall: null,
+      }),
+    ).toBeNull();
+    expect(
+      outOfOrderInstructionWarning({
+        technicalApprovedMeasuresForInstall: "",
+      }),
+    ).toBeNull();
+    expect(
+      outOfOrderInstructionWarning({
+        technicalApprovedMeasuresForInstall: undefined,
+      }),
+    ).toBeNull();
+  });
+
+  it("returns a non-empty warning when technical-approved measures exist", () => {
+    const w = outOfOrderInstructionWarning({
+      technicalApprovedMeasuresForInstall: "ASHP;Solar PV",
+    });
+    expect(typeof w).toBe("string");
+    expect(w?.toLowerCase()).toContain("technical-approved");
+    expect(w?.toLowerCase()).toContain("out of");
+  });
+
+  it("treats whitespace-only text as no measures", () => {
+    expect(
+      outOfOrderInstructionWarning({
+        technicalApprovedMeasuresForInstall: "   ",
+      }),
+    ).toBeNull();
+  });
+});
diff --git a/src/app/lib/softWarnings.ts b/src/app/lib/softWarnings.ts
new file mode 100644
index 0000000..2bfd3dc
--- /dev/null
+++ b/src/app/lib/softWarnings.ts
@@ -0,0 +1,36 @@
+/**
+ * Soft warnings (issue #253)
+ *
+ * Cross-cutting helper for non-blocking, advisory messages surfaced in the
+ * UI. The first use case is the "out-of-order" warning shown above the
+ * Instruct-measure form when a deal already has technical-approved
+ * measures: instructing a new measure at that point is unusual and the
+ * approver should pause before doing it.
+ *
+ * Kept deliberately small and stateless so later slices (e.g. PIBI flow,
+ * lodgement guards) can reuse it. The shape is `(deal) => string | null`
+ * so callers can render the warning verbatim or fold it into a list.
+ */
+import { parseMeasures } from "@/app/lib/parseMeasures";
+
+export interface OutOfOrderInstructionDealLike {
+  technicalApprovedMeasuresForInstall?: string | null;
+}
+
+/**
+ * Soft warning shown above the Instruct-measure form when the deal has
+ * already moved into the technical-approved phase. Returns `null` when
+ * there are no technical-approved measures (i.e. the instruction is in
+ * order).
+ */
+export function outOfOrderInstructionWarning(
+  deal: OutOfOrderInstructionDealLike,
+): string | null {
+  const measures = parseMeasures(deal.technicalApprovedMeasuresForInstall);
+  if (measures.length === 0) return null;
+  return (
+    "This deal already has technical-approved measures for install. " +
+    "Instructing a new measure now is out of the usual order — confirm " +
+    "with the coordinator before proceeding."
+  );
+}
diff --git a/src/app/lib/updatePibiRequest.test.ts b/src/app/lib/updatePibiRequest.test.ts
new file mode 100644
index 0000000..a823e9d
--- /dev/null
+++ b/src/app/lib/updatePibiRequest.test.ts
@@ -0,0 +1,107 @@
+import { describe, expect, it, vi } from "vitest";
+import { updatePibiRequest, PIBI_ORDERED_TEXT_PROP } from "./updatePibiRequest";
+import type { RunUpdatePibiTx, SyncMeasuresField } from "./updatePibiRequest";
+
+function makeDeps(overrides?: {
+  txResult?: { allMeasureNames: string[] };
+  txError?: Error;
+  syncResult?: { ok: true } | { ok: false; error: string };
+}) {
+  const txResult = overrides?.txResult ?? { allMeasureNames: ["CWI", "ASHP"] };
+
+  const runUpdateTx: RunUpdatePibiTx = vi.fn(async () => {
+    if (overrides?.txError) throw overrides.txError;
+    return txResult;
+  });
+
+  const syncMeasuresField: SyncMeasuresField = vi.fn(async () => {
+    return overrides?.syncResult ?? ({ ok: true } as const);
+  });
+
+  return { runUpdateTx, syncMeasuresField };
+}
+
+describe("updatePibiRequest — happy path", () => {
+  it("updates row, re-syncs all deal measures to HubSpot", async () => {
+    const completedAt = new Date("2026-05-10T12:00:00Z");
+    const deps = makeDeps({
+      txResult: { allMeasureNames: ["CWI", "ASHP"] },
+    });
+
+    const result = await updatePibiRequest({
+      id: 7n,
+      dealId: "deal-1",
+      updates: { completedAt },
+      deps,
+    });
+
+    expect(result).toEqual({ ok: true, hubspotSync: "ok" });
+
+    expect(deps.runUpdateTx).toHaveBeenCalledWith({
+      id: 7n,
+      dealId: "deal-1",
+      updates: { completedAt },
+    });
+
+    expect(deps.syncMeasuresField).toHaveBeenCalledWith({
+      hubspotDealId: "deal-1",
+      propName: PIBI_ORDERED_TEXT_PROP,
+      measureNames: ["CWI", "ASHP"],
+    });
+  });
+
+  it("can update measureName, orderedAt, and completedAt", async () => {
+    const orderedAt = new Date("2026-05-01T09:00:00Z");
+    const deps = makeDeps();
+
+    await updatePibiRequest({
+      id: 3n,
+      dealId: "deal-2",
+      updates: { measureName: "EWI", orderedAt },
+      deps,
+    });
+
+    expect(deps.runUpdateTx).toHaveBeenCalledWith({
+      id: 3n,
+      dealId: "deal-2",
+      updates: { measureName: "EWI", orderedAt },
+    });
+  });
+});
+
+describe("updatePibiRequest — DB failure", () => {
+  it("returns ok=false, skips HubSpot when tx throws", async () => {
+    const deps = makeDeps({ txError: new Error("row not found") });
+
+    const result = await updatePibiRequest({
+      id: 99n,
+      dealId: "deal-x",
+      updates: { completedAt: new Date() },
+      deps,
+    });
+
+    expect(result).toEqual({ ok: false, error: "row not found" });
+    expect(deps.syncMeasuresField).not.toHaveBeenCalled();
+  });
+});
+
+describe("updatePibiRequest — HubSpot failure", () => {
+  it("returns ok=true with hubspotSync=failed", async () => {
+    const deps = makeDeps({
+      syncResult: { ok: false, error: "hubspot timeout" },
+    });
+
+    const result = await updatePibiRequest({
+      id: 5n,
+      dealId: "deal-h",
+      updates: { completedAt: new Date() },
+      deps,
+    });
+
+    expect(result).toMatchObject({
+      ok: true,
+      hubspotSync: "failed",
+      hubspotError: "hubspot timeout",
+    });
+  });
+});
diff --git a/src/app/lib/updatePibiRequest.ts b/src/app/lib/updatePibiRequest.ts
new file mode 100644
index 0000000..e329a8c
--- /dev/null
+++ b/src/app/lib/updatePibiRequest.ts
@@ -0,0 +1,111 @@
+import { db } from "@/app/db/db";
+import { pibiRequests } from "@/app/db/schema/pibi_requests";
+import { eq, and } from "drizzle-orm";
+import { syncMeasuresFieldToHubSpot as defaultSyncMeasuresField } from "@/app/lib/hubspot/dealSync";
+
+export { PIBI_ORDERED_TEXT_PROP } from "./createPibiRequests";
+import { PIBI_ORDERED_TEXT_PROP } from "./createPibiRequests";
+
+// ---------------------------------------------------------------------------
+// Injectable dep types
+// ---------------------------------------------------------------------------
+
+export type RunUpdatePibiTx = (params: {
+  id: bigint;
+  dealId: string;
+  updates: PibiRequestUpdates;
+}) => Promise<{ allMeasureNames: string[] }>;
+
+export type SyncMeasuresField = typeof defaultSyncMeasuresField;
+
+// ---------------------------------------------------------------------------
+// Types
+// ---------------------------------------------------------------------------
+
+export interface PibiRequestUpdates {
+  measureName?: string;
+  orderedAt?: Date;
+  completedAt?: Date | null;
+}
+
+export type UpdatePibiRequestResult =
+  | { ok: true; hubspotSync: "ok" | "failed"; hubspotError?: string }
+  | { ok: false; error: string };
+
+export interface UpdatePibiRequestInput {
+  id: bigint;
+  dealId: string;
+  updates: PibiRequestUpdates;
+  deps?: {
+    runUpdateTx?: RunUpdatePibiTx;
+    syncMeasuresField?: SyncMeasuresField;
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Default DB-backed implementation
+// ---------------------------------------------------------------------------
+
+const defaultRunUpdateTx: RunUpdatePibiTx = async ({ id, dealId, updates }) => {
+  return await db.transaction(async (tx) => {
+    const result = await tx
+      .update(pibiRequests)
+      .set({
+        ...(updates.measureName !== undefined && { measureName: updates.measureName }),
+        ...(updates.orderedAt !== undefined && { orderedAt: updates.orderedAt }),
+        ...(updates.completedAt !== undefined && { completedAt: updates.completedAt }),
+      })
+      .where(and(eq(pibiRequests.id, id), eq(pibiRequests.hubspotDealId, dealId)))
+      .returning({ id: pibiRequests.id });
+
+    if (result.length === 0) {
+      throw new Error("PIBI request not found");
+    }
+
+    const allRows = await tx
+      .select({ measureName: pibiRequests.measureName })
+      .from(pibiRequests)
+      .where(eq(pibiRequests.hubspotDealId, dealId));
+
+    return { allMeasureNames: allRows.map((r) => r.measureName) };
+  });
+};
+
+// ---------------------------------------------------------------------------
+// Service entry-point
+// ---------------------------------------------------------------------------
+
+export async function updatePibiRequest(
+  input: UpdatePibiRequestInput,
+): Promise<UpdatePibiRequestResult> {
+  const runUpdateTx = input.deps?.runUpdateTx ?? defaultRunUpdateTx;
+  const syncMeasuresField = input.deps?.syncMeasuresField ?? defaultSyncMeasuresField;
+
+  let txResult: { allMeasureNames: string[] };
+  try {
+    txResult = await runUpdateTx({
+      id: input.id,
+      dealId: input.dealId,
+      updates: input.updates,
+    });
+  } catch (err) {
+    const message = err instanceof Error ? err.message : "Failed to update PIBI request";
+    return { ok: false, error: message };
+  }
+
+  const syncResult = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: PIBI_ORDERED_TEXT_PROP,
+    measureNames: txResult.allMeasureNames,
+  });
+
+  if (syncResult.ok) {
+    return { ok: true, hubspotSync: "ok" };
+  }
+
+  return {
+    ok: true,
+    hubspotSync: "failed",
+    hubspotError: syncResult.error,
+  };
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
new file mode 100644
index 0000000..3824b1b
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
@@ -0,0 +1,176 @@
+"use client";
+
+import { useRouter } from "next/navigation";
+import Link from "next/link";
+import { ArrowRightIcon } from "@heroicons/react/24/outline";
+import {
+  useBulkUploadProgress,
+  useFinalize,
+  useRequestCombine,
+} from "@/lib/bulkUpload/client";
+
+interface Props {
+  portfolioSlug: string;
+  portfolioId: string;
+  uploadId: string;
+  isDomnaUser: boolean;
+}
+
+const TASK_TERMINAL_STATUSES = new Set(["complete", "completed", "failed", "failure", "error"]);
+const TASK_FAILED_STATUSES = new Set(["failed", "failure", "error"]);
+
+export default function OnboardingProgress({
+  portfolioSlug,
+  portfolioId,
+  uploadId,
+  isDomnaUser,
+}: Props) {
+  const router = useRouter();
+  const progress = useBulkUploadProgress(portfolioId, uploadId);
+  const combine = useRequestCombine(portfolioId, uploadId);
+  const finalize = useFinalize(portfolioId, uploadId);
+
+  if (progress.isError) return null;
+  if (!progress.data) {
+    return (
+      <div className="mt-4 flex items-center gap-2 text-sm text-gray-400">
+        <span className="w-4 h-4 rounded-full border-2 border-gray-300 border-t-transparent animate-spin" />
+        Loading progress…
+      </div>
+    );
+  }
+
+  const { task, upload } = progress.data;
+  const total = task?.totalSubtasks ?? 0;
+  const completedSubtasks = task?.completedSubtasks ?? 0;
+  const failedSubtasks = task?.failedSubtasks ?? 0;
+  const percent = total > 0 ? Math.round((completedSubtasks / total) * 100) : 0;
+
+  const taskStatus = task?.status.toLowerCase() ?? "";
+  const taskDone = TASK_TERMINAL_STATUSES.has(taskStatus);
+  const taskFailed = TASK_FAILED_STATUSES.has(taskStatus);
+  const isCombining = upload.status === "combining";
+  const isImporting = upload.status === "awaiting_review";
+
+  const canRunCombiner = taskDone && !taskFailed && upload.status === "processing";
+  const canFinalize = upload.status === "awaiting_review";
+
+  return (
+    <div className="mt-6 space-y-3">
+      <div className="w-full bg-gray-100 rounded-full h-2 overflow-hidden">
+        <div
+          className={`h-2 rounded-full transition-all duration-500 ${taskFailed ? "bg-red-400" : "bg-[#14163d]"}`}
+          style={{ width: total > 0 ? `${percent}%` : "4%" }}
+        />
+      </div>
+
+      <div className="flex items-center gap-4 text-xs text-gray-500">
+        {total > 0 && (
+          <span>
+            <span className="font-semibold text-gray-700">{completedSubtasks}</span> / {total} batches complete
+          </span>
+        )}
+        {failedSubtasks > 0 && (
+          <span className="flex items-center gap-1 text-red-500 font-semibold">
+            <span className="w-1.5 h-1.5 rounded-full bg-red-400" />
+            {failedSubtasks} failed
+          </span>
+        )}
+        {!taskDone && (
+          <span className="flex items-center gap-1 text-blue-500">
+            <span className="w-1.5 h-1.5 rounded-full bg-blue-400 animate-pulse" />
+            Running
+          </span>
+        )}
+        {isCombining && (
+          <span className="flex items-center gap-1 text-blue-500">
+            <span className="w-1.5 h-1.5 rounded-full bg-blue-400 animate-pulse" />
+            Combining results…
+          </span>
+        )}
+        {isImporting && (
+          <span className="flex items-center gap-1 text-blue-500">
+            <span className="w-1.5 h-1.5 rounded-full bg-blue-400 animate-pulse" />
+            Awaiting import
+          </span>
+        )}
+      </div>
+
+      {(canRunCombiner || canFinalize) && (
+        <div className="flex flex-col gap-2 pt-2">
+          {canRunCombiner && (
+            <StageButton
+              label="Run Combiner"
+              activeLabel="Starting combiner…"
+              isPending={combine.isPending}
+              onClick={() => combine.mutate()}
+            />
+          )}
+          {canFinalize && (
+            <StageButton
+              label="Finalise"
+              activeLabel="Finalising…"
+              isPending={finalize.isPending}
+              onClick={() =>
+                finalize.mutate(undefined, { onSuccess: () => router.refresh() })
+              }
+            />
+          )}
+        </div>
+      )}
+
+      {combine.error && (
+        <p className="text-xs text-red-500">{combine.error.message}</p>
+      )}
+      {finalize.error && (
+        <div className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-xs text-red-700">
+          <p className="font-semibold">Import failed</p>
+          <p className="text-red-600 mt-0.5 break-words">{finalize.error.message}</p>
+        </div>
+      )}
+
+      {isDomnaUser && (
+        <Link
+          href={`/portfolio/${portfolioSlug}/settings/logs`}
+          className="text-xs text-gray-400 hover:text-gray-700 underline underline-offset-2 transition-colors"
+        >
+          View detailed logs
+        </Link>
+      )}
+    </div>
+  );
+}
+
+function StageButton({
+  label,
+  activeLabel,
+  isPending,
+  onClick,
+}: {
+  label: string;
+  activeLabel: string;
+  isPending: boolean;
+  onClick: () => void;
+}) {
+  return (
+    <button
+      onClick={onClick}
+      disabled={isPending}
+      className={`inline-flex items-center gap-2 self-start px-5 py-2 rounded-xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold transition-opacity ${
+        isPending ? "opacity-50 cursor-not-allowed" : "hover:opacity-90"
+      }`}
+    >
+      {isPending ? (
+        <>
+          <span className="w-4 h-4 rounded-full border-2 border-white border-t-transparent animate-spin" />
+          {activeLabel}
+        </>
+      ) : (
+        <>
+          {label}
+          <ArrowRightIcon className="h-4 w-4" />
+        </>
+      )}
+    </button>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
new file mode 100644
index 0000000..afd6117
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
@@ -0,0 +1,45 @@
+"use client";
+
+import { useRouter } from "next/navigation";
+import { ArrowRightIcon } from "@heroicons/react/24/outline";
+import { useStartAddressMatching } from "@/lib/bulkUpload/client";
+
+interface Props {
+  portfolioId: string;
+  uploadId: string;
+  filename: string;
+}
+
+export default function StartAddressMatchingButton({ portfolioId, uploadId }: Props) {
+  const router = useRouter();
+  const { mutate, isPending, error } = useStartAddressMatching(portfolioId, uploadId);
+
+  return (
+    <div className="mt-4">
+      <button
+        onClick={() => mutate(undefined, { onSuccess: () => router.refresh() })}
+        disabled={isPending}
+        className={`inline-flex items-center gap-2 px-5 py-2 rounded-xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold transition-opacity ${
+          isPending ? "opacity-50 cursor-not-allowed" : "hover:opacity-90"
+        }`}
+      >
+        {isPending ? (
+          <>
+            <span className="w-4 h-4 rounded-full border-2 border-white border-t-transparent animate-spin" />
+            Starting…
+          </>
+        ) : (
+          <>
+            Start Onboarding
+            <ArrowRightIcon className="h-4 w-4" />
+          </>
+        )}
+      </button>
+      {error && (
+        <p className="mt-2 text-xs text-red-500">
+          {error.message}
+        </p>
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx
new file mode 100644
index 0000000..adda7d3
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx
@@ -0,0 +1,258 @@
+"use client";
+
+import { useState } from "react";
+import { useRouter } from "next/navigation";
+import Link from "next/link";
+import {
+  ArrowLeftIcon,
+  ArrowRightIcon,
+  TableCellsIcon,
+  ArrowsRightLeftIcon,
+} from "@heroicons/react/24/outline";
+import { useSetColumnMapping } from "@/lib/bulkUpload/client";
+
+const INTERNAL_FIELDS = [
+  { value: "address_1", label: "Address 1", required: true },
+  { value: "address_2", label: "Address 2", required: false },
+  { value: "address_3", label: "Address 3", required: false },
+  { value: "postcode", label: "Postcode", required: true },
+  { value: "internal_reference", label: "Internal Reference (Optional)", required: false },
+  { value: "skip", label: "Skip this column", required: false },
+];
+
+const REQUIRED_VALUES = ["address_1", "postcode"];
+
+function autoDetect(header: string): string {
+  const h = header.toLowerCase().replace(/[\s_\-]/g, "");
+  if (/^(address|addr)(line)?(1|one)?$/.test(h)) return "address_1";
+  if (/^(address|addr)(line)?(2|two)|^street$/.test(h)) return "address_2";
+  if (/^(address|addr)(line)?(3|three)|^locality$|^town$|^city$/.test(h)) return "address_3";
+  if (/^post(al)?code$|^postcode$|^pcode$/.test(h)) return "postcode";
+  if (/^(internal)?ref(erence)?$|^id$/.test(h)) return "internal_reference";
+  return "skip";
+}
+
+function buildInitialMapping(
+  headers: string[],
+  existing?: Record<string, string>
+): Record<string, string> {
+  const mapping: Record<string, string> = {};
+  for (const h of headers) {
+    mapping[h] = existing?.[h] ?? autoDetect(h);
+  }
+  return mapping;
+}
+
+interface Props {
+  portfolioId: string;
+  uploadId: string;
+  filename: string;
+  sourceHeaders: string[];
+  existingMapping?: Record<string, string>;
+}
+
+export default function MapColumnsClient({
+  portfolioId,
+  uploadId,
+  filename,
+  sourceHeaders,
+  existingMapping,
+}: Props) {
+  const router = useRouter();
+  const [mapping, setMapping] = useState<Record<string, string>>(
+    buildInitialMapping(sourceHeaders, existingMapping)
+  );
+  const setMappingMutation = useSetColumnMapping(portfolioId, uploadId);
+
+  const mappedValues = Object.values(mapping).filter((v) => v !== "skip");
+  const missingRequired = REQUIRED_VALUES.filter((r) => !mappedValues.includes(r));
+  const submitting = setMappingMutation.isPending;
+  const error = setMappingMutation.error?.message ?? null;
+  const canSubmit = missingRequired.length === 0 && !submitting;
+
+  function setField(header: string, value: string) {
+    setMapping((prev) => ({ ...prev, [header]: value }));
+  }
+
+  function handleSubmit() {
+    if (!canSubmit) return;
+    setMappingMutation.mutate(
+      { columnMapping: mapping },
+      {
+        onSuccess: () => {
+          router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}`);
+        },
+      }
+    );
+  }
+
+  return (
+    <div className="max-w-4xl mx-auto px-6 py-10">
+      {/* Breadcrumb + step */}
+      <div className="flex items-center justify-between mb-2">
+        <p className="text-xs font-semibold text-gray-400 uppercase tracking-widest">
+          Bulk Uploads › Column Remapper
+        </p>
+        <div className="flex items-center gap-1.5">
+          <span className="text-xs font-semibold text-gray-400 uppercase tracking-wider">
+            Step 2 of 3
+          </span>
+          <div className="flex gap-1 ml-2">
+            {[1, 2, 3].map((s) => (
+              <div
+                key={s}
+                className={`h-1.5 rounded-full ${
+                  s <= 2 ? "w-8 bg-[#14163d]" : "w-8 bg-gray-200"
+                }`}
+              />
+            ))}
+          </div>
+        </div>
+      </div>
+
+      {/* Header */}
+      <div className="mb-8">
+        <h1 className="text-3xl font-extrabold text-gray-900 tracking-tight mb-1">
+          Column Remapper
+        </h1>
+        <p className="text-sm text-gray-500 max-w-lg">
+          Align your spreadsheet headers with our internal property data structure to
+          ensure accurate address processing.
+        </p>
+      </div>
+
+      {/* Table */}
+      <div className="bg-white border border-gray-100 rounded-2xl overflow-hidden shadow-sm mb-6">
+        {/* Column headers */}
+        <div className="grid grid-cols-12 items-center px-6 py-3 bg-gray-50 border-b border-gray-100">
+          <span className="col-span-4 text-xs font-semibold text-gray-400 uppercase tracking-wider">
+            Spreadsheet Header
+          </span>
+          <span className="col-span-1" />
+          <span className="col-span-5 text-xs font-semibold text-gray-400 uppercase tracking-wider">
+            Internal Field Mapping
+          </span>
+          <span className="col-span-2 text-xs font-semibold text-gray-400 uppercase tracking-wider text-right">
+            Status
+          </span>
+        </div>
+
+        {sourceHeaders.length === 0 ? (
+          <div className="px-6 py-12 text-center text-sm text-gray-400">
+            No headers found in this file.
+          </div>
+        ) : (
+          <div className="divide-y divide-gray-50">
+            {sourceHeaders.map((header) => {
+              const value = mapping[header] ?? "skip";
+              const isMapped = value !== "skip";
+              return (
+                <div
+                  key={header}
+                  className="grid grid-cols-12 items-center px-6 py-4 hover:bg-gray-50/50 transition-colors"
+                >
+                  {/* Source header */}
+                  <div className="col-span-4 flex items-center gap-3">
+                    <div className="w-8 h-8 rounded-lg bg-gray-100 flex items-center justify-center shrink-0">
+                      <TableCellsIcon className="h-4 w-4 text-gray-400" />
+                    </div>
+                    <div>
+                      <p className="text-sm font-semibold text-gray-900">{header}</p>
+                      <p className="text-xs text-gray-400">Source column</p>
+                    </div>
+                  </div>
+
+                  {/* Arrow */}
+                  <div className="col-span-1 flex justify-center">
+                    <ArrowsRightLeftIcon className="h-4 w-4 text-gray-300" />
+                  </div>
+
+                  {/* Dropdown */}
+                  <div className="col-span-5">
+                    <select
+                      value={value}
+                      onChange={(e) => setField(header, e.target.value)}
+                      className="w-full text-sm border border-gray-200 rounded-lg px-3 py-2 bg-white text-gray-800 focus:outline-none focus:ring-2 focus:ring-[#14163d]/20 focus:border-[#14163d]"
+                    >
+                      {INTERNAL_FIELDS.map((f) => (
+                        <option key={f.value} value={f.value}>
+                          {f.label}
+                        </option>
+                      ))}
+                    </select>
+                  </div>
+
+                  {/* Status badge */}
+                  <div className="col-span-2 flex justify-end">
+                    <span
+                      className={`inline-flex items-center gap-1 px-2.5 py-1 rounded-full text-xs font-semibold ${
+                        isMapped
+                          ? "bg-amber-50 text-amber-700"
+                          : "bg-gray-100 text-gray-400"
+                      }`}
+                    >
+                      <span className="w-1.5 h-1.5 rounded-full bg-current opacity-70" />
+                      {isMapped ? "Mapped" : "Skipped"}
+                    </span>
+                  </div>
+                </div>
+              );
+            })}
+          </div>
+        )}
+      </div>
+
+      {/* Validation error */}
+      {missingRequired.length > 0 && (
+        <p className="text-xs text-amber-600 mb-4">
+          Required fields not yet mapped:{" "}
+          {missingRequired
+            .map((r) => INTERNAL_FIELDS.find((f) => f.value === r)?.label)
+            .join(", ")}
+        </p>
+      )}
+      {error && <p className="text-xs text-red-500 mb-4">{error}</p>}
+
+      {/* Footer */}
+      <div className="flex items-center justify-between">
+        <Link
+          href={`/portfolio/${portfolioId}/bulk-upload`}
+          className="flex items-center gap-1.5 text-sm font-semibold text-gray-400 hover:text-gray-700 transition-colors"
+        >
+          <ArrowLeftIcon className="h-4 w-4" />
+          Back
+        </Link>
+
+        <div className="flex items-center gap-3">
+          <Link
+            href={`/portfolio/${portfolioId}/bulk-upload`}
+            className="text-sm font-semibold text-gray-400 hover:text-gray-700 transition-colors"
+          >
+            Cancel
+          </Link>
+          <button
+            onClick={handleSubmit}
+            disabled={!canSubmit}
+            className={`flex items-center gap-2 px-7 py-2.5 rounded-2xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold transition-opacity ${
+              canSubmit ? "opacity-100 hover:opacity-90" : "opacity-40 cursor-not-allowed"
+            }`}
+          >
+            {submitting ? "Saving…" : "Process Mapping"}
+            {!submitting && <ArrowRightIcon className="h-4 w-4" />}
+          </button>
+        </div>
+      </div>
+
+      {/* Pro tip */}
+      <div className="mt-10 bg-gray-50 rounded-2xl p-6">
+        <p className="text-xs font-semibold text-midblue uppercase tracking-wider mb-2">
+          Pro Tip
+        </p>
+        <p className="text-sm text-gray-500 italic">
+          &ldquo;Ensure your source file doesn&apos;t have blank headers. Any column mapped to
+          &ldquo;Skip&rdquo; will be ignored during import.&rdquo;
+        </p>
+      </div>
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/page.tsx
new file mode 100644
index 0000000..3ce0ac6
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/page.tsx
@@ -0,0 +1,33 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { eq } from "drizzle-orm";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { redirect, notFound } from "next/navigation";
+import MapColumnsClient from "./MapColumnsClient";
+
+export default async function MapColumnsPage(props: {
+  params: Promise<{ slug: string; uploadId: string }>;
+}) {
+  const { slug, uploadId } = await props.params;
+  const session = await getServerSession(AuthOptions);
+  if (!session) redirect("/login");
+
+  const [upload] = await db
+    .select()
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+
+  if (!upload) notFound();
+
+  return (
+    <MapColumnsClient
+      portfolioId={slug}
+      uploadId={uploadId}
+      filename={upload.filename}
+      sourceHeaders={upload.sourceHeaders}
+      existingMapping={upload.columnMapping ?? undefined}
+    />
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
new file mode 100644
index 0000000..f28787f
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
@@ -0,0 +1,196 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { eq } from "drizzle-orm";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { redirect, notFound } from "next/navigation";
+import Link from "next/link";
+import {
+  ArrowLeftIcon,
+  ArrowRightIcon,
+  CheckCircleIcon,
+  ClockIcon,
+  ExclamationCircleIcon,
+  ArrowPathIcon,
+} from "@heroicons/react/24/outline";
+import StartAddressMatchingButton from "./StartAddressMatchingButton";
+import OnboardingProgress from "./OnboardingProgress";
+
+function formatDate(date: Date) {
+  return new Intl.DateTimeFormat("en-GB", {
+    day: "2-digit",
+    month: "short",
+    year: "numeric",
+    hour: "2-digit",
+    minute: "2-digit",
+  }).format(date);
+}
+
+const STATUS_CONFIG = {
+  ready_for_processing: {
+    icon: ClockIcon,
+    iconBg: "bg-amber-50",
+    iconColor: "text-amber-500",
+    title: "Awaiting column mapping",
+    body: "Map your spreadsheet columns to our internal fields before processing can begin.",
+    cta: true,
+  },
+  mapping_complete: {
+    icon: CheckCircleIcon,
+    iconBg: "bg-blue-50",
+    iconColor: "text-blue-500",
+    title: "Mapping complete",
+    body: "Column mapping saved. Start onboarding to begin matching your addresses to UPRNs.",
+    cta: true,
+  },
+  processing: {
+    icon: ArrowPathIcon,
+    iconBg: "bg-blue-50",
+    iconColor: "text-blue-500",
+    title: "Processing…",
+    body: "Your file is currently being processed. This may take a few minutes.",
+    cta: false,
+  },
+  combining: {
+    icon: ArrowPathIcon,
+    iconBg: "bg-blue-50",
+    iconColor: "text-blue-500",
+    title: "Combining results…",
+    body: "Your matched addresses are being assembled. Almost ready for review.",
+    cta: false,
+  },
+  awaiting_review: {
+    icon: ArrowPathIcon,
+    iconBg: "bg-blue-50",
+    iconColor: "text-blue-500",
+    title: "Importing addresses…",
+    body: "Matches ready, writing into your portfolio.",
+    cta: false,
+  },
+  complete: {
+    icon: CheckCircleIcon,
+    iconBg: "bg-green-50",
+    iconColor: "text-green-500",
+    title: "Processing complete",
+    body: "All addresses have been imported into your portfolio.",
+    cta: false,
+  },
+  failed: {
+    icon: ExclamationCircleIcon,
+    iconBg: "bg-red-50",
+    iconColor: "text-red-500",
+    title: "Processing failed",
+    body: "Something went wrong during processing. Contact a Domna representative for assistance.",
+    cta: false,
+  },
+} as const;
+
+export default async function BulkUploadDetailPage(props: {
+  params: Promise<{ slug: string; uploadId: string }>;
+}) {
+  const { slug, uploadId } = await props.params;
+  const session = await getServerSession(AuthOptions);
+  if (!session) redirect("/login");
+  const isDomnaUser = !!session.user?.email?.endsWith("@domna.homes");
+
+  const [upload] = await db
+    .select()
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+
+  if (!upload) notFound();
+
+  const statusKey = upload.status as keyof typeof STATUS_CONFIG;
+  const config = STATUS_CONFIG[statusKey] ?? STATUS_CONFIG.ready_for_processing;
+  const Icon = config.icon;
+
+  return (
+    <div className="max-w-2xl mx-auto px-6 py-10">
+      {/* Back */}
+      <Link
+        href={`/portfolio/${slug}/bulk-upload`}
+        className="inline-flex items-center gap-1.5 text-sm text-gray-400 hover:text-gray-700 transition-colors mb-8"
+      >
+        <ArrowLeftIcon className="h-4 w-4" />
+        Back to uploads
+      </Link>
+
+      {/* Header */}
+      <div className="mb-8">
+        <p className="text-xs font-semibold text-gray-400 uppercase tracking-widest mb-1">
+          Bulk Upload
+        </p>
+        <h1 className="text-3xl font-extrabold text-gray-900 tracking-tight mb-1">
+          {upload.filename}
+        </h1>
+        <p className="text-sm text-gray-500">Uploaded {formatDate(upload.createdAt)}</p>
+      </div>
+
+      {/* Status card */}
+      <div className="bg-white border border-gray-100 rounded-2xl p-6 shadow-sm mb-4">
+        <div className="flex items-start gap-4">
+          <div className={`w-11 h-11 rounded-xl flex items-center justify-center shrink-0 ${config.iconBg}`}>
+            <Icon className={`h-6 w-6 ${config.iconColor}`} />
+          </div>
+          <div className="flex-1">
+            <p className="text-sm font-semibold text-gray-900 mb-1">{config.title}</p>
+            <p className="text-sm text-gray-500 leading-relaxed">{config.body}</p>
+
+            {statusKey === "ready_for_processing" && (
+              <Link
+                href={`/portfolio/${slug}/bulk-upload/${uploadId}/map-columns`}
+                className="mt-4 inline-flex items-center gap-2 px-5 py-2 rounded-xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold hover:opacity-90 transition-opacity"
+              >
+                Map Columns
+                <ArrowRightIcon className="h-4 w-4" />
+              </Link>
+            )}
+
+            {statusKey === "mapping_complete" && (
+              <div className="mt-4 flex flex-col gap-3">
+                <Link
+                  href={`/portfolio/${slug}/bulk-upload/${uploadId}/map-columns`}
+                  className="inline-flex items-center gap-1.5 text-sm text-gray-400 hover:text-gray-700 transition-colors"
+                >
+                  Edit column mapping
+                  <ArrowRightIcon className="h-3.5 w-3.5" />
+                </Link>
+                <StartAddressMatchingButton
+                  portfolioId={upload.portfolioId}
+                  uploadId={uploadId}
+                  filename={upload.filename}
+                />
+              </div>
+            )}
+
+            {(statusKey === "processing" ||
+              statusKey === "combining" ||
+              statusKey === "awaiting_review" ||
+              statusKey === "complete" ||
+              statusKey === "failed") &&
+              upload.taskId && (
+                <OnboardingProgress
+                  portfolioSlug={slug}
+                  portfolioId={upload.portfolioId}
+                  uploadId={uploadId}
+                  isDomnaUser={isDomnaUser}
+                />
+              )}
+
+            {statusKey === "complete" && (
+              <a
+                href={`/portfolio/${slug}`}
+                className="mt-4 inline-flex items-center gap-2 px-5 py-2 rounded-xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold hover:opacity-90 transition-opacity"
+              >
+                Open properties
+                <ArrowRightIcon className="h-4 w-4" />
+              </a>
+            )}
+          </div>
+        </div>
+      </div>
+
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx
new file mode 100644
index 0000000..281f574
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx
@@ -0,0 +1,141 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { eq, desc } from "drizzle-orm";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { redirect } from "next/navigation";
+import Link from "next/link";
+import {
+  ArrowRightIcon,
+  DocumentTextIcon,
+  CloudArrowUpIcon,
+} from "@heroicons/react/24/outline";
+
+const STATUS_LABELS: Record<string, { label: string; classes: string }> = {
+  ready_for_processing: { label: "Ready", classes: "bg-amber-100 text-amber-700" },
+  processing: { label: "Processing", classes: "bg-blue-100 text-blue-700" },
+  complete: { label: "Complete", classes: "bg-green-100 text-green-700" },
+  failed: { label: "Failed", classes: "bg-red-100 text-red-700" },
+};
+
+function formatDate(date: Date) {
+  return new Intl.DateTimeFormat("en-GB", {
+    day: "2-digit",
+    month: "short",
+    year: "numeric",
+    hour: "2-digit",
+    minute: "2-digit",
+  }).format(date);
+}
+
+export default async function BulkUploadListPage(props: {
+  params: Promise<{ slug: string }>;
+}) {
+  const { slug } = await props.params;
+  const session = await getServerSession(AuthOptions);
+  if (!session) redirect("/login");
+
+  const uploads = await db
+    .select()
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.portfolioId, slug))
+    .orderBy(desc(bulkAddressUploads.createdAt));
+
+  return (
+    <div className="max-w-4xl mx-auto px-6 py-10">
+      {/* Header */}
+      <div className="mb-8">
+        <p className="text-xs font-semibold text-gray-400 uppercase tracking-widest mb-1">
+          Portfolio › Bulk Uploads
+        </p>
+        <h1 className="text-3xl font-extrabold text-gray-900 tracking-tight">
+          Batch Uploads
+        </h1>
+        <p className="text-sm text-gray-500 mt-1">
+          Select an upload to continue processing, or start a new import.
+        </p>
+      </div>
+
+      {uploads.length === 0 ? (
+        /* Empty state */
+        <div className="flex flex-col items-center justify-center py-24 border-2 border-dashed border-gray-200 rounded-2xl text-center">
+          <div className="w-14 h-14 rounded-full bg-gray-100 flex items-center justify-center mb-4">
+            <CloudArrowUpIcon className="h-7 w-7 text-gray-400" />
+          </div>
+          <p className="text-base font-semibold text-gray-700 mb-1">No uploads yet</p>
+          <p className="text-sm text-gray-400">
+            Use the Bulk Upload button on your portfolio to get started.
+          </p>
+        </div>
+      ) : (
+        /* Upload list */
+        <div className="space-y-3">
+          {/* Column headers */}
+          <div className="grid grid-cols-12 px-4 pb-1">
+            <span className="col-span-6 text-xs font-semibold text-gray-400 uppercase tracking-wider">
+              File
+            </span>
+            <span className="col-span-3 text-xs font-semibold text-gray-400 uppercase tracking-wider">
+              Uploaded
+            </span>
+            <span className="col-span-2 text-xs font-semibold text-gray-400 uppercase tracking-wider">
+              Status
+            </span>
+            <span className="col-span-1" />
+          </div>
+
+          {uploads.map((upload) => {
+            const status = STATUS_LABELS[upload.status] ?? {
+              label: upload.status,
+              classes: "bg-gray-100 text-gray-600",
+            };
+            return (
+              <Link
+                key={upload.id}
+                href={`/portfolio/${slug}/bulk-upload/${upload.id}`}
+                className="grid grid-cols-12 items-center bg-white border border-gray-100 rounded-xl px-4 py-4 hover:border-gray-300 hover:shadow-sm transition-all group"
+              >
+                {/* Filename */}
+                <div className="col-span-6 flex items-center gap-3 min-w-0">
+                  <div className="w-9 h-9 rounded-lg bg-gray-50 border border-gray-100 flex items-center justify-center shrink-0">
+                    <DocumentTextIcon className="h-5 w-5 text-midblue" />
+                  </div>
+                  <div className="min-w-0">
+                    <p className="text-sm font-semibold text-gray-900 truncate">
+                      {upload.filename}
+                    </p>
+                    <p className="text-xs text-gray-400 truncate font-mono">
+                      {upload.s3Key.split("/").pop()}
+                    </p>
+                  </div>
+                </div>
+
+                {/* Date */}
+                <div className="col-span-3">
+                  <p className="text-sm text-gray-500">
+                    {formatDate(upload.createdAt)}
+                  </p>
+                </div>
+
+                {/* Status badge */}
+                <div className="col-span-2">
+                  <span
+                    className={`inline-flex items-center gap-1 px-2.5 py-1 rounded-full text-xs font-semibold ${status.classes}`}
+                  >
+                    <span className="w-1.5 h-1.5 rounded-full bg-current opacity-70" />
+                    {status.label}
+                  </span>
+                </div>
+
+                {/* Arrow */}
+                <div className="col-span-1 flex justify-end">
+                  <ArrowRightIcon className="h-4 w-4 text-gray-300 group-hover:text-gray-600 transition-colors" />
+                </div>
+              </Link>
+            );
+          })}
+        </div>
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/OrganisationLinkCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/OrganisationLinkCard.tsx
index 176047c..0dc5590 100644
--- a/src/app/portfolio/[slug]/(portfolio)/settings/OrganisationLinkCard.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/settings/OrganisationLinkCard.tsx
@@ -2,7 +2,7 @@
 
 import { useState, useMemo } from "react";
 import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
-import { Building2, CheckCircle2, Link2, Link2Off, AlertTriangle, Search } from "lucide-react";
+import { Building2, Link2, Link2Off, AlertTriangle, Search, CheckCircle2, PlusCircle } from "lucide-react";
 import { Button } from "@/app/shadcn_components/ui/button";
 import { Input } from "@/app/shadcn_components/ui/input";
 import {
@@ -18,9 +18,9 @@ type OrgSummary = {
   hubspotCompanyId: string | null;
 };
 
-async function fetchCurrentOrg(portfolioId: string): Promise<OrgSummary | null> {
+async function fetchLinkedOrgs(portfolioId: string): Promise<OrgSummary[]> {
   const res = await fetch(`/api/portfolio/${portfolioId}/organisation`);
-  if (!res.ok) throw new Error("Failed to fetch linked organisation");
+  if (!res.ok) throw new Error("Failed to fetch linked organisations");
   return res.json();
 }
 
@@ -33,25 +33,25 @@ async function fetchAllOrgs(): Promise<OrgSummary[]> {
 export default function OrganisationLinkCard({ portfolioId }: { portfolioId: string }) {
   const queryClient = useQueryClient();
 
-  const [connectOpen, setConnectOpen] = useState(false);
-  const [disconnectOpen, setDisconnectOpen] = useState(false);
+  const [addOpen, setAddOpen] = useState(false);
+  const [disconnectTarget, setDisconnectTarget] = useState<OrgSummary | null>(null);
   const [selectedOrgId, setSelectedOrgId] = useState<string | null>(null);
   const [searchQuery, setSearchQuery] = useState("");
   const [confirmed, setConfirmed] = useState(false);
 
-  // Current linked org
-  const { data: currentOrg, isLoading: loadingCurrent } = useQuery({
-    queryKey: ["portfolio-org", portfolioId],
-    queryFn: () => fetchCurrentOrg(portfolioId),
+  const { data: linkedOrgs = [], isLoading: loadingLinked } = useQuery({
+    queryKey: ["portfolio-orgs", portfolioId],
+    queryFn: () => fetchLinkedOrgs(portfolioId),
   });
 
-  // All orgs — only fetched when connect modal is open
   const { data: allOrgs = [], isLoading: loadingOrgs } = useQuery({
     queryKey: ["all-organisations"],
     queryFn: fetchAllOrgs,
-    enabled: connectOpen,
+    enabled: addOpen,
   });
 
+  const linkedOrgIds = useMemo(() => new Set(linkedOrgs.map((o) => o.id)), [linkedOrgs]);
+
   const connectMutation = useMutation({
     mutationFn: async (organisationId: string) => {
       const res = await fetch(`/api/portfolio/${portfolioId}/organisation`, {
@@ -63,8 +63,8 @@ export default function OrganisationLinkCard({ portfolioId }: { portfolioId: str
       return res.json();
     },
     onSuccess: () => {
-      queryClient.invalidateQueries({ queryKey: ["portfolio-org", portfolioId] });
-      setConnectOpen(false);
+      queryClient.invalidateQueries({ queryKey: ["portfolio-orgs", portfolioId] });
+      setAddOpen(false);
       setSelectedOrgId(null);
       setConfirmed(false);
       setSearchQuery("");
@@ -72,116 +72,102 @@ export default function OrganisationLinkCard({ portfolioId }: { portfolioId: str
   });
 
   const disconnectMutation = useMutation({
-    mutationFn: async () => {
+    mutationFn: async (organisationId: string) => {
       const res = await fetch(`/api/portfolio/${portfolioId}/organisation`, {
         method: "DELETE",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ organisationId }),
       });
       if (!res.ok) throw new Error("Failed to disconnect organisation");
       return res.json();
     },
     onSuccess: () => {
-      queryClient.invalidateQueries({ queryKey: ["portfolio-org", portfolioId] });
-      setDisconnectOpen(false);
+      queryClient.invalidateQueries({ queryKey: ["portfolio-orgs", portfolioId] });
+      setDisconnectTarget(null);
     },
   });
 
-  const filteredOrgs = useMemo(
-    () =>
-      allOrgs.filter((o) =>
-        (o.name ?? "").toLowerCase().includes(searchQuery.toLowerCase()),
-      ),
-    [allOrgs, searchQuery],
+  const availableOrgs = useMemo(
+    () => allOrgs.filter((o) => !linkedOrgIds.has(o.id) && (o.name ?? "").toLowerCase().includes(searchQuery.toLowerCase())),
+    [allOrgs, linkedOrgIds, searchQuery],
   );
 
   const selectedOrg = allOrgs.find((o) => o.id === selectedOrgId) ?? null;
 
+  function openAdd() {
+    setAddOpen(true);
+    setSelectedOrgId(null);
+    setConfirmed(false);
+    setSearchQuery("");
+  }
+
   return (
     <div className="rounded-xl border border-brandblue/15 bg-white shadow-sm mt-4 overflow-hidden">
       {/* Header */}
-      <div className="flex items-center gap-3 px-5 py-4 border-b border-gray-100 bg-brandlightblue/20">
-        <div className="p-2 rounded-lg bg-brandblue/10">
-          <Building2 className="h-4 w-4 text-brandblue" />
-        </div>
-        <div>
-          <p className="text-sm font-semibold text-brandblue">Organisation Link</p>
-          <p className="text-xs text-gray-500 mt-0.5">
-            Connect this portfolio to an organisation to enable live project tracking
-          </p>
+      <div className="flex items-center justify-between px-5 py-4 border-b border-gray-100 bg-brandlightblue/20">
+        <div className="flex items-center gap-3">
+          <div className="p-2 rounded-lg bg-brandblue/10">
+            <Building2 className="h-4 w-4 text-brandblue" />
+          </div>
+          <div>
+            <p className="text-sm font-semibold text-brandblue">Organisation Links</p>
+            <p className="text-xs text-gray-500 mt-0.5">
+              Connect this portfolio to one or more organisations to enable live project tracking
+            </p>
+          </div>
         </div>
+        <Button
+          size="sm"
+          className="h-8 text-xs bg-brandblue hover:bg-brandmidblue"
+          onClick={openAdd}
+        >
+          <PlusCircle className="h-3.5 w-3.5 mr-1.5" />
+          Add Organisation
+        </Button>
       </div>
 
       {/* Body */}
-      <div className="px-5 py-4">
-        {loadingCurrent ? (
+      <div className="px-5 py-4 space-y-2">
+        {loadingLinked ? (
           <div className="h-10 bg-gray-100 rounded-lg animate-pulse w-48" />
-        ) : currentOrg ? (
-          <div className="flex items-center justify-between gap-4">
-            <div className="flex items-center gap-3">
-              <CheckCircle2 className="h-5 w-5 text-emerald-500 shrink-0" />
-              <div>
-                <p className="text-sm font-semibold text-gray-800">{currentOrg.name ?? "Unnamed organisation"}</p>
-                <p className="text-xs text-gray-400 mt-0.5">
-                  Connected · HubSpot ID: {currentOrg.hubspotCompanyId ?? "—"}
-                </p>
-              </div>
+        ) : linkedOrgs.length === 0 ? (
+          <div className="flex items-center gap-3">
+            <div className="w-8 h-8 rounded-full bg-gray-100 flex items-center justify-center">
+              <Building2 className="h-4 w-4 text-gray-400" />
             </div>
-            <div className="flex items-center gap-2">
-              <Button
-                size="sm"
-                variant="outline"
-                className="h-8 text-xs border-brandblue/20 text-brandblue hover:bg-brandlightblue/30"
-                onClick={() => {
-                  setConnectOpen(true);
-                  setSelectedOrgId(null);
-                  setConfirmed(false);
-                  setSearchQuery("");
-                }}
-              >
-                <Link2 className="h-3.5 w-3.5 mr-1.5" />
-                Change
-              </Button>
+            <p className="text-sm text-gray-500">No organisations linked</p>
+          </div>
+        ) : (
+          linkedOrgs.map((org) => (
+            <div key={org.id} className="flex items-center justify-between gap-4 py-1">
+              <div className="flex items-center gap-3">
+                <CheckCircle2 className="h-5 w-5 text-emerald-500 shrink-0" />
+                <div>
+                  <p className="text-sm font-semibold text-gray-800">{org.name ?? "Unnamed organisation"}</p>
+                  <p className="text-xs text-gray-400 mt-0.5">
+                    Connected · HubSpot ID: {org.hubspotCompanyId ?? "—"}
+                  </p>
+                </div>
+              </div>
               <Button
                 size="sm"
                 variant="outline"
                 className="h-8 text-xs border-red-200 text-red-600 hover:bg-red-50"
-                onClick={() => setDisconnectOpen(true)}
+                onClick={() => setDisconnectTarget(org)}
               >
                 <Link2Off className="h-3.5 w-3.5 mr-1.5" />
                 Disconnect
               </Button>
             </div>
-          </div>
-        ) : (
-          <div className="flex items-center justify-between gap-4">
-            <div className="flex items-center gap-3">
-              <div className="w-8 h-8 rounded-full bg-gray-100 flex items-center justify-center">
-                <Building2 className="h-4 w-4 text-gray-400" />
-              </div>
-              <p className="text-sm text-gray-500">No organisation linked</p>
-            </div>
-            <Button
-              size="sm"
-              className="h-8 text-xs bg-brandblue hover:bg-brandmidblue"
-              onClick={() => {
-                setConnectOpen(true);
-                setSelectedOrgId(null);
-                setConfirmed(false);
-                setSearchQuery("");
-              }}
-            >
-              <Link2 className="h-3.5 w-3.5 mr-1.5" />
-              Connect Organisation
-            </Button>
-          </div>
+          ))
         )}
       </div>
 
-      {/* ── Connect modal ─────────────────────────────────────────────── */}
-      <Dialog open={connectOpen} onOpenChange={(v) => { setConnectOpen(v); if (!v) { setSelectedOrgId(null); setConfirmed(false); setSearchQuery(""); } }}>
+      {/* ── Add Organisation modal ─────────────────────────────────────────────── */}
+      <Dialog open={addOpen} onOpenChange={(v) => { setAddOpen(v); if (!v) { setSelectedOrgId(null); setConfirmed(false); setSearchQuery(""); } }}>
         <DialogContent className="max-w-md">
-          <DialogTitle className="text-brandblue">Connect Organisation</DialogTitle>
+          <DialogTitle className="text-brandblue">Add Organisation</DialogTitle>
 
-          {/* Search */}
           <div className="relative mt-1">
             <Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-gray-400 pointer-events-none" />
             <Input
@@ -192,14 +178,13 @@ export default function OrganisationLinkCard({ portfolioId }: { portfolioId: str
             />
           </div>
 
-          {/* Org list */}
           <div className="mt-2 max-h-56 overflow-y-auto rounded-lg border border-gray-200 divide-y divide-gray-100">
             {loadingOrgs ? (
               <div className="p-4 text-sm text-gray-400 text-center">Loading…</div>
-            ) : filteredOrgs.length === 0 ? (
-              <div className="p-4 text-sm text-gray-400 text-center">No organisations found</div>
+            ) : availableOrgs.length === 0 ? (
+              <div className="p-4 text-sm text-gray-400 text-center">No organisations available</div>
             ) : (
-              filteredOrgs.map((org) => (
+              availableOrgs.map((org) => (
                 <button
                   key={org.id}
                   onClick={() => setSelectedOrgId(org.id)}
@@ -218,7 +203,6 @@ export default function OrganisationLinkCard({ portfolioId }: { portfolioId: str
             )}
           </div>
 
-          {/* Warning */}
           <div className="flex items-start gap-2.5 p-3 rounded-lg bg-amber-50 border border-amber-200 mt-1">
             <AlertTriangle className="h-4 w-4 text-amber-500 mt-0.5 shrink-0" />
             <p className="text-xs text-amber-700 leading-relaxed">
@@ -226,7 +210,6 @@ export default function OrganisationLinkCard({ portfolioId }: { portfolioId: str
             </p>
           </div>
 
-          {/* Confirmation checkbox */}
           <label className="flex items-center gap-2.5 cursor-pointer select-none mt-1">
             <input
               type="checkbox"
@@ -238,7 +221,7 @@ export default function OrganisationLinkCard({ portfolioId }: { portfolioId: str
           </label>
 
           <DialogFooter className="mt-2">
-            <Button variant="outline" onClick={() => setConnectOpen(false)} className="text-sm">
+            <Button variant="outline" onClick={() => setAddOpen(false)} className="text-sm">
               Cancel
             </Button>
             <Button
@@ -252,21 +235,21 @@ export default function OrganisationLinkCard({ portfolioId }: { portfolioId: str
         </DialogContent>
       </Dialog>
 
-      {/* ── Disconnect confirm dialog ──────────────────────────────────── */}
-      <Dialog open={disconnectOpen} onOpenChange={setDisconnectOpen}>
+      {/* ── Disconnect confirm dialog ──────────────────────────────────────────── */}
+      <Dialog open={!!disconnectTarget} onOpenChange={(v) => { if (!v) setDisconnectTarget(null); }}>
         <DialogContent className="max-w-sm">
           <DialogTitle className="text-gray-800">Disconnect organisation?</DialogTitle>
           <p className="text-sm text-gray-600 leading-relaxed">
             Are you sure you want to disconnect{" "}
-            <strong>{currentOrg?.name ?? "this organisation"}</strong>?
-            Live project tracking data will no longer be visible to portfolio viewers.
+            <strong>{disconnectTarget?.name ?? "this organisation"}</strong>?
+            Live project tracking data for this organisation will no longer be visible to portfolio viewers.
           </p>
           <DialogFooter className="mt-2">
-            <Button variant="outline" onClick={() => setDisconnectOpen(false)} className="text-sm">
+            <Button variant="outline" onClick={() => setDisconnectTarget(null)} className="text-sm">
               Cancel
             </Button>
             <Button
-              onClick={() => disconnectMutation.mutate()}
+              onClick={() => disconnectTarget && disconnectMutation.mutate(disconnectTarget.id)}
               disabled={disconnectMutation.isPending}
               className="bg-red-600 hover:bg-red-700 text-white text-sm"
             >
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx
new file mode 100644
index 0000000..52e0099
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx
@@ -0,0 +1,87 @@
+"use client";
+
+import { useQuery } from "@tanstack/react-query";
+
+type AuditEvent = {
+  id: string;
+  hubspotDealId: string;
+  measureName: string;
+  action: string;
+  actedByEmail: string;
+  actedByName: string | null;
+  actedAt: string;
+};
+
+function formatDate(iso: string) {
+  return new Date(iso).toLocaleString("en-GB", {
+    day: "numeric",
+    month: "short",
+    year: "numeric",
+    hour: "2-digit",
+    minute: "2-digit",
+  });
+}
+
+export function ActivityLog({
+  dealId,
+  portfolioId,
+}: {
+  dealId: string;
+  portfolioId: string;
+}) {
+  const { data, isLoading } = useQuery<{ events: AuditEvent[] }>({
+    queryKey: ["approvalEvents", portfolioId, dealId],
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/approvals?dealIds=${dealId}&include=events`,
+      );
+      if (!res.ok) throw new Error("Failed to fetch events");
+      return res.json();
+    },
+    staleTime: 30_000,
+  });
+
+  if (isLoading) {
+    return (
+      <p className="text-xs text-gray-400 py-2 pl-4">Loading activity…</p>
+    );
+  }
+
+  const events = data?.events ?? [];
+
+  if (events.length === 0) {
+    return (
+      <p className="text-xs text-gray-400 py-2 pl-4">No activity yet.</p>
+    );
+  }
+
+  return (
+    <div className="relative">
+      <div className="max-h-48 overflow-y-auto pl-4 pr-2 pb-3 space-y-1.5">
+        {events.map((e) => (
+          <div key={e.id} className="flex items-center gap-2 text-xs">
+            <span
+              className={`px-1.5 py-0.5 rounded text-xs font-medium ${
+                e.action === "approved"
+                  ? "bg-emerald-50 text-emerald-700"
+                  : "bg-red-50 text-red-600"
+              }`}
+            >
+              {e.action === "approved" ? "Approved" : "Unapproved"}
+            </span>
+            <span className="font-medium text-gray-700">{e.measureName}</span>
+            <span className="text-gray-400">·</span>
+            <span className="text-gray-500">
+              {e.actedByName ?? e.actedByEmail}
+            </span>
+            <span className="text-gray-400">·</span>
+            <span className="text-gray-400">{formatDate(e.actedAt)}</span>
+          </div>
+        ))}
+      </div>
+      {events.length > 4 && (
+        <div className="pointer-events-none absolute bottom-0 left-0 right-0 h-10 bg-gradient-to-t from-white to-transparent" />
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx
index ccb1db8..152b80a 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx
@@ -23,6 +23,14 @@ import { CheckCircle2, XCircle, Upload, Loader2, Clock, ChevronDown, ChevronRigh
 import { uploadFileToS3 } from "@/app/utils/s3";
 import type { ClassifiedDeal, DocStatusMap } from "./types";
 import { getRequiredDocs } from "@/app/lib/measureDocumentRequirements";
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import {
+  applyBulkDocType,
+  selectAllUnclassified,
+  getClassifiedCount,
+  getUnclassifiedIds,
+  uploadedCountForType,
+} from "./classifyPhase";
 
 // ── Types ─────────────────────────────────────────────────────────────────
 
@@ -164,11 +172,6 @@ function contentTypeFor(ext: string): string {
   return "application/octet-stream";
 }
 
-function parseMeasures(raw: string | null | undefined): string[] {
-  if (!raw) return [];
-  return raw.split(",").map((m) => m.trim()).filter(Boolean);
-}
-
 function s3KeyBasename(key: string): string {
   return key.split("/").pop() ?? key;
 }
@@ -276,7 +279,6 @@ function DocTypeButtonGrid({
   uploadedDocs: string[];
 }) {
   const [showOther, setShowOther] = useState(false);
-  const uploadedSet = new Set(uploadedDocs);
   const requiredSet = new Set(requiredDocs);
   const isOtherSelected = value !== "" && !requiredSet.has(value);
 
@@ -287,7 +289,7 @@ function DocTypeButtonGrid({
         {requiredDocs.map((docType) => {
           const option = FILE_TYPE_OPTIONS.find((o) => o.value === docType);
           const label = option?.label ?? docType;
-          const alreadyUploaded = uploadedSet.has(docType);
+          const uploadedCount = uploadedCountForType(uploadedDocs, docType);
           const isSelected = value === docType;
 
           return (
@@ -295,21 +297,19 @@ function DocTypeButtonGrid({
               key={docType}
               type="button"
               onClick={() => { onChange(docType); setShowOther(false); }}
-              title={alreadyUploaded ? `${label} — already uploaded` : label}
-              className={`inline-flex items-center gap-1 px-2.5 py-1.5 rounded-lg border text-xs font-medium transition-all duration-100 ${
+              title={uploadedCount > 0 ? `${label} — ${uploadedCount} already uploaded` : label}
+              className={`inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg border text-xs font-medium transition-all duration-100 ${
                 isSelected
                   ? "bg-brandblue text-white border-brandblue shadow-sm"
-                  : alreadyUploaded
-                    ? "bg-emerald-50 text-emerald-700 border-emerald-200 hover:border-emerald-400"
-                    : "bg-white text-gray-700 border-gray-200 hover:border-brandblue/50 hover:bg-brandlightblue/10"
+                  : "bg-white text-gray-700 border-gray-200 hover:border-brandblue/50 hover:bg-brandlightblue/10"
               }`}
             >
-              {alreadyUploaded && !isSelected && (
-                <svg className="h-3 w-3 text-emerald-500 shrink-0" viewBox="0 0 12 12" fill="none">
-                  <path d="M2 6l3 3 5-5" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round"/>
-                </svg>
-              )}
               {label}
+              {uploadedCount > 0 && !isSelected && (
+                <span className="inline-flex items-center justify-center h-4 min-w-4 px-1 rounded-full bg-gray-100 text-gray-500 text-[10px] font-semibold leading-none">
+                  {uploadedCount}
+                </span>
+              )}
             </button>
           );
         })}
@@ -436,6 +436,9 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose, docS
   const [saveError, setSaveError] = useState<string | null>(null);
   // The measure selected in the measure-select phase (empty = "not measure-specific")
   const [selectedMeasure, setSelectedMeasure] = useState<string>("");
+  // Bulk classify state
+  const [selectedIds, setSelectedIds] = useState<Set<string>>(new Set());
+  const [bulkDocType, setBulkDocType] = useState("");
 
   // ── Fetch existing unclassified files on mount ───────────────────────
 
@@ -585,14 +588,35 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose, docS
   }
 
   const classifiableEntries = queue.filter((f) => f.status === "done" && f.uploadedId);
-  const allClassified = classifiableEntries.length > 0 && classifiableEntries.every((f) => f.docType !== "");
+  const classifiedCount = getClassifiedCount(classifiableEntries);
+  const unclassifiedCount = getUnclassifiedIds(classifiableEntries).length;
+
+  function handleBulkApply() {
+    if (!bulkDocType) return;
+    setQueue((prev) => applyBulkDocType(prev, selectedIds, bulkDocType));
+    setSelectedIds(new Set());
+    setBulkDocType("");
+  }
+
+  function toggleSelectId(id: string) {
+    setSelectedIds((prev) => {
+      const next = new Set(prev);
+      if (next.has(id)) next.delete(id); else next.add(id);
+      return next;
+    });
+  }
+
+  function handleSelectAllUnclassified() {
+    setSelectedIds(selectAllUnclassified(classifiableEntries));
+  }
 
   async function handleSaveClassifications() {
     setSaveError(null);
     setIsSaving(true);
     try {
+      const toSave = classifiableEntries.filter((f) => f.docType !== "");
       await saveClassifications(
-        classifiableEntries.map((f) => ({
+        toSave.map((f) => ({
           id: f.uploadedId!,
           fileType: f.docType,
           measureName: (f.measureName && f.measureName !== "__none__") ? f.measureName : undefined,
@@ -814,17 +838,43 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose, docS
                 </div>
               )}
 
+              {/* Select-all row */}
+              {classifiableEntries.length > 0 && (
+                <div className="flex items-center gap-2 px-1">
+                  <input
+                    type="checkbox"
+                    id="select-all-unclassified"
+                    className="h-4 w-4 rounded border-gray-300 text-brandblue accent-brandblue cursor-pointer"
+                    checked={selectedIds.size > 0 && selectedIds.size === selectAllUnclassified(classifiableEntries).size}
+                    onChange={() => {
+                      const allUnclassified = selectAllUnclassified(classifiableEntries);
+                      setSelectedIds(allUnclassified.size === selectedIds.size ? new Set() : allUnclassified);
+                    }}
+                  />
+                  <label htmlFor="select-all-unclassified" className="text-xs text-gray-500 cursor-pointer select-none">
+                    Select all unclassified ({unclassifiedCount})
+                  </label>
+                </div>
+              )}
+
               {/* File list with classification */}
               <div className="space-y-3">
                 {classifiableEntries.map((entry) => {
                   const entryMeasure = entry.measureName && entry.measureName !== "__none__" ? entry.measureName : null;
                   const requiredDocs = entryMeasure ? getRequiredDocs(entryMeasure) : null;
                   const uploadedDocs = entryMeasure ? (measureProgressMap.get(entryMeasure)?.uploaded ?? []) : [];
+                  const isChecked = selectedIds.has(entry.id);
 
                   return (
-                    <div key={entry.id} className="rounded-lg border border-gray-100 bg-gray-50/50 p-3 space-y-2.5">
+                    <div key={entry.id} className={`rounded-lg border bg-gray-50/50 p-3 space-y-2.5 transition-colors ${isChecked ? "border-brandblue/30 bg-brandlightblue/5" : "border-gray-100"}`}>
                       {/* File info row */}
                       <div className="flex items-center gap-2 min-w-0">
+                        <input
+                          type="checkbox"
+                          className="h-4 w-4 rounded border-gray-300 text-brandblue accent-brandblue cursor-pointer shrink-0"
+                          checked={isChecked}
+                          onChange={() => toggleSelectId(entry.id)}
+                        />
                         <StatusIcon status={entry.status} isExisting={!!entry.existingS3Key} />
                         <div className="min-w-0 flex-1">
                           <p className="text-xs font-medium text-gray-700 truncate">{entry.displayName}</p>
@@ -901,6 +951,51 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose, docS
           })()}
         </div>
 
+        {/* ── Bulk classify toolbar — shown when files are selected ── */}
+        {phase === "classify" && selectedIds.size > 0 && (
+          <div className="shrink-0 flex items-center gap-2 px-4 py-2.5 bg-brandlightblue/10 border-t border-brandblue/20">
+            <span className="text-xs font-semibold text-brandblue whitespace-nowrap">
+              {selectedIds.size} selected
+            </span>
+            <span className="text-xs text-gray-400">—</span>
+            <span className="text-xs text-gray-600 whitespace-nowrap">Classify as:</span>
+            <Select value={bulkDocType} onValueChange={setBulkDocType}>
+              <SelectTrigger className="h-7 text-xs flex-1 max-w-56">
+                <SelectValue placeholder="Choose type…" />
+              </SelectTrigger>
+              <SelectContent>
+                {FILE_TYPE_GROUPS.map((group) => {
+                  const items = FILE_TYPE_OPTIONS.filter((o) => o.group === group);
+                  if (!items.length) return null;
+                  return (
+                    <SelectGroup key={group}>
+                      <SelectLabel className="text-[10px] font-semibold uppercase tracking-wide text-gray-400 px-2 py-1">{group}</SelectLabel>
+                      {items.map((o) => (
+                        <SelectItem key={o.value} value={o.value} className="text-xs">{o.label}</SelectItem>
+                      ))}
+                    </SelectGroup>
+                  );
+                })}
+              </SelectContent>
+            </Select>
+            <Button
+              size="sm"
+              className="h-7 text-xs bg-brandblue text-white shrink-0"
+              disabled={!bulkDocType}
+              onClick={handleBulkApply}
+            >
+              Apply
+            </Button>
+            <button
+              type="button"
+              className="text-xs text-gray-400 hover:text-gray-600 shrink-0 ml-1"
+              onClick={() => setSelectedIds(new Set())}
+            >
+              Clear
+            </button>
+          </div>
+        )}
+
         <DialogFooter className="pt-2 border-t border-gray-100 shrink-0">
           {phase === "loading" && (
             <Button variant="secondary" onClick={onClose}>Cancel</Button>
@@ -934,17 +1029,24 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose, docS
               <Button variant="secondary" onClick={onClose} disabled={isSaving}>
                 Skip for now
               </Button>
-              <Button
-                onClick={handleSaveClassifications}
-                disabled={!allClassified || isSaving}
-                className="bg-brandblue text-white gap-1.5"
-              >
-                {isSaving ? (
-                  <><Loader2 className="h-3.5 w-3.5 animate-spin" /> Saving…</>
-                ) : (
-                  "Save Classifications →"
+              <div className="flex flex-col items-end gap-0.5">
+                <Button
+                  onClick={handleSaveClassifications}
+                  disabled={classifiedCount === 0 || isSaving}
+                  className="bg-brandblue text-white gap-1.5"
+                >
+                  {isSaving ? (
+                    <><Loader2 className="h-3.5 w-3.5 animate-spin" /> Saving…</>
+                  ) : (
+                    `Save ${classifiedCount} classified →`
+                  )}
+                </Button>
+                {unclassifiedCount > 0 && (
+                  <p className="text-[10px] text-gray-400">
+                    {unclassifiedCount} unclassified — will stay in your queue
+                  </p>
                 )}
-              </Button>
+              </div>
             </>
           )}
         </DialogFooter>
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 f162c1b..8296d3b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx
@@ -22,7 +22,6 @@ import DocumentTable from "./DocumentTable";
 import MeasuresTable from "./MeasuresTable";
 import type { HubspotDeal } from "./types";
 import PropertyDrawer from "./PropertyDrawer";
-import PropertyDetailDrawer from "./PropertyDetailDrawer";
 import AnalyticsView from "./AnalyticsView";
 import type {
   LiveTrackerProps,
@@ -31,6 +30,7 @@ import type {
   DocumentDrawerState,
   DocStatusMap,
   RemovalStatusByDeal,
+  InstructedMeasuresByDeal,
 } from "./types";
 
 export default function LiveTracker({
@@ -40,6 +40,7 @@ export default function LiveTracker({
   docStatusMap,
   userCapability,
   approvalsByDeal,
+  instructedMeasuresByDeal,
   removalStatusByDeal,
   portfolioId,
   userRole,
@@ -75,9 +76,6 @@ export default function LiveTracker({
     dealname: null,
   });
 
-  // ── Property detail drawer ───────────────────────────────────────────
-  const [detailDeal, setDetailDeal] = useState<ClassifiedDeal | null>(null);
-
   const handleOpenTable = (
     stage: string,
     filteredDeals: ClassifiedDeal[],
@@ -230,7 +228,7 @@ export default function LiveTracker({
             <PropertyTable
               data={currentProject?.allDeals ?? []}
               onOpenDrawer={handleOpenDrawer}
-              onOpenDetail={setDetailDeal}
+              portfolioId={portfolioId}
               docStatusMap={docStatusMap}
               removalStatusByDeal={removalStatusByDeal}
             />
@@ -307,9 +305,10 @@ export default function LiveTracker({
             )}
             <MeasuresTable
               data={currentProject?.allDeals ?? []}
-              userCapability={userCapability}
               approvalsByDeal={approvalsByDeal}
+              instructedMeasuresByDeal={instructedMeasuresByDeal}
               portfolioId={portfolioId}
+              isApprover={userCapability.includes("approver")}
             />
           </div>
         </TabsContent>
@@ -424,15 +423,6 @@ export default function LiveTracker({
         }
       />
 
-      {/* ── Property detail drawer ─────────────────────────────────────── */}
-      <PropertyDetailDrawer
-        deal={detailDeal}
-        onClose={() => setDetailDeal(null)}
-        portfolioId={portfolioId}
-        userRole={userRole}
-        userCapability={userCapability}
-        userEmail={userEmail}
-      />
     </div>
   );
 }
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
index f7e3414..8c8d4ce 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
@@ -1,7 +1,7 @@
 "use client";
 
-import React, { useMemo, useState } from "react";
-import { useMutation, useQuery } from "@tanstack/react-query";
+import React, { useMemo, useState, useTransition } from "react";
+import { useRouter } from "next/navigation";
 import {
   Table,
   TableBody,
@@ -11,43 +11,29 @@ import {
   TableRow,
 } from "@/app/shadcn_components/ui/table";
 import { Input } from "@/app/shadcn_components/ui/input";
-import { Button } from "@/app/shadcn_components/ui/button";
 import { Badge } from "@/app/shadcn_components/ui/badge";
+import { Button } from "@/app/shadcn_components/ui/button";
 import { Checkbox } from "@/app/shadcn_components/ui/checkbox";
-import { Search, Save, ChevronDown, ChevronRight } from "lucide-react";
+import { Search, CheckSquare, ListChecks, Loader2, X } from "lucide-react";
 import { STAGE_COLORS } from "./types";
-import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types";
-import { ApprovalConfirmDialog, type PendingDiff } from "./ApprovalConfirmDialog";
+import type { ClassifiedDeal, ApprovalsByDeal } from "./types";
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import { filterMeasureRows } from "./measureFilters";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
 
-type AuditEvent = {
-  id: string;
-  hubspotDealId: string;
-  measureName: string;
-  action: string; // 'approved' | 'unapproved'
-  actedByEmail: string;
-  actedByName: string | null;
-  actedAt: string; // ISO string
-};
+type Mode = "chip-click" | "instruct";
 
 type Props = {
   data: ClassifiedDeal[];
-  userCapability: PortfolioCapabilityType;
   approvalsByDeal: ApprovalsByDeal;
+  instructedMeasuresByDeal: Record<string, string[]>;
   portfolioId: string;
+  isApprover: boolean;
 };
 
-function parseMeasures(raw: string | null | undefined): string[] {
-  if (!raw) return [];
-  return raw.split(",").map((m) => m.trim()).filter(Boolean);
-}
+// ── Approval status badge ────────────────────────────────────────────────────
 
-function ApprovalStatus({
-  proposed,
-  approved,
-}: {
-  proposed: string[];
-  approved: string[];
-}) {
+function ApprovalStatus({ proposed, approved }: { proposed: string[]; approved: string[] }) {
   if (proposed.length === 0) return null;
   const approvedSet = new Set(approved);
   const approvedCount = proposed.filter((m) => approvedSet.has(m)).length;
@@ -73,196 +59,295 @@ function ApprovalStatus({
   );
 }
 
-function formatDate(iso: string) {
-  return new Date(iso).toLocaleString("en-GB", {
-    day: "numeric",
-    month: "short",
-    year: "numeric",
-    hour: "2-digit",
-    minute: "2-digit",
-  });
-}
+// ── Bulk approve modal ───────────────────────────────────────────────────────
 
-function ActivityLog({
-  dealId,
-  portfolioId,
-}: {
-  dealId: string;
+type BulkApproveModalProps = {
+  selected: Array<{ dealId: string; dealname: string | null; measureName: string }>;
   portfolioId: string;
-}) {
-  const { data, isLoading } = useQuery<{ events: AuditEvent[] }>({
-    queryKey: ["approvalEvents", portfolioId, dealId],
-    queryFn: async () => {
-      const res = await fetch(
-        `/api/portfolio/${portfolioId}/approvals?dealIds=${dealId}&include=events`,
-      );
-      if (!res.ok) throw new Error("Failed to fetch events");
-      return res.json();
-    },
-    staleTime: 30_000,
-  });
+  onClose: () => void;
+  onSuccess: () => void;
+};
 
-  if (isLoading) {
-    return (
-      <p className="text-xs text-gray-400 py-2 pl-4">Loading activity…</p>
-    );
-  }
+function BulkApproveModal({ selected, portfolioId, onClose, onSuccess }: BulkApproveModalProps) {
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
 
-  const events = data?.events ?? [];
+  const groupedByDeal = useMemo(() => {
+    const map = new Map<string, { dealname: string | null; measures: string[] }>();
+    for (const item of selected) {
+      const existing = map.get(item.dealId);
+      if (existing) {
+        existing.measures.push(item.measureName);
+      } else {
+        map.set(item.dealId, { dealname: item.dealname, measures: [item.measureName] });
+      }
+    }
+    return map;
+  }, [selected]);
 
-  if (events.length === 0) {
-    return (
-      <p className="text-xs text-gray-400 py-2 pl-4">No activity yet.</p>
-    );
+  async function handleConfirm() {
+    setSubmitting(true);
+    setError(null);
+    try {
+      const res = await fetch(`/api/portfolio/${portfolioId}/bulk-approvals`, {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({
+          changes: selected.map((s) => ({
+            hubspotDealId: s.dealId,
+            measureName: s.measureName,
+            approved: true,
+          })),
+        }),
+      });
+      const data = await res.json();
+      if (!res.ok || !data.ok) {
+        setError(data.error ?? "Failed to approve measures");
+        return;
+      }
+      onSuccess();
+    } catch {
+      setError("Network error — please try again");
+    } finally {
+      setSubmitting(false);
+    }
   }
 
   return (
-    <div className="pl-4 pr-2 pb-3 space-y-1.5">
-      {events.map((e) => (
-        <div key={e.id} className="flex items-center gap-2 text-xs">
-          <span
-            className={`px-1.5 py-0.5 rounded text-xs font-medium ${
-              e.action === "approved"
-                ? "bg-emerald-50 text-emerald-700"
-                : "bg-red-50 text-red-600"
-            }`}
-          >
-            {e.action === "approved" ? "Approved" : "Unapproved"}
-          </span>
-          <span className="font-medium text-gray-700">{e.measureName}</span>
-          <span className="text-gray-400">·</span>
-          <span className="text-gray-500">
-            {e.actedByName ?? e.actedByEmail}
-          </span>
-          <span className="text-gray-400">·</span>
-          <span className="text-gray-400">{formatDate(e.actedAt)}</span>
+    <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/40 backdrop-blur-sm">
+      <div className="bg-white rounded-2xl shadow-2xl w-full max-w-lg mx-4 p-6 space-y-4">
+        <div className="flex items-center justify-between">
+          <h2 className="text-base font-semibold text-gray-800">Confirm bulk approval</h2>
+          <button onClick={onClose} className="text-gray-400 hover:text-gray-600">
+            <X className="h-4 w-4" />
+          </button>
         </div>
-      ))}
+
+        <p className="text-sm text-gray-500">
+          Approving <span className="font-medium text-gray-800">{selected.length} measure{selected.length !== 1 ? "s" : ""}</span> across{" "}
+          <span className="font-medium text-gray-800">{groupedByDeal.size} propert{groupedByDeal.size !== 1 ? "ies" : "y"}</span>.
+        </p>
+
+        <div className="max-h-56 overflow-y-auto space-y-2">
+          {[...groupedByDeal.entries()].map(([dealId, { dealname, measures }]) => (
+            <div key={dealId} className="rounded-lg border border-gray-100 p-3 space-y-1.5">
+              <p className="text-xs font-medium text-gray-700">{dealname ?? dealId}</p>
+              <div className="flex flex-wrap gap-1">
+                {measures.map((m) => (
+                  <span key={m} className="px-2 py-0.5 rounded-full text-xs bg-emerald-50 border border-emerald-200 text-emerald-700">
+                    {m}
+                  </span>
+                ))}
+              </div>
+            </div>
+          ))}
+        </div>
+
+        {error && <p className="text-xs text-red-600">{error}</p>}
+
+        <div className="flex justify-end gap-2 pt-2">
+          <Button variant="outline" size="sm" onClick={onClose} disabled={submitting}>
+            Cancel
+          </Button>
+          <Button
+            size="sm"
+            onClick={handleConfirm}
+            disabled={submitting}
+            className="bg-emerald-600 hover:bg-emerald-700 text-white"
+          >
+            {submitting ? <Loader2 className="h-4 w-4 animate-spin mr-1.5" /> : null}
+            Approve {selected.length} measure{selected.length !== 1 ? "s" : ""}
+          </Button>
+        </div>
+      </div>
     </div>
   );
 }
 
-async function postApprovalChanges(
-  portfolioId: string,
-  changes: { hubspotDealId: string; measureName: string; approved: boolean }[],
-) {
-  const res = await fetch(`/api/portfolio/${portfolioId}/approvals`, {
-    method: "POST",
-    headers: { "Content-Type": "application/json" },
-    body: JSON.stringify({ changes }),
-  });
-  if (!res.ok) throw new Error("Failed to save approvals");
-}
+// ── Bulk instruct modal ──────────────────────────────────────────────────────
 
-export default function MeasuresTable({
-  data,
-  userCapability,
-  approvalsByDeal,
-  portfolioId,
-}: Props) {
-  const [search, setSearch] = useState("");
-  // pendingChanges: dealId -> desired Set<measureName> (the full intended approved set)
-  const [pendingChanges, setPendingChanges] = useState<
-    Record<string, Set<string>>
-  >({});
-  const [savedApprovals, setSavedApprovals] =
-    useState<ApprovalsByDeal>(approvalsByDeal);
-  const [showConfirm, setShowConfirm] = useState(false);
-  const [expandedRows, setExpandedRows] = useState<Set<string>>(new Set());
+type BulkInstructModalProps = {
+  selectedDealIds: string[];
+  deals: ClassifiedDeal[];
+  portfolioId: string;
+  onClose: () => void;
+  onSuccess: () => void;
+};
 
-  // Filter to only properties with proposed measures
-  const dealsWithMeasures = useMemo(
-    () => data.filter((d) => d.proposedMeasures),
-    [data],
+function BulkInstructModal({ selectedDealIds, deals, portfolioId, onClose, onSuccess }: BulkInstructModalProps) {
+  const [selectedMeasures, setSelectedMeasures] = useState<Set<string>>(new Set());
+  const [confirmText, setConfirmText] = useState("");
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  const selectedDeals = useMemo(
+    () => deals.filter((d) => selectedDealIds.includes(d.dealId)),
+    [deals, selectedDealIds],
   );
 
-  const filtered = useMemo(() => {
-    const q = search.toLowerCase();
-    if (!q) return dealsWithMeasures;
-    return dealsWithMeasures.filter(
-      (d) =>
-        d.dealname?.toLowerCase().includes(q) ||
-        d.landlordPropertyId?.toLowerCase().includes(q) ||
-        d.proposedMeasures?.toLowerCase().includes(q),
-    );
-  }, [dealsWithMeasures, search]);
-
-  const hasPendingChanges = Object.keys(pendingChanges).length > 0;
-
-  // Compute diffs: for each deal in pendingChanges, what's added vs removed vs saved
-  const pendingDiffs = useMemo<Record<string, PendingDiff>>(() => {
-    const diffs: Record<string, PendingDiff> = {};
-    for (const [dealId, pending] of Object.entries(pendingChanges)) {
-      const saved = new Set(savedApprovals[dealId] ?? []);
-      const added = [...pending].filter((m) => !saved.has(m));
-      const removed = [...saved].filter((m) => !pending.has(m));
-      if (added.length > 0 || removed.length > 0) {
-        diffs[dealId] = { added, removed };
-      }
-    }
-    return diffs;
-  }, [pendingChanges, savedApprovals]);
-
-  const dealNames = useMemo<Record<string, string>>(() => {
-    const map: Record<string, string> = {};
-    for (const d of dealsWithMeasures) {
-      map[d.dealId] = d.dealname ?? d.landlordPropertyId ?? d.dealId;
-    }
-    return map;
-  }, [dealsWithMeasures]);
-
-  const saveMutation = useMutation({
-    mutationFn: () => {
-      // Build flat list of explicit changes from diffs
-      const changes: { hubspotDealId: string; measureName: string; approved: boolean }[] = [];
-      for (const [dealId, diff] of Object.entries(pendingDiffs)) {
-        for (const m of diff.added) changes.push({ hubspotDealId: dealId, measureName: m, approved: true });
-        for (const m of diff.removed) changes.push({ hubspotDealId: dealId, measureName: m, approved: false });
-      }
-      return postApprovalChanges(portfolioId, changes);
-    },
-    onSuccess: () => {
-      setSavedApprovals((prev) => {
-        const next = { ...prev };
-        for (const [dealId, pending] of Object.entries(pendingChanges)) {
-          next[dealId] = Array.from(pending);
-        }
-        return next;
-      });
-      setPendingChanges({});
-      setShowConfirm(false);
-    },
-  });
-
-  function toggleMeasure(dealId: string, measure: string) {
-    setPendingChanges((prev) => {
-      const base =
-        prev[dealId] !== undefined
-          ? new Set(prev[dealId])
-          : new Set(savedApprovals[dealId] ?? []);
-
-      if (base.has(measure)) {
-        base.delete(measure);
-      } else {
-        base.add(measure);
-      }
-
-      // If pending equals saved, remove from tracking
-      const saved = new Set(savedApprovals[dealId] ?? []);
-      const equal = base.size === saved.size && [...base].every((m) => saved.has(m));
-
-      const next = { ...prev };
-      if (equal) {
-        delete next[dealId];
-      } else {
-        next[dealId] = base;
-      }
+  function toggleMeasure(name: string) {
+    setSelectedMeasures((prev) => {
+      const next = new Set(prev);
+      if (next.has(name)) next.delete(name);
+      else next.add(name);
       return next;
     });
   }
 
-  function toggleRowExpand(dealId: string) {
-    setExpandedRows((prev) => {
+  const canSubmit = selectedMeasures.size > 0 && confirmText.trim() === "confirm" && !submitting;
+
+  async function handleSubmit() {
+    if (!canSubmit) return;
+    setSubmitting(true);
+    setError(null);
+    try {
+      const res = await fetch(`/api/portfolio/${portfolioId}/bulk-instructed-measures`, {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({
+          deals: selectedDealIds.map((dealId) => ({
+            dealId,
+            measureNames: [...selectedMeasures],
+          })),
+        }),
+      });
+      const data = await res.json();
+      if (!res.ok || !data.ok) {
+        setError(data.error ?? "Failed to instruct measures");
+        return;
+      }
+      onSuccess();
+    } catch {
+      setError("Network error — please try again");
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  return (
+    <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/40 backdrop-blur-sm">
+      <div className="bg-white rounded-2xl shadow-2xl w-full max-w-lg mx-4 p-6 space-y-4">
+        <div className="flex items-center justify-between">
+          <h2 className="text-base font-semibold text-gray-800">Bulk instruct measures</h2>
+          <button onClick={onClose} className="text-gray-400 hover:text-gray-600">
+            <X className="h-4 w-4" />
+          </button>
+        </div>
+
+        <p className="text-sm text-gray-500">
+          Instructing on <span className="font-medium text-gray-800">{selectedDeals.length} propert{selectedDeals.length !== 1 ? "ies" : "y"}</span>.
+          Select measures to add to all selected deals.
+        </p>
+
+        <div className="max-h-48 overflow-y-auto">
+          <div className="grid grid-cols-2 gap-1.5">
+            {MEASURE_NAMES.map((name) => (
+              <label
+                key={name}
+                className={`flex items-center gap-2 px-3 py-2 rounded-lg border cursor-pointer text-xs transition-colors ${
+                  selectedMeasures.has(name)
+                    ? "bg-indigo-50 border-indigo-300 text-indigo-700"
+                    : "border-gray-200 text-gray-600 hover:bg-gray-50"
+                }`}
+              >
+                <Checkbox
+                  checked={selectedMeasures.has(name)}
+                  onCheckedChange={() => toggleMeasure(name)}
+                  className="h-3.5 w-3.5"
+                />
+                {name}
+              </label>
+            ))}
+          </div>
+        </div>
+
+        {selectedMeasures.size > 0 && (
+          <div className="space-y-1">
+            <p className="text-xs text-gray-500">
+              Type <span className="font-mono font-semibold">confirm</span> to proceed
+            </p>
+            <Input
+              value={confirmText}
+              onChange={(e) => setConfirmText(e.target.value)}
+              placeholder="confirm"
+              className="h-8 text-sm"
+            />
+          </div>
+        )}
+
+        {error && <p className="text-xs text-red-600">{error}</p>}
+
+        <div className="flex justify-end gap-2 pt-2">
+          <Button variant="outline" size="sm" onClick={onClose} disabled={submitting}>
+            Cancel
+          </Button>
+          <Button
+            size="sm"
+            onClick={handleSubmit}
+            disabled={!canSubmit}
+            className="bg-indigo-600 hover:bg-indigo-700 text-white"
+          >
+            {submitting ? <Loader2 className="h-4 w-4 animate-spin mr-1.5" /> : null}
+            Instruct {selectedMeasures.size > 0 ? selectedMeasures.size : ""} measure{selectedMeasures.size !== 1 ? "s" : ""}
+          </Button>
+        </div>
+      </div>
+    </div>
+  );
+}
+
+// ── Main component ───────────────────────────────────────────────────────────
+
+export default function MeasuresTable({
+  data,
+  approvalsByDeal,
+  instructedMeasuresByDeal,
+  portfolioId,
+  isApprover,
+}: Props) {
+  const router = useRouter();
+  const [isPending, startTransition] = useTransition();
+
+  const [search, setSearch] = useState("");
+  const [mode, setMode] = useState<Mode>("chip-click");
+
+  // Chip-click mode: Set<"dealId::measureName">
+  const [selectedChips, setSelectedChips] = useState<Set<string>>(new Set());
+
+  // Instruct mode: Set<dealId>
+  const [selectedRows, setSelectedRows] = useState<Set<string>>(new Set());
+
+  const [showApproveModal, setShowApproveModal] = useState(false);
+  const [showInstructModal, setShowInstructModal] = useState(false);
+
+  const dealsWithMeasures = useMemo(
+    () => data.filter((d) => d.proposedMeasures || (instructedMeasuresByDeal[d.dealId]?.length ?? 0) > 0),
+    [data, instructedMeasuresByDeal],
+  );
+
+  const filtered = useMemo(
+    () => filterMeasureRows(dealsWithMeasures, instructedMeasuresByDeal, search),
+    [dealsWithMeasures, instructedMeasuresByDeal, search],
+  );
+
+  function switchMode(next: Mode) {
+    setMode(next);
+    setSelectedChips(new Set());
+    setSelectedRows(new Set());
+  }
+
+  function toggleChip(dealId: string, measureName: string) {
+    const key = `${dealId}::${measureName}`;
+    setSelectedChips((prev) => {
+      const next = new Set(prev);
+      if (next.has(key)) next.delete(key);
+      else next.add(key);
+      return next;
+    });
+  }
+
+  function toggleRow(dealId: string) {
+    setSelectedRows((prev) => {
       const next = new Set(prev);
       if (next.has(dealId)) next.delete(dealId);
       else next.add(dealId);
@@ -270,6 +355,45 @@ export default function MeasuresTable({
     });
   }
 
+  function toggleAllFiltered() {
+    const allIds = filtered.map((d) => d.dealId);
+    const allSelected = allIds.every((id) => selectedRows.has(id));
+    if (allSelected) {
+      setSelectedRows((prev) => {
+        const next = new Set(prev);
+        allIds.forEach((id) => next.delete(id));
+        return next;
+      });
+    } else {
+      setSelectedRows((prev) => {
+        const next = new Set(prev);
+        allIds.forEach((id) => next.add(id));
+        return next;
+      });
+    }
+  }
+
+  const selectedChipItems = useMemo(
+    () =>
+      [...selectedChips].map((key) => {
+        const [dealId, measureName] = key.split("::");
+        const deal = data.find((d) => d.dealId === dealId);
+        return { dealId, dealname: deal?.dealname ?? null, measureName };
+      }),
+    [selectedChips, data],
+  );
+
+  const allFilteredSelected =
+    filtered.length > 0 && filtered.every((d) => selectedRows.has(d.dealId));
+
+  function handleActionSuccess() {
+    setShowApproveModal(false);
+    setShowInstructModal(false);
+    setSelectedChips(new Set());
+    setSelectedRows(new Set());
+    startTransition(() => router.refresh());
+  }
+
   if (dealsWithMeasures.length === 0) {
     return (
       <div className="rounded-xl border border-gray-100 bg-white p-12 text-center">
@@ -280,9 +404,11 @@ export default function MeasuresTable({
     );
   }
 
+  const colSpan = mode === "instruct" ? 7 : 6;
+
   return (
     <div className="space-y-4">
-      {/* Toolbar */}
+      {/* ── Toolbar ──────────────────────────────────────────────────── */}
       <div className="flex items-center justify-between gap-3 flex-wrap">
         <div className="relative flex-1 min-w-48 max-w-sm">
           <Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-gray-400" />
@@ -293,29 +419,100 @@ export default function MeasuresTable({
             className="pl-9 h-9 text-sm"
           />
         </div>
+
         <div className="flex items-center gap-2">
           <span className="text-xs text-gray-400">
             {filtered.length} of {dealsWithMeasures.length} properties
           </span>
-          {userCapability.includes("approver") && hasPendingChanges && (
-            <Button
-              size="sm"
-              onClick={() => setShowConfirm(true)}
-              className="bg-brandblue text-white gap-1.5"
-            >
-              <Save className="h-3.5 w-3.5" />
-              Review changes ({Object.keys(pendingDiffs).length})
-            </Button>
+
+          {isApprover && (
+            <>
+              <Button
+                size="sm"
+                variant={mode === "chip-click" ? "default" : "outline"}
+                className="h-8 text-xs gap-1.5"
+                onClick={() => switchMode("chip-click")}
+              >
+                <CheckSquare className="h-3.5 w-3.5" />
+                Approve mode
+              </Button>
+              <Button
+                size="sm"
+                variant={mode === "instruct" ? "default" : "outline"}
+                className="h-8 text-xs gap-1.5"
+                onClick={() => switchMode("instruct")}
+              >
+                <ListChecks className="h-3.5 w-3.5" />
+                Instruct mode
+              </Button>
+            </>
           )}
         </div>
       </div>
 
-      {/* Table */}
-      <div className="rounded-xl border border-gray-100 overflow-hidden bg-white">
+      {/* ── Action bar ───────────────────────────────────────────────── */}
+      {isApprover && mode === "chip-click" && selectedChips.size > 0 && (
+        <div className="flex items-center gap-3 rounded-lg border border-emerald-200 bg-emerald-50 px-4 py-2.5">
+          <span className="text-sm text-emerald-800 font-medium">
+            {selectedChips.size} measure{selectedChips.size !== 1 ? "s" : ""} selected
+          </span>
+          <Button
+            size="sm"
+            className="h-7 text-xs bg-emerald-600 hover:bg-emerald-700 text-white"
+            onClick={() => setShowApproveModal(true)}
+          >
+            Approve selected
+          </Button>
+          <button
+            onClick={() => setSelectedChips(new Set())}
+            className="ml-auto text-emerald-600 hover:text-emerald-800 text-xs"
+          >
+            Clear
+          </button>
+        </div>
+      )}
+
+      {isApprover && mode === "instruct" && selectedRows.size > 0 && (
+        <div className="flex items-center gap-3 rounded-lg border border-indigo-200 bg-indigo-50 px-4 py-2.5">
+          <span className="text-sm text-indigo-800 font-medium">
+            {selectedRows.size} propert{selectedRows.size !== 1 ? "ies" : "y"} selected
+          </span>
+          <Button
+            size="sm"
+            className="h-7 text-xs bg-indigo-600 hover:bg-indigo-700 text-white"
+            onClick={() => setShowInstructModal(true)}
+          >
+            Instruct measures
+          </Button>
+          <button
+            onClick={() => setSelectedRows(new Set())}
+            className="ml-auto text-indigo-600 hover:text-indigo-800 text-xs"
+          >
+            Clear
+          </button>
+        </div>
+      )}
+
+      {/* ── Table ────────────────────────────────────────────────────── */}
+      <div className="relative rounded-xl border border-gray-100 overflow-hidden bg-white">
+        {isPending && (
+          <div className="absolute inset-0 z-10 flex items-center justify-center bg-white/60 backdrop-blur-sm">
+            <Loader2 className="h-6 w-6 animate-spin text-brandblue" />
+          </div>
+        )}
         <Table>
           <TableHeader>
             <TableRow className="bg-gray-50 border-b border-gray-100">
-              <TableHead className="w-6" />
+              {mode === "instruct" && (
+                <TableHead className="w-10 pl-3">
+                  <Checkbox
+                    checked={allFilteredSelected}
+                    onCheckedChange={toggleAllFiltered}
+                    aria-label="Select all filtered"
+                    className="h-4 w-4"
+                  />
+                </TableHead>
+              )}
               <TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
                 Address
               </TableHead>
@@ -323,7 +520,13 @@ export default function MeasuresTable({
                 Stage
               </TableHead>
               <TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
-                Proposed Measures
+                Proposed
+              </TableHead>
+              <TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
+                Instructed
+              </TableHead>
+              <TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
+                Tech Approved
               </TableHead>
               <TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
                 Status
@@ -333,137 +536,161 @@ export default function MeasuresTable({
           <TableBody>
             {filtered.map((deal) => {
               const proposed = parseMeasures(deal.proposedMeasures);
-              const approvedForDeal =
-                pendingChanges[deal.dealId] !== undefined
-                  ? Array.from(pendingChanges[deal.dealId])
-                  : (savedApprovals[deal.dealId] ?? []);
+              const instructed = instructedMeasuresByDeal[deal.dealId] ?? [];
+              const techApproved = parseMeasures(deal.technicalApprovedMeasuresForInstall);
+              const approvedForDeal = approvalsByDeal[deal.dealId] ?? [];
               const approvedSet = new Set(approvedForDeal);
               const stageColor = STAGE_COLORS[deal.displayStage];
-              const hasPending = pendingChanges[deal.dealId] !== undefined;
-              const isExpanded = expandedRows.has(deal.dealId);
+              const isRowSelected = selectedRows.has(deal.dealId);
+
+              const dealPageUrl = `/portfolio/${portfolioId}/your-projects/live/${deal.dealId}?tab=works`;
+
+              const handleRowClick = (e: React.MouseEvent) => {
+                // Don't navigate if clicking a chip or checkbox
+                const target = e.target as HTMLElement;
+                if (target.closest("[data-chip]") || target.closest("[data-checkbox]")) return;
+                router.push(dealPageUrl);
+              };
 
               return (
-                <React.Fragment key={deal.dealId}>
-                  <TableRow
-                    className={`border-b border-gray-50 hover:bg-gray-50/50 transition-colors ${hasPending ? "bg-amber-50/30" : ""}`}
-                  >
-                    {/* Expand toggle */}
-                    <TableCell className="py-3 pl-3 pr-0 w-6">
-                      <button
-                        onClick={() => toggleRowExpand(deal.dealId)}
-                        className="text-gray-400 hover:text-brandblue transition-colors"
-                        aria-label={isExpanded ? "Collapse activity" : "Expand activity"}
-                      >
-                        {isExpanded ? (
-                          <ChevronDown className="h-4 w-4" />
-                        ) : (
-                          <ChevronRight className="h-4 w-4" />
-                        )}
-                      </button>
+                <TableRow
+                  key={deal.dealId}
+                  data-testid="measures-row"
+                  onClick={handleRowClick}
+                  tabIndex={0}
+                  role="button"
+                  onKeyDown={(e) => {
+                    if (e.key === "Enter" || e.key === " ") {
+                      e.preventDefault();
+                      router.push(dealPageUrl);
+                    }
+                  }}
+                  className={`border-b border-gray-50 hover:bg-gray-50/50 transition-colors cursor-pointer ${
+                    isRowSelected ? "bg-indigo-50/40" : ""
+                  }`}
+                >
+                  {/* Row checkbox (instruct mode only) */}
+                  {mode === "instruct" && (
+                    <TableCell className="pl-3 py-3 w-10" data-checkbox>
+                      <Checkbox
+                        checked={isRowSelected}
+                        onCheckedChange={() => toggleRow(deal.dealId)}
+                        onClick={(e) => e.stopPropagation()}
+                        className="h-4 w-4"
+                        aria-label={`Select ${deal.dealname ?? deal.dealId}`}
+                      />
                     </TableCell>
+                  )}
 
-                    {/* Address */}
-                    <TableCell className="py-3">
-                      <div className="font-medium text-sm text-gray-800">
-                        {deal.dealname ?? "—"}
+                  {/* Address */}
+                  <TableCell className="py-3">
+                    <div className="font-medium text-sm text-gray-800">
+                      {deal.dealname ?? "—"}
+                    </div>
+                    {deal.landlordPropertyId && (
+                      <div className="text-xs text-gray-400 mt-0.5">
+                        {deal.landlordPropertyId}
                       </div>
-                      {deal.landlordPropertyId && (
-                        <div className="text-xs text-gray-400 mt-0.5">
-                          {deal.landlordPropertyId}
-                        </div>
-                      )}
-                    </TableCell>
+                    )}
+                  </TableCell>
 
-                    {/* Stage */}
-                    <TableCell className="py-3">
-                      <span
-                        className={`inline-flex items-center gap-1.5 px-2 py-1 rounded-full text-xs font-medium border ${stageColor.bg} ${stageColor.text} ${stageColor.border}`}
-                      >
-                        <span className={`h-1.5 w-1.5 rounded-full ${stageColor.dot}`} />
-                        {deal.displayStage}
-                      </span>
-                    </TableCell>
+                  {/* Stage */}
+                  <TableCell className="py-3">
+                    <span
+                      className={`inline-flex items-center gap-1.5 px-2 py-1 rounded-full text-xs font-medium border ${stageColor.bg} ${stageColor.text} ${stageColor.border}`}
+                    >
+                      <span className={`h-1.5 w-1.5 rounded-full ${stageColor.dot}`} />
+                      {deal.displayStage}
+                    </span>
+                  </TableCell>
 
-                    {/* Proposed measures */}
-                    <TableCell className="py-3">
-                      <div className="flex flex-wrap gap-1.5">
-                        {proposed.map((measure) => {
-                          const isApproved = approvedSet.has(measure);
-                          if (userCapability.includes("approver")) {
-                            return (
-                              <label
-                                key={measure}
-                                className={`flex items-center gap-1.5 cursor-pointer px-2 py-1 rounded-full text-xs border transition-colors ${
-                                  isApproved
-                                    ? "bg-emerald-50 border-emerald-200 text-emerald-700"
-                                    : "bg-gray-50 border-gray-200 text-gray-600 hover:bg-gray-100"
-                                }`}
-                              >
-                                <Checkbox
-                                  checked={isApproved}
-                                  onCheckedChange={() => toggleMeasure(deal.dealId, measure)}
-                                  className="h-3 w-3"
-                                />
-                                {measure}
-                              </label>
-                            );
-                          }
-                          return (
-                            <span
-                              key={measure}
-                              className={`px-2 py-1 rounded-full text-xs border ${
-                                isApproved
+                  {/* Proposed measures */}
+                  <TableCell className="py-3">
+                    <div className="flex flex-wrap gap-1.5">
+                      {proposed.map((measure) => {
+                        const chipKey = `${deal.dealId}::${measure}`;
+                        const isSelected = selectedChips.has(chipKey);
+                        const isApproved = approvedSet.has(measure);
+                        const clickable = isApprover && mode === "chip-click";
+
+                        return (
+                          <span
+                            key={measure}
+                            data-chip
+                            onClick={clickable ? (e) => { e.stopPropagation(); toggleChip(deal.dealId, measure); } : undefined}
+                            className={`px-2 py-1 rounded-full text-xs border transition-all ${
+                              isSelected
+                                ? "bg-emerald-100 border-emerald-400 text-emerald-800 ring-2 ring-emerald-300"
+                                : isApproved
                                   ? "bg-emerald-50 border-emerald-200 text-emerald-700"
                                   : "bg-gray-50 border-gray-200 text-gray-600"
-                              }`}
-                            >
-                              {measure}
-                            </span>
-                          );
-                        })}
-                      </div>
-                    </TableCell>
+                            } ${clickable ? "cursor-pointer hover:border-emerald-400" : ""}`}
+                          >
+                            {measure}
+                          </span>
+                        );
+                      })}
+                    </div>
+                  </TableCell>
 
-                    {/* Status */}
-                    <TableCell className="py-3">
-                      <ApprovalStatus proposed={proposed} approved={approvedForDeal} />
-                    </TableCell>
+                  {/* Instructed measures */}
+                  <TableCell className="py-3">
+                    <div className="flex flex-wrap gap-1.5">
+                      {instructed.map((measure) => (
+                        <span
+                          key={measure}
+                          className="px-2 py-1 rounded-full text-xs border bg-indigo-50 border-indigo-200 text-indigo-700"
+                        >
+                          {measure}
+                        </span>
+                      ))}
+                    </div>
+                  </TableCell>
 
-                  </TableRow>
+                  {/* Tech approved */}
+                  <TableCell className="py-3">
+                    <div className="flex flex-wrap gap-1.5">
+                      {techApproved.map((measure) => (
+                        <span
+                          key={measure}
+                          className="px-2 py-1 rounded-full text-xs border bg-violet-50 border-violet-200 text-violet-700"
+                        >
+                          {measure}
+                        </span>
+                      ))}
+                    </div>
+                  </TableCell>
 
-                  {/* Expandable activity log row */}
-                  {isExpanded && (
-                    <TableRow className="bg-gray-50/50">
-                      <TableCell
-                        colSpan={5}
-                        className="p-0"
-                      >
-                        <div className="border-t border-gray-100">
-                          <p className="text-xs font-semibold text-gray-400 uppercase tracking-wide px-4 pt-2 pb-1">
-                            Activity log
-                          </p>
-                          <ActivityLog dealId={deal.dealId} portfolioId={portfolioId} />
-                        </div>
-                      </TableCell>
-                    </TableRow>
-                  )}
-                </React.Fragment>
+                  {/* Approval status */}
+                  <TableCell className="py-3">
+                    <ApprovalStatus proposed={proposed} approved={approvedForDeal} />
+                  </TableCell>
+                </TableRow>
               );
             })}
           </TableBody>
         </Table>
       </div>
 
-      {/* Confirmation dialog */}
-      <ApprovalConfirmDialog
-        open={showConfirm}
-        pendingDiffs={pendingDiffs}
-        dealNames={dealNames}
-        onConfirm={() => saveMutation.mutate()}
-        onCancel={() => setShowConfirm(false)}
-        isPending={saveMutation.isPending}
-      />
+      {/* ── Modals ───────────────────────────────────────────────────── */}
+      {showApproveModal && (
+        <BulkApproveModal
+          selected={selectedChipItems}
+          portfolioId={portfolioId}
+          onClose={() => setShowApproveModal(false)}
+          onSuccess={handleActionSuccess}
+        />
+      )}
 
+      {showInstructModal && (
+        <BulkInstructModal
+          selectedDealIds={[...selectedRows]}
+          deals={data}
+          portfolioId={portfolioId}
+          onClose={() => setShowInstructModal(false)}
+          onSuccess={handleActionSuccess}
+        />
+      )}
     </div>
   );
 }
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
new file mode 100644
index 0000000..5aa689a
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
@@ -0,0 +1,699 @@
+"use client";
+
+import { useState, useMemo, useCallback } from "react";
+import { useQuery, useQueryClient } from "@tanstack/react-query";
+import {
+  useReactTable,
+  getCoreRowModel,
+  createColumnHelper,
+  flexRender,
+  type RowData,
+} from "@tanstack/react-table";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
+import {
+  toDateInputValue,
+  dateInputToIso,
+  formatDate,
+} from "@/app/lib/pibiSectionHelpers";
+import type { PibiRow } from "@/app/lib/pibiSectionHelpers";
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from "@/app/shadcn_components/ui/tooltip";
+
+// ── TableMeta augmentation ────────────────────────────────────────────────────
+
+declare module "@tanstack/react-table" {
+  interface TableMeta<TData extends RowData> {
+    pibi?: PibiTableMeta;
+  }
+}
+
+// ── Types ─────────────────────────────────────────────────────────────────────
+
+interface EditableRow {
+  id: string;
+  isNew: boolean;
+  measureName: string;
+  orderedAt: string;   // yyyy-mm-dd or ""
+  completedAt: string; // yyyy-mm-dd or ""
+  isDirty: boolean;
+  isSaving: boolean;
+  error: string | null;
+}
+
+interface NewRowData {
+  id: string;
+  measureName: string;
+  orderedAt: string;
+  completedAt: string;
+}
+
+interface PibiTableMeta {
+  canEdit: boolean;
+  approvedMeasures: string[];
+  proposedMeasures: string[];
+  updateField(
+    id: string,
+    field: "measureName" | "orderedAt" | "completedAt",
+    value: string,
+  ): void;
+  saveRow(id: string): void;
+  deleteRow(id: string): void;
+}
+
+// ── New row ID counter ────────────────────────────────────────────────────────
+
+let newRowSeq = 0;
+function nextNewId() {
+  return `new-${++newRowSeq}`;
+}
+
+// ── Scope badge ───────────────────────────────────────────────────────────────
+
+function ScopeBadge({
+  measure,
+  approved,
+  proposed,
+}: {
+  measure: string;
+  approved: string[];
+  proposed: string[];
+}) {
+  if (approved.includes(measure)) {
+    return (
+      <Tooltip>
+        <TooltipTrigger asChild>
+          <span className="inline-flex items-center px-1.5 py-0.5 rounded-full text-[10px] font-semibold bg-emerald-50 border border-emerald-200 text-emerald-700 cursor-default">
+            Approved
+          </span>
+        </TooltipTrigger>
+        <TooltipContent>This measure has been technically approved for installation</TooltipContent>
+      </Tooltip>
+    );
+  }
+  if (proposed.includes(measure)) {
+    return (
+      <Tooltip>
+        <TooltipTrigger asChild>
+          <span className="inline-flex items-center px-1.5 py-0.5 rounded-full text-[10px] font-semibold bg-blue-50 border border-blue-200 text-blue-700 cursor-default">
+            Proposed
+          </span>
+        </TooltipTrigger>
+        <TooltipContent>This measure has been proposed but not yet approved</TooltipContent>
+      </Tooltip>
+    );
+  }
+  return null;
+}
+
+// ── Column definitions ────────────────────────────────────────────────────────
+
+const columnHelper = createColumnHelper<EditableRow>();
+
+const COLUMNS = [
+  columnHelper.accessor("measureName", {
+    header: "Measure",
+    cell: ({ row, table }) => {
+      const meta = table.options.meta!.pibi!;
+      const r = row.original;
+      return (
+        <div className="flex items-center gap-1.5">
+          {meta.canEdit ? (
+            <select
+              value={r.measureName}
+              onChange={(e) =>
+                meta.updateField(r.id, "measureName", e.target.value)
+              }
+              disabled={r.isSaving}
+              data-testid={`pibi-measure-select-${r.id}`}
+              className="rounded border border-gray-200 px-1.5 py-0.5 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40 w-[130px]"
+            >
+              {(() => {
+                const approved = MEASURE_NAMES.filter((m) =>
+                  meta.approvedMeasures.includes(m),
+                );
+                const proposed = MEASURE_NAMES.filter(
+                  (m) =>
+                    meta.proposedMeasures.includes(m) &&
+                    !meta.approvedMeasures.includes(m),
+                );
+                const other = MEASURE_NAMES.filter(
+                  (m) =>
+                    !meta.approvedMeasures.includes(m) &&
+                    !meta.proposedMeasures.includes(m),
+                );
+                return (
+                  <>
+                    {approved.length > 0 && (
+                      <optgroup label="Approved">
+                        {approved.map((m) => (
+                          <option key={m} value={m}>
+                            {m}
+                          </option>
+                        ))}
+                      </optgroup>
+                    )}
+                    {proposed.length > 0 && (
+                      <optgroup label="Proposed">
+                        {proposed.map((m) => (
+                          <option key={m} value={m}>
+                            {m}
+                          </option>
+                        ))}
+                      </optgroup>
+                    )}
+                    {other.length > 0 && (
+                      <optgroup label="Other">
+                        {other.map((m) => (
+                          <option key={m} value={m}>
+                            {m}
+                          </option>
+                        ))}
+                      </optgroup>
+                    )}
+                  </>
+                );
+              })()}
+            </select>
+          ) : (
+            <span className="text-xs text-gray-800">{r.measureName}</span>
+          )}
+          <ScopeBadge
+            measure={r.measureName}
+            approved={meta.approvedMeasures}
+            proposed={meta.proposedMeasures}
+          />
+        </div>
+      );
+    },
+  }),
+
+  columnHelper.accessor("orderedAt", {
+    header: "Ordered",
+    cell: ({ row, table }) => {
+      const meta = table.options.meta!.pibi!;
+      const r = row.original;
+      if (!meta.canEdit) {
+        return (
+          <span className="text-xs text-gray-500">
+            {formatDate(r.orderedAt)}
+          </span>
+        );
+      }
+      return (
+        <input
+          type="date"
+          value={r.orderedAt}
+          onChange={(e) =>
+            meta.updateField(r.id, "orderedAt", e.target.value)
+          }
+          disabled={r.isSaving}
+          data-testid={`pibi-ordered-date-${r.id}`}
+          className="rounded border border-gray-200 px-1.5 py-0.5 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40 w-[110px]"
+        />
+      );
+    },
+  }),
+
+  columnHelper.accessor("completedAt", {
+    header: "Completed",
+    cell: ({ row, table }) => {
+      const meta = table.options.meta!.pibi!;
+      const r = row.original;
+      if (!meta.canEdit) {
+        return r.completedAt ? (
+          <span className="text-xs text-emerald-600 font-medium">
+            {formatDate(r.completedAt)}
+          </span>
+        ) : (
+          <span className="text-xs text-gray-300">—</span>
+        );
+      }
+      return (
+        <input
+          type="date"
+          value={r.completedAt}
+          onChange={(e) =>
+            meta.updateField(r.id, "completedAt", e.target.value)
+          }
+          disabled={r.isSaving}
+          data-testid={`pibi-completed-date-${r.id}`}
+          className="rounded border border-gray-200 px-1.5 py-0.5 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40 w-[110px]"
+        />
+      );
+    },
+  }),
+
+  columnHelper.display({
+    id: "actions",
+    header: "",
+    cell: ({ row, table }) => {
+      const meta = table.options.meta!.pibi!;
+      if (!meta.canEdit) return null;
+      const r = row.original;
+      return (
+        <div className="flex items-center gap-1.5">
+          <button
+            onClick={() => meta.saveRow(r.id)}
+            disabled={!r.isDirty || r.isSaving}
+            data-testid={`pibi-save-${r.id}`}
+            className="text-[10px] font-medium px-2.5 py-1 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-30 transition-colors"
+          >
+            {r.isSaving ? "Saving…" : "Save"}
+          </button>
+          <button
+            onClick={() => meta.deleteRow(r.id)}
+            disabled={r.isSaving}
+            data-testid={`pibi-delete-${r.id}`}
+            className="text-[10px] font-medium px-2.5 py-1 rounded-lg border border-red-100 text-red-400 hover:bg-red-50 disabled:opacity-30 transition-colors"
+          >
+            Delete
+          </button>
+          {r.error && (
+            <span className="text-[10px] text-red-600">{r.error}</span>
+          )}
+        </div>
+      );
+    },
+  }),
+];
+
+// ── Main component ────────────────────────────────────────────────────────────
+
+export interface PibiSectionProps {
+  dealId: string;
+  portfolioId: string;
+  proposedMeasures: string[];
+  canEdit: boolean;
+}
+
+export function PibiSection({
+  dealId,
+  portfolioId,
+  proposedMeasures,
+  canEdit,
+}: PibiSectionProps) {
+  const queryClient = useQueryClient();
+
+  // Local edit state for existing rows
+  const [localEdits, setLocalEdits] = useState<
+    Record<
+      string,
+      Partial<{ measureName: string; orderedAt: string; completedAt: string }>
+    >
+  >({});
+
+  // Unsaved new rows
+  const [newRows, setNewRows] = useState<NewRowData[]>([]);
+
+  // Row IDs currently being saved or deleted
+  const [savingIds, setSavingIds] = useState<Set<string>>(new Set());
+
+  // Per-row error messages
+  const [rowErrors, setRowErrors] = useState<Record<string, string>>({});
+
+  // ── Server data ───────────────────────────────────────────────────────────
+
+  const { data, isLoading } = useQuery<{ pibiRequests: PibiRow[] }>({
+    queryKey: ["pibiRequests", portfolioId, dealId],
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/pibi-requests?dealId=${encodeURIComponent(dealId)}`,
+      );
+      if (!res.ok) throw new Error("Failed to fetch PIBI requests");
+      return res.json();
+    },
+    staleTime: 30_000,
+  });
+
+  const { data: measureData } = useQuery<{
+    approvedMeasures: string[];
+    instructedMeasures: string[];
+  }>({
+    queryKey: ["pibiMeasures", portfolioId, dealId],
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/pibi-measures?dealId=${encodeURIComponent(dealId)}`,
+      );
+      if (!res.ok) throw new Error("Failed to fetch measures");
+      return res.json();
+    },
+    staleTime: 60_000,
+  });
+
+  const approvedMeasures = useMemo(
+    () => [
+      ...(measureData?.approvedMeasures ?? []),
+      ...(measureData?.instructedMeasures ?? []),
+    ],
+    [measureData],
+  );
+
+  // ── Derived table rows ────────────────────────────────────────────────────
+
+  const tableRows: EditableRow[] = useMemo(() => {
+    const serverRows = (data?.pibiRequests ?? []).map(
+      (row): EditableRow => ({
+        id: row.id,
+        isNew: false,
+        measureName: localEdits[row.id]?.measureName ?? row.measureName,
+        orderedAt:
+          localEdits[row.id]?.orderedAt ?? toDateInputValue(row.orderedAt),
+        completedAt:
+          localEdits[row.id]?.completedAt ??
+          toDateInputValue(row.completedAt),
+        isDirty: !!localEdits[row.id],
+        isSaving: savingIds.has(row.id),
+        error: rowErrors[row.id] ?? null,
+      }),
+    );
+
+    const pendingRows = newRows.map(
+      (row): EditableRow => ({
+        id: row.id,
+        isNew: true,
+        measureName: row.measureName,
+        orderedAt: row.orderedAt,
+        completedAt: row.completedAt,
+        isDirty: true,
+        isSaving: savingIds.has(row.id),
+        error: rowErrors[row.id] ?? null,
+      }),
+    );
+
+    return [...serverRows, ...pendingRows];
+  }, [data, localEdits, newRows, savingIds, rowErrors]);
+
+  // ── Handlers ──────────────────────────────────────────────────────────────
+
+  const updateField = useCallback(
+    (
+      id: string,
+      field: "measureName" | "orderedAt" | "completedAt",
+      value: string,
+    ) => {
+      if (id.startsWith("new-")) {
+        setNewRows((prev) =>
+          prev.map((r) => (r.id === id ? { ...r, [field]: value } : r)),
+        );
+      } else {
+        setLocalEdits((prev) => ({
+          ...prev,
+          [id]: { ...prev[id], [field]: value },
+        }));
+      }
+    },
+    [],
+  );
+
+  const saveRow = useCallback(
+    async (id: string) => {
+      const row = tableRows.find((r) => r.id === id);
+      if (!row) return;
+
+      setSavingIds((prev) => new Set(prev).add(id));
+      setRowErrors((prev) => {
+        const n = { ...prev };
+        delete n[id];
+        return n;
+      });
+
+      try {
+        let res: Response;
+
+        if (row.isNew) {
+          res = await fetch(
+            `/api/portfolio/${portfolioId}/pibi-requests`,
+            {
+              method: "POST",
+              headers: { "Content-Type": "application/json" },
+              body: JSON.stringify({
+                dealId,
+                measureNames: [row.measureName],
+                orderedAt: row.orderedAt
+                  ? new Date(`${row.orderedAt}T00:00:00.000Z`).toISOString()
+                  : undefined,
+              }),
+            },
+          );
+        } else {
+          res = await fetch(
+            `/api/portfolio/${portfolioId}/pibi-requests/${id}`,
+            {
+              method: "PATCH",
+              headers: { "Content-Type": "application/json" },
+              body: JSON.stringify({
+                dealId,
+                measureName: row.measureName,
+                ...(row.orderedAt && {
+                  orderedAt: dateInputToIso(row.orderedAt),
+                }),
+                completedAt: row.completedAt
+                  ? dateInputToIso(row.completedAt)
+                  : null,
+              }),
+            },
+          );
+        }
+
+        if (!res.ok) {
+          const json = await res.json().catch(() => ({}));
+          throw new Error(
+            typeof json.error === "string" ? json.error : "Save failed",
+          );
+        }
+
+        if (row.isNew) {
+          setNewRows((prev) => prev.filter((r) => r.id !== id));
+        } else {
+          setLocalEdits((prev) => {
+            const n = { ...prev };
+            delete n[id];
+            return n;
+          });
+        }
+
+        await queryClient.invalidateQueries({
+          queryKey: ["pibiRequests", portfolioId, dealId],
+        });
+      } catch (err) {
+        setRowErrors((prev) => ({
+          ...prev,
+          [id]: err instanceof Error ? err.message : "Save failed",
+        }));
+      } finally {
+        setSavingIds((prev) => {
+          const n = new Set(prev);
+          n.delete(id);
+          return n;
+        });
+      }
+    },
+    [tableRows, dealId, portfolioId, queryClient],
+  );
+
+  const deleteRow = useCallback(
+    async (id: string) => {
+      const row = tableRows.find((r) => r.id === id);
+      if (!row) return;
+
+      if (row.isNew) {
+        setNewRows((prev) => prev.filter((r) => r.id !== id));
+        return;
+      }
+
+      setSavingIds((prev) => new Set(prev).add(id));
+      setRowErrors((prev) => {
+        const n = { ...prev };
+        delete n[id];
+        return n;
+      });
+
+      try {
+        const res = await fetch(
+          `/api/portfolio/${portfolioId}/pibi-requests/${id}?dealId=${encodeURIComponent(dealId)}`,
+          { method: "DELETE" },
+        );
+        if (!res.ok) throw new Error("Delete failed");
+
+        await queryClient.invalidateQueries({
+          queryKey: ["pibiRequests", portfolioId, dealId],
+        });
+      } catch (err) {
+        setRowErrors((prev) => ({
+          ...prev,
+          [id]: err instanceof Error ? err.message : "Delete failed",
+        }));
+      } finally {
+        setSavingIds((prev) => {
+          const n = new Set(prev);
+          n.delete(id);
+          return n;
+        });
+      }
+    },
+    [tableRows, dealId, portfolioId, queryClient],
+  );
+
+  function addRow() {
+    const today = new Date().toISOString().slice(0, 10);
+    setNewRows((prev) => [
+      ...prev,
+      {
+        id: nextNewId(),
+        measureName: MEASURE_NAMES[0],
+        orderedAt: today,
+        completedAt: "",
+      },
+    ]);
+  }
+
+  async function markAllComplete() {
+    const now = new Date().toISOString();
+    const incomplete = tableRows.filter((r) => !r.isNew && !r.completedAt);
+    await Promise.all(
+      incomplete.map((r) =>
+        fetch(`/api/portfolio/${portfolioId}/pibi-requests/${r.id}`, {
+          method: "PATCH",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ dealId, completedAt: now }),
+        }),
+      ),
+    );
+    await queryClient.invalidateQueries({
+      queryKey: ["pibiRequests", portfolioId, dealId],
+    });
+  }
+
+  // ── Table instance ────────────────────────────────────────────────────────
+
+  const table = useReactTable({
+    data: tableRows,
+    columns: COLUMNS,
+    getCoreRowModel: getCoreRowModel(),
+    meta: {
+      pibi: {
+        canEdit,
+        approvedMeasures,
+        proposedMeasures,
+        updateField,
+        saveRow,
+        deleteRow,
+      },
+    },
+  });
+
+  // ── Render ────────────────────────────────────────────────────────────────
+
+  if (isLoading) {
+    return (
+      <div className="flex items-center justify-center py-6">
+        <span className="text-xs text-gray-400">Loading PIBIs…</span>
+      </div>
+    );
+  }
+
+  const hasIncomplete = tableRows.some((r) => !r.isNew && !r.completedAt);
+
+  return (
+    <TooltipProvider>
+    <div className="space-y-3" data-testid="pibi-section">
+      {/* Header actions */}
+      <div className="flex items-center gap-2">
+        {canEdit && hasIncomplete && (
+          <button
+            onClick={markAllComplete}
+            data-testid="pibi-mark-all-complete"
+            className="text-xs font-medium px-3 py-1.5 rounded-lg bg-emerald-600 text-white hover:bg-emerald-700 transition-colors"
+          >
+            Mark all complete
+          </button>
+        )}
+        {canEdit && (
+          <button
+            onClick={addRow}
+            data-testid="pibi-add-row"
+            className="ml-auto text-xs font-medium px-3 py-1.5 rounded-lg bg-brandblue text-white hover:bg-brandmidblue transition-colors"
+          >
+            + Add row
+          </button>
+        )}
+      </div>
+
+      {/* Empty state */}
+      {tableRows.length === 0 && (
+        <div
+          data-testid="pibi-empty-state"
+          className="flex flex-col items-center justify-center py-8 rounded-xl border border-dashed border-gray-200 bg-gray-50/50 space-y-2"
+        >
+          <p className="text-xs text-gray-400 font-medium">
+            No PIBIs logged yet
+          </p>
+          {canEdit && (
+            <button
+              onClick={addRow}
+              data-testid="pibi-empty-add-row"
+              className="text-xs font-medium px-3 py-1.5 rounded-lg border border-brandblue/20 text-brandblue hover:bg-brandlightblue/20 transition-colors"
+            >
+              Log first PIBI
+            </button>
+          )}
+        </div>
+      )}
+
+      {/* Table */}
+      {tableRows.length > 0 && (
+        <div className="rounded-xl border border-gray-100 overflow-x-auto">
+          <table className="w-full text-xs min-w-[560px]">
+            <thead>
+              {table.getHeaderGroups().map((hg) => (
+                <tr
+                  key={hg.id}
+                  className="border-b border-gray-100 bg-gray-50"
+                >
+                  {hg.headers.map((h) => (
+                    <th
+                      key={h.id}
+                      className="px-2 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider whitespace-nowrap"
+                    >
+                      {flexRender(
+                        h.column.columnDef.header,
+                        h.getContext(),
+                      )}
+                    </th>
+                  ))}
+                </tr>
+              ))}
+            </thead>
+            <tbody className="divide-y divide-gray-50">
+              {table.getRowModel().rows.map((row) => (
+                <tr
+                  key={row.id}
+                  data-testid={`pibi-row-${row.original.id}`}
+                  className={
+                    row.original.completedAt
+                      ? "bg-emerald-50/30"
+                      : "bg-white"
+                  }
+                >
+                  {row.getVisibleCells().map((cell) => (
+                    <td key={cell.id} className="px-2 py-1.5">
+                      {flexRender(
+                        cell.column.columnDef.cell,
+                        cell.getContext(),
+                      )}
+                    </td>
+                  ))}
+                </tr>
+              ))}
+            </tbody>
+          </table>
+        </div>
+      )}
+    </div>
+    </TooltipProvider>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
index f34cf3e..9295690 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1,8 +1,7 @@
 "use client";
 
-import { useState } from "react";
-import { useQuery, useQueryClient } from "@tanstack/react-query";
-import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw } from "lucide-react";
+import { useEffect, useState } from "react";
+import { X, ChevronRight, ChevronDown, AlertTriangle } from "lucide-react";
 import {
   Drawer,
   DrawerClose,
@@ -10,465 +9,39 @@ import {
   DrawerHeader,
   DrawerTitle,
 } from "@/app/shadcn_components/ui/drawer";
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
+import type { ClassifiedDeal, PortfolioCapabilityType } from "./types";
+import { StageBadge } from "./ui";
 import {
-  Dialog,
-  DialogContent,
-  DialogHeader,
-  DialogTitle,
-  DialogFooter,
-} from "@/app/shadcn_components/ui/dialog";
-import {
-  Tooltip,
-  TooltipContent,
-  TooltipProvider,
-  TooltipTrigger,
-} from "@/app/shadcn_components/ui/tooltip";
-import { STAGE_COLORS } from "./types";
-import type { ClassifiedDeal, PortfolioCapabilityType, RemovalRequest } from "./types";
+  type DrawerSection,
+  SECTION_TITLES,
+  InfoRow,
+  SectionHeader,
+  MilestoneTimeline,
+  formatDate,
+} from "./deal-detail/primitives";
+import { MeasureApprovalEditor } from "./deal-detail/MeasureApprovalEditor";
+import { InstructMeasureEditor } from "./deal-detail/pibi/InstructMeasureEditor";
+import { PibiSurveysTabContent } from "./deal-detail/PibiSurveysTabContent";
+import { ActivityLog } from "./ActivityLog";
 
-// -----------------------------------------------------------------------
-// Removal request section
-// -----------------------------------------------------------------------
-const WRITE_ROLES = ["creator", "admin", "write"];
+type DrawerTab = "overview" | "works" | "pibi-surveys";
 
-function RemovalRequestSection({
-  dealId,
-  portfolioId,
-  userRole,
-  userCapability,
-}: {
-  dealId: string;
-  portfolioId: string;
-  userRole: string;
-  userCapability: PortfolioCapabilityType;
-}) {
-  const queryClient = useQueryClient();
-  const [dialogType, setDialogType] = useState<"removal" | "re_addition" | null>(null);
-  const [reason, setReason] = useState("");
-  const [submitting, setSubmitting] = useState(false);
-  const [reviewing, setReviewing] = useState(false);
-  const [error, setError] = useState<string | null>(null);
+const SECTION_TO_TAB: Record<DrawerSection, DrawerTab> = {
+  survey: "overview",
+  measures: "works",
+  technical: "works",
+  pibi: "pibi-surveys",
+  domna: "pibi-surveys",
+};
 
-  const canRequest = WRITE_ROLES.includes(userRole);
-  const isApprover = userCapability.includes("approver");
+const TAB_LABELS: Record<DrawerTab, string> = {
+  overview: "Overview",
+  works: "Works",
+  "pibi-surveys": "PIBIs & Surveys",
+};
 
-  const { data, isLoading } = useQuery<{ requests: RemovalRequest[] }>({
-    queryKey: ["removalRequests", portfolioId, dealId],
-    queryFn: async () => {
-      const res = await fetch(
-        `/api/portfolio/${portfolioId}/removal-requests?dealId=${dealId}`,
-      );
-      if (!res.ok) throw new Error("Failed to fetch removal requests");
-      return res.json();
-    },
-    staleTime: 30_000,
-  });
-
-  const latest = data?.requests?.[0] ?? null;
-
-  // Derive effective state from the most recent request
-  type EffectiveState = "active" | "pending_removal" | "removed" | "pending_re_addition";
-  const effectiveState: EffectiveState = (() => {
-    if (!latest) return "active";
-    if (latest.status === "pending") {
-      return latest.type === "re_addition" ? "pending_re_addition" : "pending_removal";
-    }
-    if (latest.type === "removal" && latest.status === "approved") return "removed";
-    if (latest.type === "re_addition" && latest.status === "declined") return "removed";
-    return "active";
-  })();
-
-  const pendingRequest = latest?.status === "pending" ? latest : null;
-  const latestResolvedRequest = latest?.status !== "pending" ? latest : null;
-
-  function closeDialog() {
-    setDialogType(null);
-    setReason("");
-    setError(null);
-  }
-
-  async function handleSubmit() {
-    if (!reason.trim() || !dialogType) return;
-    setSubmitting(true);
-    setError(null);
-    try {
-      const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ hubspotDealId: dealId, reason: reason.trim(), type: dialogType }),
-      });
-      if (!res.ok) {
-        const json = await res.json().catch(() => ({}));
-        setError(json.error ?? "Failed to submit request");
-        return;
-      }
-      closeDialog();
-      queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] });
-    } finally {
-      setSubmitting(false);
-    }
-  }
-
-  async function handleReview(requestId: string, action: "approved" | "declined") {
-    setReviewing(true);
-    setError(null);
-    try {
-      const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, {
-        method: "PATCH",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ requestId: Number(requestId), action }),
-      });
-      if (!res.ok) {
-        const json = await res.json().catch(() => ({}));
-        setError(json.error ?? "Failed to review request");
-        return;
-      }
-      queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] });
-    } finally {
-      setReviewing(false);
-    }
-  }
-
-  function resolvedLabel(req: RemovalRequest): string {
-    if (req.type === "re_addition") {
-      return req.status === "approved" ? "Re-addition Approved" : "Re-addition Declined";
-    }
-    return req.status === "approved" ? "Removal Approved" : "Removal Declined";
-  }
-
-  if (isLoading) {
-    return <p className="text-xs text-gray-400 py-2">Loading…</p>;
-  }
-
-  return (
-    <div className="space-y-3">
-      {error && (
-        <p className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg">{error}</p>
-      )}
-
-      {/* Pending request — visible to everyone */}
-      {pendingRequest && (
-        <div className="rounded-xl border border-amber-200 bg-amber-50 p-3.5 space-y-2">
-          <div className="flex items-center gap-2">
-            <span className="text-xs font-semibold text-amber-700 bg-amber-100 px-2 py-0.5 rounded-full border border-amber-200">
-              {pendingRequest.type === "re_addition" ? "Pending Re-addition Request" : "Pending Removal Request"}
-            </span>
-          </div>
-          <p className="text-xs text-gray-700 leading-relaxed">{pendingRequest.reason}</p>
-          <p className="text-[11px] text-gray-400">
-            Requested by <span className="font-medium text-gray-600">{pendingRequest.requestedByEmail}</span>
-            {" · "}
-            {formatDateTime(pendingRequest.requestedAt)}
-          </p>
-          {isApprover && (
-            <div className="flex gap-2 pt-1">
-              <button
-                onClick={() => handleReview(pendingRequest.id, "approved")}
-                disabled={reviewing}
-                className="flex-1 text-xs font-medium px-3 py-1.5 rounded-lg bg-emerald-600 text-white hover:bg-emerald-700 disabled:opacity-50 transition-colors"
-              >
-                {pendingRequest.type === "re_addition" ? "Approve Re-addition" : "Approve Removal"}
-              </button>
-              <button
-                onClick={() => handleReview(pendingRequest.id, "declined")}
-                disabled={reviewing}
-                className="flex-1 text-xs font-medium px-3 py-1.5 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-100 disabled:opacity-50 transition-colors"
-              >
-                Decline
-              </button>
-            </div>
-          )}
-        </div>
-      )}
-
-      {/* Most recent resolved request */}
-      {latestResolvedRequest && (
-        <div className={`rounded-xl border p-3.5 space-y-1.5 ${
-          latestResolvedRequest.status === "approved"
-            ? "border-emerald-200 bg-emerald-50"
-            : "border-gray-200 bg-gray-50"
-        }`}>
-          <div className="flex items-center gap-2">
-            <span className={`text-xs font-semibold px-2 py-0.5 rounded-full border ${
-              latestResolvedRequest.status === "approved"
-                ? "text-emerald-700 bg-emerald-100 border-emerald-200"
-                : "text-gray-600 bg-gray-100 border-gray-200"
-            }`}>
-              {resolvedLabel(latestResolvedRequest)}
-            </span>
-          </div>
-          <p className="text-xs text-gray-600 leading-relaxed">{latestResolvedRequest.reason}</p>
-          <p className="text-[11px] text-gray-400">
-            Requested by <span className="font-medium text-gray-600">{latestResolvedRequest.requestedByEmail}</span>
-            {" · "}
-            {formatDateTime(latestResolvedRequest.requestedAt)}
-          </p>
-          {latestResolvedRequest.reviewedByEmail && (
-            <p className="text-[11px] text-gray-400">
-              {latestResolvedRequest.status === "approved" ? "Approved" : "Declined"} by{" "}
-              <span className="font-medium text-gray-600">{latestResolvedRequest.reviewedByEmail}</span>
-              {latestResolvedRequest.reviewedAt && ` · ${formatDateTime(latestResolvedRequest.reviewedAt)}`}
-            </p>
-          )}
-        </div>
-      )}
-
-      {/* Action buttons — shown when no pending request */}
-      {!pendingRequest && (
-        <>
-          {effectiveState === "active" && (
-            <TooltipProvider>
-              <Tooltip>
-                <TooltipTrigger asChild>
-                  <span className="inline-block w-full">
-                    <button
-                      onClick={() => { if (canRequest) setDialogType("removal"); }}
-                      disabled={!canRequest}
-                      className={`w-full flex items-center justify-center gap-2 text-xs font-medium px-3 py-2 rounded-lg border transition-colors ${
-                        canRequest
-                          ? "border-red-200 text-red-600 hover:bg-red-50 bg-white"
-                          : "border-gray-100 text-gray-300 bg-gray-50 cursor-not-allowed"
-                      }`}
-                    >
-                      <Trash2 className="h-3.5 w-3.5" />
-                      Request Removal from Project
-                    </button>
-                  </span>
-                </TooltipTrigger>
-                {!canRequest && (
-                  <TooltipContent side="top" className="text-xs">
-                    Not available with read-only permissions
-                  </TooltipContent>
-                )}
-              </Tooltip>
-            </TooltipProvider>
-          )}
-
-          {effectiveState === "removed" && (
-            <TooltipProvider>
-              <Tooltip>
-                <TooltipTrigger asChild>
-                  <span className="inline-block w-full">
-                    <button
-                      onClick={() => { if (canRequest) setDialogType("re_addition"); }}
-                      disabled={!canRequest}
-                      className={`w-full flex items-center justify-center gap-2 text-xs font-medium px-3 py-2 rounded-lg border transition-colors ${
-                        canRequest
-                          ? "border-blue-200 text-blue-600 hover:bg-blue-50 bg-white"
-                          : "border-gray-100 text-gray-300 bg-gray-50 cursor-not-allowed"
-                      }`}
-                    >
-                      <RotateCcw className="h-3.5 w-3.5" />
-                      Request Re-addition to Project
-                    </button>
-                  </span>
-                </TooltipTrigger>
-                {!canRequest && (
-                  <TooltipContent side="top" className="text-xs">
-                    Not available with read-only permissions
-                  </TooltipContent>
-                )}
-              </Tooltip>
-            </TooltipProvider>
-          )}
-        </>
-      )}
-
-      {/* Shared dialog for removal and re-addition requests */}
-      <Dialog open={dialogType !== null} onOpenChange={(v) => { if (!v) closeDialog(); }}>
-        <DialogContent className="max-w-md">
-          <DialogHeader>
-            <DialogTitle className="text-base font-semibold text-gray-800">
-              {dialogType === "re_addition" ? "Request Re-addition to Project" : "Request Removal from Project"}
-            </DialogTitle>
-          </DialogHeader>
-          <div className="space-y-3 py-2">
-            <p className="text-xs text-gray-500 leading-relaxed">
-              {dialogType === "re_addition"
-                ? "Please provide a reason why this property should be re-added to the project. This will be recorded for audit purposes."
-                : "Please provide a reason why this property should be removed from the project. This will be recorded for audit purposes."}
-            </p>
-            <textarea
-              className="w-full rounded-lg border border-gray-200 px-3 py-2 text-sm text-gray-800 placeholder-gray-400 focus:outline-none focus:ring-2 focus:ring-blue-200 focus:border-blue-300 resize-none"
-              placeholder={dialogType === "re_addition" ? "Reason for re-addition…" : "Reason for removal…"}
-              rows={4}
-              value={reason}
-              onChange={(e) => setReason(e.target.value)}
-            />
-            {error && <p className="text-xs text-red-600">{error}</p>}
-          </div>
-          <DialogFooter className="gap-2">
-            <button
-              onClick={closeDialog}
-              className="text-xs font-medium px-4 py-2 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 transition-colors"
-            >
-              Cancel
-            </button>
-            <button
-              onClick={handleSubmit}
-              disabled={!reason.trim() || submitting}
-              className={`text-xs font-medium px-4 py-2 rounded-lg text-white disabled:opacity-50 transition-colors ${
-                dialogType === "re_addition"
-                  ? "bg-blue-600 hover:bg-blue-700"
-                  : "bg-red-600 hover:bg-red-700"
-              }`}
-            >
-              {submitting ? "Submitting…" : "Submit Request"}
-            </button>
-          </DialogFooter>
-        </DialogContent>
-      </Dialog>
-    </div>
-  );
-}
-
-// -----------------------------------------------------------------------
-// Approval log placeholder (expand into a real implementation as needed)
-// -----------------------------------------------------------------------
-function ApprovalLogSection({ dealId, portfolioId }: { dealId: string; portfolioId: string }) {
-  void dealId; void portfolioId;
-  return <p className="text-xs text-gray-400">No approvals recorded.</p>;
-}
-
-function formatDateTime(d: string | Date | null | undefined): string {
-  if (!d) return "";
-  try {
-    return new Date(d).toLocaleString("en-GB", {
-      day: "numeric",
-      month: "short",
-      year: "numeric",
-      hour: "2-digit",
-      minute: "2-digit",
-    });
-  } catch { return ""; }
-}
-
-// -----------------------------------------------------------------------
-// Milestone definitions — ordered pipeline steps with their date fields
-// -----------------------------------------------------------------------
-const MILESTONES: { label: string; field: keyof ClassifiedDeal; sublabel?: string }[] = [
-  { label: "Booking Confirmed",    field: "confirmedSurveyDate" },
-  { label: "Assessment Completed", field: "surveyedDate" },
-  { label: "Coordination (V1)",    field: "ioeV1Date",            sublabel: "IOE/MTP V1" },
-  { label: "Coordination (V2)",    field: "ioeV2Date",            sublabel: "IOE/MTP V2" },
-  { label: "Design Completed",     field: "designDate" },
-  { label: "Measures Lodged",      field: "measuresLodgementDate" },
-  { label: "Stage 1 Lodgement",    field: "fullLodgementDate" },
-];
-
-function formatDate(d: Date | string | null | undefined): string | null {
-  if (!d) return null;
-  try {
-    return new Date(d).toLocaleDateString("en-GB", {
-      day: "numeric",
-      month: "short",
-      year: "numeric",
-    });
-  } catch {
-    return null;
-  }
-}
-
-// -----------------------------------------------------------------------
-// Mini info row
-// -----------------------------------------------------------------------
-function InfoRow({ label, value }: { label: string; value: React.ReactNode }) {
-  if (!value) return null;
-  return (
-    <div className="flex items-start gap-3 py-2 border-b border-gray-50 last:border-0">
-      <span className="text-xs text-gray-400 font-medium w-32 shrink-0 pt-0.5">{label}</span>
-      <span className="text-xs text-gray-700 flex-1 leading-relaxed">{value}</span>
-    </div>
-  );
-}
-
-// -----------------------------------------------------------------------
-// Stage badge
-// -----------------------------------------------------------------------
-function StageBadge({ stage }: { stage: ClassifiedDeal["displayStage"] }) {
-  const c = STAGE_COLORS[stage] ?? STAGE_COLORS["Unknown Stage"];
-  return (
-    <span className={`inline-flex items-center gap-1.5 px-2.5 py-1 rounded-full text-xs font-semibold border ${c.bg} ${c.text} ${c.border}`}>
-      <span className={`w-1.5 h-1.5 rounded-full ${c.dot}`} />
-      {stage}
-    </span>
-  );
-}
-
-// -----------------------------------------------------------------------
-// Vertical milestone timeline
-// -----------------------------------------------------------------------
-function MilestoneTimeline({ deal }: { deal: ClassifiedDeal }) {
-  const milestones = MILESTONES.map((m) => ({
-    ...m,
-    date: formatDate(deal[m.field] as Date | string | null),
-  }));
-
-  // Find last completed index
-  const lastCompletedIdx = milestones.reduce((acc, m, i) => (m.date ? i : acc), -1);
-
-  return (
-    <div className="relative">
-      {milestones.map((m, i) => {
-        const completed = !!m.date;
-        const isLast = i === milestones.length - 1;
-
-        return (
-          <div key={m.field} className="flex items-stretch gap-3">
-            {/* Left: dot + connecting line */}
-            <div className="flex flex-col items-center w-5 shrink-0">
-              <div className={`relative z-10 flex items-center justify-center w-5 h-5 rounded-full border-2 mt-0.5 transition-all duration-300 ${
-                completed
-                  ? "bg-brandmidblue border-brandmidblue"
-                  : i <= lastCompletedIdx + 1
-                    ? "bg-white border-brandblue/30"
-                    : "bg-white border-gray-200"
-              }`}>
-                {completed ? (
-                  <CheckCircle2 className="h-3 w-3 text-white" />
-                ) : (
-                  <Circle className={`h-2 w-2 ${i <= lastCompletedIdx + 1 ? "text-brandblue/40" : "text-gray-300"}`} />
-                )}
-              </div>
-              {!isLast && (
-                <div className={`w-0.5 flex-1 my-0.5 ${
-                  completed && milestones[i + 1]?.date ? "bg-brandmidblue/40" : "bg-gray-100"
-                }`} />
-              )}
-            </div>
-
-            {/* Right: label + date */}
-            <div className={`pb-4 flex-1 min-w-0 ${isLast ? "pb-0" : ""}`}>
-              <div className="flex items-start justify-between gap-2">
-                <div>
-                  <p className={`text-xs font-semibold leading-tight ${
-                    completed ? "text-gray-800" : "text-gray-400"
-                  }`}>
-                    {m.label}
-                  </p>
-                  {m.sublabel && (
-                    <p className="text-[10px] text-gray-400 mt-0.5">{m.sublabel}</p>
-                  )}
-                </div>
-                {m.date ? (
-                  <span className="text-[11px] font-medium text-brandmidblue bg-brandlightblue/60 px-2 py-0.5 rounded-full shrink-0 whitespace-nowrap">
-                    {m.date}
-                  </span>
-                ) : (
-                  <span className="text-[11px] text-gray-300 shrink-0">Pending</span>
-                )}
-              </div>
-            </div>
-          </div>
-        );
-      })}
-    </div>
-  );
-}
-
-// -----------------------------------------------------------------------
-// PropertyDetailDrawer — main component
-// -----------------------------------------------------------------------
 interface PropertyDetailDrawerProps {
   deal: ClassifiedDeal | null;
   onClose: () => void;
@@ -476,6 +49,7 @@ interface PropertyDetailDrawerProps {
   userRole: string;
   userCapability: PortfolioCapabilityType;
   userEmail: string;
+  focusSection?: DrawerSection;
 }
 
 export default function PropertyDetailDrawer({
@@ -484,20 +58,38 @@ export default function PropertyDetailDrawer({
   onClose,
   userRole,
   userCapability,
+  focusSection,
 }: PropertyDetailDrawerProps) {
   const open = !!deal;
+
+  const [activeTab, setActiveTab] = useState<DrawerTab>(
+    focusSection ? SECTION_TO_TAB[focusSection] : "overview",
+  );
   const [isLogOpen, setIsLogOpen] = useState(false);
 
+  useEffect(() => {
+    setActiveTab(focusSection ? SECTION_TO_TAB[focusSection] : "overview");
+  }, [focusSection, deal?.dealId]);
+
+  const technicalApprovedMeasures = parseMeasures(
+    deal?.technicalApprovedMeasuresForInstall ?? null,
+  );
+
+  const TABS: DrawerTab[] = ["overview", "works", "pibi-surveys"];
+
   return (
     <Drawer open={open} onOpenChange={(v) => !v && onClose()} direction="right">
-      <DrawerContent className="fixed right-0 top-0 bottom-0 h-full w-[42vw] min-w-80 max-w-lg rounded-l-2xl rounded-r-none mt-0 flex flex-col border-l border-t-0 border-b-0 border-r-0 border-brandblue/10 bg-white shadow-2xl overflow-hidden">
+      <DrawerContent
+        data-testid="property-detail-drawer"
+        className="fixed right-0 top-0 bottom-0 h-full w-[60vw] max-w-5xl rounded-l-2xl rounded-r-none mt-0 flex flex-col border-l border-t-0 border-b-0 border-r-0 border-brandblue/10 bg-white shadow-2xl overflow-hidden"
+      >
         <div className="hidden" />
 
         {deal && (
           <>
-            {/* Header */}
-            <DrawerHeader className="shrink-0 px-6 pt-6 pb-4 border-b border-gray-100">
-              <div className="flex items-start justify-between gap-3">
+            {/* ── Header ──────────────────────────────────────────────── */}
+            <DrawerHeader className="shrink-0 px-6 pt-6 pb-0 border-b border-gray-100">
+              <div className="flex items-start justify-between gap-3 pb-4">
                 <div className="min-w-0 flex-1">
                   <DrawerTitle className="text-base font-semibold text-brandblue leading-snug line-clamp-2 mb-2">
                     {deal.dealname ?? "Property Details"}
@@ -526,114 +118,191 @@ export default function PropertyDetailDrawer({
                 </DrawerClose>
               </div>
 
+              <div className="flex gap-0 -mb-px">
+                {TABS.map((tab) => (
+                  <button
+                    key={tab}
+                    data-testid={`drawer-tab-${tab}`}
+                    aria-selected={activeTab === tab}
+                    onClick={() => setActiveTab(tab)}
+                    className={`px-4 py-2.5 text-xs font-semibold border-b-2 transition-colors whitespace-nowrap ${
+                      activeTab === tab
+                        ? "border-brandblue text-brandblue"
+                        : "border-transparent text-gray-400 hover:text-gray-600 hover:border-gray-200"
+                    }`}
+                  >
+                    {TAB_LABELS[tab]}
+                  </button>
+                ))}
+              </div>
             </DrawerHeader>
 
-            {/* Scrollable body */}
-            <div className="flex-1 overflow-y-auto px-6 py-5 space-y-6">
+            {/* ── Tab panels ──────────────────────────────────────────── */}
+            <div className="flex-1 overflow-y-auto">
 
-              {/* Damp & mould alert */}
-              {(deal.dampMouldFlag || deal.majorConditionIssuePhotosS3) && (
-                <div className="flex items-start gap-2.5 p-3.5 rounded-xl bg-red-50 border border-red-200">
-                  <AlertTriangle className="h-4 w-4 text-red-500 mt-0.5 shrink-0" />
-                  <div>
-                    <p className="text-xs font-semibold text-red-700">Damp & Mould Flag</p>
-                    {deal.dampMouldFlag && (
-                      <p className="text-xs text-red-600 mt-0.5">{deal.dampMouldFlag}</p>
-                    )}
-                    {deal.majorConditionIssueDescription && (
-                      <p className="text-xs text-red-600 mt-0.5 italic">{deal.majorConditionIssueDescription}</p>
+              {/* ── Overview ── */}
+              <div
+                data-testid="drawer-tab-panel-overview"
+                className={`px-6 py-5 space-y-6 ${activeTab === "overview" ? "block" : "hidden"}`}
+              >
+                {(deal.dampMouldFlag || deal.majorConditionIssuePhotosS3) && (
+                  <div className="flex items-start gap-2.5 p-3.5 rounded-xl bg-red-50 border border-red-200">
+                    <AlertTriangle className="h-4 w-4 text-red-500 mt-0.5 shrink-0" />
+                    <div>
+                      <p className="text-xs font-semibold text-red-700">Damp & Mould Flag</p>
+                      {deal.dampMouldFlag && (
+                        <p className="text-xs text-red-600 mt-0.5">{deal.dampMouldFlag}</p>
+                      )}
+                      {deal.majorConditionIssueDescription && (
+                        <p className="text-xs text-red-600 mt-0.5 italic">{deal.majorConditionIssueDescription}</p>
+                      )}
+                    </div>
+                  </div>
+                )}
+
+                <div>
+                  <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">Property Details</h3>
+                  <div className="divide-y divide-gray-50">
+                    <InfoRow label="Coordinator" value={deal.coordinator} />
+                    <InfoRow label="Designer" value={deal.designer} />
+                    <InfoRow label="Installer" value={deal.installer} />
+                    <InfoRow
+                      label="Pre-SAP Score"
+                      value={
+                        deal.preSapScore
+                          ? (() => {
+                              const num = parseInt(deal.preSapScore.replace(/^[A-Za-z]+/, ""), 10);
+                              return (
+                                <span className={`font-semibold px-1.5 py-0.5 rounded text-xs ${
+                                  num < 30
+                                    ? "text-red-600 bg-red-50"
+                                    : num < 50
+                                      ? "text-amber-700 bg-amber-50"
+                                      : "text-emerald-700 bg-emerald-50"
+                                }`}>{deal.preSapScore}</span>
+                              );
+                            })()
+                          : null
+                      }
+                    />
+                    <InfoRow label="Outcome" value={deal.outcome} />
+                    {deal.outcomeNotes && (
+                      <InfoRow label="Outcome Notes" value={deal.outcomeNotes} />
                     )}
+                    <InfoRow label="Coordination" value={deal.coordinationStatus} />
+                    <InfoRow label="Design Status" value={deal.designStatus} />
+                    <InfoRow label="Design Type" value={deal.designType} />
                   </div>
                 </div>
-              )}
 
-              {/* Key details */}
-              <div>
-                <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">Property Details</h3>
-                <div className="divide-y divide-gray-50">
-                  <InfoRow label="Coordinator" value={deal.coordinator} />
-                  <InfoRow label="Designer" value={deal.designer} />
-                  <InfoRow label="Installer" value={deal.installer} />
-                  <InfoRow
-                    label="Pre-SAP Score"
-                    value={
-                      deal.preSapScore
-                        ? <span className={`font-semibold px-1.5 py-0.5 rounded text-xs ${
-                            Number(deal.preSapScore) < 30
-                              ? "text-red-600 bg-red-50"
-                              : Number(deal.preSapScore) < 50
-                                ? "text-amber-700 bg-amber-50"
-                                : "text-emerald-700 bg-emerald-50"
-                          }`}>{deal.preSapScore}</span>
-                        : null
-                    }
-                  />
-                  <InfoRow label="Outcome" value={deal.outcome} />
-                  {deal.outcomeNotes && (
-                    <InfoRow label="Outcome Notes" value={deal.outcomeNotes} />
-                  )}
-                  <InfoRow label="Coordination" value={deal.coordinationStatus} />
-                  <InfoRow label="Design Status" value={deal.designStatus} />
-                  <InfoRow label="Design Type" value={deal.designType} />
+                <div>
+                  <SectionHeader id="survey" label={SECTION_TITLES.survey} />
+                  <div className="divide-y divide-gray-50">
+                    <InfoRow label="Survey Type" value={deal.surveyType} />
+                    <InfoRow label="Surveyed Date" value={formatDate(deal.surveyedDate)} />
+                    <InfoRow label="Confirmed Survey Date" value={formatDate(deal.confirmedSurveyDate)} />
+                    <InfoRow label="Confirmed Survey Time" value={deal.confirmedSurveyTime} />
+                  </div>
+                </div>
+
+                <div>
+                  <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-4">Project Timeline</h3>
+                  <MilestoneTimeline deal={deal} />
                 </div>
               </div>
 
-              {/* Measures */}
-              {(deal.proposedMeasures || deal.approvedPackage || deal.actualMeasuresInstalled) && (
+              {/* ── Works ── */}
+              <div
+                data-testid="drawer-tab-panel-works"
+                className={`px-6 py-5 space-y-6 ${activeTab === "works" ? "block" : "hidden"}`}
+              >
                 <div>
-                  <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">Measures</h3>
-                  <div className="divide-y divide-gray-50">
-                    <InfoRow label="Proposed" value={deal.proposedMeasures} />
-                    <InfoRow label="Approved Package" value={deal.approvedPackage} />
+                  <SectionHeader id="measures" label={SECTION_TITLES.measures} />
+                  <div className="space-y-3">
+                    <MeasureApprovalEditor
+                      dealId={deal.dealId}
+                      dealName={deal.dealname}
+                      portfolioId={portfolioId}
+                      proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+                      isApprover={userCapability.includes("approver")}
+                    />
+                  </div>
+                  <div className="divide-y divide-gray-50 mt-3">
                     <InfoRow label="Installed" value={deal.actualMeasuresInstalled} />
                     <InfoRow label="Lodgement Status" value={deal.lodgementStatus} />
                   </div>
+                  <div className="mt-3">
+                    <InstructMeasureEditor
+                      dealId={deal.dealId}
+                      portfolioId={portfolioId}
+                      proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+                      canEdit={userCapability.includes("approver")}
+                      outOfOrderWarning={outOfOrderInstructionWarning(deal)}
+                    />
+                  </div>
                 </div>
-              )}
 
-              {/* Timeline */}
-              <div>
-                <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-4">Project Timeline</h3>
-                <MilestoneTimeline deal={deal} />
+                <div>
+                  <SectionHeader id="technical" label={SECTION_TITLES.technical} />
+                  <div className="divide-y divide-gray-50">
+                    <InfoRow
+                      label="Technical Approved Measures"
+                      value={
+                        technicalApprovedMeasures.length > 0 ? (
+                          <span className="flex flex-wrap gap-1.5">
+                            {technicalApprovedMeasures.map((m) => (
+                              <span
+                                key={m}
+                                className="px-2 py-0.5 rounded-full text-[11px] bg-emerald-50 border border-emerald-200 text-emerald-700"
+                              >
+                                {m}
+                              </span>
+                            ))}
+                          </span>
+                        ) : null
+                      }
+                    />
+                  </div>
+                </div>
+
+                <div className="border-t border-gray-100 pt-4">
+                  <button
+                    onClick={() => setIsLogOpen((v) => !v)}
+                    className="flex items-center gap-2 w-full text-left group"
+                  >
+                    {isLogOpen ? (
+                      <ChevronDown className="h-3.5 w-3.5 text-gray-400 group-hover:text-brandblue transition-colors shrink-0" />
+                    ) : (
+                      <ChevronRight className="h-3.5 w-3.5 text-gray-400 group-hover:text-brandblue transition-colors shrink-0" />
+                    )}
+                    <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 group-hover:text-brandblue transition-colors">
+                      Approval Log
+                    </h3>
+                  </button>
+                  {isLogOpen && (
+                    <div className="mt-3">
+                      <ActivityLog dealId={deal.dealId} portfolioId={portfolioId} />
+                    </div>
+                  )}
+                </div>
               </div>
 
-              {/* Removal request */}
-              <div className="border-t border-gray-100 pt-4">
-                <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
-                  Project Removal
-                </h3>
-                <RemovalRequestSection
-                  dealId={deal.dealId}
+              {/* ── PIBIs & Surveys ── */}
+              <div
+                data-testid="drawer-tab-panel-pibi-surveys"
+                className={`px-6 py-5 space-y-6 ${activeTab === "pibi-surveys" ? "block" : "hidden"}`}
+              >
+                <PibiSurveysTabContent
+                  deal={deal}
                   portfolioId={portfolioId}
                   userRole={userRole}
                   userCapability={userCapability}
                 />
               </div>
 
-              {/* Approval log — collapsible */}
-              <div className="border-t border-gray-100 pt-4">
-                <button
-                  onClick={() => setIsLogOpen((v) => !v)}
-                  className="flex items-center gap-2 w-full text-left group"
-                >
-                  {isLogOpen ? (
-                    <ChevronDown className="h-3.5 w-3.5 text-gray-400 group-hover:text-brandblue transition-colors shrink-0" />
-                  ) : (
-                    <ChevronRight className="h-3.5 w-3.5 text-gray-400 group-hover:text-brandblue transition-colors shrink-0" />
-                  )}
-                  <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 group-hover:text-brandblue transition-colors">
-                    Approval Log
-                  </h3>
-                </button>
-                {isLogOpen && (
-                  <div className="mt-3">
-                    <ApprovalLogSection dealId={deal.dealId} portfolioId={portfolioId} />
-                  </div>
-                )}
-              </div>
             </div>
 
-            {/* Footer */}
+            {/* ── Footer ──────────────────────────────────────────────── */}
             <div className="shrink-0 px-6 py-4 border-t border-gray-100 bg-gray-50/50">
               {deal.uprn && (
                 <p className="text-xs text-gray-400 font-mono">UPRN: {deal.uprn}</p>
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
new file mode 100644
index 0000000..102c2fb
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
@@ -0,0 +1,428 @@
+"use client";
+
+import { useState } from "react";
+import { useMutation } from "@tanstack/react-query";
+import { motion, AnimatePresence } from "framer-motion";
+import {
+  ChevronRight,
+  FileDown,
+  FileText,
+  FileX,
+  Loader2,
+  FolderOpen,
+  ExternalLink,
+  HardHat,
+  Upload,
+} from "lucide-react";
+import type { PropertyDocument, DocStatus } from "./types";
+import { EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES } from "./types";
+import { splitDocumentsByType, getMissingRetrofitTypes, getUnassignedInstallDocs } from "./propertyDocuments";
+import ContractorUploadModal from "./ContractorUploadModal";
+import type { ClassifiedDeal, PortfolioCapabilityType } from "./types";
+
+export const DOC_TYPE_LABELS: Record<string, string> = {
+  photo_pack: "Photo Pack",
+  site_note: "Site Note",
+  rd_sap_site_note: "RdSAP Site Note",
+  pas_2023_ventilation: "PAS 2023 Ventilation",
+  pas_2023_condition: "PAS 2023 Condition Report",
+  pas_significance: "PAS Significance",
+  par_photo_pack: "PAR Photo Pack",
+  pas_2023_property: "PAS 2023 Property Report",
+  pas_2023_occupancy: "PAS 2023 Occupancy Report",
+  ecmk_site_note: "ECMK Site Note",
+  ecmk_rd_sap_site_note: "ECMK RdSAP Site Note",
+  ecmk_survey_xml: "ECMK Survey XML",
+  pre_photo: "Pre-Install Photos",
+  mid_photo: "Mid-Install Photos",
+  post_photo: "Post-Install Photos",
+  loft_hatch_photo: "Loft Hatch & Draft Excluder Photos",
+  dmev_photos: "DMEV Photos (Wetrooms)",
+  door_undercut_photos: "Door Undercut Photos",
+  trickle_vent_photos: "Trickle Vent Photos",
+  pre_installation_building_inspection: "PIBI / Tech Survey",
+  point_of_work_risk_assessment: "Point of Work Risk Assessment",
+  claim_of_compliance: "DOCC 2030 (Claim of Compliance)",
+  mcs_compliance_certificate: "MCS Compliance Certificate",
+  certificate_of_conformity: "Certificate of Conformity",
+  minor_works_electrical_certificate: "Minor Works Electrical Certificate",
+  trustmark_licence_numbers: "TrustMark Licence Numbers",
+  operative_competency: "Operative Competency",
+  ventilation_assessment_checklist: "Ventilation Assessment Checklist",
+  anemometer_readings: "Anemometer Readings",
+  commissioning_records: "Commissioning Records",
+  part_f_ventilation_document: "Approved Document Part F",
+  handover_pack: "Handover Pack",
+  insurance_guarantee: "Insurance Backed Guarantee (IBG)",
+  workmanship_warranty: "Workmanship Warranty",
+  g98_notification: "G98 / G99 Notification",
+  installer_qualifications: "Installer Qualifications",
+  installer_feedback: "Installer Feedback",
+  contractor_other: "Other",
+};
+
+function formatDocDate(iso: string): string {
+  try {
+    return new Date(iso).toLocaleDateString("en-GB", {
+      day: "numeric",
+      month: "short",
+      year: "numeric",
+    });
+  } catch {
+    return iso;
+  }
+}
+
+export function DownloadDocButton({ doc }: { doc: PropertyDocument }) {
+  const { mutate: download, isPending: signing } = useMutation({
+    mutationFn: async () => {
+      const res = await fetch("/api/sign-document-url", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ key: doc.s3FileKey, bucket: doc.s3FileBucket }),
+      });
+      if (!res.ok) throw new Error("Failed to get signed URL");
+      const data = await res.json();
+      return data.url as string;
+    },
+    onSuccess: (url) => {
+      window.open(url, "_blank");
+    },
+  });
+
+  return (
+    <button
+      onClick={() => download()}
+      disabled={signing}
+      className="shrink-0 inline-flex items-center gap-1.5 px-3 py-1.5 rounded-lg bg-brandblue text-white text-xs font-medium hover:bg-brandblue/90 transition-colors disabled:opacity-60 disabled:cursor-not-allowed"
+    >
+      {signing ? (
+        <Loader2 className="h-3.5 w-3.5 animate-spin" />
+      ) : (
+        <FileDown className="h-3.5 w-3.5" />
+      )}
+      {signing ? "Preparing…" : "Download"}
+    </button>
+  );
+}
+
+export function DocumentRow({ doc, showMeasure }: { doc: PropertyDocument; showMeasure?: boolean }) {
+  const label = DOC_TYPE_LABELS[doc.docType] ?? doc.docType;
+
+  return (
+    <motion.div
+      layout
+      initial={{ opacity: 0, y: 4 }}
+      animate={{ opacity: 1, y: 0 }}
+      className="flex items-center justify-between gap-4 px-4 py-3 rounded-lg border border-gray-100 bg-white hover:border-brandblue/20 hover:shadow-sm transition-all duration-150"
+    >
+      <div className="flex items-center gap-3 min-w-0">
+        <div className="shrink-0 w-8 h-8 rounded-lg bg-sky-50 border border-sky-200 flex items-center justify-center">
+          <FileText className="h-4 w-4 text-sky-600" />
+        </div>
+        <div className="min-w-0">
+          <p className="text-sm font-medium text-gray-800 truncate">{label}</p>
+          <p className="text-xs text-gray-400 mt-0.5">
+            {showMeasure && doc.measureName ? (
+              <>
+                <span className="text-brandblue/70 font-medium">{doc.measureName}</span>{" "}
+                · {formatDocDate(doc.s3UploadTimestamp)}
+              </>
+            ) : (
+              formatDocDate(doc.s3UploadTimestamp)
+            )}
+          </p>
+        </div>
+      </div>
+      <DownloadDocButton doc={doc} />
+    </motion.div>
+  );
+}
+
+interface PropertyDocumentsContentProps {
+  documents: PropertyDocument[];
+  isFetching: boolean;
+  isError: boolean;
+  docStatus: DocStatus;
+  // Upload (contractor-only, all required to show button)
+  deal?: ClassifiedDeal;
+  portfolioId?: string;
+  userCapability?: PortfolioCapabilityType;
+  approvedMeasures?: string[];
+}
+
+export default function PropertyDocumentsContent({
+  documents,
+  isFetching,
+  isError,
+  docStatus,
+  deal,
+  portfolioId,
+  userCapability,
+  approvedMeasures,
+}: PropertyDocumentsContentProps) {
+  const [uploadOpen, setUploadOpen] = useState(false);
+  const [openMeasures, setOpenMeasures] = useState<Set<string>>(new Set());
+  const [otherOpen, setOtherOpen] = useState(false);
+
+  const toggleMeasure = (measureName: string) =>
+    setOpenMeasures((prev) => {
+      const next = new Set(prev);
+      next.has(measureName) ? next.delete(measureName) : next.add(measureName);
+      return next;
+    });
+
+  const { retrofitDocs, installDocs } = splitDocumentsByType(documents);
+  const missingRetrofitTypes = getMissingRetrofitTypes(retrofitDocs);
+  const hasDocuments = documents.length > 0;
+
+  const isContractor = userCapability?.includes("contractor") ?? false;
+  const canUpload = isContractor && !!deal && !!portfolioId;
+
+  const docStatusMap = deal
+    ? { [deal.dealId]: docStatus }
+    : undefined;
+
+  return (
+    <div className="space-y-4">
+      {/* Upload button */}
+      {canUpload && (
+        <div className="flex justify-end">
+          <button
+            onClick={() => setUploadOpen(true)}
+            className="inline-flex items-center gap-2 px-4 py-2 rounded-lg bg-brandblue text-white text-sm font-semibold hover:bg-brandmidblue transition-colors"
+          >
+            <Upload className="h-4 w-4" />
+            Upload Docs
+          </button>
+        </div>
+      )}
+
+      {/* Loading */}
+      {isFetching && (
+        <div className="space-y-3 pt-2">
+          {[1, 2, 3].map((i) => (
+            <div key={i} className="h-14 rounded-lg bg-gray-100 animate-pulse" />
+          ))}
+        </div>
+      )}
+
+      {/* Error */}
+      {isError && !isFetching && (
+        <div className="flex flex-col items-center justify-center py-12 text-center">
+          <div className="w-10 h-10 rounded-full bg-red-50 flex items-center justify-center mb-3">
+            <ExternalLink className="h-5 w-5 text-red-400" />
+          </div>
+          <p className="text-sm font-medium text-gray-700">Could not load documents</p>
+          <p className="text-xs text-gray-500 mt-1">Please try again later.</p>
+        </div>
+      )}
+
+      {/* Empty */}
+      {!isFetching && !isError && !hasDocuments && (
+        <div className="space-y-4 pt-1">
+          <div className="flex flex-col items-center py-6 text-center">
+            <div className="w-12 h-12 rounded-full bg-amber-50 border border-amber-200 flex items-center justify-center mb-3">
+              <FolderOpen className="h-6 w-6 text-amber-400" />
+            </div>
+            <p className="text-sm font-medium text-gray-700">No documents available</p>
+            <p className="text-xs text-gray-400 mt-1">
+              All {EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.length} retrofit assessment documents are outstanding.
+            </p>
+          </div>
+          <div className="space-y-1.5">
+            <h3 className="text-xs font-semibold uppercase tracking-wide text-amber-500 px-0.5">
+              Missing Documents ({missingRetrofitTypes.length})
+            </h3>
+            {missingRetrofitTypes.map((t) => (
+              <div
+                key={t}
+                className="flex items-center gap-2.5 p-3 rounded-lg border border-dashed border-amber-200 bg-amber-50/40"
+              >
+                <FileX className="h-3.5 w-3.5 text-amber-300 shrink-0" />
+                <span className="text-xs text-amber-600 font-medium">
+                  {DOC_TYPE_LABELS[t] ?? t}
+                </span>
+              </div>
+            ))}
+          </div>
+        </div>
+      )}
+
+      {/* Documents */}
+      <AnimatePresence>
+        {!isFetching && !isError && hasDocuments && (
+          <>
+            {/* Retrofit Assessment */}
+            <motion.div key="retrofit" initial={{ opacity: 0 }} animate={{ opacity: 1 }} className="space-y-2">
+              <h3 className="text-xs font-semibold uppercase tracking-wide text-gray-400 px-0.5">
+                Retrofit Assessment Documents
+              </h3>
+              {retrofitDocs.length > 0 ? (
+                <div className="space-y-1.5">
+                  {retrofitDocs.map((doc) => (
+                    <DocumentRow key={doc.id} doc={doc} />
+                  ))}
+                </div>
+              ) : (
+                <p className="text-xs text-gray-400 px-0.5">None uploaded yet.</p>
+              )}
+              {missingRetrofitTypes.length > 0 && (
+                <div className="space-y-1.5 pt-1">
+                  <h4 className="text-xs font-semibold uppercase tracking-wide text-amber-500 px-0.5">
+                    Missing ({missingRetrofitTypes.length})
+                  </h4>
+                  {missingRetrofitTypes.map((t) => (
+                    <div
+                      key={t}
+                      className="flex items-center gap-2.5 p-3 rounded-lg border border-dashed border-amber-200 bg-amber-50/40"
+                    >
+                      <FileX className="h-3.5 w-3.5 text-amber-300 shrink-0" />
+                      <span className="text-xs text-amber-600 font-medium">
+                        {DOC_TYPE_LABELS[t] ?? t}
+                      </span>
+                    </div>
+                  ))}
+                </div>
+              )}
+            </motion.div>
+
+            {/* Install Documents */}
+            <motion.div key="install" initial={{ opacity: 0 }} animate={{ opacity: 1 }} className="space-y-3">
+              <h3 className="text-xs font-semibold uppercase tracking-wide text-gray-400 px-0.5 flex items-center gap-1.5">
+                <HardHat className="h-3.5 w-3.5" />
+                Install Documents
+              </h3>
+
+              {docStatus.measureProgress.length > 0 ? (
+                <div className="space-y-4">
+                  {docStatus.measureProgress.map((mp) => {
+                    const measureDocs = installDocs.filter((d) => d.measureName === mp.measureName);
+                    const uploadedTypeSet = new Set(measureDocs.map((d) => d.docType));
+                    const missingTypes = mp.required.filter((t) => !uploadedTypeSet.has(t));
+
+                    const isOpen = openMeasures.has(mp.measureName);
+                    return (
+                      <div key={mp.measureName} className="rounded-xl border border-gray-100 bg-gray-50/40 overflow-hidden">
+                        <button
+                          onClick={() => toggleMeasure(mp.measureName)}
+                          className="w-full flex items-center justify-between px-3 py-2.5 bg-white hover:bg-gray-50 transition-colors text-left"
+                        >
+                          <span className="flex items-center gap-2">
+                            <ChevronRight className={`h-3.5 w-3.5 text-gray-400 transition-transform duration-150 ${isOpen ? "rotate-90" : ""}`} />
+                            <span className="text-xs font-semibold text-gray-800">{mp.measureName}</span>
+                          </span>
+                          <span className={`inline-flex items-center gap-1 px-2 py-0.5 rounded-full text-[10px] font-medium border ${
+                            mp.isComplete
+                              ? "bg-emerald-50 text-emerald-700 border-emerald-200"
+                              : mp.uploadedCount > 0
+                                ? "bg-amber-50 text-amber-700 border-amber-200"
+                                : "bg-gray-100 text-gray-500 border-gray-200"
+                          }`}>
+                            {mp.uploadedCount} / {mp.requiredCount} docs
+                          </span>
+                        </button>
+                        {isOpen && <div className="px-3 py-2.5 space-y-1.5 border-t border-gray-100">
+                          {mp.uploaded.map((docType) => {
+                            const doc = measureDocs.find((d) => d.docType === docType);
+                            if (!doc) return null;
+                            return (
+                              <div key={docType} className="flex items-center justify-between gap-3 px-3 py-2 rounded-lg border border-emerald-100 bg-emerald-50/50">
+                                <div className="flex items-center gap-2 min-w-0">
+                                  <div className="shrink-0 w-5 h-5 rounded-full bg-emerald-100 border border-emerald-200 flex items-center justify-center">
+                                    <svg className="h-3 w-3 text-emerald-600" viewBox="0 0 12 12" fill="none">
+                                      <path d="M2 6l3 3 5-5" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round"/>
+                                    </svg>
+                                  </div>
+                                  <div className="min-w-0">
+                                    <p className="text-xs font-medium text-gray-800 truncate">{DOC_TYPE_LABELS[docType] ?? docType}</p>
+                                    <p className="text-[10px] text-gray-400">{formatDocDate(doc.s3UploadTimestamp)}</p>
+                                  </div>
+                                </div>
+                                <DownloadDocButton doc={doc} />
+                              </div>
+                            );
+                          })}
+                          {missingTypes.map((docType) => (
+                            <div key={docType} className="flex items-center gap-2.5 px-3 py-2 rounded-lg border border-dashed border-amber-200 bg-amber-50/30">
+                              <div className="shrink-0 w-5 h-5 rounded-full border-2 border-dashed border-amber-300 flex items-center justify-center">
+                                <FileX className="h-2.5 w-2.5 text-amber-400" />
+                              </div>
+                              <p className="text-xs text-amber-700 font-medium">{DOC_TYPE_LABELS[docType] ?? docType}</p>
+                            </div>
+                          ))}
+                          {measureDocs
+                            .filter((d) => !mp.required.includes(d.docType))
+                            .map((doc) => (
+                              <div key={doc.id} className="flex items-center justify-between gap-3 px-3 py-2 rounded-lg border border-gray-100 bg-white">
+                                <div className="flex items-center gap-2 min-w-0">
+                                  <div className="shrink-0 w-5 h-5 rounded-full bg-sky-50 border border-sky-200 flex items-center justify-center">
+                                    <FileText className="h-3 w-3 text-sky-500" />
+                                  </div>
+                                  <div className="min-w-0">
+                                    <p className="text-xs font-medium text-gray-800 truncate">{DOC_TYPE_LABELS[doc.docType] ?? doc.docType}</p>
+                                    <p className="text-[10px] text-gray-400">{formatDocDate(doc.s3UploadTimestamp)}</p>
+                                  </div>
+                                </div>
+                                <DownloadDocButton doc={doc} />
+                              </div>
+                            ))}
+                        </div>}
+                      </div>
+                    );
+                  })}
+
+                  {/* Unassigned install docs */}
+                  {(() => {
+                    const unassigned = getUnassignedInstallDocs(installDocs, docStatus.measureProgress);
+                    if (unassigned.length === 0) return null;
+                    return (
+                      <div className="rounded-xl border border-gray-100 bg-gray-50/40 overflow-hidden">
+                        <button
+                          onClick={() => setOtherOpen((v) => !v)}
+                          className="w-full flex items-center justify-between px-3 py-2.5 bg-white hover:bg-gray-50 transition-colors text-left"
+                        >
+                          <span className="flex items-center gap-2">
+                            <ChevronRight className={`h-3.5 w-3.5 text-gray-400 transition-transform duration-150 ${otherOpen ? "rotate-90" : ""}`} />
+                            <span className="text-[10px] font-semibold uppercase tracking-wide text-gray-500">Other</span>
+                          </span>
+                          <span className="text-[10px] text-gray-400">{unassigned.length} doc{unassigned.length !== 1 ? "s" : ""}</span>
+                        </button>
+                        {otherOpen && (
+                          <div className="px-3 py-2.5 space-y-1.5 border-t border-gray-100">
+                            {unassigned.map((doc) => (
+                              <DocumentRow key={doc.id} doc={doc} showMeasure />
+                            ))}
+                          </div>
+                        )}
+                      </div>
+                    );
+                  })()}
+                </div>
+              ) : installDocs.length > 0 ? (
+                <div className="space-y-1.5">
+                  {installDocs.map((doc) => (
+                    <DocumentRow key={doc.id} doc={doc} showMeasure />
+                  ))}
+                </div>
+              ) : (
+                <p className="text-xs text-gray-400 px-0.5">No install documents uploaded yet.</p>
+              )}
+            </motion.div>
+          </>
+        )}
+      </AnimatePresence>
+
+      {/* Upload modal */}
+      {canUpload && uploadOpen && deal && portfolioId && (
+        <ContractorUploadModal
+          deal={deal}
+          portfolioId={portfolioId}
+          onClose={() => setUploadOpen(false)}
+          docStatusMap={docStatusMap}
+          approvedMeasures={approvedMeasures}
+        />
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx
index 83118c0..210ff48 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx
@@ -1,18 +1,8 @@
 "use client";
 
-import { useQuery, useMutation } from "@tanstack/react-query";
+import { useQuery } from "@tanstack/react-query";
 import { useRef } from "react";
-import { motion, AnimatePresence } from "framer-motion";
-import {
-  FileDown,
-  FileText,
-  FileX,
-  Loader2,
-  FolderOpen,
-  X,
-  ExternalLink,
-  HardHat,
-} from "lucide-react";
+import { FileDown, X } from "lucide-react";
 import {
   Drawer,
   DrawerClose,
@@ -22,138 +12,7 @@ import {
   DrawerDescription,
 } from "@/app/shadcn_components/ui/drawer";
 import type { PropertyDocument, DocStatus } from "./types";
-import { EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES, SURVEY_ALL_DOC_TYPES } from "./types";
-
-// Human-readable labels for all DB fileType enum values
-const DOC_TYPE_LABELS: Record<string, string> = {
-  // Survey / retrofit assessment docs
-  photo_pack: "Photo Pack",
-  site_note: "Site Note",
-  rd_sap_site_note: "RdSAP Site Note",
-  pas_2023_ventilation: "PAS 2023 Ventilation",
-  pas_2023_condition: "PAS 2023 Condition Report",
-  pas_significance: "PAS Significance",
-  par_photo_pack: "PAR Photo Pack",
-  pas_2023_property: "PAS 2023 Property Report",
-  pas_2023_occupancy: "PAS 2023 Occupancy Report",
-  ecmk_site_note: "ECMK Site Note",
-  ecmk_rd_sap_site_note: "ECMK RdSAP Site Note",
-  ecmk_survey_xml: "ECMK Survey XML",
-  // Install docs — photos
-  pre_photo: "Pre-Install Photos",
-  mid_photo: "Mid-Install Photos",
-  post_photo: "Post-Install Photos",
-  loft_hatch_photo: "Loft Hatch & Draft Excluder Photos",
-  dmev_photos: "DMEV Photos (Wetrooms)",
-  door_undercut_photos: "Door Undercut Photos",
-  trickle_vent_photos: "Trickle Vent Photos",
-  // Install docs — pre-installation
-  pre_installation_building_inspection: "PIBI / Tech Survey",
-  point_of_work_risk_assessment: "Point of Work Risk Assessment",
-  // Install docs — compliance & lodgement
-  claim_of_compliance: "DOCC 2030 (Claim of Compliance)",
-  mcs_compliance_certificate: "MCS Compliance Certificate",
-  certificate_of_conformity: "Certificate of Conformity",
-  minor_works_electrical_certificate: "Minor Works Electrical Certificate",
-  trustmark_licence_numbers: "TrustMark Licence Numbers",
-  operative_competency: "Operative Competency",
-  // Install docs — ventilation
-  ventilation_assessment_checklist: "Ventilation Assessment Checklist",
-  anemometer_readings: "Anemometer Readings",
-  commissioning_records: "Commissioning Records",
-  part_f_ventilation_document: "Approved Document Part F",
-  // Install docs — handover & warranties
-  handover_pack: "Handover Pack",
-  insurance_guarantee: "Insurance Backed Guarantee (IBG)",
-  workmanship_warranty: "Workmanship Warranty",
-  g98_notification: "G98 / G99 Notification",
-  // Install docs — qualifications & other
-  installer_qualifications: "Installer Qualifications",
-  installer_feedback: "Installer Feedback",
-  contractor_other: "Other",
-};
-
-function formatDate(iso: string): string {
-  try {
-    return new Date(iso).toLocaleDateString("en-GB", {
-      day: "numeric",
-      month: "short",
-      year: "numeric",
-    });
-  } catch {
-    return iso;
-  }
-}
-
-// -----------------------------------------------------------------------
-// Reusable download button — encapsulates the presigned URL mutation
-// -----------------------------------------------------------------------
-function DownloadDocButton({ doc }: { doc: PropertyDocument }) {
-  const { mutate: download, isPending: signing } = useMutation({
-    mutationFn: async () => {
-      const res = await fetch("/api/sign-document-url", {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ key: doc.s3FileKey, bucket: doc.s3FileBucket }),
-      });
-      if (!res.ok) throw new Error("Failed to get signed URL");
-      const data = await res.json();
-      return data.url as string;
-    },
-    onSuccess: (url) => {
-      window.open(url, "_blank");
-    },
-  });
-
-  return (
-    <button
-      onClick={() => download()}
-      disabled={signing}
-      className="shrink-0 inline-flex items-center gap-1.5 px-3 py-1.5 rounded-lg bg-brandblue text-white text-xs font-medium hover:bg-brandblue/90 transition-colors disabled:opacity-60 disabled:cursor-not-allowed"
-    >
-      {signing ? (
-        <Loader2 className="h-3.5 w-3.5 animate-spin" />
-      ) : (
-        <FileDown className="h-3.5 w-3.5" />
-      )}
-      {signing ? "Preparing…" : "Download"}
-    </button>
-  );
-}
-
-// -----------------------------------------------------------------------
-// Individual document row — used in retrofit section and install fallback
-// -----------------------------------------------------------------------
-function DocumentRow({ doc, showMeasure }: { doc: PropertyDocument; showMeasure?: boolean }) {
-  const label = DOC_TYPE_LABELS[doc.docType] ?? doc.docType;
-
-  return (
-    <motion.div
-      layout
-      initial={{ opacity: 0, y: 4 }}
-      animate={{ opacity: 1, y: 0 }}
-      className="flex items-center justify-between gap-4 px-4 py-3 rounded-lg border border-gray-100 bg-white hover:border-brandblue/20 hover:shadow-sm transition-all duration-150"
-    >
-      {/* Left: icon + label + date stacked */}
-      <div className="flex items-center gap-3 min-w-0">
-        <div className="shrink-0 w-8 h-8 rounded-lg bg-sky-50 border border-sky-200 flex items-center justify-center">
-          <FileText className="h-4 w-4 text-sky-600" />
-        </div>
-        <div className="min-w-0">
-          <p className="text-sm font-medium text-gray-800 truncate">{label}</p>
-          <p className="text-xs text-gray-400 mt-0.5">
-            {showMeasure && doc.measureName
-              ? <><span className="text-brandblue/70 font-medium">{doc.measureName}</span> · {formatDate(doc.s3UploadTimestamp)}</>
-              : formatDate(doc.s3UploadTimestamp)
-            }
-          </p>
-        </div>
-      </div>
-
-      <DownloadDocButton doc={doc} />
-    </motion.div>
-  );
-}
+import PropertyDocumentsContent from "./PropertyDocumentsContent";
 
 // -----------------------------------------------------------------------
 // PropertyDrawer — main component
@@ -190,9 +49,7 @@ export default function PropertyDrawer({
       else if (uprn) params.set("uprn", uprn);
       else if (landlordPropertyId)
         params.set("landlordPropertyId", landlordPropertyId);
-      const res = await fetch(
-        `/api/live-tracking/property-documents?${params}`,
-      );
+      const res = await fetch(`/api/live-tracking/property-documents?${params}`);
       if (!res.ok) throw new Error("Failed to load documents");
       return res.json() as Promise<PropertyDocument[]>;
     },
@@ -200,31 +57,17 @@ export default function PropertyDrawer({
     staleTime: 30_000,
   });
 
-  // Keep the last successfully fetched result so the closing animation doesn't
-  // flash the empty state (the parent nulls out uprn/landlordPropertyId on close,
-  // which disables the query and resets fetchedDocuments to [] mid-animation).
+  // Preserve last fetched docs so the closing animation doesn't flash empty state
+  // when the parent nulls identifiers mid-animation.
   const lastDocumentsRef = useRef<PropertyDocument[]>([]);
   if (open && !isFetching && !isError) {
     lastDocumentsRef.current = fetchedDocuments as PropertyDocument[];
   }
   const documents = open ? (fetchedDocuments as PropertyDocument[]) : lastDocumentsRef.current;
 
-  // Split documents into the two sections
-  const retrofitDocs = documents.filter((d) => SURVEY_ALL_DOC_TYPES.has(d.docType));
-  const installDocs = documents.filter((d) => !SURVEY_ALL_DOC_TYPES.has(d.docType));
-
-  const hasDocuments = documents.length > 0;
-
-  // Missing mandatory retrofit assessment docs (ecmk types are optional — not shown as missing)
-  const presentRetrofitTypes = new Set(retrofitDocs.map((d) => d.docType));
-  const missingRetrofitTypes = EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.filter(
-    (t) => !presentRetrofitTypes.has(t),
-  );
-
   return (
     <Drawer open={open} onOpenChange={(v) => !v && onClose()} direction="right">
       <DrawerContent className="fixed right-0 top-0 bottom-0 h-full w-[40vw] min-w-80 rounded-l-2xl rounded-r-none mt-0 flex flex-col border-l border-t-0 border-b-0 border-r-0 border-brandblue/10 bg-white shadow-2xl overflow-hidden">
-        {/* Remove the default drag handle */}
         <div className="hidden" />
 
         <DrawerHeader className="shrink-0 px-6 pt-6 pb-4 border-b border-gray-100">
@@ -253,7 +96,7 @@ export default function PropertyDrawer({
             </DrawerClose>
           </div>
 
-          {hasDocuments && !isFetching && (
+          {documents.length > 0 && !isFetching && (
             <div className="mt-3 inline-flex items-center gap-1.5 px-2.5 py-1 rounded-full bg-brandblue/10 border border-brandblue/20">
               <FileDown className="h-3.5 w-3.5 text-brandblue" />
               <span className="text-xs font-medium text-brandblue">
@@ -263,242 +106,18 @@ export default function PropertyDrawer({
           )}
         </DrawerHeader>
 
-        {/* Body */}
-        <div className="flex-1 overflow-y-auto px-6 py-4 space-y-6">
-          {/* Loading state */}
-          {isFetching && (
-            <div className="space-y-3 pt-2">
-              {[1, 2, 3].map((i) => (
-                <div
-                  key={i}
-                  className="h-14 rounded-lg bg-gray-100 animate-pulse"
-                />
-              ))}
-            </div>
-          )}
-
-          {/* Error state */}
-          {isError && !isFetching && (
-            <div className="flex flex-col items-center justify-center py-12 text-center">
-              <div className="w-10 h-10 rounded-full bg-red-50 flex items-center justify-center mb-3">
-                <ExternalLink className="h-5 w-5 text-red-400" />
-              </div>
-              <p className="text-sm font-medium text-gray-700">
-                Could not load documents
-              </p>
-              <p className="text-xs text-gray-500 mt-1">
-                Please try again later.
-              </p>
-            </div>
-          )}
-
-          {/* Empty state */}
-          {!isFetching && !isError && !hasDocuments && (
-            <div className="space-y-4 pt-1">
-              <div className="flex flex-col items-center py-6 text-center">
-                <div className="w-12 h-12 rounded-full bg-amber-50 border border-amber-200 flex items-center justify-center mb-3">
-                  <FolderOpen className="h-6 w-6 text-amber-400" />
-                </div>
-                <p className="text-sm font-medium text-gray-700">
-                  No documents available
-                </p>
-                <p className="text-xs text-gray-400 mt-1">
-                  All {EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.length} retrofit assessment documents are outstanding.
-                </p>
-              </div>
-              <div className="space-y-1.5">
-                <h3 className="text-xs font-semibold uppercase tracking-wide text-amber-500 px-0.5">
-                  Missing Documents ({missingRetrofitTypes.length})
-                </h3>
-                {missingRetrofitTypes.map((t) => (
-                  <div
-                    key={t}
-                    className="flex items-center gap-2.5 p-3 rounded-lg border border-dashed border-amber-200 bg-amber-50/40"
-                  >
-                    <FileX className="h-3.5 w-3.5 text-amber-300 shrink-0" />
-                    <span className="text-xs text-amber-600 font-medium">
-                      {DOC_TYPE_LABELS[t] ?? t}
-                    </span>
-                  </div>
-                ))}
-              </div>
-            </div>
-          )}
-
-          <AnimatePresence>
-            {!isFetching && !isError && hasDocuments && (
-              <>
-                {/* ── Retrofit Assessment Documents ── */}
-                <motion.div
-                  key="retrofit"
-                  initial={{ opacity: 0 }}
-                  animate={{ opacity: 1 }}
-                  className="space-y-2"
-                >
-                  <h3 className="text-xs font-semibold uppercase tracking-wide text-gray-400 px-0.5">
-                    Retrofit Assessment Documents
-                  </h3>
-                  {retrofitDocs.length > 0 ? (
-                    <div className="space-y-1.5">
-                      {retrofitDocs.map((doc) => (
-                        <DocumentRow key={doc.id} doc={doc} />
-                      ))}
-                    </div>
-                  ) : (
-                    <p className="text-xs text-gray-400 px-0.5">None uploaded yet.</p>
-                  )}
-
-                  {/* Missing mandatory retrofit assessment docs */}
-                  {missingRetrofitTypes.length > 0 && (
-                    <div className="space-y-1.5 pt-1">
-                      <h4 className="text-xs font-semibold uppercase tracking-wide text-amber-500 px-0.5">
-                        Missing ({missingRetrofitTypes.length})
-                      </h4>
-                      {missingRetrofitTypes.map((t) => (
-                        <div
-                          key={t}
-                          className="flex items-center gap-2.5 p-3 rounded-lg border border-dashed border-amber-200 bg-amber-50/40"
-                        >
-                          <FileX className="h-3.5 w-3.5 text-amber-300 shrink-0" />
-                          <span className="text-xs text-amber-600 font-medium">
-                            {DOC_TYPE_LABELS[t] ?? t}
-                          </span>
-                        </div>
-                      ))}
-                    </div>
-                  )}
-                </motion.div>
-
-                {/* ── Install Documents ── */}
-                <motion.div
-                  key="install"
-                  initial={{ opacity: 0 }}
-                  animate={{ opacity: 1 }}
-                  className="space-y-3"
-                >
-                  <h3 className="text-xs font-semibold uppercase tracking-wide text-gray-400 px-0.5 flex items-center gap-1.5">
-                    <HardHat className="h-3.5 w-3.5" />
-                    Install Documents
-                  </h3>
-
-                  {docStatus?.measureProgress && docStatus.measureProgress.length > 0 ? (
-                    // ── Per-measure checklist ──
-                    <div className="space-y-4">
-                      {docStatus.measureProgress.map((mp) => {
-                        const measureDocs = installDocs.filter((d) => d.measureName === mp.measureName);
-                        const uploadedTypeSet = new Set(measureDocs.map((d) => d.docType));
-                        const missingTypes = mp.required.filter((t) => !uploadedTypeSet.has(t));
-
-                        return (
-                          <div key={mp.measureName} className="rounded-xl border border-gray-100 bg-gray-50/40 overflow-hidden">
-                            {/* Measure header */}
-                            <div className="flex items-center justify-between px-3 py-2.5 border-b border-gray-100 bg-white">
-                              <span className="text-xs font-semibold text-gray-800">{mp.measureName}</span>
-                              <span className={`inline-flex items-center gap-1 px-2 py-0.5 rounded-full text-[10px] font-medium border ${
-                                mp.isComplete
-                                  ? "bg-emerald-50 text-emerald-700 border-emerald-200"
-                                  : mp.uploadedCount > 0
-                                    ? "bg-amber-50 text-amber-700 border-amber-200"
-                                    : "bg-gray-100 text-gray-500 border-gray-200"
-                              }`}>
-                                {mp.uploadedCount} / {mp.requiredCount} docs
-                              </span>
-                            </div>
-
-                            <div className="px-3 py-2.5 space-y-1.5">
-                              {/* Uploaded required docs */}
-                              {mp.uploaded.map((docType) => {
-                                const doc = measureDocs.find((d) => d.docType === docType);
-                                if (!doc) return null;
-                                return (
-                                  <div key={docType} className="flex items-center justify-between gap-3 px-3 py-2 rounded-lg border border-emerald-100 bg-emerald-50/50">
-                                    <div className="flex items-center gap-2 min-w-0">
-                                      <div className="shrink-0 w-5 h-5 rounded-full bg-emerald-100 border border-emerald-200 flex items-center justify-center">
-                                        <svg className="h-3 w-3 text-emerald-600" viewBox="0 0 12 12" fill="none">
-                                          <path d="M2 6l3 3 5-5" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round"/>
-                                        </svg>
-                                      </div>
-                                      <div className="min-w-0">
-                                        <p className="text-xs font-medium text-gray-800 truncate">{DOC_TYPE_LABELS[docType] ?? docType}</p>
-                                        <p className="text-[10px] text-gray-400">{formatDate(doc.s3UploadTimestamp)}</p>
-                                      </div>
-                                    </div>
-                                    <DownloadDocButton doc={doc} />
-                                  </div>
-                                );
-                              })}
-
-                              {/* Missing required docs */}
-                              {missingTypes.map((docType) => (
-                                <div key={docType} className="flex items-center gap-2.5 px-3 py-2 rounded-lg border border-dashed border-amber-200 bg-amber-50/30">
-                                  <div className="shrink-0 w-5 h-5 rounded-full border-2 border-dashed border-amber-300 flex items-center justify-center">
-                                    <FileX className="h-2.5 w-2.5 text-amber-400" />
-                                  </div>
-                                  <p className="text-xs text-amber-700 font-medium">{DOC_TYPE_LABELS[docType] ?? docType}</p>
-                                </div>
-                              ))}
-
-                              {/* Extra docs uploaded for this measure (not in required list) */}
-                              {measureDocs
-                                .filter((d) => !mp.required.includes(d.docType))
-                                .map((doc) => (
-                                  <div key={doc.id} className="flex items-center justify-between gap-3 px-3 py-2 rounded-lg border border-gray-100 bg-white">
-                                    <div className="flex items-center gap-2 min-w-0">
-                                      <div className="shrink-0 w-5 h-5 rounded-full bg-sky-50 border border-sky-200 flex items-center justify-center">
-                                        <FileText className="h-3 w-3 text-sky-500" />
-                                      </div>
-                                      <div className="min-w-0">
-                                        <p className="text-xs font-medium text-gray-800 truncate">{DOC_TYPE_LABELS[doc.docType] ?? doc.docType}</p>
-                                        <p className="text-[10px] text-gray-400">{formatDate(doc.s3UploadTimestamp)}</p>
-                                      </div>
-                                    </div>
-                                    <DownloadDocButton doc={doc} />
-                                  </div>
-                                ))
-                              }
-                            </div>
-                          </div>
-                        );
-                      })}
-
-                      {/* Unassigned / no-measure install docs */}
-                      {(() => {
-                        const knownMeasures = new Set(docStatus.measureProgress.map((m) => m.measureName));
-                        const unassigned = installDocs.filter(
-                          (d) => !d.measureName || !knownMeasures.has(d.measureName),
-                        );
-                        if (unassigned.length === 0) return null;
-                        return (
-                          <div className="space-y-1.5">
-                            <h4 className="text-[10px] font-semibold uppercase tracking-wide text-gray-400 px-0.5">Other</h4>
-                            {unassigned.map((doc) => (
-                              <DocumentRow key={doc.id} doc={doc} showMeasure />
-                            ))}
-                          </div>
-                        );
-                      })()}
-                    </div>
-                  ) : installDocs.length > 0 ? (
-                    // ── Fallback: flat list (no measure progress data) ──
-                    <div className="space-y-1.5">
-                      {installDocs.map((doc) => (
-                        <DocumentRow key={doc.id} doc={doc} showMeasure />
-                      ))}
-                    </div>
-                  ) : (
-                    <p className="text-xs text-gray-400 px-0.5">No install documents uploaded yet.</p>
-                  )}
-                </motion.div>
-              </>
-            )}
-          </AnimatePresence>
+        <div className="flex-1 overflow-y-auto px-6 py-4">
+          <PropertyDocumentsContent
+            documents={documents}
+            isFetching={isFetching}
+            isError={isError}
+            docStatus={docStatus ?? { presentSurveyTypes: [], hasSurveyDocs: false, isSurveyComplete: false, hasInstallDocs: false, installStatus: "none", measureProgress: [] }}
+          />
         </div>
 
-        {/* Footer */}
         <div className="px-6 py-4 border-t border-gray-100 bg-gray-50/50">
           <p className="text-xs text-gray-400">
-            Download links expire after 30 minutes. Refresh to generate a new
-            link.
+            Download links expire after 30 minutes. Refresh to generate a new link.
           </p>
         </div>
       </DrawerContent>
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 a746fe6..bae33bc 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx
@@ -67,7 +67,7 @@ type RemovalFilter = "all" | "pending_removal" | "removed" | "pending_re_additio
 interface PropertyTableProps {
   data: ClassifiedDeal[];
   onOpenDrawer: (dealId: string, uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void;
-  onOpenDetail?: (deal: ClassifiedDeal) => void;
+  portfolioId?: string;
   showDocuments?: boolean;
   docStatusMap?: DocStatusMap;
   removalStatusByDeal?: RemovalStatusByDeal;
@@ -106,7 +106,7 @@ function escapeCell(value: unknown): string {
     : str;
 }
 
-export default function PropertyTable({ data, onOpenDrawer, onOpenDetail, showDocuments = false, docStatusMap = {}, removalStatusByDeal = {} }: PropertyTableProps) {
+export default function PropertyTable({ data, onOpenDrawer, portfolioId = "", showDocuments = false, docStatusMap = {}, removalStatusByDeal = {} }: PropertyTableProps) {
   const [globalFilter, setGlobalFilter] = useState("");
   const [stageFilter, setStageFilter] = useState<string>("all");
   const [docFilter, setDocFilter] = useState<DocFilter>("all");
@@ -157,8 +157,8 @@ export default function PropertyTable({ data, onOpenDrawer, onOpenDetail, showDo
   }, [data, stageFilter, docFilter, docStatusMap, removalFilter, removalStatusByDeal]);
 
   const columns = useMemo(
-    () => createPropertyTableColumns(onOpenDrawer, showDocuments, docStatusMap, onOpenDetail, removalStatusByDeal),
-    [onOpenDrawer, showDocuments, docStatusMap, onOpenDetail, removalStatusByDeal]
+    () => createPropertyTableColumns(onOpenDrawer, showDocuments, docStatusMap, portfolioId, removalStatusByDeal),
+    [onOpenDrawer, showDocuments, docStatusMap, portfolioId, removalStatusByDeal]
   );
 
   const table = useReactTable({
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
index 63e62dd..8e55380 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
@@ -2,23 +2,9 @@
 
 import { ColumnDef } from "@tanstack/react-table";
 import { ArrowUpDown, CheckCircle2, AlertCircle, FileX } from "lucide-react";
-import { STAGE_COLORS } from "./types";
-import type { ClassifiedDeal, DisplayStage, DocStatusMap, RemovalStatusByDeal } from "./types";
-
-// -----------------------------------------------------------------------
-// Stage badge — consistent pill rendering
-// -----------------------------------------------------------------------
-function StageBadge({ stage }: { stage: DisplayStage }) {
-  const c = STAGE_COLORS[stage] ?? STAGE_COLORS["Unknown Stage"];
-  return (
-    <span
-      className={`inline-flex items-center gap-1.5 px-2.5 py-1 rounded-full text-xs font-medium border whitespace-nowrap ${c.bg} ${c.text} ${c.border}`}
-    >
-      <span className={`w-1.5 h-1.5 rounded-full shrink-0 ${c.dot}`} />
-      {stage}
-    </span>
-  );
-}
+import Link from "next/link";
+import type { ClassifiedDeal, DocStatusMap, RemovalStatusByDeal } from "./types";
+import { StageBadge } from "./ui";
 
 // Sortable column header helper
 function SortableHeader({
@@ -48,7 +34,7 @@ export function createPropertyTableColumns(
   onOpenDrawer: (dealId: string, uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void,
   showDocuments: boolean = false,
   docStatusMap: DocStatusMap = {},
-  onOpenDetail?: (deal: ClassifiedDeal) => void,
+  portfolioId: string = "",
   removalStatusByDeal: RemovalStatusByDeal = {},
 ): ColumnDef<ClassifiedDeal>[] {
   const columns: ColumnDef<ClassifiedDeal>[] = [
@@ -60,18 +46,22 @@ export function createPropertyTableColumns(
       cell: ({ row }) => {
         const removalState = row.original.dealId ? removalStatusByDeal[row.original.dealId] : undefined;
         const hasPending = removalState === "pending_removal" || removalState === "pending_re_addition";
+        const href = portfolioId
+          ? `/portfolio/${portfolioId}/your-projects/live/${row.original.dealId}`
+          : undefined;
         return (
           <div className="max-w-[220px] flex items-center gap-1.5">
             {hasPending && (
               <span className="shrink-0 w-2 h-2 rounded-full bg-amber-400" title="Outstanding removal request" />
             )}
-            {onOpenDetail ? (
-              <button
-                onClick={() => onOpenDetail(row.original)}
-                className="text-sm font-medium text-brandblue hover:text-brandmidblue hover:underline underline-offset-2 leading-tight text-left truncate transition-colors"
+            {href ? (
+              <Link
+                href={href}
+                data-testid="property-row-link"
+                className="text-sm font-medium text-brandblue hover:text-brandmidblue hover:underline underline-offset-2 leading-tight truncate transition-colors"
               >
                 {row.original.dealname ?? "—"}
-              </button>
+              </Link>
             ) : (
               <p className="text-sm font-medium text-gray-900 leading-tight truncate">
                 {row.original.dealname ?? "—"}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
new file mode 100644
index 0000000..064dd6b
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -0,0 +1,430 @@
+"use client";
+
+import { useState } from "react";
+import { useQuery } from "@tanstack/react-query";
+import { useSearchParams, useRouter } from "next/navigation";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+} from "@/app/shadcn_components/ui/dialog";
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from "@/app/shadcn_components/ui/tooltip";
+import { AlertTriangle, ChevronRight, ChevronDown } from "lucide-react";
+import { sapToEpc, getEpcAccentClasses, parsePreSap } from "@/app/utils";
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
+import type { ClassifiedDeal, PortfolioCapabilityType, DocStatus, EffectiveRemovalState, PropertyDocument } from "../types";
+import PropertyDocumentsContent from "../PropertyDocumentsContent";
+import { StageBadge } from "../ui";
+import {
+  InfoRow,
+  MilestoneTimeline,
+  formatDate,
+  SectionHeader,
+  SECTION_TITLES,
+  WRITE_ROLES,
+} from "../deal-detail/primitives";
+import { MeasureApprovalEditor } from "../deal-detail/MeasureApprovalEditor";
+import { InstructMeasureEditor } from "../deal-detail/pibi/InstructMeasureEditor";
+import { PibiSurveysTabContent } from "../deal-detail/PibiSurveysTabContent";
+import { ActivityLog } from "../ActivityLog";
+
+type Tab = "works" | "pibi-surveys" | "documents";
+const VALID_TABS: Tab[] = ["works", "pibi-surveys", "documents"];
+
+const TAB_LABELS: Record<Tab, string> = {
+  works: "Works",
+  "pibi-surveys": "PIBIs & Surveys",
+  documents: "Documents",
+};
+
+interface DealPageProps {
+  deal: ClassifiedDeal;
+  portfolioId: string;
+  userRole: string;
+  userCapability: PortfolioCapabilityType;
+  approvedMeasures: string[];
+  docStatus: DocStatus;
+  removalState: EffectiveRemovalState;
+  userEmail: string;
+}
+
+export default function DealPage({
+  deal,
+  portfolioId,
+  userRole,
+  userCapability,
+  approvedMeasures,
+  docStatus,
+  removalState,
+}: DealPageProps) {
+  const searchParams = useSearchParams();
+  const router = useRouter();
+  const rawTab = searchParams.get("tab");
+  const [activeTab, setActiveTab] = useState<Tab>(
+    VALID_TABS.includes(rawTab as Tab) ? (rawTab as Tab) : "works",
+  );
+  const [instructModalOpen, setInstructModalOpen] = useState(false);
+  const [isLogOpen, setIsLogOpen] = useState(false);
+
+  const switchTab = (tab: Tab) => {
+    setActiveTab(tab);
+    router.replace(`?tab=${tab}`, { scroll: false });
+  };
+
+  const { data: documents = [], isFetching: docsFetching, isError: docsError } = useQuery({
+    queryKey: ["property-documents", deal.dealId, deal.uprn, deal.landlordPropertyId],
+    queryFn: async () => {
+      const params = new URLSearchParams();
+      if (deal.dealId) params.set("dealId", deal.dealId);
+      else if (deal.uprn) params.set("uprn", deal.uprn);
+      else if (deal.landlordPropertyId) params.set("landlordPropertyId", deal.landlordPropertyId);
+      const res = await fetch(`/api/live-tracking/property-documents?${params}`);
+      if (!res.ok) throw new Error("Failed to load documents");
+      return res.json() as Promise<PropertyDocument[]>;
+    },
+    staleTime: 30_000,
+  });
+
+  const parsedPreSap = parsePreSap(deal.preSapScore);
+  const epcPotential = sapToEpc(deal.epcSapScorePotential != null ? Number(deal.epcSapScorePotential) : null);
+  const technicalApprovedMeasures = parseMeasures(
+    deal.technicalApprovedMeasuresForInstall ?? null,
+  );
+  const isApprover = userCapability.includes("approver");
+  const canWrite = WRITE_ROLES.includes(userRole);
+
+  return (
+    <TooltipProvider>
+      <div className="grid grid-cols-12 gap-6">
+
+        {/* ── Left Sidebar: Property Info ─────────────────────────── */}
+        <aside className="col-span-12 lg:col-span-3 space-y-5">
+          <div className="bg-white rounded-xl border border-gray-200 shadow-sm p-5 space-y-5">
+
+            {/* Header info */}
+            <div>
+              <h2 className="text-base font-semibold text-gray-900 leading-snug mb-2">
+                {deal.dealname ?? "Property"}
+              </h2>
+              <div className="flex flex-wrap items-center gap-1.5">
+                <StageBadge stage={deal.displayStage} />
+                {deal.landlordPropertyId && (
+                  <span className="text-xs font-mono text-gray-400 bg-gray-50 px-2 py-0.5 rounded border border-gray-200">
+                    {deal.landlordPropertyId}
+                  </span>
+                )}
+              </div>
+            </div>
+
+            {/* Damp & mould flag */}
+            {(deal.dampMouldFlag || deal.majorConditionIssuePhotosS3) && (
+              <div className="flex items-start gap-2 p-3 rounded-lg bg-red-50 border border-red-200">
+                <AlertTriangle className="h-3.5 w-3.5 text-red-500 mt-0.5 shrink-0" />
+                <div>
+                  <p className="text-xs font-semibold text-red-700">Damp & Mould Flag</p>
+                  {deal.dampMouldFlag && (
+                    <p className="text-xs text-red-600 mt-0.5">{deal.dampMouldFlag}</p>
+                  )}
+                  {deal.majorConditionIssueDescription && (
+                    <p className="text-xs text-red-600 mt-0.5 italic">
+                      {deal.majorConditionIssueDescription}
+                    </p>
+                  )}
+                </div>
+              </div>
+            )}
+
+            {/* EPC */}
+            <div className="space-y-1.5">
+              <p className="text-xs font-bold uppercase tracking-wider text-gray-400">
+                Energy Performance
+              </p>
+              <div className="flex items-baseline gap-2">
+                {parsedPreSap ? (
+                  <span className={`text-2xl font-black ${getEpcAccentClasses(parsedPreSap.letter)}`}>
+                    {parsedPreSap.display}
+                  </span>
+                ) : (
+                  <span className="text-2xl font-black text-gray-400">—</span>
+                )}
+                {epcPotential !== "Unknown" && epcPotential !== (parsedPreSap?.letter ?? "Unknown") && (
+                  <span className="text-sm text-gray-400">→ {epcPotential}</span>
+                )}
+              </div>
+            </div>
+
+            {/* Key details */}
+            <div className="space-y-0.5 divide-y divide-gray-50">
+              <InfoRow label="Project" value={deal.projectCode} />
+              <InfoRow label="Coordinator" value={deal.coordinator} />
+              <InfoRow label="Designer" value={deal.designer} />
+              <InfoRow label="Installer" value={deal.installer} />
+              <InfoRow label="Outcome" value={deal.outcome} />
+              {deal.outcomeNotes && (
+                <InfoRow label="Outcome Notes" value={deal.outcomeNotes} />
+              )}
+              <InfoRow label="Coordination" value={deal.coordinationStatus} />
+              <InfoRow label="Design Status" value={deal.designStatus} />
+              <InfoRow label="Design Type" value={deal.designType} />
+              <InfoRow label="Lodgement Status" value={deal.lodgementStatus} />
+              <InfoRow label="Measures Lodged" value={formatDate(deal.measuresLodgementDate)} />
+              <InfoRow label="Full Lodgement" value={formatDate(deal.fullLodgementDate)} />
+            </div>
+
+            {/* Survey info */}
+            <div className="space-y-0.5">
+              <p className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-2">
+                Survey
+              </p>
+              <div className="divide-y divide-gray-50">
+                <InfoRow label="Survey Type" value={deal.surveyType} />
+                <InfoRow
+                  label="Surveyed"
+                  value={formatDate(deal.surveyedDate)}
+                />
+                <InfoRow
+                  label="Confirmed Date"
+                  value={formatDate(deal.confirmedSurveyDate)}
+                />
+                <InfoRow
+                  label="Confirmed Time"
+                  value={deal.confirmedSurveyTime}
+                />
+              </div>
+            </div>
+
+          </div>
+        </aside>
+
+        {/* ── Center: Tabs ─────────────────────────────────────────── */}
+        <section className="col-span-12 lg:col-span-6 space-y-4">
+          {/* Tab bar */}
+          <div className="flex gap-1 p-1 bg-brandlightblue/10 border border-brandblue/10 rounded-xl">
+            {VALID_TABS.map((tab) => (
+              <button
+                key={tab}
+                data-testid={`deal-page-tab-${tab}`}
+                aria-selected={activeTab === tab}
+                onClick={() => switchTab(tab)}
+                className={`flex-1 py-2 px-3 rounded-lg text-sm font-medium transition-all ${
+                  activeTab === tab
+                    ? "bg-white text-brandblue shadow-sm"
+                    : "text-gray-500 hover:text-gray-700"
+                }`}
+              >
+                {TAB_LABELS[tab]}
+              </button>
+            ))}
+          </div>
+
+          <div className="bg-white rounded-xl border border-gray-200 shadow-sm">
+
+            {/* ── Works ── */}
+            <div
+              className={`p-5 space-y-6 ${activeTab === "works" ? "block" : "hidden"}`}
+            >
+              {/* Measures */}
+              <div>
+                <SectionHeader id="measures" label={SECTION_TITLES.measures} />
+                <div className="space-y-3">
+                  <MeasureApprovalEditor
+                    dealId={deal.dealId}
+                    dealName={deal.dealname}
+                    portfolioId={portfolioId}
+                    proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+                    isApprover={isApprover}
+                  />
+                </div>
+                <div className="divide-y divide-gray-50 mt-3">
+                  <InfoRow label="Installed" value={deal.actualMeasuresInstalled} />
+                </div>
+              </div>
+
+              {/* Technical approved */}
+              <div>
+                <SectionHeader id="technical" label={SECTION_TITLES.technical} />
+                <div className="divide-y divide-gray-50">
+                  <InfoRow
+                    label="Technical Approved Measures"
+                    value={
+                      technicalApprovedMeasures.length > 0 ? (
+                        <span className="flex flex-wrap gap-1.5">
+                          {technicalApprovedMeasures.map((m) => (
+                            <span
+                              key={m}
+                              className="px-2 py-0.5 rounded-full text-[11px] bg-emerald-50 border border-emerald-200 text-emerald-700"
+                            >
+                              {m}
+                            </span>
+                          ))}
+                        </span>
+                      ) : null
+                    }
+                  />
+                </div>
+              </div>
+
+              {/* Approval log */}
+              <div className="border-t border-gray-100 pt-4">
+                <button
+                  onClick={() => setIsLogOpen((v) => !v)}
+                  className="flex items-center gap-2 w-full text-left group"
+                >
+                  {isLogOpen ? (
+                    <ChevronDown className="h-3.5 w-3.5 text-gray-400 group-hover:text-brandblue transition-colors shrink-0" />
+                  ) : (
+                    <ChevronRight className="h-3.5 w-3.5 text-gray-400 group-hover:text-brandblue transition-colors shrink-0" />
+                  )}
+                  <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 group-hover:text-brandblue transition-colors">
+                    Approval Log
+                  </h3>
+                </button>
+                {isLogOpen && (
+                  <div className="mt-3">
+                    <ActivityLog dealId={deal.dealId} portfolioId={portfolioId} />
+                  </div>
+                )}
+              </div>
+            </div>
+
+            {/* ── PIBIs & Surveys ── */}
+            <div
+              className={`p-5 space-y-6 ${activeTab === "pibi-surveys" ? "block" : "hidden"}`}
+            >
+              <PibiSurveysTabContent
+                deal={deal}
+                portfolioId={portfolioId}
+                userRole={userRole}
+                userCapability={userCapability}
+              />
+            </div>
+
+            {/* ── Documents ── */}
+            <div
+              className={`p-5 ${activeTab === "documents" ? "block" : "hidden"}`}
+            >
+              <PropertyDocumentsContent
+                documents={documents}
+                isFetching={docsFetching}
+                isError={docsError}
+                docStatus={docStatus}
+                deal={deal}
+                portfolioId={portfolioId}
+                userCapability={userCapability}
+                approvedMeasures={approvedMeasures}
+              />
+            </div>
+
+          </div>
+        </section>
+
+        {/* ── Right Sidebar: Actions ───────────────────────────────── */}
+        <aside className="col-span-12 lg:col-span-3 space-y-4">
+
+          {/* Removal state badge */}
+          {removalState !== "none" && (
+            <div
+              className={`flex items-center gap-2 px-3 py-2 rounded-lg border text-xs font-semibold ${
+                removalState === "removed"
+                  ? "bg-red-50 border-red-200 text-red-700"
+                  : "bg-amber-50 border-amber-200 text-amber-700"
+              }`}
+            >
+              <AlertTriangle className="h-3.5 w-3.5 shrink-0" />
+              {removalState === "pending_removal"
+                ? "Pending removal"
+                : removalState === "pending_re_addition"
+                  ? "Pending re-addition"
+                  : "Removed from project"}
+            </div>
+          )}
+
+          {/* Actions */}
+          <div className="bg-white rounded-xl border border-gray-200 shadow-sm p-4 space-y-2.5">
+            <p className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
+              Actions
+            </p>
+
+            {/* Instruct Measure */}
+            {isApprover ? (
+              <button
+                onClick={() => setInstructModalOpen(true)}
+                className="w-full flex items-center justify-between px-4 py-3 rounded-lg bg-brandblue text-white text-sm font-semibold hover:bg-brandmidblue transition-colors"
+              >
+                <span>Instruct Measure</span>
+                <span className="text-xs opacity-70">→</span>
+              </button>
+            ) : (
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <button
+                    disabled
+                    className="w-full flex items-center justify-between px-4 py-3 rounded-lg bg-gray-100 text-gray-400 text-sm font-semibold cursor-not-allowed"
+                  >
+                    <span>Instruct Measure</span>
+                    <span className="text-xs">→</span>
+                  </button>
+                </TooltipTrigger>
+                <TooltipContent>Approver permission required</TooltipContent>
+              </Tooltip>
+            )}
+
+            {/* Request Survey */}
+            <button
+              onClick={() => switchTab("pibi-surveys")}
+              className="w-full flex items-center justify-between px-4 py-3 rounded-lg bg-gray-50 border border-gray-200 text-gray-700 text-sm font-semibold hover:border-brandblue/30 hover:text-brandblue transition-colors"
+            >
+              <span>Request Survey</span>
+              <span className="text-xs opacity-50">→</span>
+            </button>
+
+            {/* Request Removal */}
+            <button
+              onClick={() => switchTab("pibi-surveys")}
+              className="w-full flex items-center justify-between px-4 py-3 rounded-lg bg-gray-50 border border-gray-200 text-gray-700 text-sm font-semibold hover:border-brandblue/30 hover:text-brandblue transition-colors"
+            >
+              <span>Request Removal</span>
+              <span className="text-xs opacity-50">→</span>
+            </button>
+          </div>
+
+          {/* Timeline */}
+          <div className="bg-white rounded-xl border border-gray-200 shadow-sm p-4">
+            <p className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
+              Project Timeline
+            </p>
+            <MilestoneTimeline deal={deal} />
+          </div>
+        </aside>
+
+      </div>
+
+      {/* ── Instruct Measure Modal ─────────────────────────────────── */}
+      <Dialog open={instructModalOpen} onOpenChange={setInstructModalOpen}>
+        <DialogContent className="max-w-lg">
+          <DialogHeader>
+            <DialogTitle className="text-base font-semibold text-brandblue">
+              Instruct Measure
+            </DialogTitle>
+          </DialogHeader>
+          <InstructMeasureEditor
+            dealId={deal.dealId}
+            portfolioId={portfolioId}
+            proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+            canEdit={isApprover}
+            outOfOrderWarning={outOfOrderInstructionWarning(deal)}
+            onSuccess={() => setInstructModalOpen(false)}
+          />
+        </DialogContent>
+      </Dialog>
+
+    </TooltipProvider>
+  );
+}
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
new file mode 100644
index 0000000..f4fa001
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.test.ts
@@ -0,0 +1,265 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+
+// ── Hoisted mocks ─────────────────────────────────────────────────────────────
+const { mockGetServerSession, mockDbSelect, mockNotFound, mockRedirect } =
+  vi.hoisted(() => ({
+    mockGetServerSession: vi.fn(),
+    mockDbSelect: vi.fn(),
+    mockNotFound: vi.fn(() => {
+      throw new Error("NEXT_NOT_FOUND");
+    }),
+    mockRedirect: vi.fn(() => {
+      throw new Error("NEXT_REDIRECT");
+    }),
+  }));
+
+// ── Auth ──────────────────────────────────────────────────────────────────────
+vi.mock("next-auth", () => ({ getServerSession: mockGetServerSession }));
+vi.mock("@/app/api/auth/[...nextauth]/authOptions", () => ({ AuthOptions: {} }));
+
+// ── Navigation ────────────────────────────────────────────────────────────────
+vi.mock("next/navigation", () => ({
+  redirect: mockRedirect,
+  notFound: mockNotFound,
+}));
+vi.mock("next/link", () => ({ default: vi.fn(() => null) }));
+
+// ── Drizzle ORM ───────────────────────────────────────────────────────────────
+vi.mock("drizzle-orm", () => ({
+  eq: vi.fn((a: unknown, b: unknown) => ({ $eq: [a, b] })),
+  inArray: vi.fn((col: unknown, vals: unknown) => ({ $inArray: [col, vals] })),
+  and: vi.fn((...args: unknown[]) => ({ $and: args })),
+  desc: vi.fn((col: unknown) => ({ $desc: col })),
+  sql: vi.fn(),
+}));
+vi.mock("drizzle-orm/pg-core", () => ({
+  alias: vi.fn((table: unknown, _name: string) => table),
+}));
+
+// ── DB ────────────────────────────────────────────────────────────────────────
+vi.mock("@/app/db/db", () => ({
+  db: { get select() { return mockDbSelect; } },
+}));
+
+// ── Schemas ───────────────────────────────────────────────────────────────────
+vi.mock("@/app/db/schema/crm/hubspot_deal_table", () => ({
+  hubspotDealData: { dealId: {}, companyId: {}, coordinator: {}, designer: {} },
+}));
+vi.mock("@/app/db/schema/crm/hubspot_user_table", () => ({
+  hubspotUsers: { hubspotOwnerId: {}, firstName: {}, lastName: {} },
+}));
+vi.mock("@/app/db/schema/uploaded_files", () => ({
+  uploadedFiles: { hubsotDealId: {}, fileType: {}, measureName: {}, uprn: {} },
+}));
+vi.mock("@/app/db/schema/portfolio_organisation", () => ({
+  portfolioOrganisation: { portfolioId: {}, organisationId: {} },
+}));
+vi.mock("@/app/db/schema/organisation", () => ({
+  organisation: { id: {}, hubspotCompanyId: {} },
+}));
+vi.mock("@/app/db/schema/portfolio", () => ({
+  portfolioCapabilities: { portfolioId: {}, userId: {}, capability: {} },
+  portfolioUsers: { portfolioId: {}, userId: {}, role: {} },
+}));
+vi.mock("@/app/db/schema/approvals", () => ({
+  dealMeasureApprovals: { hubspotDealId: {}, isApproved: {}, measureName: {} },
+}));
+vi.mock("@/app/db/schema/removal_requests", () => ({
+  propertyRemovalRequests: {
+    portfolioId: {},
+    hubspotDealId: {},
+    type: {},
+    status: {},
+    requestedAt: {},
+  },
+}));
+vi.mock("@/app/db/schema/users", () => ({
+  user: { id: {}, email: {} },
+}));
+
+// ── Transforms & lib ──────────────────────────────────────────────────────────
+vi.mock("../transforms", () => ({
+  classifyDeals: vi.fn((deals: unknown[]) =>
+    deals.map((d) => ({ ...(d as object), displayStage: "Test Stage" })),
+  ),
+}));
+vi.mock("@/app/lib/measureDocumentRequirements", () => ({
+  getRequiredDocs: vi.fn(() => []),
+}));
+
+// ── DealPage component ────────────────────────────────────────────────────────
+vi.mock("./DealPage", () => ({ default: vi.fn(() => null) }));
+
+// ── Subject under test ────────────────────────────────────────────────────────
+import DealDetailPage from "./page";
+
+// ── Chain helpers ─────────────────────────────────────────────────────────────
+
+// Generic chain: .limit(n) resolves to limitResult; awaiting without .limit
+// resolves to directResult (thenable).
+function makeSelectChain(
+  limitResult: unknown[] = [],
+  directResult: unknown[] = [],
+) {
+  const self: Record<string, unknown> = {};
+  self.then = (
+    resolve: (v: unknown) => unknown,
+    reject: (e: unknown) => unknown,
+  ) => Promise.resolve(directResult).then(resolve, reject);
+  self.from = vi.fn(() => self);
+  self.innerJoin = vi.fn(() => self);
+  self.leftJoin = vi.fn(() => self);
+  self.where = vi.fn(() => self);
+  self.orderBy = vi.fn(() => self);
+  self.limit = vi.fn(() => Promise.resolve(limitResult));
+  return self;
+}
+
+// Deal chain: inspects the WHERE argument's JSON to decide what to return.
+// Returns dealRow only when the condition includes $inArray, i.e. after fix.
+// Before fix, eq() produces $eq and the deal is not found (empty result).
+function makeDealChain(dealRow: Record<string, unknown>) {
+  let conditionUsesInArray = false;
+  const self: Record<string, unknown> = {};
+  self.then = (
+    resolve: (v: unknown) => unknown,
+    reject: (e: unknown) => unknown,
+  ) => Promise.resolve([]).then(resolve, reject);
+  self.from = vi.fn(() => self);
+  self.leftJoin = vi.fn(() => self);
+  self.where = vi.fn((condition: unknown) => {
+    conditionUsesInArray = JSON.stringify(condition).includes('"$inArray"');
+    return self;
+  });
+  self.orderBy = vi.fn(() => self);
+  self.limit = vi.fn(() =>
+    Promise.resolve(conditionUsesInArray ? [dealRow] : []),
+  );
+  return self;
+}
+
+// ── Fixtures ──────────────────────────────────────────────────────────────────
+
+const DEAL_COMPANY = "86970043613";
+const OTHER_COMPANIES = ["262091354351", "86797211838"];
+const DEAL_ID = "489569618109";
+const PORTFOLIO_ID = "737";
+
+const mockDealRow = {
+  deal: {
+    id: "1",
+    dealId: DEAL_ID,
+    dealname: "Test Property",
+    dealstage: "test",
+    companyId: DEAL_COMPANY,
+    projectCode: null,
+    landlordPropertyId: null,
+    uprn: null,
+    outcome: null,
+    outcomeNotes: null,
+    majorConditionIssueDescription: null,
+    majorConditionIssuePhotos: null,
+    majorConditionIssuePhotosS3: null,
+    coordinationStatus: null,
+    designStatus: null,
+    pashubLink: null,
+    sharepointLink: null,
+    dampmouldGrowth: null,
+    damnpMouldAndRepairComments: null,
+    preSap: null,
+    mtpCompletionDate: null,
+    mtpReModelCompletionDate: null,
+    ioeV3CompletionDate: null,
+    proposedMeasures: null,
+    approvedPackage: null,
+    designCompletionDate: null,
+    actualMeasuresInstalled: null,
+    installer: null,
+    installerHandover: null,
+    lodgementStatus: null,
+    measuresLodgementDate: null,
+    lodgementDate: null,
+    confirmedSurveyDate: null,
+    confirmedSurveyTime: null,
+    surveyedDate: null,
+    dealType: null,
+    eiScore: null,
+    eiScorePotential: null,
+    epcSapScore: null,
+    epcSapScorePotential: null,
+    surveyType: null,
+    measuresForPibiOrdered: null,
+    pibiOrderDate: null,
+    pibiCompletedDate: null,
+    propertyHaltedDate: null,
+    propertyHaltedReason: null,
+    technicalApprovedMeasuresForInstall: null,
+    domnaSurveyType: null,
+    domnaSurveyDate: null,
+    createdAt: new Date(),
+    updatedAt: new Date(),
+  },
+  coordinator: null,
+  designer: null,
+};
+
+function setupDb() {
+  mockGetServerSession.mockResolvedValue({
+    user: { email: "test@domna.homes" },
+  });
+
+  // 1. Org lookup
+  //    limitResult  = [wrong company] — what .limit(1) returns (broken path)
+  //    directResult = all three companies — what await-without-limit returns (fixed path)
+  mockDbSelect.mockImplementationOnce(() =>
+    makeSelectChain(
+      [{ hubspotCompanyId: OTHER_COMPANIES[0] }],
+      [
+        { hubspotCompanyId: DEAL_COMPANY },
+        { hubspotCompanyId: OTHER_COMPANIES[0] },
+        { hubspotCompanyId: OTHER_COMPANIES[1] },
+      ],
+    ),
+  );
+
+  // 2. Deal lookup — returns deal only when inArray appears in the where clause
+  mockDbSelect.mockImplementationOnce(() => makeDealChain(mockDealRow));
+
+  // 3. User lookup
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([{ id: 1n }]));
+
+  // 4. Cap rows (no .limit — awaited via thenable)
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([], []));
+
+  // 5. Role row
+  mockDbSelect.mockImplementationOnce(() =>
+    makeSelectChain([{ role: "read" }]),
+  );
+
+  // 6. Approval rows (no .limit)
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([], []));
+
+  // 7. Removal rows (has .orderBy + .limit)
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([]));
+
+  // 8. Phase-1 docs (no .limit)
+  mockDbSelect.mockImplementationOnce(() => makeSelectChain([], []));
+}
+
+// ── Tests ─────────────────────────────────────────────────────────────────────
+
+describe("DealDetailPage — multi-organisation portfolio", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+  });
+
+  it("renders deal when its company is not the first linked organisation", async () => {
+    setupDb();
+    await expect(
+      DealDetailPage({
+        params: Promise.resolve({ slug: PORTFOLIO_ID, dealId: DEAL_ID }),
+      }),
+    ).resolves.toBeDefined();
+    expect(mockNotFound).not.toHaveBeenCalled();
+  });
+});
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
new file mode 100644
index 0000000..18dfe69
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
@@ -0,0 +1,194 @@
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { redirect, notFound } from "next/navigation";
+import { eq, inArray, and, desc, sql } from "drizzle-orm";
+import { db } from "@/app/db/db";
+import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
+import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation";
+import { organisation } from "@/app/db/schema/organisation";
+import { portfolioCapabilities, portfolioUsers } from "@/app/db/schema/portfolio";
+import { dealMeasureApprovals } from "@/app/db/schema/approvals";
+import { propertyRemovalRequests } from "@/app/db/schema/removal_requests";
+import { user as userTable } from "@/app/db/schema/users";
+import type { DocStatus, PortfolioCapabilityType } from "../types";
+import { deriveEffectiveRemovalState } from "../removalState";
+import { classifyDeals } from "../transforms";
+import { fetchDocsByDealId, computeDocStatusMap } from "../docStatus";
+import { coordinatorUser, designerUser, mapDbRowToHubspotDeal } from "../dealQuery";
+import type { DealRow } from "../dealQuery";
+import DealPage from "./DealPage";
+import Link from "next/link";
+
+export default async function DealDetailPage(props: {
+  params: Promise<{ slug: string; dealId: string }>;
+}) {
+  const { slug: portfolioId, dealId } = await props.params;
+  const session = await getServerSession(AuthOptions);
+
+  if (!session?.user) {
+    redirect("/");
+  }
+
+  const links = await db
+    .select({ hubspotCompanyId: organisation.hubspotCompanyId })
+    .from(portfolioOrganisation)
+    .innerJoin(
+      organisation,
+      eq(portfolioOrganisation.organisationId, organisation.id),
+    )
+    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)));
+
+  const companyIds = links
+    .map((l) => l.hubspotCompanyId)
+    .filter((id): id is string => !!id);
+
+  if (companyIds.length === 0) {
+    redirect(`/portfolio/${portfolioId}/your-projects/live`);
+  }
+
+  const rawDeals = await db
+    .select({
+      deal: hubspotDealData,
+      coordinator: sql<string | null>`CASE WHEN ${hubspotDealData.coordinator} IS NULL THEN NULL ELSE COALESCE(${coordinatorUser.firstName} || ' ' || ${coordinatorUser.lastName}, 'Domna Coordinator') END`,
+      designer: sql<string | null>`CASE WHEN ${hubspotDealData.designer} IS NULL THEN NULL ELSE COALESCE(${designerUser.firstName} || ' ' || ${designerUser.lastName}, 'Domna Designer') END`,
+    })
+    .from(hubspotDealData)
+    .leftJoin(
+      coordinatorUser,
+      eq(hubspotDealData.coordinator, coordinatorUser.hubspotOwnerId),
+    )
+    .leftJoin(
+      designerUser,
+      eq(hubspotDealData.designer, designerUser.hubspotOwnerId),
+    )
+    .where(
+      and(
+        inArray(hubspotDealData.companyId, companyIds),
+        eq(hubspotDealData.dealId, dealId),
+      ),
+    )
+    .limit(1);
+
+  if (!rawDeals.length) {
+    notFound();
+  }
+
+  const hubspotDeal = mapDbRowToHubspotDeal(rawDeals[0]);
+  const [deal] = classifyDeals([hubspotDeal]);
+
+  const userEmail = session.user.email;
+  let userCapability: PortfolioCapabilityType = [];
+  let userRole = "read";
+
+  if (userEmail) {
+    const userRow = await db
+      .select({ id: userTable.id })
+      .from(userTable)
+      .where(eq(userTable.email, userEmail))
+      .limit(1);
+
+    if (userRow[0]) {
+      const [capRows, roleRow] = await Promise.all([
+        db
+          .select({ capability: portfolioCapabilities.capability })
+          .from(portfolioCapabilities)
+          .where(
+            and(
+              eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+              eq(portfolioCapabilities.userId, userRow[0].id),
+            ),
+          ),
+        db
+          .select({ role: portfolioUsers.role })
+          .from(portfolioUsers)
+          .where(
+            and(
+              eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+              eq(portfolioUsers.userId, userRow[0].id),
+            ),
+          )
+          .limit(1),
+      ]);
+
+      userCapability = capRows
+        .map((r) => r.capability)
+        .filter(
+          (c): c is "approver" | "contractor" =>
+            c === "approver" || c === "contractor",
+        );
+      userRole = roleRow[0]?.role ?? "read";
+    }
+  }
+
+  const approvedMeasures: string[] = [];
+  const approvalRows = await db
+    .select({ measureName: dealMeasureApprovals.measureName })
+    .from(dealMeasureApprovals)
+    .where(
+      and(
+        eq(dealMeasureApprovals.hubspotDealId, dealId),
+        eq(dealMeasureApprovals.isApproved, true),
+      ),
+    );
+  approvedMeasures.push(...approvalRows.map((r) => r.measureName));
+
+  const removalRows = await db
+    .select({
+      type: propertyRemovalRequests.type,
+      status: propertyRemovalRequests.status,
+    })
+    .from(propertyRemovalRequests)
+    .where(
+      and(
+        eq(propertyRemovalRequests.portfolioId, BigInt(portfolioId)),
+        eq(propertyRemovalRequests.hubspotDealId, dealId),
+      ),
+    )
+    .orderBy(desc(propertyRemovalRequests.requestedAt))
+    .limit(1);
+
+  const removalState = removalRows[0]
+    ? deriveEffectiveRemovalState(removalRows[0])
+    : "none";
+
+  const docsByDealId = await fetchDocsByDealId([hubspotDeal], [dealId]);
+  const docStatusMap = computeDocStatusMap([hubspotDeal], docsByDealId, { [dealId]: approvedMeasures });
+  const docStatus: DocStatus = docStatusMap[dealId] ?? {
+    presentSurveyTypes: [],
+    hasSurveyDocs: false,
+    isSurveyComplete: false,
+    hasInstallDocs: false,
+    installStatus: "none",
+    measureProgress: [],
+  };
+
+  return (
+    <div className="max-w-screen-2xl mx-auto px-6 pb-10 space-y-4">
+      <div className="mb-6">
+        <nav className="flex items-center gap-1.5 text-sm text-gray-500 mb-3">
+          <Link
+            href={`/portfolio/${portfolioId}/your-projects/live`}
+            className="hover:text-brandblue transition-colors"
+          >
+            Live Projects
+          </Link>
+          <span className="text-gray-300">/</span>
+          <span className="text-gray-800 font-medium truncate max-w-xs">
+            {deal.dealname ?? dealId}
+          </span>
+        </nav>
+        <div className="h-px bg-gray-200" />
+      </div>
+      <DealPage
+        deal={deal}
+        portfolioId={portfolioId}
+        userRole={userRole}
+        userCapability={userCapability}
+        approvedMeasures={approvedMeasures}
+        docStatus={docStatus}
+        removalState={removalState}
+        userEmail={userEmail ?? ""}
+      />
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/classifyPhase.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/classifyPhase.test.ts
new file mode 100644
index 0000000..00baad7
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/classifyPhase.test.ts
@@ -0,0 +1,143 @@
+import { describe, it, expect } from "vitest";
+import {
+  applyBulkDocType,
+  selectAllUnclassified,
+  getClassifiedCount,
+  getUnclassifiedIds,
+  uploadedCountForType,
+} from "./classifyPhase";
+import type { ClassifyEntry } from "./classifyPhase";
+
+function makeEntry(overrides: Partial<ClassifyEntry> = {}): ClassifyEntry {
+  return {
+    id: "1",
+    docType: "",
+    status: "done",
+    ...overrides,
+  };
+}
+
+// ── applyBulkDocType ─────────────────────────────────────────────────────────
+
+describe("applyBulkDocType", () => {
+  it("applies docType to selected entries", () => {
+    const entries = [makeEntry({ id: "a" }), makeEntry({ id: "b" })];
+    const result = applyBulkDocType(entries, new Set(["a"]), "pre_photo");
+    expect(result.find((e) => e.id === "a")?.docType).toBe("pre_photo");
+  });
+
+  it("leaves unselected entries unchanged", () => {
+    const entries = [makeEntry({ id: "a" }), makeEntry({ id: "b", docType: "post_photo" })];
+    const result = applyBulkDocType(entries, new Set(["a"]), "pre_photo");
+    expect(result.find((e) => e.id === "b")?.docType).toBe("post_photo");
+  });
+
+  it("overwrites an existing docType on selected entry", () => {
+    const entries = [makeEntry({ id: "a", docType: "mid_photo" })];
+    const result = applyBulkDocType(entries, new Set(["a"]), "pre_photo");
+    expect(result.find((e) => e.id === "a")?.docType).toBe("pre_photo");
+  });
+
+  it("skips non-done entries even if selected", () => {
+    const entries = [makeEntry({ id: "a", status: "error" })];
+    const result = applyBulkDocType(entries, new Set(["a"]), "pre_photo");
+    expect(result.find((e) => e.id === "a")?.docType).toBe("");
+  });
+
+  it("returns same length array", () => {
+    const entries = [makeEntry({ id: "a" }), makeEntry({ id: "b" })];
+    const result = applyBulkDocType(entries, new Set(["a", "b"]), "pre_photo");
+    expect(result).toHaveLength(2);
+  });
+});
+
+// ── selectAllUnclassified ────────────────────────────────────────────────────
+
+describe("selectAllUnclassified", () => {
+  it("returns IDs of done entries with no docType", () => {
+    const entries = [makeEntry({ id: "a" }), makeEntry({ id: "b" })];
+    const ids = selectAllUnclassified(entries);
+    expect(ids).toEqual(new Set(["a", "b"]));
+  });
+
+  it("excludes already-classified entries", () => {
+    const entries = [
+      makeEntry({ id: "a", docType: "pre_photo" }),
+      makeEntry({ id: "b" }),
+    ];
+    const ids = selectAllUnclassified(entries);
+    expect(ids).toEqual(new Set(["b"]));
+  });
+
+  it("excludes non-done entries", () => {
+    const entries = [
+      makeEntry({ id: "a", status: "error" }),
+      makeEntry({ id: "b" }),
+    ];
+    const ids = selectAllUnclassified(entries);
+    expect(ids).toEqual(new Set(["b"]));
+  });
+
+  it("returns empty set when all classified", () => {
+    const entries = [makeEntry({ id: "a", docType: "pre_photo" })];
+    expect(selectAllUnclassified(entries)).toEqual(new Set());
+  });
+});
+
+// ── getClassifiedCount ───────────────────────────────────────────────────────
+
+describe("getClassifiedCount", () => {
+  it("counts done entries with a docType", () => {
+    const entries = [
+      makeEntry({ id: "a", docType: "pre_photo" }),
+      makeEntry({ id: "b" }),
+    ];
+    expect(getClassifiedCount(entries)).toBe(1);
+  });
+
+  it("returns 0 when none classified", () => {
+    expect(getClassifiedCount([makeEntry(), makeEntry({ id: "2" })])).toBe(0);
+  });
+
+  it("excludes non-done entries from count", () => {
+    const entries = [makeEntry({ id: "a", status: "error", docType: "pre_photo" })];
+    expect(getClassifiedCount(entries)).toBe(0);
+  });
+});
+
+// ── getUnclassifiedIds ───────────────────────────────────────────────────────
+
+describe("getUnclassifiedIds", () => {
+  it("returns IDs of done entries with empty docType", () => {
+    const entries = [
+      makeEntry({ id: "a" }),
+      makeEntry({ id: "b", docType: "pre_photo" }),
+    ];
+    expect(getUnclassifiedIds(entries)).toEqual(["a"]);
+  });
+
+  it("returns empty array when all classified", () => {
+    const entries = [makeEntry({ id: "a", docType: "pre_photo" })];
+    expect(getUnclassifiedIds(entries)).toEqual([]);
+  });
+});
+
+// ── uploadedCountForType ─────────────────────────────────────────────────────
+
+describe("uploadedCountForType", () => {
+  it("returns 0 when docType not in uploaded list", () => {
+    expect(uploadedCountForType(["post_photo"], "pre_photo")).toBe(0);
+  });
+
+  it("counts occurrences of docType", () => {
+    expect(uploadedCountForType(["pre_photo", "pre_photo", "post_photo"], "pre_photo")).toBe(2);
+  });
+
+  it("returns 0 for empty list", () => {
+    expect(uploadedCountForType([], "pre_photo")).toBe(0);
+  });
+
+  it("exact match only — partial strings don't count", () => {
+    expect(uploadedCountForType(["pre_photo_extra"], "pre_photo")).toBe(0);
+  });
+});
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/classifyPhase.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/classifyPhase.ts
new file mode 100644
index 0000000..fc18d04
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/classifyPhase.ts
@@ -0,0 +1,33 @@
+export type ClassifyEntry = {
+  id: string;
+  docType: string;
+  status: "queued" | "uploading" | "done" | "error";
+};
+
+export function applyBulkDocType<T extends ClassifyEntry>(
+  entries: T[],
+  selectedIds: Set<string>,
+  docType: string,
+): T[] {
+  return entries.map((e) =>
+    selectedIds.has(e.id) && e.status === "done" ? { ...e, docType } : e,
+  );
+}
+
+export function selectAllUnclassified(entries: ClassifyEntry[]): Set<string> {
+  return new Set(
+    entries.filter((e) => e.status === "done" && e.docType === "").map((e) => e.id),
+  );
+}
+
+export function getClassifiedCount(entries: ClassifyEntry[]): number {
+  return entries.filter((e) => e.status === "done" && e.docType !== "").length;
+}
+
+export function getUnclassifiedIds(entries: ClassifyEntry[]): string[] {
+  return entries.filter((e) => e.status === "done" && e.docType === "").map((e) => e.id);
+}
+
+export function uploadedCountForType(uploadedDocs: string[], docType: string): number {
+  return uploadedDocs.filter((d) => d === docType).length;
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/MeasureApprovalEditor.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/MeasureApprovalEditor.tsx
new file mode 100644
index 0000000..2fb1a34
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/MeasureApprovalEditor.tsx
@@ -0,0 +1,243 @@
+"use client";
+
+import { useState, useMemo, useEffect } from "react";
+import { useQuery, useQueryClient } from "@tanstack/react-query";
+import { ApprovalConfirmDialog } from "../ApprovalConfirmDialog";
+import type { PendingDiff } from "../ApprovalConfirmDialog";
+
+interface MeasureApprovalEditorProps {
+  dealId: string;
+  dealName: string | null;
+  portfolioId: string;
+  proposedMeasures: string[];
+  isApprover: boolean;
+}
+
+export function MeasureApprovalEditor({
+  dealId,
+  dealName,
+  portfolioId,
+  proposedMeasures,
+  isApprover,
+}: MeasureApprovalEditorProps) {
+  const queryClient = useQueryClient();
+
+  // Reuse the pibi-measures query — it already returns approvedMeasures and
+  // instructedMeasures alongside the PIBI selection.
+  const { data, isLoading } = useQuery<{
+    pibiMeasures: string[];
+    approvedMeasures: string[];
+    instructedMeasures: string[];
+  }>({
+    queryKey: ["pibiMeasures", portfolioId, dealId],
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/pibi-measures?dealId=${encodeURIComponent(dealId)}`,
+      );
+      if (!res.ok) throw new Error("Failed to fetch measures");
+      return res.json();
+    },
+    staleTime: 30_000,
+  });
+
+  const allMeasures = useMemo(() => {
+    const instructed = data?.instructedMeasures ?? [];
+    const all = [...proposedMeasures];
+    for (const m of instructed) {
+      if (!all.includes(m)) all.push(m);
+    }
+    return all;
+  }, [proposedMeasures, data?.instructedMeasures]);
+
+  const [selected, setSelected] = useState<Set<string>>(new Set());
+  const [savedSelected, setSavedSelected] = useState<Set<string>>(new Set());
+  const [initialised, setInitialised] = useState(false);
+  const [confirmOpen, setConfirmOpen] = useState(false);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  useEffect(() => {
+    if (!data) return;
+    const initial = new Set(data.approvedMeasures);
+    setSelected(new Set(initial));
+    setSavedSelected(new Set(initial));
+    setInitialised(true);
+    setError(null);
+  }, [dealId, data]);
+
+  function toggleMeasure(measure: string) {
+    if (!isApprover) return;
+    setSelected((prev) => {
+      const next = new Set(prev);
+      if (next.has(measure)) next.delete(measure);
+      else next.add(measure);
+      return next;
+    });
+  }
+
+  const pendingDiff: PendingDiff = useMemo(() => {
+    const added = allMeasures.filter((m) => selected.has(m) && !savedSelected.has(m));
+    const removed = allMeasures.filter((m) => !selected.has(m) && savedSelected.has(m));
+    return { added, removed };
+  }, [allMeasures, selected, savedSelected]);
+
+  const isDirty = pendingDiff.added.length > 0 || pendingDiff.removed.length > 0;
+
+  async function handleConfirm() {
+    setSubmitting(true);
+    setError(null);
+
+    const changes = [
+      ...pendingDiff.added.map((measureName) => ({
+        hubspotDealId: dealId,
+        measureName,
+        approved: true,
+      })),
+      ...pendingDiff.removed.map((measureName) => ({
+        hubspotDealId: dealId,
+        measureName,
+        approved: false,
+      })),
+    ];
+
+    try {
+      const res = await fetch(`/api/portfolio/${portfolioId}/approvals`, {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ changes }),
+      });
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        setError(
+          typeof json.error === "string" ? json.error : "Failed to save approvals",
+        );
+        setConfirmOpen(false);
+        return;
+      }
+      setSavedSelected(new Set(selected));
+      setConfirmOpen(false);
+      queryClient.invalidateQueries({
+        queryKey: ["pibiMeasures", portfolioId, dealId],
+      });
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "Failed to save approvals");
+      setConfirmOpen(false);
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  if (isLoading || !initialised) {
+    if (allMeasures.length === 0 && isLoading) {
+      return (
+        <p
+          data-testid="measure-approval-loading"
+          className="text-xs text-gray-400 py-2"
+        >
+          Loading…
+        </p>
+      );
+    }
+  }
+
+  if (allMeasures.length === 0) {
+    return (
+      <p className="text-xs text-gray-400 py-2">
+        No proposed measures for this property yet.
+      </p>
+    );
+  }
+
+  return (
+    <div className="space-y-3">
+      <div
+        data-testid="measure-approval-chips"
+        className="flex flex-wrap gap-2"
+      >
+        {allMeasures.map((measure) => {
+          const isApproved = selected.has(measure);
+          return (
+            <label
+              key={measure}
+              data-testid={`measure-approval-chip-${measure}`}
+              className={`flex items-center gap-1.5 px-2.5 py-1 rounded-full text-xs border transition-colors ${
+                isApprover ? "cursor-pointer" : "cursor-default"
+              } ${
+                isApproved
+                  ? "bg-brandblue/10 border-brandblue/40 text-brandblue font-medium"
+                  : "bg-gray-50 border-gray-200 text-gray-600 hover:bg-gray-100"
+              }`}
+            >
+              {isApprover && (
+                <input
+                  type="checkbox"
+                  className="sr-only"
+                  checked={isApproved}
+                  onChange={() => toggleMeasure(measure)}
+                  disabled={submitting}
+                  data-testid={`measure-approval-checkbox-${measure}`}
+                />
+              )}
+              <span
+                className={`w-3 h-3 rounded-sm border flex items-center justify-center shrink-0 ${
+                  isApproved
+                    ? "bg-brandblue border-brandblue"
+                    : "bg-white border-gray-300"
+                }`}
+              >
+                {isApproved && (
+                  <svg viewBox="0 0 10 8" className="w-2 h-2 fill-white">
+                    <path
+                      d="M1 4l3 3 5-6"
+                      stroke="white"
+                      strokeWidth="1.5"
+                      fill="none"
+                      strokeLinecap="round"
+                      strokeLinejoin="round"
+                    />
+                  </svg>
+                )}
+              </span>
+              {measure}
+            </label>
+          );
+        })}
+      </div>
+
+      {isApprover && (
+        <div className="flex items-center justify-between gap-3">
+          <p className="text-[11px] text-gray-400">
+            Tick measures to approve. Changes require confirmation before saving.
+          </p>
+          <button
+            type="button"
+            data-testid="measure-approval-save"
+            onClick={() => setConfirmOpen(true)}
+            disabled={!isDirty || submitting}
+            className="text-xs font-medium px-3 py-1.5 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
+          >
+            {submitting ? "Saving…" : "Review & Save"}
+          </button>
+        </div>
+      )}
+
+      {error && (
+        <p
+          data-testid="measure-approval-error"
+          className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg"
+        >
+          {error}
+        </p>
+      )}
+
+      <ApprovalConfirmDialog
+        open={confirmOpen}
+        pendingDiffs={{ [dealId]: pendingDiff }}
+        dealNames={{ [dealId]: dealName ?? dealId }}
+        onConfirm={handleConfirm}
+        onCancel={() => setConfirmOpen(false)}
+        isPending={submitting}
+      />
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/PibiSurveysTabContent.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/PibiSurveysTabContent.tsx
new file mode 100644
index 0000000..9064efd
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/PibiSurveysTabContent.tsx
@@ -0,0 +1,59 @@
+"use client";
+
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import type { ClassifiedDeal, PortfolioCapabilityType } from "../types";
+import { PibiSection } from "../PibiSection";
+import { SectionHeader, SECTION_TITLES } from "./primitives";
+import { SurveyRequestSection } from "./SurveyRequestSection";
+import { RemovalRequestSection } from "./RemovalRequestSection";
+
+interface PibiSurveysTabContentProps {
+  deal: ClassifiedDeal;
+  portfolioId: string;
+  userRole: string;
+  userCapability: PortfolioCapabilityType;
+}
+
+export function PibiSurveysTabContent({
+  deal,
+  portfolioId,
+  userRole,
+  userCapability,
+}: PibiSurveysTabContentProps) {
+  const isApprover = userCapability.includes("approver");
+
+  return (
+    <>
+      <div>
+        <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
+        <PibiSection
+          dealId={deal.dealId}
+          portfolioId={portfolioId}
+          proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+          canEdit={isApprover}
+        />
+      </div>
+      <div className="border-t border-gray-100 pt-4">
+        <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
+          Survey Request
+        </h3>
+        <SurveyRequestSection
+          dealId={deal.dealId}
+          portfolioId={portfolioId}
+          canEdit={isApprover}
+        />
+      </div>
+      <div className="border-t border-gray-100 pt-4">
+        <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
+          Project Removal
+        </h3>
+        <RemovalRequestSection
+          dealId={deal.dealId}
+          portfolioId={portfolioId}
+          userRole={userRole}
+          userCapability={userCapability}
+        />
+      </div>
+    </>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/RemovalRequestSection.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/RemovalRequestSection.tsx
new file mode 100644
index 0000000..0977ada
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/RemovalRequestSection.tsx
@@ -0,0 +1,306 @@
+"use client";
+
+import { useState } from "react";
+import { useQuery, useQueryClient } from "@tanstack/react-query";
+import { Trash2, RotateCcw } from "lucide-react";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+} from "@/app/shadcn_components/ui/dialog";
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from "@/app/shadcn_components/ui/tooltip";
+import type { PortfolioCapabilityType, RemovalRequest } from "../types";
+import { WRITE_ROLES, formatDateTime } from "./primitives";
+
+export function RemovalRequestSection({
+  dealId,
+  portfolioId,
+  userRole,
+  userCapability,
+}: {
+  dealId: string;
+  portfolioId: string;
+  userRole: string;
+  userCapability: PortfolioCapabilityType;
+}) {
+  const queryClient = useQueryClient();
+  const [dialogType, setDialogType] = useState<"removal" | "re_addition" | null>(null);
+  const [reason, setReason] = useState("");
+  const [submitting, setSubmitting] = useState(false);
+  const [reviewing, setReviewing] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  const canRequest = WRITE_ROLES.includes(userRole);
+  const isApprover = userCapability.includes("approver");
+
+  const { data, isLoading } = useQuery<{ requests: RemovalRequest[] }>({
+    queryKey: ["removalRequests", portfolioId, dealId],
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/removal-requests?dealId=${dealId}`,
+      );
+      if (!res.ok) throw new Error("Failed to fetch removal requests");
+      return res.json();
+    },
+    staleTime: 30_000,
+  });
+
+  const latest = data?.requests?.[0] ?? null;
+
+  type EffectiveState = "active" | "pending_removal" | "removed" | "pending_re_addition";
+  const effectiveState: EffectiveState = (() => {
+    if (!latest) return "active";
+    if (latest.status === "pending") {
+      return latest.type === "re_addition" ? "pending_re_addition" : "pending_removal";
+    }
+    if (latest.type === "removal" && latest.status === "approved") return "removed";
+    if (latest.type === "re_addition" && latest.status === "declined") return "removed";
+    return "active";
+  })();
+
+  const pendingRequest = latest?.status === "pending" ? latest : null;
+  const latestResolvedRequest = latest?.status !== "pending" ? latest : null;
+
+  function closeDialog() {
+    setDialogType(null);
+    setReason("");
+    setError(null);
+  }
+
+  async function handleSubmit() {
+    if (!reason.trim() || !dialogType) return;
+    setSubmitting(true);
+    setError(null);
+    try {
+      const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ hubspotDealId: dealId, reason: reason.trim(), type: dialogType }),
+      });
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        setError(json.error ?? "Failed to submit request");
+        return;
+      }
+      closeDialog();
+      queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] });
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  async function handleReview(requestId: string, action: "approved" | "declined") {
+    setReviewing(true);
+    setError(null);
+    try {
+      const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, {
+        method: "PATCH",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ requestId: Number(requestId), action }),
+      });
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        setError(json.error ?? "Failed to review request");
+        return;
+      }
+      queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] });
+    } finally {
+      setReviewing(false);
+    }
+  }
+
+  function resolvedLabel(req: RemovalRequest): string {
+    if (req.type === "re_addition") {
+      return req.status === "approved" ? "Re-addition Approved" : "Re-addition Declined";
+    }
+    return req.status === "approved" ? "Removal Approved" : "Removal Declined";
+  }
+
+  if (isLoading) {
+    return <p className="text-xs text-gray-400 py-2">Loading…</p>;
+  }
+
+  return (
+    <div className="space-y-3">
+      {error && (
+        <p className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg">{error}</p>
+      )}
+
+      {pendingRequest && (
+        <div className="rounded-xl border border-amber-200 bg-amber-50 p-3.5 space-y-2">
+          <div className="flex items-center gap-2">
+            <span className="text-xs font-semibold text-amber-700 bg-amber-100 px-2 py-0.5 rounded-full border border-amber-200">
+              {pendingRequest.type === "re_addition" ? "Pending Re-addition Request" : "Pending Removal Request"}
+            </span>
+          </div>
+          <p className="text-xs text-gray-700 leading-relaxed">{pendingRequest.reason}</p>
+          <p className="text-[11px] text-gray-400">
+            Requested by <span className="font-medium text-gray-600">{pendingRequest.requestedByEmail}</span>
+            {" · "}
+            {formatDateTime(pendingRequest.requestedAt)}
+          </p>
+          {isApprover && (
+            <div className="flex gap-2 pt-1">
+              <button
+                onClick={() => handleReview(pendingRequest.id, "approved")}
+                disabled={reviewing}
+                className="flex-1 text-xs font-medium px-3 py-1.5 rounded-lg bg-emerald-600 text-white hover:bg-emerald-700 disabled:opacity-50 transition-colors"
+              >
+                {pendingRequest.type === "re_addition" ? "Approve Re-addition" : "Approve Removal"}
+              </button>
+              <button
+                onClick={() => handleReview(pendingRequest.id, "declined")}
+                disabled={reviewing}
+                className="flex-1 text-xs font-medium px-3 py-1.5 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-100 disabled:opacity-50 transition-colors"
+              >
+                Decline
+              </button>
+            </div>
+          )}
+        </div>
+      )}
+
+      {latestResolvedRequest && (
+        <div className={`rounded-xl border p-3.5 space-y-1.5 ${
+          latestResolvedRequest.status === "approved"
+            ? "border-emerald-200 bg-emerald-50"
+            : "border-gray-200 bg-gray-50"
+        }`}>
+          <div className="flex items-center gap-2">
+            <span className={`text-xs font-semibold px-2 py-0.5 rounded-full border ${
+              latestResolvedRequest.status === "approved"
+                ? "text-emerald-700 bg-emerald-100 border-emerald-200"
+                : "text-gray-600 bg-gray-100 border-gray-200"
+            }`}>
+              {resolvedLabel(latestResolvedRequest)}
+            </span>
+          </div>
+          <p className="text-xs text-gray-600 leading-relaxed">{latestResolvedRequest.reason}</p>
+          <p className="text-[11px] text-gray-400">
+            Requested by <span className="font-medium text-gray-600">{latestResolvedRequest.requestedByEmail}</span>
+            {" · "}
+            {formatDateTime(latestResolvedRequest.requestedAt)}
+          </p>
+          {latestResolvedRequest.reviewedByEmail && (
+            <p className="text-[11px] text-gray-400">
+              {latestResolvedRequest.status === "approved" ? "Approved" : "Declined"} by{" "}
+              <span className="font-medium text-gray-600">{latestResolvedRequest.reviewedByEmail}</span>
+              {latestResolvedRequest.reviewedAt && ` · ${formatDateTime(latestResolvedRequest.reviewedAt)}`}
+            </p>
+          )}
+        </div>
+      )}
+
+      {!pendingRequest && (
+        <>
+          {effectiveState === "active" && (
+            <TooltipProvider>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <span className="inline-block w-full">
+                    <button
+                      onClick={() => { if (canRequest) setDialogType("removal"); }}
+                      disabled={!canRequest}
+                      className={`w-full flex items-center justify-center gap-2 text-xs font-medium px-3 py-2 rounded-lg border transition-colors ${
+                        canRequest
+                          ? "border-red-200 text-red-600 hover:bg-red-50 bg-white"
+                          : "border-gray-100 text-gray-300 bg-gray-50 cursor-not-allowed"
+                      }`}
+                    >
+                      <Trash2 className="h-3.5 w-3.5" />
+                      Request Removal from Project
+                    </button>
+                  </span>
+                </TooltipTrigger>
+                {!canRequest && (
+                  <TooltipContent side="top" className="text-xs">
+                    Not available with read-only permissions
+                  </TooltipContent>
+                )}
+              </Tooltip>
+            </TooltipProvider>
+          )}
+
+          {effectiveState === "removed" && (
+            <TooltipProvider>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <span className="inline-block w-full">
+                    <button
+                      onClick={() => { if (canRequest) setDialogType("re_addition"); }}
+                      disabled={!canRequest}
+                      className={`w-full flex items-center justify-center gap-2 text-xs font-medium px-3 py-2 rounded-lg border transition-colors ${
+                        canRequest
+                          ? "border-blue-200 text-blue-600 hover:bg-blue-50 bg-white"
+                          : "border-gray-100 text-gray-300 bg-gray-50 cursor-not-allowed"
+                      }`}
+                    >
+                      <RotateCcw className="h-3.5 w-3.5" />
+                      Request Re-addition to Project
+                    </button>
+                  </span>
+                </TooltipTrigger>
+                {!canRequest && (
+                  <TooltipContent side="top" className="text-xs">
+                    Not available with read-only permissions
+                  </TooltipContent>
+                )}
+              </Tooltip>
+            </TooltipProvider>
+          )}
+        </>
+      )}
+
+      <Dialog open={dialogType !== null} onOpenChange={(v) => { if (!v) closeDialog(); }}>
+        <DialogContent className="max-w-md">
+          <DialogHeader>
+            <DialogTitle className="text-base font-semibold text-gray-800">
+              {dialogType === "re_addition" ? "Request Re-addition to Project" : "Request Removal from Project"}
+            </DialogTitle>
+          </DialogHeader>
+          <div className="space-y-3 py-2">
+            <p className="text-xs text-gray-500 leading-relaxed">
+              {dialogType === "re_addition"
+                ? "Please provide a reason why this property should be re-added to the project. This will be recorded for audit purposes."
+                : "Please provide a reason why this property should be removed from the project. This will be recorded for audit purposes."}
+            </p>
+            <textarea
+              className="w-full rounded-lg border border-gray-200 px-3 py-2 text-sm text-gray-800 placeholder-gray-400 focus:outline-none focus:ring-2 focus:ring-blue-200 focus:border-blue-300 resize-none"
+              placeholder={dialogType === "re_addition" ? "Reason for re-addition…" : "Reason for removal…"}
+              rows={4}
+              value={reason}
+              onChange={(e) => setReason(e.target.value)}
+            />
+            {error && <p className="text-xs text-red-600">{error}</p>}
+          </div>
+          <DialogFooter className="gap-2">
+            <button
+              onClick={closeDialog}
+              className="text-xs font-medium px-4 py-2 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 transition-colors"
+            >
+              Cancel
+            </button>
+            <button
+              onClick={handleSubmit}
+              disabled={!reason.trim() || submitting}
+              className={`text-xs font-medium px-4 py-2 rounded-lg text-white disabled:opacity-50 transition-colors ${
+                dialogType === "re_addition"
+                  ? "bg-blue-600 hover:bg-blue-700"
+                  : "bg-red-600 hover:bg-red-700"
+              }`}
+            >
+              {submitting ? "Submitting…" : "Submit Request"}
+            </button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/SurveyRequestSection.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/SurveyRequestSection.tsx
new file mode 100644
index 0000000..cea794f
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/SurveyRequestSection.tsx
@@ -0,0 +1,158 @@
+"use client";
+
+import { useState } from "react";
+import { useQuery, useQueryClient } from "@tanstack/react-query";
+import { formatDateTime } from "./primitives";
+
+const SURVEY_TYPES = [
+  { value: "technical_building_survey", label: "Technical Building Survey" },
+] as const;
+
+type SurveyRequestRecord = {
+  id: string;
+  hubspotDealId: string;
+  surveyType: string | null;
+  status: string;
+  requestedByEmail: string;
+  requestedAt: string | null;
+  fulfilledAt: string | null;
+};
+
+export function SurveyRequestSection({
+  dealId,
+  portfolioId,
+  canEdit,
+}: {
+  dealId: string;
+  portfolioId: string;
+  canEdit: boolean;
+}) {
+  const queryClient = useQueryClient();
+  const [selectedType, setSelectedType] = useState<string>(SURVEY_TYPES[0].value);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  const { data, isLoading } = useQuery<{ requests: SurveyRequestRecord[] }>({
+    queryKey: ["surveyRequests", portfolioId, dealId],
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/survey-requests?dealId=${encodeURIComponent(dealId)}`,
+      );
+      if (!res.ok) throw new Error("Failed to fetch survey requests");
+      return res.json();
+    },
+    staleTime: 30_000,
+  });
+
+  const pending = data?.requests?.find((r) => r.status === "pending") ?? null;
+  const fulfilled = (data?.requests ?? []).filter((r) => r.status === "fulfilled");
+
+  async function handleSubmit() {
+    if (submitting) return;
+    setSubmitting(true);
+    setError(null);
+    try {
+      const res = await fetch(`/api/portfolio/${portfolioId}/survey-requests`, {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ hubspotDealId: dealId, surveyType: selectedType }),
+      });
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        setError(typeof json.error === "string" ? json.error : "Failed to submit request");
+        return;
+      }
+      const json = (await res.json()) as { ok: boolean; hubspotSync?: string; hubspotError?: string };
+      if (json.hubspotSync === "failed") {
+        setError(json.hubspotError ? `Saved locally — HubSpot sync failed: ${json.hubspotError}` : "Saved locally — HubSpot sync failed");
+      }
+      queryClient.invalidateQueries({ queryKey: ["surveyRequests", portfolioId, dealId] });
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  function surveyTypeLabel(value: string | null) {
+    if (!value) return value;
+    return SURVEY_TYPES.find((t) => t.value === value)?.label ?? value;
+  }
+
+  if (isLoading) {
+    return <p className="text-xs text-gray-400 py-2">Loading…</p>;
+  }
+
+  return (
+    <div data-testid="survey-request-form" className="space-y-3">
+      {error && (
+        <p className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg">{error}</p>
+      )}
+
+      {!pending && fulfilled.length === 0 && (
+        <p className="text-xs text-gray-400 py-1">No surveys requested</p>
+      )}
+
+      {pending && (
+        <div
+          data-testid="survey-request-pending-badge"
+          className="rounded-xl border border-amber-200 bg-amber-50 p-3.5 space-y-1.5"
+        >
+          <span className="text-xs font-semibold text-amber-700 bg-amber-100 px-2 py-0.5 rounded-full border border-amber-200">
+            Survey Requested
+          </span>
+          <p className="text-xs text-gray-700 font-medium">{surveyTypeLabel(pending.surveyType)}</p>
+          <p className="text-[11px] text-gray-400">
+            Requested by{" "}
+            <span className="font-medium text-gray-600">{pending.requestedByEmail}</span>
+            {pending.requestedAt && ` · ${formatDateTime(pending.requestedAt)}`}
+          </p>
+        </div>
+      )}
+
+      {canEdit && !pending && (
+        <div className="space-y-2">
+          <label className="flex flex-col gap-1">
+            <span className="text-xs text-gray-500 font-medium">Survey type</span>
+            <select
+              data-testid="survey-request-type-select"
+              value={selectedType}
+              onChange={(e) => setSelectedType(e.target.value)}
+              disabled={submitting}
+              className="rounded-lg border border-gray-200 px-3 py-1.5 text-xs text-gray-800 focus:outline-none focus:ring-2 focus:ring-blue-200 focus:border-blue-300 bg-white"
+            >
+              {SURVEY_TYPES.map((t) => (
+                <option key={t.value} value={t.value}>{t.label}</option>
+              ))}
+            </select>
+          </label>
+          <div className="flex justify-end">
+            <button
+              data-testid="survey-request-submit"
+              type="button"
+              onClick={handleSubmit}
+              disabled={submitting}
+              className="text-xs font-medium px-3 py-1.5 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
+            >
+              {submitting ? "Submitting…" : "Request Survey"}
+            </button>
+          </div>
+        </div>
+      )}
+
+      {fulfilled.length > 0 && (
+        <div className="space-y-1.5 pt-1">
+          <p className="text-[10px] font-semibold uppercase tracking-wide text-gray-400">Past Requests</p>
+          {fulfilled.map((r) => (
+            <div key={r.id} className="rounded-lg border border-emerald-100 bg-emerald-50/50 px-3 py-2.5 space-y-1">
+              <span className="text-[10px] font-semibold text-emerald-700">Fulfilled</span>
+              <p className="text-xs text-gray-700 font-medium">{surveyTypeLabel(r.surveyType)}</p>
+              <p className="text-[11px] text-gray-400">
+                By <span className="font-medium text-gray-600">{r.requestedByEmail}</span>
+                {r.requestedAt && ` · ${formatDateTime(r.requestedAt)}`}
+              </p>
+            </div>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/index.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/index.ts
new file mode 100644
index 0000000..7319a41
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/index.ts
@@ -0,0 +1,16 @@
+export type { DrawerSection } from "./primitives";
+export {
+  SECTION_TITLES,
+  WRITE_ROLES,
+  formatDate,
+  InfoRow,
+  SectionHeader,
+  MilestoneTimeline,
+} from "./primitives";
+export { RemovalRequestSection } from "./RemovalRequestSection";
+export { SurveyRequestSection } from "./SurveyRequestSection";
+export { MeasureApprovalEditor } from "./MeasureApprovalEditor";
+export { PibiSurveysTabContent } from "./PibiSurveysTabContent";
+export { PibiDatesEditor } from "./pibi/PibiDatesEditor";
+export { PibiMeasureSelector } from "./pibi/PibiMeasureSelector";
+export { InstructMeasureEditor } from "./pibi/InstructMeasureEditor";
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/InstructMeasureEditor.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/InstructMeasureEditor.tsx
new file mode 100644
index 0000000..ae45eae
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/InstructMeasureEditor.tsx
@@ -0,0 +1,226 @@
+"use client";
+
+import { useState, useMemo, useEffect } from "react";
+import { useQuery, useQueryClient } from "@tanstack/react-query";
+import { AlertTriangle, Loader2 } from "lucide-react";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
+import { useToast } from "@/app/hooks/use-toast";
+
+interface InstructMeasureEditorProps {
+  dealId: string;
+  portfolioId: string;
+  proposedMeasures: string[];
+  canEdit: boolean;
+  outOfOrderWarning: string | null;
+  onSuccess?: () => void;
+}
+
+export function InstructMeasureEditor({
+  dealId,
+  portfolioId,
+  proposedMeasures,
+  canEdit,
+  outOfOrderWarning,
+  onSuccess,
+}: InstructMeasureEditorProps) {
+  const queryClient = useQueryClient();
+  const { toast } = useToast();
+
+  const { data: pibiData } = useQuery<{
+    pibiMeasures: string[];
+    approvedMeasures: string[];
+    instructedMeasures: string[];
+  }>({
+    queryKey: ["pibiMeasures", portfolioId, dealId],
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/pibi-measures?dealId=${encodeURIComponent(dealId)}`,
+      );
+      if (!res.ok) throw new Error("Failed to fetch measures");
+      return res.json();
+    },
+    staleTime: 30_000,
+    enabled: canEdit,
+  });
+
+  const excluded = useMemo(() => {
+    const set = new Set<string>(proposedMeasures);
+    for (const m of pibiData?.approvedMeasures ?? []) set.add(m);
+    for (const m of pibiData?.instructedMeasures ?? []) set.add(m);
+    return set;
+  }, [proposedMeasures, pibiData]);
+
+  const eligible = useMemo(
+    () => MEASURE_NAMES.filter((m) => !excluded.has(m)),
+    [excluded],
+  );
+
+  const [checked, setChecked] = useState<Set<string>>(new Set());
+  const [confirmText, setConfirmText] = useState("");
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  useEffect(() => {
+    setChecked(new Set());
+    setConfirmText("");
+    setError(null);
+  }, [dealId]);
+
+  if (!canEdit) return null;
+
+  function toggleMeasure(m: string) {
+    setChecked((prev) => {
+      const next = new Set(prev);
+      if (next.has(m)) next.delete(m);
+      else next.add(m);
+      return next;
+    });
+  }
+
+  async function handleSubmit() {
+    const measureNames = Array.from(checked);
+    if (measureNames.length === 0 || confirmText !== "confirm") return;
+    setSubmitting(true);
+    setError(null);
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/instructed-measures`,
+        {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ dealId, measureNames }),
+        },
+      );
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        setError(
+          typeof json.error === "string"
+            ? json.error
+            : "Failed to instruct measures",
+        );
+        return;
+      }
+      const json = (await res.json()) as {
+        ok: boolean;
+        hubspotSync: "ok" | "failed";
+        hubspotError?: string;
+      };
+      setChecked(new Set());
+      setConfirmText("");
+      void queryClient.invalidateQueries({ queryKey: ["pibiMeasures", portfolioId, dealId] });
+      onSuccess?.();
+      if (json.hubspotSync === "failed") {
+        toast({
+          title: "Measures instructed",
+          description: json.hubspotError
+            ? `Saved locally — HubSpot sync failed: ${json.hubspotError}`
+            : "Saved locally — HubSpot sync failed",
+          variant: "destructive",
+        });
+      } else {
+        toast({
+          title: "Measures instructed",
+          description: `${measureNames.join(", ")} ${measureNames.length === 1 ? "has" : "have"} been instructed.`,
+        });
+      }
+    } catch (err) {
+      setError(
+        err instanceof Error ? err.message : "Failed to instruct measures",
+      );
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  const hasSelection = checked.size > 0;
+  const canSubmit = hasSelection && confirmText === "confirm" && !submitting;
+
+  return (
+    <div className="space-y-3">
+      {outOfOrderWarning && (
+        <div
+          data-testid="instruct-measure-warning"
+          className="flex items-start gap-2 text-xs text-amber-800 bg-amber-50 border border-amber-200 px-3 py-2 rounded-lg"
+        >
+          <AlertTriangle className="h-3.5 w-3.5 mt-0.5 shrink-0" />
+          <span>{outOfOrderWarning}</span>
+        </div>
+      )}
+      <div className="flex flex-col gap-1">
+        <span className="text-xs text-gray-500 font-medium">Instruct measures</span>
+        {eligible.length === 0 ? (
+          <p className="text-xs text-gray-400 italic">All measures already proposed or approved.</p>
+        ) : (
+          <div
+            data-testid="instruct-measure-checklist"
+            className="flex flex-col gap-0.5 max-h-48 overflow-y-auto rounded-lg border border-gray-200 p-2"
+          >
+            {eligible.map((m) => (
+              <label
+                key={m}
+                className="flex items-center gap-2 px-2 py-1 rounded cursor-pointer hover:bg-gray-50 text-xs text-gray-800"
+              >
+                <input
+                  type="checkbox"
+                  checked={checked.has(m)}
+                  onChange={() => toggleMeasure(m)}
+                  disabled={submitting}
+                  className="accent-brandblue"
+                />
+                {m}
+              </label>
+            ))}
+          </div>
+        )}
+      </div>
+
+      {hasSelection && (
+        <div className="space-y-2 border-t border-gray-100 pt-3">
+          <div className="flex flex-wrap gap-1">
+            {Array.from(checked).map((m) => (
+              <span
+                key={m}
+                className="px-2 py-0.5 rounded-full text-[11px] bg-blue-50 border border-blue-200 text-blue-700"
+              >
+                {m}
+              </span>
+            ))}
+          </div>
+          <label className="flex flex-col gap-1">
+            <span className="text-xs text-gray-500">
+              Type <span className="font-mono font-semibold">confirm</span> to instruct
+            </span>
+            <input
+              data-testid="instruct-measure-confirm-input"
+              type="text"
+              value={confirmText}
+              onChange={(e) => setConfirmText(e.target.value)}
+              disabled={submitting}
+              placeholder="confirm"
+              className="rounded-lg border border-gray-200 px-3 py-1.5 text-xs text-gray-800 focus:outline-none focus:ring-2 focus:ring-blue-200 focus:border-blue-300 w-full"
+            />
+          </label>
+          <button
+            type="button"
+            data-testid="instruct-measure-submit"
+            onClick={handleSubmit}
+            disabled={!canSubmit}
+            className="flex items-center gap-1.5 text-xs font-medium px-3 py-1.5 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
+          >
+            {submitting && <Loader2 className="h-3.5 w-3.5 animate-spin" />}
+            {submitting ? "Instructing…" : `Instruct ${checked.size} measure${checked.size === 1 ? "" : "s"}`}
+          </button>
+        </div>
+      )}
+
+      {error && (
+        <p
+          data-testid="instruct-measure-error"
+          className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg"
+        >
+          {error}
+        </p>
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/PibiDatesEditor.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/PibiDatesEditor.tsx
new file mode 100644
index 0000000..ba5415f
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/PibiDatesEditor.tsx
@@ -0,0 +1,200 @@
+"use client";
+
+import { useState, useMemo, useEffect } from "react";
+import { InfoRow, formatDate } from "../primitives";
+
+function toDateInputValue(d: Date | string | null | undefined): string {
+  if (!d) return "";
+  try {
+    const date = typeof d === "string" ? new Date(d) : d;
+    if (Number.isNaN(date.getTime())) return "";
+    const yyyy = date.getUTCFullYear();
+    const mm = String(date.getUTCMonth() + 1).padStart(2, "0");
+    const dd = String(date.getUTCDate()).padStart(2, "0");
+    return `${yyyy}-${mm}-${dd}`;
+  } catch {
+    return "";
+  }
+}
+
+function dateInputToIso(value: string): string | null {
+  if (!value) return null;
+  return new Date(`${value}T00:00:00.000Z`).toISOString();
+}
+
+interface PibiDatesEditorProps {
+  dealId: string;
+  portfolioId: string;
+  initialOrderDate: Date | string | null;
+  initialCompletedDate: Date | string | null;
+  canEdit: boolean;
+}
+
+export function PibiDatesEditor({
+  dealId,
+  portfolioId,
+  initialOrderDate,
+  initialCompletedDate,
+  canEdit,
+}: PibiDatesEditorProps) {
+  const initialOrder = useMemo(
+    () => toDateInputValue(initialOrderDate),
+    [initialOrderDate],
+  );
+  const initialCompleted = useMemo(
+    () => toDateInputValue(initialCompletedDate),
+    [initialCompletedDate],
+  );
+
+  const [orderValue, setOrderValue] = useState(initialOrder);
+  const [completedValue, setCompletedValue] = useState(initialCompleted);
+  const [savedOrder, setSavedOrder] = useState(initialOrder);
+  const [savedCompleted, setSavedCompleted] = useState(initialCompleted);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  useEffect(() => {
+    setOrderValue(initialOrder);
+    setSavedOrder(initialOrder);
+  }, [initialOrder]);
+  useEffect(() => {
+    setCompletedValue(initialCompleted);
+    setSavedCompleted(initialCompleted);
+  }, [initialCompleted]);
+
+  const dirty =
+    orderValue !== savedOrder || completedValue !== savedCompleted;
+
+  async function handleSave() {
+    if (!dirty) return;
+    setSubmitting(true);
+    setError(null);
+    const fields: Record<string, string | null> = {};
+    if (orderValue !== savedOrder) {
+      fields.pibi_order_date = dateInputToIso(orderValue);
+    }
+    if (completedValue !== savedCompleted) {
+      fields.pibi_completed_date = dateInputToIso(completedValue);
+    }
+    const prevOrder = savedOrder;
+    const prevCompleted = savedCompleted;
+    setSavedOrder(orderValue);
+    setSavedCompleted(completedValue);
+
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/deal-properties`,
+        {
+          method: "PATCH",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ dealId, fields }),
+        },
+      );
+      if (!res.ok) {
+        setSavedOrder(prevOrder);
+        setSavedCompleted(prevCompleted);
+        setOrderValue(prevOrder);
+        setCompletedValue(prevCompleted);
+        const json = await res.json().catch(() => ({}));
+        setError(
+          typeof json.error === "string"
+            ? json.error
+            : "Failed to update PIBI dates",
+        );
+        return;
+      }
+      const json = (await res.json()) as {
+        results: Record<string, { ok: boolean; error?: string }>;
+        hubspotSync: "ok" | "failed" | "skipped";
+        hubspotError?: string;
+      };
+      const fieldErrors = Object.entries(json.results ?? {})
+        .filter(([, r]) => !r.ok)
+        .map(([k, r]) => `${k}: ${r.error ?? "rejected"}`);
+      if (fieldErrors.length > 0) {
+        setError(fieldErrors.join("; "));
+      } else if (json.hubspotSync === "failed") {
+        setError(
+          json.hubspotError
+            ? `Saved locally — HubSpot sync failed: ${json.hubspotError}`
+            : "Saved locally — HubSpot sync failed",
+        );
+      }
+    } catch (err) {
+      setSavedOrder(prevOrder);
+      setSavedCompleted(prevCompleted);
+      setOrderValue(prevOrder);
+      setCompletedValue(prevCompleted);
+      setError(err instanceof Error ? err.message : "Failed to update PIBI dates");
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  if (!canEdit) {
+    return (
+      <div className="divide-y divide-gray-50">
+        <InfoRow label="PIBI Order Date" value={formatDate(initialOrderDate)} />
+        <InfoRow
+          label="PIBI Completed Date"
+          value={formatDate(initialCompletedDate)}
+        />
+      </div>
+    );
+  }
+
+  return (
+    <div className="space-y-3">
+      <div className="grid grid-cols-1 sm:grid-cols-2 gap-3">
+        <label className="flex flex-col gap-1">
+          <span className="text-xs text-gray-500 font-medium">
+            PIBI Order Date
+          </span>
+          <input
+            type="date"
+            data-testid="pibi-order-date-input"
+            value={orderValue}
+            onChange={(e) => setOrderValue(e.target.value)}
+            disabled={submitting}
+            className="rounded-lg border border-gray-200 px-3 py-1.5 text-xs text-gray-800 focus:outline-none focus:ring-2 focus:ring-blue-200 focus:border-blue-300"
+          />
+        </label>
+        <label className="flex flex-col gap-1">
+          <span className="text-xs text-gray-500 font-medium">
+            PIBI Completed Date
+          </span>
+          <input
+            type="date"
+            data-testid="pibi-completed-date-input"
+            value={completedValue}
+            onChange={(e) => setCompletedValue(e.target.value)}
+            disabled={submitting}
+            className="rounded-lg border border-gray-200 px-3 py-1.5 text-xs text-gray-800 focus:outline-none focus:ring-2 focus:ring-blue-200 focus:border-blue-300"
+          />
+        </label>
+      </div>
+      <div className="flex items-center justify-between gap-3">
+        <p className="text-[11px] text-gray-400">
+          Pick the actual date — leave blank to clear. Changes sync to HubSpot.
+        </p>
+        <button
+          type="button"
+          data-testid="pibi-save-button"
+          onClick={handleSave}
+          disabled={!dirty || submitting}
+          className="text-xs font-medium px-3 py-1.5 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
+        >
+          {submitting ? "Saving…" : "Save PIBI Dates"}
+        </button>
+      </div>
+      {error && (
+        <p
+          data-testid="pibi-error"
+          className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg"
+        >
+          {error}
+        </p>
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/PibiMeasureSelector.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/PibiMeasureSelector.tsx
new file mode 100644
index 0000000..dc65dcb
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/PibiMeasureSelector.tsx
@@ -0,0 +1,216 @@
+"use client";
+
+import { useState, useMemo, useEffect } from "react";
+import { useQuery, useQueryClient } from "@tanstack/react-query";
+
+interface PibiMeasureSelectorProps {
+  dealId: string;
+  portfolioId: string;
+  proposedMeasures: string[];
+  canEdit: boolean;
+}
+
+export function PibiMeasureSelector({
+  dealId,
+  portfolioId,
+  proposedMeasures,
+  canEdit,
+}: PibiMeasureSelectorProps) {
+  const queryClient = useQueryClient();
+
+  const { data, isLoading } = useQuery<{
+    pibiMeasures: string[];
+    approvedMeasures: string[];
+    instructedMeasures: string[];
+  }>({
+    queryKey: ["pibiMeasures", portfolioId, dealId],
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/pibi-measures?dealId=${encodeURIComponent(dealId)}`,
+      );
+      if (!res.ok) throw new Error("Failed to fetch PIBI measures");
+      return res.json();
+    },
+    staleTime: 30_000,
+  });
+
+  const allMeasures = useMemo(() => {
+    const instructed = data?.instructedMeasures ?? [];
+    const all = [...proposedMeasures];
+    for (const m of instructed) {
+      if (!all.includes(m)) all.push(m);
+    }
+    return all;
+  }, [proposedMeasures, data?.instructedMeasures]);
+
+  const [selected, setSelected] = useState<Set<string>>(new Set());
+  const [initialised, setInitialised] = useState(false);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  useEffect(() => {
+    if (!data) return;
+    const initial =
+      data.pibiMeasures.length > 0
+        ? data.pibiMeasures
+        : data.approvedMeasures;
+    setSelected(new Set(initial));
+    setInitialised(true);
+    setError(null);
+  }, [dealId, data]);
+
+  function toggleMeasure(measure: string) {
+    setSelected((prev) => {
+      const next = new Set(prev);
+      if (next.has(measure)) {
+        next.delete(measure);
+      } else {
+        next.add(measure);
+      }
+      return next;
+    });
+  }
+
+  async function handleSave() {
+    setSubmitting(true);
+    setError(null);
+    const measureNames = Array.from(selected);
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/pibi-measures`,
+        {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ dealId, measureNames }),
+        },
+      );
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        setError(
+          typeof json.error === "string"
+            ? json.error
+            : "Failed to save PIBI selections",
+        );
+        return;
+      }
+      const json = (await res.json()) as {
+        ok: boolean;
+        hubspotSync: "ok" | "failed";
+        hubspotError?: string;
+      };
+      if (json.hubspotSync === "failed") {
+        setError(
+          json.hubspotError
+            ? `Saved locally — HubSpot sync failed: ${json.hubspotError}`
+            : "Saved locally — HubSpot sync failed",
+        );
+      }
+      queryClient.invalidateQueries({
+        queryKey: ["pibiMeasures", portfolioId, dealId],
+      });
+    } catch (err) {
+      setError(
+        err instanceof Error ? err.message : "Failed to save PIBI selections",
+      );
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  if (!canEdit) return null;
+
+  if (isLoading || !initialised) {
+    return (
+      <p
+        data-testid="pibi-selector-loading"
+        className="text-xs text-gray-400 py-2"
+      >
+        Loading…
+      </p>
+    );
+  }
+
+  if (allMeasures.length === 0) {
+    return (
+      <p className="text-xs text-gray-400 py-2">
+        No measures associated with this deal yet.
+      </p>
+    );
+  }
+
+  return (
+    <div className="space-y-3">
+      <p className="text-xs text-gray-500 font-medium">PIBI Measure Selection</p>
+      <div
+        data-testid="pibi-measure-selector"
+        className="flex flex-wrap gap-2"
+      >
+        {allMeasures.map((measure) => {
+          const checked = selected.has(measure);
+          const isApproved = (data?.approvedMeasures ?? []).includes(measure);
+          return (
+            <label
+              key={measure}
+              data-testid={`pibi-measure-option-${measure}`}
+              className={`flex items-center gap-1.5 cursor-pointer px-2.5 py-1 rounded-full text-xs border transition-colors ${
+                checked
+                  ? "bg-brandblue/10 border-brandblue/40 text-brandblue font-medium"
+                  : "bg-gray-50 border-gray-200 text-gray-600 hover:bg-gray-100"
+              }`}
+            >
+              <input
+                type="checkbox"
+                className="sr-only"
+                checked={checked}
+                onChange={() => toggleMeasure(measure)}
+                disabled={submitting}
+                data-testid={`pibi-measure-checkbox-${measure}`}
+              />
+              <span
+                className={`w-3 h-3 rounded-sm border flex items-center justify-center shrink-0 ${
+                  checked
+                    ? "bg-brandblue border-brandblue"
+                    : "bg-white border-gray-300"
+                }`}
+              >
+                {checked && (
+                  <svg viewBox="0 0 10 8" className="w-2 h-2 fill-white">
+                    <path d="M1 4l3 3 5-6" stroke="white" strokeWidth="1.5" fill="none" strokeLinecap="round" strokeLinejoin="round" />
+                  </svg>
+                )}
+              </span>
+              {measure}
+              {isApproved && (
+                <span className="text-[10px] text-emerald-600 font-semibold ml-0.5">
+                  ✓
+                </span>
+              )}
+            </label>
+          );
+        })}
+      </div>
+      <div className="flex items-center justify-between gap-3">
+        <p className="text-[11px] text-gray-400">
+          Tick measures going for PIBI. Approved measures are pre-ticked (✓).
+        </p>
+        <button
+          type="button"
+          data-testid="pibi-selector-save"
+          onClick={handleSave}
+          disabled={submitting}
+          className="text-xs font-medium px-3 py-1.5 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
+        >
+          {submitting ? "Saving…" : "Save PIBI Selections"}
+        </button>
+      </div>
+      {error && (
+        <p
+          data-testid="pibi-selector-error"
+          className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg"
+        >
+          {error}
+        </p>
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/primitives.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/primitives.tsx
new file mode 100644
index 0000000..844f73c
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/primitives.tsx
@@ -0,0 +1,140 @@
+"use client";
+
+import { CheckCircle2, Circle } from "lucide-react";
+import type { ClassifiedDeal } from "../types";
+
+export type DrawerSection = "survey" | "measures" | "pibi" | "domna" | "technical";
+
+export const SECTION_TITLES: Record<DrawerSection, string> = {
+  survey: "Survey",
+  measures: "Measures",
+  pibi: "PIBI",
+  domna: "Domna Survey",
+  technical: "Technical Approved",
+};
+
+export const WRITE_ROLES = ["creator", "admin", "write"];
+
+export function formatDate(d: Date | string | null | undefined): string | null {
+  if (!d) return null;
+  try {
+    return new Date(d).toLocaleDateString("en-GB", {
+      day: "numeric",
+      month: "short",
+      year: "numeric",
+    });
+  } catch {
+    return null;
+  }
+}
+
+export function formatDateTime(d: string | Date | null | undefined): string {
+  if (!d) return "";
+  try {
+    return new Date(d).toLocaleString("en-GB", {
+      day: "numeric",
+      month: "short",
+      year: "numeric",
+      hour: "2-digit",
+      minute: "2-digit",
+    });
+  } catch {
+    return "";
+  }
+}
+
+export function InfoRow({ label, value }: { label: string; value: React.ReactNode }) {
+  if (!value) return null;
+  return (
+    <div className="flex items-start gap-3 py-2 border-b border-gray-50 last:border-0">
+      <span className="text-xs text-gray-400 font-medium w-32 shrink-0 pt-0.5">{label}</span>
+      <span className="text-xs text-gray-700 flex-1 leading-relaxed">{value}</span>
+    </div>
+  );
+}
+
+export function SectionHeader({ id, label }: { id: string; label: string }) {
+  return (
+    <h3
+      data-testid={`drawer-section-${id}`}
+      className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3"
+    >
+      {label}
+    </h3>
+  );
+}
+
+const MILESTONES: { label: string; field: keyof ClassifiedDeal; sublabel?: string }[] = [
+  { label: "Booking Confirmed",    field: "confirmedSurveyDate" },
+  { label: "Assessment Completed", field: "surveyedDate" },
+  { label: "Coordination (V1)",    field: "ioeV1Date",            sublabel: "IOE/MTP V1" },
+  { label: "Coordination (V2)",    field: "ioeV2Date",            sublabel: "IOE/MTP V2" },
+  { label: "Design Completed",     field: "designDate" },
+  { label: "Measures Lodged",      field: "measuresLodgementDate" },
+  { label: "Stage 1 Lodgement",    field: "fullLodgementDate" },
+];
+
+export function MilestoneTimeline({ deal }: { deal: ClassifiedDeal }) {
+  const milestones = MILESTONES.map((m) => ({
+    ...m,
+    date: formatDate(deal[m.field] as Date | string | null),
+  }));
+
+  const lastCompletedIdx = milestones.reduce((acc, m, i) => (m.date ? i : acc), -1);
+
+  return (
+    <div className="relative">
+      {milestones.map((m, i) => {
+        const completed = !!m.date;
+        const isLast = i === milestones.length - 1;
+
+        return (
+          <div key={m.field} className="flex items-stretch gap-3">
+            <div className="flex flex-col items-center w-5 shrink-0">
+              <div className={`relative z-10 flex items-center justify-center w-5 h-5 rounded-full border-2 mt-0.5 transition-all duration-300 ${
+                completed
+                  ? "bg-brandmidblue border-brandmidblue"
+                  : i <= lastCompletedIdx + 1
+                    ? "bg-white border-brandblue/30"
+                    : "bg-white border-gray-200"
+              }`}>
+                {completed ? (
+                  <CheckCircle2 className="h-3 w-3 text-white" />
+                ) : (
+                  <Circle className={`h-2 w-2 ${i <= lastCompletedIdx + 1 ? "text-brandblue/40" : "text-gray-300"}`} />
+                )}
+              </div>
+              {!isLast && (
+                <div className={`w-0.5 flex-1 my-0.5 ${
+                  completed && milestones[i + 1]?.date ? "bg-brandmidblue/40" : "bg-gray-100"
+                }`} />
+              )}
+            </div>
+
+            <div className={`pb-4 flex-1 min-w-0 ${isLast ? "pb-0" : ""}`}>
+              <div className="flex items-start justify-between gap-2">
+                <div>
+                  <p className={`text-xs font-semibold leading-tight ${
+                    completed ? "text-gray-800" : "text-gray-400"
+                  }`}>
+                    {m.label}
+                  </p>
+                  {m.sublabel && (
+                    <p className="text-[10px] text-gray-400 mt-0.5">{m.sublabel}</p>
+                  )}
+                </div>
+                {m.date ? (
+                  <span className="text-[11px] font-medium text-brandmidblue bg-brandlightblue/60 px-2 py-0.5 rounded-full shrink-0 whitespace-nowrap">
+                    {m.date}
+                  </span>
+                ) : (
+                  <span className="text-[11px] text-gray-300 shrink-0">Pending</span>
+                )}
+              </div>
+            </div>
+          </div>
+        );
+      })}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/dealQuery.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/dealQuery.ts
new file mode 100644
index 0000000..ed215a0
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/dealQuery.ts
@@ -0,0 +1,73 @@
+import { alias } from "drizzle-orm/pg-core";
+import { hubspotUsers } from "@/app/db/schema/crm/hubspot_user_table";
+import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
+import type { HubspotDeal } from "./types";
+import type { InferSelectModel } from "drizzle-orm";
+
+export const coordinatorUser = alias(hubspotUsers, "coordinator_user");
+export const designerUser = alias(hubspotUsers, "designer_user");
+
+export type DealRow = {
+  deal: InferSelectModel<typeof hubspotDealData>;
+  coordinator: string | null;
+  designer: string | null;
+};
+
+export function mapDbRowToHubspotDeal(row: DealRow): HubspotDeal {
+  const d = row.deal;
+  return {
+    id: d.id,
+    dealId: d.dealId,
+    dealname: d.dealname,
+    dealstage: d.dealstage,
+    companyId: d.companyId,
+    projectCode: d.projectCode,
+    landlordPropertyId: d.landlordPropertyId,
+    uprn: d.uprn,
+    outcome: d.outcome,
+    outcomeNotes: d.outcomeNotes,
+    majorConditionIssueDescription: d.majorConditionIssueDescription,
+    majorConditionIssuePhotos: d.majorConditionIssuePhotos,
+    majorConditionIssuePhotosS3: d.majorConditionIssuePhotosS3,
+    coordinationStatus: d.coordinationStatus,
+    designStatus: d.designStatus,
+    pashubLink: d.pashubLink,
+    sharepointLink: d.sharepointLink,
+    dampMouldFlag: d.dampmouldGrowth,
+    dampMouldAndRepairComments: d.damnpMouldAndRepairComments,
+    preSapScore: d.preSap,
+    coordinator: row.coordinator,
+    ioeV1Date: d.mtpCompletionDate,
+    ioeV2Date: d.mtpReModelCompletionDate,
+    ioeV3Date: d.ioeV3CompletionDate,
+    proposedMeasures: d.proposedMeasures,
+    approvedPackage: d.approvedPackage,
+    designer: row.designer,
+    designDate: d.designCompletionDate,
+    actualMeasuresInstalled: d.actualMeasuresInstalled,
+    installer: d.installer,
+    installerHandover: d.installerHandover,
+    lodgementStatus: d.lodgementStatus,
+    measuresLodgementDate: d.measuresLodgementDate,
+    fullLodgementDate: d.lodgementDate,
+    confirmedSurveyDate: d.confirmedSurveyDate,
+    confirmedSurveyTime: d.confirmedSurveyTime,
+    surveyedDate: d.surveyedDate,
+    designType: d.dealType,
+    eiScore: d.eiScore,
+    eiScorePotential: d.eiScorePotential,
+    epcSapScore: d.epcSapScore,
+    epcSapScorePotential: d.epcSapScorePotential,
+    surveyType: d.surveyType,
+    measuresForPibiOrdered: d.measuresForPibiOrdered,
+    pibiOrderDate: d.pibiOrderDate,
+    pibiCompletedDate: d.pibiCompletedDate,
+    propertyHaltedDate: d.propertyHaltedDate,
+    propertyHaltedReason: d.propertyHaltedReason,
+    technicalApprovedMeasuresForInstall: d.technicalApprovedMeasuresForInstall,
+    domnaSurveyType: d.domnaSurveyType,
+    domnaSurveyDate: d.domnaSurveyDate,
+    createdAt: d.createdAt,
+    updatedAt: d.updatedAt,
+  };
+}
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
new file mode 100644
index 0000000..e04ccb6
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.test.ts
@@ -0,0 +1,168 @@
+import { describe, it, expect } from "vitest";
+import { computeDocStatusMap } from "./docStatus";
+import { EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES } from "./types";
+import type { HubspotDeal, ApprovalsByDeal } from "./types";
+
+function makeDeal(overrides: Partial<HubspotDeal> = {}): 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,
+    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,
+    surveyType: null,
+    measuresForPibiOrdered: null,
+    pibiOrderDate: null,
+    pibiCompletedDate: null,
+    propertyHaltedDate: null,
+    propertyHaltedReason: null,
+    technicalApprovedMeasuresForInstall: null,
+    domnaSurveyType: null,
+    domnaSurveyDate: null,
+    createdAt: new Date(),
+    updatedAt: new Date(),
+    ...overrides,
+  };
+}
+
+const allSurveyDocs = EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.map((t) => ({
+  fileType: t,
+  measureName: null,
+}));
+
+describe("computeDocStatusMap", () => {
+  it("marks survey as complete when all 9 mandatory doc types are present", () => {
+    const deal = makeDeal({ dealId: "deal-1" });
+    const docs = new Map([["deal-1", allSurveyDocs]]);
+
+    const result = computeDocStatusMap([deal], docs, {});
+
+    expect(result["deal-1"].isSurveyComplete).toBe(true);
+    expect(result["deal-1"].hasSurveyDocs).toBe(true);
+  });
+
+  it("marks survey as incomplete when only some mandatory doc types are present", () => {
+    const deal = makeDeal({ dealId: "deal-1" });
+    const partialSurveyDocs = [{ fileType: "photo_pack", measureName: null }];
+    const docs = new Map([["deal-1", partialSurveyDocs]]);
+
+    const result = computeDocStatusMap([deal], docs, {});
+
+    expect(result["deal-1"].isSurveyComplete).toBe(false);
+    expect(result["deal-1"].hasSurveyDocs).toBe(true);
+  });
+
+  it("omits a deal from the map when it has no uploaded documents", () => {
+    const deal = makeDeal({ dealId: "deal-1" });
+
+    const result = computeDocStatusMap([deal], new Map(), {});
+
+    expect(result["deal-1"]).toBeUndefined();
+  });
+
+  it("uses approved measures in preference to proposed measures", () => {
+    const deal = makeDeal({ dealId: "deal-1", proposedMeasures: "CWI" });
+    const approvalsByDeal: ApprovalsByDeal = { "deal-1": ["ASHP"] };
+    const docs = new Map([["deal-1", allSurveyDocs]]);
+
+    const result = computeDocStatusMap([deal], docs, approvalsByDeal);
+
+    const measureNames = result["deal-1"].measureProgress.map((m) => m.measureName);
+    expect(measureNames).toEqual(["ASHP"]);
+    expect(measureNames).not.toContain("CWI");
+  });
+
+  describe("installStatus", () => {
+    // CWI requires only BASE_DOCS — simple to satisfy in tests
+    const cwi = "CWI";
+    const cwiRequiredDocs = [
+      "pre_photo",
+      "mid_photo",
+      "post_photo",
+      "pre_installation_building_inspection",
+      "claim_of_compliance",
+      "insurance_guarantee",
+      "workmanship_warranty",
+    ];
+
+    it('is "all" when every measure has all required install docs uploaded', () => {
+      const deal = makeDeal({ dealId: "deal-1", proposedMeasures: cwi });
+      const installDocs = cwiRequiredDocs.map((ft) => ({
+        fileType: ft,
+        measureName: cwi,
+      }));
+      const docs = new Map([["deal-1", installDocs]]);
+
+      const result = computeDocStatusMap([deal], docs, {});
+
+      expect(result["deal-1"].installStatus).toBe("all");
+    });
+
+    it('is "partial" when some (but not all) measures have docs uploaded', () => {
+      const deal = makeDeal({ dealId: "deal-1", proposedMeasures: cwi });
+      const partialInstallDocs = [{ fileType: "pre_photo", measureName: cwi }];
+      const docs = new Map([["deal-1", partialInstallDocs]]);
+
+      const result = computeDocStatusMap([deal], docs, {});
+
+      expect(result["deal-1"].installStatus).toBe("partial");
+    });
+
+    it('is "hasDocs" when install docs exist but no measures are defined on the deal', () => {
+      const deal = makeDeal({ dealId: "deal-1", proposedMeasures: null });
+      const installDocs = [{ fileType: "pre_photo", measureName: null }];
+      const docs = new Map([["deal-1", installDocs]]);
+
+      const result = computeDocStatusMap([deal], docs, {});
+
+      expect(result["deal-1"].installStatus).toBe("hasDocs");
+    });
+
+    it('is "none" when measures are defined but no install docs have been uploaded', () => {
+      const deal = makeDeal({ dealId: "deal-1", proposedMeasures: cwi });
+      // Only survey docs — no install docs
+      const docs = new Map([["deal-1", allSurveyDocs]]);
+
+      const result = computeDocStatusMap([deal], docs, {});
+
+      expect(result["deal-1"].installStatus).toBe("none");
+    });
+  });
+});
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.ts
new file mode 100644
index 0000000..1bb7960
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.ts
@@ -0,0 +1,152 @@
+import { inArray } from "drizzle-orm";
+import { db } from "@/app/db/db";
+import { uploadedFiles } from "@/app/db/schema/uploaded_files";
+import { getRequiredDocs } from "@/app/lib/measureDocumentRequirements";
+import {
+  EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES,
+  SURVEY_ALL_DOC_TYPES,
+} from "./types";
+import type {
+  HubspotDeal,
+  DocStatus,
+  DocStatusMap,
+  MeasureDocProgress,
+  ApprovalsByDeal,
+} from "./types";
+
+type DocEntry = { fileType: string; measureName: string | null };
+
+export async function fetchDocsByDealId(
+  deals: HubspotDeal[],
+  dealIds: string[],
+): Promise<Map<string, DocEntry[]>> {
+  const docsByDealId = new Map<string, DocEntry[]>();
+
+  if (dealIds.length === 0) return docsByDealId;
+
+  const phase1Rows = await db
+    .select({
+      hubsotDealId: uploadedFiles.hubsotDealId,
+      fileType: uploadedFiles.fileType,
+      measureName: uploadedFiles.measureName,
+    })
+    .from(uploadedFiles)
+    .where(inArray(uploadedFiles.hubsotDealId, dealIds));
+
+  for (const row of phase1Rows) {
+    if (!row.hubsotDealId || row.fileType === null) continue;
+    if (!docsByDealId.has(row.hubsotDealId)) docsByDealId.set(row.hubsotDealId, []);
+    docsByDealId.get(row.hubsotDealId)!.push({ fileType: row.fileType, measureName: row.measureName });
+  }
+
+  // Phase 2: UPRN fallback for deals that returned no results in phase 1
+  const dealsWithoutDocs = deals.filter((d) => !docsByDealId.has(d.dealId));
+  const fallbackUprns = dealsWithoutDocs
+    .map((d) => d.uprn)
+    .filter((u): u is string => !!u)
+    .map((u) => {
+      try { return BigInt(u); } catch { return null; }
+    })
+    .filter((u): u is bigint => u !== null);
+
+  if (fallbackUprns.length > 0) {
+    const phase2Rows = await db
+      .select({
+        uprn: uploadedFiles.uprn,
+        fileType: uploadedFiles.fileType,
+        measureName: uploadedFiles.measureName,
+      })
+      .from(uploadedFiles)
+      .where(inArray(uploadedFiles.uprn, fallbackUprns));
+
+    const uprnToDealId = new Map<string, string>(
+      dealsWithoutDocs
+        .filter((d) => d.uprn)
+        .map((d) => {
+          try { return [String(BigInt(d.uprn!)), d.dealId] as [string, string]; }
+          catch { return null; }
+        })
+        .filter((e): e is [string, string] => e !== null),
+    );
+
+    for (const row of phase2Rows) {
+      if (row.uprn === null || row.fileType === null) continue;
+      const dealId = uprnToDealId.get(String(row.uprn));
+      if (!dealId) continue;
+      if (!docsByDealId.has(dealId)) docsByDealId.set(dealId, []);
+      docsByDealId.get(dealId)!.push({ fileType: row.fileType, measureName: row.measureName });
+    }
+  }
+
+  return docsByDealId;
+}
+
+export function computeDocStatusMap(
+  deals: HubspotDeal[],
+  docsByDealId: Map<string, Array<{ fileType: string; measureName: string | null }>>,
+  approvalsByDeal: ApprovalsByDeal,
+): DocStatusMap {
+  const measuresByDealId = new Map<string, string[]>();
+  for (const deal of deals) {
+    const approved = approvalsByDeal[deal.dealId] ?? [];
+    const measures =
+      approved.length > 0
+        ? approved
+        : (deal.proposedMeasures ?? "")
+            .split(",")
+            .map((m) => m.trim())
+            .filter(Boolean);
+    measuresByDealId.set(deal.dealId, measures);
+  }
+
+  const docStatusMap: DocStatusMap = {};
+
+  for (const [dealId, docs] of docsByDealId) {
+    const surveyDocs = docs.filter((d) => SURVEY_ALL_DOC_TYPES.has(d.fileType));
+    const installDocs = docs.filter((d) => !SURVEY_ALL_DOC_TYPES.has(d.fileType));
+    const surveyTypeSet = new Set(surveyDocs.map((d) => d.fileType));
+
+    const measures = measuresByDealId.get(dealId) ?? [];
+
+    const measureProgress: MeasureDocProgress[] = measures.map((measureName) => {
+      const required = getRequiredDocs(measureName);
+      const docsForMeasure = installDocs.filter((d) => d.measureName === measureName);
+      const uploadedTypeSet = new Set(docsForMeasure.map((d) => d.fileType));
+      const uploaded = required.filter((r) => uploadedTypeSet.has(r));
+      return {
+        measureName,
+        required,
+        uploaded,
+        isComplete: uploaded.length === required.length,
+        uploadedCount: uploaded.length,
+        requiredCount: required.length,
+      };
+    });
+
+    let installStatus: DocStatus["installStatus"] = "none";
+    if (installDocs.length > 0) {
+      if (measures.length === 0) {
+        installStatus = "hasDocs";
+      } else {
+        installStatus = measureProgress.every((m) => m.isComplete)
+          ? "all"
+          : measureProgress.some((m) => m.uploadedCount > 0)
+            ? "partial"
+            : "none";
+      }
+    }
+
+    docStatusMap[dealId] = {
+      presentSurveyTypes: Array.from(surveyTypeSet),
+      hasSurveyDocs: surveyDocs.length > 0,
+      isSurveyComplete: EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.every((t) =>
+        surveyTypeSet.has(t),
+      ),
+      hasInstallDocs: installDocs.length > 0,
+      installStatus,
+      measureProgress,
+    };
+  }
+
+  return docStatusMap;
+}
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
new file mode 100644
index 0000000..31b7734
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.test.ts
@@ -0,0 +1,117 @@
+import { describe, it, expect } from "vitest";
+import { filterMeasureRows } from "./measureFilters";
+import type { ClassifiedDeal } from "./types";
+
+function makeDeal(overrides: Partial<ClassifiedDeal> = {}): ClassifiedDeal {
+  return {
+    id: "1",
+    dealId: "deal-1",
+    dealname: "1 Test Street",
+    dealstage: null,
+    companyId: null,
+    projectCode: null,
+    landlordPropertyId: "LP001",
+    uprn: null,
+    outcome: null,
+    outcomeNotes: null,
+    majorConditionIssueDescription: null,
+    majorConditionIssuePhotos: null,
+    majorConditionIssuePhotosS3: null,
+    coordinationStatus: null,
+    designStatus: null,
+    pashubLink: null,
+    sharepointLink: null,
+    dampMouldFlag: null,
+    dampMouldAndRepairComments: null,
+    preSapScore: null,
+    coordinator: null,
+    ioeV1Date: null,
+    ioeV2Date: null,
+    ioeV3Date: null,
+    proposedMeasures: "Loft insulation;CWI",
+    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,
+    surveyType: null,
+    measuresForPibiOrdered: null,
+    pibiOrderDate: null,
+    pibiCompletedDate: null,
+    propertyHaltedDate: null,
+    propertyHaltedReason: null,
+    technicalApprovedMeasuresForInstall: "Solar PV",
+    domnaSurveyType: null,
+    domnaSurveyDate: null,
+    createdAt: new Date(),
+    updatedAt: new Date(),
+    displayStage: "Coordination in Progress",
+    ...overrides,
+  };
+}
+
+describe("filterMeasureRows", () => {
+  it("returns all rows when search is empty", () => {
+    const deals = [makeDeal(), makeDeal({ dealId: "deal-2" })];
+    expect(filterMeasureRows(deals, {}, "")).toEqual(deals);
+  });
+
+  it("matches by address (dealname)", () => {
+    const match = makeDeal({ dealname: "12 Oak Lane" });
+    const noMatch = makeDeal({ dealId: "deal-2", dealname: "5 Elm Street" });
+    const result = filterMeasureRows([match, noMatch], {}, "oak");
+    expect(result).toEqual([match]);
+  });
+
+  it("matches by landlordPropertyId", () => {
+    const match = makeDeal({ landlordPropertyId: "LP999" });
+    const noMatch = makeDeal({ dealId: "deal-2", landlordPropertyId: "LP001" });
+    const result = filterMeasureRows([match, noMatch], {}, "lp999");
+    expect(result).toEqual([match]);
+  });
+
+  it("matches by proposed measure name", () => {
+    const match = makeDeal({ proposedMeasures: "ASHP;Loft insulation" });
+    const noMatch = makeDeal({ dealId: "deal-2", proposedMeasures: "CWI" });
+    const result = filterMeasureRows([match, noMatch], {}, "ashp");
+    expect(result).toEqual([match]);
+  });
+
+  it("matches by instructed measure name", () => {
+    const match = makeDeal({ dealId: "deal-1" });
+    const noMatch = makeDeal({ dealId: "deal-2", proposedMeasures: "CWI" });
+    const instructedByDeal = { "deal-1": ["EWI"] };
+    const result = filterMeasureRows([match, noMatch], instructedByDeal, "ewi");
+    expect(result).toEqual([match]);
+  });
+
+  it("matches by technically approved measure name", () => {
+    const match = makeDeal({ technicalApprovedMeasuresForInstall: "Battery" });
+    const noMatch = makeDeal({ dealId: "deal-2", technicalApprovedMeasuresForInstall: null });
+    const result = filterMeasureRows([match, noMatch], {}, "battery");
+    expect(result).toEqual([match]);
+  });
+
+  it("is case-insensitive", () => {
+    const deal = makeDeal({ proposedMeasures: "Loft insulation" });
+    expect(filterMeasureRows([deal], {}, "LOFT")).toEqual([deal]);
+    expect(filterMeasureRows([deal], {}, "loft insulation")).toEqual([deal]);
+  });
+
+  it("returns empty when nothing matches", () => {
+    const deal = makeDeal({ dealname: "1 Test St", proposedMeasures: "CWI" });
+    expect(filterMeasureRows([deal], {}, "ASHP")).toEqual([]);
+  });
+});
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.ts
new file mode 100644
index 0000000..2b928ee
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.ts
@@ -0,0 +1,27 @@
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import type { ClassifiedDeal } from "./types";
+
+export function filterMeasureRows(
+  deals: ClassifiedDeal[],
+  instructedByDeal: Record<string, string[]>,
+  search: string,
+): ClassifiedDeal[] {
+  const q = search.toLowerCase().trim();
+  if (!q) return deals;
+
+  return deals.filter((deal) => {
+    if (deal.dealname?.toLowerCase().includes(q)) return true;
+    if (deal.landlordPropertyId?.toLowerCase().includes(q)) return true;
+
+    const proposed = parseMeasures(deal.proposedMeasures);
+    if (proposed.some((m) => m.toLowerCase().includes(q))) return true;
+
+    const instructed = instructedByDeal[deal.dealId] ?? [];
+    if (instructed.some((m) => m.toLowerCase().includes(q))) return true;
+
+    const techApproved = parseMeasures(deal.technicalApprovedMeasuresForInstall);
+    if (techApproved.some((m) => m.toLowerCase().includes(q))) return true;
+
+    return false;
+  });
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
index 5dc9759..6b50ee9 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -1,75 +1,34 @@
 import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
 import { redirect } from "next/navigation";
-import { eq, inArray, and, desc } from "drizzle-orm";
+import { eq, inArray, and, desc, sql } from "drizzle-orm";
 import LiveTracker from "./LiveTracker";
 import { computeLiveTrackerData } from "./transforms";
+import { fetchDocsByDealId, computeDocStatusMap } from "./docStatus";
 import { db } from "@/app/db/db";
 import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
-import { uploadedFiles } from "@/app/db/schema/uploaded_files";
 import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation";
+import { coordinatorUser, designerUser, mapDbRowToHubspotDeal } from "./dealQuery";
+import type { DealRow } from "./dealQuery";
 import { organisation } from "@/app/db/schema/organisation";
-import { portfolioCapabilities, portfolioUsers } from "@/app/db/schema/portfolio";
+import {
+  portfolioCapabilities,
+  portfolioUsers,
+} from "@/app/db/schema/portfolio";
 import { dealMeasureApprovals } from "@/app/db/schema/approvals";
+import { userDefinedDealMeasures } from "@/app/db/schema/user_defined_deal_measures";
 import { propertyRemovalRequests } from "@/app/db/schema/removal_requests";
 import { user as userTable } from "@/app/db/schema/users";
-import type { HubspotDeal, DocStatusMap, DocStatus, MeasureDocProgress, PortfolioCapabilityType, ApprovalsByDeal, RemovalStatusByDeal, EffectiveRemovalState } from "./types";
-import { EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES, SURVEY_ALL_DOC_TYPES } from "./types";
-import { getRequiredDocs } from "@/app/lib/measureDocumentRequirements";
-import type { InferSelectModel } from "drizzle-orm";
+import type {
+  PortfolioCapabilityType,
+  ApprovalsByDeal,
+  InstructedMeasuresByDeal,
+  RemovalStatusByDeal,
+} from "./types";
+import { computeRemovalStatusByDeal } from "./removalState";
 import { Card, CardContent } from "@/app/shadcn_components/ui/card";
 import { Building2 } from "lucide-react";
 
-type DbDeal = InferSelectModel<typeof hubspotDealData>;
-
-function mapDbRowToHubspotDeal(row: DbDeal): HubspotDeal {
-  return {
-    id: row.id,
-    dealId: row.dealId,
-    dealname: row.dealname,
-    dealstage: row.dealstage,
-    companyId: row.companyId,
-    projectCode: row.projectCode,
-    landlordPropertyId: row.landlordPropertyId,
-    uprn: row.uprn,
-    outcome: row.outcome,
-    outcomeNotes: row.outcomeNotes,
-    majorConditionIssueDescription: row.majorConditionIssueDescription,
-    majorConditionIssuePhotos: row.majorConditionIssuePhotos,
-    majorConditionIssuePhotosS3: row.majorConditionIssuePhotosS3,
-    coordinationStatus: row.coordinationStatus,
-    designStatus: row.designStatus,
-    pashubLink: row.pashubLink,
-    sharepointLink: row.sharepointLink,
-    dampMouldFlag: row.dampmouldGrowth,
-    dampMouldAndRepairComments: row.damnpMouldAndRepairComments,
-    preSapScore: row.preSap,
-    coordinator: row.coordinator,
-    ioeV1Date: row.mtpCompletionDate,
-    ioeV2Date: row.mtpReModelCompletionDate,
-    ioeV3Date: row.ioeV3CompletionDate,
-    proposedMeasures: row.proposedMeasures,
-    approvedPackage: row.approvedPackage,
-    designer: row.designer,
-    designDate: row.designCompletionDate,
-    actualMeasuresInstalled: row.actualMeasuresInstalled,
-    installer: row.installer,
-    installerHandover: row.installerHandover,
-    lodgementStatus: row.lodgementStatus,
-    measuresLodgementDate: row.measuresLodgementDate,
-    fullLodgementDate: row.lodgementDate,
-    confirmedSurveyDate: row.confirmedSurveyDate,
-    surveyedDate: row.surveyedDate,
-    designType: row.dealType,
-    eiScore: row.eiScore,
-    eiScorePotential: row.eiScorePotential,
-    epcSapScore: row.epcSapScore,
-    epcSapScorePotential: row.epcSapScorePotential,
-    createdAt: row.createdAt,
-    updatedAt: row.updatedAt,
-  };
-}
-
 export default async function LiveReportingPage(props: {
   params: Promise<{ slug: string }>;
 }) {
@@ -80,17 +39,21 @@ export default async function LiveReportingPage(props: {
     redirect("/");
   }
 
-  // Look up the linked organisation for this portfolio
+  // Look up all linked organisations for this portfolio
   const link = await db
     .select({ hubspotCompanyId: organisation.hubspotCompanyId })
     .from(portfolioOrganisation)
-    .innerJoin(organisation, eq(portfolioOrganisation.organisationId, organisation.id))
-    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)))
-    .limit(1);
+    .innerJoin(
+      organisation,
+      eq(portfolioOrganisation.organisationId, organisation.id),
+    )
+    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)));
 
   const pageHeader = (
     <div className="mb-6">
-      <header className="text-3xl font-semibold text-brandblue">Live Projects</header>
+      <header className="text-3xl font-semibold text-brandblue">
+        Live Projects
+      </header>
       <p className="text-sm text-gray-500">
         {`Check in on your projects' progress with real-time data updates.`}
       </p>
@@ -98,7 +61,11 @@ export default async function LiveReportingPage(props: {
     </div>
   );
 
-  if (!link.length || !link[0].hubspotCompanyId) {
+  const companyIds = link
+    .map((l) => l.hubspotCompanyId)
+    .filter((id): id is string => !!id);
+
+  if (companyIds.length === 0) {
     return (
       <div className="max-w-7xl mx-auto px-6 pb-10 space-y-4">
         {pageHeader}
@@ -108,10 +75,13 @@ export default async function LiveReportingPage(props: {
               <Building2 className="h-8 w-8 text-brandblue/50" />
             </div>
             <div>
-              <p className="text-base font-semibold text-gray-700">No organisation linked</p>
+              <p className="text-base font-semibold text-gray-700">
+                No organisation linked
+              </p>
               <p className="text-sm text-gray-400 mt-1 max-w-sm">
-                A Domna administrator needs to connect this portfolio to an organisation in{" "}
-                <strong>Portfolio Settings</strong> before live tracking data can be displayed.
+                A Domna administrator needs to connect this portfolio to an
+                organisation in <strong>Portfolio Settings</strong> before live
+                tracking data can be displayed.
               </p>
             </div>
           </CardContent>
@@ -120,64 +90,77 @@ export default async function LiveReportingPage(props: {
     );
   }
 
-  const companyId = link[0].hubspotCompanyId;
-
   const rawDeals = await db
-    .select()
+    .select({
+      deal: hubspotDealData,
+      coordinator: sql<
+        string | null
+      >`CASE WHEN ${hubspotDealData.coordinator} IS NULL THEN NULL ELSE COALESCE(${coordinatorUser.firstName} || ' ' || ${coordinatorUser.lastName}, 'Domna Coordinator') END`,
+      designer: sql<
+        string | null
+      >`CASE WHEN ${hubspotDealData.designer} IS NULL THEN NULL ELSE COALESCE(${designerUser.firstName} || ' ' || ${designerUser.lastName}, 'Domna Designer') END`,
+    })
     .from(hubspotDealData)
-    .where(eq(hubspotDealData.companyId, companyId));
+    .leftJoin(
+      coordinatorUser,
+      eq(hubspotDealData.coordinator, coordinatorUser.hubspotOwnerId),
+    )
+    .leftJoin(
+      designerUser,
+      eq(hubspotDealData.designer, designerUser.hubspotOwnerId),
+    )
+    .where(inArray(hubspotDealData.companyId, companyIds));
 
   const deals = rawDeals.map(mapDbRowToHubspotDeal);
   const trackerData = computeLiveTrackerData(deals);
 
-  // Fetch current user's portfolio capabilities (approver / contractor — can have both)
-  let userCapability: PortfolioCapabilityType = [];
   const userEmail = user?.user?.email;
+
+  // Single user lookup shared by capability and role queries
+  let userId: bigint | null = null;
   if (userEmail) {
     const userRow = await db
       .select({ id: userTable.id })
       .from(userTable)
       .where(eq(userTable.email, userEmail))
       .limit(1);
+    userId = userRow[0]?.id ?? null;
+  }
 
-    if (userRow[0]) {
-      const capRows = await db
-        .select({ capability: portfolioCapabilities.capability })
-        .from(portfolioCapabilities)
-        .where(
-          and(
-            eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
-            eq(portfolioCapabilities.userId, userRow[0].id),
-          ),
-        );
-      userCapability = capRows
-        .map((r) => r.capability)
-        .filter((c): c is "approver" | "contractor" => c === "approver" || c === "contractor");
-    }
+  // Fetch current user's portfolio capabilities (approver / contractor — can have both)
+  let userCapability: PortfolioCapabilityType = [];
+  if (userId) {
+    const capRows = await db
+      .select({ capability: portfolioCapabilities.capability })
+      .from(portfolioCapabilities)
+      .where(
+        and(
+          eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
+          eq(portfolioCapabilities.userId, userId),
+        ),
+      );
+    userCapability = capRows
+      .map((r) => r.capability)
+      .filter(
+        (c): c is "approver" | "contractor" =>
+          c === "approver" || c === "contractor",
+      );
   }
 
   // Fetch current user's portfolio role (creator / admin / write / read)
   let userRole = "read";
-  if (userEmail) {
-    const userRow = await db
-      .select({ id: userTable.id })
-      .from(userTable)
-      .where(eq(userTable.email, userEmail))
+  if (userId) {
+    const roleRow = await db
+      .select({ role: portfolioUsers.role })
+      .from(portfolioUsers)
+      .where(
+        and(
+          eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
+          eq(portfolioUsers.userId, userId),
+        ),
+      )
       .limit(1);
-
-    if (userRow[0]) {
-      const roleRow = await db
-        .select({ role: portfolioUsers.role })
-        .from(portfolioUsers)
-        .where(
-          and(
-            eq(portfolioUsers.portfolioId, BigInt(portfolioId)),
-            eq(portfolioUsers.userId, userRow[0].id),
-          ),
-        )
-        .limit(1);
-      userRole = roleRow[0]?.role ?? "read";
-    }
+    userRole = roleRow[0]?.role ?? "read";
   }
 
   // Fetch currently approved measures for all deals in scope
@@ -202,8 +185,27 @@ export default async function LiveReportingPage(props: {
     }
   }
 
-  // Compute effective removal state per deal
-  const removalStatusByDeal: RemovalStatusByDeal = {};
+  // Fetch instructed measures for all deals in scope
+  const instructedMeasuresByDeal: InstructedMeasuresByDeal = {};
+  if (dealIds.length > 0) {
+    const instructedRows = await db
+      .select({
+        hubspotDealId: userDefinedDealMeasures.hubspotDealId,
+        measureName: userDefinedDealMeasures.measureName,
+      })
+      .from(userDefinedDealMeasures)
+      .where(
+        and(
+          inArray(userDefinedDealMeasures.hubspotDealId, dealIds),
+          eq(userDefinedDealMeasures.source, "instructed"),
+        ),
+      );
+
+    for (const row of instructedRows) {
+      (instructedMeasuresByDeal[row.hubspotDealId] ??= []).push(row.measureName);
+    }
+  }
+
   const removalRows = await db
     .select({
       hubspotDealId: propertyRemovalRequests.hubspotDealId,
@@ -214,139 +216,10 @@ export default async function LiveReportingPage(props: {
     .where(eq(propertyRemovalRequests.portfolioId, BigInt(portfolioId)))
     .orderBy(desc(propertyRemovalRequests.requestedAt));
 
-  // Keep only the most recent row per deal, then derive effective state
-  const seenDeals = new Set<string>();
-  for (const row of removalRows) {
-    if (seenDeals.has(row.hubspotDealId)) continue;
-    seenDeals.add(row.hubspotDealId);
-    let state: EffectiveRemovalState = "none";
-    if (row.status === "pending") {
-      state = row.type === "re_addition" ? "pending_re_addition" : "pending_removal";
-    } else if (row.type === "removal" && row.status === "approved") {
-      state = "removed";
-    } else if (row.type === "re_addition" && row.status === "declined") {
-      state = "removed";
-    }
-    if (state !== "none") removalStatusByDeal[row.hubspotDealId] = state;
-  }
+  const removalStatusByDeal: RemovalStatusByDeal = computeRemovalStatusByDeal(removalRows);
 
-  // Fetch document status for all deals — two-phase strategy:
-  // Phase 1: query by dealId (reliable even when UPRN is missing from hubspot_deal_data)
-  // Phase 2: UPRN fallback only for deals that returned no results in phase 1
-  const docsByDealId = new Map<string, Array<{ fileType: string; measureName: string | null }>>();
-
-  if (dealIds.length > 0) {
-    const phase1Rows = await db
-      .select({
-        hubsotDealId: uploadedFiles.hubsotDealId,
-        fileType: uploadedFiles.fileType,
-        measureName: uploadedFiles.measureName,
-      })
-      .from(uploadedFiles)
-      .where(inArray(uploadedFiles.hubsotDealId, dealIds));
-
-    for (const row of phase1Rows) {
-      if (!row.hubsotDealId || row.fileType === null) continue;
-      if (!docsByDealId.has(row.hubsotDealId)) docsByDealId.set(row.hubsotDealId, []);
-      docsByDealId.get(row.hubsotDealId)!.push({ fileType: row.fileType, measureName: row.measureName });
-    }
-  }
-
-  // Phase 2: for deals with no docs from phase 1 that have a UPRN, try UPRN lookup
-  const dealsWithoutDocs = deals.filter((d) => !docsByDealId.has(d.dealId));
-  const fallbackUprns = dealsWithoutDocs
-    .map((d) => d.uprn)
-    .filter((u): u is string => !!u)
-    .map((u) => { try { return BigInt(u); } catch { return null; } })
-    .filter((u): u is bigint => u !== null);
-
-  if (fallbackUprns.length > 0) {
-    const phase2Rows = await db
-      .select({
-        uprn: uploadedFiles.uprn,
-        fileType: uploadedFiles.fileType,
-        measureName: uploadedFiles.measureName,
-      })
-      .from(uploadedFiles)
-      .where(inArray(uploadedFiles.uprn, fallbackUprns));
-
-    // Map phase 2 UPRN results back to dealId
-    const uprnToDealId = new Map<string, string>(
-      dealsWithoutDocs
-        .filter((d) => d.uprn)
-        .map((d) => {
-          try { return [String(BigInt(d.uprn!)), d.dealId] as [string, string]; } catch { return null; }
-        })
-        .filter((e): e is [string, string] => e !== null),
-    );
-
-    for (const row of phase2Rows) {
-      if (row.uprn === null || row.fileType === null) continue;
-      const dealId = uprnToDealId.get(String(row.uprn));
-      if (!dealId) continue;
-      if (!docsByDealId.has(dealId)) docsByDealId.set(dealId, []);
-      docsByDealId.get(dealId)!.push({ fileType: row.fileType, measureName: row.measureName });
-    }
-  }
-
-  // Build measures lookup by dealId (approved measures, falling back to proposed)
-  const measuresByDealId = new Map<string, string[]>();
-  for (const deal of deals) {
-    const approved = approvalsByDeal[deal.dealId] ?? [];
-    const measures = approved.length > 0
-      ? approved
-      : (deal.proposedMeasures ?? "").split(",").map((m: string) => m.trim()).filter(Boolean);
-    measuresByDealId.set(deal.dealId, measures);
-  }
-
-  // Build docStatusMap keyed by dealId
-  const docStatusMap: DocStatusMap = {};
-
-  for (const [dealId, docs] of docsByDealId) {
-    const surveyDocs = docs.filter((d) => SURVEY_ALL_DOC_TYPES.has(d.fileType));
-    const installDocs = docs.filter((d) => !SURVEY_ALL_DOC_TYPES.has(d.fileType));
-    const surveyTypeSet = new Set(surveyDocs.map((d) => d.fileType));
-
-    const measures = measuresByDealId.get(dealId) ?? [];
-
-    // Compute per-measure document progress against the requirements matrix
-    const measureProgress: MeasureDocProgress[] = measures.map((measureName) => {
-      const required = getRequiredDocs(measureName);
-      const docsForMeasure = installDocs.filter((d) => d.measureName === measureName);
-      const uploadedTypeSet = new Set(docsForMeasure.map((d) => d.fileType));
-      const uploaded = required.filter((r) => uploadedTypeSet.has(r));
-      return {
-        measureName,
-        required,
-        uploaded,
-        isComplete: uploaded.length === required.length,
-        uploadedCount: uploaded.length,
-        requiredCount: required.length,
-      };
-    });
-
-    let installStatus: DocStatus["installStatus"] = "none";
-    if (installDocs.length > 0) {
-      if (measures.length === 0) {
-        installStatus = "hasDocs";
-      } else {
-        installStatus = measureProgress.every((m) => m.isComplete)
-          ? "all"
-          : measureProgress.some((m) => m.uploadedCount > 0)
-            ? "partial"
-            : "none";
-      }
-    }
-
-    docStatusMap[dealId] = {
-      presentSurveyTypes: Array.from(surveyTypeSet),
-      hasSurveyDocs: surveyDocs.length > 0,
-      isSurveyComplete: EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.every((t) => surveyTypeSet.has(t)),
-      hasInstallDocs: installDocs.length > 0,
-      installStatus,
-      measureProgress,
-    };
-  }
+  const docsByDealId = await fetchDocsByDealId(deals, dealIds);
+  const docStatusMap = computeDocStatusMap(deals, docsByDealId, approvalsByDeal);
 
   return (
     <div className="max-w-7xl mx-auto px-6 pb-10 space-y-4">
@@ -356,6 +229,7 @@ export default async function LiveReportingPage(props: {
         docStatusMap={docStatusMap}
         userCapability={userCapability}
         approvalsByDeal={approvalsByDeal}
+        instructedMeasuresByDeal={instructedMeasuresByDeal}
         removalStatusByDeal={removalStatusByDeal}
         portfolioId={portfolioId}
         userRole={userRole}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyDocuments.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyDocuments.test.ts
new file mode 100644
index 0000000..c81eb93
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyDocuments.test.ts
@@ -0,0 +1,137 @@
+import { describe, it, expect } from "vitest";
+import {
+  splitDocumentsByType,
+  getMissingRetrofitTypes,
+  getUnassignedInstallDocs,
+} from "./propertyDocuments";
+import type { PropertyDocument, MeasureDocProgress } from "./types";
+
+function makeDoc(overrides: Partial<PropertyDocument> = {}): PropertyDocument {
+  return {
+    id: "1",
+    s3FileKey: "key",
+    s3FileBucket: "bucket",
+    docType: "photo_pack",
+    s3UploadTimestamp: "2024-01-01T00:00:00Z",
+    uprn: null,
+    landlordPropertyId: null,
+    measureName: null,
+    ...overrides,
+  };
+}
+
+function makeMeasureProgress(overrides: Partial<MeasureDocProgress> = {}): MeasureDocProgress {
+  return {
+    measureName: "ASHP",
+    required: ["pre_photo", "post_photo"],
+    uploaded: [],
+    isComplete: false,
+    uploadedCount: 0,
+    requiredCount: 2,
+    ...overrides,
+  };
+}
+
+describe("splitDocumentsByType", () => {
+  it("puts survey doc types in retrofitDocs", () => {
+    const doc = makeDoc({ docType: "photo_pack" });
+    const { retrofitDocs, installDocs } = splitDocumentsByType([doc]);
+    expect(retrofitDocs).toHaveLength(1);
+    expect(installDocs).toHaveLength(0);
+  });
+
+  it("puts install doc types in installDocs", () => {
+    const doc = makeDoc({ docType: "pre_photo" });
+    const { retrofitDocs, installDocs } = splitDocumentsByType([doc]);
+    expect(retrofitDocs).toHaveLength(0);
+    expect(installDocs).toHaveLength(1);
+  });
+
+  it("includes optional ecmk types in retrofitDocs", () => {
+    const doc = makeDoc({ docType: "ecmk_site_note" });
+    const { retrofitDocs } = splitDocumentsByType([doc]);
+    expect(retrofitDocs).toHaveLength(1);
+  });
+
+  it("splits a mixed list correctly", () => {
+    const docs = [
+      makeDoc({ id: "1", docType: "photo_pack" }),
+      makeDoc({ id: "2", docType: "pre_photo" }),
+      makeDoc({ id: "3", docType: "site_note" }),
+      makeDoc({ id: "4", docType: "post_photo" }),
+    ];
+    const { retrofitDocs, installDocs } = splitDocumentsByType(docs);
+    expect(retrofitDocs).toHaveLength(2);
+    expect(installDocs).toHaveLength(2);
+  });
+
+  it("returns empty arrays for empty input", () => {
+    const { retrofitDocs, installDocs } = splitDocumentsByType([]);
+    expect(retrofitDocs).toHaveLength(0);
+    expect(installDocs).toHaveLength(0);
+  });
+});
+
+describe("getMissingRetrofitTypes", () => {
+  it("returns all mandatory types when no docs uploaded", () => {
+    const missing = getMissingRetrofitTypes([]);
+    expect(missing).toHaveLength(9);
+  });
+
+  it("excludes types that have been uploaded", () => {
+    const uploaded = [makeDoc({ docType: "photo_pack" })];
+    const missing = getMissingRetrofitTypes(uploaded);
+    expect(missing).not.toContain("photo_pack");
+    expect(missing).toHaveLength(8);
+  });
+
+  it("returns empty array when all mandatory types uploaded", () => {
+    const uploaded = [
+      "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",
+    ].map((docType, i) => makeDoc({ id: String(i), docType }));
+    expect(getMissingRetrofitTypes(uploaded)).toHaveLength(0);
+  });
+
+  it("does not count ecmk types as mandatory", () => {
+    const uploaded = [makeDoc({ docType: "ecmk_site_note" })];
+    const missing = getMissingRetrofitTypes(uploaded);
+    expect(missing).not.toContain("ecmk_site_note");
+    expect(missing).toHaveLength(9);
+  });
+});
+
+describe("getUnassignedInstallDocs", () => {
+  it("returns docs with no measureName", () => {
+    const doc = makeDoc({ docType: "pre_photo", measureName: null });
+    const result = getUnassignedInstallDocs([doc], [makeMeasureProgress()]);
+    expect(result).toContain(doc);
+  });
+
+  it("returns docs whose measureName is not in measureProgress", () => {
+    const doc = makeDoc({ docType: "pre_photo", measureName: "SolarPV" });
+    const progress = [makeMeasureProgress({ measureName: "ASHP" })];
+    const result = getUnassignedInstallDocs([doc], progress);
+    expect(result).toContain(doc);
+  });
+
+  it("excludes docs assigned to a known measure", () => {
+    const doc = makeDoc({ docType: "pre_photo", measureName: "ASHP" });
+    const progress = [makeMeasureProgress({ measureName: "ASHP" })];
+    const result = getUnassignedInstallDocs([doc], progress);
+    expect(result).toHaveLength(0);
+  });
+
+  it("returns empty array when all docs are assigned", () => {
+    const docs = [
+      makeDoc({ id: "1", docType: "pre_photo", measureName: "ASHP" }),
+      makeDoc({ id: "2", docType: "post_photo", measureName: "CWI" }),
+    ];
+    const progress = [
+      makeMeasureProgress({ measureName: "ASHP" }),
+      makeMeasureProgress({ measureName: "CWI" }),
+    ];
+    expect(getUnassignedInstallDocs(docs, progress)).toHaveLength(0);
+  });
+});
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyDocuments.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyDocuments.ts
new file mode 100644
index 0000000..65a5e9e
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyDocuments.ts
@@ -0,0 +1,28 @@
+import {
+  SURVEY_ALL_DOC_TYPES,
+  EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES,
+} from "./types";
+import type { PropertyDocument, MeasureDocProgress } from "./types";
+
+export function splitDocumentsByType(docs: PropertyDocument[]): {
+  retrofitDocs: PropertyDocument[];
+  installDocs: PropertyDocument[];
+} {
+  return {
+    retrofitDocs: docs.filter((d) => SURVEY_ALL_DOC_TYPES.has(d.docType)),
+    installDocs: docs.filter((d) => !SURVEY_ALL_DOC_TYPES.has(d.docType)),
+  };
+}
+
+export function getMissingRetrofitTypes(retrofitDocs: PropertyDocument[]): string[] {
+  const present = new Set(retrofitDocs.map((d) => d.docType));
+  return EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.filter((t) => !present.has(t));
+}
+
+export function getUnassignedInstallDocs(
+  installDocs: PropertyDocument[],
+  measureProgress: MeasureDocProgress[],
+): PropertyDocument[] {
+  const knownMeasures = new Set(measureProgress.map((m) => m.measureName));
+  return installDocs.filter((d) => !d.measureName || !knownMeasures.has(d.measureName));
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/removalState.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/removalState.test.ts
new file mode 100644
index 0000000..6acba54
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/removalState.test.ts
@@ -0,0 +1,64 @@
+import { describe, it, expect } from "vitest";
+import { deriveEffectiveRemovalState, computeRemovalStatusByDeal } from "./removalState";
+
+describe("deriveEffectiveRemovalState", () => {
+  it("pending removal → pending_removal", () => {
+    expect(deriveEffectiveRemovalState({ type: "removal", status: "pending" })).toBe("pending_removal");
+  });
+
+  it("pending re_addition → pending_re_addition", () => {
+    expect(deriveEffectiveRemovalState({ type: "re_addition", status: "pending" })).toBe("pending_re_addition");
+  });
+
+  it("approved removal → removed", () => {
+    expect(deriveEffectiveRemovalState({ type: "removal", status: "approved" })).toBe("removed");
+  });
+
+  it("declined re_addition → removed (re-addition refused means still out)", () => {
+    expect(deriveEffectiveRemovalState({ type: "re_addition", status: "declined" })).toBe("removed");
+  });
+
+  it("approved re_addition → none (back in, no active removal state)", () => {
+    expect(deriveEffectiveRemovalState({ type: "re_addition", status: "approved" })).toBe("none");
+  });
+
+  it("declined removal → none (removal refused, property stays in)", () => {
+    expect(deriveEffectiveRemovalState({ type: "removal", status: "declined" })).toBe("none");
+  });
+});
+
+describe("computeRemovalStatusByDeal", () => {
+  it("returns empty map for no rows", () => {
+    expect(computeRemovalStatusByDeal([])).toEqual({});
+  });
+
+  it("maps a single active removal row", () => {
+    const rows = [{ hubspotDealId: "d1", type: "removal", status: "pending" }];
+    expect(computeRemovalStatusByDeal(rows)).toEqual({ d1: "pending_removal" });
+  });
+
+  it("omits deals whose most recent state is none", () => {
+    const rows = [{ hubspotDealId: "d1", type: "removal", status: "declined" }];
+    expect(computeRemovalStatusByDeal(rows)).toEqual({});
+  });
+
+  it("deduplicates by deal — first row wins (most recent, caller provides DESC order)", () => {
+    const rows = [
+      { hubspotDealId: "d1", type: "removal", status: "approved" },  // most recent
+      { hubspotDealId: "d1", type: "removal", status: "pending" },   // older, ignored
+    ];
+    expect(computeRemovalStatusByDeal(rows)).toEqual({ d1: "removed" });
+  });
+
+  it("handles multiple deals independently", () => {
+    const rows = [
+      { hubspotDealId: "d1", type: "removal", status: "pending" },
+      { hubspotDealId: "d2", type: "re_addition", status: "pending" },
+      { hubspotDealId: "d3", type: "re_addition", status: "approved" },
+    ];
+    expect(computeRemovalStatusByDeal(rows)).toEqual({
+      d1: "pending_removal",
+      d2: "pending_re_addition",
+    });
+  });
+});
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/removalState.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/removalState.ts
new file mode 100644
index 0000000..863f391
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/removalState.ts
@@ -0,0 +1,31 @@
+import type { EffectiveRemovalState, RemovalStatusByDeal } from "./types";
+
+export function deriveEffectiveRemovalState(row: {
+  type: string;
+  status: string;
+}): EffectiveRemovalState {
+  if (row.status === "pending") {
+    return row.type === "re_addition" ? "pending_re_addition" : "pending_removal";
+  }
+  if (row.type === "removal" && row.status === "approved") return "removed";
+  if (row.type === "re_addition" && row.status === "declined") return "removed";
+  return "none";
+}
+
+// Rows must be ordered by requestedAt DESC so the first row per deal is the most recent.
+export function computeRemovalStatusByDeal(
+  rows: { hubspotDealId: string; type: string; status: string }[],
+): RemovalStatusByDeal {
+  const result: RemovalStatusByDeal = {};
+  const seen = new Set<string>();
+
+  for (const row of rows) {
+    if (seen.has(row.hubspotDealId)) continue;
+    seen.add(row.hubspotDealId);
+
+    const state = deriveEffectiveRemovalState(row);
+    if (state !== "none") result[row.hubspotDealId] = state;
+  }
+
+  return result;
+}
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
new file mode 100644
index 0000000..e408f9e
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts
@@ -0,0 +1,525 @@
+import { describe, it, expect } from "vitest";
+import {
+  resolveDisplayStage,
+  classifyDeals,
+  computeDampMouldRisk,
+  computeFunnelStages,
+  computeProjectProgress,
+  computeOutcomeSlices,
+  computeLiveTrackerData,
+} from "./transforms";
+import type { HubspotDeal, ClassifiedDeal } from "./types";
+
+function makeDeal(overrides: Partial<HubspotDeal> = {}): 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,
+    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,
+    surveyType: null,
+    measuresForPibiOrdered: null,
+    pibiOrderDate: null,
+    pibiCompletedDate: null,
+    propertyHaltedDate: null,
+    propertyHaltedReason: null,
+    technicalApprovedMeasuresForInstall: null,
+    domnaSurveyType: null,
+    domnaSurveyDate: null,
+    createdAt: new Date(),
+    updatedAt: new Date(),
+    ...overrides,
+  };
+}
+
+function makeClassified(overrides: Partial<ClassifiedDeal> = {}): ClassifiedDeal {
+  return { ...makeDeal(overrides), displayStage: "Scope & Planning", ...overrides };
+}
+
+// -----------------------------------------------------------------------
+// resolveDisplayStage
+// -----------------------------------------------------------------------
+
+describe("resolveDisplayStage — direct STAGE_ID_MAP lookups", () => {
+  it("returns Scope & Planning for a backlog stage ID", () => {
+    expect(resolveDisplayStage(makeDeal({ dealstage: "1617223910" }))).toBe("Scope & Planning");
+  });
+
+  it("returns Booking in Progress for a bookings stage ID", () => {
+    expect(resolveDisplayStage(makeDeal({ dealstage: "3589581001" }))).toBe("Booking in Progress");
+  });
+
+  it("returns Assessment in Progress for a survey-in-progress stage ID", () => {
+    expect(resolveDisplayStage(makeDeal({ dealstage: "1617223913" }))).toBe("Assessment in Progress");
+  });
+
+  it("returns Queries for a known queries stage ID", () => {
+    expect(resolveDisplayStage(makeDeal({ dealstage: "2663668937" }))).toBe("Queries");
+  });
+
+  it("falls through to AFTER_ASSESSMENT path when dealstage is null", () => {
+    // null dealstage → AFTER_ASSESSMENT → no coord/design status → Coordination in Progress
+    expect(resolveDisplayStage(makeDeal({ dealstage: null }))).toBe("Coordination in Progress");
+  });
+
+  it("falls through to AFTER_ASSESSMENT path for an unrecognised stage ID", () => {
+    expect(resolveDisplayStage(makeDeal({ dealstage: "9999999999" }))).toBe("Coordination in Progress");
+  });
+});
+
+describe("resolveDisplayStage — RA ISSUE override on non-AFTER_ASSESSMENT stages", () => {
+  it("overrides Scope & Planning to Queries when coordinationStatus is RA ISSUE", () => {
+    expect(
+      resolveDisplayStage(makeDeal({ dealstage: "1617223910", coordinationStatus: "RA ISSUE" }))
+    ).toBe("Queries");
+  });
+
+  it("overrides Assessment in Progress to Queries when coordinationStatus is RA ISSUE", () => {
+    expect(
+      resolveDisplayStage(makeDeal({ dealstage: "1617223913", coordinationStatus: "RA ISSUE" }))
+    ).toBe("Queries");
+  });
+
+  it("is case-insensitive for RA ISSUE check", () => {
+    expect(
+      resolveDisplayStage(makeDeal({ dealstage: "1617223913", coordinationStatus: "ra issue" }))
+    ).toBe("Queries");
+  });
+
+  it("does NOT override Booking in Progress with RA ISSUE (only Scope & Planning and Assessment in Progress)", () => {
+    expect(
+      resolveDisplayStage(makeDeal({ dealstage: "3589581001", coordinationStatus: "RA ISSUE" }))
+    ).toBe("Booking in Progress");
+  });
+});
+
+describe("resolveDisplayStage — AFTER_ASSESSMENT sub-classification", () => {
+  const AFTER_ASSESSMENT_STAGE = "3948185842";
+
+  it("returns Queries when coordinationStatus is RA ISSUE", () => {
+    expect(
+      resolveDisplayStage(makeDeal({ dealstage: AFTER_ASSESSMENT_STAGE, coordinationStatus: "RA ISSUE" }))
+    ).toBe("Queries");
+  });
+
+  it("returns Coordination in Progress by default (no special status)", () => {
+    expect(
+      resolveDisplayStage(makeDeal({ dealstage: AFTER_ASSESSMENT_STAGE, coordinationStatus: null, designStatus: null }))
+    ).toBe("Coordination in Progress");
+  });
+
+  it("returns Design in Progress when coord is IOE/MTP COMPLETE but design not yet uploaded", () => {
+    expect(
+      resolveDisplayStage(makeDeal({
+        dealstage: AFTER_ASSESSMENT_STAGE,
+        coordinationStatus: "(V1) IOE/MTP COMPLETE",
+        designStatus: "IN PROGRESS",
+      }))
+    ).toBe("Design in Progress");
+  });
+
+  it("returns Design in Progress for V2 IOE/MTP COMPLETE variant", () => {
+    expect(
+      resolveDisplayStage(makeDeal({
+        dealstage: AFTER_ASSESSMENT_STAGE,
+        coordinationStatus: "(V2) IOE/MTP COMPLETE",
+        designStatus: null,
+      }))
+    ).toBe("Design in Progress");
+  });
+
+  it("returns Design in Progress for V3 IOE/MTP COMPLETE variant", () => {
+    expect(
+      resolveDisplayStage(makeDeal({
+        dealstage: AFTER_ASSESSMENT_STAGE,
+        coordinationStatus: "(V3) IOE/MTP COMPLETE",
+        designStatus: null,
+      }))
+    ).toBe("Design in Progress");
+  });
+
+  it("is case-insensitive for coord/design status checks", () => {
+    expect(
+      resolveDisplayStage(makeDeal({
+        dealstage: AFTER_ASSESSMENT_STAGE,
+        coordinationStatus: "(v1) ioe/mtp complete",
+        designStatus: "uploaded",
+      }))
+    ).toBe("Installation in Progress"); // POST_DESIGN, no install fields set
+  });
+});
+
+describe("resolveDisplayStage — POST_DESIGN sub-classification (design UPLOADED)", () => {
+  const AFTER_ASSESSMENT_STAGE = "3948185842";
+
+  function makePostDesignDeal(overrides: Partial<HubspotDeal> = {}): HubspotDeal {
+    return makeDeal({
+      dealstage: AFTER_ASSESSMENT_STAGE,
+      coordinationStatus: "(V1) IOE/MTP COMPLETE",
+      designStatus: "UPLOADED",
+      ...overrides,
+    });
+  }
+
+  it("returns Installation in Progress when no install fields are set", () => {
+    expect(resolveDisplayStage(makePostDesignDeal())).toBe("Installation in Progress");
+  });
+
+  it("returns Installation Complete when actualMeasuresInstalled is set", () => {
+    expect(
+      resolveDisplayStage(makePostDesignDeal({ actualMeasuresInstalled: "Insulation" }))
+    ).toBe("Installation Complete");
+  });
+
+  it("returns Installation Complete when installerHandover is set", () => {
+    expect(
+      resolveDisplayStage(makePostDesignDeal({ installerHandover: "2024-01-01" }))
+    ).toBe("Installation Complete");
+  });
+
+  it("returns At Lodgement when lodgementStatus is set", () => {
+    expect(
+      resolveDisplayStage(makePostDesignDeal({ lodgementStatus: "Submitted" }))
+    ).toBe("At Lodgement");
+  });
+
+  it("returns At Post Survey when measuresLodgementDate is set", () => {
+    expect(
+      resolveDisplayStage(makePostDesignDeal({ measuresLodgementDate: new Date() }))
+    ).toBe("At Post Survey");
+  });
+
+  it("returns Project Complete when fullLodgementDate is set", () => {
+    expect(
+      resolveDisplayStage(makePostDesignDeal({ fullLodgementDate: new Date() }))
+    ).toBe("Project Complete");
+  });
+
+  it("fullLodgementDate takes precedence over measuresLodgementDate and lodgementStatus", () => {
+    expect(
+      resolveDisplayStage(makePostDesignDeal({
+        fullLodgementDate: new Date(),
+        measuresLodgementDate: new Date(),
+        lodgementStatus: "Submitted",
+      }))
+    ).toBe("Project Complete");
+  });
+
+  it("measuresLodgementDate takes precedence over lodgementStatus", () => {
+    expect(
+      resolveDisplayStage(makePostDesignDeal({
+        measuresLodgementDate: new Date(),
+        lodgementStatus: "Submitted",
+      }))
+    ).toBe("At Post Survey");
+  });
+});
+
+// -----------------------------------------------------------------------
+// classifyDeals
+// -----------------------------------------------------------------------
+
+describe("classifyDeals", () => {
+  it("adds displayStage to each deal", () => {
+    const deals = [
+      makeDeal({ dealstage: "1617223910" }),
+      makeDeal({ dealstage: "1617223913" }),
+    ];
+    const result = classifyDeals(deals);
+    expect(result[0].displayStage).toBe("Scope & Planning");
+    expect(result[1].displayStage).toBe("Assessment in Progress");
+  });
+
+  it("returns an empty array for no deals", () => {
+    expect(classifyDeals([])).toEqual([]);
+  });
+
+  it("preserves all original deal fields", () => {
+    const deal = makeDeal({ dealId: "abc-123", dealname: "Test" });
+    const [result] = classifyDeals([deal]);
+    expect(result.dealId).toBe("abc-123");
+    expect(result.dealname).toBe("Test");
+  });
+});
+
+// -----------------------------------------------------------------------
+// computeDampMouldRisk
+// -----------------------------------------------------------------------
+
+describe("computeDampMouldRisk", () => {
+  it("counts survey flags from majorConditionIssuePhotosS3", () => {
+    const deals = [
+      makeClassified({ majorConditionIssuePhotosS3: "s3://bucket/file.jpg" }),
+      makeClassified({ majorConditionIssuePhotosS3: null }),
+    ];
+    const result = computeDampMouldRisk(deals);
+    expect(result.surveyFlagCount).toBe(1);
+  });
+
+  it("counts coordinator flags from dampMouldFlag", () => {
+    const deals = [
+      makeClassified({ dampMouldFlag: "Yes" }),
+      makeClassified({ dampMouldFlag: null }),
+      makeClassified({ dampMouldFlag: "Yes" }),
+    ];
+    const result = computeDampMouldRisk(deals);
+    expect(result.coordinatorFlagCount).toBe(2);
+  });
+
+  it("counts deals flagged at both stages independently", () => {
+    const deals = [
+      makeClassified({ majorConditionIssuePhotosS3: "s3://x", dampMouldFlag: "Yes" }),
+      makeClassified({ majorConditionIssuePhotosS3: "s3://y", dampMouldFlag: null }),
+      makeClassified({ majorConditionIssuePhotosS3: null, dampMouldFlag: "Yes" }),
+    ];
+    const result = computeDampMouldRisk(deals);
+    expect(result.surveyFlagCount).toBe(2);
+    expect(result.coordinatorFlagCount).toBe(2);
+    expect(result.bothFlaggedCount).toBe(1);
+  });
+
+  it("returns zero counts for empty deals", () => {
+    const result = computeDampMouldRisk([]);
+    expect(result.surveyFlagCount).toBe(0);
+    expect(result.coordinatorFlagCount).toBe(0);
+    expect(result.bothFlaggedCount).toBe(0);
+    expect(result.totalDeals).toBe(0);
+  });
+});
+
+// -----------------------------------------------------------------------
+// computeFunnelStages
+// -----------------------------------------------------------------------
+
+describe("computeFunnelStages", () => {
+  it("excludes Queries deals from counts and percentages", () => {
+    const deals = [
+      makeClassified({ displayStage: "Scope & Planning" }),
+      makeClassified({ displayStage: "Queries" }),
+    ];
+    const funnel = computeFunnelStages(deals);
+    const scopeEntry = funnel.find((f) => f.stage === "Scope & Planning")!;
+    expect(scopeEntry.currentPct).toBe(100); // 1 out of 1 non-query
+  });
+
+  it("returns 0 percentages when all deals are Queries", () => {
+    const deals = [makeClassified({ displayStage: "Queries" })];
+    const funnel = computeFunnelStages(deals);
+    funnel.forEach((f) => {
+      expect(f.currentPct).toBe(0);
+      expect(f.cumulativePct).toBe(0);
+    });
+  });
+
+  it("cumulative count includes all deals at or beyond a given stage", () => {
+    const deals = [
+      makeClassified({ displayStage: "Installation in Progress" }),
+      makeClassified({ displayStage: "Installation Complete" }),
+      makeClassified({ displayStage: "Project Complete" }),
+    ];
+    const funnel = computeFunnelStages(deals);
+    const installEntry = funnel.find((f) => f.stage === "Installation in Progress")!;
+    // All 3 deals are at or beyond "Installation in Progress"
+    expect(installEntry.cumulativeCount).toBe(3);
+    expect(installEntry.currentCount).toBe(1);
+  });
+
+  it("returns an entry for every stage in STAGE_ORDER", () => {
+    const funnel = computeFunnelStages([]);
+    expect(funnel.length).toBe(10); // STAGE_ORDER has 10 entries
+  });
+});
+
+// -----------------------------------------------------------------------
+// computeProjectProgress
+// -----------------------------------------------------------------------
+
+describe("computeProjectProgress", () => {
+  it("excludes Queries from nonQueryTotal but includes them in totalDeals", () => {
+    const deals = [
+      makeClassified({ displayStage: "Scope & Planning" }),
+      makeClassified({ displayStage: "Queries" }),
+    ];
+    const result = computeProjectProgress(deals);
+    expect(result.totalDeals).toBe(2);
+    expect(result.nonQueryTotal).toBe(1);
+    expect(result.queriesDeals).toHaveLength(1);
+  });
+
+  it("computes completedPercentage as fraction of non-query total", () => {
+    const deals = [
+      makeClassified({ displayStage: "Project Complete" }),
+      makeClassified({ displayStage: "Project Complete" }),
+      makeClassified({ displayStage: "Scope & Planning" }),
+      makeClassified({ displayStage: "Queries" }), // excluded from denominator
+    ];
+    const result = computeProjectProgress(deals);
+    expect(result.completedCount).toBe(2);
+    expect(result.completedPercentage).toBeCloseTo(66.67, 1);
+    expect(result.nonQueryTotal).toBe(3);
+  });
+
+  it("returns 0 percentages when there are no non-query deals", () => {
+    const deals = [makeClassified({ displayStage: "Queries" })];
+    const result = computeProjectProgress(deals);
+    expect(result.completedPercentage).toBe(0);
+    result.stageProgress.forEach((s) => expect(s.percentage).toBe(0));
+  });
+
+  it("returns correct stage counts in stageProgress", () => {
+    const deals = [
+      makeClassified({ displayStage: "Scope & Planning" }),
+      makeClassified({ displayStage: "Scope & Planning" }),
+      makeClassified({ displayStage: "Assessment in Progress" }),
+    ];
+    const result = computeProjectProgress(deals);
+    const scopeItem = result.stageProgress.find((s) => s.stage === "Scope & Planning")!;
+    const assessItem = result.stageProgress.find((s) => s.stage === "Assessment in Progress")!;
+    expect(scopeItem.count).toBe(2);
+    expect(assessItem.count).toBe(1);
+  });
+
+  it("stageProgress does not include a Queries entry", () => {
+    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", () => {
+    const deals = [
+      makeClassified({ outcome: "Surveyed" }),
+      makeClassified({ outcome: "Surveyed" }),
+      makeClassified({ outcome: "UNKNOWN_VALUE" }),
+      makeClassified({ outcome: null }),
+    ];
+    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([]);
+  });
+});
+
+// -----------------------------------------------------------------------
+// computeLiveTrackerData
+// -----------------------------------------------------------------------
+
+describe("computeLiveTrackerData", () => {
+  it("returns a single project entry and no __ALL__ when all deals share one project code", () => {
+    const deals = [
+      makeDeal({ projectCode: "PROJ-A", dealstage: "1617223910" }),
+      makeDeal({ projectCode: "PROJ-A", dealstage: "1617223913" }),
+    ];
+    const result = computeLiveTrackerData(deals);
+    expect(result.projects).toHaveLength(1);
+    expect(result.projects[0].projectCode).toBe("PROJ-A");
+  });
+
+  it("prepends a synthetic __ALL__ entry when deals span multiple project codes", () => {
+    const deals = [
+      makeDeal({ projectCode: "PROJ-A", dealstage: "1617223910" }),
+      makeDeal({ projectCode: "PROJ-B", dealstage: "1617223913" }),
+    ];
+    const result = computeLiveTrackerData(deals);
+    expect(result.projects[0].projectCode).toBe("__ALL__");
+    expect(result.projects).toHaveLength(3); // __ALL__ + PROJ-A + PROJ-B
+  });
+
+  it("__ALL__ progress covers all deals across project codes", () => {
+    const deals = [
+      makeDeal({ projectCode: "PROJ-A", dealstage: "1617223910" }),
+      makeDeal({ projectCode: "PROJ-B", dealstage: "1617223913" }),
+    ];
+    const result = computeLiveTrackerData(deals);
+    expect(result.projects[0].progress.totalDeals).toBe(2);
+  });
+
+  it("totalDeals is the count of all classified deals", () => {
+    const deals = [
+      makeDeal({ projectCode: "PROJ-A" }),
+      makeDeal({ projectCode: "PROJ-A" }),
+      makeDeal({ projectCode: "PROJ-A" }),
+    ];
+    expect(computeLiveTrackerData(deals).totalDeals).toBe(3);
+  });
+
+  it("filters majorConditionDeals by the major condition stage ID", () => {
+    const deals = [
+      makeDeal({ dealstage: "3061261536" }), // MAJOR_CONDITION_STAGE_ID
+      makeDeal({ dealstage: "1617223910" }),
+    ];
+    const result = computeLiveTrackerData(deals);
+    expect(result.majorConditionDeals).toHaveLength(1);
+    expect(result.majorConditionDeals[0].dealstage).toBe("3061261536");
+  });
+
+  it("groups deals without a projectCode under Unknown Project", () => {
+    const deals = [makeDeal({ projectCode: null })];
+    const result = computeLiveTrackerData(deals);
+    expect(result.projects[0].projectCode).toBe("Unknown Project");
+  });
+
+  it("returns empty projects and zero counts for no input deals", () => {
+    const result = computeLiveTrackerData([]);
+    expect(result.projects).toHaveLength(0);
+    expect(result.totalDeals).toBe(0);
+    expect(result.majorConditionDeals).toHaveLength(0);
+  });
+});
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 2b89cb5..0223e76 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts
@@ -11,7 +11,7 @@ import type {
   ProjectData,
   OutcomeSlice,
   LiveTrackerProps,
-  WorkPhaseStats,
+
   DampMouldRiskData,
   FunnelStage,
 } from "./types";
@@ -224,106 +224,6 @@ export function computeProjectProgress(
 
   const totalDeals = deals.length;
 
-  // Coordination phase:
-  //   completed = Design in Progress + Installation in Progress + Installation Complete + At Lodgement + At Post Survey + Project Complete
-  //   in progress = Coordination in Progress
-  const coordCompletedDeals = deals.filter((d) =>
-    [
-      "Design in Progress",
-      "Installation in Progress",
-      "Installation Complete",
-      "At Lodgement",
-      "At Post Survey",
-      "Project Complete",
-    ].includes(d.displayStage)
-  );
-  const coordInProgressDeals = deals.filter(
-    (d) => d.displayStage === "Coordination in Progress"
-  );
-
-  const coordination: WorkPhaseStats = {
-    completedDeals: coordCompletedDeals,
-    inProgressDeals: coordInProgressDeals,
-    completedCount: coordCompletedDeals.length,
-    inProgressCount: coordInProgressDeals.length,
-    completedPercentage:
-      totalDeals > 0 ? (coordCompletedDeals.length / totalDeals) * 100 : 0,
-    inProgressPercentage:
-      totalDeals > 0 ? (coordInProgressDeals.length / totalDeals) * 100 : 0,
-    total: totalDeals,
-  };
-
-  // Design phase:
-  //   completed = Installation in Progress + Installation Complete + At Lodgement + At Post Survey + Project Complete
-  //   in progress = Design in Progress
-  const designCompletedDeals = deals.filter((d) =>
-    [
-      "Installation in Progress",
-      "Installation Complete",
-      "At Lodgement",
-      "At Post Survey",
-      "Project Complete",
-    ].includes(d.displayStage)
-  );
-  const designInProgressDeals = deals.filter(
-    (d) => d.displayStage === "Design in Progress"
-  );
-
-  const design: WorkPhaseStats = {
-    completedDeals: designCompletedDeals,
-    inProgressDeals: designInProgressDeals,
-    completedCount: designCompletedDeals.length,
-    inProgressCount: designInProgressDeals.length,
-    completedPercentage:
-      totalDeals > 0 ? (designCompletedDeals.length / totalDeals) * 100 : 0,
-    inProgressPercentage:
-      totalDeals > 0 ? (designInProgressDeals.length / totalDeals) * 100 : 0,
-    total: totalDeals,
-  };
-
-  // Install phase:
-  //   completed = At Lodgement + At Post Survey + Project Complete
-  //   in progress = Installation Complete
-  const installCompletedDeals = deals.filter((d) =>
-    ["At Lodgement", "At Post Survey", "Project Complete"].includes(d.displayStage)
-  );
-  const installInProgressDeals = deals.filter(
-    (d) => d.displayStage === "Installation Complete"
-  );
-
-  const install: WorkPhaseStats = {
-    completedDeals: installCompletedDeals,
-    inProgressDeals: installInProgressDeals,
-    completedCount: installCompletedDeals.length,
-    inProgressCount: installInProgressDeals.length,
-    completedPercentage:
-      totalDeals > 0 ? (installCompletedDeals.length / totalDeals) * 100 : 0,
-    inProgressPercentage:
-      totalDeals > 0 ? (installInProgressDeals.length / totalDeals) * 100 : 0,
-    total: totalDeals,
-  };
-
-  // Lodgement phase:
-  //   completed = At Post Survey + Project Complete
-  //   in progress = At Lodgement
-  const lodgementInProgressDeals = deals.filter(
-    (d) => d.displayStage === "At Lodgement"
-  );
-
-  const lodgement: WorkPhaseStats = {
-    completedDeals,
-    inProgressDeals: lodgementInProgressDeals,
-    completedCount,
-    inProgressCount: lodgementInProgressDeals.length,
-    completedPercentage:
-      totalDeals > 0 ? (completedCount / totalDeals) * 100 : 0,
-    inProgressPercentage:
-      totalDeals > 0
-        ? (lodgementInProgressDeals.length / totalDeals) * 100
-        : 0,
-    total: totalDeals,
-  };
-
   return {
     stageProgress,
     queriesDeals,
@@ -332,10 +232,6 @@ export function computeProjectProgress(
     completedPercentage,
     nonQueryTotal,
     totalDeals,
-    coordination,
-    design,
-    install,
-    lodgement,
     dampMouldRisk: computeDampMouldRisk(deals),
     funnelStages: computeFunnelStages(deals),
   };
@@ -375,7 +271,7 @@ export function computeOutcomeSlices(deals: ClassifiedDeal[]): OutcomeSlice[] {
 // -----------------------------------------------------------------------
 export function computeLiveTrackerData(
   rawDeals: HubspotDeal[]
-): Omit<LiveTrackerProps, "docStatusMap" | "userCapability" | "approvalsByDeal" | "removalStatusByDeal" | "portfolioId" | "userRole" | "userEmail"> {
+): Omit<LiveTrackerProps, "docStatusMap" | "userCapability" | "approvalsByDeal" | "instructedMeasuresByDeal" | "removalStatusByDeal" | "portfolioId" | "userRole" | "userEmail"> {
   // Classify all deals (add displayStage field)
   const classified = classifyDeals(rawDeals);
 
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 63d022b..e1be10c 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
@@ -45,6 +45,7 @@ export type HubspotDeal = {
   measuresLodgementDate: Date | null;
   fullLodgementDate: Date | null;
   confirmedSurveyDate: Date | null;
+  confirmedSurveyTime: string | null;
   surveyedDate: Date | null;
   designType: string | null;
   eiScore: string | null;
@@ -52,6 +53,17 @@ export type HubspotDeal = {
   epcSapScore: string | null;
   epcSapScorePotential: string | null;
 
+  // ── New per-deal workflow fields (issue #249 slice) ────────────────────
+  surveyType: string | null;
+  measuresForPibiOrdered: string | null;
+  pibiOrderDate: Date | null;
+  pibiCompletedDate: Date | null;
+  propertyHaltedDate: Date | null;
+  propertyHaltedReason: string | null;
+  technicalApprovedMeasuresForInstall: string | null;
+  domnaSurveyType: string | null;
+  domnaSurveyDate: Date | null;
+
   createdAt: Date;
   updatedAt: Date;
 };
@@ -92,19 +104,6 @@ export type StageProgressItem = {
   deals: ClassifiedDeal[];
 };
 
-// -----------------------------------------------------------------------
-// Coordination/Design/Install/Lodgement summary card data
-// -----------------------------------------------------------------------
-export type WorkPhaseStats = {
-  completedDeals: ClassifiedDeal[];
-  inProgressDeals: ClassifiedDeal[];
-  completedCount: number;
-  inProgressCount: number;
-  completedPercentage: number; // out of ALL deals in project
-  inProgressPercentage: number;
-  total: number;
-};
-
 // -----------------------------------------------------------------------
 // Damp & mould risk comparison (survey-stage vs coordination-stage flags)
 // -----------------------------------------------------------------------
@@ -139,10 +138,6 @@ export type ProjectProgressData = {
   completedPercentage: number; // out of non-query total
   nonQueryTotal: number;
   totalDeals: number;
-  coordination: WorkPhaseStats;
-  design: WorkPhaseStats;
-  install: WorkPhaseStats;
-  lodgement: WorkPhaseStats;
   dampMouldRisk: DampMouldRiskData;
   funnelStages: FunnelStage[];
 };
@@ -195,6 +190,8 @@ export type RemovalRequest = {
 // -----------------------------------------------------------------------
 // Top-level props for LiveTracker (client root)
 // -----------------------------------------------------------------------
+export type InstructedMeasuresByDeal = Record<string, string[]>;
+
 export type LiveTrackerProps = {
   projects: ProjectData[];
   totalDeals: number;
@@ -202,6 +199,7 @@ export type LiveTrackerProps = {
   docStatusMap: DocStatusMap;
   userCapability: PortfolioCapabilityType;
   approvalsByDeal: ApprovalsByDeal;
+  instructedMeasuresByDeal: InstructedMeasuresByDeal;
   removalStatusByDeal: RemovalStatusByDeal;
   portfolioId: string;
   userRole: string;
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ui.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ui.tsx
new file mode 100644
index 0000000..34e41a8
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ui.tsx
@@ -0,0 +1,16 @@
+"use client";
+
+import { STAGE_COLORS } from "./types";
+import type { ClassifiedDeal } from "./types";
+
+export function StageBadge({ stage }: { stage: ClassifiedDeal["displayStage"] }) {
+  const c = STAGE_COLORS[stage] ?? STAGE_COLORS["Unknown Stage"];
+  return (
+    <span
+      className={`inline-flex items-center gap-1.5 px-2.5 py-1 rounded-full text-xs font-semibold border whitespace-nowrap ${c.bg} ${c.text} ${c.border}`}
+    >
+      <span className={`w-1.5 h-1.5 rounded-full shrink-0 ${c.dot}`} />
+      {stage}
+    </span>
+  );
+}
diff --git a/src/app/portfolio/[slug]/utils.ts b/src/app/portfolio/[slug]/utils.ts
index 8d7ff89..e3676c8 100644
--- a/src/app/portfolio/[slug]/utils.ts
+++ b/src/app/portfolio/[slug]/utils.ts
@@ -710,7 +710,8 @@ export async function getProperties(
       epc.is_expired AS "epcIsExpired",
       epc.total_floor_area AS "totalFloorArea",
       epc.co2_emissions AS "co2Emissions",
-      epc.mainfuel AS mainfuel
+      epc.mainfuel AS mainfuel,
+      p.lexiscore AS lexiscore
     FROM property p
     LEFT JOIN property_targets t
       ON t.property_id = p.id
@@ -751,7 +752,8 @@ export async function getProperties(
       epc.is_expired,
       epc.total_floor_area,
       epc.co2_emissions,
-      epc.mainfuel
+      epc.mainfuel,
+      p.lexiscore
     LIMIT ${limit} OFFSET ${offset};
   `);
 
diff --git a/src/app/utils.test.ts b/src/app/utils.test.ts
new file mode 100644
index 0000000..7f1117c
--- /dev/null
+++ b/src/app/utils.test.ts
@@ -0,0 +1,37 @@
+import { describe, expect, it } from "vitest";
+import { parsePreSap } from "./utils";
+
+describe("parsePreSap", () => {
+  it("returns null for null", () => {
+    expect(parsePreSap(null)).toBeNull();
+  });
+
+  it("returns null for undefined", () => {
+    expect(parsePreSap(undefined)).toBeNull();
+  });
+
+  it("returns null for empty string", () => {
+    expect(parsePreSap("")).toBeNull();
+  });
+
+  it("parses new format with letter prefix", () => {
+    expect(parsePreSap("D55")).toEqual({ letter: "D", display: "D55" });
+  });
+
+  it("derives letter for legacy numeric-only format", () => {
+    expect(parsePreSap("56")).toEqual({ letter: "D", display: "D56" });
+  });
+
+  it("handles other EPC bands correctly", () => {
+    expect(parsePreSap("G10")).toEqual({ letter: "G", display: "G10" });
+    expect(parsePreSap("A95")).toEqual({ letter: "A", display: "A95" });
+  });
+
+  it("trims surrounding whitespace", () => {
+    expect(parsePreSap("  D55  ")).toEqual({ letter: "D", display: "D55" });
+  });
+
+  it("normalises letter to uppercase", () => {
+    expect(parsePreSap("d55")).toEqual({ letter: "D", display: "D55" });
+  });
+});
diff --git a/src/app/utils.ts b/src/app/utils.ts
index f1b2dcc..2c42a13 100644
--- a/src/app/utils.ts
+++ b/src/app/utils.ts
@@ -132,6 +132,17 @@ export function sapToEpc(sapPoints: number | null): string {
   }
 }
 
+// Handles "D55" (new format) and "56" (legacy numeric-only format)
+export function parsePreSap(raw: string | null | undefined): { letter: string; display: string } | null {
+  if (!raw) return null;
+  const match = raw.trim().match(/^([A-Za-z]?)(\d+)$/);
+  if (!match) return null;
+  const num = parseInt(match[2], 10);
+  const letter = match[1] ? match[1].toUpperCase() : sapToEpc(num);
+  if (letter === "Unknown") return null;
+  return { letter, display: `${letter}${num}` };
+}
+
 export function formatDateTime(dateTimeString: string | Date): string {
   // Create a new Date object
   const dateTime = new Date(dateTimeString);
diff --git a/src/app/utils/s3.ts b/src/app/utils/s3.ts
index 236c412..2c03415 100644
--- a/src/app/utils/s3.ts
+++ b/src/app/utils/s3.ts
@@ -20,6 +20,20 @@ export function createS3Client(config?: S3Config) {
   });
 }
 
+export function createRetrofitDataS3Client() {
+  return new S3({
+    region: process.env.RETROFIT_DATA_DEV_REGION,
+    accessKeyId: process.env.RETROFIT_DATA_DEV_ACCESS_KEY,
+    secretAccessKey: process.env.RETROFIT_DATA_DEV_SECRET_KEY,
+  });
+}
+
+export function retrofitDataS3Bucket(): string {
+  const bucket = process.env.RETROFIT_DATA_DEV_S3_BUCKET_NAME;
+  if (!bucket) throw new Error("RETROFIT_DATA_DEV_S3_BUCKET_NAME not set");
+  return bucket;
+}
+
 
 //  Get presigned url from s3
 export type PresignGetOptions = {
diff --git a/src/app/utils/sqs.ts b/src/app/utils/sqs.ts
index e653fee..285fbd9 100644
--- a/src/app/utils/sqs.ts
+++ b/src/app/utils/sqs.ts
@@ -16,19 +16,20 @@ const sqsClient = new SQSClient({
   },
 });
 
-let cachedQueueUrl: string | null = null;
+const queueUrlCache = new Map<string, string>();
 
 // Export if you want to reuse elsewhere
 export async function getQueueUrl(queueName: string): Promise<string> {
-  if (cachedQueueUrl) return cachedQueueUrl;
+  const cached = queueUrlCache.get(queueName);
+  if (cached) return cached;
 
   const resp = await sqsClient.send(
     new GetQueueUrlCommand({ QueueName: queueName })
   );
   if (!resp.QueueUrl)
     throw new Error(`Could not resolve SQS URL for queue: ${queueName}`);
-  cachedQueueUrl = resp.QueueUrl;
-  return cachedQueueUrl;
+  queueUrlCache.set(queueName, resp.QueueUrl);
+  return resp.QueueUrl;
 }
 
 type SendOptions = {
diff --git a/src/lib/bulkUpload/client.ts b/src/lib/bulkUpload/client.ts
new file mode 100644
index 0000000..536bd07
--- /dev/null
+++ b/src/lib/bulkUpload/client.ts
@@ -0,0 +1,164 @@
+"use client";
+
+import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import { bulkUploadKeys } from "./keys";
+import { isTerminalStatus, type BulkUpload, type ProgressView } from "./types";
+
+async function parseError(res: Response, fallback: string): Promise<Error> {
+  const body = await res.json().catch(() => ({}));
+  return new Error(body?.error ?? fallback);
+}
+
+export type CreateBulkUploadInput = {
+  file: File;
+  portfolioId: string;
+  userId: string;
+  sourceHeaders: string[];
+  contentType: string;
+  fileKey: string;
+  onProgress?: (percent: number) => void;
+};
+
+export type CreateBulkUploadResult = {
+  id: string;
+  s3Key: string;
+  s3Bucket: string;
+  status: string;
+};
+
+export function useCreateBulkUpload() {
+  return useMutation<CreateBulkUploadResult, Error, CreateBulkUploadInput>({
+    mutationFn: async (input) => {
+      const presignRes = await fetch("/api/upload/bulk-addresses", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({
+          userId: input.userId,
+          portfolioId: input.portfolioId,
+          fileKey: input.fileKey,
+          contentType: input.contentType,
+        }),
+      });
+      if (!presignRes.ok) throw await parseError(presignRes, "Failed to generate upload URL.");
+      const { url: presignedUrl } = await presignRes.json();
+
+      await new Promise<void>((resolve, reject) => {
+        const xhr = new XMLHttpRequest();
+        xhr.open("PUT", presignedUrl);
+        xhr.setRequestHeader("Content-Type", input.contentType);
+        if (input.onProgress) {
+          xhr.upload.addEventListener("progress", (e) => {
+            if (e.lengthComputable) {
+              input.onProgress!(Math.round((e.loaded / e.total) * 100));
+            }
+          });
+        }
+        xhr.onload = () => {
+          if (xhr.status >= 200 && xhr.status < 300) resolve();
+          else reject(new Error(`S3 upload failed: ${xhr.status}`));
+        };
+        xhr.onerror = () => reject(new Error("Network error during upload"));
+        xhr.send(input.file);
+      });
+
+      const confirmRes = await fetch("/api/upload/bulk-addresses/confirm", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({
+          fileKey: input.fileKey,
+          filename: input.file.name,
+          portfolioId: input.portfolioId,
+          userId: input.userId,
+          sourceHeaders: input.sourceHeaders,
+        }),
+      });
+      if (!confirmRes.ok) throw await parseError(confirmRes, "Failed to record upload.");
+      return confirmRes.json();
+    },
+  });
+}
+
+export function useSetColumnMapping(portfolioId: string, uploadId: string) {
+  const queryClient = useQueryClient();
+  return useMutation<BulkUpload, Error, { columnMapping: Record<string, string> }>({
+    mutationFn: async (input) => {
+      const res = await fetch(`/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}`, {
+        method: "PATCH",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify(input),
+      });
+      if (!res.ok) throw await parseError(res, "Failed to save mapping.");
+      return res.json();
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: bulkUploadKeys.progress(uploadId) });
+    },
+  });
+}
+
+export function useStartAddressMatching(portfolioId: string, uploadId: string) {
+  const queryClient = useQueryClient();
+  return useMutation<{ taskId: string }, Error, void>({
+    mutationFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/start-address-matching`,
+        { method: "POST" },
+      );
+      if (!res.ok) throw await parseError(res, "Failed to start address matching.");
+      return res.json();
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: bulkUploadKeys.progress(uploadId) });
+    },
+  });
+}
+
+export function useBulkUploadProgress(portfolioId: string, uploadId: string) {
+  return useQuery<ProgressView, Error>({
+    queryKey: bulkUploadKeys.progress(uploadId),
+    queryFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/progress`,
+      );
+      if (!res.ok) throw await parseError(res, "Failed to load progress.");
+      return res.json();
+    },
+    refetchInterval: (data) => {
+      const status = data?.upload.status;
+      return status && isTerminalStatus(status) ? false : 3000;
+    },
+  });
+}
+
+export function useRequestCombine(portfolioId: string, uploadId: string) {
+  const queryClient = useQueryClient();
+  return useMutation<unknown, Error, void>({
+    mutationFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/combine`,
+        { method: "POST" },
+      );
+      if (!res.ok) throw await parseError(res, "Failed to start combiner.");
+      return res.json();
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: bulkUploadKeys.progress(uploadId) });
+    },
+  });
+}
+
+export function useFinalize(portfolioId: string, uploadId: string) {
+  const queryClient = useQueryClient();
+  return useMutation<void, Error, void>({
+    mutationFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/finalize`,
+        { method: "POST" },
+      );
+      if (!res.ok) throw await parseError(res, "Finalize failed.");
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: bulkUploadKeys.progress(uploadId) });
+    },
+  });
+}
diff --git a/src/lib/bulkUpload/keys.ts b/src/lib/bulkUpload/keys.ts
new file mode 100644
index 0000000..1f77cb9
--- /dev/null
+++ b/src/lib/bulkUpload/keys.ts
@@ -0,0 +1,4 @@
+export const bulkUploadKeys = {
+  all: ["bulkUpload"] as const,
+  progress: (uploadId: string) => ["bulkUpload", uploadId, "progress"] as const,
+};
diff --git a/src/lib/bulkUpload/server.ts b/src/lib/bulkUpload/server.ts
new file mode 100644
index 0000000..a5785c3
--- /dev/null
+++ b/src/lib/bulkUpload/server.ts
@@ -0,0 +1,273 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { tasks } from "@/app/db/schema/tasks/tasks";
+import { subTasks } from "@/app/db/schema/tasks/subtask";
+import { count, desc, eq, sql } from "drizzle-orm";
+import type { BulkUpload, BulkUploadStatus, ProgressView, TaskSummary } from "./types";
+
+const REMAP_ALLOWED: ReadonlySet<BulkUploadStatus> = new Set([
+  "ready_for_processing",
+  "mapping_complete",
+]);
+
+type FastApiTriggerArgs = {
+  endpoint: string;
+  payload: Record<string, unknown>;
+  sessionToken: string | undefined;
+};
+
+type FastApiTriggerResult = { ok: true } | { ok: false; status: number; message: string };
+
+async function triggerFastApiPipeline(args: FastApiTriggerArgs): Promise<FastApiTriggerResult> {
+  const url = process.env.FASTAPI_API_URL;
+  const key = process.env.FASTAPI_API_KEY;
+  if (!url || !key) {
+    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
+    return { ok: false, status: 500, message: "Server misconfiguration" };
+  }
+
+  try {
+    const res = await fetch(`${url}${args.endpoint}`, {
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+        "x-api-key": key,
+        Authorization: `Bearer ${args.sessionToken}`,
+      },
+      body: JSON.stringify(args.payload),
+    });
+    if (!res.ok) {
+      const errText = await res.text().catch(() => "");
+      console.error(`FastAPI ${args.endpoint} failed:`, res.status, errText);
+      return { ok: false, status: 502, message: "Pipeline trigger failed" };
+    }
+    return { ok: true };
+  } catch (err) {
+    console.error(`Failed to reach FastAPI ${args.endpoint}:`, err);
+    return { ok: false, status: 502, message: "Pipeline trigger failed" };
+  }
+}
+
+async function loadById(uploadId: string): Promise<BulkUpload | null> {
+  const [row] = await db
+    .select()
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+  return row ?? null;
+}
+
+export async function listForPortfolio(portfolioId: string): Promise<BulkUpload[]> {
+  return db
+    .select()
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.portfolioId, portfolioId))
+    .orderBy(desc(bulkAddressUploads.createdAt));
+}
+
+async function loadTaskSummary(taskId: string): Promise<TaskSummary | null> {
+  const [row] = await db
+    .select({
+      id: tasks.id,
+      taskSource: tasks.taskSource,
+      status: tasks.status,
+      service: tasks.service,
+      jobStarted: tasks.jobStarted,
+      jobCompleted: tasks.jobCompleted,
+      updatedAt: tasks.updatedAt,
+      totalSubtasks: count(subTasks.id),
+      completedSubtasks: sql<number>`count(case when lower(${subTasks.status}) in ('completed', 'complete') then 1 end)::int`,
+      failedSubtasks: sql<number>`count(case when lower(${subTasks.status}) in ('failed', 'failure', 'error') then 1 end)::int`,
+    })
+    .from(tasks)
+    .leftJoin(subTasks, eq(subTasks.taskId, tasks.id))
+    .where(eq(tasks.id, taskId))
+    .groupBy(tasks.id)
+    .limit(1);
+  return row ?? null;
+}
+
+export async function getProgressView(uploadId: string): Promise<ProgressView | null> {
+  const upload = await loadById(uploadId);
+  if (!upload) return null;
+  const task = upload.taskId ? await loadTaskSummary(upload.taskId) : null;
+  return { upload, task };
+}
+
+function validateMapping(mapping: Record<string, string>): string | null {
+  const values = Object.values(mapping);
+  if (!values.includes("address_1")) return "Mapping must include address_1.";
+  if (!values.includes("postcode")) return "Mapping must include postcode.";
+  return null;
+}
+
+export type SetMappingOutcome =
+  | { kind: "ok"; upload: BulkUpload }
+  | { kind: "not_found" }
+  | { kind: "invalid_status"; current: string }
+  | { kind: "invalid_mapping"; reason: string };
+
+export async function setColumnMapping(
+  uploadId: string,
+  mapping: Record<string, string>,
+): Promise<SetMappingOutcome> {
+  const upload = await loadById(uploadId);
+  if (!upload) return { kind: "not_found" };
+  if (!REMAP_ALLOWED.has(upload.status as BulkUploadStatus))
+    return { kind: "invalid_status", current: upload.status };
+
+  const reason = validateMapping(mapping);
+  if (reason) return { kind: "invalid_mapping", reason };
+
+  const [updated] = await db
+    .update(bulkAddressUploads)
+    .set({ columnMapping: mapping, status: "mapping_complete" })
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .returning();
+  if (!updated) return { kind: "not_found" };
+  return { kind: "ok", upload: updated };
+}
+
+export type LoadForAddressMatchingOutcome =
+  | { kind: "ok"; upload: BulkUpload }
+  | { kind: "not_found" }
+  | { kind: "wrong_state"; current: string }
+  | { kind: "missing_mapping" };
+
+export async function loadForAddressMatching(
+  uploadId: string,
+): Promise<LoadForAddressMatchingOutcome> {
+  const upload = await loadById(uploadId);
+  if (!upload) return { kind: "not_found" };
+  if (upload.status !== "mapping_complete")
+    return { kind: "wrong_state", current: upload.status };
+  if (!upload.columnMapping) return { kind: "missing_mapping" };
+  return { kind: "ok", upload };
+}
+
+export type TriggerAddressMatchingOutcome =
+  | { kind: "ok"; taskId: string }
+  | { kind: "trigger_failed"; status: number; message: string };
+
+export async function triggerAddressMatching(args: {
+  uploadId: string;
+  s3Uri: string;
+  sessionToken: string | undefined;
+}): Promise<TriggerAddressMatchingOutcome> {
+  const upload = await loadById(args.uploadId);
+  if (!upload) return { kind: "trigger_failed", status: 404, message: "Upload not found" };
+
+  const now = new Date();
+  const [task] = await db
+    .insert(tasks)
+    .values({
+      taskSource: `Address Onboarding – ${upload.filename}`,
+      service: "address2uprn",
+      source: "portfolio_id",
+      sourceId: upload.portfolioId,
+      status: "waiting",
+      jobStarted: now,
+    })
+    .returning();
+  const [subTask] = await db
+    .insert(subTasks)
+    .values({
+      taskId: task.id,
+      status: "waiting",
+      inputs: JSON.stringify({ bulk_upload_id: args.uploadId }),
+    })
+    .returning();
+
+  const payload = {
+    task_id: task.id,
+    sub_task_id: subTask.id,
+    s3_uri: args.s3Uri,
+  };
+
+  const trigger = await triggerFastApiPipeline({
+    endpoint: "/v1/bulk-uploads/trigger-postcode-splitter",
+    payload,
+    sessionToken: args.sessionToken,
+  });
+  if (!trigger.ok)
+    return { kind: "trigger_failed", status: trigger.status, message: trigger.message };
+
+  await Promise.all([
+    db
+      .update(bulkAddressUploads)
+      .set({ status: "processing", taskId: task.id })
+      .where(eq(bulkAddressUploads.id, args.uploadId)),
+    db
+      .update(tasks)
+      .set({ status: "in progress" })
+      .where(eq(tasks.id, task.id)),
+    db
+      .update(subTasks)
+      .set({ inputs: JSON.stringify(payload) })
+      .where(eq(subTasks.id, subTask.id)),
+  ]);
+  return { kind: "ok", taskId: task.id };
+}
+
+export type CombineRetriggerOutcome =
+  | { kind: "triggered"; taskId: string; subTaskId: string }
+  | { kind: "already_combined" }
+  | { kind: "not_found" }
+  | { kind: "missing_task" }
+  | { kind: "trigger_failed"; status: number; message: string };
+
+export async function requestCombineRetrigger(args: {
+  uploadId: string;
+  sessionToken: string | undefined;
+}): Promise<CombineRetriggerOutcome> {
+  const upload = await loadById(args.uploadId);
+  if (!upload) return { kind: "not_found" };
+  if (!upload.taskId) return { kind: "missing_task" };
+  if (upload.combinedOutputS3Uri) return { kind: "already_combined" };
+
+  const [subTask] = await db
+    .insert(subTasks)
+    .values({ taskId: upload.taskId, status: "waiting" })
+    .returning();
+
+  const payload = { task_id: upload.taskId, sub_task_id: subTask.id };
+
+  const trigger = await triggerFastApiPipeline({
+    endpoint: "/v1/bulk-uploads/trigger-combiner",
+    payload,
+    sessionToken: args.sessionToken,
+  });
+  if (!trigger.ok)
+    return { kind: "trigger_failed", status: trigger.status, message: trigger.message };
+
+  await db
+    .update(subTasks)
+    .set({ inputs: JSON.stringify(payload) })
+    .where(eq(subTasks.id, subTask.id));
+
+  return { kind: "triggered", taskId: upload.taskId, subTaskId: subTask.id };
+}
+
+export type LoadForFinalizeOutcome =
+  | { kind: "ready"; upload: BulkUpload }
+  | { kind: "already_finalized" }
+  | { kind: "not_found" }
+  | { kind: "not_yet_combined" }
+  | { kind: "wrong_state"; current: string };
+
+export async function loadForFinalize(uploadId: string): Promise<LoadForFinalizeOutcome> {
+  const upload = await loadById(uploadId);
+  if (!upload) return { kind: "not_found" };
+  if (upload.status === "complete") return { kind: "already_finalized" };
+  if (upload.status !== "awaiting_review")
+    return { kind: "wrong_state", current: upload.status };
+  if (!upload.combinedOutputS3Uri) return { kind: "not_yet_combined" };
+  return { kind: "ready", upload };
+}
+
+export async function markFinalized(uploadId: string): Promise<void> {
+  await db
+    .update(bulkAddressUploads)
+    .set({ status: "complete" })
+    .where(eq(bulkAddressUploads.id, uploadId));
+}
diff --git a/src/lib/bulkUpload/types.ts b/src/lib/bulkUpload/types.ts
new file mode 100644
index 0000000..c2b1cb6
--- /dev/null
+++ b/src/lib/bulkUpload/types.ts
@@ -0,0 +1,42 @@
+import type { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+
+export const BULK_UPLOAD_STATUSES = [
+  "ready_for_processing",
+  "mapping_complete",
+  "processing",
+  "combining",
+  "awaiting_review",
+  "complete",
+  "failed",
+] as const;
+
+export type BulkUploadStatus = (typeof BULK_UPLOAD_STATUSES)[number];
+
+export type BulkUpload = typeof bulkAddressUploads.$inferSelect;
+
+export type TaskSummary = {
+  id: string;
+  taskSource: string;
+  status: string;
+  service: string | null;
+  jobStarted: Date | null;
+  jobCompleted: Date | null;
+  updatedAt: Date;
+  totalSubtasks: number;
+  completedSubtasks: number;
+  failedSubtasks: number;
+};
+
+export type ProgressView = {
+  upload: BulkUpload;
+  task: TaskSummary | null;
+};
+
+const TERMINAL_UPLOAD_STATUSES: ReadonlySet<BulkUploadStatus> = new Set([
+  "complete",
+  "failed",
+]);
+
+export function isTerminalStatus(status: string): boolean {
+  return TERMINAL_UPLOAD_STATUSES.has(status as BulkUploadStatus);
+}
diff --git a/src/lib/session.ts b/src/lib/session.ts
new file mode 100644
index 0000000..92f04dd
--- /dev/null
+++ b/src/lib/session.ts
@@ -0,0 +1,8 @@
+import { NextRequest } from "next/server";
+
+export function readSessionToken(request: NextRequest): string | undefined {
+  return (
+    request.cookies.get("__Secure-next-auth.session-token")?.value ??
+    request.cookies.get("next-auth.session-token")?.value
+  );
+}
diff --git a/vitest.config.ts b/vitest.config.ts
new file mode 100644
index 0000000..ede31fe
--- /dev/null
+++ b/vitest.config.ts
@@ -0,0 +1,20 @@
+import { defineConfig } from "vitest/config";
+import path from "node:path";
+
+export default defineConfig({
+  esbuild: {
+    jsx: "automatic",
+  },
+  test: {
+    environment: "node",
+    include: ["src/**/*.test.ts", "src/**/*.test.tsx"],
+    // Cypress lives under /cypress and uses its own runner; exclude it so the
+    // two harnesses do not collide.
+    exclude: ["node_modules", ".next", "cypress"],
+  },
+  resolve: {
+    alias: {
+      "@": path.resolve(__dirname, "./src"),
+    },
+  },
+});