From b81a1aaf617bff8690c985fabbc55326a1dc4604 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Sat, 18 Apr 2026 18:55:19 +0000
Subject: [PATCH 001/147] added trigger of sqs

---
 CLAUDE.md                                     |   9 +
 .../bulk-uploads/[uploadId]/combine/route.ts  |  60 +++
 .../bulk-uploads/[uploadId]/onboard/route.ts  | 163 +++++++
 .../bulk-uploads/[uploadId]/route.ts          |  50 ++
 .../[portfolioId]/bulk-uploads/route.ts       |  24 +
 src/app/api/tasks/[taskId]/summary/route.ts   |  40 ++
 src/app/api/tasks/route.ts                    |  54 +++
 .../upload/bulk-addresses/confirm/route.ts    |  50 ++
 src/app/api/upload/bulk-addresses/route.ts    |  36 ++
 .../portfolio/BulkUploadComingSoonModal.tsx   | 440 ++++++++++++++++--
 .../[uploadId]/OnboardingProgress.tsx         | 129 +++++
 .../[uploadId]/StartOnboardingButton.tsx      |  87 ++++
 .../map-columns/MapColumnsClient.tsx          | 271 +++++++++++
 .../[uploadId]/map-columns/page.tsx           |  33 ++
 .../bulk-upload/[uploadId]/page.tsx           | 169 +++++++
 .../[slug]/(portfolio)/bulk-upload/page.tsx   | 143 ++++++
 src/app/utils/sqs.ts                          |   9 +-
 17 files changed, 1729 insertions(+), 38 deletions(-)
 create mode 100644 CLAUDE.md
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts
 create mode 100644 src/app/api/tasks/[taskId]/summary/route.ts
 create mode 100644 src/app/api/upload/bulk-addresses/confirm/route.ts
 create mode 100644 src/app/api/upload/bulk-addresses/route.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartOnboardingButton.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/page.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx

diff --git a/CLAUDE.md b/CLAUDE.md
new file mode 100644
index 0000000..a88bf88
--- /dev/null
+++ b/CLAUDE.md
@@ -0,0 +1,9 @@
+# Claude guidance for this project
+
+## React
+
+- **Avoid `useEffect` and `useMemo`.** Derive values inline, use Server Components + Route Handlers, event handlers, or `useSyncExternalStore` instead. If a hook is genuinely the only option, flag it and ask before using it.
+
+## Next.js 15 route handlers
+
+- `params` is a `Promise` — type as `{ params: Promise<{ ... }> }` and `await params` before destructuring.
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..1ebb20b
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts
@@ -0,0 +1,60 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { subTasks } from "@/app/db/schema/tasks/subtask";
+import { eq } from "drizzle-orm";
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { sendToQueue } from "@/app/utils/sqs";
+
+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 [upload] = await db
+    .select()
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+
+  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
+  if (!upload.taskId)
+    return NextResponse.json({ error: "Upload has no task" }, { status: 422 });
+  if (upload.combinedOutputS3Uri)
+    return NextResponse.json({ alreadyCombined: true }, { status: 200 });
+
+  const queueName = process.env.BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME;
+  if (!queueName) {
+    console.error("BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME not set");
+    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
+  }
+
+  const [subTask] = await db
+    .insert(subTasks)
+    .values({
+      taskId: upload.taskId,
+      status: "waiting",
+    })
+    .returning();
+
+  const messageBody = { task_id: upload.taskId, sub_task_id: subTask.id };
+
+  try {
+    await sendToQueue(messageBody, { queueName });
+  } catch (err) {
+    console.error("Failed to send combiner SQS message:", err);
+    return NextResponse.json({ error: "Failed to queue combiner job" }, { status: 500 });
+  }
+
+  await db
+    .update(subTasks)
+    .set({ inputs: JSON.stringify(messageBody) })
+    .where(eq(subTasks.id, subTask.id));
+
+  return NextResponse.json({ taskId: upload.taskId, subTaskId: subTask.id }, { status: 200 });
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
new file mode 100644
index 0000000..5a6d4b0
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
@@ -0,0 +1,163 @@
+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 { eq } from "drizzle-orm";
+import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { z } from "zod";
+import { createS3Client } from "@/app/utils/s3";
+import { sendToQueue } from "@/app/utils/sqs";
+import S3 from "aws-sdk/clients/s3";
+import * as XLSX from "xlsx";
+
+const FIELD_RENAME: Record<string, string> = {
+  address_1: "Address 1",
+  address_2: "Address 2",
+  address_3: "Address 3",
+  postcode: "postcode",
+  internal_reference: "Internal Reference",
+};
+
+const BodySchema = z.object({
+  taskId: z.string().uuid(),
+  subTaskId: z.string().uuid(),
+});
+
+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;
+
+  let body;
+  try {
+    body = BodySchema.parse(await request.json());
+  } catch {
+    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
+  }
+
+  const [upload] = await db
+    .select()
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+
+  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
+  if (upload.status !== "mapping_complete")
+    return NextResponse.json({ error: "Upload not ready for onboarding" }, { status: 422 });
+  if (!upload.columnMapping)
+    return NextResponse.json({ error: "Column mapping missing" }, { status: 422 });
+
+  const s3 = createS3Client();
+  const outputS3 = 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,
+  });
+  const outputBucket = process.env.RETROFIT_DATA_DEV_S3_BUCKET_NAME!;
+  const bucket = upload.s3Bucket;
+
+  let fileBuffer: Buffer;
+  try {
+    const obj = await s3
+      .getObject({ Bucket: bucket, 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 result = transformFile(fileBuffer, upload.columnMapping);
+  if (result.error) return NextResponse.json({ error: result.error }, { status: 422 });
+
+  const transformedKey = `bulk_onboarding_inputs/${portfolioId}/${uploadId}.csv`;
+  try {
+    await outputS3
+      .putObject({
+        Bucket: outputBucket,
+        Key: transformedKey,
+        Body: result.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 queueName = process.env.POSTCODE_SPLITTER_QUEUE_NAME;
+  if (!queueName) {
+    console.error("POSTCODE_SPLITTER_QUEUE_NAME not set");
+    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
+  }
+
+  try {
+    await sendToQueue(
+      { task_id: body.taskId, sub_task_id: body.subTaskId, s3_uri: s3Uri },
+      { queueName }
+    );
+  } catch (err) {
+    console.error("Failed to send SQS message:", err);
+    return NextResponse.json({ error: "Failed to queue onboarding job" }, { status: 500 });
+  }
+
+  await Promise.all([
+    db.update(bulkAddressUploads)
+      .set({ status: "processing", taskId: body.taskId })
+      .where(eq(bulkAddressUploads.id, uploadId)),
+    db.update(tasks)
+      .set({ status: "in progress" })
+      .where(eq(tasks.id, body.taskId)),
+    db.update(subTasks)
+      .set({ inputs: JSON.stringify({ task_id: body.taskId, sub_task_id: body.subTaskId, s3_uri: s3Uri }) })
+      .where(eq(subTasks.id, body.subTaskId)),
+  ]);
+
+  return NextResponse.json({ taskId: body.taskId }, { 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..b61e05d
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
@@ -0,0 +1,50 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { eq } from "drizzle-orm";
+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({ msg: "Invalid input" }, { status: 400 });
+  }
+
+  const values = Object.values(body.columnMapping);
+  const hasAddress = values.includes("address_1");
+  const hasPostcode = values.includes("postcode");
+  if (!hasAddress || !hasPostcode) {
+    return NextResponse.json(
+      { msg: "Mapping must include address_1 and postcode." },
+      { status: 422 }
+    );
+  }
+
+  try {
+    const [updated] = await db
+      .update(bulkAddressUploads)
+      .set({ columnMapping: body.columnMapping, status: "mapping_complete" })
+      .where(eq(bulkAddressUploads.id, uploadId))
+      .returning();
+
+    if (!updated) {
+      return NextResponse.json({ msg: "Not found" }, { status: 404 });
+    }
+
+    return NextResponse.json(updated, { status: 200 });
+  } catch (error) {
+    console.error("Failed to save column mapping:", error);
+    return NextResponse.json({ msg: "Internal server error" }, { status: 500 });
+  }
+}
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..86bd00f
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts
@@ -0,0 +1,24 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { eq, desc } from "drizzle-orm";
+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 db
+      .select()
+      .from(bulkAddressUploads)
+      .where(eq(bulkAddressUploads.portfolioId, portfolioId))
+      .orderBy(desc(bulkAddressUploads.createdAt));
+
+    return NextResponse.json(uploads, { status: 200 });
+  } catch (error) {
+    console.error("Failed to fetch bulk uploads:", error);
+    return NextResponse.json({ msg: "Internal server error" }, { status: 500 });
+  }
+}
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/tasks/route.ts b/src/app/api/tasks/route.ts
index d11a239..dc6e830 100644
--- a/src/app/api/tasks/route.ts
+++ b/src/app/api/tasks/route.ts
@@ -1,7 +1,61 @@
 import { db } from "@/app/db/db";
 import { tasks } from "@/app/db/schema/tasks/tasks";
+import { subTasks } from "@/app/db/schema/tasks/subtask";
 import { desc, count } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { z } from "zod";
+
+const CreateTaskSchema = z.object({
+  taskSource: z.string().min(1),
+  service: z.string().optional(),
+  source: z.literal("portfolio_id").optional(),
+  sourceId: z.string().optional(),
+  inputs: z.record(z.unknown()).optional(),
+});
+
+export async function POST(request: NextRequest) {
+  const session = await getServerSession(AuthOptions);
+  if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+
+  let body;
+  try {
+    body = CreateTaskSchema.parse(await request.json());
+  } catch {
+    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
+  }
+
+  try {
+    const now = new Date();
+
+    const [task] = await db
+      .insert(tasks)
+      .values({
+        taskSource: body.taskSource,
+        service: body.service,
+        source: body.source,
+        sourceId: body.sourceId,
+        status: "waiting",
+        jobStarted: now,
+      })
+      .returning();
+
+    const [subTask] = await db
+      .insert(subTasks)
+      .values({
+        taskId: task.id,
+        status: "waiting",
+        inputs: body.inputs ? JSON.stringify(body.inputs) : null,
+      })
+      .returning();
+
+    return NextResponse.json({ taskId: task.id, subTaskId: subTask.id }, { status: 201 });
+  } catch (error) {
+    console.error("Failed to create task:", error);
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
+  }
+}
 
 export async function GET(request: NextRequest) {
   try {
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..edc6357
--- /dev/null
+++ b/src/app/api/upload/bulk-addresses/confirm/route.ts
@@ -0,0 +1,50 @@
+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.string()).default([]),
+});
+
+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({ msg: "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({ msg: "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({ msg: "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..9eb1c41
--- /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({ msg: "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({ msg: "Internal server error" }, { status: 500 });
+  }
+}
diff --git a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
index 2de2b42..1cd47bf 100644
--- a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
+++ b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
@@ -4,11 +4,32 @@ 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";
+
+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 +37,212 @@ 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<string[]>(sheet, { header: 1 });
+    headers = ((rows[0] as string[]) ?? []).map((h) => String(h ?? "").trim());
+  }
+
+  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 };
+}
+
+async function getPresignedUrl(
+  userId: string,
+  portfolioId: string,
+  fileKey: string,
+  contentType: string
+): Promise<string> {
+  const res = await fetch("/api/upload/bulk-addresses", {
+    method: "POST",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify({ userId, portfolioId, fileKey, contentType }),
+  });
+  if (!res.ok) throw new Error("Failed to generate upload URL.");
+  const data = await res.json();
+  return data.url;
+}
+
 export default function BulkUploadComingSoonModal({
   isOpen,
   onClose,
+  portfolioId,
 }: BulkUploadComingSoonModalProps) {
+  const session = useSession();
+  const router = useRouter();
+  const fileInputRef = useRef<HTMLInputElement>(null);
+
+  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 [uploading, setUploading] = useState(false);
+  const [uploadProgress, setUploadProgress] = useState<number | null>(null);
+  const [uploadError, setUploadError] = useState<string | null>(null);
+
+  async function handleFile(file: File) {
+    setUploadError(null);
+    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);
+    setUploadError(null);
+    setUploading(false);
+    setUploadProgress(null);
+    onClose();
+  }
+
+  async function handleUpload() {
+    const userId = String(session.data?.user?.dbId ?? "");
+    if (!selectedFile || !userId) return;
+
+    setUploading(true);
+    setUploadProgress(0);
+    setUploadError(null);
+
+    try {
+      const ext = getFileExtension(selectedFile.name);
+      const contentType = CONTENT_TYPES[ext] ?? "application/octet-stream";
+      const fileKey = generateS3Key(userId, portfolioId, ext);
+
+      const presignedUrl = await getPresignedUrl(userId, portfolioId, fileKey, contentType);
+
+      await new Promise<void>((resolve, reject) => {
+        const xhr = new XMLHttpRequest();
+        xhr.open("PUT", presignedUrl);
+        xhr.setRequestHeader("Content-Type", contentType);
+        xhr.upload.addEventListener("progress", (e) => {
+          if (e.lengthComputable) {
+            setUploadProgress(Math.round((e.loaded / e.total) * 100));
+          }
+        });
+        xhr.onload = () => {
+          if (xhr.status >= 200 && xhr.status < 300) resolve();
+          else reject(new Error(`S3 upload failed: ${xhr.status}`));
+        };
+        xhr.onerror = () => reject(new Error("Network error during upload"));
+        xhr.send(selectedFile);
+      });
+
+      const confirmRes = await fetch("/api/upload/bulk-addresses/confirm", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ fileKey, filename: selectedFile.name, portfolioId, userId, sourceHeaders }),
+      });
+      if (!confirmRes.ok) throw new Error("Failed to record upload.");
+
+      const { id: uploadId } = await confirmRes.json();
+      router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}/map-columns`);
+      onClose();
+    } catch (err) {
+      setUploadError("Upload failed. Please try again, or contact a Domna representative if the issue persists.");
+    } finally {
+      setUploading(false);
+      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 +252,204 @@ 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/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..a4afb30
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
@@ -0,0 +1,129 @@
+"use client";
+
+import { useEffect, useState, useRef } from "react";
+import Link from "next/link";
+
+interface TaskData {
+  id: string;
+  taskSource: string;
+  status: string;
+  totalSubtasks: number;
+  completedSubtasks: number;
+  failedSubtasks: number;
+}
+
+interface Props {
+  taskId: string;
+  portfolioSlug: string;
+  portfolioId: string;
+  uploadId: string;
+  isDomnaUser: boolean;
+}
+
+const TERMINAL_STATUSES = new Set(["complete", "completed", "failed", "failure", "error"]);
+const FAILED_STATUSES = new Set(["failed", "failure", "error"]);
+
+export default function OnboardingProgress({
+  taskId,
+  portfolioSlug,
+  portfolioId,
+  uploadId,
+  isDomnaUser,
+}: Props) {
+  const [data, setData] = useState<TaskData | null>(null);
+  const [fetchError, setFetchError] = useState(false);
+  const intervalRef = useRef<ReturnType<typeof setInterval> | null>(null);
+  const combineFiredRef = useRef(false);
+
+  useEffect(() => {
+    async function poll() {
+      try {
+        const res = await fetch(`/api/tasks/${taskId}/summary`);
+        if (!res.ok) { setFetchError(true); return; }
+        const json: TaskData = await res.json();
+        setData(json);
+        const status = json.status.toLowerCase();
+        if (TERMINAL_STATUSES.has(status)) {
+          if (intervalRef.current) clearInterval(intervalRef.current);
+          if (!FAILED_STATUSES.has(status) && !combineFiredRef.current) {
+            combineFiredRef.current = true;
+            fetch(`/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/combine`, {
+              method: "POST",
+            }).catch((err) => console.error("Failed to trigger combiner:", err));
+          }
+        }
+      } catch {
+        setFetchError(true);
+      }
+    }
+
+    poll();
+    intervalRef.current = setInterval(poll, 3000);
+    return () => { if (intervalRef.current) clearInterval(intervalRef.current); };
+  }, [taskId, portfolioId, uploadId]);
+
+  if (fetchError) return null;
+  if (!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 total = data.totalSubtasks;
+  const complete = data.completedSubtasks;
+  const failed = data.failedSubtasks;
+  const percent = total > 0 ? Math.round((complete / total) * 100) : 0;
+  const isDone = TERMINAL_STATUSES.has(data.status.toLowerCase());
+  const isFailed = ["failed", "failure", "error"].includes(data.status.toLowerCase());
+
+  return (
+    <div className="mt-6 space-y-3">
+      {/* Progress bar */}
+      <div className="w-full bg-gray-100 rounded-full h-2 overflow-hidden">
+        <div
+          className={`h-2 rounded-full transition-all duration-500 ${isFailed ? "bg-red-400" : "bg-[#14163d]"}`}
+          style={{ width: total > 0 ? `${percent}%` : "4%" }}
+        />
+      </div>
+
+      {/* Counts */}
+      <div className="flex items-center gap-4 text-xs text-gray-500">
+        {total > 0 && (
+          <span>
+            <span className="font-semibold text-gray-700">{complete}</span> / {total} batches complete
+          </span>
+        )}
+        {failed > 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" />
+            {failed} failed
+          </span>
+        )}
+        {!isDone && (
+          <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>
+        )}
+        {isDone && !isFailed && (
+          <span className="flex items-center gap-1 text-green-600 font-semibold">
+            <span className="w-1.5 h-1.5 rounded-full bg-green-500" />
+            Complete
+          </span>
+        )}
+      </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>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartOnboardingButton.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartOnboardingButton.tsx
new file mode 100644
index 0000000..60dad11
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartOnboardingButton.tsx
@@ -0,0 +1,87 @@
+"use client";
+
+import { useState } from "react";
+import { useRouter } from "next/navigation";
+import { ArrowRightIcon } from "@heroicons/react/24/outline";
+
+interface Props {
+  portfolioId: string;
+  uploadId: string;
+  filename: string;
+}
+
+export default function StartOnboardingButton({ portfolioId, uploadId, filename }: Props) {
+  const router = useRouter();
+  const [loading, setLoading] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  async function handleStart() {
+    setLoading(true);
+    setError(null);
+
+    try {
+      const taskRes = await fetch("/api/tasks", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({
+          taskSource: `Address Onboarding – ${filename}`,
+          service: "address2uprn",
+          source: "portfolio_id",
+          sourceId: portfolioId,
+          inputs: { bulk_upload_id: uploadId },
+        }),
+      });
+
+      if (!taskRes.ok) {
+        const data = await taskRes.json().catch(() => ({}));
+        throw new Error(data.error ?? "Failed to create task");
+      }
+
+      const { taskId, subTaskId } = await taskRes.json();
+
+      const onboardRes = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/onboard`,
+        {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ taskId, subTaskId }),
+        }
+      );
+
+      if (!onboardRes.ok) {
+        const data = await onboardRes.json().catch(() => ({}));
+        throw new Error(data.error ?? "Failed to start onboarding");
+      }
+
+      router.refresh();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "Something went wrong");
+      setLoading(false);
+    }
+  }
+
+  return (
+    <div className="mt-4">
+      <button
+        onClick={handleStart}
+        disabled={loading}
+        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 ${
+          loading ? "opacity-50 cursor-not-allowed" : "hover:opacity-90"
+        }`}
+      >
+        {loading ? (
+          <>
+            <span className="w-4 h-4 rounded-full border-2 border-white border-t-transparent animate-spin" />
+            Starting…
+          </>
+        ) : (
+          <>
+            Start Onboarding
+            <ArrowRightIcon className="h-4 w-4" />
+          </>
+        )}
+      </button>
+      {error && <p className="mt-2 text-xs text-red-500">{error}</p>}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx
new file mode 100644
index 0000000..1915282
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx
@@ -0,0 +1,271 @@
+"use client";
+
+import { useState } from "react";
+import { useRouter } from "next/navigation";
+import Link from "next/link";
+import {
+  ArrowLeftIcon,
+  ArrowRightIcon,
+  TableCellsIcon,
+  ArrowsRightLeftIcon,
+} from "@heroicons/react/24/outline";
+
+const INTERNAL_FIELDS = [
+  { value: "address_1", label: "Address 1", required: true },
+  { value: "address_2", label: "Address 2", required: false },
+  { value: "address_3", label: "Address 3", required: false },
+  { value: "postcode", label: "Postcode", required: true },
+  { value: "internal_reference", label: "Internal Reference (Optional)", required: false },
+  { value: "skip", label: "Skip this column", required: false },
+];
+
+const REQUIRED_VALUES = ["address_1", "postcode"];
+
+function autoDetect(header: string): string {
+  const h = header.toLowerCase().replace(/[\s_\-]/g, "");
+  if (/^(address|addr)(line)?(1|one)?$/.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$/.test(h)) return "internal_reference";
+  return "skip";
+}
+
+function buildInitialMapping(
+  headers: string[],
+  existing?: Record<string, string>
+): Record<string, string> {
+  const mapping: Record<string, string> = {};
+  for (const h of headers) {
+    mapping[h] = existing?.[h] ?? autoDetect(h);
+  }
+  return mapping;
+}
+
+interface Props {
+  portfolioId: string;
+  uploadId: string;
+  filename: string;
+  sourceHeaders: string[];
+  existingMapping?: Record<string, string>;
+}
+
+export default function MapColumnsClient({
+  portfolioId,
+  uploadId,
+  filename,
+  sourceHeaders,
+  existingMapping,
+}: Props) {
+  const router = useRouter();
+  const [mapping, setMapping] = useState<Record<string, string>>(
+    buildInitialMapping(sourceHeaders, existingMapping)
+  );
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  const mappedValues = Object.values(mapping).filter((v) => v !== "skip");
+  const missingRequired = REQUIRED_VALUES.filter((r) => !mappedValues.includes(r));
+  const canSubmit = missingRequired.length === 0 && !submitting;
+
+  function setField(header: string, value: string) {
+    setMapping((prev) => ({ ...prev, [header]: value }));
+  }
+
+  async function handleSubmit() {
+    if (!canSubmit) return;
+    setSubmitting(true);
+    setError(null);
+
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}`,
+        {
+          method: "PATCH",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ columnMapping: mapping }),
+        }
+      );
+
+      if (!res.ok) {
+        const data = await res.json().catch(() => ({}));
+        throw new Error(data.msg ?? "Failed to save mapping.");
+      }
+
+      router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}`);
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "Something went wrong.");
+      setSubmitting(false);
+    }
+  }
+
+  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..5f7ca9b
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
@@ -0,0 +1,169 @@
+"use server";
+
+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 StartOnboardingButton from "./StartOnboardingButton";
+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,
+  },
+  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>
+                <StartOnboardingButton
+                  portfolioId={upload.portfolioId}
+                  uploadId={uploadId}
+                  filename={upload.filename}
+                />
+              </div>
+            )}
+
+            {(statusKey === "processing" || statusKey === "complete" || statusKey === "failed") &&
+              upload.taskId && (
+                <OnboardingProgress
+                  taskId={upload.taskId}
+                  portfolioSlug={slug}
+                  portfolioId={upload.portfolioId}
+                  uploadId={uploadId}
+                  isDomnaUser={isDomnaUser}
+                />
+              )}
+          </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..cc5a949
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx
@@ -0,0 +1,143 @@
+"use server";
+
+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/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 = {

From 0afb2c14c7913fd326325da1040502be0c79cd7b Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Sat, 18 Apr 2026 19:08:56 +0000
Subject: [PATCH 002/147] added backlog to help me manage claude things

---
 .devcontainer/Dockerfile                      |    3 +
 .devcontainer/devcontainer.json               |    4 +-
 .mcp.json                                     |    9 +
 CLAUDE.md                                     |    8 +
 backlog/config.yml                            |   14 +
 ...INER_QUEUE_NAME-to-staging-and-prod-env.md |   26 +
 ...biner-queue-to-assessment-model-runtime.md |   25 +
 ...bda-queue-via-terraform-to-staging-prod.md |   26 +
 ...- Smoke-test-combiner-end-to-end-on-dev.md |   27 +
 ...-next-time-bulk_address_uploads-touched.md |   28 +
 src/app/db/migrations/0179_mighty_cardiac.sql |    2 -
 src/app/db/migrations/meta/0178_snapshot.json |   32 +-
 src/app/db/migrations/meta/0179_snapshot.json | 6910 -----------------
 src/app/db/migrations/meta/_journal.json      |    7 -
 14 files changed, 190 insertions(+), 6931 deletions(-)
 create mode 100644 .mcp.json
 create mode 100644 backlog/config.yml
 create mode 100644 backlog/tasks/task-1 - Add-BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME-to-staging-and-prod-env.md
 create mode 100644 backlog/tasks/task-2 - Grant-sqs-SendMessage-IAM-on-combiner-queue-to-assessment-model-runtime.md
 create mode 100644 backlog/tasks/task-3 - Deploy-bulk_address2uprn_combiner-Lambda-queue-via-terraform-to-staging-prod.md
 create mode 100644 backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md
 create mode 100644 backlog/tasks/task-5 - Squash-migrations-0178-DROP-0179-re-ADD-next-time-bulk_address_uploads-touched.md
 delete mode 100644 src/app/db/migrations/0179_mighty_cardiac.sql
 delete mode 100644 src/app/db/migrations/meta/0179_snapshot.json

diff --git a/.devcontainer/Dockerfile b/.devcontainer/Dockerfile
index 42f93fa..d3c123c 100644
--- a/.devcontainer/Dockerfile
+++ b/.devcontainer/Dockerfile
@@ -23,6 +23,9 @@ RUN curl -fsSL https://deb.nodesource.com/setup_22.x | bash - \
     && node -v \
     && npm -v
 
+# Install Backlog.md (task/todo CLI: https://github.com/MrLesk/Backlog.md)
+RUN npm install -g backlog.md
+
 # # Install aws
 # RUN curl "https://awscli.amazonaws.com/awscli-exe-linux-x86_64.zip" -o "awscliv2.zip"
 # RUN unzip awscliv2.zip
diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json
index 36d8b4d..72efbbc 100644
--- a/.devcontainer/devcontainer.json
+++ b/.devcontainer/devcontainer.json
@@ -5,8 +5,8 @@
   "remoteUser": "vscode",
   "workspaceFolder": "/workspaces/assessment-model",
   "postStartCommand": "bash .devcontainer/post-install.sh",
-  "forwardPorts": [3000], # For vscode
-  "appPort": ["3000:3000"], # For devcontainer shell
+  "forwardPorts": [3000, 6420], # 3000 = Next.js, 6420 = Backlog.md browser
+  "appPort": ["3000:3000", "6420:6420"], # For devcontainer shell
   "mounts": [
     // Optional, just makes getting from Downloads (local env) easier
     "source=${localEnv:HOME},target=/workspaces/home,type=bind"
diff --git a/.mcp.json b/.mcp.json
new file mode 100644
index 0000000..ece32da
--- /dev/null
+++ b/.mcp.json
@@ -0,0 +1,9 @@
+{
+  "mcpServers": {
+    "backlog": {
+      "type": "stdio",
+      "command": "backlog",
+      "args": ["mcp", "start"]
+    }
+  }
+}
diff --git a/CLAUDE.md b/CLAUDE.md
index a88bf88..8a6b88d 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -7,3 +7,11 @@
 ## Next.js 15 route handlers
 
 - `params` is a `Promise` — type as `{ params: Promise<{ ... }> }` and `await params` before destructuring.
+
+## Task tracking — Backlog.md
+
+- Project uses [Backlog.md](https://github.com/MrLesk/Backlog.md) for manual/human todos (CLI `backlog`, web UI on port 6420).
+- MCP server is wired via `.mcp.json` — tools exposed under the `backlog` server. Use those tools instead of shelling out when possible.
+- Tasks live as markdown under `backlog/tasks/`. Committed to git. Read them for context on outstanding manual work (env vars, IAM, infra) owed by humans.
+- To start the web UI during development: `backlog browser` (port 6420, forwarded by devcontainer).
+- Do NOT mirror Backlog.md tasks into Claude's internal todo system. Use one or the other — Backlog for durable cross-session work, internal todos for within-turn progress tracking.
diff --git a/backlog/config.yml b/backlog/config.yml
new file mode 100644
index 0000000..66f9242
--- /dev/null
+++ b/backlog/config.yml
@@ -0,0 +1,14 @@
+project_name: "assessment-model"
+default_status: "To Do"
+statuses: ["To Do", "In Progress", "Done"]
+labels: []
+date_format: yyyy-mm-dd
+max_column_width: 20
+auto_open_browser: false
+default_port: 6420
+remote_operations: false
+auto_commit: false
+bypass_git_hooks: false
+check_active_branches: true
+active_branch_days: 30
+task_prefix: "task"
diff --git a/backlog/tasks/task-1 - Add-BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME-to-staging-and-prod-env.md b/backlog/tasks/task-1 - Add-BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME-to-staging-and-prod-env.md
new file mode 100644
index 0000000..b4938e5
--- /dev/null
+++ b/backlog/tasks/task-1 - Add-BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME-to-staging-and-prod-env.md	
@@ -0,0 +1,26 @@
+---
+id: TASK-1
+title: Add BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME to staging and prod env
+status: To Do
+assignee:
+  - Jun-te Kim
+created_date: '2026-04-18 19:01'
+labels:
+  - env
+  - infra
+dependencies: []
+priority: high
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Dev .env.local has it; non-dev envs still missing. Combine route returns 500 'Server misconfiguration' without it.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [ ] #1 Value set in staging env: bulk-address2uprn-combiner-queue-staging (or matching stage suffix)
+- [ ] #2 Value set in prod env: bulk-address2uprn-combiner-queue-prod
+- [ ] #3 Deploy redeployed; /api/portfolio/{pid}/bulk-uploads/{uid}/combine returns 200 not 500
+<!-- AC:END -->
diff --git a/backlog/tasks/task-2 - Grant-sqs-SendMessage-IAM-on-combiner-queue-to-assessment-model-runtime.md b/backlog/tasks/task-2 - Grant-sqs-SendMessage-IAM-on-combiner-queue-to-assessment-model-runtime.md
new file mode 100644
index 0000000..5ca196a
--- /dev/null
+++ b/backlog/tasks/task-2 - Grant-sqs-SendMessage-IAM-on-combiner-queue-to-assessment-model-runtime.md	
@@ -0,0 +1,25 @@
+---
+id: TASK-2
+title: 'Grant sqs:SendMessage IAM on combiner queue to assessment-model runtime'
+status: To Do
+assignee:
+  - Jun-te Kim
+created_date: '2026-04-18 19:01'
+labels:
+  - infra
+  - iam
+dependencies: []
+priority: high
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Combine route sends to bulk-address2uprn-combiner-queue-<stage>. Runtime role needs sqs:SendMessage + sqs:GetQueueUrl on that queue ARN.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [ ] #1 IAM policy updated in terraform for staging + prod
+- [ ] #2 Verified via AWS console or 'aws sqs get-queue-url' using runtime creds
+<!-- AC:END -->
diff --git a/backlog/tasks/task-3 - Deploy-bulk_address2uprn_combiner-Lambda-queue-via-terraform-to-staging-prod.md b/backlog/tasks/task-3 - Deploy-bulk_address2uprn_combiner-Lambda-queue-via-terraform-to-staging-prod.md
new file mode 100644
index 0000000..fecfa88
--- /dev/null
+++ b/backlog/tasks/task-3 - Deploy-bulk_address2uprn_combiner-Lambda-queue-via-terraform-to-staging-prod.md	
@@ -0,0 +1,26 @@
+---
+id: TASK-3
+title: Deploy bulk_address2uprn_combiner Lambda + queue via terraform to staging/prod
+status: To Do
+assignee:
+  - Jun-te Kim
+created_date: '2026-04-18 19:01'
+labels:
+  - infra
+  - terraform
+dependencies: []
+priority: high
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Lambda source at /workspaces/home/github/Model/backend/bulk_address2uprn_combiner/. Uses lambda_with_sqs module. Needs S3_BUCKET_NAME=retrofit_sap_data_bucket_name and DB creds envs. Confirm queue name convention bulk-address2uprn-combiner-queue-<stage>.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [ ] #1 Lambda + queue exist in staging
+- [ ] #2 Lambda + queue exist in prod
+- [ ] #3 Lambda has read on ara_raw_outputs/ and write on bulk_final_outputs/ in retrofit_sap_data bucket
+<!-- AC:END -->
diff --git a/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md b/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md
new file mode 100644
index 0000000..59a8215
--- /dev/null
+++ b/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md	
@@ -0,0 +1,27 @@
+---
+id: TASK-4
+title: Smoke-test combiner end-to-end on dev
+status: To Do
+assignee:
+  - Jun-te Kim
+created_date: '2026-04-18 19:02'
+labels:
+  - qa
+  - bulk-upload
+dependencies: []
+priority: medium
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+After env var + IAM ready, run a real bulk upload -> map columns -> onboard -> wait for terminal complete. Confirm combiner fires.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [ ] #1 POST /combine returns 200 with {taskId, subTaskId}
+- [ ] #2 CloudWatch for bulk_address2uprn_combiner shows the subtask picked up
+- [ ] #3 bulk_final_outputs/{task_id}/combined_<timestamp>.csv exists in retrofit_sap_data bucket
+- [ ] #4 bulk_address_uploads.combined_output_s3_uri populated for the test upload
+<!-- AC:END -->
diff --git a/backlog/tasks/task-5 - Squash-migrations-0178-DROP-0179-re-ADD-next-time-bulk_address_uploads-touched.md b/backlog/tasks/task-5 - Squash-migrations-0178-DROP-0179-re-ADD-next-time-bulk_address_uploads-touched.md
new file mode 100644
index 0000000..2d64e04
--- /dev/null
+++ b/backlog/tasks/task-5 - Squash-migrations-0178-DROP-0179-re-ADD-next-time-bulk_address_uploads-touched.md	
@@ -0,0 +1,28 @@
+---
+id: TASK-5
+title: >-
+  Squash migrations 0178 (DROP) + 0179 (re-ADD) next time bulk_address_uploads
+  touched
+status: Done
+assignee:
+  - Jun-te Kim
+created_date: '2026-04-18 19:02'
+updated_date: '2026-04-18 19:06'
+labels:
+  - tech-debt
+  - db
+dependencies: []
+priority: low
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+0178 DROPs task_id + combined_output_s3_uri; 0179 re-ADDs them. Net-zero on live, wasted churn on fresh envs. Collapse to single migration next time schema changes in this area.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Squashed in-place: deleted 0179.sql + 0179_snapshot.json, removed from _journal.json, patched 0178_snapshot.json to include task_id + combined_output_s3_uri cols. Orphan row may remain in live __drizzle_migrations but drizzle tolerates it.
+<!-- SECTION:NOTES:END -->
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/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/0179_snapshot.json
deleted file mode 100644
index 69e16da..0000000
--- a/src/app/db/migrations/meta/0179_snapshot.json
+++ /dev/null
@@ -1,6910 +0,0 @@
-{
-  "id": "351c4142-1926-4103-b56a-33f8530eafef",
-  "prevId": "eed32c53-4a51-451e-9898-5b2bd962bae7",
-  "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",
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-      "name": "r_value_unit",
-      "schema": "public",
-      "values": [
-        "square_meter_kelvin_per_watt"
-      ]
-    },
-    "public.size_unit": {
-      "name": "size_unit",
-      "schema": "public",
-      "values": [
-        "kWp",
-        "kW",
-        "watt",
-        "storey"
-      ]
-    },
-    "public.thermal_conductivity_unit": {
-      "name": "thermal_conductivity_unit",
-      "schema": "public",
-      "values": [
-        "watt_per_meter_kelvin"
-      ]
-    },
-    "public.goal": {
-      "name": "goal",
-      "schema": "public",
-      "values": [
-        "Valuation Improvement",
-        "Increasing EPC",
-        "Reducing CO2 emissions",
-        "Energy Savings",
-        "None"
-      ]
-    },
-    "public.portfolio_capability": {
-      "name": "portfolio_capability",
-      "schema": "public",
-      "values": [
-        "approver",
-        "contractor"
-      ]
-    },
-    "public.role": {
-      "name": "role",
-      "schema": "public",
-      "values": [
-        "creator",
-        "admin",
-        "read",
-        "write"
-      ]
-    },
-    "public.status": {
-      "name": "status",
-      "schema": "public",
-      "values": [
-        "scoping",
-        "survey",
-        "assessment",
-        "tendering",
-        "project underway",
-        "completion; status: on track",
-        "completion; status: delayed",
-        "completion; status: at risk",
-        "completion; status: completed",
-        "needs review"
-      ]
-    },
-    "public.epc": {
-      "name": "epc",
-      "schema": "public",
-      "values": [
-        "A",
-        "B",
-        "C",
-        "D",
-        "E",
-        "F",
-        "G"
-      ]
-    },
-    "public.creation_status": {
-      "name": "creation_status",
-      "schema": "public",
-      "values": [
-        "LOADING",
-        "READY",
-        "ERROR"
-      ]
-    },
-    "public.housing_type": {
-      "name": "housing_type",
-      "schema": "public",
-      "values": [
-        "Private",
-        "Social"
-      ]
-    },
-    "public.measure_type": {
-      "name": "measure_type",
-      "schema": "public",
-      "values": [
-        "air_source_heat_pump",
-        "boiler_upgrade",
-        "high_heat_retention_storage_heaters",
-        "secondary_heating",
-        "roomstat_programmer_trvs",
-        "time_temperature_zone_control",
-        "cylinder_thermostat",
-        "cavity_wall_insulation",
-        "extension_cavity_wall_insulation",
-        "external_wall_insulation",
-        "internal_wall_insulation",
-        "loft_insulation",
-        "flat_roof_insulation",
-        "room_roof_insulation",
-        "solid_floor_insulation",
-        "suspended_floor_insulation",
-        "double_glazing",
-        "secondary_glazing",
-        "draught_proofing",
-        "mechanical_ventilation",
-        "low_energy_lighting",
-        "solar_pv",
-        "hot_water_tank_insulation",
-        "sealing_open_fireplace"
-      ]
-    },
-    "public.plan_type": {
-      "name": "plan_type",
-      "schema": "public",
-      "values": [
-        "solar_eco4",
-        "solar_hhrsh_eco4",
-        "empty_cavity_eco",
-        "partial_cavity_eco",
-        "extraction_eco"
-      ]
-    },
-    "public.unit_quantity": {
-      "name": "unit_quantity",
-      "schema": "public",
-      "values": [
-        "m2",
-        "part",
-        "kwp"
-      ]
-    },
-    "public.scenario_type": {
-      "name": "scenario_type",
-      "schema": "public",
-      "values": [
-        "unit",
-        "building"
-      ]
-    },
-    "public.source": {
-      "name": "source",
-      "schema": "public",
-      "values": [
-        "portfolio_id"
-      ]
-    },
-    "public.file_source": {
-      "name": "file_source",
-      "schema": "public",
-      "values": [
-        "pas hub",
-        "sharepoint",
-        "hubspot",
-        "ecmk",
-        "contractor"
-      ]
-    },
-    "public.file_type": {
-      "name": "file_type",
-      "schema": "public",
-      "values": [
-        "photo_pack",
-        "site_note",
-        "rd_sap_site_note",
-        "pas_2023_ventilation",
-        "pas_2023_condition",
-        "pas_significance",
-        "par_photo_pack",
-        "pas_2023_property",
-        "pas_2023_occupancy",
-        "ecmk_site_note",
-        "ecmk_rd_sap_site_note",
-        "ecmk_survey_xml",
-        "pre_photo",
-        "mid_photo",
-        "post_photo",
-        "loft_hatch_photo",
-        "dmev_photos",
-        "door_undercut_photos",
-        "trickle_vent_photos",
-        "pre_installation_building_inspection",
-        "point_of_work_risk_assessment",
-        "claim_of_compliance",
-        "mcs_compliance_certificate",
-        "certificate_of_conformity",
-        "minor_works_electrical_certificate",
-        "trustmark_licence_numbers",
-        "operative_competency",
-        "ventilation_assessment_checklist",
-        "anemometer_readings",
-        "commissioning_records",
-        "part_f_ventilation_document",
-        "handover_pack",
-        "insurance_guarantee",
-        "workmanship_warranty",
-        "g98_notification",
-        "installer_qualifications",
-        "installer_feedback",
-        "contractor_other"
-      ]
-    },
-    "public.user_profiles_property_count": {
-      "name": "user_profiles_property_count",
-      "schema": "public",
-      "values": [
-        "1",
-        "2–5",
-        "6–20",
-        "21+",
-        "1–50",
-        "51–100",
-        "101–300",
-        "301–1000",
-        "1000+"
-      ]
-    },
-    "public.user_profiles_referral_source": {
-      "name": "user_profiles_referral_source",
-      "schema": "public",
-      "values": [
-        "search",
-        "social_media",
-        "NRLA",
-        "partner",
-        "word_of_mouth",
-        "other"
-      ]
-    },
-    "public.user_profiles_user_type": {
-      "name": "user_profiles_user_type",
-      "schema": "public",
-      "values": [
-        "private_landlord",
-        "private_tenant",
-        "social_landlord",
-        "social_tenant",
-        "homeowner",
-        "other"
-      ]
-    }
-  },
-  "schemas": {},
-  "sequences": {},
-  "roles": {},
-  "policies": {},
-  "views": {},
-  "_meta": {
-    "columns": {},
-    "schemas": {},
-    "tables": {}
-  }
-}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json
index 3b58c43..ef1efd0 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1254,13 +1254,6 @@
       "when": 1776458454019,
       "tag": "0178_parched_midnight",
       "breakpoints": true
-    },
-    {
-      "idx": 179,
-      "version": "7",
-      "when": 1776459924335,
-      "tag": "0179_mighty_cardiac",
-      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From e6a71e4e0cbd92bcfd1a087367679b18e7981c8c Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Sat, 18 Apr 2026 19:10:33 +0000
Subject: [PATCH 003/147] claude settings as ewll

---
 .claude/settings.local.json | 8 ++++++++
 1 file changed, 8 insertions(+)
 create mode 100644 .claude/settings.local.json

diff --git a/.claude/settings.local.json b/.claude/settings.local.json
new file mode 100644
index 0000000..a71d887
--- /dev/null
+++ b/.claude/settings.local.json
@@ -0,0 +1,8 @@
+{
+  "permissions": {
+    "allow": [
+      "Bash(backlog task *)",
+      "Bash(backlog mcp *)"
+    ]
+  }
+}

From 776c88409c5cb4ef55ced2e614ddb4c297309298 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Mon, 20 Apr 2026 14:58:52 +0000
Subject: [PATCH 004/147] added backlog

---
 .claude/settings.local.json                   |  10 +-
 .devcontainer/Dockerfile                      |  13 ++-
 .devcontainer/devcontainer.json               |   3 +-
 .devcontainer/docker-compose.yml              |   4 +
 CLAUDE.md                                     |  16 +++
 ...INER_QUEUE_NAME-to-staging-and-prod-env.md |  26 -----
 ...s-when-combined_output_s3_uri-populated.md |  31 ++++++
 ...biner-queue-to-assessment-model-runtime.md |  25 -----
 ...bda-queue-via-terraform-to-staging-prod.md |  26 -----
 ...- Smoke-test-combiner-end-to-end-on-dev.md |  21 +++-
 ...-call-backend-trigger-splitter-endpoint.md | 105 ++++++++++++++++++
 ...-route-to-call-backend-trigger-combiner.md |  32 ++++++
 ...irm-matches-page-for-bulk-upload-review.md |  34 ++++++
 ...or-combined-results-and-confirm-matches.md |  35 ++++++
 run_backlog_browser.sh                        |   1 +
 .../[uploadId]/combined-results/route.ts      |  67 +++++++++++
 .../[uploadId]/confirm-matches/route.ts       |  70 ++++++++++++
 .../bulk-uploads/[uploadId]/onboard/route.ts  |  40 +++++--
 18 files changed, 462 insertions(+), 97 deletions(-)
 delete mode 100644 backlog/tasks/task-1 - Add-BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME-to-staging-and-prod-env.md
 create mode 100644 backlog/tasks/task-10 - Redirect-to-confirm-matches-when-combined_output_s3_uri-populated.md
 delete mode 100644 backlog/tasks/task-2 - Grant-sqs-SendMessage-IAM-on-combiner-queue-to-assessment-model-runtime.md
 delete mode 100644 backlog/tasks/task-3 - Deploy-bulk_address2uprn_combiner-Lambda-queue-via-terraform-to-staging-prod.md
 create mode 100644 backlog/tasks/task-6 - Refactor-onboard-route-to-call-backend-trigger-splitter-endpoint.md
 create mode 100644 backlog/tasks/task-7 - Refactor-combine-route-to-call-backend-trigger-combiner.md
 create mode 100644 backlog/tasks/task-8 - Add-confirm-matches-page-for-bulk-upload-review.md
 create mode 100644 backlog/tasks/task-9 - Add-proxy-api-routes-for-combined-results-and-confirm-matches.md
 create mode 100644 run_backlog_browser.sh
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/confirm-matches/route.ts

diff --git a/.claude/settings.local.json b/.claude/settings.local.json
index a71d887..b6b929a 100644
--- a/.claude/settings.local.json
+++ b/.claude/settings.local.json
@@ -2,7 +2,13 @@
   "permissions": {
     "allow": [
       "Bash(backlog task *)",
-      "Bash(backlog mcp *)"
+      "Bash(backlog mcp *)",
+      "Read(//home/vscode/.config/nvim/**)",
+      "Read(//home/vscode/.config/nvim/lua/plugins/**)",
+      "Bash(npx tsc *)"
     ]
-  }
+  },
+  "enabledMcpjsonServers": [
+    "backlog"
+  ]
 }
diff --git a/.devcontainer/Dockerfile b/.devcontainer/Dockerfile
index d3c123c..6a81a00 100644
--- a/.devcontainer/Dockerfile
+++ b/.devcontainer/Dockerfile
@@ -1,4 +1,4 @@
-FROM library/python:3.12-bullseye
+FROM library/python:3.12-bookworm
 
 ARG USER=vscode
 ARG USER_UID=1000
@@ -43,8 +43,19 @@ RUN npm install -g backlog.md
 # RUN apt-get install terraform
 # RUN terraform -install-autocomplete
 
+# Install Neovim (latest) + LazyVim deps
+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 \
+    && apt update && apt install -y --no-install-recommends \
+    ripgrep fd-find git make unzip \
+    && rm -rf /var/lib/apt/lists/*
+
 # Install Claude
 USER ${USER}
+# Bootstrap LazyVim starter config
+RUN git clone https://github.com/LazyVim/starter /home/${USER}/.config/nvim \
+    && rm -rf /home/${USER}/.config/nvim/.git
 RUN curl -fsSL https://claude.ai/install.sh | bash \
     && export PATH="/home/${USER}/.local/bin:${PATH}" \
     && claude plugin marketplace add JuliusBrussee/caveman \
diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json
index 72efbbc..69f8eeb 100644
--- a/.devcontainer/devcontainer.json
+++ b/.devcontainer/devcontainer.json
@@ -21,7 +21,8 @@
       },
       "extensions": [
         "esbenp.prettier-vscode",
-        "Anthropic.claude-code"
+        "Anthropic.claude-code",
+        "asvetliakov.vscode-neovim"
       ]
     }
   }
diff --git a/.devcontainer/docker-compose.yml b/.devcontainer/docker-compose.yml
index 1c8e315..ed3c80c 100644
--- a/.devcontainer/docker-compose.yml
+++ b/.devcontainer/docker-compose.yml
@@ -9,8 +9,12 @@ services:
     command: sleep infinity
     ports:
       - "3000:3000"
+      - "6420:6420"
     volumes:
       - ..:/workspaces/assessment-model
+      - ~/.gitconfig:/home/vscode/.gitconfig:ro
+    environment:
+      - SSH_AUTH_SOCK=${SSH_AUTH_SOCK:-}
     networks:
       - frontend-net
 
diff --git a/CLAUDE.md b/CLAUDE.md
index 8a6b88d..b8c1d54 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -15,3 +15,19 @@
 - Tasks live as markdown under `backlog/tasks/`. Committed to git. Read them for context on outstanding manual work (env vars, IAM, infra) owed by humans.
 - To start the web UI during development: `backlog browser` (port 6420, forwarded by devcontainer).
 - Do NOT mirror Backlog.md tasks into Claude's internal todo system. Use one or the other — Backlog for durable cross-session work, internal todos for within-turn progress tracking.
+
+## Development workflow (spec-driven)
+
+Follow this loop for all feature work:
+
+1. **Decompose** — split user request into small Backlog tasks with acceptance criteria. One task = one PR = one session.
+2. **Plan first** — before writing code, research codebase and write implementation plan inside the task. Stop and wait for user approval.
+3. **Implement** — only after plan approved. One task at a time.
+4. **Verify** — run tests/lint, confirm output matches acceptance criteria.
+
+**Hard rules:**
+- Never start coding without an approved plan in the task.
+- Never work on multiple tasks in one session.
+- If task too big to finish in one session, split it first.
+
+
diff --git a/backlog/tasks/task-1 - Add-BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME-to-staging-and-prod-env.md b/backlog/tasks/task-1 - Add-BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME-to-staging-and-prod-env.md
deleted file mode 100644
index b4938e5..0000000
--- a/backlog/tasks/task-1 - Add-BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME-to-staging-and-prod-env.md	
+++ /dev/null
@@ -1,26 +0,0 @@
----
-id: TASK-1
-title: Add BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME to staging and prod env
-status: To Do
-assignee:
-  - Jun-te Kim
-created_date: '2026-04-18 19:01'
-labels:
-  - env
-  - infra
-dependencies: []
-priority: high
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-Dev .env.local has it; non-dev envs still missing. Combine route returns 500 'Server misconfiguration' without it.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [ ] #1 Value set in staging env: bulk-address2uprn-combiner-queue-staging (or matching stage suffix)
-- [ ] #2 Value set in prod env: bulk-address2uprn-combiner-queue-prod
-- [ ] #3 Deploy redeployed; /api/portfolio/{pid}/bulk-uploads/{uid}/combine returns 200 not 500
-<!-- AC:END -->
diff --git a/backlog/tasks/task-10 - Redirect-to-confirm-matches-when-combined_output_s3_uri-populated.md b/backlog/tasks/task-10 - Redirect-to-confirm-matches-when-combined_output_s3_uri-populated.md
new file mode 100644
index 0000000..3dbff76
--- /dev/null
+++ b/backlog/tasks/task-10 - Redirect-to-confirm-matches-when-combined_output_s3_uri-populated.md	
@@ -0,0 +1,31 @@
+---
+id: TASK-10
+title: Redirect to confirm-matches when combined_output_s3_uri populated
+status: To Do
+assignee: []
+created_date: '2026-04-20'
+updated_date: '2026-04-20'
+labels:
+  - frontend
+  - bulk-upload
+  - ui
+dependencies:
+  - TASK-8
+priority: medium
+ordinal: 5000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+`OnboardingProgress.tsx` currently fires client-side combine POST when task terminal. Once backend auto-chains (backend-task-5) OR frontend triggers via backend route (task-7), the polling should watch for `bulk_address_uploads.combined_output_s3_uri` to be set. When present, show "Review matches →" CTA (or auto-redirect to confirm-matches page, task-8).
+
+May require a new GET endpoint that returns `{status, combined_output_s3_uri}` for polling. Or extend existing task summary with upload fields.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [ ] #1 Polling stops once combined_output_s3_uri populated
+- [ ] #2 UI surfaces a clear CTA to review matches
+- [ ] #3 No duplicate combiner fires across refreshes
+<!-- AC:END -->
diff --git a/backlog/tasks/task-2 - Grant-sqs-SendMessage-IAM-on-combiner-queue-to-assessment-model-runtime.md b/backlog/tasks/task-2 - Grant-sqs-SendMessage-IAM-on-combiner-queue-to-assessment-model-runtime.md
deleted file mode 100644
index 5ca196a..0000000
--- a/backlog/tasks/task-2 - Grant-sqs-SendMessage-IAM-on-combiner-queue-to-assessment-model-runtime.md	
+++ /dev/null
@@ -1,25 +0,0 @@
----
-id: TASK-2
-title: 'Grant sqs:SendMessage IAM on combiner queue to assessment-model runtime'
-status: To Do
-assignee:
-  - Jun-te Kim
-created_date: '2026-04-18 19:01'
-labels:
-  - infra
-  - iam
-dependencies: []
-priority: high
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-Combine route sends to bulk-address2uprn-combiner-queue-<stage>. Runtime role needs sqs:SendMessage + sqs:GetQueueUrl on that queue ARN.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [ ] #1 IAM policy updated in terraform for staging + prod
-- [ ] #2 Verified via AWS console or 'aws sqs get-queue-url' using runtime creds
-<!-- AC:END -->
diff --git a/backlog/tasks/task-3 - Deploy-bulk_address2uprn_combiner-Lambda-queue-via-terraform-to-staging-prod.md b/backlog/tasks/task-3 - Deploy-bulk_address2uprn_combiner-Lambda-queue-via-terraform-to-staging-prod.md
deleted file mode 100644
index fecfa88..0000000
--- a/backlog/tasks/task-3 - Deploy-bulk_address2uprn_combiner-Lambda-queue-via-terraform-to-staging-prod.md	
+++ /dev/null
@@ -1,26 +0,0 @@
----
-id: TASK-3
-title: Deploy bulk_address2uprn_combiner Lambda + queue via terraform to staging/prod
-status: To Do
-assignee:
-  - Jun-te Kim
-created_date: '2026-04-18 19:01'
-labels:
-  - infra
-  - terraform
-dependencies: []
-priority: high
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-Lambda source at /workspaces/home/github/Model/backend/bulk_address2uprn_combiner/. Uses lambda_with_sqs module. Needs S3_BUCKET_NAME=retrofit_sap_data_bucket_name and DB creds envs. Confirm queue name convention bulk-address2uprn-combiner-queue-<stage>.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [ ] #1 Lambda + queue exist in staging
-- [ ] #2 Lambda + queue exist in prod
-- [ ] #3 Lambda has read on ara_raw_outputs/ and write on bulk_final_outputs/ in retrofit_sap_data bucket
-<!-- AC:END -->
diff --git a/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md b/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md
index 59a8215..95911ab 100644
--- a/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md	
+++ b/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md	
@@ -1,27 +1,36 @@
 ---
 id: TASK-4
-title: Smoke-test combiner end-to-end on dev
+title: Smoke-test full bulk upload flow end-to-end on dev
 status: To Do
 assignee:
   - Jun-te Kim
 created_date: '2026-04-18 19:02'
+updated_date: '2026-04-20'
 labels:
   - qa
   - bulk-upload
-dependencies: []
+dependencies:
+  - TASK-6
+  - TASK-7
+  - TASK-8
+  - TASK-9
+  - TASK-10
 priority: medium
+ordinal: 9000
 ---
 
 ## Description
 
 <!-- SECTION:DESCRIPTION:BEGIN -->
-After env var + IAM ready, run a real bulk upload -> map columns -> onboard -> wait for terminal complete. Confirm combiner fires.
+After frontend + backend refactor ships, run the full flow on dev: upload xlsx → map columns → start onboarding → poll task progress → combiner fires → combined_output_s3_uri populated → review matches page renders → confirm rows → addresses appear in portfolio.
 <!-- SECTION:DESCRIPTION:END -->
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 POST /combine returns 200 with {taskId, subTaskId}
-- [ ] #2 CloudWatch for bulk_address2uprn_combiner shows the subtask picked up
+- [ ] #1 Frontend no longer needs POSTCODE_SPLITTER_QUEUE_NAME or BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME env vars
+- [ ] #2 Backend logs show both splitter + combiner triggered via HTTP route
 - [ ] #3 bulk_final_outputs/{task_id}/combined_<timestamp>.csv exists in retrofit_sap_data bucket
-- [ ] #4 bulk_address_uploads.combined_output_s3_uri populated for the test upload
+- [ ] #4 bulk_address_uploads.combined_output_s3_uri populated
+- [ ] #5 Confirm-matches page renders with match rows
+- [ ] #6 After confirm submit, addresses persist into portfolio
 <!-- AC:END -->
diff --git a/backlog/tasks/task-6 - Refactor-onboard-route-to-call-backend-trigger-splitter-endpoint.md b/backlog/tasks/task-6 - Refactor-onboard-route-to-call-backend-trigger-splitter-endpoint.md
new file mode 100644
index 0000000..310c2fa
--- /dev/null
+++ b/backlog/tasks/task-6 - Refactor-onboard-route-to-call-backend-trigger-splitter-endpoint.md	
@@ -0,0 +1,105 @@
+---
+id: TASK-6
+title: Refactor onboard route to call backend trigger-splitter endpoint
+status: In Progress
+assignee: []
+created_date: '2026-04-20'
+updated_date: '2026-04-20 12:55'
+labels:
+  - frontend
+  - bulk-upload
+  - refactor
+dependencies:
+  - BACKEND-TASK-1
+priority: high
+ordinal: 1000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Currently `src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts` builds an SQS message and sends it to `POSTCODE_SPLITTER_QUEUE_NAME`. Move the SQS send to the backend. Frontend still transforms XLSX → CSV + uploads to S3, then calls backend HTTP `POST /v1/bulk-uploads/trigger-splitter`. Drop `POSTCODE_SPLITTER_QUEUE_NAME`, `sendToQueue`, and SQS IAM dependency.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 `onboard/route.ts` no longer imports `sendToQueue` or reads `POSTCODE_SPLITTER_QUEUE_NAME`
+- [x] #2 Transformed CSV still uploaded to `bulk_onboarding_inputs/{portfolioId}/{uploadId}.csv`
+- [x] #3 Backend trigger-splitter endpoint called with correct payload
+- [ ] #4 DB updates (bulk_address_uploads.status="processing", tasks.status, subTasks.inputs) still happen on success
+- [ ] #5 4xx/5xx from backend → return 502 to client with useful message
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+<!-- SECTION:NOTES:BEGIN -->
+
+### File changed
+`src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts`
+
+### What stays the same
+- Auth check via `getServerSession`
+- Upload record + status validation
+- `transformFile()` XLSX → CSV
+- S3 upload of transformed CSV to `bulk_onboarding_inputs/{portfolioId}/{uploadId}.csv`
+- DB writes: `bulkAddressUploads.status = "processing"`, `tasks.status = "in progress"`, `subTasks.inputs`
+
+### What changes
+
+**Remove:**
+```ts
+import { sendToQueue } from "@/app/utils/sqs";
+// POSTCODE_SPLITTER_QUEUE_NAME env var check
+```
+
+**Add — call backend trigger-splitter:**
+```ts
+const fastapiUrl = process.env.FASTAPI_API_URL;
+const fastapiKey = process.env.FASTAPI_API_KEY;
+if (!fastapiUrl || !fastapiKey) {
+  return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
+}
+
+const sessionToken =
+  request.cookies.get("__Secure-next-auth.session-token")?.value ??
+  request.cookies.get("next-auth.session-token")?.value;
+
+const triggerRes = await fetch(`${fastapiUrl}/v1/bulk-uploads/trigger-splitter`, {
+  method: "POST",
+  headers: {
+    "Content-Type": "application/json",
+    "x-api-key": fastapiKey,
+    Authorization: `Bearer ${sessionToken}`,
+  },
+  body: JSON.stringify({
+    task_id: body.taskId,
+    sub_task_id: body.subTaskId,
+    s3_uri: s3Uri,
+  }),
+});
+
+if (!triggerRes.ok) {
+  const errText = await triggerRes.text().catch(() => "");
+  console.error("Backend trigger-splitter failed:", triggerRes.status, errText);
+  return NextResponse.json({ error: "Failed to trigger address matching" }, { status: 502 });
+}
+```
+
+**Order of ops** (no change to structure, just swap):
+1. Validate body + upload record
+2. Read source file from S3
+3. Transform XLSX → CSV
+4. Upload transformed CSV to S3
+5. ~~sendToQueue~~ → fetch backend trigger-splitter
+6. DB updates (status, taskId, subTask inputs) — only after step 5 succeeds
+
+### Env vars required
+- `FASTAPI_API_URL` — already set, already used in `plan/trigger/route.ts`
+- `FASTAPI_API_KEY` — already set
+
+### Env vars removed
+- `POSTCODE_SPLITTER_QUEUE_NAME` — no longer read by frontend (can remove from .env.local + staging/prod)
+
+<!-- SECTION:NOTES:END -->
+<!-- SECTION:PLAN:END -->
diff --git a/backlog/tasks/task-7 - Refactor-combine-route-to-call-backend-trigger-combiner.md b/backlog/tasks/task-7 - Refactor-combine-route-to-call-backend-trigger-combiner.md
new file mode 100644
index 0000000..19ad491
--- /dev/null
+++ b/backlog/tasks/task-7 - Refactor-combine-route-to-call-backend-trigger-combiner.md	
@@ -0,0 +1,32 @@
+---
+id: TASK-7
+title: Refactor combine route to call backend trigger-combiner endpoint
+status: To Do
+assignee: []
+created_date: '2026-04-20'
+updated_date: '2026-04-20'
+labels:
+  - frontend
+  - bulk-upload
+  - refactor
+dependencies:
+  - BACKEND-TASK-2
+priority: high
+ordinal: 2000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+`src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts` sends SQS directly to `BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME`. Replace with call to backend `POST /bulk-uploads/{task_id}/combine`. Drop queue name env var + SendMessage IAM dependency on frontend.
+
+If backend auto-chains combiner on splitter completion (backend-task-5), this route may simply proxy a manual "re-combine" action or be removed entirely. Decide during implementation.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [ ] #1 `combine/route.ts` no longer imports `sendToQueue` or reads `BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME`
+- [ ] #2 Backend trigger-combiner endpoint called with task_id
+- [ ] #3 Frontend still updates subTasks row with inputs on success (or delegates to backend)
+- [ ] #4 Decision logged: proxy vs delete-after-auto-chain
+<!-- AC:END -->
diff --git a/backlog/tasks/task-8 - Add-confirm-matches-page-for-bulk-upload-review.md b/backlog/tasks/task-8 - Add-confirm-matches-page-for-bulk-upload-review.md
new file mode 100644
index 0000000..1334ca3
--- /dev/null
+++ b/backlog/tasks/task-8 - Add-confirm-matches-page-for-bulk-upload-review.md	
@@ -0,0 +1,34 @@
+---
+id: TASK-8
+title: Add confirm-matches page for bulk upload address→UPRN review
+status: To Do
+assignee: []
+created_date: '2026-04-20'
+updated_date: '2026-04-20'
+labels:
+  - frontend
+  - bulk-upload
+  - ui
+dependencies:
+  - TASK-9
+  - BACKEND-TASK-3
+priority: high
+ordinal: 3000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+New route `/portfolio/{slug}/bulk-upload/{uploadId}/confirm-matches`. Loads combined CSV from backend (via frontend proxy route, see task-9) and renders review table: original address input | matched UPRN | matched address | confidence. User can accept/reject per row, then POST confirmed rows to backend to persist into portfolio `addresses`.
+
+Status transitions: `complete` (combiner done) → show "Review matches" CTA on upload detail page → confirm-matches page → on submit, move upload to `confirmed` or similar.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [ ] #1 Page renders match rows in a scrollable table
+- [ ] #2 Row actions: accept (default on), reject
+- [ ] #3 Submit posts accepted rows to backend confirm-matches route
+- [ ] #4 After submit, redirect to portfolio addresses list
+- [ ] #5 No useEffect/useMemo (per CLAUDE.md) — use Server Components + Route Handlers where possible
+<!-- AC:END -->
diff --git a/backlog/tasks/task-9 - Add-proxy-api-routes-for-combined-results-and-confirm-matches.md b/backlog/tasks/task-9 - Add-proxy-api-routes-for-combined-results-and-confirm-matches.md
new file mode 100644
index 0000000..bcd2145
--- /dev/null
+++ b/backlog/tasks/task-9 - Add-proxy-api-routes-for-combined-results-and-confirm-matches.md	
@@ -0,0 +1,35 @@
+---
+id: TASK-9
+title: Add proxy API routes for combined-results and confirm-matches
+status: To Do
+assignee: []
+created_date: '2026-04-20'
+updated_date: '2026-04-20'
+labels:
+  - frontend
+  - bulk-upload
+  - api
+dependencies:
+  - BACKEND-TASK-3
+  - BACKEND-TASK-4
+priority: high
+ordinal: 4000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Two Next.js route handlers that proxy to backend:
+- `GET /api/portfolio/{portfolioId}/bulk-uploads/{uploadId}/combined-results` → backend GET `/bulk-uploads/{uploadId}/combined-results`. Returns parsed match rows for the confirm UI.
+- `POST /api/portfolio/{portfolioId}/bulk-uploads/{uploadId}/confirm-matches` → backend POST `/bulk-uploads/{uploadId}/confirm-matches`. Body: accepted rows.
+
+Both must: check session, pass through portfolio scope, translate backend errors to sane frontend responses.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [ ] #1 Both routes auth-gated via getServerSession
+- [ ] #2 Params typed as Promise per Next.js 15 convention
+- [ ] #3 Backend 4xx/5xx surfaced with appropriate HTTP code + message
+- [ ] #4 Upload id is validated against bulk_address_uploads row before proxying
+<!-- AC:END -->
diff --git a/run_backlog_browser.sh b/run_backlog_browser.sh
new file mode 100644
index 0000000..bd3fcc4
--- /dev/null
+++ b/run_backlog_browser.sh
@@ -0,0 +1 @@
+backlog browser
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
new file mode 100644
index 0000000..44f74fa
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
@@ -0,0 +1,67 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { eq } from "drizzle-orm";
+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 [upload] = await db
+    .select({ taskId: bulkAddressUploads.taskId })
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+
+  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
+  if (!upload.taskId) return NextResponse.json({ error: "Task not started" }, { status: 409 });
+
+  const fastapiUrl = process.env.FASTAPI_API_URL;
+  const fastapiKey = process.env.FASTAPI_API_KEY;
+  if (!fastapiUrl || !fastapiKey) {
+    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
+    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
+  }
+
+  const sessionToken =
+    request.cookies.get("__Secure-next-auth.session-token")?.value ??
+    request.cookies.get("next-auth.session-token")?.value;
+
+  const { searchParams } = new URL(request.url);
+  const offset = searchParams.get("offset") ?? "0";
+  const limit = searchParams.get("limit") ?? "500";
+
+  try {
+    const res = await fetch(
+      `${fastapiUrl}/v1/bulk-uploads/${upload.taskId}/combined-results?offset=${offset}&limit=${limit}`,
+      {
+        headers: {
+          "x-api-key": fastapiKey,
+          Authorization: `Bearer ${sessionToken}`,
+        },
+      }
+    );
+
+    if (!res.ok) {
+      const errText = await res.text().catch(() => "");
+      console.error("Backend combined-results failed:", res.status, errText);
+      return NextResponse.json(
+        { error: res.status === 409 ? "Combiner not finished" : "Failed to fetch results" },
+        { status: res.status === 409 ? 409 : 502 }
+      );
+    }
+
+    const data = await res.json();
+    return NextResponse.json(data, { status: 200 });
+  } catch (err) {
+    console.error("Failed to reach backend combined-results:", err);
+    return NextResponse.json({ error: "Failed to fetch results" }, { status: 502 });
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/confirm-matches/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/confirm-matches/route.ts
new file mode 100644
index 0000000..53fb143
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/confirm-matches/route.ts
@@ -0,0 +1,70 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { eq } from "drizzle-orm";
+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 [upload] = await db
+    .select({ taskId: bulkAddressUploads.taskId })
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+
+  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
+  if (!upload.taskId) return NextResponse.json({ error: "Task not started" }, { status: 409 });
+
+  const fastapiUrl = process.env.FASTAPI_API_URL;
+  const fastapiKey = process.env.FASTAPI_API_KEY;
+  if (!fastapiUrl || !fastapiKey) {
+    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
+    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
+  }
+
+  const sessionToken =
+    request.cookies.get("__Secure-next-auth.session-token")?.value ??
+    request.cookies.get("next-auth.session-token")?.value;
+
+  let body;
+  try {
+    body = await request.json();
+  } catch {
+    return NextResponse.json({ error: "Invalid JSON" }, { status: 400 });
+  }
+
+  try {
+    const res = await fetch(
+      `${fastapiUrl}/v1/bulk-uploads/${upload.taskId}/confirm-matches`,
+      {
+        method: "POST",
+        headers: {
+          "Content-Type": "application/json",
+          "x-api-key": fastapiKey,
+          Authorization: `Bearer ${sessionToken}`,
+        },
+        body: JSON.stringify(body),
+      }
+    );
+
+    if (!res.ok) {
+      const errText = await res.text().catch(() => "");
+      console.error("Backend confirm-matches failed:", res.status, errText);
+      return NextResponse.json({ error: "Failed to confirm matches" }, { status: 502 });
+    }
+
+    const data = await res.json();
+    return NextResponse.json(data, { status: 200 });
+  } catch (err) {
+    console.error("Failed to reach backend confirm-matches:", err);
+    return NextResponse.json({ error: "Failed to confirm matches" }, { status: 502 });
+  }
+}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
index 5a6d4b0..65c4edb 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
@@ -8,7 +8,6 @@ import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
 import { z } from "zod";
 import { createS3Client } from "@/app/utils/s3";
-import { sendToQueue } from "@/app/utils/sqs";
 import S3 from "aws-sdk/clients/s3";
 import * as XLSX from "xlsx";
 
@@ -131,20 +130,41 @@ export async function POST(
   }
 
   const s3Uri = `s3://${outputBucket}/${transformedKey}`;
-  const queueName = process.env.POSTCODE_SPLITTER_QUEUE_NAME;
-  if (!queueName) {
-    console.error("POSTCODE_SPLITTER_QUEUE_NAME not set");
+
+  const fastapiUrl = process.env.FASTAPI_API_URL;
+  const fastapiKey = process.env.FASTAPI_API_KEY;
+  if (!fastapiUrl || !fastapiKey) {
+    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
     return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
   }
 
+  const sessionToken =
+    request.cookies.get("__Secure-next-auth.session-token")?.value ??
+    request.cookies.get("next-auth.session-token")?.value;
+
   try {
-    await sendToQueue(
-      { task_id: body.taskId, sub_task_id: body.subTaskId, s3_uri: s3Uri },
-      { queueName }
-    );
+    const triggerRes = await fetch(`${fastapiUrl}/v1/bulk-uploads/trigger-splitter`, {
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+        "x-api-key": fastapiKey,
+        Authorization: `Bearer ${sessionToken}`,
+      },
+      body: JSON.stringify({
+        task_id: body.taskId,
+        sub_task_id: body.subTaskId,
+        s3_uri: s3Uri,
+      }),
+    });
+
+    if (!triggerRes.ok) {
+      const errText = await triggerRes.text().catch(() => "");
+      console.error("Backend trigger-splitter failed:", triggerRes.status, errText);
+      return NextResponse.json({ error: "Failed to trigger address matching" }, { status: 502 });
+    }
   } catch (err) {
-    console.error("Failed to send SQS message:", err);
-    return NextResponse.json({ error: "Failed to queue onboarding job" }, { status: 500 });
+    console.error("Failed to reach backend trigger-splitter:", err);
+    return NextResponse.json({ error: "Failed to trigger address matching" }, { status: 502 });
   }
 
   await Promise.all([

From bee57a56b52fb5c9ed2bd7dea3737b77752b1a20 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Tue, 21 Apr 2026 20:24:26 +0000
Subject: [PATCH 005/147] address2uprn onboaridng poc

---
 .claude/settings.local.json                   |  11 +-
 .devcontainer/docker-compose.yml              |   3 +
 .gitignore                                    |   2 +
 ...s-when-combined_output_s3_uri-populated.md |  31 ---
 ...- Smoke-test-combiner-end-to-end-on-dev.md |  36 ----
 ...-next-time-bulk_address_uploads-touched.md |  28 ---
 ...-call-backend-trigger-splitter-endpoint.md | 105 ----------
 ...-route-to-call-backend-trigger-combiner.md |  32 ---
 ...irm-matches-page-for-bulk-upload-review.md |  34 ---
 ...or-combined-results-and-confirm-matches.md |  35 ----
 .../bulk-uploads/[uploadId]/combine/route.ts  |  34 ++-
 .../[uploadId]/confirm-matches/route.ts       |  70 -------
 .../bulk-uploads/[uploadId]/onboard/route.ts  |   6 +-
 .../bulk-uploads/[uploadId]/route.ts          |  25 +++
 .../upload/bulk-addresses/confirm/route.ts    |   7 +-
 .../portfolio/BulkUploadComingSoonModal.tsx   |   6 +-
 .../[uploadId]/OnboardingProgress.tsx         |  60 +++++-
 .../confirm-matches/ConfirmMatchesClient.tsx  | 197 ++++++++++++++++++
 .../[uploadId]/confirm-matches/page.tsx       | 109 ++++++++++
 .../bulk-upload/[uploadId]/page.tsx           |  32 ++-
 20 files changed, 467 insertions(+), 396 deletions(-)
 delete mode 100644 backlog/tasks/task-10 - Redirect-to-confirm-matches-when-combined_output_s3_uri-populated.md
 delete mode 100644 backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md
 delete mode 100644 backlog/tasks/task-5 - Squash-migrations-0178-DROP-0179-re-ADD-next-time-bulk_address_uploads-touched.md
 delete mode 100644 backlog/tasks/task-6 - Refactor-onboard-route-to-call-backend-trigger-splitter-endpoint.md
 delete mode 100644 backlog/tasks/task-7 - Refactor-combine-route-to-call-backend-trigger-combiner.md
 delete mode 100644 backlog/tasks/task-8 - Add-confirm-matches-page-for-bulk-upload-review.md
 delete mode 100644 backlog/tasks/task-9 - Add-proxy-api-routes-for-combined-results-and-confirm-matches.md
 delete mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/confirm-matches/route.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/ConfirmMatchesClient.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx

diff --git a/.claude/settings.local.json b/.claude/settings.local.json
index b6b929a..dddaa7e 100644
--- a/.claude/settings.local.json
+++ b/.claude/settings.local.json
@@ -5,7 +5,16 @@
       "Bash(backlog mcp *)",
       "Read(//home/vscode/.config/nvim/**)",
       "Read(//home/vscode/.config/nvim/lua/plugins/**)",
-      "Bash(npx tsc *)"
+      "Bash(npx tsc *)",
+      "Read(//workspaces/home/github/Model/backend/**)",
+      "Read(//workspaces/home/github/Model/etl/**)",
+      "mcp__backlog__task_create",
+      "mcp__backlog__task_view",
+      "mcp__backlog__task_edit",
+      "Read(//workspaces/home/github/Model/**)",
+      "Bash(pytest backend/tests/test_bulk_combiner_status.py -v --no-cov)",
+      "Bash(echo \"EXIT: $?\")",
+      "mcp__backlog__task_list"
     ]
   },
   "enabledMcpjsonServers": [
diff --git a/.devcontainer/docker-compose.yml b/.devcontainer/docker-compose.yml
index ed3c80c..2477976 100644
--- a/.devcontainer/docker-compose.yml
+++ b/.devcontainer/docker-compose.yml
@@ -17,6 +17,7 @@ services:
       - SSH_AUTH_SOCK=${SSH_AUTH_SOCK:-}
     networks:
       - frontend-net
+      - shared-dev
 
   pgadmin:
     image: dpage/pgadmin4
@@ -32,3 +33,5 @@ services:
 networks:
   frontend-net:
     driver: bridge
+  shared-dev:
+    external: true
diff --git a/.gitignore b/.gitignore
index 6fcf0a3..61bcc46 100644
--- a/.gitignore
+++ b/.gitignore
@@ -37,3 +37,5 @@ cypress.env.json
 # typescript
 *.tsbuildinfo
 next-env.d.ts
+
+backlog/*
diff --git a/backlog/tasks/task-10 - Redirect-to-confirm-matches-when-combined_output_s3_uri-populated.md b/backlog/tasks/task-10 - Redirect-to-confirm-matches-when-combined_output_s3_uri-populated.md
deleted file mode 100644
index 3dbff76..0000000
--- a/backlog/tasks/task-10 - Redirect-to-confirm-matches-when-combined_output_s3_uri-populated.md	
+++ /dev/null
@@ -1,31 +0,0 @@
----
-id: TASK-10
-title: Redirect to confirm-matches when combined_output_s3_uri populated
-status: To Do
-assignee: []
-created_date: '2026-04-20'
-updated_date: '2026-04-20'
-labels:
-  - frontend
-  - bulk-upload
-  - ui
-dependencies:
-  - TASK-8
-priority: medium
-ordinal: 5000
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-`OnboardingProgress.tsx` currently fires client-side combine POST when task terminal. Once backend auto-chains (backend-task-5) OR frontend triggers via backend route (task-7), the polling should watch for `bulk_address_uploads.combined_output_s3_uri` to be set. When present, show "Review matches →" CTA (or auto-redirect to confirm-matches page, task-8).
-
-May require a new GET endpoint that returns `{status, combined_output_s3_uri}` for polling. Or extend existing task summary with upload fields.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [ ] #1 Polling stops once combined_output_s3_uri populated
-- [ ] #2 UI surfaces a clear CTA to review matches
-- [ ] #3 No duplicate combiner fires across refreshes
-<!-- AC:END -->
diff --git a/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md b/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md
deleted file mode 100644
index 95911ab..0000000
--- a/backlog/tasks/task-4 - Smoke-test-combiner-end-to-end-on-dev.md	
+++ /dev/null
@@ -1,36 +0,0 @@
----
-id: TASK-4
-title: Smoke-test full bulk upload flow end-to-end on dev
-status: To Do
-assignee:
-  - Jun-te Kim
-created_date: '2026-04-18 19:02'
-updated_date: '2026-04-20'
-labels:
-  - qa
-  - bulk-upload
-dependencies:
-  - TASK-6
-  - TASK-7
-  - TASK-8
-  - TASK-9
-  - TASK-10
-priority: medium
-ordinal: 9000
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-After frontend + backend refactor ships, run the full flow on dev: upload xlsx → map columns → start onboarding → poll task progress → combiner fires → combined_output_s3_uri populated → review matches page renders → confirm rows → addresses appear in portfolio.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [ ] #1 Frontend no longer needs POSTCODE_SPLITTER_QUEUE_NAME or BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME env vars
-- [ ] #2 Backend logs show both splitter + combiner triggered via HTTP route
-- [ ] #3 bulk_final_outputs/{task_id}/combined_<timestamp>.csv exists in retrofit_sap_data bucket
-- [ ] #4 bulk_address_uploads.combined_output_s3_uri populated
-- [ ] #5 Confirm-matches page renders with match rows
-- [ ] #6 After confirm submit, addresses persist into portfolio
-<!-- AC:END -->
diff --git a/backlog/tasks/task-5 - Squash-migrations-0178-DROP-0179-re-ADD-next-time-bulk_address_uploads-touched.md b/backlog/tasks/task-5 - Squash-migrations-0178-DROP-0179-re-ADD-next-time-bulk_address_uploads-touched.md
deleted file mode 100644
index 2d64e04..0000000
--- a/backlog/tasks/task-5 - Squash-migrations-0178-DROP-0179-re-ADD-next-time-bulk_address_uploads-touched.md	
+++ /dev/null
@@ -1,28 +0,0 @@
----
-id: TASK-5
-title: >-
-  Squash migrations 0178 (DROP) + 0179 (re-ADD) next time bulk_address_uploads
-  touched
-status: Done
-assignee:
-  - Jun-te Kim
-created_date: '2026-04-18 19:02'
-updated_date: '2026-04-18 19:06'
-labels:
-  - tech-debt
-  - db
-dependencies: []
-priority: low
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-0178 DROPs task_id + combined_output_s3_uri; 0179 re-ADDs them. Net-zero on live, wasted churn on fresh envs. Collapse to single migration next time schema changes in this area.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Implementation Notes
-
-<!-- SECTION:NOTES:BEGIN -->
-Squashed in-place: deleted 0179.sql + 0179_snapshot.json, removed from _journal.json, patched 0178_snapshot.json to include task_id + combined_output_s3_uri cols. Orphan row may remain in live __drizzle_migrations but drizzle tolerates it.
-<!-- SECTION:NOTES:END -->
diff --git a/backlog/tasks/task-6 - Refactor-onboard-route-to-call-backend-trigger-splitter-endpoint.md b/backlog/tasks/task-6 - Refactor-onboard-route-to-call-backend-trigger-splitter-endpoint.md
deleted file mode 100644
index 310c2fa..0000000
--- a/backlog/tasks/task-6 - Refactor-onboard-route-to-call-backend-trigger-splitter-endpoint.md	
+++ /dev/null
@@ -1,105 +0,0 @@
----
-id: TASK-6
-title: Refactor onboard route to call backend trigger-splitter endpoint
-status: In Progress
-assignee: []
-created_date: '2026-04-20'
-updated_date: '2026-04-20 12:55'
-labels:
-  - frontend
-  - bulk-upload
-  - refactor
-dependencies:
-  - BACKEND-TASK-1
-priority: high
-ordinal: 1000
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-Currently `src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts` builds an SQS message and sends it to `POSTCODE_SPLITTER_QUEUE_NAME`. Move the SQS send to the backend. Frontend still transforms XLSX → CSV + uploads to S3, then calls backend HTTP `POST /v1/bulk-uploads/trigger-splitter`. Drop `POSTCODE_SPLITTER_QUEUE_NAME`, `sendToQueue`, and SQS IAM dependency.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [x] #1 `onboard/route.ts` no longer imports `sendToQueue` or reads `POSTCODE_SPLITTER_QUEUE_NAME`
-- [x] #2 Transformed CSV still uploaded to `bulk_onboarding_inputs/{portfolioId}/{uploadId}.csv`
-- [x] #3 Backend trigger-splitter endpoint called with correct payload
-- [ ] #4 DB updates (bulk_address_uploads.status="processing", tasks.status, subTasks.inputs) still happen on success
-- [ ] #5 4xx/5xx from backend → return 502 to client with useful message
-<!-- AC:END -->
-
-## Implementation Plan
-
-<!-- SECTION:PLAN:BEGIN -->
-<!-- SECTION:NOTES:BEGIN -->
-
-### File changed
-`src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts`
-
-### What stays the same
-- Auth check via `getServerSession`
-- Upload record + status validation
-- `transformFile()` XLSX → CSV
-- S3 upload of transformed CSV to `bulk_onboarding_inputs/{portfolioId}/{uploadId}.csv`
-- DB writes: `bulkAddressUploads.status = "processing"`, `tasks.status = "in progress"`, `subTasks.inputs`
-
-### What changes
-
-**Remove:**
-```ts
-import { sendToQueue } from "@/app/utils/sqs";
-// POSTCODE_SPLITTER_QUEUE_NAME env var check
-```
-
-**Add — call backend trigger-splitter:**
-```ts
-const fastapiUrl = process.env.FASTAPI_API_URL;
-const fastapiKey = process.env.FASTAPI_API_KEY;
-if (!fastapiUrl || !fastapiKey) {
-  return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
-}
-
-const sessionToken =
-  request.cookies.get("__Secure-next-auth.session-token")?.value ??
-  request.cookies.get("next-auth.session-token")?.value;
-
-const triggerRes = await fetch(`${fastapiUrl}/v1/bulk-uploads/trigger-splitter`, {
-  method: "POST",
-  headers: {
-    "Content-Type": "application/json",
-    "x-api-key": fastapiKey,
-    Authorization: `Bearer ${sessionToken}`,
-  },
-  body: JSON.stringify({
-    task_id: body.taskId,
-    sub_task_id: body.subTaskId,
-    s3_uri: s3Uri,
-  }),
-});
-
-if (!triggerRes.ok) {
-  const errText = await triggerRes.text().catch(() => "");
-  console.error("Backend trigger-splitter failed:", triggerRes.status, errText);
-  return NextResponse.json({ error: "Failed to trigger address matching" }, { status: 502 });
-}
-```
-
-**Order of ops** (no change to structure, just swap):
-1. Validate body + upload record
-2. Read source file from S3
-3. Transform XLSX → CSV
-4. Upload transformed CSV to S3
-5. ~~sendToQueue~~ → fetch backend trigger-splitter
-6. DB updates (status, taskId, subTask inputs) — only after step 5 succeeds
-
-### Env vars required
-- `FASTAPI_API_URL` — already set, already used in `plan/trigger/route.ts`
-- `FASTAPI_API_KEY` — already set
-
-### Env vars removed
-- `POSTCODE_SPLITTER_QUEUE_NAME` — no longer read by frontend (can remove from .env.local + staging/prod)
-
-<!-- SECTION:NOTES:END -->
-<!-- SECTION:PLAN:END -->
diff --git a/backlog/tasks/task-7 - Refactor-combine-route-to-call-backend-trigger-combiner.md b/backlog/tasks/task-7 - Refactor-combine-route-to-call-backend-trigger-combiner.md
deleted file mode 100644
index 19ad491..0000000
--- a/backlog/tasks/task-7 - Refactor-combine-route-to-call-backend-trigger-combiner.md	
+++ /dev/null
@@ -1,32 +0,0 @@
----
-id: TASK-7
-title: Refactor combine route to call backend trigger-combiner endpoint
-status: To Do
-assignee: []
-created_date: '2026-04-20'
-updated_date: '2026-04-20'
-labels:
-  - frontend
-  - bulk-upload
-  - refactor
-dependencies:
-  - BACKEND-TASK-2
-priority: high
-ordinal: 2000
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-`src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts` sends SQS directly to `BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME`. Replace with call to backend `POST /bulk-uploads/{task_id}/combine`. Drop queue name env var + SendMessage IAM dependency on frontend.
-
-If backend auto-chains combiner on splitter completion (backend-task-5), this route may simply proxy a manual "re-combine" action or be removed entirely. Decide during implementation.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [ ] #1 `combine/route.ts` no longer imports `sendToQueue` or reads `BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME`
-- [ ] #2 Backend trigger-combiner endpoint called with task_id
-- [ ] #3 Frontend still updates subTasks row with inputs on success (or delegates to backend)
-- [ ] #4 Decision logged: proxy vs delete-after-auto-chain
-<!-- AC:END -->
diff --git a/backlog/tasks/task-8 - Add-confirm-matches-page-for-bulk-upload-review.md b/backlog/tasks/task-8 - Add-confirm-matches-page-for-bulk-upload-review.md
deleted file mode 100644
index 1334ca3..0000000
--- a/backlog/tasks/task-8 - Add-confirm-matches-page-for-bulk-upload-review.md	
+++ /dev/null
@@ -1,34 +0,0 @@
----
-id: TASK-8
-title: Add confirm-matches page for bulk upload address→UPRN review
-status: To Do
-assignee: []
-created_date: '2026-04-20'
-updated_date: '2026-04-20'
-labels:
-  - frontend
-  - bulk-upload
-  - ui
-dependencies:
-  - TASK-9
-  - BACKEND-TASK-3
-priority: high
-ordinal: 3000
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-New route `/portfolio/{slug}/bulk-upload/{uploadId}/confirm-matches`. Loads combined CSV from backend (via frontend proxy route, see task-9) and renders review table: original address input | matched UPRN | matched address | confidence. User can accept/reject per row, then POST confirmed rows to backend to persist into portfolio `addresses`.
-
-Status transitions: `complete` (combiner done) → show "Review matches" CTA on upload detail page → confirm-matches page → on submit, move upload to `confirmed` or similar.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [ ] #1 Page renders match rows in a scrollable table
-- [ ] #2 Row actions: accept (default on), reject
-- [ ] #3 Submit posts accepted rows to backend confirm-matches route
-- [ ] #4 After submit, redirect to portfolio addresses list
-- [ ] #5 No useEffect/useMemo (per CLAUDE.md) — use Server Components + Route Handlers where possible
-<!-- AC:END -->
diff --git a/backlog/tasks/task-9 - Add-proxy-api-routes-for-combined-results-and-confirm-matches.md b/backlog/tasks/task-9 - Add-proxy-api-routes-for-combined-results-and-confirm-matches.md
deleted file mode 100644
index bcd2145..0000000
--- a/backlog/tasks/task-9 - Add-proxy-api-routes-for-combined-results-and-confirm-matches.md	
+++ /dev/null
@@ -1,35 +0,0 @@
----
-id: TASK-9
-title: Add proxy API routes for combined-results and confirm-matches
-status: To Do
-assignee: []
-created_date: '2026-04-20'
-updated_date: '2026-04-20'
-labels:
-  - frontend
-  - bulk-upload
-  - api
-dependencies:
-  - BACKEND-TASK-3
-  - BACKEND-TASK-4
-priority: high
-ordinal: 4000
----
-
-## Description
-
-<!-- SECTION:DESCRIPTION:BEGIN -->
-Two Next.js route handlers that proxy to backend:
-- `GET /api/portfolio/{portfolioId}/bulk-uploads/{uploadId}/combined-results` → backend GET `/bulk-uploads/{uploadId}/combined-results`. Returns parsed match rows for the confirm UI.
-- `POST /api/portfolio/{portfolioId}/bulk-uploads/{uploadId}/confirm-matches` → backend POST `/bulk-uploads/{uploadId}/confirm-matches`. Body: accepted rows.
-
-Both must: check session, pass through portfolio scope, translate backend errors to sane frontend responses.
-<!-- SECTION:DESCRIPTION:END -->
-
-## Acceptance Criteria
-<!-- AC:BEGIN -->
-- [ ] #1 Both routes auth-gated via getServerSession
-- [ ] #2 Params typed as Promise per Next.js 15 convention
-- [ ] #3 Backend 4xx/5xx surfaced with appropriate HTTP code + message
-- [ ] #4 Upload id is validated against bulk_address_uploads row before proxying
-<!-- AC:END -->
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
index 1ebb20b..673e2c5 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts
@@ -5,10 +5,9 @@ import { eq } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
 import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
-import { sendToQueue } from "@/app/utils/sqs";
 
 export async function POST(
-  _request: NextRequest,
+  request: NextRequest,
   { params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
 ) {
   const session = await getServerSession(AuthOptions);
@@ -28,9 +27,10 @@ export async function POST(
   if (upload.combinedOutputS3Uri)
     return NextResponse.json({ alreadyCombined: true }, { status: 200 });
 
-  const queueName = process.env.BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME;
-  if (!queueName) {
-    console.error("BULK_ADDRESS2UPRN_COMBINER_QUEUE_NAME not set");
+  const fastapiUrl = process.env.FASTAPI_API_URL;
+  const fastapiKey = process.env.FASTAPI_API_KEY;
+  if (!fastapiUrl || !fastapiKey) {
+    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
     return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
   }
 
@@ -44,11 +44,29 @@ export async function POST(
 
   const messageBody = { task_id: upload.taskId, sub_task_id: subTask.id };
 
+  const sessionToken =
+    request.cookies.get("__Secure-next-auth.session-token")?.value ??
+    request.cookies.get("next-auth.session-token")?.value;
+
   try {
-    await sendToQueue(messageBody, { queueName });
+    const triggerRes = await fetch(`${fastapiUrl}/v1/bulk-uploads/trigger-combiner`, {
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+        "x-api-key": fastapiKey,
+        Authorization: `Bearer ${sessionToken}`,
+      },
+      body: JSON.stringify(messageBody),
+    });
+
+    if (!triggerRes.ok) {
+      const errText = await triggerRes.text().catch(() => "");
+      console.error("Backend trigger-combiner failed:", triggerRes.status, errText);
+      return NextResponse.json({ error: "Failed to trigger combiner" }, { status: 502 });
+    }
   } catch (err) {
-    console.error("Failed to send combiner SQS message:", err);
-    return NextResponse.json({ error: "Failed to queue combiner job" }, { status: 500 });
+    console.error("Failed to reach backend trigger-combiner:", err);
+    return NextResponse.json({ error: "Failed to trigger combiner" }, { status: 502 });
   }
 
   await db
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/confirm-matches/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/confirm-matches/route.ts
deleted file mode 100644
index 53fb143..0000000
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/confirm-matches/route.ts
+++ /dev/null
@@ -1,70 +0,0 @@
-import { db } from "@/app/db/db";
-import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
-import { eq } from "drizzle-orm";
-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 [upload] = await db
-    .select({ taskId: bulkAddressUploads.taskId })
-    .from(bulkAddressUploads)
-    .where(eq(bulkAddressUploads.id, uploadId))
-    .limit(1);
-
-  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
-  if (!upload.taskId) return NextResponse.json({ error: "Task not started" }, { status: 409 });
-
-  const fastapiUrl = process.env.FASTAPI_API_URL;
-  const fastapiKey = process.env.FASTAPI_API_KEY;
-  if (!fastapiUrl || !fastapiKey) {
-    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
-    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
-  }
-
-  const sessionToken =
-    request.cookies.get("__Secure-next-auth.session-token")?.value ??
-    request.cookies.get("next-auth.session-token")?.value;
-
-  let body;
-  try {
-    body = await request.json();
-  } catch {
-    return NextResponse.json({ error: "Invalid JSON" }, { status: 400 });
-  }
-
-  try {
-    const res = await fetch(
-      `${fastapiUrl}/v1/bulk-uploads/${upload.taskId}/confirm-matches`,
-      {
-        method: "POST",
-        headers: {
-          "Content-Type": "application/json",
-          "x-api-key": fastapiKey,
-          Authorization: `Bearer ${sessionToken}`,
-        },
-        body: JSON.stringify(body),
-      }
-    );
-
-    if (!res.ok) {
-      const errText = await res.text().catch(() => "");
-      console.error("Backend confirm-matches failed:", res.status, errText);
-      return NextResponse.json({ error: "Failed to confirm matches" }, { status: 502 });
-    }
-
-    const data = await res.json();
-    return NextResponse.json(data, { status: 200 });
-  } catch (err) {
-    console.error("Failed to reach backend confirm-matches:", err);
-    return NextResponse.json({ error: "Failed to confirm matches" }, { status: 502 });
-  }
-}
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
index 65c4edb..e5b77b2 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
@@ -143,7 +143,7 @@ export async function POST(
     request.cookies.get("next-auth.session-token")?.value;
 
   try {
-    const triggerRes = await fetch(`${fastapiUrl}/v1/bulk-uploads/trigger-splitter`, {
+    const triggerRes = await fetch(`${fastapiUrl}/v1/bulk-uploads/trigger-postcode-splitter`, {
       method: "POST",
       headers: {
         "Content-Type": "application/json",
@@ -159,11 +159,11 @@ export async function POST(
 
     if (!triggerRes.ok) {
       const errText = await triggerRes.text().catch(() => "");
-      console.error("Backend trigger-splitter failed:", triggerRes.status, errText);
+      console.error("Backend trigger-postcode-splitter failed:", triggerRes.status, errText);
       return NextResponse.json({ error: "Failed to trigger address matching" }, { status: 502 });
     }
   } catch (err) {
-    console.error("Failed to reach backend trigger-splitter:", err);
+    console.error("Failed to reach backend trigger-postcode-splitter:", err);
     return NextResponse.json({ error: "Failed to trigger address matching" }, { status: 502 });
   }
 
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
index b61e05d..f51bd73 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
@@ -2,12 +2,37 @@ import { db } from "@/app/db/db";
 import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
 import { eq } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
 import { z } from "zod";
 
 const PatchSchema = z.object({
   columnMapping: z.record(z.string(), z.string()),
 });
 
+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 [upload] = await db
+    .select({
+      status: bulkAddressUploads.status,
+      combinedOutputS3Uri: bulkAddressUploads.combinedOutputS3Uri,
+    })
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+
+  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
+
+  return NextResponse.json(upload, { status: 200 });
+}
+
 export async function PATCH(
   request: NextRequest,
   { params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
diff --git a/src/app/api/upload/bulk-addresses/confirm/route.ts b/src/app/api/upload/bulk-addresses/confirm/route.ts
index edc6357..8edaab4 100644
--- a/src/app/api/upload/bulk-addresses/confirm/route.ts
+++ b/src/app/api/upload/bulk-addresses/confirm/route.ts
@@ -8,7 +8,12 @@ const BodySchema = z.object({
   filename: z.string(),
   portfolioId: z.string(),
   userId: z.string(),
-  sourceHeaders: z.array(z.string()).default([]),
+  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) {
diff --git a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
index 1cd47bf..a416f00 100644
--- a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
+++ b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
@@ -77,10 +77,12 @@ async function validateHeaders(file: File): Promise<{ error: string | null; head
     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<string[]>(sheet, { header: 1 });
-    headers = ((rows[0] as string[]) ?? []).map((h) => String(h ?? "").trim());
+    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");
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
index a4afb30..7effd7f 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
@@ -1,6 +1,7 @@
 "use client";
 
 import { useEffect, useState, useRef } from "react";
+import { useRouter } from "next/navigation";
 import Link from "next/link";
 
 interface TaskData {
@@ -12,6 +13,11 @@ interface TaskData {
   failedSubtasks: number;
 }
 
+interface UploadStatus {
+  status: string;
+  combinedOutputS3Uri: string | null;
+}
+
 interface Props {
   taskId: string;
   portfolioSlug: string;
@@ -30,10 +36,13 @@ export default function OnboardingProgress({
   uploadId,
   isDomnaUser,
 }: Props) {
+  const router = useRouter();
   const [data, setData] = useState<TaskData | null>(null);
+  const [uploadStatus, setUploadStatus] = useState<UploadStatus | null>(null);
   const [fetchError, setFetchError] = useState(false);
   const intervalRef = useRef<ReturnType<typeof setInterval> | null>(null);
   const combineFiredRef = useRef(false);
+  const redirectedRef = useRef(false);
 
   useEffect(() => {
     async function poll() {
@@ -43,14 +52,30 @@ export default function OnboardingProgress({
         const json: TaskData = await res.json();
         setData(json);
         const status = json.status.toLowerCase();
+
         if (TERMINAL_STATUSES.has(status)) {
-          if (intervalRef.current) clearInterval(intervalRef.current);
           if (!FAILED_STATUSES.has(status) && !combineFiredRef.current) {
             combineFiredRef.current = true;
             fetch(`/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/combine`, {
               method: "POST",
             }).catch((err) => console.error("Failed to trigger combiner:", err));
           }
+
+          const uploadRes = await fetch(
+            `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}`
+          );
+          if (uploadRes.ok) {
+            const upload: UploadStatus = await uploadRes.json();
+            setUploadStatus(upload);
+            if (upload.status === "awaiting_review" && !redirectedRef.current) {
+              redirectedRef.current = true;
+              if (intervalRef.current) clearInterval(intervalRef.current);
+              router.push(
+                `/portfolio/${portfolioSlug}/bulk-upload/${uploadId}/confirm-matches`
+              );
+              return;
+            }
+          }
         }
       } catch {
         setFetchError(true);
@@ -60,7 +85,7 @@ export default function OnboardingProgress({
     poll();
     intervalRef.current = setInterval(poll, 3000);
     return () => { if (intervalRef.current) clearInterval(intervalRef.current); };
-  }, [taskId, portfolioId, uploadId]);
+  }, [taskId, portfolioId, portfolioSlug, uploadId, router]);
 
   if (fetchError) return null;
   if (!data) {
@@ -76,12 +101,15 @@ export default function OnboardingProgress({
   const complete = data.completedSubtasks;
   const failed = data.failedSubtasks;
   const percent = total > 0 ? Math.round((complete / total) * 100) : 0;
-  const isDone = TERMINAL_STATUSES.has(data.status.toLowerCase());
-  const isFailed = ["failed", "failure", "error"].includes(data.status.toLowerCase());
+  const taskDone = TERMINAL_STATUSES.has(data.status.toLowerCase());
+  const isFailed = FAILED_STATUSES.has(data.status.toLowerCase());
+  const isCombining =
+    taskDone && !isFailed && uploadStatus?.status === "combining";
+  const isAwaitingReview =
+    taskDone && !isFailed && uploadStatus?.status === "awaiting_review";
 
   return (
     <div className="mt-6 space-y-3">
-      {/* Progress bar */}
       <div className="w-full bg-gray-100 rounded-full h-2 overflow-hidden">
         <div
           className={`h-2 rounded-full transition-all duration-500 ${isFailed ? "bg-red-400" : "bg-[#14163d]"}`}
@@ -89,7 +117,6 @@ export default function OnboardingProgress({
         />
       </div>
 
-      {/* Counts */}
       <div className="flex items-center gap-4 text-xs text-gray-500">
         {total > 0 && (
           <span>
@@ -102,20 +129,35 @@ export default function OnboardingProgress({
             {failed} failed
           </span>
         )}
-        {!isDone && (
+        {!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>
         )}
-        {isDone && !isFailed && (
+        {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>
+        )}
+        {isAwaitingReview && (
           <span className="flex items-center gap-1 text-green-600 font-semibold">
             <span className="w-1.5 h-1.5 rounded-full bg-green-500" />
-            Complete
+            Ready for review
           </span>
         )}
       </div>
 
+      {isAwaitingReview && (
+        <Link
+          href={`/portfolio/${portfolioSlug}/bulk-upload/${uploadId}/confirm-matches`}
+          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 hover:opacity-90 transition-opacity"
+        >
+          Review matches
+        </Link>
+      )}
+
       {isDomnaUser && (
         <Link
           href={`/portfolio/${portfolioSlug}/settings/logs`}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/ConfirmMatchesClient.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/ConfirmMatchesClient.tsx
new file mode 100644
index 0000000..1434ce4
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/ConfirmMatchesClient.tsx
@@ -0,0 +1,197 @@
+"use client";
+
+import Link from "next/link";
+
+export interface CombinedResultRow {
+  row_index: number;
+  input_address: string;
+  internal_reference: string | null;
+  uprn: string | null;
+  matched_address: string | null;
+  lexiscore: number | null;
+  score_bucket: "high" | "med" | "low" | null;
+  flags: ("duplicate" | "missing")[];
+}
+
+export interface CombinedResultsResponse {
+  task_id: string;
+  total: number;
+  offset: number;
+  limit: number;
+  flags_summary: { duplicates: number; missing: number; matched: number };
+  rows: CombinedResultRow[];
+}
+
+interface Props {
+  data: CombinedResultsResponse;
+  slug: string;
+  uploadId: string;
+  filter: "all" | "missing" | "duplicate";
+  offset: number;
+  limit: number;
+}
+
+function scoreChipClasses(bucket: CombinedResultRow["score_bucket"]): string {
+  if (bucket === "high") return "bg-green-50 text-green-700 border-green-200";
+  if (bucket === "med") return "bg-amber-50 text-amber-700 border-amber-200";
+  if (bucket === "low") return "bg-red-50 text-red-700 border-red-200";
+  return "bg-gray-50 text-gray-400 border-gray-200";
+}
+
+function scoreChipLabel(bucket: CombinedResultRow["score_bucket"]): string {
+  if (bucket === "high") return "High";
+  if (bucket === "med") return "Medium";
+  if (bucket === "low") return "Low";
+  return "—";
+}
+
+function flagPillClasses(flag: "duplicate" | "missing"): string {
+  return flag === "missing"
+    ? "bg-red-50 text-red-700 border border-red-200"
+    : "bg-amber-50 text-amber-700 border border-amber-200";
+}
+
+function tabClasses(active: boolean): string {
+  return active
+    ? "px-4 py-2 rounded-xl text-sm font-semibold bg-[#14163d] text-white"
+    : "px-4 py-2 rounded-xl text-sm font-medium text-gray-500 hover:bg-gray-100";
+}
+
+export default function ConfirmMatchesClient({
+  data,
+  slug,
+  uploadId,
+  filter,
+  offset,
+  limit,
+}: Props) {
+  const rows =
+    filter === "all"
+      ? data.rows
+      : data.rows.filter((r) => r.flags.includes(filter));
+
+  const basePath = `/portfolio/${slug}/bulk-upload/${uploadId}/confirm-matches`;
+  const pageStart = data.total === 0 ? 0 : offset + 1;
+  const pageEnd = Math.min(offset + data.rows.length, data.total);
+  const hasPrev = offset > 0;
+  const hasNext = offset + limit < data.total;
+  const prevOffset = Math.max(0, offset - limit);
+  const nextOffset = offset + limit;
+
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center gap-2">
+        <Link href={`${basePath}?offset=${offset}&limit=${limit}`} className={tabClasses(filter === "all")}>
+          All ({data.total})
+        </Link>
+        <Link
+          href={`${basePath}?offset=0&limit=${limit}&filter=missing`}
+          className={tabClasses(filter === "missing")}
+        >
+          Missing ({data.flags_summary.missing})
+        </Link>
+        <Link
+          href={`${basePath}?offset=0&limit=${limit}&filter=duplicate`}
+          className={tabClasses(filter === "duplicate")}
+        >
+          Duplicates ({data.flags_summary.duplicates})
+        </Link>
+      </div>
+
+      <div className="bg-white border border-gray-100 rounded-2xl overflow-hidden shadow-sm">
+        <table className="w-full text-sm">
+          <thead className="bg-gray-50 text-xs text-gray-500 uppercase tracking-wider">
+            <tr>
+              <th className="text-left px-4 py-3">Internal Ref</th>
+              <th className="text-left px-4 py-3">Input Address</th>
+              <th className="text-left px-4 py-3">UPRN</th>
+              <th className="text-left px-4 py-3">Matched Address</th>
+              <th className="text-left px-4 py-3">Score</th>
+              <th className="text-left px-4 py-3">Flags</th>
+              <th className="text-left px-4 py-3">Actions</th>
+            </tr>
+          </thead>
+          <tbody>
+            {rows.length === 0 && (
+              <tr>
+                <td colSpan={7} className="px-4 py-8 text-center text-sm text-gray-400">
+                  No rows match this filter.
+                </td>
+              </tr>
+            )}
+            {rows.map((row) => (
+              <tr key={row.row_index} className="border-t border-gray-100">
+                <td className="px-4 py-3 text-gray-600">{row.internal_reference ?? "—"}</td>
+                <td className="px-4 py-3 text-gray-900">{row.input_address || "—"}</td>
+                <td className="px-4 py-3 font-mono text-xs text-gray-700">{row.uprn ?? "—"}</td>
+                <td className="px-4 py-3 text-gray-600">{row.matched_address ?? "—"}</td>
+                <td className="px-4 py-3">
+                  <span
+                    className={`inline-flex items-center px-2.5 py-1 rounded-full text-xs font-semibold border ${scoreChipClasses(row.score_bucket)}`}
+                  >
+                    {scoreChipLabel(row.score_bucket)}
+                  </span>
+                </td>
+                <td className="px-4 py-3">
+                  <div className="flex flex-wrap gap-1">
+                    {row.flags.map((f) => (
+                      <span
+                        key={f}
+                        className={`inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium ${flagPillClasses(f)}`}
+                      >
+                        {f === "missing" ? "Missing" : "Duplicate"}
+                      </span>
+                    ))}
+                    {row.flags.length === 0 && <span className="text-xs text-gray-400">—</span>}
+                  </div>
+                </td>
+                <td className="px-4 py-3">
+                  <button
+                    type="button"
+                    disabled
+                    title="Coming soon"
+                    className="px-3 py-1.5 rounded-lg text-xs font-semibold bg-gray-100 text-gray-400 cursor-not-allowed"
+                  >
+                    Advanced ARA search
+                  </button>
+                </td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+      </div>
+
+      <div className="flex items-center justify-between text-sm text-gray-500">
+        <span>
+          Showing {pageStart}–{pageEnd} of {data.total}
+        </span>
+        <div className="flex items-center gap-2">
+          {hasPrev ? (
+            <Link
+              href={`${basePath}?offset=${prevOffset}&limit=${limit}${filter !== "all" ? `&filter=${filter}` : ""}`}
+              className="px-3 py-1.5 rounded-lg bg-white border border-gray-200 text-sm font-medium hover:bg-gray-50"
+            >
+              Prev
+            </Link>
+          ) : (
+            <span className="px-3 py-1.5 rounded-lg bg-gray-50 border border-gray-100 text-sm text-gray-300">
+              Prev
+            </span>
+          )}
+          {hasNext ? (
+            <Link
+              href={`${basePath}?offset=${nextOffset}&limit=${limit}${filter !== "all" ? `&filter=${filter}` : ""}`}
+              className="px-3 py-1.5 rounded-lg bg-[#14163d] text-white text-sm font-semibold hover:opacity-90"
+            >
+              Next
+            </Link>
+          ) : (
+            <span className="px-3 py-1.5 rounded-lg bg-gray-50 border border-gray-100 text-sm text-gray-300">
+              Next
+            </span>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx
new file mode 100644
index 0000000..9cfac38
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx
@@ -0,0 +1,109 @@
+"use server";
+
+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 { cookies, headers } from "next/headers";
+import Link from "next/link";
+import { ArrowLeftIcon } from "@heroicons/react/24/outline";
+import ConfirmMatchesClient, {
+  CombinedResultsResponse,
+} from "./ConfirmMatchesClient";
+
+const DEFAULT_LIMIT = 100;
+
+export default async function ConfirmMatchesPage(props: {
+  params: Promise<{ slug: string; uploadId: string }>;
+  searchParams: Promise<{ offset?: string; limit?: string; filter?: string }>;
+}) {
+  const { slug, uploadId } = await props.params;
+  const search = await props.searchParams;
+  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();
+  if (upload.status !== "awaiting_review") {
+    redirect(`/portfolio/${slug}/bulk-upload/${uploadId}`);
+  }
+
+  const offset = Math.max(0, parseInt(search.offset ?? "0", 10) || 0);
+  const limit = Math.max(1, Math.min(500, parseInt(search.limit ?? `${DEFAULT_LIMIT}`, 10) || DEFAULT_LIMIT));
+  const filter = search.filter === "missing" || search.filter === "duplicate" ? search.filter : "all";
+
+  const h = await headers();
+  const host = h.get("host");
+  const proto = h.get("x-forwarded-proto") ?? "http";
+  const cookieStore = await cookies();
+  const cookieHeader = cookieStore.getAll().map((c) => `${c.name}=${c.value}`).join("; ");
+
+  const url = `${proto}://${host}/api/portfolio/${upload.portfolioId}/bulk-uploads/${uploadId}/combined-results?offset=${offset}&limit=${limit}`;
+
+  let data: CombinedResultsResponse | null = null;
+  let fetchError: string | null = null;
+  try {
+    const res = await fetch(url, { headers: { Cookie: cookieHeader }, cache: "no-store" });
+    if (!res.ok) {
+      fetchError = `Failed to load results (${res.status})`;
+    } else {
+      data = (await res.json()) as CombinedResultsResponse;
+    }
+  } catch (err) {
+    console.error("Failed to fetch combined-results:", err);
+    fetchError = "Failed to load results";
+  }
+
+  return (
+    <div className="max-w-6xl mx-auto px-6 py-10">
+      <Link
+        href={`/portfolio/${slug}/bulk-upload/${uploadId}`}
+        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 upload
+      </Link>
+
+      <div className="mb-8">
+        <p className="text-xs font-semibold text-gray-400 uppercase tracking-widest mb-1">
+          Review matches
+        </p>
+        <h1 className="text-3xl font-extrabold text-gray-900 tracking-tight mb-1">
+          {upload.filename}
+        </h1>
+        {data && (
+          <p className="text-sm text-gray-500">
+            {data.total} addresses ·{" "}
+            <span className="text-amber-600 font-semibold">{data.flags_summary.duplicates}</span> duplicates ·{" "}
+            <span className="text-red-600 font-semibold">{data.flags_summary.missing}</span> missing ·{" "}
+            <span className="text-green-600 font-semibold">{data.flags_summary.matched}</span> matched
+          </p>
+        )}
+      </div>
+
+      {fetchError && (
+        <div className="bg-red-50 border border-red-100 rounded-xl p-4 text-sm text-red-700">
+          {fetchError}
+        </div>
+      )}
+
+      {data && (
+        <ConfirmMatchesClient
+          data={data}
+          slug={slug}
+          uploadId={uploadId}
+          filter={filter}
+          offset={offset}
+          limit={limit}
+        />
+      )}
+    </div>
+  );
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
index 5f7ca9b..438b9ad 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
@@ -53,6 +53,22 @@ const STATUS_CONFIG = {
     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: CheckCircleIcon,
+    iconBg: "bg-green-50",
+    iconColor: "text-green-500",
+    title: "Ready for review",
+    body: "Your matches are ready. Review and confirm before finalising onboarding.",
+    cta: false,
+  },
   complete: {
     icon: CheckCircleIcon,
     iconBg: "bg-green-50",
@@ -150,7 +166,11 @@ export default async function BulkUploadDetailPage(props: {
               </div>
             )}
 
-            {(statusKey === "processing" || statusKey === "complete" || statusKey === "failed") &&
+            {(statusKey === "processing" ||
+              statusKey === "combining" ||
+              statusKey === "awaiting_review" ||
+              statusKey === "complete" ||
+              statusKey === "failed") &&
               upload.taskId && (
                 <OnboardingProgress
                   taskId={upload.taskId}
@@ -160,6 +180,16 @@ export default async function BulkUploadDetailPage(props: {
                   isDomnaUser={isDomnaUser}
                 />
               )}
+
+            {statusKey === "awaiting_review" && (
+              <Link
+                href={`/portfolio/${slug}/bulk-upload/${uploadId}/confirm-matches`}
+                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"
+              >
+                Review matches
+                <ArrowRightIcon className="h-4 w-4" />
+              </Link>
+            )}
           </div>
         </div>
       </div>

From 4cdb21fbbc5c91de0c7d0c7be16d811ab4105f3c Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Thu, 23 Apr 2026 12:01:17 +0000
Subject: [PATCH 006/147] save current changes

---
 .claude/settings.local.json                   |   4 +-
 .devcontainer/docker-compose.yml              |   1 +
 .../[uploadId]/combined-results/route.ts      | 173 ++++++++++++++----
 .../[uploadId]/OnboardingProgress.tsx         |   9 -
 .../[uploadId]/confirm-matches/page.tsx       |   8 +-
 5 files changed, 146 insertions(+), 49 deletions(-)

diff --git a/.claude/settings.local.json b/.claude/settings.local.json
index dddaa7e..6aad418 100644
--- a/.claude/settings.local.json
+++ b/.claude/settings.local.json
@@ -14,7 +14,9 @@
       "Read(//workspaces/home/github/Model/**)",
       "Bash(pytest backend/tests/test_bulk_combiner_status.py -v --no-cov)",
       "Bash(echo \"EXIT: $?\")",
-      "mcp__backlog__task_list"
+      "mcp__backlog__task_list",
+      "Bash(grep -E \"\\\\.\\(prisma|sql|ts\\)$\")",
+      "Bash(xargs cat *)"
     ]
   },
   "enabledMcpjsonServers": [
diff --git a/.devcontainer/docker-compose.yml b/.devcontainer/docker-compose.yml
index 2477976..e42032b 100644
--- a/.devcontainer/docker-compose.yml
+++ b/.devcontainer/docker-compose.yml
@@ -35,3 +35,4 @@ networks:
     driver: bridge
   shared-dev:
     external: true
+    name: shared-dev
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
index 44f74fa..d0cf1ca 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
@@ -4,6 +4,50 @@ import { eq } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
 import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import S3 from "aws-sdk/clients/s3";
+import * as XLSX from "xlsx";
+
+const ADDRESS_COLS = ["Address 1", "Address 2", "Address 3", "postcode"] as const;
+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 HIGH_THRESHOLD = 0.85;
+const MED_THRESHOLD = 0.65;
+
+type ScoreBucket = "high" | "med" | "low" | null;
+
+function scoreBucket(score: number | null): ScoreBucket {
+  if (score === null) return null;
+  if (score >= HIGH_THRESHOLD) return "high";
+  if (score >= MED_THRESHOLD) return "med";
+  return "low";
+}
+
+function normalize(v: unknown): string {
+  if (v === null || v === undefined) return "";
+  return String(v).trim();
+}
+
+function isMissingUprn(uprn: string): boolean {
+  return uprn === "" || uprn.toLowerCase() === MISSING_SENTINEL;
+}
+
+function parseLexiscore(raw: unknown): number | null {
+  const val = normalize(raw);
+  if (!val || val.toLowerCase() === MISSING_SENTINEL) return null;
+  const n = Number(val);
+  return Number.isFinite(n) ? n : 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 GET(
   request: NextRequest,
@@ -15,53 +59,108 @@ export async function GET(
   const { uploadId } = await params;
 
   const [upload] = await db
-    .select({ taskId: bulkAddressUploads.taskId })
+    .select({
+      combinedOutputS3Uri: bulkAddressUploads.combinedOutputS3Uri,
+    })
     .from(bulkAddressUploads)
     .where(eq(bulkAddressUploads.id, uploadId))
     .limit(1);
 
   if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
-  if (!upload.taskId) return NextResponse.json({ error: "Task not started" }, { status: 409 });
+  if (!upload.combinedOutputS3Uri)
+    return NextResponse.json({ error: "Combiner not finished" }, { status: 409 });
 
-  const fastapiUrl = process.env.FASTAPI_API_URL;
-  const fastapiKey = process.env.FASTAPI_API_KEY;
-  if (!fastapiUrl || !fastapiKey) {
-    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
-    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
-  }
-
-  const sessionToken =
-    request.cookies.get("__Secure-next-auth.session-token")?.value ??
-    request.cookies.get("next-auth.session-token")?.value;
+  const parsed = parseS3Uri(upload.combinedOutputS3Uri);
+  if (!parsed)
+    return NextResponse.json({ error: "Invalid combined output S3 URI" }, { status: 500 });
 
   const { searchParams } = new URL(request.url);
-  const offset = searchParams.get("offset") ?? "0";
-  const limit = searchParams.get("limit") ?? "500";
+  const offset = Math.max(0, parseInt(searchParams.get("offset") ?? "0", 10) || 0);
+  const limit = Math.max(1, Math.min(5000, parseInt(searchParams.get("limit") ?? "500", 10) || 500));
 
+  const s3 = 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,
+  });
+
+  let rawRows: Record<string, unknown>[];
   try {
-    const res = await fetch(
-      `${fastapiUrl}/v1/bulk-uploads/${upload.taskId}/combined-results?offset=${offset}&limit=${limit}`,
-      {
-        headers: {
-          "x-api-key": fastapiKey,
-          Authorization: `Bearer ${sessionToken}`,
-        },
-      }
-    );
-
-    if (!res.ok) {
-      const errText = await res.text().catch(() => "");
-      console.error("Backend combined-results failed:", res.status, errText);
-      return NextResponse.json(
-        { error: res.status === 409 ? "Combiner not finished" : "Failed to fetch results" },
-        { status: res.status === 409 ? 409 : 502 }
-      );
-    }
-
-    const data = await res.json();
-    return NextResponse.json(data, { status: 200 });
+    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 reach backend combined-results:", err);
-    return NextResponse.json({ error: "Failed to fetch results" }, { status: 502 });
+    console.error("Failed to read combined CSV from S3:", err);
+    return NextResponse.json({ error: "Failed to read combined CSV" }, { status: 502 });
   }
+
+  const uprnValues = rawRows.map((r) => normalize(r[UPRN_COL]));
+  const uprnCounts = new Map<string, number>();
+  for (const u of uprnValues) {
+    if (isMissingUprn(u)) continue;
+    uprnCounts.set(u, (uprnCounts.get(u) ?? 0) + 1);
+  }
+  const duplicateUprns = new Set(
+    Array.from(uprnCounts.entries())
+      .filter(([, c]) => c >= 2)
+      .map(([u]) => u)
+  );
+
+  const missingCount = uprnValues.filter(isMissingUprn).length;
+  const duplicateCount = uprnValues.filter((u) => duplicateUprns.has(u)).length;
+  const matchedCount = rawRows.length - missingCount;
+
+  const page = rawRows.slice(offset, offset + limit);
+  const rows = page.map((raw, i) => {
+    const rowIndex = offset + i;
+    const addressParts = ADDRESS_COLS.map((c) => normalize(raw[c])).filter(Boolean);
+    const inputAddress = addressParts.join(", ");
+    const internalRef = normalize(raw[INTERNAL_REF_COL]) || null;
+
+    const uprnRaw = normalize(raw[UPRN_COL]);
+    const uprn = isMissingUprn(uprnRaw) ? null : uprnRaw;
+
+    const matchedAddressRaw = normalize(raw[MATCHED_ADDRESS_COL]);
+    const matchedAddress =
+      !matchedAddressRaw || matchedAddressRaw.toLowerCase() === MISSING_SENTINEL
+        ? null
+        : matchedAddressRaw;
+
+    const lexiscore = parseLexiscore(raw[LEXISCORE_COL]);
+
+    const flags: ("duplicate" | "missing")[] = [];
+    if (uprn === null) flags.push("missing");
+    else if (duplicateUprns.has(uprn)) flags.push("duplicate");
+
+    return {
+      row_index: rowIndex,
+      input_address: inputAddress,
+      internal_reference: internalRef,
+      uprn,
+      matched_address: matchedAddress,
+      lexiscore,
+      score_bucket: scoreBucket(lexiscore),
+      flags,
+    };
+  });
+
+  return NextResponse.json(
+    {
+      task_id: uploadId,
+      total: rawRows.length,
+      offset,
+      limit,
+      flags_summary: {
+        duplicates: duplicateCount,
+        missing: missingCount,
+        matched: matchedCount,
+      },
+      rows,
+    },
+    { status: 200 }
+  );
 }
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
index 7effd7f..2eae693 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
@@ -149,15 +149,6 @@ export default function OnboardingProgress({
         )}
       </div>
 
-      {isAwaitingReview && (
-        <Link
-          href={`/portfolio/${portfolioSlug}/bulk-upload/${uploadId}/confirm-matches`}
-          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 hover:opacity-90 transition-opacity"
-        >
-          Review matches
-        </Link>
-      )}
-
       {isDomnaUser && (
         <Link
           href={`/portfolio/${portfolioSlug}/settings/logs`}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx
index 9cfac38..a12826a 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx
@@ -52,13 +52,17 @@ export default async function ConfirmMatchesPage(props: {
   try {
     const res = await fetch(url, { headers: { Cookie: cookieHeader }, cache: "no-store" });
     if (!res.ok) {
-      fetchError = `Failed to load results (${res.status})`;
+      const body = await res.json().catch(() => ({}));
+      const upstreamStatus = body?.upstreamStatus;
+      const upstreamBody = body?.upstreamBody;
+      fetchError = `Failed to load results (${res.status})${upstreamStatus ? ` · upstream ${upstreamStatus}` : ""}${upstreamBody ? ` · ${upstreamBody}` : ""}`;
+      console.error("Confirm-matches fetch error:", { status: res.status, body });
     } else {
       data = (await res.json()) as CombinedResultsResponse;
     }
   } catch (err) {
     console.error("Failed to fetch combined-results:", err);
-    fetchError = "Failed to load results";
+    fetchError = `Failed to load results · ${err instanceof Error ? err.message : String(err)}`;
   }
 
   return (

From 67f1c19e0d3311b340d322bc0bf3539c75ec491a Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Thu, 23 Apr 2026 13:10:07 +0000
Subject: [PATCH 007/147] added property data

---
 .../db/migrations/0183_careless_darkhawk.sql  |    3 +
 src/app/db/migrations/meta/0183_snapshot.json | 6989 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 src/app/db/schema/property.ts                 |    3 +
 4 files changed, 7002 insertions(+)
 create mode 100644 src/app/db/migrations/0183_careless_darkhawk.sql
 create mode 100644 src/app/db/migrations/meta/0183_snapshot.json

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/meta/0183_snapshot.json b/src/app/db/migrations/meta/0183_snapshot.json
new file mode 100644
index 0000000..15db482
--- /dev/null
+++ b/src/app/db/migrations/meta/0183_snapshot.json
@@ -0,0 +1,6989 @@
+{
+  "id": "864ae05a-4a5c-4f29-bdfa-06e5a6c71c72",
+  "prevId": "a8317c01-6d20-4c67-80a6-69cad2c062ec",
+  "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",
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+          "name": "element_survey_id_property_condition_survey_id_fk",
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+          "tableTo": "property_condition_survey",
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+            "survey_id"
+          ],
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+            "id"
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+          "name": "date",
+          "type": "date",
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+    },
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+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
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+          "type": "text",
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+        },
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+          "name": "company_name",
+          "type": "text",
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+          "default": "now()"
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+          "name": "outcome_notes",
+          "type": "text",
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+      "checkConstraints": {},
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+    },
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+          "tableTo": "property",
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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": "co2_emissions_potential",
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+        },
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+          "type": "text",
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+        },
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+          "name": "floor_description",
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+        },
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+        },
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+          "notNull": true
+        },
+        "number_open_fireplaces": {
+          "name": "number_open_fireplaces",
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+        },
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+        },
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+          "name": "glazed_area",
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+        },
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+          "name": "inspection_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": true
+        },
+        "mains_gas_flag": {
+          "name": "mains_gas_flag",
+          "type": "text",
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+          "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",
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+          "notNull": true
+        },
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+          "name": "environment_impact_current",
+          "type": "text",
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+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.portfolioUsers": {
+      "name": "portfolioUsers",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "user_id": {
+          "name": "user_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "role": {
+          "name": "role",
+          "type": "role",
+          "typeSchema": "public",
+          "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": {
+        "portfolioUsers_user_id_user_id_fk": {
+          "name": "portfolioUsers_user_id_user_id_fk",
+          "tableFrom": "portfolioUsers",
+          "tableTo": "user",
+          "columnsFrom": [
+            "user_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        },
+        "portfolioUsers_portfolio_id_portfolio_id_fk": {
+          "name": "portfolioUsers_portfolio_id_portfolio_id_fk",
+          "tableFrom": "portfolioUsers",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.non_intrusive_survey": {
+      "name": "non_intrusive_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "survey_date": {
+          "name": "survey_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "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": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "title": {
+          "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": {
+        "id": {
+          "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": {
+          "name": "installed_measures_sap_point_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_sap_points_adjusted_for_installed_measures": {
+          "name": "is_sap_points_adjusted_for_installed_measures",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "original_sap_points": {
+          "name": "original_sap_points",
+          "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"
+            }
+          ],
+          "isUnique": true,
+          "where": "\"property\".\"uprn\" IS NOT NULL",
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "property_portfolio_id_portfolio_id_fk": {
+          "name": "property_portfolio_id_portfolio_id_fk",
+          "tableFrom": "property",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "full_address": {
+          "name": "full_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_date": {
+          "name": "lodgement_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_expired": {
+          "name": "is_expired",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "total_floor_area": {
+          "name": "total_floor_area",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "walls": {
+          "name": "walls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "walls_rating": {
+          "name": "walls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof": {
+          "name": "roof",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof_rating": {
+          "name": "roof_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor": {
+          "name": "floor",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_rating": {
+          "name": "floor_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "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
+        },
+        "heating_rating": {
+          "name": "heating_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls": {
+          "name": "heating_controls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls_rating": {
+          "name": "heating_controls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water": {
+          "name": "hot_water",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_rating": {
+          "name": "hot_water_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting": {
+          "name": "lighting",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting_rating": {
+          "name": "lighting_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mainfuel": {
+          "name": "mainfuel",
+          "type": "text",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "wind_turbine": {
+          "name": "wind_turbine",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_height": {
+          "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
+        },
+        "number_of_extensions": {
+          "name": "number_of_extensions",
+          "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
+        },
+        "energy_tariff": {
+          "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
+        },
+        "current_energy_demand": {
+          "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
+        },
+        "estimated": {
+          "name": "estimated",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "sap_05_overwritten": {
+          "name": "sap_05_overwritten",
+          "type": "boolean",
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+          "notNull": false,
+          "default": false
+        },
+        "sap_05_score": {
+          "name": "sap_05_score",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_05_epc_rating": {
+          "name": "sap_05_epc_rating",
+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cost_current": {
+          "name": "heating_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_cost_current": {
+          "name": "hot_water_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting_cost_current": {
+          "name": "lighting_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "appliances_cost_current": {
+          "name": "appliances_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_primary_energy_consumption": {
+          "name": "original_primary_energy_consumption",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_current_energy_demand": {
+          "name": "original_current_energy_demand",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_current_energy_demand_heating_hotwater": {
+          "name": "original_current_energy_demand_heating_hotwater",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_co2_adjustment": {
+          "name": "installed_measures_co2_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_energy_demand_adjustment": {
+          "name": "installed_measures_energy_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
+          "name": "installed_measures_total_energy_bill_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_heat_demand_adjustment": {
+          "name": "installed_measures_heat_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_epc_adjusted_for_installed_measures": {
+          "name": "is_epc_adjusted_for_installed_measures",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
+          "type": "real",
+          "primaryKey": false,
+          "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": {
+        "uq_property_details_epc_property_portfolio": {
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+      ]
+    },
+    "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..8a956de 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1282,6 +1282,13 @@
       "when": 1776699608018,
       "tag": "0182_messy_calypso",
       "breakpoints": true
+    },
+    {
+      "idx": 183,
+      "version": "7",
+      "when": 1776947867497,
+      "tag": "0183_careless_darkhawk",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file
diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 58e956f..f2075b6 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -114,6 +114,9 @@ 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"),

From 2960b99c8b5e8d2aeef71b64c5598899cfb1e92c Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Thu, 23 Apr 2026 15:49:53 +0000
Subject: [PATCH 008/147] tables for new epc data

---
 src/app/db/schema/property.ts | 482 +++++++++++++++++++++++++++++++++-
 1 file changed, 481 insertions(+), 1 deletion(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 58e956f..cceb8af 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -162,7 +162,120 @@ export const FeatureRating: [string, ...string[]] = [
   "Poor",
   "Very poor",
   "N/A",
-];
+];export const propertyDetailsEpc = pgTable(
+  "property_details_epc",
+  {
+    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),
+    fullAddress: text("full_address"),
+    // Date the EPC was lodged
+    lodgementDate: timestamp("lodgement_date"),
+    isExpired: boolean("is_expired"),
+    totalFloorArea: real("total_floor_area"),
+    walls: text("walls"),
+    wallsRating: smallint("walls_rating"),
+    roof: text("roof"),
+    roofRating: smallint("roof_rating"),
+    floor: text("floor"),
+    floorRating: smallint("floor_rating"),
+    windows: text("windows"),
+    windowsRating: smallint("windows_rating"),
+    heating: text("heating"),
+    heatingRating: smallint("heating_rating"),
+    heatingControls: text("heating_controls"),
+    heatingControlsRating: smallint("heating_controls_rating"),
+    hotWater: text("hot_water"),
+    hotWaterRating: smallint("hot_water_rating"),
+    lighting: text("lighting"),
+    lightingRating: smallint("lighting_rating"),
+    mainfuel: text("mainfuel"),
+    ventilation: text("ventilation"),
+    solarPv: real("solar_pv"),
+    solarHotWater: boolean("solar_hot_water"),
+    windTurbine: smallint("wind_turbine"),
+    floorHeight: real("floor_height"),
+    numberHeatedRooms: integer("number_heated_rooms"),
+    heatLossCorridor: boolean("heat_loss_corridor"),
+    unheatedCorridorLength: real("unheated_corridor_length"),
+    numberOpenFireplaces: integer("number_of_open_fireplaces"),
+    numberExtensions: integer("number_of_extensions"),
+    numberStoreys: integer("number_of_storeys"),
+    mainsGas: boolean("mains_gas"),
+    energyTariff: text("energy_tariff"),
+    // This is heat demand
+    primaryEnergyConsumption: real("primary_energy_consumption"),
+    co2Emissions: real("co2_emissions"),
+    // Bad naming but currentEnergyDemand is the current kwh consumption - needs to be renamed
+    currentEnergyDemand: real("current_energy_demand"),
+    currentEnergyDemandHeatingHotwater: real(
+      "current_energy_demand_heating_hotwater",
+    ),
+    estimated: boolean("estimated").default(false),
+    // We indicate if the property has an overwritten SAP 05 EPC. I.e. there is a valid EPC, however it's a SAP 05
+    // EPC which isn't particularly useful. This value is defaulted to False
+    sap05Overwritten: boolean("sap_05_overwritten").default(false),
+    // When we've overwritten a SAP 05 EPC, we store the SAP 05 score and rating here for reference
+    sap05Score: real("sap_05_score"),
+    sap05EpcRating: epcEnum("sap_05_epc_rating"),
+    // Include current estimates for energy bills, across the different types of energy
+    // These predictions are based on the EPC predicted consumptions + current energy prices
+    heatingEnergyCostCurrent: real("heating_cost_current"),
+    hotWaterEnergyCostCurrent: real("hot_water_cost_current"),
+    lightingEnergyCostCurrent: real("lighting_cost_current"),
+    appliancesEnergyCostCurrent: real("appliances_cost_current"),
+    gasStandingCharge: real("gas_standing_charge"),
+    electricityStandingCharge: real("electricity_standing_charge"),
+
+    // When we have already installed measures, we will adjust the carbon, bills, kwh, heat demandto reflect this. We keep a record of
+    // 1) The adjustments
+    // 2) original values
+    // 3) a flag to indicate whether the values have been adjusted, for easily filtering
+
+    // original values - we don't need bills because we don't actually adjust any of the originals we just subtract adjustments from current values
+    // TODO - deprecate
+    originalCo2Emissions: real("original_co2_emissions"),
+    originalPrimaryEnergyConsumption: real(
+      "original_primary_energy_consumption",
+    ),
+    originalCurrentEnergyDemand: real("original_current_energy_demand"),
+    originalCurrentEnergyDemandHeatingHotwater: real(
+      "original_current_energy_demand_heating_hotwater",
+    ),
+
+    // adjustment quantities - TODO: deprecate
+    installedMeasuresCo2Adjustment: real("installed_measures_co2_adjustment"),
+    installedMeasuresEnergyDemandAdjustment: real(
+      "installed_measures_energy_demand_adjustment",
+    ),
+    installedMeasuresTotalEnergyBillAdjustment: real(
+      "installed_measures_total_energy_bill_adjustment",
+    ),
+    installedMeasuresHeatDemandAdjustment: real(
+      "installed_measures_heat_demand_adjustment",
+    ),
+    isEpcAdjustedForInstalledMeasures: boolean(
+      "is_epc_adjusted_for_installed_measures",
+    ).default(false),
+
+    // Lodged values
+    lodgedCo2Emissions: real("lodged_co2_emissions"),
+    lodgedHeatDemand: real("lodged_heat_demand"),
+    hasBeenRemodelled: boolean("has_been_remodelled").default(false),
+    // additional fields
+    environment_impact_current: real("environment_impact_current"),
+  },
+  (table) => [
+    uniqueIndex("uq_property_details_epc_property_portfolio").on(
+      table.propertyId,
+      table.portfolioId,
+    ),
+  ],
+);
 
 export const FeatureRatingNumeric: [number, ...number[]] = [5, 4, 3, 2, 1];
 
@@ -398,3 +511,370 @@ 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),
+
+    // 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"),
+    addressLine2: text("address_line_2"),
+    postTown:     text("post_town"),
+    postcode:     text("postcode"),
+    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"),
+
+    // 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),
+
+    pvcFrame:                   text("pvc_frame").notNull(),
+    glazingGap:                 text("glazing_gap").notNull(),
+    orientation:                text("orientation").notNull(),
+    windowType:                 text("window_type").notNull(),
+    glazingType:                text("glazing_type").notNull(),
+    windowWidth:                real("window_width").notNull(),
+    windowHeight:               real("window_height").notNull(),
+    draughtProofed:             boolean("draught_proofed").notNull(),
+    windowLocation:             text("window_location").notNull(),
+    windowWallType:             text("window_wall_type").notNull(),
+    permanentShuttersPresent:   boolean("permanent_shutters_present").notNull(),
+    frameFactor:                real("frame_factor"),
+    permanentShuttersInsulated: text("permanent_shutters_insulated"),
+
+    // Transmission details (inlined)
+    transmissionUValue:               real("transmission_u_value"),
+    transmissionDataSource:           integer("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

From 62a31126a2531344fd658a262147a5fb75945b04 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Thu, 23 Apr 2026 16:48:24 +0000
Subject: [PATCH 009/147] remove accidental duplicate epcpropertydetails table

---
 src/app/db/schema/property.ts | 115 +---------------------------------
 1 file changed, 1 insertion(+), 114 deletions(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 2c36756..9ac0674 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -165,120 +165,7 @@ export const FeatureRating: [string, ...string[]] = [
   "Poor",
   "Very poor",
   "N/A",
-];export const propertyDetailsEpc = pgTable(
-  "property_details_epc",
-  {
-    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),
-    fullAddress: text("full_address"),
-    // Date the EPC was lodged
-    lodgementDate: timestamp("lodgement_date"),
-    isExpired: boolean("is_expired"),
-    totalFloorArea: real("total_floor_area"),
-    walls: text("walls"),
-    wallsRating: smallint("walls_rating"),
-    roof: text("roof"),
-    roofRating: smallint("roof_rating"),
-    floor: text("floor"),
-    floorRating: smallint("floor_rating"),
-    windows: text("windows"),
-    windowsRating: smallint("windows_rating"),
-    heating: text("heating"),
-    heatingRating: smallint("heating_rating"),
-    heatingControls: text("heating_controls"),
-    heatingControlsRating: smallint("heating_controls_rating"),
-    hotWater: text("hot_water"),
-    hotWaterRating: smallint("hot_water_rating"),
-    lighting: text("lighting"),
-    lightingRating: smallint("lighting_rating"),
-    mainfuel: text("mainfuel"),
-    ventilation: text("ventilation"),
-    solarPv: real("solar_pv"),
-    solarHotWater: boolean("solar_hot_water"),
-    windTurbine: smallint("wind_turbine"),
-    floorHeight: real("floor_height"),
-    numberHeatedRooms: integer("number_heated_rooms"),
-    heatLossCorridor: boolean("heat_loss_corridor"),
-    unheatedCorridorLength: real("unheated_corridor_length"),
-    numberOpenFireplaces: integer("number_of_open_fireplaces"),
-    numberExtensions: integer("number_of_extensions"),
-    numberStoreys: integer("number_of_storeys"),
-    mainsGas: boolean("mains_gas"),
-    energyTariff: text("energy_tariff"),
-    // This is heat demand
-    primaryEnergyConsumption: real("primary_energy_consumption"),
-    co2Emissions: real("co2_emissions"),
-    // Bad naming but currentEnergyDemand is the current kwh consumption - needs to be renamed
-    currentEnergyDemand: real("current_energy_demand"),
-    currentEnergyDemandHeatingHotwater: real(
-      "current_energy_demand_heating_hotwater",
-    ),
-    estimated: boolean("estimated").default(false),
-    // We indicate if the property has an overwritten SAP 05 EPC. I.e. there is a valid EPC, however it's a SAP 05
-    // EPC which isn't particularly useful. This value is defaulted to False
-    sap05Overwritten: boolean("sap_05_overwritten").default(false),
-    // When we've overwritten a SAP 05 EPC, we store the SAP 05 score and rating here for reference
-    sap05Score: real("sap_05_score"),
-    sap05EpcRating: epcEnum("sap_05_epc_rating"),
-    // Include current estimates for energy bills, across the different types of energy
-    // These predictions are based on the EPC predicted consumptions + current energy prices
-    heatingEnergyCostCurrent: real("heating_cost_current"),
-    hotWaterEnergyCostCurrent: real("hot_water_cost_current"),
-    lightingEnergyCostCurrent: real("lighting_cost_current"),
-    appliancesEnergyCostCurrent: real("appliances_cost_current"),
-    gasStandingCharge: real("gas_standing_charge"),
-    electricityStandingCharge: real("electricity_standing_charge"),
-
-    // When we have already installed measures, we will adjust the carbon, bills, kwh, heat demandto reflect this. We keep a record of
-    // 1) The adjustments
-    // 2) original values
-    // 3) a flag to indicate whether the values have been adjusted, for easily filtering
-
-    // original values - we don't need bills because we don't actually adjust any of the originals we just subtract adjustments from current values
-    // TODO - deprecate
-    originalCo2Emissions: real("original_co2_emissions"),
-    originalPrimaryEnergyConsumption: real(
-      "original_primary_energy_consumption",
-    ),
-    originalCurrentEnergyDemand: real("original_current_energy_demand"),
-    originalCurrentEnergyDemandHeatingHotwater: real(
-      "original_current_energy_demand_heating_hotwater",
-    ),
-
-    // adjustment quantities - TODO: deprecate
-    installedMeasuresCo2Adjustment: real("installed_measures_co2_adjustment"),
-    installedMeasuresEnergyDemandAdjustment: real(
-      "installed_measures_energy_demand_adjustment",
-    ),
-    installedMeasuresTotalEnergyBillAdjustment: real(
-      "installed_measures_total_energy_bill_adjustment",
-    ),
-    installedMeasuresHeatDemandAdjustment: real(
-      "installed_measures_heat_demand_adjustment",
-    ),
-    isEpcAdjustedForInstalledMeasures: boolean(
-      "is_epc_adjusted_for_installed_measures",
-    ).default(false),
-
-    // Lodged values
-    lodgedCo2Emissions: real("lodged_co2_emissions"),
-    lodgedHeatDemand: real("lodged_heat_demand"),
-    hasBeenRemodelled: boolean("has_been_remodelled").default(false),
-    // additional fields
-    environment_impact_current: real("environment_impact_current"),
-  },
-  (table) => [
-    uniqueIndex("uq_property_details_epc_property_portfolio").on(
-      table.propertyId,
-      table.portfolioId,
-    ),
-  ],
-);
+];
 
 export const FeatureRatingNumeric: [number, ...number[]] = [5, 4, 3, 2, 1];
 

From f74666212d203432bc3b57d7d6d7c43c1c1eda4a Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Thu, 23 Apr 2026 16:52:07 +0000
Subject: [PATCH 010/147] migration

---
 src/app/db/migrations/0184_tiny_annihilus.sql |  261 +
 src/app/db/migrations/meta/0184_snapshot.json | 8616 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 8884 insertions(+)
 create mode 100644 src/app/db/migrations/0184_tiny_annihilus.sql
 create mode 100644 src/app/db/migrations/meta/0184_snapshot.json

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/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": {
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+          "name": "storey_count",
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
+        }
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+          "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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+          "columns": [
+            "epc_property_id"
+          ]
+        }
+      },
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "name": "epc_floor_dimension",
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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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+          "name": "floor_insulation",
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+        },
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+          "name": "floor_construction",
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+        }
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+          "tableFrom": "epc_floor_dimension",
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+            "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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+          "type": "bigserial",
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+        },
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+          "type": "boolean",
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+        },
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+          "name": "main_fuel_type",
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+        },
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+          "name": "emitter_temperature",
+          "type": "text",
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+          "notNull": true
+        },
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+          "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",
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+        },
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+          "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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+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "main_heating_category": {
+          "name": "main_heating_category",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "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
+        },
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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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+          "notNull": false
+        }
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+          "tableTo": "epc_property",
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+            "epc_property_id"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "type": "bigserial",
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+          "type": "bigint",
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+        },
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+        },
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+          "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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+        },
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+          "name": "status",
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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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+          "name": "post_town",
+          "type": "text",
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+        },
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+          "type": "text",
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+        },
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+        },
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+          "type": "text",
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+        },
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+          "name": "language_code",
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+          "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": false
+        },
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+        },
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+        },
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+        },
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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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+          "notNull": true
+        },
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+          "notNull": true
+        },
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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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+          "type": "boolean",
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+        },
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+        },
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+          "type": "integer",
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+          "notNull": true
+        },
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+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "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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+          "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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+          "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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+          "notNull": false
+        },
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+          "type": "integer",
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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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+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_solar_transmittance": {
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+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "type": "text",
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+          "notNull": true
+        },
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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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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
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+          "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
+        },
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+          "name": "heating_immersion_heating_type",
+          "type": "text",
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+          "notNull": false
+        },
+        "heating_cylinder_insulation_type": {
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "heating_cylinder_thermostat",
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+            "portfolio_id"
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+      "isRLSEnabled": false
+    },
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+          "type": "smallint",
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+          "name": "id",
+          "type": "bigserial",
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+        },
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+        },
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+          "name": "installed_at",
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+          "notNull": false,
+          "default": "now()"
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+        },
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+          "name": "carbon_savings",
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+          "name": "kwh_savings",
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+        },
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+          "name": "bill_savings",
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+          "name": "heat_demand_savings",
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+        "electrics",
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+        "communal_emergency_lighting",
+        "communal_door_entry",
+        "communal_cctv",
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+        "communal_kitchen",
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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"
+      ]
+    },
+    "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 8a956de..783e521 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1289,6 +1289,13 @@
       "when": 1776947867497,
       "tag": "0183_careless_darkhawk",
       "breakpoints": true
+    },
+    {
+      "idx": 184,
+      "version": "7",
+      "when": 1776962910255,
+      "tag": "0184_tiny_annihilus",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From cb59f435ad080af6dc9b31c99bd0d4be7caaf055 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 24 Apr 2026 09:48:15 +0000
Subject: [PATCH 011/147] comments

---
 src/app/db/schema/property.ts | 5 +++--
 1 file changed, 3 insertions(+), 2 deletions(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 9ac0674..3d295e1 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -664,6 +664,7 @@ export const epcBuildingPart = pgTable(
     wallDryLined:           boolean("wall_dry_lined"),
     wallThicknessMm:        integer("wall_thickness_mm"),
     wallInsulationThickness: text("wall_insulation_thickness"),
+    // age band source
 
     // Floor
     floorHeatLoss:            integer("floor_heat_loss"),
@@ -736,8 +737,8 @@ export const epcWindow = pgTable(
     orientation:                text("orientation").notNull(),
     windowType:                 text("window_type").notNull(),
     glazingType:                text("glazing_type").notNull(),
-    windowWidth:                real("window_width").notNull(),
-    windowHeight:               real("window_height").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(),

From 3014136e99af92090f16c5f8a42095ee1cec5139 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 24 Apr 2026 10:25:33 +0000
Subject: [PATCH 012/147] address columns notnull

---
 src/app/db/schema/property.ts | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 3d295e1..c7d8dd1 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -435,10 +435,10 @@ export const epcProperty = pgTable(
     calculationSoftwareVersion: text("calculation_software_version"),
 
     // Address
-    addressLine1: text("address_line_1"),
+    addressLine1: text("address_line_1").notNull(),
     addressLine2: text("address_line_2"),
-    postTown:     text("post_town"),
-    postcode:     text("postcode"),
+    postTown:     text("post_town").notNull(),
+    postcode:     text("postcode").notNull(),
     regionCode:   text("region_code"),
     countryCode:  text("country_code"),
     languageCode: text("language_code"),

From a595f9482e0e83ceffa44bc5e3eac8f9cb45c8f1 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 24 Apr 2026 10:29:23 +0000
Subject: [PATCH 013/147] revert previous commit

---
 src/app/db/schema/property.ts | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index c7d8dd1..3d295e1 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -435,10 +435,10 @@ export const epcProperty = pgTable(
     calculationSoftwareVersion: text("calculation_software_version"),
 
     // Address
-    addressLine1: text("address_line_1").notNull(),
+    addressLine1: text("address_line_1"),
     addressLine2: text("address_line_2"),
-    postTown:     text("post_town").notNull(),
-    postcode:     text("postcode").notNull(),
+    postTown:     text("post_town"),
+    postcode:     text("postcode"),
     regionCode:   text("region_code"),
     countryCode:  text("country_code"),
     languageCode: text("language_code"),

From bec81c986f3354d058b36f45f6c002aa3c4c0ae3 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 24 Apr 2026 10:30:35 +0000
Subject: [PATCH 014/147] address columns not null

---
 src/app/db/schema/property.ts | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 3d295e1..c7d8dd1 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -435,10 +435,10 @@ export const epcProperty = pgTable(
     calculationSoftwareVersion: text("calculation_software_version"),
 
     // Address
-    addressLine1: text("address_line_1"),
+    addressLine1: text("address_line_1").notNull(),
     addressLine2: text("address_line_2"),
-    postTown:     text("post_town"),
-    postcode:     text("postcode"),
+    postTown:     text("post_town").notNull(),
+    postcode:     text("postcode").notNull(),
     regionCode:   text("region_code"),
     countryCode:  text("country_code"),
     languageCode: text("language_code"),

From b4e2370ddcdcd01c246f23ed6dd0a1c46b7d60a4 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 24 Apr 2026 10:31:04 +0000
Subject: [PATCH 015/147] migration

---
 src/app/db/migrations/0185_slimy_mindworm.sql |    3 +
 src/app/db/migrations/meta/0185_snapshot.json | 8616 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 8626 insertions(+)
 create mode 100644 src/app/db/migrations/0185_slimy_mindworm.sql
 create mode 100644 src/app/db/migrations/meta/0185_snapshot.json

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/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",
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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": {
+        "id": {
+          "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
+        },
+        "room_height_m": {
+          "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",
+          "primaryKey": false,
+          "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",
+          "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",
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+          "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": {
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+          "tableFrom": "epc_main_heating_detail",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onDelete": "no action",
+          "onUpdate": "no action"
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+      },
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+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property": {
+      "name": "epc_property",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
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+        },
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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",
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "schema_type": {
+          "name": "schema_type",
+          "type": "text",
+          "primaryKey": false,
+          "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
+        },
+        "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",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "transaction_type": {
+          "name": "transaction_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "inspection_date": {
+          "name": "inspection_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "completion_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
+        "registration_date": {
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "solar_water_heating": {
+          "name": "solar_water_heating",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "has_hot_water_cylinder": {
+          "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",
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+          "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": {
+          "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": {
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+          "type": "integer",
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+          "notNull": true
+        },
+        "led_fixed_lighting_bulbs_count": {
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+          "notNull": true
+        },
+        "incandescent_fixed_lighting_bulbs_count": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "blocked_chimneys_count": {
+          "name": "blocked_chimneys_count",
+          "type": "integer",
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+          "notNull": false
+        },
+        "draughtproofed_door_count": {
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+          "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": {
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+          "type": "integer",
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "any_unheated_rooms": {
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+          "type": "boolean",
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+          "notNull": false
+        },
+        "hydro": {
+          "name": "hydro",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "photovoltaic_array": {
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+          "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",
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+          "notNull": false
+        },
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+          "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": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_gas_smart_meter_present": {
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+          "notNull": true
+        },
+        "energy_is_dwelling_export_capable": {
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+          "notNull": true
+        },
+        "energy_wind_turbines_terrain_type": {
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+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_electricity_smart_meter_present": {
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+          "type": "boolean",
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+          "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": {
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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",
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+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
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+          "name": "lodgement_date",
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+          "type": "boolean",
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+          "default": "now()"
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+        "flat_roof_covering",
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+        "external_wall",
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+        "primary_wall",
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+        "downpipes",
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+        "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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+      "values": [
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+        "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": [
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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_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 783e521..caf36c7 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1296,6 +1296,13 @@
       "when": 1776962910255,
       "tag": "0184_tiny_annihilus",
       "breakpoints": true
+    },
+    {
+      "idx": 185,
+      "version": "7",
+      "when": 1777026653433,
+      "tag": "0185_slimy_mindworm",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From fead8582c60099c97c1e1b32a7c9cc7cf884bbed Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 24 Apr 2026 11:03:01 +0000
Subject: [PATCH 016/147] make property_id and portfolio_id foreign keys
 nullable

---
 src/app/db/schema/property.ts | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index c7d8dd1..132721b 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -416,10 +416,10 @@ export const epcProperty = pgTable(
   {
     id: bigserial("id", { mode: "bigint" }).primaryKey(),
     propertyId: bigint("property_id", { mode: "bigint" })
-      .notNull()
+      // .notNull()
       .references(() => property.id),
     portfolioId: bigint("portfolio_id", { mode: "bigint" })
-      .notNull()
+      // .notNull()
       .references(() => portfolio.id),
 
     // Identity / admin

From be2a1919088bbf3e6874aa0ea518aebc6ca4b316 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 24 Apr 2026 11:05:12 +0000
Subject: [PATCH 017/147] migration

---
 .../db/migrations/0186_equal_baron_zemo.sql   |    2 +
 src/app/db/migrations/meta/0186_snapshot.json | 8616 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 8625 insertions(+)
 create mode 100644 src/app/db/migrations/0186_equal_baron_zemo.sql
 create mode 100644 src/app/db/migrations/meta/0186_snapshot.json

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/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,
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+          "type": "text",
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+          "notNull": true
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+        "s3_key": {
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+          "notNull": true
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+        "filename": {
+          "name": "filename",
+          "type": "text",
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+          "notNull": true
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+        "status": {
+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "'ready_for_processing'"
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+          "type": "text[]",
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+          "notNull": true,
+          "default": "'{}'"
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+          "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",
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+          "notNull": false
+        },
+        "quantity": {
+          "name": "quantity",
+          "type": "integer",
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+          "notNull": false
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+        "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",
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+      "indexes": {},
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+          "tableTo": "element",
+          "columnsFrom": [
+            "element_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onDelete": "no action",
+          "onUpdate": "no action"
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+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
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+      "checkConstraints": {},
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+          "type": "bigserial",
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+          "type": "element_type",
+          "typeSchema": "public",
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+          "name": "element_instance",
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+          "tableTo": "property_condition_survey",
+          "columnsFrom": [
+            "survey_id"
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+          "onDelete": "no action",
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+      "checkConstraints": {},
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+    },
+    "public.property_condition_survey": {
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+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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+          "name": "uprn",
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+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
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+      "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "group_id": {
+          "name": "group_id",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
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+          "notNull": true,
+          "default": "now()"
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+        "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_deal_data": {
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+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        "deal_id": {
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+          "type": "text",
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+          "notNull": true
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+          "type": "text",
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+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
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+          "primaryKey": false,
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+        },
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+          "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
+        },
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+          "name": "major_condition_issue_description",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "major_condition_issue_photos",
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+          "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",
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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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "pre_sap": {
+          "name": "pre_sap",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "coordinator": {
+          "name": "coordinator",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "mtp_completion_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
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+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ioe_v3_completion_date": {
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+          "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",
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+        },
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+          "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
+        },
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+          "type": "text",
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+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_status": {
+          "name": "lodgement_status",
+          "type": "text",
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+        },
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+        },
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+        },
+        "coordination_comments": {
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+          "notNull": false
+        },
+        "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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+        },
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+          "primaryKey": false,
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+        },
+        "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
+        },
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+          "name": "confirmed_survey_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "confirmed_survey_time": {
+          "name": "confirmed_survey_time",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "surveyed_date": {
+          "name": "surveyed_date",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_status_tracker": {
+      "name": "property_status_tracker",
+      "schema": "",
+      "columns": {
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+          "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",
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+          "notNull": true
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
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+          "notNull": true
+        },
+        "created_at": {
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+          "type": "timestamp (6) with time zone",
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+          "default": "now()"
+        },
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+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        }
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+      "indexes": {},
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+          "tableFrom": "property_status_tracker",
+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+          "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": [
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+      },
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.energy_assessments": {
+      "name": "energy_assessments",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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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",
+          "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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+        },
+        "address2": {
+          "name": "address2",
+          "type": "text",
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+          "notNull": true
+        },
+        "address3": {
+          "name": "address3",
+          "type": "text",
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+          "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": {
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+        "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
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn_source": {
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "schema_type": {
+          "name": "schema_type",
+          "type": "text",
+          "primaryKey": false,
+          "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
+        },
+        "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",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "transaction_type": {
+          "name": "transaction_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "inspection_date": {
+          "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
+        },
+        "total_floor_area_m2": {
+          "name": "total_floor_area_m2",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measurement_type": {
+          "name": "measurement_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "solar_water_heating": {
+          "name": "solar_water_heating",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "has_hot_water_cylinder": {
+          "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",
+          "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": {
+          "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",
+          "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",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_closed_flues_count": {
+          "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": {
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_measured_installation": {
+          "name": "mechanical_vent_measured_installation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
+        "uq_epc_property_property_portfolio": {
+          "name": "uq_epc_property_property_portfolio",
+          "columns": [
+            {
+              "expression": "property_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index caf36c7..821126b 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1303,6 +1303,13 @@
       "when": 1777026653433,
       "tag": "0185_slimy_mindworm",
       "breakpoints": true
+    },
+    {
+      "idx": 186,
+      "version": "7",
+      "when": 1777028605680,
+      "tag": "0186_equal_baron_zemo",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From c3cc123a6fc2cda4f03b3580583a6eaa15942e7c Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Fri, 24 Apr 2026 15:57:30 +0000
Subject: [PATCH 018/147] save working progress

---
 .claude/settings.local.json                   |   3 +-
 .../[uploadId]/combined-results/route.ts      | 166 ---------------
 .../bulk-uploads/[uploadId]/finalize/route.ts | 193 +++++++++++++++++
 src/app/db/schema/property.ts                 |   1 +
 .../[uploadId]/OnboardingProgress.tsx         |  72 ++++++-
 .../confirm-matches/ConfirmMatchesClient.tsx  | 197 ------------------
 .../[uploadId]/confirm-matches/page.tsx       | 113 ----------
 .../bulk-upload/[uploadId]/page.tsx           |  28 ++-
 .../[slug]/components/PropertyTable.tsx       |   2 +-
 .../components/propertyTableColumns.tsx       |  19 ++
 src/app/portfolio/[slug]/utils.ts             |   6 +-
 11 files changed, 299 insertions(+), 501 deletions(-)
 delete mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts
 delete mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/ConfirmMatchesClient.tsx
 delete mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx

diff --git a/.claude/settings.local.json b/.claude/settings.local.json
index 6aad418..33ffcd4 100644
--- a/.claude/settings.local.json
+++ b/.claude/settings.local.json
@@ -16,7 +16,8 @@
       "Bash(echo \"EXIT: $?\")",
       "mcp__backlog__task_list",
       "Bash(grep -E \"\\\\.\\(prisma|sql|ts\\)$\")",
-      "Bash(xargs cat *)"
+      "Bash(xargs cat *)",
+      "Bash(node -e ' *)"
     ]
   },
   "enabledMcpjsonServers": [
diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
deleted file mode 100644
index d0cf1ca..0000000
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combined-results/route.ts
+++ /dev/null
@@ -1,166 +0,0 @@
-import { db } from "@/app/db/db";
-import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
-import { eq } from "drizzle-orm";
-import { NextRequest, NextResponse } from "next/server";
-import { getServerSession } from "next-auth";
-import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
-import S3 from "aws-sdk/clients/s3";
-import * as XLSX from "xlsx";
-
-const ADDRESS_COLS = ["Address 1", "Address 2", "Address 3", "postcode"] as const;
-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 HIGH_THRESHOLD = 0.85;
-const MED_THRESHOLD = 0.65;
-
-type ScoreBucket = "high" | "med" | "low" | null;
-
-function scoreBucket(score: number | null): ScoreBucket {
-  if (score === null) return null;
-  if (score >= HIGH_THRESHOLD) return "high";
-  if (score >= MED_THRESHOLD) return "med";
-  return "low";
-}
-
-function normalize(v: unknown): string {
-  if (v === null || v === undefined) return "";
-  return String(v).trim();
-}
-
-function isMissingUprn(uprn: string): boolean {
-  return uprn === "" || uprn.toLowerCase() === MISSING_SENTINEL;
-}
-
-function parseLexiscore(raw: unknown): number | null {
-  const val = normalize(raw);
-  if (!val || val.toLowerCase() === MISSING_SENTINEL) return null;
-  const n = Number(val);
-  return Number.isFinite(n) ? n : 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 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 [upload] = await db
-    .select({
-      combinedOutputS3Uri: bulkAddressUploads.combinedOutputS3Uri,
-    })
-    .from(bulkAddressUploads)
-    .where(eq(bulkAddressUploads.id, uploadId))
-    .limit(1);
-
-  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
-  if (!upload.combinedOutputS3Uri)
-    return NextResponse.json({ error: "Combiner not finished" }, { status: 409 });
-
-  const parsed = parseS3Uri(upload.combinedOutputS3Uri);
-  if (!parsed)
-    return NextResponse.json({ error: "Invalid combined output S3 URI" }, { status: 500 });
-
-  const { searchParams } = new URL(request.url);
-  const offset = Math.max(0, parseInt(searchParams.get("offset") ?? "0", 10) || 0);
-  const limit = Math.max(1, Math.min(5000, parseInt(searchParams.get("limit") ?? "500", 10) || 500));
-
-  const s3 = 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,
-  });
-
-  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 uprnValues = rawRows.map((r) => normalize(r[UPRN_COL]));
-  const uprnCounts = new Map<string, number>();
-  for (const u of uprnValues) {
-    if (isMissingUprn(u)) continue;
-    uprnCounts.set(u, (uprnCounts.get(u) ?? 0) + 1);
-  }
-  const duplicateUprns = new Set(
-    Array.from(uprnCounts.entries())
-      .filter(([, c]) => c >= 2)
-      .map(([u]) => u)
-  );
-
-  const missingCount = uprnValues.filter(isMissingUprn).length;
-  const duplicateCount = uprnValues.filter((u) => duplicateUprns.has(u)).length;
-  const matchedCount = rawRows.length - missingCount;
-
-  const page = rawRows.slice(offset, offset + limit);
-  const rows = page.map((raw, i) => {
-    const rowIndex = offset + i;
-    const addressParts = ADDRESS_COLS.map((c) => normalize(raw[c])).filter(Boolean);
-    const inputAddress = addressParts.join(", ");
-    const internalRef = normalize(raw[INTERNAL_REF_COL]) || null;
-
-    const uprnRaw = normalize(raw[UPRN_COL]);
-    const uprn = isMissingUprn(uprnRaw) ? null : uprnRaw;
-
-    const matchedAddressRaw = normalize(raw[MATCHED_ADDRESS_COL]);
-    const matchedAddress =
-      !matchedAddressRaw || matchedAddressRaw.toLowerCase() === MISSING_SENTINEL
-        ? null
-        : matchedAddressRaw;
-
-    const lexiscore = parseLexiscore(raw[LEXISCORE_COL]);
-
-    const flags: ("duplicate" | "missing")[] = [];
-    if (uprn === null) flags.push("missing");
-    else if (duplicateUprns.has(uprn)) flags.push("duplicate");
-
-    return {
-      row_index: rowIndex,
-      input_address: inputAddress,
-      internal_reference: internalRef,
-      uprn,
-      matched_address: matchedAddress,
-      lexiscore,
-      score_bucket: scoreBucket(lexiscore),
-      flags,
-    };
-  });
-
-  return NextResponse.json(
-    {
-      task_id: uploadId,
-      total: rawRows.length,
-      offset,
-      limit,
-      flags_summary: {
-        duplicates: duplicateCount,
-        missing: missingCount,
-        matched: matchedCount,
-      },
-      rows,
-    },
-    { status: 200 }
-  );
-}
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..98fb5d1
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts
@@ -0,0 +1,193 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { property } from "@/app/db/schema/property";
+import { eq, 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 S3 from "aws-sdk/clients/s3";
+import * as XLSX from "xlsx";
+
+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 [upload] = await db
+    .select()
+    .from(bulkAddressUploads)
+    .where(eq(bulkAddressUploads.id, uploadId))
+    .limit(1);
+
+  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
+  if (upload.status === "complete" || upload.status === "needs_review") {
+    return NextResponse.json({ alreadyComplete: true, status: upload.status }, { status: 200 });
+  }
+  if (upload.status !== "awaiting_review") {
+    return NextResponse.json({ error: "Upload not ready to finalize" }, { status: 422 });
+  }
+  if (!upload.combinedOutputS3Uri) {
+    return NextResponse.json({ error: "Combiner not finished" }, { status: 409 });
+  }
+
+  const parsed = parseS3Uri(upload.combinedOutputS3Uri);
+  if (!parsed) {
+    return NextResponse.json({ error: "Invalid combined output S3 URI" }, { status: 500 });
+  }
+
+  const s3 = 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,
+  });
+
+  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 uprnCounts = new Map<string, number>();
+  for (const r of rawRows) {
+    const v = normalize(r[UPRN_COL]);
+    if (isMissing(v)) continue;
+    uprnCounts.set(v, (uprnCounts.get(v) ?? 0) + 1);
+  }
+
+  let missingUprnCount = 0;
+  let duplicateUprnCount = 0;
+
+  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]);
+    if (uprn === null) missingUprnCount++;
+    else if ((uprnCounts.get(uprn.toString()) ?? 0) >= 2) duplicateUprnCount++;
+
+    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,
+    };
+  });
+
+  let inserted = 0;
+  try {
+    if (values.length > 0) {
+      const result = await db
+        .insert(property)
+        .values(values)
+        .onConflictDoNothing({
+          target: [property.portfolioId, property.uprn],
+          where: sql`${property.uprn} IS NOT NULL`,
+        })
+        .returning({ id: property.id });
+      inserted = result.length;
+    }
+
+    const needsReview = missingUprnCount > 0 || duplicateUprnCount > 0;
+    const nextStatus = needsReview ? "needs_review" : "complete";
+
+    await db
+      .update(bulkAddressUploads)
+      .set({ status: nextStatus })
+      .where(eq(bulkAddressUploads.id, uploadId));
+
+    revalidatePath("/portfolio/[slug]", "layout");
+
+    return NextResponse.json(
+      { inserted, missingUprnCount, duplicateUprnCount, status: nextStatus },
+      { status: 200 }
+    );
+  } catch (err) {
+    console.error("Failed to finalize bulk upload:", err);
+    const detail = err instanceof Error ? err.message : String(err);
+    return NextResponse.json(
+      { error: "Failed to import properties", detail },
+      { status: 500 }
+    );
+  }
+}
diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 132721b..da360a9 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -385,6 +385,7 @@ export interface PropertyWithRelations extends Record<string, unknown> {
   totalFloorArea: number | null;
   co2Emissions: number | null;
   mainfuel: string | null;
+  lexiscore: number | null;
 }
 
 export type NonIntrusiveSurveyNotes = InferModel<
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
index 2eae693..91c81ef 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
@@ -28,6 +28,7 @@ interface Props {
 
 const TERMINAL_STATUSES = new Set(["complete", "completed", "failed", "failure", "error"]);
 const FAILED_STATUSES = new Set(["failed", "failure", "error"]);
+const FINAL_UPLOAD_STATUSES = new Set(["complete", "needs_review"]);
 
 export default function OnboardingProgress({
   taskId,
@@ -40,9 +41,37 @@ export default function OnboardingProgress({
   const [data, setData] = useState<TaskData | null>(null);
   const [uploadStatus, setUploadStatus] = useState<UploadStatus | null>(null);
   const [fetchError, setFetchError] = useState(false);
+  const [finalizeError, setFinalizeError] = useState<string | null>(null);
   const intervalRef = useRef<ReturnType<typeof setInterval> | null>(null);
   const combineFiredRef = useRef(false);
-  const redirectedRef = useRef(false);
+  const finalizeFiredRef = useRef(false);
+  const refreshedRef = useRef(false);
+
+  async function fireFinalize() {
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/finalize`,
+        { method: "POST" }
+      );
+      if (!res.ok) {
+        const body = await res.json().catch(() => ({}));
+        const msg =
+          body?.detail || body?.error || `Finalize failed (${res.status})`;
+        setFinalizeError(msg);
+        finalizeFiredRef.current = false;
+      }
+    } catch (err) {
+      console.error("Failed to trigger finalize:", err);
+      setFinalizeError(err instanceof Error ? err.message : "Network error");
+      finalizeFiredRef.current = false;
+    }
+  }
+
+  function retryFinalize() {
+    setFinalizeError(null);
+    finalizeFiredRef.current = true;
+    fireFinalize();
+  }
 
   useEffect(() => {
     async function poll() {
@@ -67,12 +96,16 @@ export default function OnboardingProgress({
           if (uploadRes.ok) {
             const upload: UploadStatus = await uploadRes.json();
             setUploadStatus(upload);
-            if (upload.status === "awaiting_review" && !redirectedRef.current) {
-              redirectedRef.current = true;
+
+            if (upload.status === "awaiting_review" && !finalizeFiredRef.current) {
+              finalizeFiredRef.current = true;
+              fireFinalize();
+            }
+
+            if (FINAL_UPLOAD_STATUSES.has(upload.status) && !refreshedRef.current) {
+              refreshedRef.current = true;
               if (intervalRef.current) clearInterval(intervalRef.current);
-              router.push(
-                `/portfolio/${portfolioSlug}/bulk-upload/${uploadId}/confirm-matches`
-              );
+              router.refresh();
               return;
             }
           }
@@ -85,6 +118,7 @@ export default function OnboardingProgress({
     poll();
     intervalRef.current = setInterval(poll, 3000);
     return () => { if (intervalRef.current) clearInterval(intervalRef.current); };
+    // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [taskId, portfolioId, portfolioSlug, uploadId, router]);
 
   if (fetchError) return null;
@@ -105,7 +139,7 @@ export default function OnboardingProgress({
   const isFailed = FAILED_STATUSES.has(data.status.toLowerCase());
   const isCombining =
     taskDone && !isFailed && uploadStatus?.status === "combining";
-  const isAwaitingReview =
+  const isImporting =
     taskDone && !isFailed && uploadStatus?.status === "awaiting_review";
 
   return (
@@ -141,14 +175,30 @@ export default function OnboardingProgress({
             Combining results…
           </span>
         )}
-        {isAwaitingReview && (
-          <span className="flex items-center gap-1 text-green-600 font-semibold">
-            <span className="w-1.5 h-1.5 rounded-full bg-green-500" />
-            Ready for review
+        {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" />
+            Importing to portfolio…
           </span>
         )}
       </div>
 
+      {finalizeError && (
+        <div className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-xs text-red-700 flex items-start gap-3">
+          <div className="flex-1">
+            <p className="font-semibold">Import failed</p>
+            <p className="text-red-600 mt-0.5 break-words">{finalizeError}</p>
+          </div>
+          <button
+            type="button"
+            onClick={retryFinalize}
+            className="shrink-0 px-2 py-1 rounded-md bg-red-600 text-white font-semibold hover:bg-red-700 transition-colors"
+          >
+            Retry
+          </button>
+        </div>
+      )}
+
       {isDomnaUser && (
         <Link
           href={`/portfolio/${portfolioSlug}/settings/logs`}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/ConfirmMatchesClient.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/ConfirmMatchesClient.tsx
deleted file mode 100644
index 1434ce4..0000000
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/ConfirmMatchesClient.tsx
+++ /dev/null
@@ -1,197 +0,0 @@
-"use client";
-
-import Link from "next/link";
-
-export interface CombinedResultRow {
-  row_index: number;
-  input_address: string;
-  internal_reference: string | null;
-  uprn: string | null;
-  matched_address: string | null;
-  lexiscore: number | null;
-  score_bucket: "high" | "med" | "low" | null;
-  flags: ("duplicate" | "missing")[];
-}
-
-export interface CombinedResultsResponse {
-  task_id: string;
-  total: number;
-  offset: number;
-  limit: number;
-  flags_summary: { duplicates: number; missing: number; matched: number };
-  rows: CombinedResultRow[];
-}
-
-interface Props {
-  data: CombinedResultsResponse;
-  slug: string;
-  uploadId: string;
-  filter: "all" | "missing" | "duplicate";
-  offset: number;
-  limit: number;
-}
-
-function scoreChipClasses(bucket: CombinedResultRow["score_bucket"]): string {
-  if (bucket === "high") return "bg-green-50 text-green-700 border-green-200";
-  if (bucket === "med") return "bg-amber-50 text-amber-700 border-amber-200";
-  if (bucket === "low") return "bg-red-50 text-red-700 border-red-200";
-  return "bg-gray-50 text-gray-400 border-gray-200";
-}
-
-function scoreChipLabel(bucket: CombinedResultRow["score_bucket"]): string {
-  if (bucket === "high") return "High";
-  if (bucket === "med") return "Medium";
-  if (bucket === "low") return "Low";
-  return "—";
-}
-
-function flagPillClasses(flag: "duplicate" | "missing"): string {
-  return flag === "missing"
-    ? "bg-red-50 text-red-700 border border-red-200"
-    : "bg-amber-50 text-amber-700 border border-amber-200";
-}
-
-function tabClasses(active: boolean): string {
-  return active
-    ? "px-4 py-2 rounded-xl text-sm font-semibold bg-[#14163d] text-white"
-    : "px-4 py-2 rounded-xl text-sm font-medium text-gray-500 hover:bg-gray-100";
-}
-
-export default function ConfirmMatchesClient({
-  data,
-  slug,
-  uploadId,
-  filter,
-  offset,
-  limit,
-}: Props) {
-  const rows =
-    filter === "all"
-      ? data.rows
-      : data.rows.filter((r) => r.flags.includes(filter));
-
-  const basePath = `/portfolio/${slug}/bulk-upload/${uploadId}/confirm-matches`;
-  const pageStart = data.total === 0 ? 0 : offset + 1;
-  const pageEnd = Math.min(offset + data.rows.length, data.total);
-  const hasPrev = offset > 0;
-  const hasNext = offset + limit < data.total;
-  const prevOffset = Math.max(0, offset - limit);
-  const nextOffset = offset + limit;
-
-  return (
-    <div className="space-y-4">
-      <div className="flex items-center gap-2">
-        <Link href={`${basePath}?offset=${offset}&limit=${limit}`} className={tabClasses(filter === "all")}>
-          All ({data.total})
-        </Link>
-        <Link
-          href={`${basePath}?offset=0&limit=${limit}&filter=missing`}
-          className={tabClasses(filter === "missing")}
-        >
-          Missing ({data.flags_summary.missing})
-        </Link>
-        <Link
-          href={`${basePath}?offset=0&limit=${limit}&filter=duplicate`}
-          className={tabClasses(filter === "duplicate")}
-        >
-          Duplicates ({data.flags_summary.duplicates})
-        </Link>
-      </div>
-
-      <div className="bg-white border border-gray-100 rounded-2xl overflow-hidden shadow-sm">
-        <table className="w-full text-sm">
-          <thead className="bg-gray-50 text-xs text-gray-500 uppercase tracking-wider">
-            <tr>
-              <th className="text-left px-4 py-3">Internal Ref</th>
-              <th className="text-left px-4 py-3">Input Address</th>
-              <th className="text-left px-4 py-3">UPRN</th>
-              <th className="text-left px-4 py-3">Matched Address</th>
-              <th className="text-left px-4 py-3">Score</th>
-              <th className="text-left px-4 py-3">Flags</th>
-              <th className="text-left px-4 py-3">Actions</th>
-            </tr>
-          </thead>
-          <tbody>
-            {rows.length === 0 && (
-              <tr>
-                <td colSpan={7} className="px-4 py-8 text-center text-sm text-gray-400">
-                  No rows match this filter.
-                </td>
-              </tr>
-            )}
-            {rows.map((row) => (
-              <tr key={row.row_index} className="border-t border-gray-100">
-                <td className="px-4 py-3 text-gray-600">{row.internal_reference ?? "—"}</td>
-                <td className="px-4 py-3 text-gray-900">{row.input_address || "—"}</td>
-                <td className="px-4 py-3 font-mono text-xs text-gray-700">{row.uprn ?? "—"}</td>
-                <td className="px-4 py-3 text-gray-600">{row.matched_address ?? "—"}</td>
-                <td className="px-4 py-3">
-                  <span
-                    className={`inline-flex items-center px-2.5 py-1 rounded-full text-xs font-semibold border ${scoreChipClasses(row.score_bucket)}`}
-                  >
-                    {scoreChipLabel(row.score_bucket)}
-                  </span>
-                </td>
-                <td className="px-4 py-3">
-                  <div className="flex flex-wrap gap-1">
-                    {row.flags.map((f) => (
-                      <span
-                        key={f}
-                        className={`inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium ${flagPillClasses(f)}`}
-                      >
-                        {f === "missing" ? "Missing" : "Duplicate"}
-                      </span>
-                    ))}
-                    {row.flags.length === 0 && <span className="text-xs text-gray-400">—</span>}
-                  </div>
-                </td>
-                <td className="px-4 py-3">
-                  <button
-                    type="button"
-                    disabled
-                    title="Coming soon"
-                    className="px-3 py-1.5 rounded-lg text-xs font-semibold bg-gray-100 text-gray-400 cursor-not-allowed"
-                  >
-                    Advanced ARA search
-                  </button>
-                </td>
-              </tr>
-            ))}
-          </tbody>
-        </table>
-      </div>
-
-      <div className="flex items-center justify-between text-sm text-gray-500">
-        <span>
-          Showing {pageStart}–{pageEnd} of {data.total}
-        </span>
-        <div className="flex items-center gap-2">
-          {hasPrev ? (
-            <Link
-              href={`${basePath}?offset=${prevOffset}&limit=${limit}${filter !== "all" ? `&filter=${filter}` : ""}`}
-              className="px-3 py-1.5 rounded-lg bg-white border border-gray-200 text-sm font-medium hover:bg-gray-50"
-            >
-              Prev
-            </Link>
-          ) : (
-            <span className="px-3 py-1.5 rounded-lg bg-gray-50 border border-gray-100 text-sm text-gray-300">
-              Prev
-            </span>
-          )}
-          {hasNext ? (
-            <Link
-              href={`${basePath}?offset=${nextOffset}&limit=${limit}${filter !== "all" ? `&filter=${filter}` : ""}`}
-              className="px-3 py-1.5 rounded-lg bg-[#14163d] text-white text-sm font-semibold hover:opacity-90"
-            >
-              Next
-            </Link>
-          ) : (
-            <span className="px-3 py-1.5 rounded-lg bg-gray-50 border border-gray-100 text-sm text-gray-300">
-              Next
-            </span>
-          )}
-        </div>
-      </div>
-    </div>
-  );
-}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx
deleted file mode 100644
index a12826a..0000000
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/confirm-matches/page.tsx
+++ /dev/null
@@ -1,113 +0,0 @@
-"use server";
-
-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 { cookies, headers } from "next/headers";
-import Link from "next/link";
-import { ArrowLeftIcon } from "@heroicons/react/24/outline";
-import ConfirmMatchesClient, {
-  CombinedResultsResponse,
-} from "./ConfirmMatchesClient";
-
-const DEFAULT_LIMIT = 100;
-
-export default async function ConfirmMatchesPage(props: {
-  params: Promise<{ slug: string; uploadId: string }>;
-  searchParams: Promise<{ offset?: string; limit?: string; filter?: string }>;
-}) {
-  const { slug, uploadId } = await props.params;
-  const search = await props.searchParams;
-  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();
-  if (upload.status !== "awaiting_review") {
-    redirect(`/portfolio/${slug}/bulk-upload/${uploadId}`);
-  }
-
-  const offset = Math.max(0, parseInt(search.offset ?? "0", 10) || 0);
-  const limit = Math.max(1, Math.min(500, parseInt(search.limit ?? `${DEFAULT_LIMIT}`, 10) || DEFAULT_LIMIT));
-  const filter = search.filter === "missing" || search.filter === "duplicate" ? search.filter : "all";
-
-  const h = await headers();
-  const host = h.get("host");
-  const proto = h.get("x-forwarded-proto") ?? "http";
-  const cookieStore = await cookies();
-  const cookieHeader = cookieStore.getAll().map((c) => `${c.name}=${c.value}`).join("; ");
-
-  const url = `${proto}://${host}/api/portfolio/${upload.portfolioId}/bulk-uploads/${uploadId}/combined-results?offset=${offset}&limit=${limit}`;
-
-  let data: CombinedResultsResponse | null = null;
-  let fetchError: string | null = null;
-  try {
-    const res = await fetch(url, { headers: { Cookie: cookieHeader }, cache: "no-store" });
-    if (!res.ok) {
-      const body = await res.json().catch(() => ({}));
-      const upstreamStatus = body?.upstreamStatus;
-      const upstreamBody = body?.upstreamBody;
-      fetchError = `Failed to load results (${res.status})${upstreamStatus ? ` · upstream ${upstreamStatus}` : ""}${upstreamBody ? ` · ${upstreamBody}` : ""}`;
-      console.error("Confirm-matches fetch error:", { status: res.status, body });
-    } else {
-      data = (await res.json()) as CombinedResultsResponse;
-    }
-  } catch (err) {
-    console.error("Failed to fetch combined-results:", err);
-    fetchError = `Failed to load results · ${err instanceof Error ? err.message : String(err)}`;
-  }
-
-  return (
-    <div className="max-w-6xl mx-auto px-6 py-10">
-      <Link
-        href={`/portfolio/${slug}/bulk-upload/${uploadId}`}
-        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 upload
-      </Link>
-
-      <div className="mb-8">
-        <p className="text-xs font-semibold text-gray-400 uppercase tracking-widest mb-1">
-          Review matches
-        </p>
-        <h1 className="text-3xl font-extrabold text-gray-900 tracking-tight mb-1">
-          {upload.filename}
-        </h1>
-        {data && (
-          <p className="text-sm text-gray-500">
-            {data.total} addresses ·{" "}
-            <span className="text-amber-600 font-semibold">{data.flags_summary.duplicates}</span> duplicates ·{" "}
-            <span className="text-red-600 font-semibold">{data.flags_summary.missing}</span> missing ·{" "}
-            <span className="text-green-600 font-semibold">{data.flags_summary.matched}</span> matched
-          </p>
-        )}
-      </div>
-
-      {fetchError && (
-        <div className="bg-red-50 border border-red-100 rounded-xl p-4 text-sm text-red-700">
-          {fetchError}
-        </div>
-      )}
-
-      {data && (
-        <ConfirmMatchesClient
-          data={data}
-          slug={slug}
-          uploadId={uploadId}
-          filter={filter}
-          offset={offset}
-          limit={limit}
-        />
-      )}
-    </div>
-  );
-}
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
index 438b9ad..fb96edd 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
@@ -62,11 +62,11 @@ const STATUS_CONFIG = {
     cta: false,
   },
   awaiting_review: {
-    icon: CheckCircleIcon,
-    iconBg: "bg-green-50",
-    iconColor: "text-green-500",
-    title: "Ready for review",
-    body: "Your matches are ready. Review and confirm before finalising onboarding.",
+    icon: ArrowPathIcon,
+    iconBg: "bg-blue-50",
+    iconColor: "text-blue-500",
+    title: "Importing addresses…",
+    body: "Matches ready, writing into your portfolio.",
     cta: false,
   },
   complete: {
@@ -77,6 +77,14 @@ const STATUS_CONFIG = {
     body: "All addresses have been imported into your portfolio.",
     cta: false,
   },
+  needs_review: {
+    icon: ExclamationCircleIcon,
+    iconBg: "bg-amber-50",
+    iconColor: "text-amber-500",
+    title: "Imported with issues",
+    body: "Some addresses didn't match a UPRN or matched the same UPRN as another row. Open the properties list to fix them manually.",
+    cta: false,
+  },
   failed: {
     icon: ExclamationCircleIcon,
     iconBg: "bg-red-50",
@@ -181,14 +189,14 @@ export default async function BulkUploadDetailPage(props: {
                 />
               )}
 
-            {statusKey === "awaiting_review" && (
-              <Link
-                href={`/portfolio/${slug}/bulk-upload/${uploadId}/confirm-matches`}
+            {(statusKey === "needs_review" || 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"
               >
-                Review matches
+                Open properties
                 <ArrowRightIcon className="h-4 w-4" />
-              </Link>
+              </a>
             )}
           </div>
         </div>
diff --git a/src/app/portfolio/[slug]/components/PropertyTable.tsx b/src/app/portfolio/[slug]/components/PropertyTable.tsx
index 5e34583..239a09d 100644
--- a/src/app/portfolio/[slug]/components/PropertyTable.tsx
+++ b/src/app/portfolio/[slug]/components/PropertyTable.tsx
@@ -314,7 +314,7 @@ export default function PropertyTable({
     () => {
       const init: VisibilityState = {};
       OPTIONAL_COLUMN_IDS.forEach((id) => {
-        init[id] = false;
+        init[id] = id === "lexiscore";
       });
       return init;
     },
diff --git a/src/app/portfolio/[slug]/components/propertyTableColumns.tsx b/src/app/portfolio/[slug]/components/propertyTableColumns.tsx
index 7ef022e..11595e4 100644
--- a/src/app/portfolio/[slug]/components/propertyTableColumns.tsx
+++ b/src/app/portfolio/[slug]/components/propertyTableColumns.tsx
@@ -158,6 +158,7 @@ export const OPTIONAL_COLUMN_IDS = [
   "totalFloorArea",
   "co2Emissions",
   "mainfuel",
+  "lexiscore",
 ] as const;
 
 export type OptionalColumnId = (typeof OPTIONAL_COLUMN_IDS)[number];
@@ -170,6 +171,7 @@ const OPTIONAL_COLUMN_LABELS: Record<OptionalColumnId, string> = {
   totalFloorArea: "Floor Area (m²)",
   co2Emissions: "CO₂ Emissions",
   mainfuel: "Main Fuel",
+  lexiscore: "Match confidence",
 };
 
 export { OPTIONAL_COLUMN_LABELS };
@@ -455,6 +457,23 @@ const optionalColumns: ColumnDef<PropertyWithRelations>[] = [
       return label ? <Pill>{label}</Pill> : <span className="text-slate-300 text-xs">—</span>;
     },
   },
+  {
+    id: "lexiscore",
+    accessorKey: "lexiscore",
+    header: () => <div className="text-xs">Match</div>,
+    cell: ({ row }) => {
+      const score = row.original.lexiscore;
+      if (score == null) return <span className="text-slate-300 text-xs">—</span>;
+      const bucket = score >= 0.85 ? "High" : score >= 0.65 ? "Medium" : "Low";
+      const cls =
+        bucket === "High"
+          ? "bg-green-50 text-green-700"
+          : bucket === "Medium"
+          ? "bg-amber-50 text-amber-700"
+          : "bg-red-50 text-red-700";
+      return <Pill className={cls}>{bucket}</Pill>;
+    },
+  },
 ];
 
 export const columns: ColumnDef<PropertyWithRelations>[] = [
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};
   `);
 

From a37fd032021bffbc20d1271d4f1505c41d9427ce Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Mon, 27 Apr 2026 11:59:53 +0000
Subject: [PATCH 019/147] added domna tech password

---
 src/app/components/portfolio/AddNew.tsx       | 12 +++++++++++-
 .../[slug]/components/PropertyTable.tsx       |  2 +-
 .../components/propertyTableColumns.tsx       | 19 -------------------
 3 files changed, 12 insertions(+), 21 deletions(-)

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/portfolio/[slug]/components/PropertyTable.tsx b/src/app/portfolio/[slug]/components/PropertyTable.tsx
index 239a09d..5e34583 100644
--- a/src/app/portfolio/[slug]/components/PropertyTable.tsx
+++ b/src/app/portfolio/[slug]/components/PropertyTable.tsx
@@ -314,7 +314,7 @@ export default function PropertyTable({
     () => {
       const init: VisibilityState = {};
       OPTIONAL_COLUMN_IDS.forEach((id) => {
-        init[id] = id === "lexiscore";
+        init[id] = false;
       });
       return init;
     },
diff --git a/src/app/portfolio/[slug]/components/propertyTableColumns.tsx b/src/app/portfolio/[slug]/components/propertyTableColumns.tsx
index 11595e4..7ef022e 100644
--- a/src/app/portfolio/[slug]/components/propertyTableColumns.tsx
+++ b/src/app/portfolio/[slug]/components/propertyTableColumns.tsx
@@ -158,7 +158,6 @@ export const OPTIONAL_COLUMN_IDS = [
   "totalFloorArea",
   "co2Emissions",
   "mainfuel",
-  "lexiscore",
 ] as const;
 
 export type OptionalColumnId = (typeof OPTIONAL_COLUMN_IDS)[number];
@@ -171,7 +170,6 @@ const OPTIONAL_COLUMN_LABELS: Record<OptionalColumnId, string> = {
   totalFloorArea: "Floor Area (m²)",
   co2Emissions: "CO₂ Emissions",
   mainfuel: "Main Fuel",
-  lexiscore: "Match confidence",
 };
 
 export { OPTIONAL_COLUMN_LABELS };
@@ -457,23 +455,6 @@ const optionalColumns: ColumnDef<PropertyWithRelations>[] = [
       return label ? <Pill>{label}</Pill> : <span className="text-slate-300 text-xs">—</span>;
     },
   },
-  {
-    id: "lexiscore",
-    accessorKey: "lexiscore",
-    header: () => <div className="text-xs">Match</div>,
-    cell: ({ row }) => {
-      const score = row.original.lexiscore;
-      if (score == null) return <span className="text-slate-300 text-xs">—</span>;
-      const bucket = score >= 0.85 ? "High" : score >= 0.65 ? "Medium" : "Low";
-      const cls =
-        bucket === "High"
-          ? "bg-green-50 text-green-700"
-          : bucket === "Medium"
-          ? "bg-amber-50 text-amber-700"
-          : "bg-red-50 text-red-700";
-      return <Pill className={cls}>{bucket}</Pill>;
-    },
-  },
 ];
 
 export const columns: ColumnDef<PropertyWithRelations>[] = [

From 509624a1498bed722d825a64ecf61b65de5b8848 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Mon, 27 Apr 2026 12:19:55 +0000
Subject: [PATCH 020/147] add devcontainer changes that khalim added

---
 .claude/settings.local.json     | 11 +----------
 .devcontainer/Dockerfile        | 10 ++++++++--
 .devcontainer/devcontainer.json |  4 ++--
 3 files changed, 11 insertions(+), 14 deletions(-)

diff --git a/.claude/settings.local.json b/.claude/settings.local.json
index 33ffcd4..b6bdd73 100644
--- a/.claude/settings.local.json
+++ b/.claude/settings.local.json
@@ -3,21 +3,12 @@
     "allow": [
       "Bash(backlog task *)",
       "Bash(backlog mcp *)",
-      "Read(//home/vscode/.config/nvim/**)",
-      "Read(//home/vscode/.config/nvim/lua/plugins/**)",
       "Bash(npx tsc *)",
-      "Read(//workspaces/home/github/Model/backend/**)",
-      "Read(//workspaces/home/github/Model/etl/**)",
       "mcp__backlog__task_create",
       "mcp__backlog__task_view",
       "mcp__backlog__task_edit",
-      "Read(//workspaces/home/github/Model/**)",
-      "Bash(pytest backend/tests/test_bulk_combiner_status.py -v --no-cov)",
-      "Bash(echo \"EXIT: $?\")",
       "mcp__backlog__task_list",
-      "Bash(grep -E \"\\\\.\\(prisma|sql|ts\\)$\")",
-      "Bash(xargs cat *)",
-      "Bash(node -e ' *)"
+      "Read(//workspaces/home/github/Model/**)",
     ]
   },
   "enabledMcpjsonServers": [
diff --git a/.devcontainer/Dockerfile b/.devcontainer/Dockerfile
index 6a81a00..7aa4125 100644
--- a/.devcontainer/Dockerfile
+++ b/.devcontainer/Dockerfile
@@ -8,7 +8,7 @@ ARG DEBIAN_FRONTEND=noninteractive
 
 # Install system dependencies in a single layer
 RUN apt update && apt install -y --no-install-recommends \
-    sudo jq vim curl\
+    sudo jq vim curl bash-completion \
     && apt autoremove -y \
     && rm -rf /var/lib/apt/lists/*
 
@@ -56,10 +56,16 @@ USER ${USER}
 # Bootstrap LazyVim starter config
 RUN git clone https://github.com/LazyVim/starter /home/${USER}/.config/nvim \
     && rm -rf /home/${USER}/.config/nvim/.git
+# Install Claude + plugins + skills
 RUN curl -fsSL https://claude.ai/install.sh | bash \
     && export PATH="/home/${USER}/.local/bin:${PATH}" \
     && claude plugin marketplace add JuliusBrussee/caveman \
-    && claude plugin install caveman@caveman
+    && claude plugin install caveman@caveman \
+    && npx skills@latest add --global --yes mattpocock/skills/grill-me \
+    && npx skills@latest add --global --yes mattpocock/skills/to-prd \
+    && npx skills@latest add --global --yes mattpocock/skills/ubiquitous-language \
+    && npx skills@latest add --global --yes mattpocock/skills/tdd \
+    && npx skills@latest add --global --yes mattpocock/skills/improve-codebase-architecture
 ENV PATH="/home/vscode/.local/bin:${PATH}"
 USER root
 
diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json
index 69f8eeb..f18f59b 100644
--- a/.devcontainer/devcontainer.json
+++ b/.devcontainer/devcontainer.json
@@ -4,6 +4,7 @@
   "service": "frontend",
   "remoteUser": "vscode",
   "workspaceFolder": "/workspaces/assessment-model",
+  "initializeCommand": "docker network create shared-dev 2>/dev/null || true",
   "postStartCommand": "bash .devcontainer/post-install.sh",
   "forwardPorts": [3000, 6420], # 3000 = Next.js, 6420 = Backlog.md browser
   "appPort": ["3000:3000", "6420:6420"], # For devcontainer shell
@@ -21,8 +22,7 @@
       },
       "extensions": [
         "esbenp.prettier-vscode",
-        "Anthropic.claude-code",
-        "asvetliakov.vscode-neovim"
+        "Anthropic.claude-code"
       ]
     }
   }

From a089f9a54448ad49806ba677be9a9828061e9288 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Mon, 27 Apr 2026 12:22:46 +0000
Subject: [PATCH 021/147] don't save backlog stuff

---
 .gitignore | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/.gitignore b/.gitignore
index 61bcc46..c2157ee 100644
--- a/.gitignore
+++ b/.gitignore
@@ -38,4 +38,4 @@ cypress.env.json
 *.tsbuildinfo
 next-env.d.ts
 
-backlog/*
+backlog/**

From c0954e50d89f37672be61643e44742183b5322d0 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Mon, 27 Apr 2026 13:02:06 +0000
Subject: [PATCH 022/147] remvoe claude

---
 .claude/settings.local.json | 17 -----------------
 1 file changed, 17 deletions(-)
 delete mode 100644 .claude/settings.local.json

diff --git a/.claude/settings.local.json b/.claude/settings.local.json
deleted file mode 100644
index b6bdd73..0000000
--- a/.claude/settings.local.json
+++ /dev/null
@@ -1,17 +0,0 @@
-{
-  "permissions": {
-    "allow": [
-      "Bash(backlog task *)",
-      "Bash(backlog mcp *)",
-      "Bash(npx tsc *)",
-      "mcp__backlog__task_create",
-      "mcp__backlog__task_view",
-      "mcp__backlog__task_edit",
-      "mcp__backlog__task_list",
-      "Read(//workspaces/home/github/Model/**)",
-    ]
-  },
-  "enabledMcpjsonServers": [
-    "backlog"
-  ]
-}

From e6e91f6278403c0a71a454a9b2942f2c08e377cd Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Mon, 27 Apr 2026 14:37:12 +0000
Subject: [PATCH 023/147] make window transmissionDataSource text not integer

---
 src/app/db/schema/property.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 132721b..51f4afc 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -748,7 +748,7 @@ export const epcWindow = pgTable(
 
     // Transmission details (inlined)
     transmissionUValue:               real("transmission_u_value"),
-    transmissionDataSource:           integer("transmission_data_source"),
+    transmissionDataSource:           text("transmission_data_source"),
     transmissionSolarTransmittance:   real("transmission_solar_transmittance"),
   },
 );

From 173468aa9d41b841b0c9a666c2834210919a65a7 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Mon, 27 Apr 2026 14:38:06 +0000
Subject: [PATCH 024/147] migration

---
 .../db/migrations/0187_shiny_layla_miller.sql |    1 +
 src/app/db/migrations/meta/0187_snapshot.json | 8616 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 8624 insertions(+)
 create mode 100644 src/app/db/migrations/0187_shiny_layla_miller.sql
 create mode 100644 src/app/db/migrations/meta/0187_snapshot.json

diff --git a/src/app/db/migrations/0187_shiny_layla_miller.sql b/src/app/db/migrations/0187_shiny_layla_miller.sql
new file mode 100644
index 0000000..1bf6d05
--- /dev/null
+++ b/src/app/db/migrations/0187_shiny_layla_miller.sql
@@ -0,0 +1 @@
+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/meta/0187_snapshot.json b/src/app/db/migrations/meta/0187_snapshot.json
new file mode 100644
index 0000000..7764345
--- /dev/null
+++ b/src/app/db/migrations/meta/0187_snapshot.json
@@ -0,0 +1,8616 @@
+{
+  "id": "67e36aea-f0fb-4302-832d-128c2937c756",
+  "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
+        },
+        "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": {
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+            "epc_property_id"
+          ],
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+      "checkConstraints": {},
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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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+        },
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+          "notNull": false
+        },
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+        },
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+          "type": "text",
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+        }
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+              "asc": true,
+              "nulls": "last"
+            },
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+              "nulls": "last"
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+          "concurrently": false,
+          "method": "btree",
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+    },
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 821126b..83c2293 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1310,6 +1310,13 @@
       "when": 1777028605680,
       "tag": "0186_equal_baron_zemo",
       "breakpoints": true
+    },
+    {
+      "idx": 187,
+      "version": "7",
+      "when": 1777300671366,
+      "tag": "0187_shiny_layla_miller",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From a7eef6db853d0fa55012ff86c1d316573ffb0208 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Mon, 27 Apr 2026 16:00:33 +0000
Subject: [PATCH 025/147] get rid of useeffect

---
 .../route.ts                                  |   0
 .../[uploadId]/OnboardingProgress.tsx         | 212 +++++++++++-------
 ...ton.tsx => StartAddressMatchingButton.tsx} |  12 +-
 .../bulk-upload/[uploadId]/page.tsx           |   4 +-
 4 files changed, 136 insertions(+), 92 deletions(-)
 rename src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/{onboard => start-address-matching}/route.ts (100%)
 rename src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/{StartOnboardingButton.tsx => StartAddressMatchingButton.tsx} (87%)

diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/start-address-matching/route.ts
similarity index 100%
rename from src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/onboard/route.ts
rename to src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/start-address-matching/route.ts
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
index 91c81ef..68160eb 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import { useEffect, useState, useRef } from "react";
+import { useState, useSyncExternalStore } from "react";
 import { useRouter } from "next/navigation";
 import Link from "next/link";
 
@@ -26,10 +26,126 @@ interface Props {
   isDomnaUser: boolean;
 }
 
+interface Snapshot {
+  data: TaskData | null;
+  uploadStatus: UploadStatus | null;
+  fetchError: boolean;
+  finalizeError: string | null;
+}
+
 const TERMINAL_STATUSES = new Set(["complete", "completed", "failed", "failure", "error"]);
 const FAILED_STATUSES = new Set(["failed", "failure", "error"]);
 const FINAL_UPLOAD_STATUSES = new Set(["complete", "needs_review"]);
 
+function createProgressStore(args: {
+  taskId: string;
+  portfolioId: string;
+  uploadId: string;
+  onComplete: () => void;
+}) {
+  let snapshot: Snapshot = {
+    data: null,
+    uploadStatus: null,
+    fetchError: false,
+    finalizeError: null,
+  };
+  const listeners = new Set<() => void>();
+  let intervalId: ReturnType<typeof setInterval> | null = null;
+  let combineFired = false;
+  let finalizeFired = false;
+  let refreshed = false;
+
+  function emit(patch: Partial<Snapshot>) {
+    snapshot = { ...snapshot, ...patch };
+    listeners.forEach((l) => l());
+  }
+
+  async function fireFinalize() {
+    try {
+      const res = await fetch(
+        `/api/portfolio/${args.portfolioId}/bulk-uploads/${args.uploadId}/finalize`,
+        { method: "POST" }
+      );
+      if (!res.ok) {
+        const body = await res.json().catch(() => ({}));
+        const msg =
+          body?.detail || body?.error || `Finalize failed (${res.status})`;
+        emit({ finalizeError: msg });
+        finalizeFired = false;
+      }
+    } catch (err) {
+      console.error("Failed to trigger finalize:", err);
+      emit({ finalizeError: err instanceof Error ? err.message : "Network error" });
+      finalizeFired = false;
+    }
+  }
+
+  async function poll() {
+    try {
+      const res = await fetch(`/api/tasks/${args.taskId}/summary`);
+      if (!res.ok) { emit({ fetchError: true }); return; }
+      const json: TaskData = await res.json();
+      emit({ data: json });
+      const status = json.status.toLowerCase();
+
+      if (TERMINAL_STATUSES.has(status)) {
+        if (!FAILED_STATUSES.has(status) && !combineFired) {
+          combineFired = true;
+          fetch(`/api/portfolio/${args.portfolioId}/bulk-uploads/${args.uploadId}/combine`, {
+            method: "POST",
+          }).catch((err) => console.error("Failed to trigger combiner:", err));
+        }
+
+        const uploadRes = await fetch(
+          `/api/portfolio/${args.portfolioId}/bulk-uploads/${args.uploadId}`
+        );
+        if (uploadRes.ok) {
+          const upload: UploadStatus = await uploadRes.json();
+          emit({ uploadStatus: upload });
+
+          if (upload.status === "awaiting_review" && !finalizeFired) {
+            finalizeFired = true;
+            fireFinalize();
+          }
+
+          if (FINAL_UPLOAD_STATUSES.has(upload.status) && !refreshed) {
+            refreshed = true;
+            if (intervalId) clearInterval(intervalId);
+            intervalId = null;
+            args.onComplete();
+            return;
+          }
+        }
+      }
+    } catch {
+      emit({ fetchError: true });
+    }
+  }
+
+  return {
+    subscribe(listener: () => void) {
+      listeners.add(listener);
+      if (listeners.size === 1 && intervalId === null && !refreshed) {
+        poll();
+        intervalId = setInterval(poll, 3000);
+      }
+      return () => {
+        listeners.delete(listener);
+        if (listeners.size === 0 && intervalId !== null) {
+          clearInterval(intervalId);
+          intervalId = null;
+        }
+      };
+    },
+    getSnapshot: () => snapshot,
+    retryFinalize() {
+      emit({ finalizeError: null });
+      finalizeFired = true;
+      fireFinalize();
+    },
+  };
+}
+
 export default function OnboardingProgress({
   taskId,
   portfolioSlug,
@@ -38,88 +154,16 @@ export default function OnboardingProgress({
   isDomnaUser,
 }: Props) {
   const router = useRouter();
-  const [data, setData] = useState<TaskData | null>(null);
-  const [uploadStatus, setUploadStatus] = useState<UploadStatus | null>(null);
-  const [fetchError, setFetchError] = useState(false);
-  const [finalizeError, setFinalizeError] = useState<string | null>(null);
-  const intervalRef = useRef<ReturnType<typeof setInterval> | null>(null);
-  const combineFiredRef = useRef(false);
-  const finalizeFiredRef = useRef(false);
-  const refreshedRef = useRef(false);
-
-  async function fireFinalize() {
-    try {
-      const res = await fetch(
-        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/finalize`,
-        { method: "POST" }
-      );
-      if (!res.ok) {
-        const body = await res.json().catch(() => ({}));
-        const msg =
-          body?.detail || body?.error || `Finalize failed (${res.status})`;
-        setFinalizeError(msg);
-        finalizeFiredRef.current = false;
-      }
-    } catch (err) {
-      console.error("Failed to trigger finalize:", err);
-      setFinalizeError(err instanceof Error ? err.message : "Network error");
-      finalizeFiredRef.current = false;
-    }
-  }
-
-  function retryFinalize() {
-    setFinalizeError(null);
-    finalizeFiredRef.current = true;
-    fireFinalize();
-  }
-
-  useEffect(() => {
-    async function poll() {
-      try {
-        const res = await fetch(`/api/tasks/${taskId}/summary`);
-        if (!res.ok) { setFetchError(true); return; }
-        const json: TaskData = await res.json();
-        setData(json);
-        const status = json.status.toLowerCase();
-
-        if (TERMINAL_STATUSES.has(status)) {
-          if (!FAILED_STATUSES.has(status) && !combineFiredRef.current) {
-            combineFiredRef.current = true;
-            fetch(`/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/combine`, {
-              method: "POST",
-            }).catch((err) => console.error("Failed to trigger combiner:", err));
-          }
-
-          const uploadRes = await fetch(
-            `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}`
-          );
-          if (uploadRes.ok) {
-            const upload: UploadStatus = await uploadRes.json();
-            setUploadStatus(upload);
-
-            if (upload.status === "awaiting_review" && !finalizeFiredRef.current) {
-              finalizeFiredRef.current = true;
-              fireFinalize();
-            }
-
-            if (FINAL_UPLOAD_STATUSES.has(upload.status) && !refreshedRef.current) {
-              refreshedRef.current = true;
-              if (intervalRef.current) clearInterval(intervalRef.current);
-              router.refresh();
-              return;
-            }
-          }
-        }
-      } catch {
-        setFetchError(true);
-      }
-    }
-
-    poll();
-    intervalRef.current = setInterval(poll, 3000);
-    return () => { if (intervalRef.current) clearInterval(intervalRef.current); };
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [taskId, portfolioId, portfolioSlug, uploadId, router]);
+  const [store] = useState(() =>
+    createProgressStore({
+      taskId,
+      portfolioId,
+      uploadId,
+      onComplete: () => router.refresh(),
+    })
+  );
+  const snap = useSyncExternalStore(store.subscribe, store.getSnapshot, store.getSnapshot);
+  const { data, uploadStatus, fetchError, finalizeError } = snap;
 
   if (fetchError) return null;
   if (!data) {
@@ -191,7 +235,7 @@ export default function OnboardingProgress({
           </div>
           <button
             type="button"
-            onClick={retryFinalize}
+            onClick={() => store.retryFinalize()}
             className="shrink-0 px-2 py-1 rounded-md bg-red-600 text-white font-semibold hover:bg-red-700 transition-colors"
           >
             Retry
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartOnboardingButton.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
similarity index 87%
rename from src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartOnboardingButton.tsx
rename to src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
index 60dad11..ffe6c51 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartOnboardingButton.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
@@ -10,7 +10,7 @@ interface Props {
   filename: string;
 }
 
-export default function StartOnboardingButton({ portfolioId, uploadId, filename }: Props) {
+export default function StartAddressMatchingButton({ portfolioId, uploadId, filename }: Props) {
   const router = useRouter();
   const [loading, setLoading] = useState(false);
   const [error, setError] = useState<string | null>(null);
@@ -39,8 +39,8 @@ export default function StartOnboardingButton({ portfolioId, uploadId, filename
 
       const { taskId, subTaskId } = await taskRes.json();
 
-      const onboardRes = await fetch(
-        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/onboard`,
+      const matchRes = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/start-address-matching`,
         {
           method: "POST",
           headers: { "Content-Type": "application/json" },
@@ -48,9 +48,9 @@ export default function StartOnboardingButton({ portfolioId, uploadId, filename
         }
       );
 
-      if (!onboardRes.ok) {
-        const data = await onboardRes.json().catch(() => ({}));
-        throw new Error(data.error ?? "Failed to start onboarding");
+      if (!matchRes.ok) {
+        const data = await matchRes.json().catch(() => ({}));
+        throw new Error(data.error ?? "Failed to start address matching");
       }
 
       router.refresh();
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
index fb96edd..d743097 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
@@ -15,7 +15,7 @@ import {
   ExclamationCircleIcon,
   ArrowPathIcon,
 } from "@heroicons/react/24/outline";
-import StartOnboardingButton from "./StartOnboardingButton";
+import StartAddressMatchingButton from "./StartAddressMatchingButton";
 import OnboardingProgress from "./OnboardingProgress";
 
 function formatDate(date: Date) {
@@ -166,7 +166,7 @@ export default async function BulkUploadDetailPage(props: {
                   Edit column mapping
                   <ArrowRightIcon className="h-3.5 w-3.5" />
                 </Link>
-                <StartOnboardingButton
+                <StartAddressMatchingButton
                   portfolioId={upload.portfolioId}
                   uploadId={uploadId}
                   filename={upload.filename}

From be4b7648326086e7f9aab3400aa5f564783e7936 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Mon, 27 Apr 2026 16:22:49 +0000
Subject: [PATCH 026/147] revert migration

---
 .../db/migrations/0187_shiny_layla_miller.sql |    1 -
 src/app/db/migrations/meta/0187_snapshot.json | 8616 -----------------
 src/app/db/migrations/meta/_journal.json      |    7 -
 3 files changed, 8624 deletions(-)
 delete mode 100644 src/app/db/migrations/0187_shiny_layla_miller.sql
 delete mode 100644 src/app/db/migrations/meta/0187_snapshot.json

diff --git a/src/app/db/migrations/0187_shiny_layla_miller.sql b/src/app/db/migrations/0187_shiny_layla_miller.sql
deleted file mode 100644
index 1bf6d05..0000000
--- a/src/app/db/migrations/0187_shiny_layla_miller.sql
+++ /dev/null
@@ -1 +0,0 @@
-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/meta/0187_snapshot.json b/src/app/db/migrations/meta/0187_snapshot.json
deleted file mode 100644
index 7764345..0000000
--- a/src/app/db/migrations/meta/0187_snapshot.json
+++ /dev/null
@@ -1,8616 +0,0 @@
-{
-  "id": "67e36aea-f0fb-4302-832d-128c2937c756",
-  "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,
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-        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 83c2293..821126b 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1310,13 +1310,6 @@
       "when": 1777028605680,
       "tag": "0186_equal_baron_zemo",
       "breakpoints": true
-    },
-    {
-      "idx": 187,
-      "version": "7",
-      "when": 1777300671366,
-      "tag": "0187_shiny_layla_miller",
-      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 593be497732168ca70c30c938d041832cfdc6f51 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Mon, 27 Apr 2026 16:25:36 +0000
Subject: [PATCH 027/147] rename pvcFrame to frameMaterial and make nullable

---
 src/app/db/schema/property.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 51f4afc..25d6c1d 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -732,7 +732,6 @@ export const epcWindow = pgTable(
       .notNull()
       .references(() => epcProperty.id),
 
-    pvcFrame:                   text("pvc_frame").notNull(),
     glazingGap:                 text("glazing_gap").notNull(),
     orientation:                text("orientation").notNull(),
     windowType:                 text("window_type").notNull(),
@@ -743,6 +742,7 @@ export const epcWindow = pgTable(
     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"),
 

From b74585ff2120c5910751b2ed58d964a5d55a0095 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Mon, 27 Apr 2026 16:27:56 +0000
Subject: [PATCH 028/147] migration

---
 src/app/db/migrations/0187_mean_salo.sql      |    2 +
 src/app/db/migrations/meta/0187_snapshot.json | 8616 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 8625 insertions(+)
 create mode 100644 src/app/db/migrations/0187_mean_salo.sql
 create mode 100644 src/app/db/migrations/meta/0187_snapshot.json

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..c4e6a1f
--- /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" DROP NOT NULL;--> 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/meta/0187_snapshot.json b/src/app/db/migrations/meta/0187_snapshot.json
new file mode 100644
index 0000000..bed4c96
--- /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
+        },
+        "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,
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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",
+          "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
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "uprn_source": {
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "schema_type": {
+          "name": "schema_type",
+          "type": "text",
+          "primaryKey": false,
+          "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
+        },
+        "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",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "transaction_type": {
+          "name": "transaction_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "inspection_date": {
+          "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
+        },
+        "total_floor_area_m2": {
+          "name": "total_floor_area_m2",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "measurement_type": {
+          "name": "measurement_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "solar_water_heating": {
+          "name": "solar_water_heating",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "has_hot_water_cylinder": {
+          "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",
+          "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": {
+          "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",
+          "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",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_closed_flues_count": {
+          "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": {
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_measured_installation": {
+          "name": "mechanical_vent_measured_installation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
+        "uq_epc_property_property_portfolio": {
+          "name": "uq_epc_property_property_portfolio",
+          "columns": [
+            {
+              "expression": "property_id",
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 821126b..efb03de 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1310,6 +1310,13 @@
       "when": 1777028605680,
       "tag": "0186_equal_baron_zemo",
       "breakpoints": true
+    },
+    {
+      "idx": 187,
+      "version": "7",
+      "when": 1777307158192,
+      "tag": "0187_mean_salo",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 2f87bf2f38a9c8385f05afe7f41bb616de6804bd Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Tue, 28 Apr 2026 08:15:54 +0000
Subject: [PATCH 029/147] make previous migration files in line with db

---
 src/app/db/migrations/0187_mean_salo.sql      | 2 +-
 src/app/db/migrations/meta/0187_snapshot.json | 2 +-
 2 files changed, 2 insertions(+), 2 deletions(-)

diff --git a/src/app/db/migrations/0187_mean_salo.sql b/src/app/db/migrations/0187_mean_salo.sql
index c4e6a1f..2760ab4 100644
--- a/src/app/db/migrations/0187_mean_salo.sql
+++ b/src/app/db/migrations/0187_mean_salo.sql
@@ -1,2 +1,2 @@
-ALTER TABLE "epc_window" RENAME COLUMN "pvc_frame" TO "frame_material" DROP NOT NULL;--> statement-breakpoint
+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/meta/0187_snapshot.json b/src/app/db/migrations/meta/0187_snapshot.json
index bed4c96..76fbc0a 100644
--- a/src/app/db/migrations/meta/0187_snapshot.json
+++ b/src/app/db/migrations/meta/0187_snapshot.json
@@ -4498,7 +4498,7 @@
           "name": "frame_material",
           "type": "text",
           "primaryKey": false,
-          "notNull": false
+          "notNull": true
         },
         "frame_factor": {
           "name": "frame_factor",

From 3ecc03bec046027d203c2c48c032a0c5075d6335 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Tue, 28 Apr 2026 08:16:13 +0000
Subject: [PATCH 030/147] migration

---
 src/app/db/migrations/meta/_journal.json | 7 +++++++
 1 file changed, 7 insertions(+)

diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json
index efb03de..55b70b7 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1317,6 +1317,13 @@
       "when": 1777307158192,
       "tag": "0187_mean_salo",
       "breakpoints": true
+    },
+    {
+      "idx": 188,
+      "version": "7",
+      "when": 1777364161220,
+      "tag": "0188_wild_morph",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 302464329cdbdde7e053b40e9ee229deb90a119d Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Tue, 28 Apr 2026 08:16:56 +0000
Subject: [PATCH 031/147] missing migration files

---
 src/app/db/migrations/0188_wild_morph.sql     |    1 +
 src/app/db/migrations/meta/0188_snapshot.json | 8616 +++++++++++++++++
 2 files changed, 8617 insertions(+)
 create mode 100644 src/app/db/migrations/0188_wild_morph.sql
 create mode 100644 src/app/db/migrations/meta/0188_snapshot.json

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/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": {
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+          "type": "aspect_type",
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+          "notNull": true
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+          "name": "quantity",
+          "type": "integer",
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+          "notNull": false
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+        "install_date": {
+          "name": "install_date",
+          "type": "date",
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+          "notNull": false
+        },
+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
+          "primaryKey": false,
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+          "name": "comments",
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+            "element_id"
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+            "id"
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+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+    },
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+        },
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+        },
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+          "name": "fixed_lighting_outlets_count",
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+        },
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+          "name": "co2_emissions_potential",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "number_heated_rooms",
+          "type": "text",
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+        },
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+          "name": "floor_description",
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "name": "epc_property",
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+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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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": 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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+          "type": "text",
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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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+        },
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+        },
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+        },
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+        },
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+        },
+        "ventilation_type": {
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+        },
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+          "notNull": false
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+        },
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+          "notNull": false
+        },
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+        },
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+        },
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+          "notNull": false
+        }
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+              "expression": "property_id",
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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": [
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+          ],
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+          "tableTo": "portfolio",
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+          ],
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+    },
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+        },
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+        },
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+          "name": "lighting_cost_current",
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+        },
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+          "type": "real",
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+      ]
+    },
+    "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

From b696f823a410de55d71ecc20cdadd4d40854e632 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Tue, 28 Apr 2026 16:08:31 +0000
Subject: [PATCH 032/147] add new fk column uploaded_file_id

---
 src/app/db/migrations/0189_high_leech.sql     |    2 +
 src/app/db/migrations/meta/0189_snapshot.json | 8635 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 src/app/db/schema/property.ts                 |    3 +
 4 files changed, 8647 insertions(+)
 create mode 100644 src/app/db/migrations/0189_high_leech.sql
 create mode 100644 src/app/db/migrations/meta/0189_snapshot.json

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/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": {
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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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+          "name": "transmission_u_value",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_data_source": {
+          "name": "transmission_data_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_solar_transmittance": {
+          "name": "transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
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+          "name": "epc_window_epc_property_id_epc_property_id_fk",
+          "tableFrom": "epc_window",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "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",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "survey_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "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": {
+        "id": {
+          "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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+          "notNull": true
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+          "notNull": true
+        }
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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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+          "type": "bigint",
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+          "notNull": true
+        },
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+          "name": "creation_status",
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+          "notNull": true
+        },
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+        },
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+          "name": "landlord_property_id",
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+          "notNull": false
+        },
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+          "name": "building_reference_number",
+          "type": "bigint",
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+          "notNull": false
+        },
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+          "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
+        },
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+          "name": "lexiscore",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "has_pre_condition_report",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "has_recommendations",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "created_at": {
+          "name": "created_at",
+          "type": "timestamp",
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+          "notNull": true,
+          "default": "now()"
+        },
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+          "name": "updated_at",
+          "type": "timestamp",
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+          "notNull": true,
+          "default": "now()"
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "built_form",
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+          "notNull": false
+        },
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+          "name": "local_authority",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "constituency",
+          "type": "text",
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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",
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+        },
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+          "name": "tenure",
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+          "notNull": false
+        },
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+          "type": "epc",
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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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+          "notNull": false
+        },
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+          "notNull": false,
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+          "notNull": false
+        },
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+          "name": "lodged_sap_points",
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+          "notNull": false
+        },
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+          "name": "lodged_epc_rating",
+          "type": "epc",
+          "typeSchema": "public",
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+          "notNull": false
+        }
+      },
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+          "name": "uq_property_portfolio_uprn",
+          "columns": [
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+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
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+            {
+              "expression": "uprn",
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+              "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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+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onUpdate": "no action"
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+      },
+      "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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+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "full_address": {
+          "name": "full_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_date": {
+          "name": "lodgement_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_expired": {
+          "name": "is_expired",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "total_floor_area": {
+          "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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+          "name": "walls_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "roof",
+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "floor",
+          "type": "text",
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+          "notNull": false
+        },
+        "floor_rating": {
+          "name": "floor_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "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
+        },
+        "heating_rating": {
+          "name": "heating_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls": {
+          "name": "heating_controls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls_rating": {
+          "name": "heating_controls_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
+        "hot_water": {
+          "name": "hot_water",
+          "type": "text",
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+          "notNull": false
+        },
+        "hot_water_rating": {
+          "name": "hot_water_rating",
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "wind_turbine": {
+          "name": "wind_turbine",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "floor_height",
+          "type": "real",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "type": "boolean",
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+          "notNull": false
+        },
+        "unheated_corridor_length": {
+          "name": "unheated_corridor_length",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "number_of_open_fireplaces",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "number_of_extensions",
+          "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
+        },
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+          "name": "primary_energy_consumption",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "type": "real",
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+          "notNull": false
+        },
+        "current_energy_demand_heating_hotwater": {
+          "name": "current_energy_demand_heating_hotwater",
+          "type": "real",
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+          "notNull": false
+        },
+        "estimated": {
+          "name": "estimated",
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+          "notNull": false,
+          "default": false
+        },
+        "sap_05_score": {
+          "name": "sap_05_score",
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+          "notNull": false
+        },
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+          "primaryKey": false,
+          "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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+        },
+        "lighting_cost_current": {
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "electricity_standing_charge": {
+          "name": "electricity_standing_charge",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_co2_emissions": {
+          "name": "original_co2_emissions",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_primary_energy_consumption": {
+          "name": "original_primary_energy_consumption",
+          "type": "real",
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+          "notNull": false
+        },
+        "original_current_energy_demand": {
+          "name": "original_current_energy_demand",
+          "type": "real",
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+          "notNull": false
+        },
+        "original_current_energy_demand_heating_hotwater": {
+          "name": "original_current_energy_demand_heating_hotwater",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_co2_adjustment": {
+          "name": "installed_measures_co2_adjustment",
+          "type": "real",
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+          "notNull": false
+        },
+        "installed_measures_energy_demand_adjustment": {
+          "name": "installed_measures_energy_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
+          "name": "installed_measures_total_energy_bill_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_heat_demand_adjustment": {
+          "name": "installed_measures_heat_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_epc_adjusted_for_installed_measures": {
+          "name": "is_epc_adjusted_for_installed_measures",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "columns": [
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+              "expression": "property_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "property_details_epc_property_id_property_id_fk": {
+          "name": "property_details_epc_property_id_property_id_fk",
+          "tableFrom": "property_details_epc",
+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        },
+        "property_details_epc_portfolio_id_portfolio_id_fk": {
+          "name": "property_details_epc_portfolio_id_portfolio_id_fk",
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+          "default": "'In Progress'"
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+          "name": "outputs",
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+          "default": "now()"
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+        }
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+          "tableTo": "user",
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+        },
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+        }
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+          "tableTo": "user",
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+            "userId"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+        }
+      },
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+          "columns": [
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+            "providerAccountId"
+          ]
+        }
+      },
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "name": "sessionToken",
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+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "userId",
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+        },
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+        }
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+            "userId"
+          ],
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+            "id"
+          ],
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+    },
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
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+        },
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+        },
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+          "name": "email",
+          "type": "text",
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+          "notNull": true
+        },
+        "emailVerified": {
+          "name": "emailVerified",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "oauth_id",
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+        },
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+        },
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+          "name": "onboarded",
+          "type": "boolean",
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+        },
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+          "default": "now()"
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+          "default": "now()"
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+          "columns": [
+            "email"
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+      "checkConstraints": {},
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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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+          "default": false
+        },
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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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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.verificationToken": {
+      "name": "verificationToken",
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+          "name": "identifier",
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+          "notNull": true
+        },
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+  "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 55b70b7..2ed301d 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1324,6 +1324,13 @@
       "when": 1777364161220,
       "tag": "0188_wild_morph",
       "breakpoints": true
+    },
+    {
+      "idx": 189,
+      "version": "7",
+      "when": 1777392468614,
+      "tag": "0189_high_leech",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file
diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 25d6c1d..49ed8b4 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 {
@@ -421,6 +422,8 @@ export const epcProperty = pgTable(
     portfolioId: bigint("portfolio_id", { mode: "bigint" })
       // .notNull()
       .references(() => portfolio.id),
+    uploadedFileId: bigint("uploaded_file_id", { mode: "bigint" })
+      .references(() => uploadedFiles.id),
 
     // Identity / admin
     uprn:                       bigint("uprn", { mode: "bigint" }),

From f7b35f04a8c85c1431f93e3f65fc040e6f88287b Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Tue, 28 Apr 2026 16:11:33 +0000
Subject: [PATCH 033/147] make column unique

---
 src/app/db/migrations/0190_worried_drax.sql   |    1 +
 src/app/db/migrations/meta/0190_snapshot.json | 8643 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 src/app/db/schema/property.ts                 |    1 +
 4 files changed, 8652 insertions(+)
 create mode 100644 src/app/db/migrations/0190_worried_drax.sql
 create mode 100644 src/app/db/migrations/meta/0190_snapshot.json

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/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()"
+        }
+      },
+      "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
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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": {
+          "name": "installed_measures_sap_point_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_sap_points_adjusted_for_installed_measures": {
+          "name": "is_sap_points_adjusted_for_installed_measures",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "original_sap_points": {
+          "name": "original_sap_points",
+          "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"
+            }
+          ],
+          "isUnique": true,
+          "where": "\"property\".\"uprn\" IS NOT NULL",
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "property_portfolio_id_portfolio_id_fk": {
+          "name": "property_portfolio_id_portfolio_id_fk",
+          "tableFrom": "property",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "portfolio_id": {
+          "name": "portfolio_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "full_address": {
+          "name": "full_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_date": {
+          "name": "lodgement_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_expired": {
+          "name": "is_expired",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "total_floor_area": {
+          "name": "total_floor_area",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "walls": {
+          "name": "walls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "walls_rating": {
+          "name": "walls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof": {
+          "name": "roof",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof_rating": {
+          "name": "roof_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor": {
+          "name": "floor",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_rating": {
+          "name": "floor_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "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
+        },
+        "heating_rating": {
+          "name": "heating_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls": {
+          "name": "heating_controls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls_rating": {
+          "name": "heating_controls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water": {
+          "name": "hot_water",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_rating": {
+          "name": "hot_water_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting": {
+          "name": "lighting",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting_rating": {
+          "name": "lighting_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mainfuel": {
+          "name": "mainfuel",
+          "type": "text",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "wind_turbine": {
+          "name": "wind_turbine",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_height": {
+          "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
+        },
+        "number_of_extensions": {
+          "name": "number_of_extensions",
+          "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
+        },
+        "energy_tariff": {
+          "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
+        },
+        "current_energy_demand": {
+          "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
+        },
+        "estimated": {
+          "name": "estimated",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "sap_05_overwritten": {
+          "name": "sap_05_overwritten",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "sap_05_score": {
+          "name": "sap_05_score",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_05_epc_rating": {
+          "name": "sap_05_epc_rating",
+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cost_current": {
+          "name": "heating_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_cost_current": {
+          "name": "hot_water_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting_cost_current": {
+          "name": "lighting_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "appliances_cost_current": {
+          "name": "appliances_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_primary_energy_consumption": {
+          "name": "original_primary_energy_consumption",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_current_energy_demand": {
+          "name": "original_current_energy_demand",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_current_energy_demand_heating_hotwater": {
+          "name": "original_current_energy_demand_heating_hotwater",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_co2_adjustment": {
+          "name": "installed_measures_co2_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_energy_demand_adjustment": {
+          "name": "installed_measures_energy_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
+          "name": "installed_measures_total_energy_bill_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_heat_demand_adjustment": {
+          "name": "installed_measures_heat_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_epc_adjusted_for_installed_measures": {
+          "name": "is_epc_adjusted_for_installed_measures",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
+          "type": "real",
+          "primaryKey": false,
+          "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": {
+        "uq_property_details_epc_property_portfolio": {
+          "name": "uq_property_details_epc_property_portfolio",
+          "columns": [
+            {
+              "expression": "property_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "property_details_epc_property_id_property_id_fk": {
+          "name": "property_details_epc_property_id_property_id_fk",
+          "tableFrom": "property_details_epc",
+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "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"
+          ],
+          "onDelete": "no action",
+          "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
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_spatial": {
+      "name": "property_details_spatial",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "x_coordinate": {
+          "name": "x_coordinate",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "y_coordinate": {
+          "name": "y_coordinate",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_listed_building": {
+          "name": "is_listed_building",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_heritage_building": {
+          "name": "is_heritage_building",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
+        "uq_property_details_spatial_uprn": {
+          "name": "uq_property_details_spatial_uprn",
+          "columns": [
+            {
+              "expression": "uprn",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
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+        "flat_roof_covering",
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+        "external_wall",
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+        "primary_wall",
+        "secondary_wall",
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+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
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+        "store_windows",
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+        "external_door",
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+        "rear_door",
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+        "garage_door",
+        "garage_and_store_door",
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 2ed301d..0469d85 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1331,6 +1331,13 @@
       "when": 1777392468614,
       "tag": "0189_high_leech",
       "breakpoints": true
+    },
+    {
+      "idx": 190,
+      "version": "7",
+      "when": 1777392681924,
+      "tag": "0190_worried_drax",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file
diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts
index 49ed8b4..258dd02 100644
--- a/src/app/db/schema/property.ts
+++ b/src/app/db/schema/property.ts
@@ -423,6 +423,7 @@ export const epcProperty = pgTable(
       // .notNull()
       .references(() => portfolio.id),
     uploadedFileId: bigint("uploaded_file_id", { mode: "bigint" })
+      .unique()
       .references(() => uploadedFiles.id),
 
     // Identity / admin

From 2957caf986b7c3d490965060f03ff8891b1595b7 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 30 Apr 2026 14:34:39 +0100
Subject: [PATCH 034/147] Added new fields to db

---
 src/app/db/schema/crm/hubspot_deal_table.ts | 13 ++++++++++++-
 1 file changed, 12 insertions(+), 1 deletion(-)

diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts
index 0948a3c..607269f 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 +58,17 @@ 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"),
+  domnaSurveyDate: timestamp("domna_survey_date", { precision: 6, withTimezone: true }),
+
   createdAt: timestamp("created_at", { precision: 6, withTimezone: true })
     .defaultNow()
     .notNull(),

From d9929a616343b61cabc2ae95bddaef4eba043a1f Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 30 Apr 2026 17:01:51 +0100
Subject: [PATCH 035/147] added additional fields to the db

---
 .../db/migrations/0191_soft_ezekiel_stane.sql |   10 +
 src/app/db/migrations/meta/0191_snapshot.json | 8703 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 8720 insertions(+)
 create mode 100644 src/app/db/migrations/0191_soft_ezekiel_stane.sql
 create mode 100644 src/app/db/migrations/meta/0191_snapshot.json

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/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
+        },
+        "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": {
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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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 0469d85..9bc7773 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1338,6 +1338,13 @@
       "when": 1777392681924,
       "tag": "0190_worried_drax",
       "breakpoints": true
+    },
+    {
+      "idx": 191,
+      "version": "7",
+      "when": 1777560763716,
+      "tag": "0191_soft_ezekiel_stane",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 0a6a01caafee5024ace7e707414d5b9cb513aacc Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 30 Apr 2026 19:16:35 +0000
Subject: [PATCH 036/147] added hubspot user table

---
 .../db/migrations/0192_colorful_quasimodo.sql |    7 +
 src/app/db/migrations/meta/0192_snapshot.json | 8746 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 src/app/db/schema/crm/hubspot_user_table.ts   |   13 +
 4 files changed, 8773 insertions(+)
 create mode 100644 src/app/db/migrations/0192_colorful_quasimodo.sql
 create mode 100644 src/app/db/migrations/meta/0192_snapshot.json
 create mode 100644 src/app/db/schema/crm/hubspot_user_table.ts

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/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": {
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+          "default": "now()"
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+      "checkConstraints": {},
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+    },
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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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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+          "tableTo": "property",
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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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+        },
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+        },
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+        },
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+        },
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+        "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": {
+          "name": "installed_measures_sap_point_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_sap_points_adjusted_for_installed_measures": {
+          "name": "is_sap_points_adjusted_for_installed_measures",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "original_sap_points": {
+          "name": "original_sap_points",
+          "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": {}
+        }
+      },
+      "foreignKeys": {
+        "property_portfolio_id_portfolio_id_fk": {
+          "name": "property_portfolio_id_portfolio_id_fk",
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+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "full_address": {
+          "name": "full_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_date": {
+          "name": "lodgement_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_expired": {
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "walls_rating": {
+          "name": "walls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof": {
+          "name": "roof",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof_rating": {
+          "name": "roof_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "floor",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_rating": {
+          "name": "floor_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "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
+        },
+        "heating_rating": {
+          "name": "heating_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls": {
+          "name": "heating_controls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls_rating": {
+          "name": "heating_controls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water": {
+          "name": "hot_water",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_rating": {
+          "name": "hot_water_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting": {
+          "name": "lighting",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting_rating": {
+          "name": "lighting_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mainfuel": {
+          "name": "mainfuel",
+          "type": "text",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "wind_turbine": {
+          "name": "wind_turbine",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_height": {
+          "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
+        },
+        "number_of_extensions": {
+          "name": "number_of_extensions",
+          "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
+        },
+        "energy_tariff": {
+          "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
+        },
+        "current_energy_demand": {
+          "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
+        },
+        "estimated": {
+          "name": "estimated",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
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+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "sap_05_score": {
+          "name": "sap_05_score",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "sap_05_epc_rating": {
+          "name": "sap_05_epc_rating",
+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cost_current": {
+          "name": "heating_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "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",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_primary_energy_consumption": {
+          "name": "original_primary_energy_consumption",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_current_energy_demand": {
+          "name": "original_current_energy_demand",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_current_energy_demand_heating_hotwater": {
+          "name": "original_current_energy_demand_heating_hotwater",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_co2_adjustment": {
+          "name": "installed_measures_co2_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_energy_demand_adjustment": {
+          "name": "installed_measures_energy_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
+          "name": "installed_measures_total_energy_bill_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_heat_demand_adjustment": {
+          "name": "installed_measures_heat_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_epc_adjusted_for_installed_measures": {
+          "name": "is_epc_adjusted_for_installed_measures",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
+          "type": "real",
+          "primaryKey": false,
+          "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": {
+        "uq_property_details_epc_property_portfolio": {
+          "name": "uq_property_details_epc_property_portfolio",
+          "columns": [
+            {
+              "expression": "property_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
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+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
+        "property_details_epc_property_id_property_id_fk": {
+          "name": "property_details_epc_property_id_property_id_fk",
+          "tableFrom": "property_details_epc",
+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "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"
+          ],
+          "onDelete": "no action",
+          "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
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_spatial": {
+      "name": "property_details_spatial",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "x_coordinate": {
+          "name": "x_coordinate",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "y_coordinate": {
+          "name": "y_coordinate",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_listed_building": {
+          "name": "is_listed_building",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_heritage_building": {
+          "name": "is_heritage_building",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
+        "uq_property_details_spatial_uprn": {
+          "name": "uq_property_details_spatial_uprn",
+          "columns": [
+            {
+              "expression": "uprn",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_targets": {
+      "name": "property_targets",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "property_id": {
+          "name": "property_id",
+          "type": "bigint",
+          "primaryKey": false,
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+        "disabled_facilities",
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+        "external_wall",
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+        "primary_wall",
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+        "downpipes",
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+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
+        "external_windows",
+        "communal_windows",
+        "secondary_glazing",
+        "store_windows",
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+        "front_door",
+        "rear_door",
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+        "garage_door",
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 9bc7773..6d18f5d 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1345,6 +1345,13 @@
       "when": 1777560763716,
       "tag": "0191_soft_ezekiel_stane",
       "breakpoints": true
+    },
+    {
+      "idx": 192,
+      "version": "7",
+      "when": 1777576507360,
+      "tag": "0192_colorful_quasimodo",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file
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">;

From b100c15052f888d55465348786309a6d7156b42f Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 1 May 2026 16:32:04 +0000
Subject: [PATCH 037/147] Fetching user data from users hubspot table

---
 .../(portfolio)/your-projects/live/page.tsx   | 106 ++++++++++--------
 1 file changed, 61 insertions(+), 45 deletions(-)

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..aae8d8f 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -1,11 +1,13 @@
 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 { db } from "@/app/db/db";
 import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
+import { alias } from "drizzle-orm/pg-core";
+import { hubspotUsers } from "@/app/db/schema/crm/hubspot_user_table";
 import { uploadedFiles } from "@/app/db/schema/uploaded_files";
 import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation";
 import { organisation } from "@/app/db/schema/organisation";
@@ -20,53 +22,61 @@ import type { InferSelectModel } from "drizzle-orm";
 import { Card, CardContent } from "@/app/shadcn_components/ui/card";
 import { Building2 } from "lucide-react";
 
-type DbDeal = InferSelectModel<typeof hubspotDealData>;
+const coordinatorUser = alias(hubspotUsers, "coordinator_user");
+const designerUser = alias(hubspotUsers, "designer_user");
 
-function mapDbRowToHubspotDeal(row: DbDeal): HubspotDeal {
+type DealRow = {
+  deal: InferSelectModel<typeof hubspotDealData>;
+  coordinator: string | null;
+  designer: string | null;
+};
+
+function mapDbRowToHubspotDeal(row: DealRow): HubspotDeal {
+  const d = row.deal;
   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,
+    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: row.mtpCompletionDate,
-    ioeV2Date: row.mtpReModelCompletionDate,
-    ioeV3Date: row.ioeV3CompletionDate,
-    proposedMeasures: row.proposedMeasures,
-    approvedPackage: row.approvedPackage,
+    ioeV1Date: d.mtpCompletionDate,
+    ioeV2Date: d.mtpReModelCompletionDate,
+    ioeV3Date: d.ioeV3CompletionDate,
+    proposedMeasures: d.proposedMeasures,
+    approvedPackage: d.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,
+    designDate: d.designCompletionDate,
+    actualMeasuresInstalled: d.actualMeasuresInstalled,
+    installer: d.installer,
+    installerHandover: d.installerHandover,
+    lodgementStatus: d.lodgementStatus,
+    measuresLodgementDate: d.measuresLodgementDate,
+    fullLodgementDate: d.lodgementDate,
+    confirmedSurveyDate: d.confirmedSurveyDate,
+    surveyedDate: d.surveyedDate,
+    designType: d.dealType,
+    eiScore: d.eiScore,
+    eiScorePotential: d.eiScorePotential,
+    epcSapScore: d.epcSapScore,
+    epcSapScorePotential: d.epcSapScorePotential,
+    createdAt: d.createdAt,
+    updatedAt: d.updatedAt,
   };
 }
 
@@ -123,8 +133,14 @@ 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)
+    .leftJoin(coordinatorUser, eq(hubspotDealData.coordinator, coordinatorUser.hubspotOwnerId))
+    .leftJoin(designerUser, eq(hubspotDealData.designer, designerUser.hubspotOwnerId))
     .where(eq(hubspotDealData.companyId, companyId));
 
   const deals = rawDeals.map(mapDbRowToHubspotDeal);

From dc3bfa73d3324c774ca4ba1b4e33a2998366b997 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 11:25:45 +0000
Subject: [PATCH 038/147] extract MEASURE_NAMES catalogue and MeasureName type

---
 src/app/lib/measureDocumentRequirements.ts | 43 ++++++++++++++++++++--
 1 file changed, 40 insertions(+), 3 deletions(-)

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];
 }
 
 /**

From 35d0af4474c5a0db433c1ca0c8f9962f8ce59529 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 11:25:54 +0000
Subject: [PATCH 039/147] share parseMeasures helper, accept ; and , separators

---
 src/app/lib/parseMeasures.ts                  | 20 +++++++++++++++++++
 .../live/ContractorUploadModal.tsx            |  6 +-----
 .../your-projects/live/MeasuresTable.tsx      |  6 +-----
 3 files changed, 22 insertions(+), 10 deletions(-)
 create mode 100644 src/app/lib/parseMeasures.ts

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/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx
index ccb1db8..a7dd151 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 +23,7 @@ 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";
 
 // ── Types ─────────────────────────────────────────────────────────────────
 
@@ -164,11 +165,6 @@ 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;
 }
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..764a6eb 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
@@ -18,6 +18,7 @@ import { Search, Save, ChevronDown, ChevronRight } from "lucide-react";
 import { STAGE_COLORS } from "./types";
 import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types";
 import { ApprovalConfirmDialog, type PendingDiff } from "./ApprovalConfirmDialog";
+import { parseMeasures } from "@/app/lib/parseMeasures";
 
 type AuditEvent = {
   id: string;
@@ -36,11 +37,6 @@ type Props = {
   portfolioId: string;
 };
 
-function parseMeasures(raw: string | null | undefined): string[] {
-  if (!raw) return [];
-  return raw.split(",").map((m) => m.trim()).filter(Boolean);
-}
-
 function ApprovalStatus({
   proposed,
   approved,

From 486427f73d61301785c5597143d2fc8d971210a3 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 11:26:02 +0000
Subject: [PATCH 040/147] add vitest harness with parser and getRequiredDocs
 unit tests

---
 package-lock.json                             | 1297 ++++++++++++++++-
 package.json                                  |    5 +-
 .../lib/measureDocumentRequirements.test.ts   |   75 +
 src/app/lib/parseMeasures.test.ts             |   63 +
 vitest.config.ts                              |   17 +
 5 files changed, 1455 insertions(+), 2 deletions(-)
 create mode 100644 src/app/lib/measureDocumentRequirements.test.ts
 create mode 100644 src/app/lib/parseMeasures.test.ts
 create mode 100644 vitest.config.ts

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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+        "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",
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+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "freebsd"
+      ]
+    },
+    "node_modules/@rollup/rollup-linux-arm-gnueabihf": {
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+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-gnueabihf/-/rollup-linux-arm-gnueabihf-4.60.3.tgz",
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+      "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-musleabihf/-/rollup-linux-arm-musleabihf-4.60.3.tgz",
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+    },
+    "node_modules/vite/node_modules/@esbuild/netbsd-x64": {
+      "version": "0.21.5",
+      "resolved": "https://registry.npmjs.org/@esbuild/netbsd-x64/-/netbsd-x64-0.21.5.tgz",
+      "integrity": "sha512-Woi2MXzXjMULccIwMnLciyZH4nCIMpWQAs049KEeMvOcNADVxo0UBIQPfSmxB3CWKedngg7sWZdLvLczpe0tLg==",
+      "cpu": [
+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "netbsd"
+      ],
+      "engines": {
+        "node": ">=12"
+      }
+    },
+    "node_modules/vite/node_modules/@esbuild/openbsd-x64": {
+      "version": "0.21.5",
+      "resolved": "https://registry.npmjs.org/@esbuild/openbsd-x64/-/openbsd-x64-0.21.5.tgz",
+      "integrity": "sha512-HLNNw99xsvx12lFBUwoT8EVCsSvRNDVxNpjZ7bPn947b8gJPzeHWyNVhFsaerc0n3TsbOINvRP2byTZ5LKezow==",
+      "cpu": [
+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "openbsd"
+      ],
+      "engines": {
+        "node": ">=12"
+      }
+    },
+    "node_modules/vite/node_modules/@esbuild/sunos-x64": {
+      "version": "0.21.5",
+      "resolved": "https://registry.npmjs.org/@esbuild/sunos-x64/-/sunos-x64-0.21.5.tgz",
+      "integrity": "sha512-6+gjmFpfy0BHU5Tpptkuh8+uw3mnrvgs+dSPQXQOv3ekbordwnzTVEb4qnIvQcYXq6gzkyTnoZ9dZG+D4garKg==",
+      "cpu": [
+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "sunos"
+      ],
+      "engines": {
+        "node": ">=12"
+      }
+    },
+    "node_modules/vite/node_modules/@esbuild/win32-arm64": {
+      "version": "0.21.5",
+      "resolved": "https://registry.npmjs.org/@esbuild/win32-arm64/-/win32-arm64-0.21.5.tgz",
+      "integrity": "sha512-Z0gOTd75VvXqyq7nsl93zwahcTROgqvuAcYDUr+vOv8uHhNSKROyU961kgtCD1e95IqPKSQKH7tBTslnS3tA8A==",
+      "cpu": [
+        "arm64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ],
+      "engines": {
+        "node": ">=12"
+      }
+    },
+    "node_modules/vite/node_modules/@esbuild/win32-ia32": {
+      "version": "0.21.5",
+      "resolved": "https://registry.npmjs.org/@esbuild/win32-ia32/-/win32-ia32-0.21.5.tgz",
+      "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/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/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/vitest.config.ts b/vitest.config.ts
new file mode 100644
index 0000000..950c2d2
--- /dev/null
+++ b/vitest.config.ts
@@ -0,0 +1,17 @@
+import { defineConfig } from "vitest/config";
+import path from "node:path";
+
+export default defineConfig({
+  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"),
+    },
+  },
+});

From 998f36f1df18036b5a23fc7c6fec518e223a120b Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 12:09:51 +0000
Subject: [PATCH 041/147] surface new per-deal workflow fields on HubspotDeal
 type

---
 .../(portfolio)/your-projects/live/page.tsx       | 14 ++++++++++++++
 .../(portfolio)/your-projects/live/types.ts       | 15 +++++++++++++++
 2 files changed, 29 insertions(+)

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 aae8d8f..5dbf7ca 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -69,12 +69,26 @@ function mapDbRowToHubspotDeal(row: DealRow): HubspotDeal {
     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,
+    // New per-deal workflow fields
+    surveyType: d.surveyType,
+    measuresForPibiOrdered: d.measuresForPibiOrdered,
+    pibiOrderDate: d.pibiOrderDate,
+    pibiCompletedDate: d.pibiCompletedDate,
+    propertyHaltedDate: d.propertyHaltedDate,
+    propertyHaltedReason: d.propertyHaltedReason,
+    technicalApprovedMeasuresForInstall: d.technicalApprovedMeasuresForInstall,
+    // domna_survey_type column does not exist on the schema yet (slice 7) —
+    // surface null and let the drawer fall back to the legacy boolean.
+    domnaSurveyType: null,
+    domnaSurveyRequired: d.domnaSurveyRequired,
+    domnaSurveyDate: d.domnaSurveyDate,
     createdAt: d.createdAt,
     updatedAt: d.updatedAt,
   };
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
index 63d022b..9b775af 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 +53,20 @@ 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 is the new text column added in slice 7. It may not yet
+  // exist in the schema; until then the legacy boolean is used as a fallback.
+  domnaSurveyType: string | null;
+  domnaSurveyRequired: boolean | null;
+  domnaSurveyDate: Date | null;
+
   createdAt: Date;
   updatedAt: Date;
 };

From 75c0cde009a613ebe6893b33b382440fa6770386 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 12:09:57 +0000
Subject: [PATCH 042/147] widen drawer and add stage-ordered read-only sections

---
 .../live/PropertyDetailDrawer.tsx             | 185 ++++++++++++++++--
 1 file changed, 171 insertions(+), 14 deletions(-)

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..70f5989 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import { useState } from "react";
+import { useEffect, useRef, useState } from "react";
 import { useQuery, useQueryClient } from "@tanstack/react-query";
 import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw } from "lucide-react";
 import {
@@ -25,6 +25,17 @@ import {
 } from "@/app/shadcn_components/ui/tooltip";
 import { STAGE_COLORS } from "./types";
 import type { ClassifiedDeal, PortfolioCapabilityType, RemovalRequest } from "./types";
+import { parseMeasures } from "@/app/lib/parseMeasures";
+
+// Sections that the drawer can scroll-focus on initial open. Keep the keys in
+// stable, stage-ordered order so the layout remains predictable.
+export type DrawerSection =
+  | "survey"
+  | "measures"
+  | "pibi"
+  | "domna"
+  | "halted"
+  | "technical";
 
 // -----------------------------------------------------------------------
 // Removal request section
@@ -476,6 +487,34 @@ interface PropertyDetailDrawerProps {
   userRole: string;
   userCapability: PortfolioCapabilityType;
   userEmail: string;
+  /**
+   * If provided, the drawer scrolls the named section into view on open. This
+   * powers entry-points like the Measures table row click that should land
+   * the user inside the Measures section instead of the top of the drawer.
+   */
+  focusSection?: DrawerSection;
+}
+
+// Section metadata — central to keep the on-screen ordering aligned with the
+// stage-ordered acceptance criteria of issue #251.
+const SECTION_TITLES: Record<DrawerSection, string> = {
+  survey: "Survey",
+  measures: "Measures",
+  pibi: "PIBI",
+  domna: "Domna Survey",
+  halted: "Halted",
+  technical: "Technical Approved",
+};
+
+function SectionHeader({ id, label }: { id: DrawerSection; label: string }) {
+  return (
+    <h3
+      data-testid={`drawer-section-${id}`}
+      className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3"
+    >
+      {label}
+    </h3>
+  );
 }
 
 export default function PropertyDetailDrawer({
@@ -484,13 +523,54 @@ export default function PropertyDetailDrawer({
   onClose,
   userRole,
   userCapability,
+  focusSection,
 }: PropertyDetailDrawerProps) {
   const open = !!deal;
   const [isLogOpen, setIsLogOpen] = useState(false);
 
+  // Refs for each scroll-targetable section.
+  const sectionRefs = useRef<Record<DrawerSection, HTMLDivElement | null>>({
+    survey: null,
+    measures: null,
+    pibi: null,
+    domna: null,
+    halted: null,
+    technical: null,
+  });
+
+  // Scroll the requested section into view once the drawer has rendered.
+  useEffect(() => {
+    if (!open || !focusSection) return;
+    // Defer to next tick so the drawer body has mounted.
+    const t = setTimeout(() => {
+      const el = sectionRefs.current[focusSection];
+      if (el) el.scrollIntoView({ behavior: "smooth", block: "start" });
+    }, 50);
+    return () => clearTimeout(t);
+  }, [open, focusSection, deal?.dealId]);
+
+  // Parsed measure lists used by the new sections.
+  const pibiMeasures = parseMeasures(deal?.measuresForPibiOrdered ?? null);
+  const technicalApprovedMeasures = parseMeasures(
+    deal?.technicalApprovedMeasuresForInstall ?? null,
+  );
+
+  // Domna section: prefer the new text column when present, otherwise fall
+  // back to the legacy boolean ("Required" / "Not required").
+  const domnaSurveyTypeDisplay: string | null = (() => {
+    if (!deal) return null;
+    if (deal.domnaSurveyType) return deal.domnaSurveyType;
+    if (deal.domnaSurveyRequired === true) return "Required";
+    if (deal.domnaSurveyRequired === false) return "Not required";
+    return null;
+  })();
+
   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 && (
@@ -547,7 +627,7 @@ export default function PropertyDetailDrawer({
                 </div>
               )}
 
-              {/* Key details */}
+              {/* Property details (general context — kept above stage sections) */}
               <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">
@@ -578,18 +658,95 @@ export default function PropertyDetailDrawer({
                 </div>
               </div>
 
-              {/* Measures */}
-              {(deal.proposedMeasures || deal.approvedPackage || deal.actualMeasuresInstalled) && (
-                <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} />
-                    <InfoRow label="Installed" value={deal.actualMeasuresInstalled} />
-                    <InfoRow label="Lodgement Status" value={deal.lodgementStatus} />
-                  </div>
+              {/* Survey section */}
+              <div ref={(el) => { sectionRefs.current.survey = el; }}>
+                <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>
+
+              {/* Measures section — keeps existing approval table content */}
+              <div ref={(el) => { sectionRefs.current.measures = el; }}>
+                <SectionHeader id="measures" label={SECTION_TITLES.measures} />
+                <div className="divide-y divide-gray-50">
+                  <InfoRow label="Proposed" value={deal.proposedMeasures} />
+                  <InfoRow label="Approved Package" value={deal.approvedPackage} />
+                  <InfoRow label="Installed" value={deal.actualMeasuresInstalled} />
+                  <InfoRow label="Lodgement Status" value={deal.lodgementStatus} />
+                </div>
+              </div>
+
+              {/* PIBI section */}
+              <div ref={(el) => { sectionRefs.current.pibi = el; }}>
+                <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
+                <div className="divide-y divide-gray-50">
+                  <InfoRow label="PIBI Order Date" value={formatDate(deal.pibiOrderDate)} />
+                  <InfoRow label="PIBI Completed Date" value={formatDate(deal.pibiCompletedDate)} />
+                  <InfoRow
+                    label="Measures for PIBI"
+                    value={
+                      pibiMeasures.length > 0 ? (
+                        <span className="flex flex-wrap gap-1.5">
+                          {pibiMeasures.map((m) => (
+                            <span
+                              key={m}
+                              className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
+                            >
+                              {m}
+                            </span>
+                          ))}
+                        </span>
+                      ) : null
+                    }
+                  />
+                </div>
+              </div>
+
+              {/* Domna Survey section */}
+              <div ref={(el) => { sectionRefs.current.domna = el; }}>
+                <SectionHeader id="domna" label={SECTION_TITLES.domna} />
+                <div className="divide-y divide-gray-50">
+                  <InfoRow label="Domna Survey Type" value={domnaSurveyTypeDisplay} />
+                  <InfoRow label="Domna Survey Date" value={formatDate(deal.domnaSurveyDate)} />
+                </div>
+              </div>
+
+              {/* Halted section */}
+              <div ref={(el) => { sectionRefs.current.halted = el; }}>
+                <SectionHeader id="halted" label={SECTION_TITLES.halted} />
+                <div className="divide-y divide-gray-50">
+                  <InfoRow label="Property Halted Date" value={formatDate(deal.propertyHaltedDate)} />
+                  <InfoRow label="Property Halted Reason" value={deal.propertyHaltedReason} />
+                </div>
+              </div>
+
+              {/* Technical Approved section */}
+              <div ref={(el) => { sectionRefs.current.technical = el; }}>
+                <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>
 
               {/* Timeline */}
               <div>

From 0fe8dd0ac961a690d3e36be043c5eb47499310d9 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 12:10:08 +0000
Subject: [PATCH 043/147] open detail drawer at Measures section on row click

---
 .../your-projects/live/LiveTracker.tsx        | 21 ++++++++++++--
 .../your-projects/live/MeasuresTable.tsx      | 28 +++++++++++++++++--
 2 files changed, 44 insertions(+), 5 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx
index f162c1b..2a6929b 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 +22,7 @@ import DocumentTable from "./DocumentTable";
 import MeasuresTable from "./MeasuresTable";
 import type { HubspotDeal } from "./types";
 import PropertyDrawer from "./PropertyDrawer";
-import PropertyDetailDrawer from "./PropertyDetailDrawer";
+import PropertyDetailDrawer, { type DrawerSection } from "./PropertyDetailDrawer";
 import AnalyticsView from "./AnalyticsView";
 import type {
   LiveTrackerProps,
@@ -77,6 +77,19 @@ export default function LiveTracker({
 
   // ── Property detail drawer ───────────────────────────────────────────
   const [detailDeal, setDetailDeal] = useState<ClassifiedDeal | null>(null);
+  const [detailFocusSection, setDetailFocusSection] = useState<
+    DrawerSection | undefined
+  >(undefined);
+
+  const openDetailDrawer = (deal: ClassifiedDeal, section?: DrawerSection) => {
+    setDetailFocusSection(section);
+    setDetailDeal(deal);
+  };
+
+  const closeDetailDrawer = () => {
+    setDetailDeal(null);
+    setDetailFocusSection(undefined);
+  };
 
   const handleOpenTable = (
     stage: string,
@@ -230,7 +243,7 @@ export default function LiveTracker({
             <PropertyTable
               data={currentProject?.allDeals ?? []}
               onOpenDrawer={handleOpenDrawer}
-              onOpenDetail={setDetailDeal}
+              onOpenDetail={(deal) => openDetailDrawer(deal)}
               docStatusMap={docStatusMap}
               removalStatusByDeal={removalStatusByDeal}
             />
@@ -310,6 +323,7 @@ export default function LiveTracker({
               userCapability={userCapability}
               approvalsByDeal={approvalsByDeal}
               portfolioId={portfolioId}
+              onOpenDetail={(deal) => openDetailDrawer(deal, "measures")}
             />
           </div>
         </TabsContent>
@@ -427,11 +441,12 @@ export default function LiveTracker({
       {/* ── Property detail drawer ─────────────────────────────────────── */}
       <PropertyDetailDrawer
         deal={detailDeal}
-        onClose={() => setDetailDeal(null)}
+        onClose={closeDetailDrawer}
         portfolioId={portfolioId}
         userRole={userRole}
         userCapability={userCapability}
         userEmail={userEmail}
+        focusSection={detailFocusSection}
       />
     </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 764a6eb..4ed29e9 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
@@ -35,6 +35,12 @@ type Props = {
   userCapability: PortfolioCapabilityType;
   approvalsByDeal: ApprovalsByDeal;
   portfolioId: string;
+  /**
+   * Called when a measures row is clicked. The host (LiveTracker) opens the
+   * PropertyDetailDrawer focused on the Measures section. Optional so the
+   * table is still usable in isolation.
+   */
+  onOpenDetail?: (deal: ClassifiedDeal) => void;
 };
 
 function ApprovalStatus({
@@ -155,6 +161,7 @@ export default function MeasuresTable({
   userCapability,
   approvalsByDeal,
   portfolioId,
+  onOpenDetail,
 }: Props) {
   const [search, setSearch] = useState("");
   // pendingChanges: dealId -> desired Set<measureName> (the full intended approved set)
@@ -338,15 +345,31 @@ export default function MeasuresTable({
               const hasPending = pendingChanges[deal.dealId] !== undefined;
               const isExpanded = expandedRows.has(deal.dealId);
 
+              const handleRowClick = () => {
+                if (onOpenDetail) onOpenDetail(deal);
+              };
+              const handleRowKeyDown = (e: React.KeyboardEvent<HTMLTableRowElement>) => {
+                if (!onOpenDetail) return;
+                if (e.key === "Enter" || e.key === " ") {
+                  e.preventDefault();
+                  onOpenDetail(deal);
+                }
+              };
+
               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" : ""}`}
+                    data-testid="measures-row"
+                    onClick={onOpenDetail ? handleRowClick : undefined}
+                    onKeyDown={onOpenDetail ? handleRowKeyDown : undefined}
+                    tabIndex={onOpenDetail ? 0 : undefined}
+                    role={onOpenDetail ? "button" : undefined}
+                    className={`border-b border-gray-50 hover:bg-gray-50/50 transition-colors ${hasPending ? "bg-amber-50/30" : ""} ${onOpenDetail ? "cursor-pointer" : ""}`}
                   >
                     {/* Expand toggle */}
                     <TableCell className="py-3 pl-3 pr-0 w-6">
                       <button
-                        onClick={() => toggleRowExpand(deal.dealId)}
+                        onClick={(e) => { e.stopPropagation(); toggleRowExpand(deal.dealId); }}
                         className="text-gray-400 hover:text-brandblue transition-colors"
                         aria-label={isExpanded ? "Collapse activity" : "Expand activity"}
                       >
@@ -389,6 +412,7 @@ export default function MeasuresTable({
                             return (
                               <label
                                 key={measure}
+                                onClick={(e) => e.stopPropagation()}
                                 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"

From f6aaa89c5b9b1ab611b54ce1e4c7b612624fa12d Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 12:10:14 +0000
Subject: [PATCH 044/147] add cypress spec for measures row drawer flow

---
 .../property-detail-drawer.cy.js              | 55 +++++++++++++++++++
 1 file changed, 55 insertions(+)
 create mode 100644 cypress/e2e/live-tracking/property-detail-drawer.cy.js

diff --git a/cypress/e2e/live-tracking/property-detail-drawer.cy.js b/cypress/e2e/live-tracking/property-detail-drawer.cy.js
new file mode 100644
index 0000000..4e37908
--- /dev/null
+++ b/cypress/e2e/live-tracking/property-detail-drawer.cy.js
@@ -0,0 +1,55 @@
+/**
+ * Live Tracking — Property Detail Drawer (issue #251)
+ *
+ * Verifies the row-click flow on the Measures tab: clicking a row in the
+ * MeasuresTable opens the PropertyDetailDrawer and all six stage-ordered
+ * sections are visible in the body.
+ *
+ * The spec assumes an authenticated session can be reused (or skipped) the
+ * same way the rest of the suite handles it. Because live tracking is a
+ * portfolio-scoped page, the test reads the target portfolio slug from the
+ * `LIVE_PORTFOLIO_SLUG` Cypress env var so it can run against any seeded
+ * environment without hard-coding an ID.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+
+const EXPECTED_SECTIONS = [
+  "survey",
+  "measures",
+  "pibi",
+  "domna",
+  "halted",
+  "technical",
+];
+
+describe("Property detail drawer — measures row click", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      // Skip the suite entirely when the env var is absent. The spec still
+      // compiles so CI pipelines that lint Cypress files stay green.
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  it("opens the drawer focused on Measures and shows all six sections", () => {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+
+    // Switch to the Measures tab.
+    cy.contains("button, [role=tab]", "Measures").click();
+
+    // Click the first measures row.
+    cy.get("[data-testid=measures-row]").first().click();
+
+    // Drawer is open.
+    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+
+    // All six sections rendered inside the drawer.
+    EXPECTED_SECTIONS.forEach((section) => {
+      cy.get(`[data-testid=drawer-section-${section}]`).should("exist");
+    });
+  });
+});

From c1afb7ea2e04914e52566ed49a735b1b4a5daccd Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Tue, 5 May 2026 14:11:37 +0000
Subject: [PATCH 045/147] removed back log

---
 .devcontainer/Dockerfile        |  3 ---
 .devcontainer/devcontainer.json |  4 ++--
 .mcp.json                       |  9 ---------
 CLAUDE.md                       | 22 ----------------------
 backlog/config.yml              | 14 --------------
 5 files changed, 2 insertions(+), 50 deletions(-)
 delete mode 100644 .mcp.json
 delete mode 100644 backlog/config.yml

diff --git a/.devcontainer/Dockerfile b/.devcontainer/Dockerfile
index 7aa4125..edca767 100644
--- a/.devcontainer/Dockerfile
+++ b/.devcontainer/Dockerfile
@@ -23,9 +23,6 @@ RUN curl -fsSL https://deb.nodesource.com/setup_22.x | bash - \
     && node -v \
     && npm -v
 
-# Install Backlog.md (task/todo CLI: https://github.com/MrLesk/Backlog.md)
-RUN npm install -g backlog.md
-
 # # Install aws
 # RUN curl "https://awscli.amazonaws.com/awscli-exe-linux-x86_64.zip" -o "awscliv2.zip"
 # RUN unzip awscliv2.zip
diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json
index f18f59b..a5add4e 100644
--- a/.devcontainer/devcontainer.json
+++ b/.devcontainer/devcontainer.json
@@ -6,8 +6,8 @@
   "workspaceFolder": "/workspaces/assessment-model",
   "initializeCommand": "docker network create shared-dev 2>/dev/null || true",
   "postStartCommand": "bash .devcontainer/post-install.sh",
-  "forwardPorts": [3000, 6420], # 3000 = Next.js, 6420 = Backlog.md browser
-  "appPort": ["3000:3000", "6420:6420"], # For devcontainer shell
+  "forwardPorts": [3000], # 3000 = Next.js
+  "appPort": ["3000:3000"], # For devcontainer shell
   "mounts": [
     // Optional, just makes getting from Downloads (local env) easier
     "source=${localEnv:HOME},target=/workspaces/home,type=bind"
diff --git a/.mcp.json b/.mcp.json
deleted file mode 100644
index ece32da..0000000
--- a/.mcp.json
+++ /dev/null
@@ -1,9 +0,0 @@
-{
-  "mcpServers": {
-    "backlog": {
-      "type": "stdio",
-      "command": "backlog",
-      "args": ["mcp", "start"]
-    }
-  }
-}
diff --git a/CLAUDE.md b/CLAUDE.md
index b8c1d54..6cbbf3f 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -8,26 +8,4 @@
 
 - `params` is a `Promise` — type as `{ params: Promise<{ ... }> }` and `await params` before destructuring.
 
-## Task tracking — Backlog.md
-
-- Project uses [Backlog.md](https://github.com/MrLesk/Backlog.md) for manual/human todos (CLI `backlog`, web UI on port 6420).
-- MCP server is wired via `.mcp.json` — tools exposed under the `backlog` server. Use those tools instead of shelling out when possible.
-- Tasks live as markdown under `backlog/tasks/`. Committed to git. Read them for context on outstanding manual work (env vars, IAM, infra) owed by humans.
-- To start the web UI during development: `backlog browser` (port 6420, forwarded by devcontainer).
-- Do NOT mirror Backlog.md tasks into Claude's internal todo system. Use one or the other — Backlog for durable cross-session work, internal todos for within-turn progress tracking.
-
-## Development workflow (spec-driven)
-
-Follow this loop for all feature work:
-
-1. **Decompose** — split user request into small Backlog tasks with acceptance criteria. One task = one PR = one session.
-2. **Plan first** — before writing code, research codebase and write implementation plan inside the task. Stop and wait for user approval.
-3. **Implement** — only after plan approved. One task at a time.
-4. **Verify** — run tests/lint, confirm output matches acceptance criteria.
-
-**Hard rules:**
-- Never start coding without an approved plan in the task.
-- Never work on multiple tasks in one session.
-- If task too big to finish in one session, split it first.
-
 
diff --git a/backlog/config.yml b/backlog/config.yml
deleted file mode 100644
index 66f9242..0000000
--- a/backlog/config.yml
+++ /dev/null
@@ -1,14 +0,0 @@
-project_name: "assessment-model"
-default_status: "To Do"
-statuses: ["To Do", "In Progress", "Done"]
-labels: []
-date_format: yyyy-mm-dd
-max_column_width: 20
-auto_open_browser: false
-default_port: 6420
-remote_operations: false
-auto_commit: false
-bypass_git_hooks: false
-check_active_branches: true
-active_branch_days: 30
-task_prefix: "task"

From 7d1e573965bf9ba86833e4fcb9f762e9bbd0fe8e Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Tue, 5 May 2026 14:21:20 +0000
Subject: [PATCH 046/147] refactor

---
 .../[uploadId]/StartAddressMatchingButton.tsx | 35 +++++++++----------
 .../[slug]/(portfolio)/bulk-upload/page.tsx   |  2 --
 2 files changed, 16 insertions(+), 21 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
index ffe6c51..8f12612 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
@@ -1,7 +1,7 @@
 "use client";
 
-import { useState } from "react";
 import { useRouter } from "next/navigation";
+import { useMutation } from "@tanstack/react-query";
 import { ArrowRightIcon } from "@heroicons/react/24/outline";
 
 interface Props {
@@ -12,14 +12,9 @@ interface Props {
 
 export default function StartAddressMatchingButton({ portfolioId, uploadId, filename }: Props) {
   const router = useRouter();
-  const [loading, setLoading] = useState(false);
-  const [error, setError] = useState<string | null>(null);
 
-  async function handleStart() {
-    setLoading(true);
-    setError(null);
-
-    try {
+  const { mutate, isPending, error } = useMutation({
+    mutationFn: async () => {
       const taskRes = await fetch("/api/tasks", {
         method: "POST",
         headers: { "Content-Type": "application/json" },
@@ -52,24 +47,22 @@ export default function StartAddressMatchingButton({ portfolioId, uploadId, file
         const data = await matchRes.json().catch(() => ({}));
         throw new Error(data.error ?? "Failed to start address matching");
       }
-
+    },
+    onSuccess: () => {
       router.refresh();
-    } catch (err) {
-      setError(err instanceof Error ? err.message : "Something went wrong");
-      setLoading(false);
-    }
-  }
+    },
+  });
 
   return (
     <div className="mt-4">
       <button
-        onClick={handleStart}
-        disabled={loading}
+        onClick={() => mutate()}
+        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 ${
-          loading ? "opacity-50 cursor-not-allowed" : "hover:opacity-90"
+          isPending ? "opacity-50 cursor-not-allowed" : "hover:opacity-90"
         }`}
       >
-        {loading ? (
+        {isPending ? (
           <>
             <span className="w-4 h-4 rounded-full border-2 border-white border-t-transparent animate-spin" />
             Starting…
@@ -81,7 +74,11 @@ export default function StartAddressMatchingButton({ portfolioId, uploadId, file
           </>
         )}
       </button>
-      {error && <p className="mt-2 text-xs text-red-500">{error}</p>}
+      {error && (
+        <p className="mt-2 text-xs text-red-500">
+          {error instanceof Error ? error.message : "Something went wrong"}
+        </p>
+      )}
     </div>
   );
 }
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx
index cc5a949..281f574 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx
@@ -1,5 +1,3 @@
-"use server";
-
 import { db } from "@/app/db/db";
 import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
 import { eq, desc } from "drizzle-orm";

From b8befe56fe38975a03e9d71135494026c768e27b Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 14:33:59 +0000
Subject: [PATCH 047/147] add deal-properties PATCH endpoint and update service

---
 .../[portfolioId]/deal-properties/route.ts    | 115 +++++++
 src/app/lib/dealPropertyUpdate.test.ts        | 161 ++++++++++
 src/app/lib/dealPropertyUpdate.ts             | 296 ++++++++++++++++++
 3 files changed, 572 insertions(+)
 create mode 100644 src/app/api/portfolio/[portfolioId]/deal-properties/route.ts
 create mode 100644 src/app/lib/dealPropertyUpdate.test.ts
 create mode 100644 src/app/lib/dealPropertyUpdate.ts

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..7cfc348
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/deal-properties/route.ts
@@ -0,0 +1,115 @@
+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 { 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 },
+    );
+  }
+
+  try {
+    const outcome = await applyDealPropertyUpdate({
+      dealId,
+      fields,
+      role,
+    });
+
+    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/lib/dealPropertyUpdate.test.ts b/src/app/lib/dealPropertyUpdate.test.ts
new file mode 100644
index 0000000..b36d807
--- /dev/null
+++ b/src/app/lib/dealPropertyUpdate.test.ts
@@ -0,0 +1,161 @@
+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("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",
+    );
+  });
+
+  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("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..0ec2aa4
--- /dev/null
+++ b/src/app/lib/dealPropertyUpdate.ts
@@ -0,0 +1,296 @@
+/**
+ * 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
+// -----------------------------------------------------------------------
+
+/** Roles ordered from most permissive to least. */
+export type DealPropertyRole = "read" | "write" | "admin" | "creator";
+
+/** Roles that satisfy a "write or above" requirement. */
+export const WRITE_OR_ABOVE_ROLES: ReadonlyArray<DealPropertyRole> = [
+  "write",
+  "admin",
+  "creator",
+];
+
+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;
+  });
+
+type DateColumn = typeof hubspotDealData.pibiOrderDate;
+type TextColumn = typeof hubspotDealData.propertyHaltedReason;
+type BoolColumn = typeof hubspotDealData.domnaSurveyRequired;
+
+type ColumnFor<T> = T extends Date | null
+  ? DateColumn
+  : T extends string | null
+    ? TextColumn
+    : T extends boolean | null
+      ? BoolColumn
+      : 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);
+
+const booleanToHubspot = (b: boolean | null): string =>
+  b === null ? "" : b ? "true" : "false";
+
+// -- 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>,
+  // -- Slot for issue #255 (halted state) ----------------------------------
+  // property_halted_date / property_halted_reason will plug in here.
+  // -- Slot for issue #256 (Domna survey type / date) ----------------------
+  // domna_survey_type / domna_survey_date will plug in here.
+} as const;
+
+void stringToHubspot;
+void booleanToHubspot;
+
+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);
+}
+
+export function roleAllowedForField(
+  field: DealPropertyFieldKey,
+  role: string | null | undefined,
+): boolean {
+  if (!role) return false;
+  return (DEAL_PROPERTY_FIELDS[field].allowedRoles as ReadonlyArray<string>).includes(role);
+}
+
+// -----------------------------------------------------------------------
+// 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;
+  /**
+   * 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)) {
+      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;
+}

From 3d08a423a6d8881e0dc1efbe27bc9941513cc255 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 14:34:05 +0000
Subject: [PATCH 048/147] add editable PIBI dates section and cypress spec

---
 cypress/e2e/live-tracking/pibi-dates.cy.js    |  98 +++++++
 .../live/PropertyDetailDrawer.tsx             | 264 ++++++++++++++++--
 2 files changed, 341 insertions(+), 21 deletions(-)
 create mode 100644 cypress/e2e/live-tracking/pibi-dates.cy.js

diff --git a/cypress/e2e/live-tracking/pibi-dates.cy.js b/cypress/e2e/live-tracking/pibi-dates.cy.js
new file mode 100644
index 0000000..84098ab
--- /dev/null
+++ b/cypress/e2e/live-tracking/pibi-dates.cy.js
@@ -0,0 +1,98 @@
+/**
+ * Live Tracking — PIBI dates editor (issue #252)
+ *
+ * Verifies the write-role flow on the PIBI section of the property detail
+ * drawer: a `write` user can pick PIBI order and completion dates, hit
+ * Save, and the chosen dates are still reflected after the page is
+ * reloaded (i.e. the values were persisted server-side).
+ *
+ * The spec assumes an authenticated `write` session can be reused (or the
+ * test harness logs in via the same flow as the rest of the suite). The
+ * target portfolio slug + a deal id with PIBI fields editable for the
+ * write 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_PIBI_DEAL_NAME");
+
+const ORDER_DATE = "2025-03-12";
+const COMPLETED_DATE = "2025-04-02";
+
+describe("PIBI dates editor — 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 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");
+    cy.get("[data-testid=drawer-section-pibi]").should("exist");
+  }
+
+  it("lets a write user set PIBI order + completion dates and persists them across reload", () => {
+    openDrawerForTargetDeal();
+
+    // Both date inputs render for write+ users.
+    cy.get("[data-testid=pibi-order-date-input]").should("be.visible");
+    cy.get("[data-testid=pibi-completed-date-input]").should("be.visible");
+
+    cy.get("[data-testid=pibi-order-date-input]")
+      .clear()
+      .type(ORDER_DATE);
+    cy.get("[data-testid=pibi-completed-date-input]")
+      .clear()
+      .type(COMPLETED_DATE);
+
+    // Save button should be enabled once values change.
+    cy.get("[data-testid=pibi-save-button]")
+      .should("not.be.disabled")
+      .click();
+
+    // Saving completes — the button label flips back from "Saving…" to
+    // "Save PIBI Dates" and no error banner is shown.
+    cy.get("[data-testid=pibi-save-button]").should(
+      "contain.text",
+      "Save PIBI Dates",
+    );
+    cy.get("[data-testid=pibi-error]").should("not.exist");
+
+    // Optimistic update — the inputs already reflect the new values.
+    cy.get("[data-testid=pibi-order-date-input]").should(
+      "have.value",
+      ORDER_DATE,
+    );
+    cy.get("[data-testid=pibi-completed-date-input]").should(
+      "have.value",
+      COMPLETED_DATE,
+    );
+
+    // Reload the page and reopen the drawer — the persisted values must
+    // still be there.
+    cy.reload();
+    openDrawerForTargetDeal();
+
+    cy.get("[data-testid=pibi-order-date-input]").should(
+      "have.value",
+      ORDER_DATE,
+    );
+    cy.get("[data-testid=pibi-completed-date-input]").should(
+      "have.value",
+      COMPLETED_DATE,
+    );
+  });
+});
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 70f5989..b2c3dea 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import { useEffect, useRef, useState } from "react";
+import { useEffect, useMemo, useRef, useState } from "react";
 import { useQuery, useQueryClient } from "@tanstack/react-query";
 import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw } from "lucide-react";
 import {
@@ -477,6 +477,221 @@ function MilestoneTimeline({ deal }: { deal: ClassifiedDeal }) {
   );
 }
 
+// -----------------------------------------------------------------------
+// PIBI section — editable date pickers for write+ users (issue #252)
+// -----------------------------------------------------------------------
+
+/** Renders a `<input type="date">` value (yyyy-mm-dd) from a Date|string|null. */
+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 "";
+    // Use the date components (no timezone shift) so the picker shows the
+    // date the user originally selected.
+    const yyyy = date.getUTCFullYear();
+    const mm = String(date.getUTCMonth() + 1).padStart(2, "0");
+    const dd = String(date.getUTCDate()).padStart(2, "0");
+    return `${yyyy}-${mm}-${dd}`;
+  } catch {
+    return "";
+  }
+}
+
+/**
+ * Convert a yyyy-mm-dd value from the date input into an ISO string at UTC
+ * midnight, or null if the field has been cleared. We anchor to UTC so the
+ * date round-trips cleanly through HubSpot, which uses date-only properties.
+ */
+function dateInputToIso(value: string): string | null {
+  if (!value) return null;
+  return new Date(`${value}T00:00:00.000Z`).toISOString();
+}
+
+interface PibiDatesEditorProps {
+  dealId: string;
+  portfolioId: string;
+  /** Initial (server-provided) values, used when no optimistic update yet. */
+  initialOrderDate: Date | string | null;
+  initialCompletedDate: Date | string | null;
+  /** True when the user can write (creator/admin/write). */
+  canEdit: boolean;
+}
+
+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);
+
+  // Reset values when the user opens a different deal in the same drawer
+  // session.
+  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);
+    }
+    // Optimistic update — surface the new values immediately.
+    const prevOrder = savedOrder;
+    const prevCompleted = savedCompleted;
+    setSavedOrder(orderValue);
+    setSavedCompleted(completedValue);
+
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/deal-properties`,
+        {
+          method: "PATCH",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ dealId, fields }),
+        },
+      );
+      if (!res.ok) {
+        // Revert on hard failure so the UI stays truthful.
+        setSavedOrder(prevOrder);
+        setSavedCompleted(prevCompleted);
+        setOrderValue(prevOrder);
+        setCompletedValue(prevCompleted);
+        const json = await res.json().catch(() => ({}));
+        setError(
+          typeof json.error === "string"
+            ? json.error
+            : "Failed to update PIBI dates",
+        );
+        return;
+      }
+      const json = (await res.json()) as {
+        results: Record<string, { ok: boolean; error?: string }>;
+        hubspotSync: "ok" | "failed" | "skipped";
+        hubspotError?: string;
+      };
+      // Per-field errors win over a global HubSpot failure.
+      const fieldErrors = Object.entries(json.results ?? {})
+        .filter(([, r]) => !r.ok)
+        .map(([k, r]) => `${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>
+  );
+}
+
 // -----------------------------------------------------------------------
 // PropertyDetailDrawer — main component
 // -----------------------------------------------------------------------
@@ -680,29 +895,36 @@ export default function PropertyDetailDrawer({
                 </div>
               </div>
 
-              {/* PIBI section */}
+              {/* PIBI section — editable date pickers for write+ users (issue #252) */}
               <div ref={(el) => { sectionRefs.current.pibi = el; }}>
                 <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
-                <div className="divide-y divide-gray-50">
-                  <InfoRow label="PIBI Order Date" value={formatDate(deal.pibiOrderDate)} />
-                  <InfoRow label="PIBI Completed Date" value={formatDate(deal.pibiCompletedDate)} />
-                  <InfoRow
-                    label="Measures for PIBI"
-                    value={
-                      pibiMeasures.length > 0 ? (
-                        <span className="flex flex-wrap gap-1.5">
-                          {pibiMeasures.map((m) => (
-                            <span
-                              key={m}
-                              className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
-                            >
-                              {m}
-                            </span>
-                          ))}
-                        </span>
-                      ) : null
-                    }
+                <div className="space-y-3">
+                  <PibiDatesEditor
+                    dealId={deal.dealId}
+                    portfolioId={portfolioId}
+                    initialOrderDate={deal.pibiOrderDate}
+                    initialCompletedDate={deal.pibiCompletedDate}
+                    canEdit={WRITE_ROLES.includes(userRole)}
                   />
+                  {pibiMeasures.length > 0 && (
+                    <div className="divide-y divide-gray-50">
+                      <InfoRow
+                        label="Measures for PIBI"
+                        value={
+                          <span className="flex flex-wrap gap-1.5">
+                            {pibiMeasures.map((m) => (
+                              <span
+                                key={m}
+                                className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
+                              >
+                                {m}
+                              </span>
+                            ))}
+                          </span>
+                        }
+                      />
+                    </div>
+                  )}
                 </div>
               </div>
 

From e020b3fd835f10e670268f0a0aee5adaaf8b3704 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:24:43 +0000
Subject: [PATCH 049/147] add halted state fields and approver capability gate

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 .../[portfolioId]/deal-properties/route.ts    |  19 ++-
 src/app/lib/dealPropertyUpdate.test.ts        | 148 ++++++++++++++++++
 src/app/lib/dealPropertyUpdate.ts             |  75 ++++++++-
 3 files changed, 233 insertions(+), 9 deletions(-)

diff --git a/src/app/api/portfolio/[portfolioId]/deal-properties/route.ts b/src/app/api/portfolio/[portfolioId]/deal-properties/route.ts
index 7cfc348..f85b772 100644
--- a/src/app/api/portfolio/[portfolioId]/deal-properties/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/deal-properties/route.ts
@@ -5,7 +5,10 @@ import { z } from "zod";
 
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
 import { db } from "@/app/db/db";
-import { portfolioUsers } from "@/app/db/schema/portfolio";
+import {
+  portfolioCapabilities,
+  portfolioUsers,
+} from "@/app/db/schema/portfolio";
 import { user } from "@/app/db/schema/users";
 import { applyDealPropertyUpdate } from "@/app/lib/dealPropertyUpdate";
 
@@ -97,11 +100,25 @@ export async function PATCH(
     );
   }
 
+  // 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);
diff --git a/src/app/lib/dealPropertyUpdate.test.ts b/src/app/lib/dealPropertyUpdate.test.ts
index b36d807..0eb72bc 100644
--- a/src/app/lib/dealPropertyUpdate.test.ts
+++ b/src/app/lib/dealPropertyUpdate.test.ts
@@ -18,6 +18,28 @@ describe("DEAL_PROPERTY_FIELDS registry", () => {
     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("maps each registered field to the matching HubSpot property", () => {
     expect(DEAL_PROPERTY_FIELDS.pibi_order_date.hubspotProperty).toBe(
       "pibi_order_date",
@@ -25,6 +47,12 @@ describe("DEAL_PROPERTY_FIELDS registry", () => {
     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",
+    );
   });
 
   it("rejects unknown fields", () => {
@@ -140,6 +168,126 @@ describe("applyDealPropertyUpdate", () => {
     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("surfaces HubSpot push failures back to the caller", async () => {
     const updateDb = vi.fn().mockResolvedValue(undefined);
     const pushHubspot = vi
diff --git a/src/app/lib/dealPropertyUpdate.ts b/src/app/lib/dealPropertyUpdate.ts
index 0ec2aa4..f674bda 100644
--- a/src/app/lib/dealPropertyUpdate.ts
+++ b/src/app/lib/dealPropertyUpdate.ts
@@ -25,8 +25,19 @@ import { getHubSpotClient } from "@/app/lib/hubspot/client";
 // Field registry
 // -----------------------------------------------------------------------
 
-/** Roles ordered from most permissive to least. */
-export type DealPropertyRole = "read" | "write" | "admin" | "creator";
+/**
+ * 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> = [
@@ -35,6 +46,13 @@ export const WRITE_OR_ABOVE_ROLES: ReadonlyArray<DealPropertyRole> = [
   "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) => {
@@ -47,6 +65,15 @@ const isoDateSchema = z
     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 BoolColumn = typeof hubspotDealData.domnaSurveyRequired;
@@ -107,13 +134,26 @@ export const DEAL_PROPERTY_FIELDS = {
     dbColumn: hubspotDealData.pibiCompletedDate,
     toHubspot: dateToHubspot,
   } satisfies DealPropertyFieldDef<Date | null>,
-  // -- Slot for issue #255 (halted state) ----------------------------------
-  // property_halted_date / property_halted_reason will plug in here.
+  // -- 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>,
   // -- Slot for issue #256 (Domna survey type / date) ----------------------
   // domna_survey_type / domna_survey_date will plug in here.
 } as const;
 
-void stringToHubspot;
 void booleanToHubspot;
 
 export type DealPropertyFieldKey = keyof typeof DEAL_PROPERTY_FIELDS;
@@ -124,12 +164,24 @@ export function isDealPropertyField(
   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 {
-  if (!role) return false;
-  return (DEAL_PROPERTY_FIELDS[field].allowedRoles as ReadonlyArray<string>).includes(role);
+  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;
 }
 
 // -----------------------------------------------------------------------
@@ -194,6 +246,13 @@ export interface UpdateDealPropertiesInput {
   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`.
@@ -235,7 +294,7 @@ export async function applyDealPropertyUpdate(
       results[key] = { ok: false, error: "Field not editable" };
       continue;
     }
-    if (!roleAllowedForField(key, input.role)) {
+    if (!roleAllowedForField(key, input.role, input.capabilities)) {
       results[key] = { ok: false, error: "Insufficient permissions" };
       continue;
     }

From 3070f2c763f3ed5b84acbabd7bd72c2cde527144 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:26:18 +0000
Subject: [PATCH 050/147] add editable halted state section and cypress spec

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 cypress/e2e/live-tracking/halted-state.cy.js  | 107 ++++++++
 .../live/PropertyDetailDrawer.tsx             | 251 +++++++++++++++++-
 2 files changed, 353 insertions(+), 5 deletions(-)
 create mode 100644 cypress/e2e/live-tracking/halted-state.cy.js

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..8249ebe
--- /dev/null
+++ b/cypress/e2e/live-tracking/halted-state.cy.js
@@ -0,0 +1,107 @@
+/**
+ * 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");
+    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/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
index b2c3dea..43a3a0e 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -692,6 +692,244 @@ function PibiDatesEditor({
   );
 }
 
+// -----------------------------------------------------------------------
+// Halted section — editable for approvers (issue #255)
+// -----------------------------------------------------------------------
+interface HaltedEditorProps {
+  dealId: string;
+  portfolioId: string;
+  initialHaltedDate: Date | string | null;
+  initialHaltedReason: string | null;
+  /** True when the user has the approver capability on this portfolio. */
+  canEdit: boolean;
+}
+
+function HaltedEditor({
+  dealId,
+  portfolioId,
+  initialHaltedDate,
+  initialHaltedReason,
+  canEdit,
+}: HaltedEditorProps) {
+  const initialDate = useMemo(
+    () => toDateInputValue(initialHaltedDate),
+    [initialHaltedDate],
+  );
+  const initialReason = initialHaltedReason ?? "";
+
+  const [dateValue, setDateValue] = useState(initialDate);
+  const [reasonValue, setReasonValue] = useState(initialReason);
+  const [savedDate, setSavedDate] = useState(initialDate);
+  const [savedReason, setSavedReason] = useState(initialReason);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  // Reset state when the drawer switches deals.
+  useEffect(() => {
+    setDateValue(initialDate);
+    setSavedDate(initialDate);
+  }, [initialDate]);
+  useEffect(() => {
+    setReasonValue(initialReason);
+    setSavedReason(initialReason);
+  }, [initialReason]);
+
+  const dirty = dateValue !== savedDate || reasonValue !== savedReason;
+  const isHalted = !!savedDate;
+
+  /**
+   * Send the supplied delta to the deal-properties endpoint. Used both by
+   * Save (sends only changed fields) and Resume (sends only the date null).
+   */
+  async function patchFields(fields: Record<string, string | null>) {
+    setSubmitting(true);
+    setError(null);
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/deal-properties`,
+        {
+          method: "PATCH",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ dealId, fields }),
+        },
+      );
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        return {
+          ok: false as const,
+          error:
+            typeof json.error === "string"
+              ? json.error
+              : "Failed to update halted state",
+        };
+      }
+      const json = (await res.json()) as {
+        results: Record<string, { ok: boolean; error?: string }>;
+        hubspotSync: "ok" | "failed" | "skipped";
+        hubspotError?: string;
+      };
+      const fieldErrors = Object.entries(json.results ?? {})
+        .filter(([, r]) => !r.ok)
+        .map(([k, r]) => `${k}: ${r.error ?? "rejected"}`);
+      if (fieldErrors.length > 0) {
+        return { ok: false as const, error: fieldErrors.join("; ") };
+      }
+      if (json.hubspotSync === "failed") {
+        return {
+          ok: true as const,
+          warning: json.hubspotError
+            ? `Saved locally — HubSpot sync failed: ${json.hubspotError}`
+            : "Saved locally — HubSpot sync failed",
+        };
+      }
+      return { ok: true as const };
+    } catch (err) {
+      return {
+        ok: false as const,
+        error:
+          err instanceof Error ? err.message : "Failed to update halted state",
+      };
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  async function handleSave() {
+    if (!dirty) return;
+    const fields: Record<string, string | null> = {};
+    if (dateValue !== savedDate) {
+      fields.property_halted_date = dateInputToIso(dateValue);
+    }
+    if (reasonValue !== savedReason) {
+      fields.property_halted_reason = reasonValue.trim() === "" ? null : reasonValue;
+    }
+    // Optimistic update.
+    const prevDate = savedDate;
+    const prevReason = savedReason;
+    setSavedDate(dateValue);
+    setSavedReason(reasonValue);
+
+    const result = await patchFields(fields);
+    if (!result.ok) {
+      setSavedDate(prevDate);
+      setSavedReason(prevReason);
+      setDateValue(prevDate);
+      setReasonValue(prevReason);
+      setError(result.error);
+      return;
+    }
+    if (result.warning) setError(result.warning);
+  }
+
+  async function handleResume() {
+    // Resume clears only the date — reason is preserved as the last-set
+    // value per acceptance criteria.
+    const prevDate = savedDate;
+    setSavedDate("");
+    setDateValue("");
+
+    const result = await patchFields({ property_halted_date: null });
+    if (!result.ok) {
+      setSavedDate(prevDate);
+      setDateValue(prevDate);
+      setError(result.error);
+      return;
+    }
+    if (result.warning) setError(result.warning);
+  }
+
+  if (!canEdit) {
+    return (
+      <div className="divide-y divide-gray-50">
+        <InfoRow
+          label="Property Halted Date"
+          value={formatDate(initialHaltedDate)}
+        />
+        <InfoRow label="Property Halted Reason" value={initialHaltedReason} />
+      </div>
+    );
+  }
+
+  return (
+    <div className="space-y-3">
+      {isHalted && (
+        <div
+          data-testid="halted-status-badge"
+          className="inline-flex items-center gap-1.5 px-2.5 py-1 rounded-full text-xs font-semibold border bg-amber-50 text-amber-700 border-amber-200"
+        >
+          <AlertTriangle className="h-3.5 w-3.5" />
+          Halted
+        </div>
+      )}
+      <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">
+            Property Halted Date
+          </span>
+          <input
+            type="date"
+            data-testid="halted-date-input"
+            value={dateValue}
+            onChange={(e) => setDateValue(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-amber-200 focus:border-amber-300"
+          />
+        </label>
+      </div>
+      <label className="flex flex-col gap-1">
+        <span className="text-xs text-gray-500 font-medium">
+          Reason
+        </span>
+        <textarea
+          data-testid="halted-reason-input"
+          value={reasonValue}
+          onChange={(e) => setReasonValue(e.target.value)}
+          disabled={submitting}
+          rows={3}
+          className="rounded-lg border border-gray-200 px-3 py-2 text-xs text-gray-800 placeholder-gray-400 focus:outline-none focus:ring-2 focus:ring-amber-200 focus:border-amber-300 resize-none"
+          placeholder="Free-text reason for halting this property"
+        />
+      </label>
+      <div className="flex flex-wrap items-center justify-between gap-3">
+        <p className="text-[11px] text-gray-400">
+          Setting a date marks the property as halted. Resume clears the date
+          but keeps the reason.
+        </p>
+        <div className="flex items-center gap-2">
+          {isHalted && (
+            <button
+              type="button"
+              data-testid="halted-resume-button"
+              onClick={handleResume}
+              disabled={submitting}
+              className="text-xs font-medium px-3 py-1.5 rounded-lg border border-emerald-200 text-emerald-700 bg-white hover:bg-emerald-50 disabled:opacity-50 transition-colors"
+            >
+              {submitting ? "Working…" : "Resume"}
+            </button>
+          )}
+          <button
+            type="button"
+            data-testid="halted-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 Halted State"}
+          </button>
+        </div>
+      </div>
+      {error && (
+        <p
+          data-testid="halted-error"
+          className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg"
+        >
+          {error}
+        </p>
+      )}
+    </div>
+  );
+}
+
 // -----------------------------------------------------------------------
 // PropertyDetailDrawer — main component
 // -----------------------------------------------------------------------
@@ -937,13 +1175,16 @@ export default function PropertyDetailDrawer({
                 </div>
               </div>
 
-              {/* Halted section */}
+              {/* Halted section — editable for approvers (issue #255) */}
               <div ref={(el) => { sectionRefs.current.halted = el; }}>
                 <SectionHeader id="halted" label={SECTION_TITLES.halted} />
-                <div className="divide-y divide-gray-50">
-                  <InfoRow label="Property Halted Date" value={formatDate(deal.propertyHaltedDate)} />
-                  <InfoRow label="Property Halted Reason" value={deal.propertyHaltedReason} />
-                </div>
+                <HaltedEditor
+                  dealId={deal.dealId}
+                  portfolioId={portfolioId}
+                  initialHaltedDate={deal.propertyHaltedDate}
+                  initialHaltedReason={deal.propertyHaltedReason ?? null}
+                  canEdit={userCapability.includes("approver")}
+                />
               </div>
 
               {/* Technical Approved section */}

From 73a365468a59604376f9aba4acf95a52065f8cde Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:37:38 +0000
Subject: [PATCH 051/147] migrate domna_survey_required -> domna_survey_type

Drops the too-coarse boolean column and adds a free-text
`domna_survey_type` column on hubspot_deal_data so an approver can record
the survey kind directly. Updates the Drizzle schema, the HubspotDeal
type, and the live-tracking page mapping to expose the new column.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 .../db/migrations/0193_domna_survey_type.sql  |    2 +
 src/app/db/migrations/meta/0193_snapshot.json | 8746 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 src/app/db/schema/crm/hubspot_deal_table.ts   |    4 +-
 .../(portfolio)/your-projects/live/page.tsx   |    5 +-
 .../(portfolio)/your-projects/live/types.ts   |    3 -
 6 files changed, 8758 insertions(+), 9 deletions(-)
 create mode 100644 src/app/db/migrations/0193_domna_survey_type.sql
 create mode 100644 src/app/db/migrations/meta/0193_snapshot.json

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..d2604eb
--- /dev/null
+++ b/src/app/db/migrations/0193_domna_survey_type.sql
@@ -0,0 +1,2 @@
+ALTER TABLE "hubspot_deal_data" DROP COLUMN IF EXISTS "domna_survey_required";--> statement-breakpoint
+ALTER TABLE "hubspot_deal_data" ADD COLUMN "domna_survey_type" text;
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
+    },
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+      "checkConstraints": {},
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+          "default": "gen_random_uuid()"
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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": "condensing",
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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",
+          "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": {
+          "name": "installed_measures_sap_point_adjustment",
+          "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": {
+          "name": "original_sap_points",
+          "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"
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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",
+          "with": {}
+        }
+      },
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+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
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+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+        },
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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",
+          "primaryKey": false,
+          "notNull": false
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+        "walls_rating": {
+          "name": "walls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof": {
+          "name": "roof",
+          "type": "text",
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+          "notNull": false
+        },
+        "roof_rating": {
+          "name": "roof_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "floor",
+          "type": "text",
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+        },
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+          "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
+        },
+        "heating_rating": {
+          "name": "heating_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
+        "heating_controls": {
+          "name": "heating_controls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls_rating": {
+          "name": "heating_controls_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water": {
+          "name": "hot_water",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_rating": {
+          "name": "hot_water_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation": {
+          "name": "ventilation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "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",
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+          "notNull": false
+        },
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+          "name": "number_heated_rooms",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "heat_loss_corridor",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "unheated_corridor_length",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "number_of_open_fireplaces",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "number_of_extensions",
+          "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
+        },
+        "energy_tariff": {
+          "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
+        },
+        "estimated": {
+          "name": "estimated",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
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+          "notNull": false,
+          "default": false
+        },
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+          "name": "sap_05_score",
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+          "notNull": false
+        },
+        "sap_05_epc_rating": {
+          "name": "sap_05_epc_rating",
+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cost_current": {
+          "name": "heating_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "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",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_primary_energy_consumption": {
+          "name": "original_primary_energy_consumption",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_current_energy_demand": {
+          "name": "original_current_energy_demand",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "original_current_energy_demand_heating_hotwater": {
+          "name": "original_current_energy_demand_heating_hotwater",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_co2_adjustment": {
+          "name": "installed_measures_co2_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_energy_demand_adjustment": {
+          "name": "installed_measures_energy_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_total_energy_bill_adjustment": {
+          "name": "installed_measures_total_energy_bill_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "installed_measures_heat_demand_adjustment": {
+          "name": "installed_measures_heat_demand_adjustment",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_epc_adjusted_for_installed_measures": {
+          "name": "is_epc_adjusted_for_installed_measures",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false,
+          "default": false
+        },
+        "lodged_co2_emissions": {
+          "name": "lodged_co2_emissions",
+          "type": "real",
+          "primaryKey": false,
+          "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": {
+        "uq_property_details_epc_property_portfolio": {
+          "name": "uq_property_details_epc_property_portfolio",
+          "columns": [
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+              "expression": "property_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
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+              "asc": true,
+              "nulls": "last"
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+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
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+          "tableFrom": "property_details_epc",
+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "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"
+          ],
+          "onDelete": "no action",
+          "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
+        }
+      },
+      "indexes": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_spatial": {
+      "name": "property_details_spatial",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "x_coordinate": {
+          "name": "x_coordinate",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "y_coordinate": {
+          "name": "y_coordinate",
+          "type": "real",
+          "primaryKey": false,
+          "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",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_listed_building": {
+          "name": "is_listed_building",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "is_heritage_building": {
+          "name": "is_heritage_building",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
+        "uq_property_details_spatial_uprn": {
+          "name": "uq_property_details_spatial_uprn",
+          "columns": [
+            {
+              "expression": "uprn",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_targets": {
+      "name": "property_targets",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "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",
+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
+        "epc": {
+          "name": "epc",
+          "type": "epc",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heat_demand": {
+          "name": "heat_demand",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {
+        "property_targets_property_id_property_id_fk": {
+          "name": "property_targets_property_id_property_id_fk",
+          "tableFrom": "property_targets",
+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
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+        "floor_level_front_door",
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+        "asbestos",
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+        "ccu",
+        "passenger_lift",
+        "stairlift",
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+        "flat_roof_covering",
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+        "garage_roof",
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+        "external_wall",
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+        "primary_wall",
+        "secondary_wall",
+        "downpipes",
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+        "spandrel_panels",
+        "garage_walls",
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+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
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+        "communal_windows",
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+        "store_windows",
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+        "garage_and_store_windows",
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+        "garage_door",
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+        "communal_entrance_door",
+        "main_door",
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 6d18f5d..fe79b08 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1352,6 +1352,13 @@
       "when": 1777576507360,
       "tag": "0192_colorful_quasimodo",
       "breakpoints": true
+    },
+    {
+      "idx": 193,
+      "version": "7",
+      "when": 1777750000000,
+      "tag": "0193_domna_survey_type",
+      "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 607269f..7bdf64f 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, boolean } from "drizzle-orm/pg-core";
+import { pgTable, uuid, text, timestamp } from "drizzle-orm/pg-core";
 import { InferModel } from "drizzle-orm";
 
 export const hubspotDealData = pgTable("hubspot_deal_data", {
@@ -66,7 +66,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", {
   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 })
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 5dbf7ca..d7c31bf 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -84,10 +84,7 @@ function mapDbRowToHubspotDeal(row: DealRow): HubspotDeal {
     propertyHaltedDate: d.propertyHaltedDate,
     propertyHaltedReason: d.propertyHaltedReason,
     technicalApprovedMeasuresForInstall: d.technicalApprovedMeasuresForInstall,
-    // domna_survey_type column does not exist on the schema yet (slice 7) —
-    // surface null and let the drawer fall back to the legacy boolean.
-    domnaSurveyType: null,
-    domnaSurveyRequired: d.domnaSurveyRequired,
+    domnaSurveyType: d.domnaSurveyType,
     domnaSurveyDate: d.domnaSurveyDate,
     createdAt: d.createdAt,
     updatedAt: d.updatedAt,
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
index 9b775af..c03caa9 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
@@ -61,10 +61,7 @@ export type HubspotDeal = {
   propertyHaltedDate: Date | null;
   propertyHaltedReason: string | null;
   technicalApprovedMeasuresForInstall: string | null;
-  // domnaSurveyType is the new text column added in slice 7. It may not yet
-  // exist in the schema; until then the legacy boolean is used as a fallback.
   domnaSurveyType: string | null;
-  domnaSurveyRequired: boolean | null;
   domnaSurveyDate: Date | null;
 
   createdAt: Date;

From 1336d90c8d344162928fb84c6dd633cae7a5f1fa Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:37:57 +0000
Subject: [PATCH 052/147] add domna survey fields to deal-properties registry

Plug `domna_survey_type` and `domna_survey_date` into
DEAL_PROPERTY_FIELDS, gated on the approver capability and reusing the
shared string-or-null + ISO date schemas. Drops the now-unused boolean
column types from the field registry. Vitest cases cover validation,
capability gating, HubSpot mapping, independent setting and clear-to-null.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 src/app/lib/dealPropertyUpdate.test.ts | 169 +++++++++++++++++++++++++
 src/app/lib/dealPropertyUpdate.ts      |  28 ++--
 2 files changed, 186 insertions(+), 11 deletions(-)

diff --git a/src/app/lib/dealPropertyUpdate.test.ts b/src/app/lib/dealPropertyUpdate.test.ts
index 0eb72bc..2f092b5 100644
--- a/src/app/lib/dealPropertyUpdate.test.ts
+++ b/src/app/lib/dealPropertyUpdate.test.ts
@@ -40,6 +40,27 @@ describe("DEAL_PROPERTY_FIELDS registry", () => {
     ).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",
@@ -53,6 +74,12 @@ describe("DEAL_PROPERTY_FIELDS registry", () => {
     expect(DEAL_PROPERTY_FIELDS.property_halted_reason.hubspotProperty).toBe(
       "property_halted_reason",
     );
+    expect(DEAL_PROPERTY_FIELDS.domna_survey_type.hubspotProperty).toBe(
+      "domna_survey_type",
+    );
+    expect(DEAL_PROPERTY_FIELDS.domna_survey_date.hubspotProperty).toBe(
+      "domna_survey_date",
+    );
   });
 
   it("rejects unknown fields", () => {
@@ -288,6 +315,148 @@ describe("applyDealPropertyUpdate", () => {
     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.domna_survey_type).toBe(surveyType);
+    expect(props.domna_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.domna_survey_type).toBe("Standard");
+    expect("domna_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.domna_survey_date).toBe(
+      String(new Date(surveyIso).getTime()),
+    );
+    expect("domna_survey_type" 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.domna_survey_type).toBe("");
+    expect(props.domna_survey_date).toBe("");
+  });
+
   it("surfaces HubSpot push failures back to the caller", async () => {
     const updateDb = vi.fn().mockResolvedValue(undefined);
     const pushHubspot = vi
diff --git a/src/app/lib/dealPropertyUpdate.ts b/src/app/lib/dealPropertyUpdate.ts
index f674bda..5aaf122 100644
--- a/src/app/lib/dealPropertyUpdate.ts
+++ b/src/app/lib/dealPropertyUpdate.ts
@@ -76,15 +76,12 @@ const stringOrNullSchema = z
 
 type DateColumn = typeof hubspotDealData.pibiOrderDate;
 type TextColumn = typeof hubspotDealData.propertyHaltedReason;
-type BoolColumn = typeof hubspotDealData.domnaSurveyRequired;
 
 type ColumnFor<T> = T extends Date | null
   ? DateColumn
   : T extends string | null
     ? TextColumn
-    : T extends boolean | null
-      ? BoolColumn
-      : never;
+    : never;
 
 interface DealPropertyFieldDef<TParsed = unknown> {
   /** Schema used to parse the incoming JSON value. */
@@ -113,9 +110,6 @@ const dateToHubspot = (d: Date | null): string =>
 
 const stringToHubspot = (s: string | null): string => (s === null ? "" : s);
 
-const booleanToHubspot = (b: boolean | null): string =>
-  b === null ? "" : b ? "true" : "false";
-
 // -- 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.
@@ -150,12 +144,24 @@ export const DEAL_PROPERTY_FIELDS = {
     dbColumn: hubspotDealData.propertyHaltedReason,
     toHubspot: stringToHubspot,
   } satisfies DealPropertyFieldDef<string | null>,
-  // -- Slot for issue #256 (Domna survey type / date) ----------------------
-  // domna_survey_type / domna_survey_date will plug in here.
+  // -- Domna survey (issue #256) -------------------------------------------
+  // Approver capability gates these — write role alone is not sufficient.
+  domna_survey_type: {
+    schema: stringOrNullSchema,
+    allowedRoles: APPROVER_ROLES,
+    hubspotProperty: "domna_survey_type",
+    dbColumn: hubspotDealData.domnaSurveyType,
+    toHubspot: stringToHubspot,
+  } satisfies DealPropertyFieldDef<string | null>,
+  domna_survey_date: {
+    schema: isoDateSchema,
+    allowedRoles: APPROVER_ROLES,
+    hubspotProperty: "domna_survey_date",
+    dbColumn: hubspotDealData.domnaSurveyDate,
+    toHubspot: dateToHubspot,
+  } satisfies DealPropertyFieldDef<Date | null>,
 } as const;
 
-void booleanToHubspot;
-
 export type DealPropertyFieldKey = keyof typeof DEAL_PROPERTY_FIELDS;
 
 export function isDealPropertyField(

From a69dac1fcad8e5928183f9bfe40db9af75569a93 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:38:17 +0000
Subject: [PATCH 053/147] add editable domna survey section and cypress spec

Replaces the read-only Domna InfoRow block with a DomnaEditor that lets
approvers set a free-text survey type and a survey date with optimistic
update + error surfacing, mirroring the halted-state editor. Non-approvers
keep the read-only InfoRow view. Cypress spec covers the approver flow
end-to-end with a reload-persistence check.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 cypress/e2e/live-tracking/domna-survey.cy.js  | 100 +++++++++
 .../live/PropertyDetailDrawer.tsx             | 203 ++++++++++++++++--
 2 files changed, 288 insertions(+), 15 deletions(-)
 create mode 100644 cypress/e2e/live-tracking/domna-survey.cy.js

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..cf5ec53
--- /dev/null
+++ b/cypress/e2e/live-tracking/domna-survey.cy.js
@@ -0,0 +1,100 @@
+/**
+ * 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");
+    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/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
index 43a3a0e..0d9bb7f 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -930,6 +930,186 @@ function HaltedEditor({
   );
 }
 
+// -----------------------------------------------------------------------
+// Domna section — editable for approvers (issue #256)
+// -----------------------------------------------------------------------
+interface DomnaEditorProps {
+  dealId: string;
+  portfolioId: string;
+  initialSurveyType: string | null;
+  initialSurveyDate: Date | string | null;
+  /** True when the user has the approver capability on this portfolio. */
+  canEdit: boolean;
+}
+
+function DomnaEditor({
+  dealId,
+  portfolioId,
+  initialSurveyType,
+  initialSurveyDate,
+  canEdit,
+}: DomnaEditorProps) {
+  const initialType = initialSurveyType ?? "";
+  const initialDate = useMemo(
+    () => toDateInputValue(initialSurveyDate),
+    [initialSurveyDate],
+  );
+
+  const [typeValue, setTypeValue] = useState(initialType);
+  const [dateValue, setDateValue] = useState(initialDate);
+  const [savedType, setSavedType] = useState(initialType);
+  const [savedDate, setSavedDate] = useState(initialDate);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  // Reset state when the drawer switches deals.
+  useEffect(() => {
+    setTypeValue(initialType);
+    setSavedType(initialType);
+  }, [initialType]);
+  useEffect(() => {
+    setDateValue(initialDate);
+    setSavedDate(initialDate);
+  }, [initialDate]);
+
+  const dirty = typeValue !== savedType || dateValue !== savedDate;
+
+  async function handleSave() {
+    if (!dirty) return;
+    setSubmitting(true);
+    setError(null);
+    const fields: Record<string, string | null> = {};
+    if (typeValue !== savedType) {
+      fields.domna_survey_type = typeValue.trim() === "" ? null : typeValue;
+    }
+    if (dateValue !== savedDate) {
+      fields.domna_survey_date = dateInputToIso(dateValue);
+    }
+    // Optimistic update.
+    const prevType = savedType;
+    const prevDate = savedDate;
+    setSavedType(typeValue);
+    setSavedDate(dateValue);
+
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/deal-properties`,
+        {
+          method: "PATCH",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ dealId, fields }),
+        },
+      );
+      if (!res.ok) {
+        setSavedType(prevType);
+        setSavedDate(prevDate);
+        setTypeValue(prevType);
+        setDateValue(prevDate);
+        const json = await res.json().catch(() => ({}));
+        setError(
+          typeof json.error === "string"
+            ? json.error
+            : "Failed to update Domna survey",
+        );
+        return;
+      }
+      const json = (await res.json()) as {
+        results: Record<string, { ok: boolean; error?: string }>;
+        hubspotSync: "ok" | "failed" | "skipped";
+        hubspotError?: string;
+      };
+      const fieldErrors = Object.entries(json.results ?? {})
+        .filter(([, r]) => !r.ok)
+        .map(([k, r]) => `${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) {
+      setSavedType(prevType);
+      setSavedDate(prevDate);
+      setTypeValue(prevType);
+      setDateValue(prevDate);
+      setError(err instanceof Error ? err.message : "Failed to update Domna survey");
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  if (!canEdit) {
+    return (
+      <div className="divide-y divide-gray-50">
+        <InfoRow label="Domna Survey Type" value={initialSurveyType} />
+        <InfoRow
+          label="Domna Survey Date"
+          value={formatDate(initialSurveyDate)}
+        />
+      </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">
+            Domna Survey Type
+          </span>
+          <input
+            type="text"
+            data-testid="domna-survey-type-input"
+            value={typeValue}
+            onChange={(e) => setTypeValue(e.target.value)}
+            disabled={submitting}
+            placeholder="e.g. Standard, Detailed"
+            className="rounded-lg border border-gray-200 px-3 py-1.5 text-xs text-gray-800 placeholder-gray-400 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">
+            Domna Survey Date
+          </span>
+          <input
+            type="date"
+            data-testid="domna-survey-date-input"
+            value={dateValue}
+            onChange={(e) => setDateValue(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">
+          Free text — leave blank to clear. Changes sync to HubSpot.
+        </p>
+        <button
+          type="button"
+          data-testid="domna-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 Domna Survey"}
+        </button>
+      </div>
+      {error && (
+        <p
+          data-testid="domna-error"
+          className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg"
+        >
+          {error}
+        </p>
+      )}
+    </div>
+  );
+}
+
 // -----------------------------------------------------------------------
 // PropertyDetailDrawer — main component
 // -----------------------------------------------------------------------
@@ -1008,16 +1188,6 @@ export default function PropertyDetailDrawer({
     deal?.technicalApprovedMeasuresForInstall ?? null,
   );
 
-  // Domna section: prefer the new text column when present, otherwise fall
-  // back to the legacy boolean ("Required" / "Not required").
-  const domnaSurveyTypeDisplay: string | null = (() => {
-    if (!deal) return null;
-    if (deal.domnaSurveyType) return deal.domnaSurveyType;
-    if (deal.domnaSurveyRequired === true) return "Required";
-    if (deal.domnaSurveyRequired === false) return "Not required";
-    return null;
-  })();
-
   return (
     <Drawer open={open} onOpenChange={(v) => !v && onClose()} direction="right">
       <DrawerContent
@@ -1166,13 +1336,16 @@ export default function PropertyDetailDrawer({
                 </div>
               </div>
 
-              {/* Domna Survey section */}
+              {/* Domna Survey section — editable for approvers (issue #256) */}
               <div ref={(el) => { sectionRefs.current.domna = el; }}>
                 <SectionHeader id="domna" label={SECTION_TITLES.domna} />
-                <div className="divide-y divide-gray-50">
-                  <InfoRow label="Domna Survey Type" value={domnaSurveyTypeDisplay} />
-                  <InfoRow label="Domna Survey Date" value={formatDate(deal.domnaSurveyDate)} />
-                </div>
+                <DomnaEditor
+                  dealId={deal.dealId}
+                  portfolioId={portfolioId}
+                  initialSurveyType={deal.domnaSurveyType ?? null}
+                  initialSurveyDate={deal.domnaSurveyDate}
+                  canEdit={userCapability.includes("approver")}
+                />
               </div>
 
               {/* Halted section — editable for approvers (issue #255) */}

From 54e093891d36afd6f9980892b713f0b504432590 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:56:09 +0000
Subject: [PATCH 054/147] add user_defined_deal_measures table migration and
 schema

Track instructed and pibi-ordered measures locally with a source enum,
created-by user, and HubSpot sync timestamps so issue #253 can persist
approver instructions and slice 4 can reuse the table for PIBI selections.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 .../0194_user_defined_deal_measures.sql       | 16 +++++
 src/app/db/migrations/meta/_journal.json      |  7 ++
 .../db/schema/user_defined_deal_measures.ts   | 67 +++++++++++++++++++
 3 files changed, 90 insertions(+)
 create mode 100644 src/app/db/migrations/0194_user_defined_deal_measures.sql
 create mode 100644 src/app/db/schema/user_defined_deal_measures.ts

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/meta/_journal.json b/src/app/db/migrations/meta/_journal.json
index fe79b08..eb188e6 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1359,6 +1359,13 @@
       "when": 1777750000000,
       "tag": "0193_domna_survey_type",
       "breakpoints": true
+    },
+    {
+      "idx": 194,
+      "version": "7",
+      "when": 1778100000000,
+      "tag": "0194_user_defined_deal_measures",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file
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"
+>;

From 4181af6d15b500e42d0391c31e6d2a8ea65996dd Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:56:19 +0000
Subject: [PATCH 055/147] add syncMeasuresFieldToHubSpot helper

Generic push for multi-value HubSpot deal properties (semicolon-separated)
with the same ECONNRESET retry pattern as pushDealPropertiesToHubSpot.
Returns a discriminated ok result so callers can stamp pushed_at only on
success. Slice 4 (PIBI selections) will reuse the same helper.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 src/app/lib/hubspot/dealSync.test.ts | 124 +++++++++++++++++++++++++++
 src/app/lib/hubspot/dealSync.ts      |  55 ++++++++++++
 2 files changed, 179 insertions(+)
 create mode 100644 src/app/lib/hubspot/dealSync.test.ts

diff --git a/src/app/lib/hubspot/dealSync.test.ts b/src/app/lib/hubspot/dealSync.test.ts
new file mode 100644
index 0000000..2ca92a0
--- /dev/null
+++ b/src/app/lib/hubspot/dealSync.test.ts
@@ -0,0 +1,124 @@
+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 } 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" },
+    });
+  });
+});
diff --git a/src/app/lib/hubspot/dealSync.ts b/src/app/lib/hubspot/dealSync.ts
index 563c703..05662ad 100644
--- a/src/app/lib/hubspot/dealSync.ts
+++ b/src/app/lib/hubspot/dealSync.ts
@@ -130,6 +130,61 @@ 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 syncMeasureApprovalsToHubSpot(params: {
   hubspotDealId: string;
   approvedMeasures: Array<{ measureName: string; approvedByEmail: string }>;

From 7de92cf5ea0b0683b49fc40fb8e8bc9ac0e32df4 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:56:48 +0000
Subject: [PATCH 056/147] add instruct-measure service, route and soft-warning
 helper

Approver-only flow that records an instructed measure in
user_defined_deal_measures, auto-creates a deal_measure_approvals row +
event in a single tx, then pushes the instructed list to HubSpot under
instructed_measures. When the deal has no proposed measures and no prior
approvals, also pushes the new measure as proposed_measures so the deal
has a coherent starting point. Soft-warning helper surfaces the
out-of-order case for the drawer (and later slices).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 .../instructed-measures/route.ts              | 146 +++++++++
 src/app/lib/instructMeasure.test.ts           | 278 +++++++++++++++++
 src/app/lib/instructMeasure.ts                | 293 ++++++++++++++++++
 src/app/lib/softWarnings.test.ts              |  39 +++
 src/app/lib/softWarnings.ts                   |  36 +++
 5 files changed, 792 insertions(+)
 create mode 100644 src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
 create mode 100644 src/app/lib/instructMeasure.test.ts
 create mode 100644 src/app/lib/instructMeasure.ts
 create mode 100644 src/app/lib/softWarnings.test.ts
 create mode 100644 src/app/lib/softWarnings.ts

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..eb5830d
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
@@ -0,0 +1,146 @@
+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 { instructMeasure } from "@/app/lib/instructMeasure";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
+
+const postSchema = z.object({
+  dealId: z.string().min(1, "dealId is required"),
+  measureName: z.string().min(1, "measureName is required"),
+});
+
+/**
+ * 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, measureName: string }
+ *
+ * Response:
+ *   200 { ok: true, hubspotSync: "ok" | "failed", autoPopulatedProposed: boolean, 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, measureName } = parsed.data;
+
+  // Validate against the canonical catalogue up-front so the route returns
+  // a clean 400 rather than relying on the service-level check.
+  if (!(MEASURE_NAMES as ReadonlyArray<string>).includes(measureName)) {
+    return NextResponse.json(
+      { error: `Unknown measure: ${measureName}` },
+      { 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 instructMeasure({
+      dealId,
+      measureName,
+      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,
+      autoPopulatedProposed: result.autoPopulatedProposed,
+      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/lib/instructMeasure.test.ts b/src/app/lib/instructMeasure.test.ts
new file mode 100644
index 0000000..80089c7
--- /dev/null
+++ b/src/app/lib/instructMeasure.test.ts
@@ -0,0 +1,278 @@
+/**
+ * Unit tests for the instruct-measure service.
+ *
+ * These tests exercise the orchestration logic — DB transaction +
+ * post-commit HubSpot push + auto-populate-proposed branch — 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,
+  instructMeasure,
+} from "./instructMeasure";
+import type {
+  InstructTxOutcome,
+  RunInstructTx,
+  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,
+    proposedWasEmpty: false,
+    hadNoApprovals: false,
+    ...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 }];
+  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 the tx, pushes the full instructed list, stamps pushed_at", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["ASHP", "Solar PV"],
+      txOutcome: {
+        instructedRowId: 99n,
+        proposedWasEmpty: false,
+        hadNoApprovals: false,
+      },
+    });
+    const result = await instructMeasure({
+      dealId: "deal-42",
+      measureName: "Solar PV",
+      userId: 7n,
+      deps,
+    });
+    expect(result).toMatchObject({
+      ok: true,
+      instructedRowId: 99n,
+      hubspotSync: "ok",
+      autoPopulatedProposed: false,
+    });
+    expect(deps.runInstructTx).toHaveBeenCalledWith({
+      dealId: "deal-42",
+      measureName: "Solar PV",
+      userId: 7n,
+      notes: null,
+    });
+    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(1);
+    expect(deps.syncMeasuresField).toHaveBeenCalledWith({
+      hubspotDealId: "deal-42",
+      propName: INSTRUCTED_MEASURES_PROP,
+      measureNames: ["ASHP", "Solar PV"],
+    });
+    expect(deps.stampPushedAt).toHaveBeenCalledWith(99n);
+  });
+});
+
+describe("instructMeasure — auto-populate proposed branch", () => {
+  it("also pushes proposed_measures when proposed was empty AND no prior approvals", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["EWI"],
+      txOutcome: {
+        instructedRowId: 1n,
+        proposedWasEmpty: true,
+        hadNoApprovals: true,
+      },
+    });
+    const result = await instructMeasure({
+      dealId: "deal-blank",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(result.ok).toBe(true);
+    if (result.ok) {
+      expect(result.autoPopulatedProposed).toBe(true);
+      expect(result.hubspotSync).toBe("ok");
+    }
+    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(2);
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(1, {
+      hubspotDealId: "deal-blank",
+      propName: INSTRUCTED_MEASURES_PROP,
+      measureNames: ["EWI"],
+    });
+    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(2, {
+      hubspotDealId: "deal-blank",
+      propName: PROPOSED_MEASURES_PROP,
+      measureNames: ["EWI"],
+    });
+  });
+
+  it("does NOT auto-populate proposed when proposed was empty but approvals already exist", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["EWI"],
+      txOutcome: {
+        instructedRowId: 1n,
+        proposedWasEmpty: true,
+        hadNoApprovals: false, // an approval already existed
+      },
+    });
+    const result = await instructMeasure({
+      dealId: "deal-mid-flow",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(result.ok).toBe(true);
+    if (result.ok) expect(result.autoPopulatedProposed).toBe(false);
+    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(1);
+    expect(deps.syncMeasuresField).toHaveBeenCalledWith(
+      expect.objectContaining({ propName: INSTRUCTED_MEASURES_PROP }),
+    );
+  });
+
+  it("does NOT auto-populate proposed when proposed already has measures", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["EWI"],
+      txOutcome: {
+        instructedRowId: 1n,
+        proposedWasEmpty: false,
+        hadNoApprovals: true,
+      },
+    });
+    const result = await instructMeasure({
+      dealId: "deal-with-proposed",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(result.ok).toBe(true);
+    if (result.ok) expect(result.autoPopulatedProposed).toBe(false);
+    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(1);
+  });
+});
+
+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 and does NOT stamp pushed_at", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["ASHP"],
+      txOutcome: {
+        instructedRowId: 11n,
+        proposedWasEmpty: false,
+        hadNoApprovals: false,
+      },
+      syncResults: [{ ok: false, error: "hubspot 500" }],
+    });
+    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.runInstructTx).toHaveBeenCalledTimes(1);
+    expect(deps.stampPushedAt).not.toHaveBeenCalled();
+  });
+
+  it("treats a failed proposed-measures push as overall failure (still no stamp)", async () => {
+    const deps = makeDeps({
+      instructedAfter: ["EWI"],
+      txOutcome: {
+        instructedRowId: 12n,
+        proposedWasEmpty: true,
+        hadNoApprovals: true,
+      },
+      syncResults: [
+        { ok: true },
+        { ok: false, error: "proposed push failed" },
+      ],
+    });
+    const result = await instructMeasure({
+      dealId: "deal-blank",
+      measureName: "EWI",
+      userId: 3n,
+      deps,
+    });
+    expect(result).toMatchObject({
+      ok: true,
+      hubspotSync: "failed",
+      hubspotError: "proposed push failed",
+      autoPopulatedProposed: true,
+    });
+    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..d59bb46
--- /dev/null
+++ b/src/app/lib/instructMeasure.ts
@@ -0,0 +1,293 @@
+/**
+ * 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` + total approval count
+ *
+ * After the transaction commits, push the instructed-measures list to
+ * HubSpot under `instructed_measures`. If `proposed_measures` was empty
+ * AND the deal had no prior approvals, ALSO push the new measure as
+ * `proposed_measures` so the deal has a coherent measures starting point.
+ *
+ * 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, sql } 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";
+
+/** Snapshot returned by the transactional step of the service. */
+export interface InstructTxOutcome {
+  instructedRowId: bigint;
+  proposedWasEmpty: boolean;
+  hadNoApprovals: boolean;
+}
+
+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";
+      autoPopulatedProposed: boolean;
+      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 proposedRaw = dealRows[0]?.proposedMeasures ?? null;
+    const proposedWasEmpty = parseMeasures(proposedRaw).length === 0;
+
+    const approvalCountRows = await tx
+      .select({ count: sql<number>`count(*)::int` })
+      .from(dealMeasureApprovals)
+      .where(eq(dealMeasureApprovals.hubspotDealId, dealId));
+    const approvalCount = Number(approvalCountRows[0]?.count ?? 0);
+    // We just inserted (or upserted) one approval row in this tx, so any
+    // count > 1 means the deal already had a prior approval row before us.
+    const hadNoApprovals = approvalCount <= 1;
+
+    return { instructedRowId, proposedWasEmpty, hadNoApprovals };
+  });
+};
+
+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));
+};
+
+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 instructedSync = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: INSTRUCTED_MEASURES_PROP,
+    measureNames: allInstructed,
+  });
+
+  let proposedSync: { ok: true } | { ok: false; error: string } | null = null;
+  const shouldAutoPopulateProposed =
+    txResult.proposedWasEmpty && txResult.hadNoApprovals;
+  if (shouldAutoPopulateProposed) {
+    proposedSync = await syncMeasuresField({
+      hubspotDealId: input.dealId,
+      propName: PROPOSED_MEASURES_PROP,
+      measureNames: [measureName],
+    });
+  }
+
+  const overallOk =
+    instructedSync.ok && (proposedSync === null || proposedSync.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",
+      autoPopulatedProposed: shouldAutoPopulateProposed,
+    };
+  }
+
+  const hubspotError = !instructedSync.ok
+    ? instructedSync.error
+    : proposedSync && !proposedSync.ok
+      ? proposedSync.error
+      : "HubSpot sync failed";
+
+  return {
+    ok: true,
+    instructedRowId: txResult.instructedRowId,
+    hubspotSync: "failed",
+    autoPopulatedProposed: shouldAutoPopulateProposed,
+    hubspotError,
+  };
+}
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."
+  );
+}

From c5083cbc7873b78d7c5437cfa0ef4ecb8a539719 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:58:01 +0000
Subject: [PATCH 057/147] add instruct-measure drawer form

Approver-only catalogue dropdown + submit button at the bottom of the
Measures section with optimistic chip rendering, error surfacing, and
the out-of-order soft warning when technical-approved measures already
exist on the deal.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 .../live/PropertyDetailDrawer.tsx             | 161 +++++++++++++++++-
 1 file changed, 160 insertions(+), 1 deletion(-)

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 0d9bb7f..a9d807f 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -26,6 +26,8 @@ import {
 import { STAGE_COLORS } from "./types";
 import type { ClassifiedDeal, PortfolioCapabilityType, RemovalRequest } from "./types";
 import { parseMeasures } from "@/app/lib/parseMeasures";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
+import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
 
 // Sections that the drawer can scroll-focus on initial open. Keep the keys in
 // stable, stage-ordered order so the layout remains predictable.
@@ -1110,6 +1112,154 @@ function DomnaEditor({
   );
 }
 
+// -----------------------------------------------------------------------
+// Instruct measure editor — approver-only form to instruct an out-of-band
+// measure that the coordinator did not propose (issue #253).
+// -----------------------------------------------------------------------
+interface InstructMeasureEditorProps {
+  dealId: string;
+  portfolioId: string;
+  /** True when the user has the approver capability on this portfolio. */
+  canEdit: boolean;
+  /** Soft-warning string from `outOfOrderInstructionWarning`, or null. */
+  outOfOrderWarning: string | null;
+}
+
+function InstructMeasureEditor({
+  dealId,
+  portfolioId,
+  canEdit,
+  outOfOrderWarning,
+}: InstructMeasureEditorProps) {
+  const [selected, setSelected] = useState<string>("");
+  const [optimisticList, setOptimisticList] = useState<string[]>([]);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  // Reset optimistic state when the drawer switches deals.
+  useEffect(() => {
+    setOptimisticList([]);
+    setSelected("");
+    setError(null);
+  }, [dealId]);
+
+  if (!canEdit) return null;
+
+  async function handleSubmit() {
+    if (!selected) return;
+    const measure = selected;
+    setSubmitting(true);
+    setError(null);
+    // Optimistic append. Reverted on failure.
+    setOptimisticList((prev) => [...prev, measure]);
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/instructed-measures`,
+        {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ dealId, measureName: measure }),
+        },
+      );
+      if (!res.ok) {
+        setOptimisticList((prev) => prev.filter((m) => m !== measure));
+        const json = await res.json().catch(() => ({}));
+        setError(
+          typeof json.error === "string"
+            ? json.error
+            : "Failed to instruct measure",
+        );
+        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",
+        );
+      }
+      setSelected("");
+    } catch (err) {
+      setOptimisticList((prev) => prev.filter((m) => m !== measure));
+      setError(
+        err instanceof Error ? err.message : "Failed to instruct measure",
+      );
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  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>
+      )}
+      {optimisticList.length > 0 && (
+        <div data-testid="instructed-measures-list" className="flex flex-wrap gap-1.5">
+          {optimisticList.map((m) => (
+            <span
+              key={m}
+              data-testid="instructed-measure-chip"
+              className="px-2 py-0.5 rounded-full text-[11px] bg-blue-50 border border-blue-200 text-blue-700"
+            >
+              {m}
+            </span>
+          ))}
+        </div>
+      )}
+      <div className="flex flex-wrap items-center gap-2">
+        <label className="flex flex-col gap-1 flex-1 min-w-[12rem]">
+          <span className="text-xs text-gray-500 font-medium">
+            Instruct a measure
+          </span>
+          <select
+            data-testid="instruct-measure-select"
+            value={selected}
+            onChange={(e) => setSelected(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"
+          >
+            <option value="">Select a measure…</option>
+            {MEASURE_NAMES.map((m) => (
+              <option key={m} value={m}>
+                {m}
+              </option>
+            ))}
+          </select>
+        </label>
+        <button
+          type="button"
+          data-testid="instruct-measure-submit"
+          onClick={handleSubmit}
+          disabled={!selected || 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 mt-5"
+        >
+          {submitting ? "Instructing…" : "Instruct"}
+        </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>
+  );
+}
+
 // -----------------------------------------------------------------------
 // PropertyDetailDrawer — main component
 // -----------------------------------------------------------------------
@@ -1292,7 +1442,8 @@ export default function PropertyDetailDrawer({
                 </div>
               </div>
 
-              {/* Measures section — keeps existing approval table content */}
+              {/* Measures section — read-only fields plus the approver-only
+                  Instruct-measure form (issue #253). */}
               <div ref={(el) => { sectionRefs.current.measures = el; }}>
                 <SectionHeader id="measures" label={SECTION_TITLES.measures} />
                 <div className="divide-y divide-gray-50">
@@ -1301,6 +1452,14 @@ export default function PropertyDetailDrawer({
                   <InfoRow label="Installed" value={deal.actualMeasuresInstalled} />
                   <InfoRow label="Lodgement Status" value={deal.lodgementStatus} />
                 </div>
+                <div className="mt-3">
+                  <InstructMeasureEditor
+                    dealId={deal.dealId}
+                    portfolioId={portfolioId}
+                    canEdit={userCapability.includes("approver")}
+                    outOfOrderWarning={outOfOrderInstructionWarning(deal)}
+                  />
+                </div>
               </div>
 
               {/* PIBI section — editable date pickers for write+ users (issue #252) */}

From f3ce506653c153a6336cc7b68dc42553ab966095 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 18:58:08 +0000
Subject: [PATCH 058/147] add cypress spec for instruct-measure flow

Approver opens the drawer at the Measures section, picks a measure from
the catalogue dropdown, submits, and the spec asserts the optimistic
chip, the POST payload + response shape, and that the approval log
surfaces the new approval row.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
---
 .../e2e/live-tracking/instruct-measure.cy.js  | 93 +++++++++++++++++++
 1 file changed, 93 insertions(+)
 create mode 100644 cypress/e2e/live-tracking/instruct-measure.cy.js

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");
+  });
+});

From 091388692e5ee1a6f24500a7da437bef6c9d0017 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 19:14:12 +0000
Subject: [PATCH 059/147] add pibi-selection service

Implements selectPibiMeasures (issue #254): replaces all pibi_ordered
rows for a deal, then pushes the new list to HubSpot under
measures_for_pibi_ordered via syncMeasuresFieldToHubSpot. Mirrors the
instruct-measure service; no approval rows touched.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---
 src/app/lib/selectPibiMeasures.ts | 187 ++++++++++++++++++++++++++++++
 1 file changed, 187 insertions(+)
 create mode 100644 src/app/lib/selectPibiMeasures.ts

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,
+  };
+}

From 1e5eb09c3e689b9f5d6a709317b0146512bc55ae Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 19:14:20 +0000
Subject: [PATCH 060/147] add pibi-measures route
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Adds POST /api/portfolio/[portfolioId]/pibi-measures (approver-gated)
that accepts { dealId, measureNames[] } and delegates to
selectPibiMeasures. Also adds a GET handler that returns the current
pibi_ordered selection, approved measures, and instructed measures for
a deal — used by the drawer's PIBI selector to pre-populate.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---
 .../[portfolioId]/pibi-measures/route.ts      | 231 ++++++++++++++++++
 1 file changed, 231 insertions(+)
 create mode 100644 src/app/api/portfolio/[portfolioId]/pibi-measures/route.ts

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 },
+    );
+  }
+}

From 240b633928e7a70f03290b7ee5daf1adcb5291e2 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 19:14:33 +0000
Subject: [PATCH 061/147] add PIBI measure selector to property drawer

Adds PibiMeasureSelector component (issue #254) inside the drawer's
PIBI section. Approvers see a checkbox multi-select listing proposed +
instructed measures; approved measures are pre-ticked. Non-approvers
retain the existing read-only chip list. Saves via POST
/api/portfolio/[portfolioId]/pibi-measures and invalidates the query
cache on success.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---
 .../live/PropertyDetailDrawer.tsx             | 273 ++++++++++++++++--
 1 file changed, 254 insertions(+), 19 deletions(-)

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 a9d807f..daeb4c6 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1112,6 +1112,230 @@ function DomnaEditor({
   );
 }
 
+// -----------------------------------------------------------------------
+// PIBI measure selector — approver-only multi-select listing all measures
+// associated with the deal (proposed + instructed). Approved measures are
+// pre-ticked. The user can freely tick/untick; no hard block (issue #254).
+// -----------------------------------------------------------------------
+interface PibiMeasureSelectorProps {
+  dealId: string;
+  portfolioId: string;
+  /** Proposed measures parsed from the deal row. */
+  proposedMeasures: string[];
+  /** True when the user has the approver capability. */
+  canEdit: boolean;
+}
+
+function PibiMeasureSelector({
+  dealId,
+  portfolioId,
+  proposedMeasures,
+  canEdit,
+}: PibiMeasureSelectorProps) {
+  const queryClient = useQueryClient();
+
+  // Fetch current PIBI selection, approved measures, and instructed measures.
+  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,
+  });
+
+  // All measures to display: union of proposed + instructed (de-duped).
+  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]);
+
+  // Local selection state — initialised from server data once loaded.
+  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);
+
+  // Re-initialise when the deal changes or server data arrives.
+  useEffect(() => {
+    if (!data) return;
+    // Pre-tick: current pibi_ordered rows if any, otherwise approved measures.
+    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>
+  );
+}
+
 // -----------------------------------------------------------------------
 // Instruct measure editor — approver-only form to instruct an out-of-band
 // measure that the coordinator did not propose (issue #253).
@@ -1462,7 +1686,7 @@ export default function PropertyDetailDrawer({
                 </div>
               </div>
 
-              {/* PIBI section — editable date pickers for write+ users (issue #252) */}
+              {/* PIBI section — date pickers (issue #252) + measure selector (issue #254) */}
               <div ref={(el) => { sectionRefs.current.pibi = el; }}>
                 <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
                 <div className="space-y-3">
@@ -1473,24 +1697,35 @@ export default function PropertyDetailDrawer({
                     initialCompletedDate={deal.pibiCompletedDate}
                     canEdit={WRITE_ROLES.includes(userRole)}
                   />
-                  {pibiMeasures.length > 0 && (
-                    <div className="divide-y divide-gray-50">
-                      <InfoRow
-                        label="Measures for PIBI"
-                        value={
-                          <span className="flex flex-wrap gap-1.5">
-                            {pibiMeasures.map((m) => (
-                              <span
-                                key={m}
-                                className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
-                              >
-                                {m}
-                              </span>
-                            ))}
-                          </span>
-                        }
-                      />
-                    </div>
+                  {/* Approver-only PIBI measure selector (issue #254). Non-approvers
+                      still see the static read-only chip list from the deal row. */}
+                  {userCapability.includes("approver") ? (
+                    <PibiMeasureSelector
+                      dealId={deal.dealId}
+                      portfolioId={portfolioId}
+                      proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+                      canEdit
+                    />
+                  ) : (
+                    pibiMeasures.length > 0 && (
+                      <div className="divide-y divide-gray-50">
+                        <InfoRow
+                          label="Measures for PIBI"
+                          value={
+                            <span className="flex flex-wrap gap-1.5">
+                              {pibiMeasures.map((m) => (
+                                <span
+                                  key={m}
+                                  className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
+                                >
+                                  {m}
+                                </span>
+                              ))}
+                            </span>
+                          }
+                        />
+                      </div>
+                    )
                   )}
                 </div>
               </div>

From 176773344199be8b33677f5ecff0cd838393cdb8 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 19:15:05 +0000
Subject: [PATCH 062/147] add vitest unit tests for pibi-selection service

Covers: happy path (tx committed, HubSpot called with
measures_for_pibi_ordered, pushed_at stamped), empty selection,
no approval rows touched, DB failure (ok=false, no HubSpot call),
HubSpot failure (pushed_at null), correct property name assertion.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---
 src/app/lib/selectPibiMeasures.test.ts | 194 +++++++++++++++++++++++++
 1 file changed, 194 insertions(+)
 create mode 100644 src/app/lib/selectPibiMeasures.test.ts

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");
+  });
+});

From 084391b9dc52b2b869c3c389505445359783fbef Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 19:15:35 +0000
Subject: [PATCH 063/147] add cypress spec for pibi-measure selection flow

Verifies that an approver can open the drawer, tick/untick PIBI
measures, save the selection, and that the POST to pibi-measures route
(which pushes measures_for_pibi_ordered to HubSpot) is intercepted with
the correct payload. Uses cy.intercept stubs for both GET and POST.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---
 cypress/e2e/live-tracking/pibi-measures.cy.js | 161 ++++++++++++++++++
 1 file changed, 161 insertions(+)
 create mode 100644 cypress/e2e/live-tracking/pibi-measures.cy.js

diff --git a/cypress/e2e/live-tracking/pibi-measures.cy.js b/cypress/e2e/live-tracking/pibi-measures.cy.js
new file mode 100644
index 0000000..59afbe2
--- /dev/null
+++ b/cypress/e2e/live-tracking/pibi-measures.cy.js
@@ -0,0 +1,161 @@
+/**
+ * Live Tracking — PIBI measure selection flow (issue #254)
+ *
+ * Verifies the approver flow for selecting which measures on a deal go for
+ * PIBI:
+ *   1. the approver opens the property drawer at the PIBI section,
+ *   2. ticks and unticks measures in the multi-select,
+ *   3. saves the selection — the drawer reflects the ticked state,
+ *   4. the POST hits the pibi-measures route which pushes
+ *      `measures_for_pibi_ordered` back to HubSpot.
+ *
+ * Mirrors `instruct-measure.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_PIBI_DEAL_NAME");
+
+describe("PIBI measure selection — approver flow", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log(
+        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
+      );
+      this.skip();
+    }
+  });
+
+  function openDrawerAtPibiSection() {
+    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
+
+    // Open a property row 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");
+
+    // Scroll to the PIBI section.
+    cy.get("[data-testid=drawer-section-pibi]").should("exist").scrollIntoView();
+  }
+
+  it("fetches the PIBI state and shows the multi-select for approvers", () => {
+    // Stub the GET so we control the initial state.
+    cy.intercept(
+      "GET",
+      `/api/portfolio/*/pibi-measures*`,
+      {
+        body: {
+          pibiMeasures: ["ASHP"],
+          approvedMeasures: ["ASHP", "Solar PV"],
+          instructedMeasures: [],
+        },
+      },
+    ).as("getPibiMeasures");
+
+    openDrawerAtPibiSection();
+
+    cy.wait("@getPibiMeasures");
+
+    // The multi-select should be visible for approvers.
+    cy.get("[data-testid=pibi-measure-selector]").should("be.visible");
+
+    // ASHP should be checked (was in pibiMeasures).
+    cy.get("[data-testid=pibi-measure-checkbox-ASHP]").should(
+      "be.checked",
+    );
+  });
+
+  it("lets an approver tick/untick selections and POST to the route", () => {
+    // Stub GET to return a clean state.
+    cy.intercept(
+      "GET",
+      `/api/portfolio/*/pibi-measures*`,
+      {
+        body: {
+          pibiMeasures: [],
+          approvedMeasures: ["ASHP", "Solar PV"],
+          instructedMeasures: [],
+        },
+      },
+    ).as("getPibiMeasures");
+
+    // Intercept the POST so we can assert the body.
+    cy.intercept(
+      "POST",
+      `/api/portfolio/*/pibi-measures`,
+    ).as("savePibiMeasures");
+
+    openDrawerAtPibiSection();
+
+    cy.wait("@getPibiMeasures");
+
+    cy.get("[data-testid=pibi-measure-selector]").should("be.visible");
+
+    // Both approved measures (ASHP, Solar PV) should be pre-ticked since
+    // pibiMeasures was empty and approvedMeasures had values.
+    cy.get("[data-testid=pibi-measure-checkbox-ASHP]").should("be.checked");
+    cy.get("[data-testid=pibi-measure-checkbox-Solar PV]").should("be.checked");
+
+    // Untick ASHP.
+    cy.get("[data-testid=pibi-measure-option-ASHP]").click();
+    cy.get("[data-testid=pibi-measure-checkbox-ASHP]").should("not.be.checked");
+
+    // Save the selection.
+    cy.get("[data-testid=pibi-selector-save]").click();
+
+    cy.wait("@savePibiMeasures").then((intercepted) => {
+      // Body should reflect the new selection (Solar PV only).
+      expect(intercepted.request.body).to.have.property("dealId");
+      expect(intercepted.request.body.measureNames).to.include("Solar PV");
+      expect(intercepted.request.body.measureNames).not.to.include("ASHP");
+
+      // Route returns ok=true.
+      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",
+      );
+    });
+
+    // No error banner visible.
+    cy.get("[data-testid=pibi-selector-error]").should("not.exist");
+  });
+
+  it("pushes measures_for_pibi_ordered to HubSpot on a successful save", () => {
+    cy.intercept(
+      "GET",
+      `/api/portfolio/*/pibi-measures*`,
+      {
+        body: {
+          pibiMeasures: ["CWI"],
+          approvedMeasures: ["CWI"],
+          instructedMeasures: [],
+        },
+      },
+    ).as("getPibiMeasures");
+
+    // Stub the POST to confirm the property pushed.
+    cy.intercept("POST", `/api/portfolio/*/pibi-measures`, {
+      body: { ok: true, hubspotSync: "ok" },
+    }).as("savePibiMeasures");
+
+    openDrawerAtPibiSection();
+
+    cy.wait("@getPibiMeasures");
+
+    cy.get("[data-testid=pibi-selector-save]").click();
+
+    cy.wait("@savePibiMeasures").then((intercepted) => {
+      // Confirm the POST body contains the right measures.
+      expect(intercepted.request.body).to.have.property("measureNames");
+      // Response signals a successful HubSpot push.
+      expect(intercepted.response.body.hubspotSync).to.equal("ok");
+    });
+  });
+});

From 1c4532f2ebdd86941064c5f75843f937e33ae10d Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 19:36:33 +0000
Subject: [PATCH 064/147] updating CI

---
 .github/workflows/nextjs-build.yml | 11 ++++++-----
 1 file changed, 6 insertions(+), 5 deletions(-)

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

From 2d05405205c2ad7cc45284a998442721bfbdb05b Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Tue, 5 May 2026 19:53:21 +0000
Subject: [PATCH 065/147] pr for claude skills

---
 .devcontainer/Dockerfile         | 66 +++++++++++++++-----------------
 .devcontainer/devcontainer.json  | 17 ++++++--
 .devcontainer/docker-compose.yml | 10 +++++
 .devcontainer/post-install.sh    |  1 -
 devcontainer.sh                  | 12 +-----
 5 files changed, 56 insertions(+), 50 deletions(-)
 delete mode 100644 .devcontainer/post-install.sh

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..8728497 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: ${GID:-1000}
@@ -11,6 +12,15 @@ services:
       - "3000:3000"
     volumes:
       - ..:/workspaces/assessment-model
+      - ~/.gitconfig:/home/vscode/.gitconfig:ro
+      # GitHub CLI auth from host (created by `gh auth login`). Used by the
+      # postCreate skill installer to clone private Hestia-Homes repos.
+      - ~/.config/gh:/home/vscode/.config/gh:ro
+    environment:
+      # Host SSH agent — for `git push` etc. inside the container.
+      - SSH_AUTH_SOCK=${SSH_AUTH_SOCK:-}
+      # Fallback HTTPS auth if ~/.config/gh isn't present on the host.
+      - GITHUB_TOKEN=${GITHUB_TOKEN:-}
     networks:
       - frontend-net
 
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/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[@]}"

From 4734eeed07060c83e287d613c884e648971f4bc9 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 5 May 2026 20:43:19 +0000
Subject: [PATCH 066/147] updating live tracking new features UI

---
 cypress/e2e/live-tracking/domna-survey.cy.js  |   2 +
 cypress/e2e/live-tracking/halted-state.cy.js  |   2 +
 .../measure-approval-drawer.cy.js             | 172 ++++
 cypress/e2e/live-tracking/pibi-dates.cy.js    |   2 +
 cypress/e2e/live-tracking/pibi-measures.cy.js |   5 +-
 .../e2e/live-tracking/survey-request.cy.js    |  83 ++
 cypress/e2e/live-tracking/tabbed-drawer.cy.js |  91 ++
 .../[portfolioId]/survey-requests/route.ts    | 167 ++++
 .../db/migrations/0193_domna_survey_type.sql  |   1 -
 .../db/migrations/0195_survey_requests.sql    |  15 +
 src/app/db/schema/crm/hubspot_deal_table.ts   |   3 +-
 src/app/db/schema/survey_requests.ts          |  41 +
 src/app/lib/hubspot/dealSync.ts               |  21 +
 .../your-projects/live/LiveTracker.tsx        |   1 -
 .../your-projects/live/MeasuresTable.tsx      | 162 +--
 .../live/PropertyDetailDrawer.tsx             | 945 +++++++++++++-----
 16 files changed, 1321 insertions(+), 392 deletions(-)
 create mode 100644 cypress/e2e/live-tracking/measure-approval-drawer.cy.js
 create mode 100644 cypress/e2e/live-tracking/survey-request.cy.js
 create mode 100644 cypress/e2e/live-tracking/tabbed-drawer.cy.js
 create mode 100644 src/app/api/portfolio/[portfolioId]/survey-requests/route.ts
 create mode 100644 src/app/db/migrations/0195_survey_requests.sql
 create mode 100644 src/app/db/schema/survey_requests.ts

diff --git a/cypress/e2e/live-tracking/domna-survey.cy.js b/cypress/e2e/live-tracking/domna-survey.cy.js
index cf5ec53..554fa8c 100644
--- a/cypress/e2e/live-tracking/domna-survey.cy.js
+++ b/cypress/e2e/live-tracking/domna-survey.cy.js
@@ -45,6 +45,8 @@ describe("Domna survey editor — approver flow", function () {
     }
 
     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");
   }
 
diff --git a/cypress/e2e/live-tracking/halted-state.cy.js b/cypress/e2e/live-tracking/halted-state.cy.js
index 8249ebe..89066d2 100644
--- a/cypress/e2e/live-tracking/halted-state.cy.js
+++ b/cypress/e2e/live-tracking/halted-state.cy.js
@@ -43,6 +43,8 @@ describe("Halted state editor — approver flow", function () {
     }
 
     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");
   }
 
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-dates.cy.js b/cypress/e2e/live-tracking/pibi-dates.cy.js
index 84098ab..d5cc717 100644
--- a/cypress/e2e/live-tracking/pibi-dates.cy.js
+++ b/cypress/e2e/live-tracking/pibi-dates.cy.js
@@ -41,6 +41,8 @@ describe("PIBI dates editor — write user flow", function () {
     }
 
     cy.get("[data-testid=property-detail-drawer]").should("be.visible");
+    // Navigate to the PIBI tab (drawer opens on Works tab from Measures row click).
+    cy.get("[data-testid=drawer-tab-pibi]").click();
     cy.get("[data-testid=drawer-section-pibi]").should("exist");
   }
 
diff --git a/cypress/e2e/live-tracking/pibi-measures.cy.js b/cypress/e2e/live-tracking/pibi-measures.cy.js
index 59afbe2..95ef81e 100644
--- a/cypress/e2e/live-tracking/pibi-measures.cy.js
+++ b/cypress/e2e/live-tracking/pibi-measures.cy.js
@@ -40,8 +40,9 @@ describe("PIBI measure selection — approver flow", function () {
 
     cy.get("[data-testid=property-detail-drawer]").should("be.visible");
 
-    // Scroll to the PIBI section.
-    cy.get("[data-testid=drawer-section-pibi]").should("exist").scrollIntoView();
+    // Navigate to the PIBI tab (drawer opens on Works tab from Measures row click).
+    cy.get("[data-testid=drawer-tab-pibi]").click();
+    cy.get("[data-testid=drawer-section-pibi]").should("exist");
   }
 
   it("fetches the PIBI state and shows the multi-select for approvers", () => {
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/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..8190fa9
--- /dev/null
+++ b/src/app/api/portfolio/[portfolioId]/survey-requests/route.ts
@@ -0,0 +1,167 @@
+import { db } from "@/app/db/db";
+import { NextRequest, NextResponse } from "next/server";
+import { surveyRequests } from "@/app/db/schema/survey_requests";
+import { portfolioUsers } 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";
+
+const WRITE_ROLES = ["creator", "admin", "write"] as const;
+
+async function getRequestingUser(email: string) {
+  const rows = await db
+    .select({ id: user.id, email: user.email })
+    .from(user)
+    .where(eq(user.email, email))
+    .limit(1);
+  return rows[0] ?? null;
+}
+
+async function getUserRole(portfolioId: bigint, userId: bigint) {
+  const rows = await db
+    .select({ role: portfolioUsers.role })
+    .from(portfolioUsers)
+    .where(
+      and(
+        eq(portfolioUsers.portfolioId, portfolioId),
+        eq(portfolioUsers.userId, userId),
+      ),
+    )
+    .limit(1);
+  return rows[0]?.role ?? null;
+}
+
+// GET /api/portfolio/[portfolioId]/survey-requests?dealId=xxx
+// Returns all survey requests for a deal, most recent first.
+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,
+        notes: surveyRequests.notes,
+        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,
+      notes: r.notes,
+      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),
+  notes: z.string().min(1, "Notes are required"),
+});
+
+// POST /api/portfolio/[portfolioId]/survey-requests
+// Submit a new survey request — requires write+ role.
+export async function POST(
+  req: NextRequest,
+  props: { params: Promise<{ portfolioId: string }> },
+) {
+  const { portfolioId } = await props.params;
+  const session = await getServerSession(AuthOptions);
+
+  if (!session?.user?.email) {
+    return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
+  }
+
+  const requestingUser = await getRequestingUser(session.user.email);
+  if (!requestingUser) {
+    return NextResponse.json({ error: "User not found" }, { status: 401 });
+  }
+
+  const role = await getUserRole(BigInt(portfolioId), requestingUser.id);
+  if (!role || !WRITE_ROLES.includes(role as (typeof WRITE_ROLES)[number])) {
+    return NextResponse.json(
+      { error: "Write access required to submit a 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, notes } = parsed.data;
+
+  try {
+    const [inserted] = await db
+      .insert(surveyRequests)
+      .values({
+        hubspotDealId,
+        portfolioId: BigInt(portfolioId),
+        notes,
+        status: "pending",
+        requestedBy: requestingUser.id,
+      })
+      .returning({ id: surveyRequests.id });
+
+    const hubspotResult = await syncSurveyRequestToHubSpot({
+      hubspotDealId,
+      notes,
+      requestedByEmail: requestingUser.email,
+    });
+
+    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/db/migrations/0193_domna_survey_type.sql b/src/app/db/migrations/0193_domna_survey_type.sql
index d2604eb..e410bf2 100644
--- a/src/app/db/migrations/0193_domna_survey_type.sql
+++ b/src/app/db/migrations/0193_domna_survey_type.sql
@@ -1,2 +1 @@
-ALTER TABLE "hubspot_deal_data" DROP COLUMN IF EXISTS "domna_survey_required";--> statement-breakpoint
 ALTER TABLE "hubspot_deal_data" ADD COLUMN "domna_survey_type" text;
diff --git a/src/app/db/migrations/0195_survey_requests.sql b/src/app/db/migrations/0195_survey_requests.sql
new file mode 100644
index 0000000..c7f197b
--- /dev/null
+++ b/src/app/db/migrations/0195_survey_requests.sql
@@ -0,0 +1,15 @@
+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
+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
+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");
diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts
index 7bdf64f..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", {
@@ -66,6 +66,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", {
   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 }),
 
diff --git a/src/app/db/schema/survey_requests.ts b/src/app/db/schema/survey_requests.ts
new file mode 100644
index 0000000..815d18f
--- /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),
+    // Free-text notes from the requester describing what survey is needed.
+    notes: text("notes").notNull(),
+    // '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/lib/hubspot/dealSync.ts b/src/app/lib/hubspot/dealSync.ts
index 05662ad..8b08c89 100644
--- a/src/app/lib/hubspot/dealSync.ts
+++ b/src/app/lib/hubspot/dealSync.ts
@@ -185,6 +185,27 @@ export async function syncMeasuresFieldToHubSpot(params: {
   return { ok: false, error: "HubSpot sync failed" };
 }
 
+export async function syncSurveyRequestToHubSpot(params: {
+  hubspotDealId: string;
+  notes: string;
+  requestedByEmail: string;
+}): Promise<{ ok: boolean; error?: string }> {
+  try {
+    const client = getHubSpotClient();
+    const log = `Survey requested by: ${params.requestedByEmail}\nNotes: ${params.notes}`;
+    await client.crm.deals.basicApi.update(params.hubspotDealId, {
+      properties: { survey_request_log: log },
+    });
+    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/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx
index 2a6929b..a11828b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx
@@ -320,7 +320,6 @@ export default function LiveTracker({
             )}
             <MeasuresTable
               data={currentProject?.allDeals ?? []}
-              userCapability={userCapability}
               approvalsByDeal={approvalsByDeal}
               portfolioId={portfolioId}
               onOpenDetail={(deal) => openDetailDrawer(deal, "measures")}
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 4ed29e9..eef8469 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 { useQuery } from "@tanstack/react-query";
 import {
   Table,
   TableBody,
@@ -11,13 +11,10 @@ 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 { Checkbox } from "@/app/shadcn_components/ui/checkbox";
-import { Search, Save, ChevronDown, ChevronRight } from "lucide-react";
+import { Search, ChevronDown, ChevronRight } 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";
 
 type AuditEvent = {
@@ -32,13 +29,11 @@ type AuditEvent = {
 
 type Props = {
   data: ClassifiedDeal[];
-  userCapability: PortfolioCapabilityType;
   approvalsByDeal: ApprovalsByDeal;
   portfolioId: string;
   /**
-   * Called when a measures row is clicked. The host (LiveTracker) opens the
-   * PropertyDetailDrawer focused on the Measures section. Optional so the
-   * table is still usable in isolation.
+   * Called when a row is clicked. Opens PropertyDetailDrawer focused on the
+   * Works tab so the user can approve measures there.
    */
   onOpenDetail?: (deal: ClassifiedDeal) => void;
 };
@@ -144,33 +139,13 @@ function ActivityLog({
   );
 }
 
-async function postApprovalChanges(
-  portfolioId: string,
-  changes: { hubspotDealId: string; measureName: string; approved: boolean }[],
-) {
-  const res = await fetch(`/api/portfolio/${portfolioId}/approvals`, {
-    method: "POST",
-    headers: { "Content-Type": "application/json" },
-    body: JSON.stringify({ changes }),
-  });
-  if (!res.ok) throw new Error("Failed to save approvals");
-}
-
 export default function MeasuresTable({
   data,
-  userCapability,
   approvalsByDeal,
   portfolioId,
   onOpenDetail,
 }: 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());
 
   // Filter to only properties with proposed measures
@@ -190,80 +165,6 @@ export default function MeasuresTable({
     );
   }, [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;
-      }
-      return next;
-    });
-  }
-
   function toggleRowExpand(dealId: string) {
     setExpandedRows((prev) => {
       const next = new Set(prev);
@@ -300,16 +201,9 @@ export default function MeasuresTable({
           <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>
-          )}
+          <span className="text-xs text-gray-400 hidden sm:inline">
+            · Click a row to approve measures
+          </span>
         </div>
       </div>
 
@@ -336,13 +230,9 @@ 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 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 handleRowClick = () => {
@@ -364,7 +254,7 @@ export default function MeasuresTable({
                     onKeyDown={onOpenDetail ? handleRowKeyDown : undefined}
                     tabIndex={onOpenDetail ? 0 : undefined}
                     role={onOpenDetail ? "button" : undefined}
-                    className={`border-b border-gray-50 hover:bg-gray-50/50 transition-colors ${hasPending ? "bg-amber-50/30" : ""} ${onOpenDetail ? "cursor-pointer" : ""}`}
+                    className={`border-b border-gray-50 hover:bg-gray-50/50 transition-colors ${onOpenDetail ? "cursor-pointer" : ""}`}
                   >
                     {/* Expand toggle */}
                     <TableCell className="py-3 pl-3 pr-0 w-6">
@@ -403,31 +293,11 @@ export default function MeasuresTable({
                       </span>
                     </TableCell>
 
-                    {/* Proposed measures */}
+                    {/* Proposed measures — read-only; click the row to approve in the drawer */}
                     <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}
-                                onClick={(e) => e.stopPropagation()}
-                                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}
@@ -474,16 +344,6 @@ export default function MeasuresTable({
         </Table>
       </div>
 
-      {/* Confirmation dialog */}
-      <ApprovalConfirmDialog
-        open={showConfirm}
-        pendingDiffs={pendingDiffs}
-        dealNames={dealNames}
-        onConfirm={() => saveMutation.mutate()}
-        onCancel={() => setShowConfirm(false)}
-        isPending={saveMutation.isPending}
-      />
-
     </div>
   );
 }
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 daeb4c6..fcacd3d 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import { useEffect, useMemo, useRef, useState } from "react";
+import { useEffect, useMemo, useState } from "react";
 import { useQuery, useQueryClient } from "@tanstack/react-query";
 import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw } from "lucide-react";
 import {
@@ -26,11 +26,13 @@ import {
 import { STAGE_COLORS } from "./types";
 import type { ClassifiedDeal, PortfolioCapabilityType, RemovalRequest } from "./types";
 import { parseMeasures } from "@/app/lib/parseMeasures";
+import { ApprovalConfirmDialog } from "./ApprovalConfirmDialog";
+import type { PendingDiff } from "./ApprovalConfirmDialog";
 import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
 import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
 
-// Sections that the drawer can scroll-focus on initial open. Keep the keys in
-// stable, stage-ordered order so the layout remains predictable.
+// Sections the caller can request focus on. Used by entry-points like the
+// Measures table row click that should land the user on a specific tab.
 export type DrawerSection =
   | "survey"
   | "measures"
@@ -39,6 +41,26 @@ export type DrawerSection =
   | "halted"
   | "technical";
 
+// The four tabs inside the drawer.
+type DrawerTab = "overview" | "works" | "pibi" | "survey-admin";
+
+// Maps each focusable section to the tab that contains it.
+const SECTION_TO_TAB: Record<DrawerSection, DrawerTab> = {
+  survey: "overview",
+  measures: "works",
+  technical: "works",
+  pibi: "pibi",
+  domna: "survey-admin",
+  halted: "survey-admin",
+};
+
+const TAB_LABELS: Record<DrawerTab, string> = {
+  overview: "Overview",
+  works: "Works",
+  pibi: "PIBI",
+  "survey-admin": "Survey & Admin",
+};
+
 // -----------------------------------------------------------------------
 // Removal request section
 // -----------------------------------------------------------------------
@@ -335,6 +357,152 @@ function RemovalRequestSection({
   );
 }
 
+// -----------------------------------------------------------------------
+// Survey request section — write-role users can request a survey from Domna
+// -----------------------------------------------------------------------
+type SurveyRequestRecord = {
+  id: string;
+  hubspotDealId: string;
+  notes: string;
+  status: string;
+  requestedByEmail: string;
+  requestedAt: string | null;
+  fulfilledAt: string | null;
+};
+
+function SurveyRequestSection({
+  dealId,
+  portfolioId,
+  userRole,
+}: {
+  dealId: string;
+  portfolioId: string;
+  userRole: string;
+}) {
+  const queryClient = useQueryClient();
+  const [notes, setNotes] = useState("");
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  const canRequest = WRITE_ROLES.includes(userRole as (typeof WRITE_ROLES)[number]);
+
+  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;
+
+  async function handleSubmit() {
+    if (!notes.trim() || 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, notes: notes.trim() }),
+      });
+      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");
+      }
+      setNotes("");
+      queryClient.invalidateQueries({ queryKey: ["surveyRequests", portfolioId, dealId] });
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  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 badge */}
+      {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 leading-relaxed">{pending.notes}</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>
+      )}
+
+      {/* Request form — only shown when no pending request */}
+      {canRequest && !pending && (
+        <div className="space-y-2">
+          <p className="text-xs text-gray-500">
+            Request a survey from Domna. Notes will be sent to the coordination team.
+          </p>
+          <textarea
+            data-testid="survey-request-notes"
+            className="w-full rounded-lg border border-gray-200 px-3 py-2 text-xs text-gray-800 placeholder-gray-400 focus:outline-none focus:ring-2 focus:ring-blue-200 focus:border-blue-300 resize-none"
+            placeholder="Describe the survey needed…"
+            rows={3}
+            value={notes}
+            onChange={(e) => setNotes(e.target.value)}
+            disabled={submitting}
+          />
+          <div className="flex justify-end">
+            <button
+              data-testid="survey-request-submit"
+              type="button"
+              onClick={handleSubmit}
+              disabled={!notes.trim() || 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>
+      )}
+
+      {/* Past fulfilled requests */}
+      {(data?.requests ?? []).filter((r) => r.status === "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>
+          {data!.requests.filter((r) => r.status === "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">{r.notes}</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>
+  );
+}
+
 // -----------------------------------------------------------------------
 // Approval log placeholder (expand into a real implementation as needed)
 // -----------------------------------------------------------------------
@@ -1484,6 +1652,260 @@ function InstructMeasureEditor({
   );
 }
 
+// -----------------------------------------------------------------------
+// MeasureApprovalEditor — approver-only chip UI to approve/unapprove
+// proposed (+ instructed) measures on a deal. Non-approvers see read-only
+// chips coloured by current approval state.
+// -----------------------------------------------------------------------
+interface MeasureApprovalEditorProps {
+  dealId: string;
+  dealName: string | null;
+  portfolioId: string;
+  /** Proposed measures parsed from the deal row. */
+  proposedMeasures: string[];
+  /** True when the user has the approver capability. */
+  isApprover: boolean;
+}
+
+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,
+  });
+
+  // All measures: union of proposed + instructed (de-duped).
+  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]);
+
+  // Local toggle state — initialised from approvedMeasures once data loads.
+  const [selected, setSelected] = useState<Set<string>>(new Set());
+  const [savedSelected, setSavedSelected] = useState<Set<string>>(new Set());
+  const [initialised, setInitialised] = useState(false);
+
+  // Confirm-dialog state.
+  const [confirmOpen, setConfirmOpen] = useState(false);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  // Re-initialise when the deal changes or data arrives.
+  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;
+    });
+  }
+
+  // Compute the diff between saved state and current local state.
+  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/${portfolioId}/approvals`, {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ changes }),
+      });
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        setError(
+          typeof json.error === "string" ? json.error : "Failed to save approvals",
+        );
+        setConfirmOpen(false);
+        return;
+      }
+      // Commit local state.
+      setSavedSelected(new Set(selected));
+      setConfirmOpen(false);
+      // Invalidate so the pibi-measures query (shared with PIBI tab) reflects
+      // the new approved measures.
+      queryClient.invalidateQueries({
+        queryKey: ["pibiMeasures", portfolioId, dealId],
+      });
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "Failed to save approvals");
+      setConfirmOpen(false);
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  if (isLoading || !initialised) {
+    // Show a minimal skeleton while loading.
+    if (allMeasures.length === 0 && isLoading) {
+      return (
+        <p
+          data-testid="measure-approval-loading"
+          className="text-xs text-gray-400 py-2"
+        >
+          Loading…
+        </p>
+      );
+    }
+  }
+
+  if (allMeasures.length === 0) {
+    return (
+      <p className="text-xs text-gray-400 py-2">
+        No proposed measures for this property yet.
+      </p>
+    );
+  }
+
+  return (
+    <div className="space-y-3">
+      <div
+        data-testid="measure-approval-chips"
+        className="flex flex-wrap gap-2"
+      >
+        {allMeasures.map((measure) => {
+          const isApproved = selected.has(measure);
+          return (
+            <label
+              key={measure}
+              data-testid={`measure-approval-chip-${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>
+  );
+}
+
 // -----------------------------------------------------------------------
 // PropertyDetailDrawer — main component
 // -----------------------------------------------------------------------
@@ -1533,35 +1955,27 @@ export default function PropertyDetailDrawer({
   focusSection,
 }: PropertyDetailDrawerProps) {
   const open = !!deal;
+
+  // Active tab — derive from focusSection when the drawer opens or the
+  // focusSection prop changes (e.g. Measures row click → Works tab).
+  const [activeTab, setActiveTab] = useState<DrawerTab>(
+    focusSection ? SECTION_TO_TAB[focusSection] : "overview",
+  );
   const [isLogOpen, setIsLogOpen] = useState(false);
 
-  // Refs for each scroll-targetable section.
-  const sectionRefs = useRef<Record<DrawerSection, HTMLDivElement | null>>({
-    survey: null,
-    measures: null,
-    pibi: null,
-    domna: null,
-    halted: null,
-    technical: null,
-  });
-
-  // Scroll the requested section into view once the drawer has rendered.
+  // Sync active tab when focusSection or deal changes.
   useEffect(() => {
-    if (!open || !focusSection) return;
-    // Defer to next tick so the drawer body has mounted.
-    const t = setTimeout(() => {
-      const el = sectionRefs.current[focusSection];
-      if (el) el.scrollIntoView({ behavior: "smooth", block: "start" });
-    }, 50);
-    return () => clearTimeout(t);
-  }, [open, focusSection, deal?.dealId]);
+    setActiveTab(focusSection ? SECTION_TO_TAB[focusSection] : "overview");
+  }, [focusSection, deal?.dealId]);
 
-  // Parsed measure lists used by the new sections.
+  // Parsed measure lists.
   const pibiMeasures = parseMeasures(deal?.measuresForPibiOrdered ?? null);
   const technicalApprovedMeasures = parseMeasures(
     deal?.technicalApprovedMeasuresForInstall ?? null,
   );
 
+  const TABS: DrawerTab[] = ["overview", "works", "pibi", "survey-admin"];
+
   return (
     <Drawer open={open} onOpenChange={(v) => !v && onClose()} direction="right">
       <DrawerContent
@@ -1572,9 +1986,9 @@ export default function PropertyDetailDrawer({
 
         {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"}
@@ -1603,224 +2017,283 @@ export default function PropertyDetailDrawer({
                 </DrawerClose>
               </div>
 
+              {/* Tab strip — flush to the bottom of the header */}
+              <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>
-                    )}
-                  </div>
-                </div>
-              )}
-
-              {/* Property details (general context — kept above stage sections) */}
-              <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>
-              </div>
-
-              {/* Survey section */}
-              <div ref={(el) => { sectionRefs.current.survey = el; }}>
-                <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>
-
-              {/* Measures section — read-only fields plus the approver-only
-                  Instruct-measure form (issue #253). */}
-              <div ref={(el) => { sectionRefs.current.measures = el; }}>
-                <SectionHeader id="measures" label={SECTION_TITLES.measures} />
-                <div className="divide-y divide-gray-50">
-                  <InfoRow label="Proposed" value={deal.proposedMeasures} />
-                  <InfoRow label="Approved Package" value={deal.approvedPackage} />
-                  <InfoRow label="Installed" value={deal.actualMeasuresInstalled} />
-                  <InfoRow label="Lodgement Status" value={deal.lodgementStatus} />
-                </div>
-                <div className="mt-3">
-                  <InstructMeasureEditor
-                    dealId={deal.dealId}
-                    portfolioId={portfolioId}
-                    canEdit={userCapability.includes("approver")}
-                    outOfOrderWarning={outOfOrderInstructionWarning(deal)}
-                  />
-                </div>
-              </div>
-
-              {/* PIBI section — date pickers (issue #252) + measure selector (issue #254) */}
-              <div ref={(el) => { sectionRefs.current.pibi = el; }}>
-                <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
-                <div className="space-y-3">
-                  <PibiDatesEditor
-                    dealId={deal.dealId}
-                    portfolioId={portfolioId}
-                    initialOrderDate={deal.pibiOrderDate}
-                    initialCompletedDate={deal.pibiCompletedDate}
-                    canEdit={WRITE_ROLES.includes(userRole)}
-                  />
-                  {/* Approver-only PIBI measure selector (issue #254). Non-approvers
-                      still see the static read-only chip list from the deal row. */}
-                  {userCapability.includes("approver") ? (
-                    <PibiMeasureSelector
-                      dealId={deal.dealId}
-                      portfolioId={portfolioId}
-                      proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
-                      canEdit
-                    />
-                  ) : (
-                    pibiMeasures.length > 0 && (
-                      <div className="divide-y divide-gray-50">
-                        <InfoRow
-                          label="Measures for PIBI"
-                          value={
-                            <span className="flex flex-wrap gap-1.5">
-                              {pibiMeasures.map((m) => (
-                                <span
-                                  key={m}
-                                  className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
-                                >
-                                  {m}
-                                </span>
-                              ))}
-                            </span>
-                          }
-                        />
-                      </div>
-                    )
-                  )}
-                </div>
-              </div>
-
-              {/* Domna Survey section — editable for approvers (issue #256) */}
-              <div ref={(el) => { sectionRefs.current.domna = el; }}>
-                <SectionHeader id="domna" label={SECTION_TITLES.domna} />
-                <DomnaEditor
-                  dealId={deal.dealId}
-                  portfolioId={portfolioId}
-                  initialSurveyType={deal.domnaSurveyType ?? null}
-                  initialSurveyDate={deal.domnaSurveyDate}
-                  canEdit={userCapability.includes("approver")}
-                />
-              </div>
-
-              {/* Halted section — editable for approvers (issue #255) */}
-              <div ref={(el) => { sectionRefs.current.halted = el; }}>
-                <SectionHeader id="halted" label={SECTION_TITLES.halted} />
-                <HaltedEditor
-                  dealId={deal.dealId}
-                  portfolioId={portfolioId}
-                  initialHaltedDate={deal.propertyHaltedDate}
-                  initialHaltedReason={deal.propertyHaltedReason ?? null}
-                  canEdit={userCapability.includes("approver")}
-                />
-              </div>
-
-              {/* Technical Approved section */}
-              <div ref={(el) => { sectionRefs.current.technical = el; }}>
-                <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>
-
-              {/* Timeline */}
-              <div>
-                <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-4">Project Timeline</h3>
-                <MilestoneTimeline deal={deal} />
-              </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}
-                  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} />
+              {/* ── Overview ── */}
+              <div
+                data-testid="drawer-tab-panel-overview"
+                className={`px-6 py-5 space-y-6 ${activeTab === "overview" ? "block" : "hidden"}`}
+              >
+                {/* 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>
+                      )}
+                    </div>
                   </div>
                 )}
+
+                {/* Property 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>
+                </div>
+
+                {/* Survey info */}
+                <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>
+
+                {/* Project timeline */}
+                <div>
+                  <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-4">Project Timeline</h3>
+                  <MilestoneTimeline deal={deal} />
+                </div>
               </div>
+
+              {/* ── Works ── */}
+              <div
+                data-testid="drawer-tab-panel-works"
+                className={`px-6 py-5 space-y-6 ${activeTab === "works" ? "block" : "hidden"}`}
+              >
+                {/* Measures pipeline */}
+                <div>
+                  <SectionHeader id="measures" label={SECTION_TITLES.measures} />
+                  <div className="space-y-3">
+                    {/* Approval chip editor — interactive for approvers, read-only for others */}
+                    <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}
+                      canEdit={userCapability.includes("approver")}
+                      outOfOrderWarning={outOfOrderInstructionWarning(deal)}
+                    />
+                  </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 — 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>
+
+              {/* ── PIBI ── */}
+              <div
+                data-testid="drawer-tab-panel-pibi"
+                className={`px-6 py-5 space-y-6 ${activeTab === "pibi" ? "block" : "hidden"}`}
+              >
+                <div>
+                  <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
+                  <div className="space-y-3">
+                    <PibiDatesEditor
+                      dealId={deal.dealId}
+                      portfolioId={portfolioId}
+                      initialOrderDate={deal.pibiOrderDate}
+                      initialCompletedDate={deal.pibiCompletedDate}
+                      canEdit={WRITE_ROLES.includes(userRole)}
+                    />
+                    {userCapability.includes("approver") ? (
+                      <PibiMeasureSelector
+                        dealId={deal.dealId}
+                        portfolioId={portfolioId}
+                        proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+                        canEdit
+                      />
+                    ) : (
+                      pibiMeasures.length > 0 && (
+                        <div className="divide-y divide-gray-50">
+                          <InfoRow
+                            label="Measures for PIBI"
+                            value={
+                              <span className="flex flex-wrap gap-1.5">
+                                {pibiMeasures.map((m) => (
+                                  <span
+                                    key={m}
+                                    className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
+                                  >
+                                    {m}
+                                  </span>
+                                ))}
+                              </span>
+                            }
+                          />
+                        </div>
+                      )
+                    )}
+                  </div>
+                </div>
+              </div>
+
+              {/* ── Survey & Admin ── */}
+              <div
+                data-testid="drawer-tab-panel-survey-admin"
+                className={`px-6 py-5 space-y-6 ${activeTab === "survey-admin" ? "block" : "hidden"}`}
+              >
+                {/* Domna survey */}
+                <div>
+                  <SectionHeader id="domna" label={SECTION_TITLES.domna} />
+                  <DomnaEditor
+                    dealId={deal.dealId}
+                    portfolioId={portfolioId}
+                    initialSurveyType={deal.domnaSurveyType ?? null}
+                    initialSurveyDate={deal.domnaSurveyDate}
+                    canEdit={userCapability.includes("approver")}
+                  />
+                </div>
+
+                {/* Halted */}
+                <div>
+                  <SectionHeader id="halted" label={SECTION_TITLES.halted} />
+                  <HaltedEditor
+                    dealId={deal.dealId}
+                    portfolioId={portfolioId}
+                    initialHaltedDate={deal.propertyHaltedDate}
+                    initialHaltedReason={deal.propertyHaltedReason ?? null}
+                    canEdit={userCapability.includes("approver")}
+                  />
+                </div>
+
+                {/* Survey request */}
+                <div>
+                  <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
+                    Survey Request
+                  </h3>
+                  <SurveyRequestSection
+                    dealId={deal.dealId}
+                    portfolioId={portfolioId}
+                    userRole={userRole}
+                  />
+                </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}
+                    portfolioId={portfolioId}
+                    userRole={userRole}
+                    userCapability={userCapability}
+                  />
+                </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>

From b8d83747abdb6b97e29b3983138e522fe391c920 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Wed, 6 May 2026 09:38:46 +0000
Subject: [PATCH 067/147] save local

---
 .devcontainer/Dockerfile | 9 ++-------
 1 file changed, 2 insertions(+), 7 deletions(-)

diff --git a/.devcontainer/Dockerfile b/.devcontainer/Dockerfile
index edca767..96e44d9 100644
--- a/.devcontainer/Dockerfile
+++ b/.devcontainer/Dockerfile
@@ -8,7 +8,7 @@ ARG DEBIAN_FRONTEND=noninteractive
 
 # Install system dependencies in a single layer
 RUN apt update && apt install -y --no-install-recommends \
-    sudo jq vim curl bash-completion \
+    sudo jq vim curl bash-completion iputils-ping \
     && apt autoremove -y \
     && rm -rf /var/lib/apt/lists/*
 
@@ -57,12 +57,7 @@ RUN git clone https://github.com/LazyVim/starter /home/${USER}/.config/nvim \
 RUN curl -fsSL https://claude.ai/install.sh | bash \
     && export PATH="/home/${USER}/.local/bin:${PATH}" \
     && claude plugin marketplace add JuliusBrussee/caveman \
-    && claude plugin install caveman@caveman \
-    && npx skills@latest add --global --yes mattpocock/skills/grill-me \
-    && npx skills@latest add --global --yes mattpocock/skills/to-prd \
-    && npx skills@latest add --global --yes mattpocock/skills/ubiquitous-language \
-    && npx skills@latest add --global --yes mattpocock/skills/tdd \
-    && npx skills@latest add --global --yes mattpocock/skills/improve-codebase-architecture
+    && claude plugin install caveman@caveman
 ENV PATH="/home/vscode/.local/bin:${PATH}"
 USER root
 

From dda2980cac5e481e63d7ee1e6f6dadd5cd37a634 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 11:56:26 +0000
Subject: [PATCH 068/147] redesigning ui for tracking page

---
 .../live-tracking/property-deal-page.cy.js    |  50 ++
 .../property-detail-drawer.cy.js              |  55 --
 .../your-projects/live/LiveTracker.tsx        |  30 +-
 .../your-projects/live/MeasuresTable.tsx      |  27 +-
 .../live/PropertyDetailDrawer.tsx             |  32 +-
 .../your-projects/live/PropertyTable.tsx      |   8 +-
 .../live/PropertyTableColumns.tsx             |  17 +-
 .../your-projects/live/[dealId]/DealPage.tsx  | 591 ++++++++++++++++++
 .../your-projects/live/[dealId]/page.tsx      | 366 +++++++++++
 9 files changed, 1051 insertions(+), 125 deletions(-)
 create mode 100644 cypress/e2e/live-tracking/property-deal-page.cy.js
 delete mode 100644 cypress/e2e/live-tracking/property-detail-drawer.cy.js
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx

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/property-detail-drawer.cy.js b/cypress/e2e/live-tracking/property-detail-drawer.cy.js
deleted file mode 100644
index 4e37908..0000000
--- a/cypress/e2e/live-tracking/property-detail-drawer.cy.js
+++ /dev/null
@@ -1,55 +0,0 @@
-/**
- * Live Tracking — Property Detail Drawer (issue #251)
- *
- * Verifies the row-click flow on the Measures tab: clicking a row in the
- * MeasuresTable opens the PropertyDetailDrawer and all six stage-ordered
- * sections are visible in the body.
- *
- * The spec assumes an authenticated session can be reused (or skipped) the
- * same way the rest of the suite handles it. Because live tracking is a
- * portfolio-scoped page, the test reads the target portfolio slug from the
- * `LIVE_PORTFOLIO_SLUG` Cypress env var so it can run against any seeded
- * environment without hard-coding an ID.
- */
-
-const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
-
-const EXPECTED_SECTIONS = [
-  "survey",
-  "measures",
-  "pibi",
-  "domna",
-  "halted",
-  "technical",
-];
-
-describe("Property detail drawer — measures row click", function () {
-  before(function () {
-    if (!PORTFOLIO_SLUG) {
-      // Skip the suite entirely when the env var is absent. The spec still
-      // compiles so CI pipelines that lint Cypress files stay green.
-      cy.log(
-        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
-      );
-      this.skip();
-    }
-  });
-
-  it("opens the drawer focused on Measures and shows all six sections", () => {
-    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
-
-    // Switch to the Measures tab.
-    cy.contains("button, [role=tab]", "Measures").click();
-
-    // Click the first measures row.
-    cy.get("[data-testid=measures-row]").first().click();
-
-    // Drawer is open.
-    cy.get("[data-testid=property-detail-drawer]").should("be.visible");
-
-    // All six sections rendered inside the drawer.
-    EXPECTED_SECTIONS.forEach((section) => {
-      cy.get(`[data-testid=drawer-section-${section}]`).should("exist");
-    });
-  });
-});
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 a11828b..e73316f 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, { type DrawerSection } from "./PropertyDetailDrawer";
 import AnalyticsView from "./AnalyticsView";
 import type {
   LiveTrackerProps,
@@ -75,22 +74,6 @@ export default function LiveTracker({
     dealname: null,
   });
 
-  // ── Property detail drawer ───────────────────────────────────────────
-  const [detailDeal, setDetailDeal] = useState<ClassifiedDeal | null>(null);
-  const [detailFocusSection, setDetailFocusSection] = useState<
-    DrawerSection | undefined
-  >(undefined);
-
-  const openDetailDrawer = (deal: ClassifiedDeal, section?: DrawerSection) => {
-    setDetailFocusSection(section);
-    setDetailDeal(deal);
-  };
-
-  const closeDetailDrawer = () => {
-    setDetailDeal(null);
-    setDetailFocusSection(undefined);
-  };
-
   const handleOpenTable = (
     stage: string,
     filteredDeals: ClassifiedDeal[],
@@ -243,7 +226,7 @@ export default function LiveTracker({
             <PropertyTable
               data={currentProject?.allDeals ?? []}
               onOpenDrawer={handleOpenDrawer}
-              onOpenDetail={(deal) => openDetailDrawer(deal)}
+              portfolioId={portfolioId}
               docStatusMap={docStatusMap}
               removalStatusByDeal={removalStatusByDeal}
             />
@@ -322,7 +305,6 @@ export default function LiveTracker({
               data={currentProject?.allDeals ?? []}
               approvalsByDeal={approvalsByDeal}
               portfolioId={portfolioId}
-              onOpenDetail={(deal) => openDetailDrawer(deal, "measures")}
             />
           </div>
         </TabsContent>
@@ -437,16 +419,6 @@ export default function LiveTracker({
         }
       />
 
-      {/* ── Property detail drawer ─────────────────────────────────────── */}
-      <PropertyDetailDrawer
-        deal={detailDeal}
-        onClose={closeDetailDrawer}
-        portfolioId={portfolioId}
-        userRole={userRole}
-        userCapability={userCapability}
-        userEmail={userEmail}
-        focusSection={detailFocusSection}
-      />
     </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 eef8469..9259fc4 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
@@ -1,6 +1,7 @@
 "use client";
 
 import React, { useMemo, useState } from "react";
+import { useRouter } from "next/navigation";
 import { useQuery } from "@tanstack/react-query";
 import {
   Table,
@@ -31,11 +32,6 @@ type Props = {
   data: ClassifiedDeal[];
   approvalsByDeal: ApprovalsByDeal;
   portfolioId: string;
-  /**
-   * Called when a row is clicked. Opens PropertyDetailDrawer focused on the
-   * Works tab so the user can approve measures there.
-   */
-  onOpenDetail?: (deal: ClassifiedDeal) => void;
 };
 
 function ApprovalStatus({
@@ -143,8 +139,8 @@ export default function MeasuresTable({
   data,
   approvalsByDeal,
   portfolioId,
-  onOpenDetail,
 }: Props) {
+  const router = useRouter();
   const [search, setSearch] = useState("");
   const [expandedRows, setExpandedRows] = useState<Set<string>>(new Set());
 
@@ -202,7 +198,7 @@ export default function MeasuresTable({
             {filtered.length} of {dealsWithMeasures.length} properties
           </span>
           <span className="text-xs text-gray-400 hidden sm:inline">
-            · Click a row to approve measures
+            · Click a row to open property
           </span>
         </div>
       </div>
@@ -235,14 +231,15 @@ export default function MeasuresTable({
               const stageColor = STAGE_COLORS[deal.displayStage];
               const isExpanded = expandedRows.has(deal.dealId);
 
+              const dealPageUrl = `/portfolio/${portfolioId}/your-projects/live/${deal.dealId}?tab=works`;
+
               const handleRowClick = () => {
-                if (onOpenDetail) onOpenDetail(deal);
+                router.push(dealPageUrl);
               };
               const handleRowKeyDown = (e: React.KeyboardEvent<HTMLTableRowElement>) => {
-                if (!onOpenDetail) return;
                 if (e.key === "Enter" || e.key === " ") {
                   e.preventDefault();
-                  onOpenDetail(deal);
+                  router.push(dealPageUrl);
                 }
               };
 
@@ -250,11 +247,11 @@ export default function MeasuresTable({
                 <React.Fragment key={deal.dealId}>
                   <TableRow
                     data-testid="measures-row"
-                    onClick={onOpenDetail ? handleRowClick : undefined}
-                    onKeyDown={onOpenDetail ? handleRowKeyDown : undefined}
-                    tabIndex={onOpenDetail ? 0 : undefined}
-                    role={onOpenDetail ? "button" : undefined}
-                    className={`border-b border-gray-50 hover:bg-gray-50/50 transition-colors ${onOpenDetail ? "cursor-pointer" : ""}`}
+                    onClick={handleRowClick}
+                    onKeyDown={handleRowKeyDown}
+                    tabIndex={0}
+                    role="button"
+                    className="border-b border-gray-50 hover:bg-gray-50/50 transition-colors cursor-pointer"
                   >
                     {/* Expand toggle */}
                     <TableCell className="py-3 pl-3 pr-0 w-6">
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 fcacd3d..1d0973d 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -64,9 +64,9 @@ const TAB_LABELS: Record<DrawerTab, string> = {
 // -----------------------------------------------------------------------
 // Removal request section
 // -----------------------------------------------------------------------
-const WRITE_ROLES = ["creator", "admin", "write"];
+export const WRITE_ROLES = ["creator", "admin", "write"];
 
-function RemovalRequestSection({
+export function RemovalRequestSection({
   dealId,
   portfolioId,
   userRole,
@@ -370,7 +370,7 @@ type SurveyRequestRecord = {
   fulfilledAt: string | null;
 };
 
-function SurveyRequestSection({
+export function SurveyRequestSection({
   dealId,
   portfolioId,
   userRole,
@@ -506,7 +506,7 @@ function SurveyRequestSection({
 // -----------------------------------------------------------------------
 // Approval log placeholder (expand into a real implementation as needed)
 // -----------------------------------------------------------------------
-function ApprovalLogSection({ dealId, portfolioId }: { dealId: string; portfolioId: string }) {
+export function ApprovalLogSection({ dealId, portfolioId }: { dealId: string; portfolioId: string }) {
   void dealId; void portfolioId;
   return <p className="text-xs text-gray-400">No approvals recorded.</p>;
 }
@@ -537,7 +537,7 @@ const MILESTONES: { label: string; field: keyof ClassifiedDeal; sublabel?: strin
   { label: "Stage 1 Lodgement",    field: "fullLodgementDate" },
 ];
 
-function formatDate(d: Date | string | null | undefined): string | null {
+export function formatDate(d: Date | string | null | undefined): string | null {
   if (!d) return null;
   try {
     return new Date(d).toLocaleDateString("en-GB", {
@@ -553,7 +553,7 @@ function formatDate(d: Date | string | null | undefined): string | null {
 // -----------------------------------------------------------------------
 // Mini info row
 // -----------------------------------------------------------------------
-function InfoRow({ label, value }: { label: string; value: React.ReactNode }) {
+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">
@@ -566,7 +566,7 @@ function InfoRow({ label, value }: { label: string; value: React.ReactNode }) {
 // -----------------------------------------------------------------------
 // Stage badge
 // -----------------------------------------------------------------------
-function StageBadge({ stage }: { stage: ClassifiedDeal["displayStage"] }) {
+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 ${c.bg} ${c.text} ${c.border}`}>
@@ -579,7 +579,7 @@ function StageBadge({ stage }: { stage: ClassifiedDeal["displayStage"] }) {
 // -----------------------------------------------------------------------
 // Vertical milestone timeline
 // -----------------------------------------------------------------------
-function MilestoneTimeline({ deal }: { deal: ClassifiedDeal }) {
+export function MilestoneTimeline({ deal }: { deal: ClassifiedDeal }) {
   const milestones = MILESTONES.map((m) => ({
     ...m,
     date: formatDate(deal[m.field] as Date | string | null),
@@ -688,7 +688,7 @@ interface PibiDatesEditorProps {
   canEdit: boolean;
 }
 
-function PibiDatesEditor({
+export function PibiDatesEditor({
   dealId,
   portfolioId,
   initialOrderDate,
@@ -874,7 +874,7 @@ interface HaltedEditorProps {
   canEdit: boolean;
 }
 
-function HaltedEditor({
+export function HaltedEditor({
   dealId,
   portfolioId,
   initialHaltedDate,
@@ -1112,7 +1112,7 @@ interface DomnaEditorProps {
   canEdit: boolean;
 }
 
-function DomnaEditor({
+export function DomnaEditor({
   dealId,
   portfolioId,
   initialSurveyType,
@@ -1294,7 +1294,7 @@ interface PibiMeasureSelectorProps {
   canEdit: boolean;
 }
 
-function PibiMeasureSelector({
+export function PibiMeasureSelector({
   dealId,
   portfolioId,
   proposedMeasures,
@@ -1517,7 +1517,7 @@ interface InstructMeasureEditorProps {
   outOfOrderWarning: string | null;
 }
 
-function InstructMeasureEditor({
+export function InstructMeasureEditor({
   dealId,
   portfolioId,
   canEdit,
@@ -1667,7 +1667,7 @@ interface MeasureApprovalEditorProps {
   isApprover: boolean;
 }
 
-function MeasureApprovalEditor({
+export function MeasureApprovalEditor({
   dealId,
   dealName,
   portfolioId,
@@ -1926,7 +1926,7 @@ interface PropertyDetailDrawerProps {
 
 // Section metadata — central to keep the on-screen ordering aligned with the
 // stage-ordered acceptance criteria of issue #251.
-const SECTION_TITLES: Record<DrawerSection, string> = {
+export const SECTION_TITLES: Record<DrawerSection, string> = {
   survey: "Survey",
   measures: "Measures",
   pibi: "PIBI",
@@ -1935,7 +1935,7 @@ const SECTION_TITLES: Record<DrawerSection, string> = {
   technical: "Technical Approved",
 };
 
-function SectionHeader({ id, label }: { id: DrawerSection; label: string }) {
+export function SectionHeader({ id, label }: { id: DrawerSection; label: string }) {
   return (
     <h3
       data-testid={`drawer-section-${id}`}
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..a4b1b96 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
@@ -2,6 +2,7 @@
 
 import { ColumnDef } from "@tanstack/react-table";
 import { ArrowUpDown, CheckCircle2, AlertCircle, FileX } from "lucide-react";
+import Link from "next/link";
 import { STAGE_COLORS } from "./types";
 import type { ClassifiedDeal, DisplayStage, DocStatusMap, RemovalStatusByDeal } from "./types";
 
@@ -48,7 +49,7 @@ 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 +61,22 @@ 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..b865946
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -0,0 +1,591 @@
+"use client";
+
+import { useState } from "react";
+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 } from "@/app/utils";
+import { parseMeasures } from "@/app/lib/parseMeasures";
+import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
+import type { ClassifiedDeal, PortfolioCapabilityType, DocStatus, EffectiveRemovalState } from "../types";
+import { STAGE_COLORS } from "../types";
+import {
+  InfoRow,
+  StageBadge,
+  MilestoneTimeline,
+  formatDate,
+  MeasureApprovalEditor,
+  InstructMeasureEditor,
+  ApprovalLogSection,
+  PibiDatesEditor,
+  PibiMeasureSelector,
+  DomnaEditor,
+  HaltedEditor,
+  SurveyRequestSection,
+  RemovalRequestSection,
+  SectionHeader,
+  SECTION_TITLES,
+  WRITE_ROLES,
+} from "../PropertyDetailDrawer";
+
+type Tab = "works" | "pibi" | "survey-admin" | "documents";
+const VALID_TABS: Tab[] = ["works", "pibi", "survey-admin", "documents"];
+
+const TAB_LABELS: Record<Tab, string> = {
+  works: "Works",
+  pibi: "PIBI",
+  "survey-admin": "Survey & Admin",
+  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,
+  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 epcCurrent = sapToEpc(deal.preSapScore != null ? Number(deal.preSapScore) : null);
+  const epcPotential = sapToEpc(deal.epcSapScorePotential != null ? Number(deal.epcSapScorePotential) : null);
+  const technicalApprovedMeasures = parseMeasures(
+    deal.technicalApprovedMeasuresForInstall ?? null,
+  );
+  const pibiMeasures = parseMeasures(deal.measuresForPibiOrdered ?? null);
+
+  const isApprover = userCapability.includes("approver");
+  const canWrite = WRITE_ROLES.includes(userRole);
+  const stageColors = STAGE_COLORS[deal.displayStage] ?? STAGE_COLORS["Unknown Stage"];
+
+  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">
+                <span className="text-2xl font-black text-brandblue">{epcCurrent}</span>
+                {epcPotential !== "Unknown" && epcPotential !== epcCurrent && (
+                  <span className="text-sm text-gray-400">→ {epcPotential}</span>
+                )}
+              </div>
+              {deal.preSapScore !== null && deal.preSapScore !== undefined && (
+                <p className="text-xs text-gray-500">SAP: {deal.preSapScore}</p>
+              )}
+            </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="Pre-SAP"
+                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
+                }
+              />
+            </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>
+
+            {/* Timeline */}
+            <div>
+              <p className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
+                Project Timeline
+              </p>
+              <MilestoneTimeline deal={deal} />
+            </div>
+
+            {deal.uprn && (
+              <p className="text-xs text-gray-400 font-mono">UPRN: {deal.uprn}</p>
+            )}
+          </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} />
+                  <InfoRow label="Lodgement Status" value={deal.lodgementStatus} />
+                </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">
+                    <ApprovalLogSection dealId={deal.dealId} portfolioId={portfolioId} />
+                  </div>
+                )}
+              </div>
+            </div>
+
+            {/* ── PIBI ── */}
+            <div
+              className={`p-5 space-y-6 ${activeTab === "pibi" ? "block" : "hidden"}`}
+            >
+              <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
+              <div className="space-y-3">
+                <PibiDatesEditor
+                  dealId={deal.dealId}
+                  portfolioId={portfolioId}
+                  initialOrderDate={deal.pibiOrderDate}
+                  initialCompletedDate={deal.pibiCompletedDate}
+                  canEdit={canWrite}
+                />
+                {isApprover ? (
+                  <PibiMeasureSelector
+                    dealId={deal.dealId}
+                    portfolioId={portfolioId}
+                    proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+                    canEdit
+                  />
+                ) : (
+                  pibiMeasures.length > 0 && (
+                    <div className="divide-y divide-gray-50">
+                      <InfoRow
+                        label="Measures for PIBI"
+                        value={
+                          <span className="flex flex-wrap gap-1.5">
+                            {pibiMeasures.map((m) => (
+                              <span
+                                key={m}
+                                className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
+                              >
+                                {m}
+                              </span>
+                            ))}
+                          </span>
+                        }
+                      />
+                    </div>
+                  )
+                )}
+              </div>
+            </div>
+
+            {/* ── Survey & Admin ── */}
+            <div
+              className={`p-5 space-y-6 ${activeTab === "survey-admin" ? "block" : "hidden"}`}
+            >
+              <div>
+                <SectionHeader id="domna" label={SECTION_TITLES.domna} />
+                <DomnaEditor
+                  dealId={deal.dealId}
+                  portfolioId={portfolioId}
+                  initialSurveyType={deal.domnaSurveyType ?? null}
+                  initialSurveyDate={deal.domnaSurveyDate}
+                  canEdit={isApprover}
+                />
+              </div>
+              <div>
+                <SectionHeader id="halted" label={SECTION_TITLES.halted} />
+                <HaltedEditor
+                  dealId={deal.dealId}
+                  portfolioId={portfolioId}
+                  initialHaltedDate={deal.propertyHaltedDate}
+                  initialHaltedReason={deal.propertyHaltedReason ?? null}
+                  canEdit={isApprover}
+                />
+              </div>
+              <div>
+                <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
+                  Survey Request
+                </h3>
+                <SurveyRequestSection
+                  dealId={deal.dealId}
+                  portfolioId={portfolioId}
+                  userRole={userRole}
+                />
+              </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>
+            </div>
+
+            {/* ── Documents ── */}
+            <div
+              className={`p-5 space-y-4 ${activeTab === "documents" ? "block" : "hidden"}`}
+            >
+              <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400">
+                Documents
+              </h3>
+              {docStatus.hasSurveyDocs || docStatus.hasInstallDocs ? (
+                <div className="space-y-3">
+                  <div className="flex items-center gap-2">
+                    <span
+                      className={`w-2 h-2 rounded-full ${docStatus.isSurveyComplete ? "bg-emerald-500" : docStatus.hasSurveyDocs ? "bg-amber-400" : "bg-gray-300"}`}
+                    />
+                    <span className="text-sm text-gray-700">
+                      Survey docs:{" "}
+                      <span className="font-medium">
+                        {docStatus.isSurveyComplete
+                          ? "Complete"
+                          : docStatus.hasSurveyDocs
+                            ? `${docStatus.presentSurveyTypes.length} uploaded`
+                            : "None"}
+                      </span>
+                    </span>
+                  </div>
+                  <div className="flex items-center gap-2">
+                    <span
+                      className={`w-2 h-2 rounded-full ${docStatus.installStatus === "all" ? "bg-emerald-500" : docStatus.installStatus === "partial" || docStatus.installStatus === "hasDocs" ? "bg-amber-400" : "bg-gray-300"}`}
+                    />
+                    <span className="text-sm text-gray-700">
+                      Install docs:{" "}
+                      <span className="font-medium capitalize">
+                        {docStatus.installStatus === "none"
+                          ? "None"
+                          : docStatus.installStatus === "all"
+                            ? "Complete"
+                            : "Partial"}
+                      </span>
+                    </span>
+                  </div>
+                  {docStatus.measureProgress.length > 0 && (
+                    <div className="space-y-2 mt-2">
+                      {docStatus.measureProgress.map((mp) => (
+                        <div
+                          key={mp.measureName}
+                          className="flex items-center justify-between text-xs py-1.5 border-b border-gray-50 last:border-0"
+                        >
+                          <span className="text-gray-700">{mp.measureName}</span>
+                          <span
+                            className={`font-medium ${mp.isComplete ? "text-emerald-600" : "text-amber-600"}`}
+                          >
+                            {mp.uploadedCount}/{mp.requiredCount}
+                          </span>
+                        </div>
+                      ))}
+                    </div>
+                  )}
+                </div>
+              ) : (
+                <p className="text-sm text-gray-400">No documents uploaded yet.</p>
+              )}
+            </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("survey-admin")}
+              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("survey-admin")}
+              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>
+
+          {/* Links */}
+          {(deal.pashubLink || deal.sharepointLink) && (
+            <div className="bg-white rounded-xl border border-gray-200 shadow-sm p-4 space-y-2">
+              <p className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-2">
+                Links
+              </p>
+              {deal.pashubLink && (
+                <a
+                  href={deal.pashubLink}
+                  target="_blank"
+                  rel="noopener noreferrer"
+                  className="flex items-center gap-2 text-sm text-brandblue hover:underline"
+                >
+                  PAS Hub
+                </a>
+              )}
+              {deal.sharepointLink && (
+                <a
+                  href={deal.sharepointLink}
+                  target="_blank"
+                  rel="noopener noreferrer"
+                  className="flex items-center gap-2 text-sm text-brandblue hover:underline"
+                >
+                  SharePoint
+                </a>
+              )}
+            </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}
+            canEdit={isApprover}
+            outOfOrderWarning={outOfOrderInstructionWarning(deal)}
+          />
+        </DialogContent>
+      </Dialog>
+
+    </TooltipProvider>
+  );
+}
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..bce8d22
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
@@ -0,0 +1,366 @@
+import { getServerSession } from "next-auth";
+import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
+import { redirect, notFound } from "next/navigation";
+import { eq, inArray, and, desc } from "drizzle-orm";
+import { db } from "@/app/db/db";
+import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
+import { alias } from "drizzle-orm/pg-core";
+import { hubspotUsers } from "@/app/db/schema/crm/hubspot_user_table";
+import { uploadedFiles } from "@/app/db/schema/uploaded_files";
+import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation";
+import { organisation } from "@/app/db/schema/organisation";
+import { 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 { sql } from "drizzle-orm";
+import type {
+  HubspotDeal,
+  DocStatus,
+  MeasureDocProgress,
+  PortfolioCapabilityType,
+  EffectiveRemovalState,
+} from "../types";
+import {
+  EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES,
+  SURVEY_ALL_DOC_TYPES,
+} from "../types";
+import { getRequiredDocs } from "@/app/lib/measureDocumentRequirements";
+import { classifyDeals } from "../transforms";
+import type { InferSelectModel } from "drizzle-orm";
+import DealPage from "./DealPage";
+import Link from "next/link";
+
+const coordinatorUser = alias(hubspotUsers, "coordinator_user");
+const designerUser = alias(hubspotUsers, "designer_user");
+
+type DealRow = {
+  deal: InferSelectModel<typeof hubspotDealData>;
+  coordinator: string | null;
+  designer: string | null;
+};
+
+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,
+  };
+}
+
+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 link = await db
+    .select({ hubspotCompanyId: organisation.hubspotCompanyId })
+    .from(portfolioOrganisation)
+    .innerJoin(
+      organisation,
+      eq(portfolioOrganisation.organisationId, organisation.id),
+    )
+    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)))
+    .limit(1);
+
+  if (!link.length || !link[0].hubspotCompanyId) {
+    redirect(`/portfolio/${portfolioId}/your-projects/live`);
+  }
+
+  const companyId = link[0].hubspotCompanyId;
+
+  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(
+        eq(hubspotDealData.companyId, companyId),
+        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));
+
+  let removalState: EffectiveRemovalState = "none";
+  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);
+
+  if (removalRows[0]) {
+    const row = removalRows[0];
+    if (row.status === "pending") {
+      removalState =
+        row.type === "re_addition" ? "pending_re_addition" : "pending_removal";
+    } else if (row.type === "removal" && row.status === "approved") {
+      removalState = "removed";
+    } else if (row.type === "re_addition" && row.status === "declined") {
+      removalState = "removed";
+    }
+  }
+
+  // Doc status — same two-phase strategy as live tracker
+  const docFiles: Array<{ fileType: string; measureName: string | null }> = [];
+
+  const phase1Rows = await db
+    .select({
+      hubsotDealId: uploadedFiles.hubsotDealId,
+      fileType: uploadedFiles.fileType,
+      measureName: uploadedFiles.measureName,
+    })
+    .from(uploadedFiles)
+    .where(eq(uploadedFiles.hubsotDealId, dealId));
+
+  for (const row of phase1Rows) {
+    if (row.fileType !== null) {
+      docFiles.push({ fileType: row.fileType, measureName: row.measureName });
+    }
+  }
+
+  if (docFiles.length === 0 && deal.uprn) {
+    try {
+      const uprnBig = BigInt(deal.uprn);
+      const phase2Rows = await db
+        .select({
+          fileType: uploadedFiles.fileType,
+          measureName: uploadedFiles.measureName,
+        })
+        .from(uploadedFiles)
+        .where(eq(uploadedFiles.uprn, uprnBig));
+
+      for (const row of phase2Rows) {
+        if (row.fileType !== null) {
+          docFiles.push({
+            fileType: row.fileType,
+            measureName: row.measureName,
+          });
+        }
+      }
+    } catch {
+      // Invalid UPRN — skip phase 2
+    }
+  }
+
+  const measures =
+    approvedMeasures.length > 0
+      ? approvedMeasures
+      : (deal.proposedMeasures ?? "")
+          .split(",")
+          .map((m: string) => m.trim())
+          .filter(Boolean);
+
+  const surveyDocs = docFiles.filter((d) => SURVEY_ALL_DOC_TYPES.has(d.fileType));
+  const installDocs = docFiles.filter((d) => !SURVEY_ALL_DOC_TYPES.has(d.fileType));
+  const surveyTypeSet = new Set(surveyDocs.map((d) => d.fileType));
+
+  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";
+    }
+  }
+
+  const docStatus: DocStatus = {
+    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 (
+    <div className="max-w-7xl 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>
+  );
+}

From a754f9a7a3e9ab3a2ab6cea9a1e4ad93b97467f6 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 12:10:30 +0000
Subject: [PATCH 069/147] moving location of timeline

---
 .../your-projects/live/[dealId]/DealPage.tsx  | 43 +++----------------
 1 file changed, 7 insertions(+), 36 deletions(-)

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
index b865946..cbd680f 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -205,14 +205,6 @@ export default function DealPage({
               </div>
             </div>
 
-            {/* Timeline */}
-            <div>
-              <p className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3">
-                Project Timeline
-              </p>
-              <MilestoneTimeline deal={deal} />
-            </div>
-
             {deal.uprn && (
               <p className="text-xs text-gray-400 font-mono">UPRN: {deal.uprn}</p>
             )}
@@ -537,34 +529,13 @@ export default function DealPage({
             </button>
           </div>
 
-          {/* Links */}
-          {(deal.pashubLink || deal.sharepointLink) && (
-            <div className="bg-white rounded-xl border border-gray-200 shadow-sm p-4 space-y-2">
-              <p className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-2">
-                Links
-              </p>
-              {deal.pashubLink && (
-                <a
-                  href={deal.pashubLink}
-                  target="_blank"
-                  rel="noopener noreferrer"
-                  className="flex items-center gap-2 text-sm text-brandblue hover:underline"
-                >
-                  PAS Hub
-                </a>
-              )}
-              {deal.sharepointLink && (
-                <a
-                  href={deal.sharepointLink}
-                  target="_blank"
-                  rel="noopener noreferrer"
-                  className="flex items-center gap-2 text-sm text-brandblue hover:underline"
-                >
-                  SharePoint
-                </a>
-              )}
-            </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>

From f8bbb19b07fc8d67f06779ef3c1302acce7b6e7c Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:49:40 +0000
Subject: [PATCH 070/147] remove readonly on gitconfig

---
 .devcontainer/docker-compose.yml | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/.devcontainer/docker-compose.yml b/.devcontainer/docker-compose.yml
index 8728497..4c9690f 100644
--- a/.devcontainer/docker-compose.yml
+++ b/.devcontainer/docker-compose.yml
@@ -12,7 +12,7 @@ services:
       - "3000:3000"
     volumes:
       - ..:/workspaces/assessment-model
-      - ~/.gitconfig:/home/vscode/.gitconfig:ro
+      - ~/.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

From a8c5e7e9235323451dd52203a1f6f802edced169 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:52:55 +0000
Subject: [PATCH 071/147] add magicplan tables

---
 src/app/db/schema/magic_plan/door.ts   | 14 ++++++++++++++
 src/app/db/schema/magic_plan/floor.ts  | 13 +++++++++++++
 src/app/db/schema/magic_plan/plan.ts   | 10 ++++++++++
 src/app/db/schema/magic_plan/room.ts   | 16 ++++++++++++++++
 src/app/db/schema/magic_plan/window.ts | 16 ++++++++++++++++
 5 files changed, 69 insertions(+)
 create mode 100644 src/app/db/schema/magic_plan/door.ts
 create mode 100644 src/app/db/schema/magic_plan/floor.ts
 create mode 100644 src/app/db/schema/magic_plan/plan.ts
 create mode 100644 src/app/db/schema/magic_plan/room.ts
 create mode 100644 src/app/db/schema/magic_plan/window.ts

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..f477022
--- /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),
+    width_m:  real("width_m"),
+    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..00a242d
--- /dev/null
+++ b/src/app/db/schema/magic_plan/plan.ts
@@ -0,0 +1,10 @@
+import { pgTable, bigserial, text } from "drizzle-orm/pg-core";
+
+export const magicPlanPlan = pgTable(
+  "magic_plan_plan",
+  {
+    id:       bigserial("id", { mode: "bigint" }).primaryKey(),
+    planName: text("plan_name"),
+    address:  text("address"),
+  },
+);
\ 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..d6509fc
--- /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"),
+    width_m:  real("width_m"),
+    length_m: real("length_m"),
+    area_m2:  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..3077b0b
--- /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),
+    width_m:          real("width_m"),
+    height_m:         real("width_m"),
+    area_m2:          real("area_m2"),
+    opening_type:     text("opening_type"),
+  },
+);
\ No newline at end of file

From d63cfe6828769b320ca4ad990ca76508951c98e8 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:54:29 +0000
Subject: [PATCH 072/147] rename magic plan plan plan_name to name

---
 src/app/db/schema/magic_plan/plan.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/app/db/schema/magic_plan/plan.ts b/src/app/db/schema/magic_plan/plan.ts
index 00a242d..25f3014 100644
--- a/src/app/db/schema/magic_plan/plan.ts
+++ b/src/app/db/schema/magic_plan/plan.ts
@@ -4,7 +4,7 @@ export const magicPlanPlan = pgTable(
   "magic_plan_plan",
   {
     id:       bigserial("id", { mode: "bigint" }).primaryKey(),
-    planName: text("plan_name"),
+    name: text("name"),
     address:  text("address"),
   },
 );
\ No newline at end of file

From dd02b7f85d52e6bf233d5efce1071848125d9fc1 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:55:02 +0000
Subject: [PATCH 073/147] indent

---
 src/app/db/schema/magic_plan/plan.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/app/db/schema/magic_plan/plan.ts b/src/app/db/schema/magic_plan/plan.ts
index 25f3014..921d9cf 100644
--- a/src/app/db/schema/magic_plan/plan.ts
+++ b/src/app/db/schema/magic_plan/plan.ts
@@ -4,7 +4,7 @@ export const magicPlanPlan = pgTable(
   "magic_plan_plan",
   {
     id:       bigserial("id", { mode: "bigint" }).primaryKey(),
-    name: text("name"),
+    name:     text("name"),
     address:  text("address"),
   },
 );
\ No newline at end of file

From 855cf2a10b6229d54271886843f3c9f86a0b45d8 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:56:46 +0000
Subject: [PATCH 074/147] change door width to mm

---
 src/app/db/schema/magic_plan/door.ts | 8 ++++----
 1 file changed, 4 insertions(+), 4 deletions(-)

diff --git a/src/app/db/schema/magic_plan/door.ts b/src/app/db/schema/magic_plan/door.ts
index f477022..69523cf 100644
--- a/src/app/db/schema/magic_plan/door.ts
+++ b/src/app/db/schema/magic_plan/door.ts
@@ -4,11 +4,11 @@ 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" })
+    id:         bigserial("id", { mode: "bigint" }).primaryKey(),
+    roomId:     bigint("magic_plan_room_id", { mode: "bigint" })
       .notNull()
       .references(() => magicPlanRoom.id),
-    width_m:  real("width_m"),
-    type:     text("type"),
+    width_md:   real("width_mm"),
+    type:       text("type"),
   },
 );
\ No newline at end of file

From e85eabf89d245b512df5c539f87b23db15ee36dc Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:56:54 +0000
Subject: [PATCH 075/147] correct column name in window

---
 src/app/db/schema/magic_plan/window.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/app/db/schema/magic_plan/window.ts b/src/app/db/schema/magic_plan/window.ts
index 3077b0b..70b65c9 100644
--- a/src/app/db/schema/magic_plan/window.ts
+++ b/src/app/db/schema/magic_plan/window.ts
@@ -9,7 +9,7 @@ export const magicPlanWindow = pgTable(
       .notNull()
       .references(() => magicPlanRoom.id),
     width_m:          real("width_m"),
-    height_m:         real("width_m"),
+    height_m:         real("height_m"),
     area_m2:          real("area_m2"),
     opening_type:     text("opening_type"),
   },

From 9f6eb888d9d4cfdddab3e3758a9b8c8eccf5755c Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:57:49 +0000
Subject: [PATCH 076/147] correct casing

---
 src/app/db/schema/magic_plan/door.ts   | 2 +-
 src/app/db/schema/magic_plan/window.ts | 8 ++++----
 2 files changed, 5 insertions(+), 5 deletions(-)

diff --git a/src/app/db/schema/magic_plan/door.ts b/src/app/db/schema/magic_plan/door.ts
index 69523cf..d184818 100644
--- a/src/app/db/schema/magic_plan/door.ts
+++ b/src/app/db/schema/magic_plan/door.ts
@@ -8,7 +8,7 @@ export const magicPlanDoor = pgTable(
     roomId:     bigint("magic_plan_room_id", { mode: "bigint" })
       .notNull()
       .references(() => magicPlanRoom.id),
-    width_md:   real("width_mm"),
+    widthMm:   real("width_mm"),
     type:       text("type"),
   },
 );
\ 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
index 70b65c9..b1be11c 100644
--- a/src/app/db/schema/magic_plan/window.ts
+++ b/src/app/db/schema/magic_plan/window.ts
@@ -8,9 +8,9 @@ export const magicPlanWindow = pgTable(
     roomId:           bigint("magic_plan_room_id", { mode: "bigint" })
       .notNull()
       .references(() => magicPlanRoom.id),
-    width_m:          real("width_m"),
-    height_m:         real("height_m"),
-    area_m2:          real("area_m2"),
-    opening_type:     text("opening_type"),
+    widthM:          real("width_m"),
+    heightM:         real("height_m"),
+    areaM2:          real("area_m2"),
+    openingType:     text("opening_type"),
   },
 );
\ No newline at end of file

From 19df0e2cd5ddceee9a35fce9982680a0feaa0156 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:58:12 +0000
Subject: [PATCH 077/147] indent

---
 src/app/db/schema/magic_plan/door.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/app/db/schema/magic_plan/door.ts b/src/app/db/schema/magic_plan/door.ts
index d184818..6cc488b 100644
--- a/src/app/db/schema/magic_plan/door.ts
+++ b/src/app/db/schema/magic_plan/door.ts
@@ -8,7 +8,7 @@ export const magicPlanDoor = pgTable(
     roomId:     bigint("magic_plan_room_id", { mode: "bigint" })
       .notNull()
       .references(() => magicPlanRoom.id),
-    widthMm:   real("width_mm"),
+    widthMm:    real("width_mm"),
     type:       text("type"),
   },
 );
\ No newline at end of file

From a1b086f18e9ca1976a6e1d4240c492a03f3c84b7 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:58:51 +0000
Subject: [PATCH 078/147] indent

---
 src/app/db/schema/magic_plan/room.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/app/db/schema/magic_plan/room.ts b/src/app/db/schema/magic_plan/room.ts
index d6509fc..afe2b72 100644
--- a/src/app/db/schema/magic_plan/room.ts
+++ b/src/app/db/schema/magic_plan/room.ts
@@ -5,7 +5,7 @@ export const magicPlanRoom = pgTable(
   "magic_plan_room",
   {
     id:       bigserial("id", { mode: "bigint" }).primaryKey(),
-    floorId:   bigint("magic_plan_floor_id", { mode: "bigint" })
+    floorId:  bigint("magic_plan_floor_id", { mode: "bigint" })
       .notNull()
       .references(() => magicPlanFloor.id),
     name:     text("name"),

From dbbaedd6cd656d641f3ed73295d2844d02d3fc2d Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 13:59:48 +0000
Subject: [PATCH 079/147] migration files

---
 src/app/db/migrations/0192_aromatic_angel.sql |   41 +
 src/app/db/migrations/meta/0192_snapshot.json | 8956 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 9004 insertions(+)
 create mode 100644 src/app/db/migrations/0192_aromatic_angel.sql
 create mode 100644 src/app/db/migrations/meta/0192_snapshot.json

diff --git a/src/app/db/migrations/0192_aromatic_angel.sql b/src/app/db/migrations/0192_aromatic_angel.sql
new file mode 100644
index 0000000..0c58fd4
--- /dev/null
+++ b/src/app/db/migrations/0192_aromatic_angel.sql
@@ -0,0 +1,41 @@
+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
+);
+--> 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
+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;
\ 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..a672069
--- /dev/null
+++ b/src/app/db/migrations/meta/0192_snapshot.json
@@ -0,0 +1,8956 @@
+{
+  "id": "8ca9a14f-57a3-49f2-87fa-cb7e882941c0",
+  "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
+        }
+      },
+      "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,
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+          "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
+    },
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+      "name": "epc_property",
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+          "name": "id",
+          "type": "bigserial",
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+        },
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+          "name": "property_id",
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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",
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+          "name": "report_reference",
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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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+          "name": "schema_versions_original",
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+        },
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+          "name": "status",
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+          "notNull": false
+        },
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+          "name": "calculation_software_version",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "address_line_1": {
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+          "type": "text",
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+          "notNull": true
+        },
+        "address_line_2": {
+          "name": "address_line_2",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "post_town": {
+          "name": "post_town",
+          "type": "text",
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+          "notNull": true
+        },
+        "postcode": {
+          "name": "postcode",
+          "type": "text",
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+          "notNull": true
+        },
+        "region_code": {
+          "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
+        },
+        "property_type": {
+          "name": "property_type",
+          "type": "text",
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+          "notNull": false
+        },
+        "built_form": {
+          "name": "built_form",
+          "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
+        },
+        "inspection_date": {
+          "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
+        },
+        "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
+        },
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+          "name": "solar_water_heating",
+          "type": "boolean",
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+          "notNull": true
+        },
+        "has_hot_water_cylinder": {
+          "name": "has_hot_water_cylinder",
+          "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
+        },
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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",
+          "type": "integer",
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+          "notNull": false
+        },
+        "door_count": {
+          "name": "door_count",
+          "type": "integer",
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+          "notNull": true
+        },
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+          "name": "wet_rooms_count",
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+          "notNull": true
+        },
+        "extensions_count": {
+          "name": "extensions_count",
+          "type": "integer",
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+          "notNull": true
+        },
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+          "name": "heated_rooms_count",
+          "type": "integer",
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+          "notNull": true
+        },
+        "open_chimneys_count": {
+          "name": "open_chimneys_count",
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+          "notNull": true
+        },
+        "habitable_rooms_count": {
+          "name": "habitable_rooms_count",
+          "type": "integer",
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+          "notNull": true
+        },
+        "insulated_door_count": {
+          "name": "insulated_door_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "cfl_fixed_lighting_bulbs_count": {
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+          "type": "integer",
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+          "notNull": true
+        },
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+          "primaryKey": false,
+          "notNull": true
+        },
+        "incandescent_fixed_lighting_bulbs_count": {
+          "name": "incandescent_fixed_lighting_bulbs_count",
+          "type": "integer",
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+          "notNull": true
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
+        "draughtproofed_door_count": {
+          "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",
+          "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
+        },
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+          "name": "heating_cylinder_insulation_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "heating_cylinder_thermostat",
+          "type": "text",
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+          "notNull": false
+        },
+        "heating_secondary_fuel_type": {
+          "name": "heating_secondary_fuel_type",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "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": {
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+          "type": "integer",
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+          "notNull": false
+        },
+        "heating_wwhrs_index_number_2": {
+          "name": "heating_wwhrs_index_number_2",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_shower_outlet_type": {
+          "name": "heating_shower_outlet_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "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",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_closed_flues_count": {
+          "name": "ventilation_closed_flues_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_boiler_flues_count": {
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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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_measured_installation": {
+          "name": "mechanical_vent_measured_installation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
+      "indexes": {
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+          "name": "uq_epc_property_property_portfolio",
+          "columns": [
+            {
+              "expression": "property_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
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+          "isUnique": true,
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
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+          "name": "epc_property_property_id_property_id_fk",
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+          "tableTo": "property",
+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        },
+        "epc_property_portfolio_id_portfolio_id_fk": {
+          "name": "epc_property_portfolio_id_portfolio_id_fk",
+          "tableFrom": "epc_property",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "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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+    },
+    "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 9bc7773..3715f94 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1345,6 +1345,13 @@
       "when": 1777560763716,
       "tag": "0191_soft_ezekiel_stane",
       "breakpoints": true
+    },
+    {
+      "idx": 192,
+      "version": "7",
+      "when": 1778075963311,
+      "tag": "0192_aromatic_angel",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 6ad0d069ee1944305cdbbeea131eb25b7afcdbd3 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 14:02:28 +0000
Subject: [PATCH 080/147] revert migration

---
 src/app/db/migrations/0192_aromatic_angel.sql |   41 -
 src/app/db/migrations/meta/0192_snapshot.json | 8956 -----------------
 src/app/db/migrations/meta/_journal.json      |    7 -
 3 files changed, 9004 deletions(-)
 delete mode 100644 src/app/db/migrations/0192_aromatic_angel.sql
 delete mode 100644 src/app/db/migrations/meta/0192_snapshot.json

diff --git a/src/app/db/migrations/0192_aromatic_angel.sql b/src/app/db/migrations/0192_aromatic_angel.sql
deleted file mode 100644
index 0c58fd4..0000000
--- a/src/app/db/migrations/0192_aromatic_angel.sql
+++ /dev/null
@@ -1,41 +0,0 @@
-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
-);
---> 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
-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;
\ 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
deleted file mode 100644
index a672069..0000000
--- a/src/app/db/migrations/meta/0192_snapshot.json
+++ /dev/null
@@ -1,8956 +0,0 @@
-{
-  "id": "8ca9a14f-57a3-49f2-87fa-cb7e882941c0",
-  "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"
-          ],
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-        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 3715f94..9bc7773 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1345,13 +1345,6 @@
       "when": 1777560763716,
       "tag": "0191_soft_ezekiel_stane",
       "breakpoints": true
-    },
-    {
-      "idx": 192,
-      "version": "7",
-      "when": 1778075963311,
-      "tag": "0192_aromatic_angel",
-      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 09697884ebb171c0d9ef2407fc6a6006fca22e9f Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 14:03:00 +0000
Subject: [PATCH 081/147] add postcode to plan

---
 src/app/db/schema/magic_plan/plan.ts | 7 ++++---
 1 file changed, 4 insertions(+), 3 deletions(-)

diff --git a/src/app/db/schema/magic_plan/plan.ts b/src/app/db/schema/magic_plan/plan.ts
index 921d9cf..186f37f 100644
--- a/src/app/db/schema/magic_plan/plan.ts
+++ b/src/app/db/schema/magic_plan/plan.ts
@@ -3,8 +3,9 @@ import { pgTable, bigserial, text } from "drizzle-orm/pg-core";
 export const magicPlanPlan = pgTable(
   "magic_plan_plan",
   {
-    id:       bigserial("id", { mode: "bigint" }).primaryKey(),
-    name:     text("name"),
-    address:  text("address"),
+    id:         bigserial("id", { mode: "bigint" }).primaryKey(),
+    name:       text("name"),
+    address:    text("address"),
+    postcode:   text("postcode"),
   },
 );
\ No newline at end of file

From 92eefd4ab42cd9b3f1fa1bec42ad20ca4984458b Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 14:03:20 +0000
Subject: [PATCH 082/147] migration files

---
 .../migrations/0192_brainy_silver_samurai.sql |   42 +
 src/app/db/migrations/meta/0192_snapshot.json | 8962 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 9011 insertions(+)
 create mode 100644 src/app/db/migrations/0192_brainy_silver_samurai.sql
 create mode 100644 src/app/db/migrations/meta/0192_snapshot.json

diff --git a/src/app/db/migrations/0192_brainy_silver_samurai.sql b/src/app/db/migrations/0192_brainy_silver_samurai.sql
new file mode 100644
index 0000000..807802a
--- /dev/null
+++ b/src/app/db/migrations/0192_brainy_silver_samurai.sql
@@ -0,0 +1,42 @@
+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
+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;
\ 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..a0b926d
--- /dev/null
+++ b/src/app/db/migrations/meta/0192_snapshot.json
@@ -0,0 +1,8962 @@
+{
+  "id": "b7e85a58-58eb-4ada-9998-73ef4979e225",
+  "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",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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+          "name": "uprn",
+          "type": "bigint",
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+          "name": "survey_date",
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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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+          "name": "id",
+          "type": "bigserial",
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+          "tableTo": "non_intrusive_survey",
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+            "survey_id"
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+            "id"
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+          "onUpdate": "no action"
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+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "notNull": false
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+        },
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+        },
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+          "default": "now()"
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+          "notNull": true,
+          "default": "now()"
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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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+        },
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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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+        },
+        "lodged_heat_demand": {
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+        },
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+          "name": "environment_impact_current",
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+          "notNull": false
+        }
+      },
+      "indexes": {
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+            },
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+          "method": "btree",
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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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+      },
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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",
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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
+        },
+        "meter_reading_total": {
+          "name": "meter_reading_total",
+          "type": "real",
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+          "notNull": false
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+      "values": [
+        "material",
+        "condition",
+        "type",
+        "area",
+        "configuration",
+        "presence",
+        "risk",
+        "severity",
+        "location",
+        "finish",
+        "insulation",
+        "pointing",
+        "spalling",
+        "lintels",
+        "cladding",
+        "category",
+        "quantity",
+        "adequacy",
+        "rating",
+        "strategy",
+        "extent",
+        "distribution",
+        "structure",
+        "covering",
+        "fire_rating",
+        "external_decoration",
+        "work_required",
+        "age_band",
+        "construction_type",
+        "classification",
+        "system"
+      ]
+    },
+    "public.element_type": {
+      "name": "element_type",
+      "schema": "public",
+      "values": [
+        "property",
+        "property_construction_type",
+        "property_classification",
+        "property_age_band",
+        "storey_count",
+        "floor_level",
+        "floor_level_front_door",
+        "accessible_housing_register",
+        "asbestos",
+        "quality_standard",
+        "ccu",
+        "passenger_lift",
+        "stairlift",
+        "disabled_hoist_tracking",
+        "disabled_facilities",
+        "steps_to_front_door",
+        "roof",
+        "pitched_roof_covering",
+        "flat_roof_covering",
+        "rainwater_goods",
+        "loft_insulation",
+        "porch_canopy",
+        "chimney",
+        "fascia",
+        "soffit",
+        "fascia_soffit_bargeboards",
+        "gutters",
+        "store_roof",
+        "garage_roof",
+        "garage_and_store_roof",
+        "external_wall",
+        "external_noise_insulation",
+        "primary_wall",
+        "secondary_wall",
+        "downpipes",
+        "external_decoration",
+        "cladding",
+        "spandrel_panels",
+        "garage_walls",
+        "party_wall_fire_break",
+        "external_brickwork_pointing",
+        "internal_downpipes_external_area",
+        "external_windows",
+        "communal_windows",
+        "secondary_glazing",
+        "store_windows",
+        "garage_windows",
+        "garage_and_store_windows",
+        "external_door",
+        "front_door",
+        "rear_door",
+        "store_door",
+        "garage_door",
+        "garage_and_store_door",
+        "communal_entrance_door",
+        "main_door",
+        "block_entrance_door",
+        "lintel",
+        "patio_french_door",
+        "door_entry_handset",
+        "paths_and_hardstandings",
+        "parking_areas",
+        "boundary_walls",
+        "front_fencing",
+        "rear_fencing",
+        "side_fencing",
+        "rear_gate",
+        "front_gate",
+        "gates",
+        "retaining_walls",
+        "private_balcony",
+        "balcony_balustrade",
+        "outbuildings",
+        "garage_structure",
+        "paving",
+        "roads",
+        "soil_and_vent",
+        "solar_thermals",
+        "drop_kerb",
+        "outbuilding_overhaul",
+        "external_structural_defects",
+        "access_ramp",
+        "kitchen",
+        "kitchen_space_layout",
+        "tenant_installed_kitchen",
+        "kitchen_extractor_fan",
+        "bathroom",
+        "secondary_bathroom",
+        "secondary_toilet",
+        "bathroom_extractor_fan",
+        "additional_wc_or_whb",
+        "bathroom_remaining_life_source",
+        "kitchen_remaining_life_source",
+        "central_heating",
+        "heating_boiler",
+        "heating_distribution",
+        "secondary_heating",
+        "hot_water_system",
+        "cold_water_storage",
+        "heating_system",
+        "boiler_fuel",
+        "water_heating",
+        "programmable_heating",
+        "community_heating",
+        "gas_available",
+        "heat_recovery_units",
+        "heating_improvements",
+        "electrical_wiring",
+        "consumer_unit",
+        "smoke_detection",
+        "heat_detection",
+        "carbon_monoxide_detection",
+        "fire_door_rating",
+        "fire_risk_assessment",
+        "internal_wiring",
+        "electrics",
+        "communal_heating",
+        "communal_boiler",
+        "communal_electrics",
+        "communal_fire_alarm",
+        "communal_emergency_lighting",
+        "communal_door_entry",
+        "communal_cctv",
+        "communal_bin_store",
+        "communal_bin_store_doors",
+        "communal_bin_store_walls",
+        "communal_bin_store_roof",
+        "communal_refuse_chute",
+        "communal_floor_covering",
+        "communal_kitchen",
+        "communal_bathroom",
+        "communal_toilets",
+        "communal_gates",
+        "communal_lift",
+        "communal_passenger_lift",
+        "communal_balcony_walkway",
+        "communal_entrance",
+        "communal_internal_decorations",
+        "communal_internal_floor",
+        "communal_walkways",
+        "communal_external_doors",
+        "communal_stairs",
+        "communal_aerial",
+        "communal_aov",
+        "communal_internal_doors",
+        "communal_lateral_mains",
+        "communal_lighting",
+        "communal_lighting_conductor",
+        "communal_store_roof",
+        "communal_store_walls",
+        "communal_store_doors",
+        "communal_warden_call_system",
+        "communal_bms",
+        "communal_booster_pump",
+        "communal_dry_riser",
+        "communal_wet_riser",
+        "communal_cold_water_storage",
+        "communal_sprinkler",
+        "communal_plug_sockets",
+        "communal_circulation_space",
+        "ffhh_damp",
+        "ffhh_hold_and_cold_water",
+        "ffhh_drainage_lavatories",
+        "ffhh_neglected",
+        "ffhh_natural_light",
+        "ffhh_ventilation",
+        "ffhh_food_prep_and_washup",
+        "ffhh_unsafe_layout",
+        "ffhh_unstable_building",
+        "hhsrs_damp_and_mould",
+        "hhsrs_excess_cold",
+        "hhsrs_excess_heat",
+        "hhsrs_asbestos_and_mmf",
+        "hhsrs_biocides",
+        "hhsrs_carbon_monoxide",
+        "hhsrs_lead",
+        "hhsrs_radiation",
+        "hhsrs_uncombusted_fuel_gas",
+        "hhsrs_volatile_organic_compounds",
+        "hhsrs_crowding_and_space",
+        "hhsrs_entry_by_intruders",
+        "hhsrs_lighting",
+        "hhsrs_noise",
+        "hhsrs_domestic_hygiene_pests_refuse",
+        "hhsrs_food_safety",
+        "hhsrs_personal_hygiene_sanitation",
+        "hhsrs_water_supply",
+        "hhsrs_falls_associated_with_baths",
+        "hhsrs_falls_on_level_surfaces",
+        "hhsrs_falls_on_stairs",
+        "hhsrs_falls_between_levels",
+        "hhsrs_electrical_hazards",
+        "hhsrs_fire",
+        "hhsrs_flames_hot_surfaces",
+        "hhsrs_collision_and_entrapment",
+        "hhsrs_collision_hazards_low_headroom",
+        "hhsrs_explosions",
+        "hhsrs_ergonomics",
+        "hhsrs_structural_collapse",
+        "hhsrs_amenities"
+      ]
+    },
+    "public.document_type": {
+      "name": "document_type",
+      "schema": "public",
+      "values": [
+        "EPR",
+        "Condition Report",
+        "Evidence Report",
+        "Summary Information",
+        "Floor Plan",
+        "Scenario Draft EPC",
+        "Scenario Site Notes"
+      ]
+    },
+    "public.scheme": {
+      "name": "scheme",
+      "schema": "public",
+      "values": [
+        "eco4",
+        "gbis",
+        "whlg",
+        "none"
+      ]
+    },
+    "public.inspection_archetype_2": {
+      "name": "inspection_archetype_2",
+      "schema": "public",
+      "values": [
+        "detached",
+        "mid-terrace",
+        "enclosed mid-terrace",
+        "end-terrace",
+        "enclosed end-terrace",
+        "semi-detached"
+      ]
+    },
+    "public.inspection_archetype": {
+      "name": "inspection_archetype",
+      "schema": "public",
+      "values": [
+        "Bungalow",
+        "Flat",
+        "Maisonette",
+        "House",
+        "non-domestic"
+      ]
+    },
+    "public.inspection_borescoped": {
+      "name": "inspection_borescoped",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "refused"
+      ]
+    },
+    "public.inspections_access_issues": {
+      "name": "inspections_access_issues",
+      "schema": "public",
+      "values": [
+        "see notes",
+        "damp issues",
+        "foliage on walls",
+        "bushes against wall",
+        "trees around/anove property",
+        "high rise block flats/maisonettes",
+        "conservatory",
+        "lean-to",
+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
+      ]
+    },
+    "public.inspections_cladding": {
+      "name": "inspections_cladding",
+      "schema": "public",
+      "values": [
+        "none",
+        "cladded with “sufficient space to fill the wall”",
+        "cladded with “insufficient space to fill the wall”"
+      ]
+    },
+    "public.inspections_insulation_material": {
+      "name": "inspections_insulation_material",
+      "schema": "public",
+      "values": [
+        "empty 50-90",
+        "empty 100+",
+        "empty 30-40",
+        "empty less than 30",
+        "loose fibre/wool",
+        "eps/celo/king",
+        "fibre batts - with cavity",
+        "fibre batts - no cavity",
+        "loose bead",
+        "glued bead",
+        "formaldehyde",
+        "bubble wrap",
+        "poly chunks"
+      ]
+    },
+    "public.inspections_rendered": {
+      "name": "inspections_rendered",
+      "schema": "public",
+      "values": [
+        "no render",
+        "rendered with “insufficient” space between dpc and render",
+        "rendered with “sufficient” space between dpc and render"
+      ]
+    },
+    "public.inspections_roof_orientation": {
+      "name": "inspections_roof_orientation",
+      "schema": "public",
+      "values": [
+        "north",
+        "east",
+        "south",
+        "west",
+        "north-east",
+        "north-west",
+        "south-east",
+        "south-west",
+        "n/s split",
+        "e/w split",
+        "ne/sw split",
+        "nw/se split",
+        "flat roof",
+        "no roof",
+        "roof too small",
+        "already has solar pv"
+      ]
+    },
+    "public.inspections_tile_hung": {
+      "name": "inspections_tile_hung",
+      "schema": "public",
+      "values": [
+        "yes",
+        "no",
+        "first floor flats are tile hung"
+      ]
+    },
+    "public.inspections_wall_construction": {
+      "name": "inspections_wall_construction",
+      "schema": "public",
+      "values": [
+        "cavity",
+        "solid",
+        "system built",
+        "timber framed",
+        "steel framed",
+        "re-walled cavity",
+        "mansard pre-fab",
+        "mansard ewi",
+        "mansard re-walled"
+      ]
+    },
+    "public.inspections_wall_insulation": {
+      "name": "inspections_wall_insulation",
+      "schema": "public",
+      "values": [
+        "empty cavity",
+        "filled at build",
+        "partial",
+        "retro drilled",
+        "ewi",
+        "iwi",
+        "solid non-cavity",
+        "system built",
+        "timber framed",
+        "steel framed"
+      ]
+    },
+    "public.cost_unit": {
+      "name": "cost_unit",
+      "schema": "public",
+      "values": [
+        "gbp_sq_meter",
+        "gbp_per_unit",
+        "gbp_per_m2",
+        "gbp_per_m"
+      ]
+    },
+    "public.depth_unit": {
+      "name": "depth_unit",
+      "schema": "public",
+      "values": [
+        "mm"
+      ]
+    },
+    "public.type": {
+      "name": "type",
+      "schema": "public",
+      "values": [
+        "suspended_floor_insulation",
+        "solid_floor_insulation",
+        "external_wall_insulation",
+        "internal_wall_insulation",
+        "cavity_wall_insulation",
+        "mechanical_ventilation",
+        "loft_insulation",
+        "exposed_floor_insulation",
+        "flat_roof_insulation",
+        "room_roof_insulation",
+        "cavity_wall_extraction",
+        "iwi_wall_demolition",
+        "iwi_vapour_barrier",
+        "iwi_redecoration",
+        "suspended_floor_demolition",
+        "suspended_floor_redecoration",
+        "suspended_floor_vapour_barrier",
+        "solid_floor_demolition",
+        "solid_floor_preparation",
+        "solid_floor_vapour_barrier",
+        "solid_floor_redecoration",
+        "ewi_wall_demolition",
+        "ewi_wall_preparation",
+        "ewi_wall_redecoration",
+        "low_energy_lighting_installation",
+        "flat_roof_preparation",
+        "flat_roof_vapour_barrier",
+        "flat_roof_waterproofing",
+        "windows_glazing",
+        "secondary_glazing",
+        "double_glazing",
+        "trickle_vent",
+        "door_undercut",
+        "solar_pv",
+        "solar_battery",
+        "scaffolding",
+        "high_heat_retention_storage_heaters",
+        "air_source_heat_pump",
+        "boiler_upgrade",
+        "roomstat_programmer_trvs",
+        "time_temperature_zone_control",
+        "sealing_fireplace"
+      ]
+    },
+    "public.r_value_unit": {
+      "name": "r_value_unit",
+      "schema": "public",
+      "values": [
+        "square_meter_kelvin_per_watt"
+      ]
+    },
+    "public.size_unit": {
+      "name": "size_unit",
+      "schema": "public",
+      "values": [
+        "kWp",
+        "kW",
+        "watt",
+        "storey"
+      ]
+    },
+    "public.thermal_conductivity_unit": {
+      "name": "thermal_conductivity_unit",
+      "schema": "public",
+      "values": [
+        "watt_per_meter_kelvin"
+      ]
+    },
+    "public.goal": {
+      "name": "goal",
+      "schema": "public",
+      "values": [
+        "Valuation Improvement",
+        "Increasing EPC",
+        "Reducing CO2 emissions",
+        "Energy Savings",
+        "None"
+      ]
+    },
+    "public.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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 9bc7773..4fb9dd8 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1345,6 +1345,13 @@
       "when": 1777560763716,
       "tag": "0191_soft_ezekiel_stane",
       "breakpoints": true
+    },
+    {
+      "idx": 192,
+      "version": "7",
+      "when": 1778076192170,
+      "tag": "0192_brainy_silver_samurai",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 64b7c27878e796c6b6d9270d1fb2df7f02389cc3 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 14:13:59 +0000
Subject: [PATCH 083/147] correct casing

---
 src/app/db/schema/magic_plan/room.ts | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/src/app/db/schema/magic_plan/room.ts b/src/app/db/schema/magic_plan/room.ts
index afe2b72..75480ef 100644
--- a/src/app/db/schema/magic_plan/room.ts
+++ b/src/app/db/schema/magic_plan/room.ts
@@ -9,8 +9,8 @@ export const magicPlanRoom = pgTable(
       .notNull()
       .references(() => magicPlanFloor.id),
     name:     text("name"),
-    width_m:  real("width_m"),
-    length_m: real("length_m"),
-    area_m2:  real("area_m2"),
+    widthM:  real("width_m"),
+    lengthM: real("length_m"),
+    areaM2:  real("area_m2"),
   },
 );
\ No newline at end of file

From bf857879361edf17b306f8864c851bc4fe1c9bad Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 14:23:54 +0000
Subject: [PATCH 084/147] re-designing UI for PM'

---
 .../instructed-measures/route.ts              |   1 -
 src/app/lib/instructMeasure.test.ts           | 171 +++++++++++-------
 src/app/lib/instructMeasure.ts                |  78 ++++----
 .../live/PropertyDetailDrawer.tsx             |   4 +-
 4 files changed, 146 insertions(+), 108 deletions(-)

diff --git a/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts b/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
index eb5830d..ff7a74d 100644
--- a/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
@@ -133,7 +133,6 @@ export async function POST(
     return NextResponse.json({
       ok: true,
       hubspotSync: result.hubspotSync,
-      autoPopulatedProposed: result.autoPopulatedProposed,
       hubspotError: result.hubspotError,
     });
   } catch (err) {
diff --git a/src/app/lib/instructMeasure.test.ts b/src/app/lib/instructMeasure.test.ts
index 80089c7..7f8ae71 100644
--- a/src/app/lib/instructMeasure.test.ts
+++ b/src/app/lib/instructMeasure.test.ts
@@ -2,14 +2,14 @@
  * Unit tests for the instruct-measure service.
  *
  * These tests exercise the orchestration logic — DB transaction +
- * post-commit HubSpot push + auto-populate-proposed branch — by injecting
- * lightweight fakes for the DB hooks. The tests never touch the real DB
- * or HubSpot client.
+ * 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,
 } from "./instructMeasure";
 import type {
@@ -31,8 +31,8 @@ function makeDeps(overrides?: {
 }) {
   const txOutcome: InstructTxOutcome = {
     instructedRowId: 42n,
-    proposedWasEmpty: false,
-    hadNoApprovals: false,
+    existingProposedMeasures: [],
+    allApprovedMeasureNames: [],
     ...overrides?.txOutcome,
   };
   const runInstructTx: RunInstructTx = vi.fn(async () => {
@@ -43,7 +43,7 @@ function makeDeps(overrides?: {
     async () => overrides?.instructedAfter ?? ["ASHP"],
   );
   const syncQueue: Array<{ ok: true } | { ok: false; error: string }> =
-    overrides?.syncResults ?? [{ ok: true }];
+    overrides?.syncResults ?? [{ ok: true }, { ok: true }, { ok: true }];
   const syncMeasuresField: SyncMeasuresField = vi.fn(async () => {
     return syncQueue.shift() ?? ({ ok: true } as const);
   });
@@ -90,13 +90,13 @@ describe("instructMeasure — input validation", () => {
 });
 
 describe("instructMeasure — happy path", () => {
-  it("commits the tx, pushes the full instructed list, stamps pushed_at", async () => {
+  it("commits tx, pushes instructed + proposed + approved, stamps pushed_at", async () => {
     const deps = makeDeps({
       instructedAfter: ["ASHP", "Solar PV"],
       txOutcome: {
         instructedRowId: 99n,
-        proposedWasEmpty: false,
-        hadNoApprovals: false,
+        existingProposedMeasures: ["ASHP"],
+        allApprovedMeasureNames: ["ASHP", "Solar PV"],
       },
     });
     const result = await instructMeasure({
@@ -109,7 +109,6 @@ describe("instructMeasure — happy path", () => {
       ok: true,
       instructedRowId: 99n,
       hubspotSync: "ok",
-      autoPopulatedProposed: false,
     });
     expect(deps.runInstructTx).toHaveBeenCalledWith({
       dealId: "deal-42",
@@ -117,80 +116,54 @@ describe("instructMeasure — happy path", () => {
       userId: 7n,
       notes: null,
     });
-    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(1);
-    expect(deps.syncMeasuresField).toHaveBeenCalledWith({
+    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);
   });
-});
 
-describe("instructMeasure — auto-populate proposed branch", () => {
-  it("also pushes proposed_measures when proposed was empty AND no prior approvals", async () => {
+  it("merges new measure into existing proposed (deduped)", async () => {
     const deps = makeDeps({
-      instructedAfter: ["EWI"],
+      instructedAfter: ["ASHP", "EWI"],
       txOutcome: {
         instructedRowId: 1n,
-        proposedWasEmpty: true,
-        hadNoApprovals: true,
+        existingProposedMeasures: ["ASHP", "Solar PV"],
+        allApprovedMeasureNames: ["ASHP", "EWI"],
       },
     });
-    const result = await instructMeasure({
-      dealId: "deal-blank",
+    await instructMeasure({
+      dealId: "deal-merge",
       measureName: "EWI",
       userId: 3n,
       deps,
     });
-    expect(result.ok).toBe(true);
-    if (result.ok) {
-      expect(result.autoPopulatedProposed).toBe(true);
-      expect(result.hubspotSync).toBe("ok");
-    }
-    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(2);
-    expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(1, {
-      hubspotDealId: "deal-blank",
-      propName: INSTRUCTED_MEASURES_PROP,
-      measureNames: ["EWI"],
-    });
     expect(deps.syncMeasuresField).toHaveBeenNthCalledWith(2, {
-      hubspotDealId: "deal-blank",
+      hubspotDealId: "deal-merge",
       propName: PROPOSED_MEASURES_PROP,
-      measureNames: ["EWI"],
+      measureNames: ["ASHP", "Solar PV", "EWI"],
     });
   });
 
-  it("does NOT auto-populate proposed when proposed was empty but approvals already exist", async () => {
+  it("adds to proposed even when deal already had proposed measures", async () => {
     const deps = makeDeps({
       instructedAfter: ["EWI"],
       txOutcome: {
         instructedRowId: 1n,
-        proposedWasEmpty: true,
-        hadNoApprovals: false, // an approval already existed
-      },
-    });
-    const result = await instructMeasure({
-      dealId: "deal-mid-flow",
-      measureName: "EWI",
-      userId: 3n,
-      deps,
-    });
-    expect(result.ok).toBe(true);
-    if (result.ok) expect(result.autoPopulatedProposed).toBe(false);
-    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(1);
-    expect(deps.syncMeasuresField).toHaveBeenCalledWith(
-      expect.objectContaining({ propName: INSTRUCTED_MEASURES_PROP }),
-    );
-  });
-
-  it("does NOT auto-populate proposed when proposed already has measures", async () => {
-    const deps = makeDeps({
-      instructedAfter: ["EWI"],
-      txOutcome: {
-        instructedRowId: 1n,
-        proposedWasEmpty: false,
-        hadNoApprovals: true,
+        existingProposedMeasures: ["ASHP", "Solar PV"],
+        allApprovedMeasureNames: ["EWI"],
       },
     });
     const result = await instructMeasure({
@@ -200,8 +173,35 @@ describe("instructMeasure — auto-populate proposed branch", () => {
       deps,
     });
     expect(result.ok).toBe(true);
-    if (result.ok) expect(result.autoPopulatedProposed).toBe(false);
-    expect(deps.syncMeasuresField).toHaveBeenCalledTimes(1);
+    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"],
+    });
   });
 });
 
@@ -222,15 +222,19 @@ describe("instructMeasure — DB transaction failure", () => {
 });
 
 describe("instructMeasure — HubSpot push failure leaves DB committed", () => {
-  it("returns ok=true with hubspotSync=failed and does NOT stamp pushed_at", async () => {
+  it("returns ok=true with hubspotSync=failed when instructed push fails, does NOT stamp", async () => {
     const deps = makeDeps({
       instructedAfter: ["ASHP"],
       txOutcome: {
         instructedRowId: 11n,
-        proposedWasEmpty: false,
-        hadNoApprovals: false,
+        existingProposedMeasures: [],
+        allApprovedMeasureNames: ["ASHP"],
       },
-      syncResults: [{ ok: false, error: "hubspot 500" }],
+      syncResults: [
+        { ok: false, error: "hubspot 500" },
+        { ok: true },
+        { ok: true },
+      ],
     });
     const result = await instructMeasure({
       dealId: "deal-h",
@@ -244,21 +248,21 @@ describe("instructMeasure — HubSpot push failure leaves DB committed", () => {
       hubspotSync: "failed",
       hubspotError: "hubspot 500",
     });
-    expect(deps.runInstructTx).toHaveBeenCalledTimes(1);
     expect(deps.stampPushedAt).not.toHaveBeenCalled();
   });
 
-  it("treats a failed proposed-measures push as overall failure (still no stamp)", async () => {
+  it("returns hubspotSync=failed when proposed push fails", async () => {
     const deps = makeDeps({
       instructedAfter: ["EWI"],
       txOutcome: {
         instructedRowId: 12n,
-        proposedWasEmpty: true,
-        hadNoApprovals: true,
+        existingProposedMeasures: [],
+        allApprovedMeasureNames: ["EWI"],
       },
       syncResults: [
         { ok: true },
         { ok: false, error: "proposed push failed" },
+        { ok: true },
       ],
     });
     const result = await instructMeasure({
@@ -271,7 +275,34 @@ describe("instructMeasure — HubSpot push failure leaves DB committed", () => {
       ok: true,
       hubspotSync: "failed",
       hubspotError: "proposed push failed",
-      autoPopulatedProposed: true,
+    });
+    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();
   });
diff --git a/src/app/lib/instructMeasure.ts b/src/app/lib/instructMeasure.ts
index d59bb46..a7421ca 100644
--- a/src/app/lib/instructMeasure.ts
+++ b/src/app/lib/instructMeasure.ts
@@ -10,18 +10,19 @@
  *   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` + total approval count
+ *   4. read the deal's current `proposed_measures` list
+ *   5. read all currently approved measure names for the deal
  *
- * After the transaction commits, push the instructed-measures list to
- * HubSpot under `instructed_measures`. If `proposed_measures` was empty
- * AND the deal had no prior approvals, ALSO push the new measure as
- * `proposed_measures` so the deal has a coherent measures starting point.
+ * 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, sql } from "drizzle-orm";
+import { and, eq } from "drizzle-orm";
 import { db } from "@/app/db/db";
 import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table";
 import {
@@ -38,12 +39,15 @@ import { syncMeasuresFieldToHubSpot as defaultSyncMeasuresField } from "@/app/li
 
 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;
-  proposedWasEmpty: boolean;
-  hadNoApprovals: boolean;
+  /** 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;
@@ -66,7 +70,6 @@ export type InstructMeasureResult =
       ok: true;
       instructedRowId: bigint;
       hubspotSync: "ok" | "failed";
-      autoPopulatedProposed: boolean;
       hubspotError?: string;
     }
   | { ok: false; error: string };
@@ -154,19 +157,20 @@ const defaultRunInstructTx: RunInstructTx = async ({
       .from(hubspotDealData)
       .where(eq(hubspotDealData.dealId, dealId))
       .limit(1);
-    const proposedRaw = dealRows[0]?.proposedMeasures ?? null;
-    const proposedWasEmpty = parseMeasures(proposedRaw).length === 0;
+    const existingProposedMeasures = parseMeasures(dealRows[0]?.proposedMeasures ?? null);
 
-    const approvalCountRows = await tx
-      .select({ count: sql<number>`count(*)::int` })
+    const approvedRows = await tx
+      .select({ measureName: dealMeasureApprovals.measureName })
       .from(dealMeasureApprovals)
-      .where(eq(dealMeasureApprovals.hubspotDealId, dealId));
-    const approvalCount = Number(approvalCountRows[0]?.count ?? 0);
-    // We just inserted (or upserted) one approval row in this tx, so any
-    // count > 1 means the deal already had a prior approval row before us.
-    const hadNoApprovals = approvalCount <= 1;
+      .where(
+        and(
+          eq(dealMeasureApprovals.hubspotDealId, dealId),
+          eq(dealMeasureApprovals.isApproved, true),
+        ),
+      );
+    const allApprovedMeasureNames = approvedRows.map((r) => r.measureName);
 
-    return { instructedRowId, proposedWasEmpty, hadNoApprovals };
+    return { instructedRowId, existingProposedMeasures, allApprovedMeasureNames };
   });
 };
 
@@ -240,25 +244,29 @@ export async function instructMeasure(
   // ---------------------------------------------------------------------
   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,
   });
 
-  let proposedSync: { ok: true } | { ok: false; error: string } | null = null;
-  const shouldAutoPopulateProposed =
-    txResult.proposedWasEmpty && txResult.hadNoApprovals;
-  if (shouldAutoPopulateProposed) {
-    proposedSync = await syncMeasuresField({
-      hubspotDealId: input.dealId,
-      propName: PROPOSED_MEASURES_PROP,
-      measureNames: [measureName],
-    });
-  }
+  const proposedSync = await syncMeasuresField({
+    hubspotDealId: input.dealId,
+    propName: PROPOSED_MEASURES_PROP,
+    measureNames: mergedProposed,
+  });
 
-  const overallOk =
-    instructedSync.ok && (proposedSync === null || proposedSync.ok);
+  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 {
@@ -273,21 +281,21 @@ export async function instructMeasure(
       ok: true,
       instructedRowId: txResult.instructedRowId,
       hubspotSync: "ok",
-      autoPopulatedProposed: shouldAutoPopulateProposed,
     };
   }
 
   const hubspotError = !instructedSync.ok
     ? instructedSync.error
-    : proposedSync && !proposedSync.ok
+    : !proposedSync.ok
       ? proposedSync.error
-      : "HubSpot sync failed";
+      : !approvedSync.ok
+        ? approvedSync.error
+        : "HubSpot sync failed";
 
   return {
     ok: true,
     instructedRowId: txResult.instructedRowId,
     hubspotSync: "failed",
-    autoPopulatedProposed: shouldAutoPopulateProposed,
     hubspotError,
   };
 }
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 1d0973d..fd9fe62 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1384,7 +1384,7 @@ export function PibiMeasureSelector({
       }
       const json = (await res.json()) as {
         ok: boolean;
-        hubspotSync?: "ok" | "failed";
+        hubspotSync: "ok" | "failed";
         hubspotError?: string;
       };
       if (json.hubspotSync === "failed") {
@@ -1565,7 +1565,7 @@ export function InstructMeasureEditor({
       }
       const json = (await res.json()) as {
         ok: boolean;
-        hubspotSync?: "ok" | "failed";
+        hubspotSync: "ok" | "failed";
         hubspotError?: string;
       };
       if (json.hubspotSync === "failed") {

From 278f2af758271df41e701262979446f3fbd939db Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 14:30:14 +0000
Subject: [PATCH 085/147] revert unpushed migration

---
 .../migrations/0192_brainy_silver_samurai.sql |   42 -
 src/app/db/migrations/meta/0192_snapshot.json | 8962 -----------------
 src/app/db/migrations/meta/_journal.json      |    7 -
 3 files changed, 9011 deletions(-)
 delete mode 100644 src/app/db/migrations/0192_brainy_silver_samurai.sql
 delete mode 100644 src/app/db/migrations/meta/0192_snapshot.json

diff --git a/src/app/db/migrations/0192_brainy_silver_samurai.sql b/src/app/db/migrations/0192_brainy_silver_samurai.sql
deleted file mode 100644
index 807802a..0000000
--- a/src/app/db/migrations/0192_brainy_silver_samurai.sql
+++ /dev/null
@@ -1,42 +0,0 @@
-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
-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;
\ 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
deleted file mode 100644
index a0b926d..0000000
--- a/src/app/db/migrations/meta/0192_snapshot.json
+++ /dev/null
@@ -1,8962 +0,0 @@
-{
-  "id": "b7e85a58-58eb-4ada-9998-73ef4979e225",
-  "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": {
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-        "mcs_compliance_certificate",
-        "certificate_of_conformity",
-        "minor_works_electrical_certificate",
-        "trustmark_licence_numbers",
-        "operative_competency",
-        "ventilation_assessment_checklist",
-        "anemometer_readings",
-        "commissioning_records",
-        "part_f_ventilation_document",
-        "handover_pack",
-        "insurance_guarantee",
-        "workmanship_warranty",
-        "g98_notification",
-        "installer_qualifications",
-        "installer_feedback",
-        "contractor_other"
-      ]
-    },
-    "public.user_profiles_property_count": {
-      "name": "user_profiles_property_count",
-      "schema": "public",
-      "values": [
-        "1",
-        "2–5",
-        "6–20",
-        "21+",
-        "1–50",
-        "51–100",
-        "101–300",
-        "301–1000",
-        "1000+"
-      ]
-    },
-    "public.user_profiles_referral_source": {
-      "name": "user_profiles_referral_source",
-      "schema": "public",
-      "values": [
-        "search",
-        "social_media",
-        "NRLA",
-        "partner",
-        "word_of_mouth",
-        "other"
-      ]
-    },
-    "public.user_profiles_user_type": {
-      "name": "user_profiles_user_type",
-      "schema": "public",
-      "values": [
-        "private_landlord",
-        "private_tenant",
-        "social_landlord",
-        "social_tenant",
-        "homeowner",
-        "other"
-      ]
-    }
-  },
-  "schemas": {},
-  "sequences": {},
-  "roles": {},
-  "policies": {},
-  "views": {},
-  "_meta": {
-    "columns": {},
-    "schemas": {},
-    "tables": {}
-  }
-}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json
index 4fb9dd8..9bc7773 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1345,13 +1345,6 @@
       "when": 1777560763716,
       "tag": "0191_soft_ezekiel_stane",
       "breakpoints": true
-    },
-    {
-      "idx": 192,
-      "version": "7",
-      "when": 1778076192170,
-      "tag": "0192_brainy_silver_samurai",
-      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From cadf15af544d0200135c307e9164495d3186c831 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 6 May 2026 15:21:02 +0000
Subject: [PATCH 086/147] corrected migration files

---
 .../migrations/0195_jittery_harry_osborn.sql  |   74 +
 .../db/migrations/0195_survey_requests.sql    |   15 -
 src/app/db/migrations/meta/0195_snapshot.json | 9254 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 4 files changed, 9335 insertions(+), 15 deletions(-)
 create mode 100644 src/app/db/migrations/0195_jittery_harry_osborn.sql
 delete mode 100644 src/app/db/migrations/0195_survey_requests.sql
 create mode 100644 src/app/db/migrations/meta/0195_snapshot.json

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/0195_survey_requests.sql b/src/app/db/migrations/0195_survey_requests.sql
deleted file mode 100644
index c7f197b..0000000
--- a/src/app/db/migrations/0195_survey_requests.sql
+++ /dev/null
@@ -1,15 +0,0 @@
-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
-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
-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");
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,
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+          "name": "uprn",
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+        },
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+          "name": "date",
+          "type": "date",
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+        },
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+          "name": "source",
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+        }
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+      "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",
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+          "primaryKey": false,
+          "notNull": true
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
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+        },
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+        },
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+          "notNull": true,
+          "default": "now()"
+        },
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+          "default": "now()"
+        }
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+    },
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+          "name": "id",
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+        },
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+        },
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+        },
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+        },
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+          "name": "outcome_notes",
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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",
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
+        "technical_approved_measures_for_install": {
+          "name": "technical_approved_measures_for_install",
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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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+          "default": "now()"
+        },
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+          "default": "now()"
+        }
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+      "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
+        },
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+          "name": "first_name",
+          "type": "text",
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+        },
+        "last_name": {
+          "name": "last_name",
+          "type": "text",
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+        },
+        "email": {
+          "name": "email",
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+        },
+        "updated_at": {
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+        }
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_status_tracker": {
+      "name": "property_status_tracker",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "hubspot_deal_id": {
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+        },
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+        },
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+          "name": "portfolio_id",
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+        },
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+          "default": "now()"
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+        }
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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"
+          ],
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+            "id"
+          ],
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+      },
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+    },
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+      "name": "energy_assessments",
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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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+          "name": "current_energy_efficiency",
+          "type": "text",
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+        },
+        "current_energy_rating": {
+          "name": "current_energy_rating",
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+        },
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+        },
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+        },
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+        },
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+          "name": "posttown",
+          "type": "text",
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+        },
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+          "name": "postcode",
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+        },
+        "address": {
+          "name": "address",
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+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "county",
+          "type": "text",
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+        },
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+          "name": "constituency",
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+        },
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+          "name": "constituency_label",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "low_energy_fixed_light_count",
+          "type": "text",
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+          "notNull": true
+        },
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+          "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
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+          "onUpdate": "no action"
+        }
+      },
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+          "name": "epc_flat_details_epc_property_id_unique",
+          "nullsNotDistinct": false,
+          "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": false
+        },
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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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+          "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",
+          "type": "integer",
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+        }
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+          "tableTo": "epc_building_part",
+          "columnsFrom": [
+            "epc_building_part_id"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "schema": "",
+      "columns": {
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+          "type": "bigserial",
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+        },
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+          "notNull": true
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "name": "main_fuel_type",
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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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+        },
+        "boiler_flue_type": {
+          "name": "boiler_flue_type",
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+        },
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+          "name": "boiler_ignition_type",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "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
+        },
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+          "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",
+          "primaryKey": false,
+          "notNull": false
+        }
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+      "indexes": {},
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+          "tableTo": "epc_property",
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+            "epc_property_id"
+          ],
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+          "onUpdate": "no action"
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+      },
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "type": "bigserial",
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+          "type": "bigint",
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+          "type": "bigint",
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+        },
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+          "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
+        },
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+          "type": "text",
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "status",
+          "type": "text",
+          "primaryKey": false,
+          "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",
+          "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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+        },
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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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+          "notNull": true
+        },
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+        },
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+        },
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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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+        },
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+          "name": "registration_date",
+          "type": "timestamp",
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+        },
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+        },
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+          "type": "integer",
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+          "type": "boolean",
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+          "notNull": true
+        },
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+        },
+        "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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+        },
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+        },
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+        },
+        "extensions_count": {
+          "name": "extensions_count",
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+          "notNull": true
+        },
+        "heated_rooms_count": {
+          "name": "heated_rooms_count",
+          "type": "integer",
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+          "notNull": true
+        },
+        "open_chimneys_count": {
+          "name": "open_chimneys_count",
+          "type": "integer",
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+          "notNull": true
+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "cfl_fixed_lighting_bulbs_count": {
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+          "notNull": true
+        },
+        "led_fixed_lighting_bulbs_count": {
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+          "notNull": true
+        },
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+          "primaryKey": false,
+          "notNull": true
+        },
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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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+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "windows_transmission_solar_transmittance": {
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+          "type": "real",
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+          "notNull": false
+        },
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+          "type": "boolean",
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+          "notNull": true
+        },
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+          "type": "text",
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+          "notNull": true
+        },
+        "energy_pv_battery_count": {
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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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+        },
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+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
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+          "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",
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+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "text",
+          "primaryKey": false,
+          "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": {
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+          "type": "integer",
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+          "notNull": false
+        },
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+            "portfolio_id"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+          "name": "lodgement_date",
+          "type": "timestamp",
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+          "type": "smallint",
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+        },
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+          "type": "real",
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+          "notNull": false
+        }
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+          "name": "id",
+          "type": "bigserial",
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+          "name": "energy_supplier",
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+        },
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+        },
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+          "name": "meter_reading_gas",
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+          "default": "now()"
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+        },
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+            "property_id"
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+          "tableTo": "portfolio",
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+        },
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+        },
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+          "name": "installed_at",
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+          "notNull": false,
+          "default": "now()"
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+          "name": "sap_points",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "carbon_savings",
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+          "notNull": false
+        },
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+          "name": "kwh_savings",
+          "type": "real",
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+        },
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+          "name": "bill_savings",
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+          "notNull": false
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+          "name": "heat_demand_savings",
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+        },
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+          "notNull": true,
+          "default": true
+        }
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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_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 eb188e6..0f9de0f 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1366,6 +1366,13 @@
       "when": 1778100000000,
       "tag": "0194_user_defined_deal_measures",
       "breakpoints": true
+    },
+    {
+      "idx": 195,
+      "version": "7",
+      "when": 1778078457355,
+      "tag": "0195_jittery_harry_osborn",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 8170601efb1457ccdfbf9eb3b75b0aa9704ead62 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Wed, 6 May 2026 15:49:34 +0000
Subject: [PATCH 087/147] refactored with improve-code-archievture and
 grill-with-docs

---
 .devcontainer/Dockerfile                      |   5 -
 CLAUDE.md                                     |   6 +-
 CONTEXT.md                                    |  74 +++++
 docs/adr/0001-bulk-upload-state-machine.md    |  20 ++
 ...ulk-upload-browser-driven-orchestration.md |  17 ++
 .../0003-task-creation-inside-bulk-upload.md  |  12 +
 ...0004-bulk-upload-explicit-stage-buttons.md |  19 ++
 .../bulk-uploads/[uploadId]/combine/route.ts  |  83 ++----
 .../bulk-uploads/[uploadId]/finalize/route.ts |  54 ++--
 .../bulk-uploads/[uploadId]/progress/route.ts |  17 ++
 .../bulk-uploads/[uploadId]/route.ts          |  66 +----
 .../start-address-matching/route.ts           | 119 ++------
 .../[portfolioId]/bulk-uploads/route.ts       |  13 +-
 src/app/api/tasks/route.ts                    |  54 ----
 .../upload/bulk-addresses/confirm/route.ts    |   6 +-
 src/app/api/upload/bulk-addresses/route.ts    |   4 +-
 .../portfolio/BulkUploadComingSoonModal.tsx   |  95 ++----
 .../[uploadId]/OnboardingProgress.tsx         | 272 ++++++-----------
 .../[uploadId]/StartAddressMatchingButton.tsx |  49 +---
 .../map-columns/MapColumnsClient.tsx          |  37 +--
 .../bulk-upload/[uploadId]/page.tsx           |   1 -
 src/app/utils/s3.ts                           |  14 +
 src/lib/bulkUpload/client.ts                  | 173 +++++++++++
 src/lib/bulkUpload/keys.ts                    |   4 +
 src/lib/bulkUpload/server.ts                  | 277 ++++++++++++++++++
 src/lib/bulkUpload/types.ts                   |  44 +++
 src/lib/session.ts                            |   8 +
 27 files changed, 924 insertions(+), 619 deletions(-)
 create mode 100644 CONTEXT.md
 create mode 100644 docs/adr/0001-bulk-upload-state-machine.md
 create mode 100644 docs/adr/0002-bulk-upload-browser-driven-orchestration.md
 create mode 100644 docs/adr/0003-task-creation-inside-bulk-upload.md
 create mode 100644 docs/adr/0004-bulk-upload-explicit-stage-buttons.md
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/progress/route.ts
 create mode 100644 src/lib/bulkUpload/client.ts
 create mode 100644 src/lib/bulkUpload/keys.ts
 create mode 100644 src/lib/bulkUpload/server.ts
 create mode 100644 src/lib/bulkUpload/types.ts
 create mode 100644 src/lib/session.ts

diff --git a/.devcontainer/Dockerfile b/.devcontainer/Dockerfile
index f193fda..997ede6 100644
--- a/.devcontainer/Dockerfile
+++ b/.devcontainer/Dockerfile
@@ -7,13 +7,8 @@ ARG DEBIAN_FRONTEND=noninteractive
 
 # Base CLI tooling (sudo, git, ripgrep/fd for editors, etc.).
 RUN apt update && apt install -y --no-install-recommends \
-<<<<<<< HEAD
-    sudo jq vim curl bash-completion iputils-ping \
-    && apt autoremove -y \
-=======
       sudo jq vim curl bash-completion \
       ripgrep fd-find git make unzip \
->>>>>>> main
     && rm -rf /var/lib/apt/lists/*
 
 # Passwordless-sudo dev user (UID/GID injected from the host via compose).
diff --git a/CLAUDE.md b/CLAUDE.md
index 6cbbf3f..e35dd11 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -2,10 +2,10 @@
 
 ## React
 
-- **Avoid `useEffect` and `useMemo`.** Derive values inline, use Server Components + Route Handlers, event handlers, or `useSyncExternalStore` instead. If a hook is genuinely the only option, flag it and ask before using it.
+- **Avoid `useEffect` and `useMemo`.** Derive values inline, use Server Components + Route Handlers, event handlers. If a hook is genuinely the only option, flag it and ask before using it.
+
+- Instead of raw fetch use reactQuery to allow handling of mutations
 
 ## Next.js 15 route handlers
 
 - `params` is a `Promise` — type as `{ params: Promise<{ ... }> }` and `await params` before destructuring.
-
-
diff --git a/CONTEXT.md b/CONTEXT.md
new file mode 100644
index 0000000..652d44c
--- /dev/null
+++ b/CONTEXT.md
@@ -0,0 +1,74 @@
+# 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, no row issues; Next.js writes)
+          → needs_review     (Finalise succeeded, missing or duplicate UPRNs; Next.js writes)
+          → failed           (FastAPI reports in-flight failure — schema only, not yet wired)
+```
+
+`complete`, `needs_review`, 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 `needs_review`. The `complete` state is only for clean runs."
+
+## 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/docs/adr/0001-bulk-upload-state-machine.md b/docs/adr/0001-bulk-upload-state-machine.md
new file mode 100644
index 0000000..741e4a3
--- /dev/null
+++ b/docs/adr/0001-bulk-upload-state-machine.md
@@ -0,0 +1,20 @@
+# BulkUpload state machine (v1)
+
+The BulkUpload lifecycle is:
+
+```
+ready_for_processing → mapping_complete → processing → combining → awaiting_review
+  → complete | needs_review | failed
+```
+
+Two writers: Next.js writes the user-driven transitions (`mapping_complete`, `processing`, `complete`, `needs_review`); the FastAPI `bulk_address2uprn_combiner` worker writes `combining` and `awaiting_review` directly to the DB during its run. Any aggregate enforcing the state machine on the Next.js side must treat those two as observed-not-owned.
+
+Three deliberate "not yet" decisions are baked into this version, each likely to be re-suggested without a record:
+
+1. **`needs_review` is terminal — no recovery flow.** A finalised upload with missing or duplicate UPRNs ends up here, and that's it. The imported Properties show up in the property table; a proper review/recovery UI is planned but out of scope. Without this note, every future architecture pass will surface "needs_review has no exit" as a bug.
+
+2. **Re-mapping is rejected after `mapping_complete`.** PATCHing `columnMapping` once Address matching has been triggered returns 409. We considered (B) reset-and-rerun (clear the combiner output, return to `mapping_complete`, force the user to re-trigger) but rejected it for now: it requires cleaning up abandoned Tasks/SubTasks and re-charging a FastAPI run. (A) is the smallest correct thing — the DB column never drifts from what produced the combined output. Revisit when re-run-from-review lands.
+
+3. **`failed` exists in the schema but is not yet written by any route.** Synchronous trigger failures (route can't reach FastAPI) are surfaced as React Query toasts on 5xx; the BulkUpload stays in its prior status and the user retries. In-flight failures (Combiner crashes silently) currently leave uploads stuck in `processing` — this is known-incomplete, waiting on FastAPI-side callback work to report failure. The status is in the schema now so the seam is ready when that work is scheduled.
+
+These are the only "no" decisions in v1; everything else (concurrency guards on stage triggers, persisting `failed`, etc.) is intended to be added.
diff --git a/docs/adr/0002-bulk-upload-browser-driven-orchestration.md b/docs/adr/0002-bulk-upload-browser-driven-orchestration.md
new file mode 100644
index 0000000..f27a5e0
--- /dev/null
+++ b/docs/adr/0002-bulk-upload-browser-driven-orchestration.md
@@ -0,0 +1,17 @@
+# BulkUpload pipeline stays browser-driven for now
+
+The BulkUpload pipeline chains three stages — address matching, combiner trigger, finalise — and the chain is currently driven by the **frontend polling** in `OnboardingProgress.tsx`. The browser fires `POST /combine` when the Task looks done, then `POST /finalize` when the upload reaches `awaiting_review`. Close the tab → upload gets stuck.
+
+A server-driven alternative (FastAPI callback into a Next.js webhook, or a sweeper route) would be more robust, but the entire bulk-upload flow is scheduled for redesign. This code path is being kept as **internal tooling for the Domna tech team** to onboard portfolios while the new flow is built — not for end-user use.
+
+So the cleanup invests only in things that survive the redesign:
+- A real state machine on the BulkUpload aggregate (so the tech team can debug from the row alone).
+- Deduplicated FastAPI trigger logic.
+- Concurrency guards on stage triggers.
+
+It deliberately does **not** invest in:
+- Server-side stage orchestration.
+- Recovery from `failed` / stuck uploads.
+- A real `awaiting_review` review UI.
+
+When the redesign lands, browser-driven chaining and the auto-finalise behaviour go with it. Future readers asking "why didn't they fix this" — that's why.
diff --git a/docs/adr/0003-task-creation-inside-bulk-upload.md b/docs/adr/0003-task-creation-inside-bulk-upload.md
new file mode 100644
index 0000000..2915346
--- /dev/null
+++ b/docs/adr/0003-task-creation-inside-bulk-upload.md
@@ -0,0 +1,12 @@
+# Task creation lives in BulkUpload, not behind a generic Task endpoint
+
+A `Task` is the orchestration handle for a FastAPI pipeline run; per `CONTEXT.md`, **a BulkUpload has at most one Task**. Today BulkUpload is the only feature that creates Tasks.
+
+We're collapsing the previous two-step client seam — `POST /api/tasks` to create a Task and SubTask, then `POST /bulk-uploads/[uploadId]/start-address-matching` with the resulting IDs — into a single route. Task + SubTask creation moves inside `triggerAddressMatching` in `src/lib/bulkUpload/server.ts`. The generic `POST /api/tasks` endpoint is deleted; the `GET /api/tasks` listing (admin Tasks UI) stays.
+
+The trade-off was between:
+
+- **(rejected) Keep `POST /api/tasks` for future generic use.** No other feature creates Tasks today. By the deletion test, the generic endpoint wasn't earning its keep — every line was overhead carried for hypothetical callers, while the only real caller had to perform a leaky two-call dance to satisfy a contract that didn't reflect the domain.
+- **(chosen) Collapse Task creation into the BulkUpload module.** The seam matches the domain: BulkUpload owns its Task's lifecycle, including the moment of creation. One route handles the full transition into `processing`. The client surface (`useStartAddressMatching`) is one mutation, not a chain.
+
+A future reader will see `/api/tasks` exposing GET-only and reasonably wonder where Tasks are created. The answer is: inside whichever feature owns the Task. Today that's BulkUpload only. If a second feature ever needs to create Tasks, re-extract a generic creator at that point — extracting from two real consumers is straightforward, whereas keeping a speculative endpoint live without consumers leaves a stale-by-default seam that drifts from how Tasks are actually created.
diff --git a/docs/adr/0004-bulk-upload-explicit-stage-buttons.md b/docs/adr/0004-bulk-upload-explicit-stage-buttons.md
new file mode 100644
index 0000000..de7a98c
--- /dev/null
+++ b/docs/adr/0004-bulk-upload-explicit-stage-buttons.md
@@ -0,0 +1,19 @@
+# Bulk-upload pipeline advances via explicit Run Combiner / Finalise buttons
+
+[ADR-0002](./0002-bulk-upload-browser-driven-orchestration.md) described the bulk-upload pipeline as **browser-driven and auto-firing**: a polling loop in `OnboardingProgress.tsx` watched the Task summary and fired `POST /combine` when the Task looked done, then `POST /finalize` when the upload reached `awaiting_review`, with mutable `combineFired` / `finalizeFired` / `refreshed` flags gating the side effects.
+
+This decision keeps the pipeline browser-driven (per ADR-0002) but replaces the auto-fire behaviour with **explicit buttons** the Domna tech team clicks to advance each stage. The state machine in [ADR-0001](./0001-bulk-upload-state-machine.md) is unchanged.
+
+Concretely:
+
+- The progress screen polls a single `GET /bulk-uploads/[uploadId]/progress` snapshot (Task summary + BulkUpload row in one query).
+- "Run Combiner" appears when the Task reaches terminal-non-failed and the Combiner hasn't been triggered yet.
+- "Finalise" appears when the BulkUpload reaches `awaiting_review`.
+- Polling stops once the BulkUpload reaches a terminal status; on `useFinalize` success the caller runs `router.refresh()`.
+
+The trade-off was between:
+
+- **(rejected) Keep auto-fire and translate the orchestration to react-query with `useEffect`s.** Functional, but the auto-fire UX hides where the pipeline gets stuck — which is the failure mode the Domna tech team needs to debug. CLAUDE.md's "avoid `useEffect`" rule also gets stretched: three effects, one per side-effecting transition, each watching derived eligibility flags.
+- **(chosen) Explicit buttons.** The "fire once" mutable flags collapse into react-query mutation state (`isIdle` / `isPending` / `isSuccess`) — pure derivations from the cache, no `useEffect`. Each stage is observable, retryable, and reflects the current BulkUpload status directly. Tab close still leaves uploads stuck (browser-driven progression, per ADR-0002), but "stuck" is now legible: the team sees which button is pending.
+
+When the bulk-upload redesign lands (per ADR-0002, "out of scope"), this entire screen and its buttons go away in favour of server-driven progression. Until then, the buttons are the right level of investment: they survive the redesign as discoverable artifacts of the prior flow, and they make the current flow tractable for the team using it.
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
index 673e2c5..afee7f0 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/combine/route.ts
@@ -1,7 +1,5 @@
-import { db } from "@/app/db/db";
-import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
-import { subTasks } from "@/app/db/schema/tasks/subtask";
-import { eq } from "drizzle-orm";
+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";
@@ -14,65 +12,24 @@ export async function POST(
   if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
 
   const { uploadId } = await params;
+  const result = await requestCombineRetrigger({
+    uploadId,
+    sessionToken: readSessionToken(request),
+  });
 
-  const [upload] = await db
-    .select()
-    .from(bulkAddressUploads)
-    .where(eq(bulkAddressUploads.id, uploadId))
-    .limit(1);
-
-  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
-  if (!upload.taskId)
-    return NextResponse.json({ error: "Upload has no task" }, { status: 422 });
-  if (upload.combinedOutputS3Uri)
-    return NextResponse.json({ alreadyCombined: true }, { status: 200 });
-
-  const fastapiUrl = process.env.FASTAPI_API_URL;
-  const fastapiKey = process.env.FASTAPI_API_KEY;
-  if (!fastapiUrl || !fastapiKey) {
-    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
-    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
+  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 });
   }
-
-  const [subTask] = await db
-    .insert(subTasks)
-    .values({
-      taskId: upload.taskId,
-      status: "waiting",
-    })
-    .returning();
-
-  const messageBody = { task_id: upload.taskId, sub_task_id: subTask.id };
-
-  const sessionToken =
-    request.cookies.get("__Secure-next-auth.session-token")?.value ??
-    request.cookies.get("next-auth.session-token")?.value;
-
-  try {
-    const triggerRes = await fetch(`${fastapiUrl}/v1/bulk-uploads/trigger-combiner`, {
-      method: "POST",
-      headers: {
-        "Content-Type": "application/json",
-        "x-api-key": fastapiKey,
-        Authorization: `Bearer ${sessionToken}`,
-      },
-      body: JSON.stringify(messageBody),
-    });
-
-    if (!triggerRes.ok) {
-      const errText = await triggerRes.text().catch(() => "");
-      console.error("Backend trigger-combiner failed:", triggerRes.status, errText);
-      return NextResponse.json({ error: "Failed to trigger combiner" }, { status: 502 });
-    }
-  } catch (err) {
-    console.error("Failed to reach backend trigger-combiner:", err);
-    return NextResponse.json({ error: "Failed to trigger combiner" }, { status: 502 });
-  }
-
-  await db
-    .update(subTasks)
-    .set({ inputs: JSON.stringify(messageBody) })
-    .where(eq(subTasks.id, subTask.id));
-
-  return NextResponse.json({ taskId: upload.taskId, subTaskId: subTask.id }, { status: 200 });
 }
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
index 98fb5d1..b006e92 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts
@@ -1,13 +1,13 @@
 import { db } from "@/app/db/db";
-import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
 import { property } from "@/app/db/schema/property";
-import { eq, sql } from "drizzle-orm";
+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 S3 from "aws-sdk/clients/s3";
+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";
@@ -69,33 +69,31 @@ export async function POST(
 
   const { uploadId } = await params;
 
-  const [upload] = await db
-    .select()
-    .from(bulkAddressUploads)
-    .where(eq(bulkAddressUploads.id, uploadId))
-    .limit(1);
+  const guarded = await loadForFinalize(uploadId);
+  switch (guarded.kind) {
+    case "not_found":
+      return NextResponse.json({ error: "Not found" }, { status: 404 });
+    case "already_finalized":
+      return NextResponse.json(
+        { alreadyComplete: true, status: guarded.status },
+        { 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;
 
-  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
-  if (upload.status === "complete" || upload.status === "needs_review") {
-    return NextResponse.json({ alreadyComplete: true, status: upload.status }, { status: 200 });
-  }
-  if (upload.status !== "awaiting_review") {
-    return NextResponse.json({ error: "Upload not ready to finalize" }, { status: 422 });
-  }
-  if (!upload.combinedOutputS3Uri) {
-    return NextResponse.json({ error: "Combiner not finished" }, { status: 409 });
-  }
-
-  const parsed = parseS3Uri(upload.combinedOutputS3Uri);
+  const parsed = parseS3Uri(upload.combinedOutputS3Uri!);
   if (!parsed) {
     return NextResponse.json({ error: "Invalid combined output S3 URI" }, { status: 500 });
   }
 
-  const s3 = 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,
-  });
+  const s3 = createRetrofitDataS3Client();
 
   let rawRows: Record<string, unknown>[];
   try {
@@ -169,13 +167,9 @@ export async function POST(
     }
 
     const needsReview = missingUprnCount > 0 || duplicateUprnCount > 0;
+    await markFinalized(uploadId, { needsReview });
     const nextStatus = needsReview ? "needs_review" : "complete";
 
-    await db
-      .update(bulkAddressUploads)
-      .set({ status: nextStatus })
-      .where(eq(bulkAddressUploads.id, uploadId));
-
     revalidatePath("/portfolio/[slug]", "layout");
 
     return NextResponse.json(
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
index f51bd73..2b45299 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts
@@ -1,38 +1,11 @@
-import { db } from "@/app/db/db";
-import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
-import { eq } from "drizzle-orm";
+import { setColumnMapping } from "@/lib/bulkUpload/server";
 import { NextRequest, NextResponse } from "next/server";
-import { getServerSession } from "next-auth";
-import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
 import { z } from "zod";
 
 const PatchSchema = z.object({
   columnMapping: z.record(z.string(), z.string()),
 });
 
-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 [upload] = await db
-    .select({
-      status: bulkAddressUploads.status,
-      combinedOutputS3Uri: bulkAddressUploads.combinedOutputS3Uri,
-    })
-    .from(bulkAddressUploads)
-    .where(eq(bulkAddressUploads.id, uploadId))
-    .limit(1);
-
-  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
-
-  return NextResponse.json(upload, { status: 200 });
-}
-
 export async function PATCH(
   request: NextRequest,
   { params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
@@ -43,33 +16,26 @@ export async function PATCH(
   try {
     body = PatchSchema.parse(await request.json());
   } catch {
-    return NextResponse.json({ msg: "Invalid input" }, { status: 400 });
-  }
-
-  const values = Object.values(body.columnMapping);
-  const hasAddress = values.includes("address_1");
-  const hasPostcode = values.includes("postcode");
-  if (!hasAddress || !hasPostcode) {
-    return NextResponse.json(
-      { msg: "Mapping must include address_1 and postcode." },
-      { status: 422 }
-    );
+    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
   }
 
   try {
-    const [updated] = await db
-      .update(bulkAddressUploads)
-      .set({ columnMapping: body.columnMapping, status: "mapping_complete" })
-      .where(eq(bulkAddressUploads.id, uploadId))
-      .returning();
-
-    if (!updated) {
-      return NextResponse.json({ msg: "Not found" }, { status: 404 });
+    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 });
     }
-
-    return NextResponse.json(updated, { status: 200 });
   } catch (error) {
     console.error("Failed to save column mapping:", error);
-    return NextResponse.json({ msg: "Internal server error" }, { status: 500 });
+    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
index e5b77b2..5fd282f 100644
--- 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
@@ -1,15 +1,10 @@
-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 { eq } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
 import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
-import { z } from "zod";
-import { createS3Client } from "@/app/utils/s3";
-import S3 from "aws-sdk/clients/s3";
+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",
@@ -19,11 +14,6 @@ const FIELD_RENAME: Record<string, string> = {
   internal_reference: "Internal Reference",
 };
 
-const BodySchema = z.object({
-  taskId: z.string().uuid(),
-  subTaskId: z.string().uuid(),
-});
-
 function transformFile(
   buffer: Buffer,
   columnMapping: Record<string, string>
@@ -72,38 +62,28 @@ export async function POST(
 
   const { portfolioId, uploadId } = await params;
 
-  let body;
-  try {
-    body = BodySchema.parse(await request.json());
-  } catch {
-    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
+  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] = await db
-    .select()
-    .from(bulkAddressUploads)
-    .where(eq(bulkAddressUploads.id, uploadId))
-    .limit(1);
-
-  if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
-  if (upload.status !== "mapping_complete")
-    return NextResponse.json({ error: "Upload not ready for onboarding" }, { status: 422 });
-  if (!upload.columnMapping)
-    return NextResponse.json({ error: "Column mapping missing" }, { status: 422 });
+  const upload = guarded.upload;
 
   const s3 = createS3Client();
-  const outputS3 = 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,
-  });
-  const outputBucket = process.env.RETROFIT_DATA_DEV_S3_BUCKET_NAME!;
-  const bucket = upload.s3Bucket;
+  const outputS3 = createRetrofitDataS3Client();
+  const outputBucket = retrofitDataS3Bucket();
 
   let fileBuffer: Buffer;
   try {
     const obj = await s3
-      .getObject({ Bucket: bucket, Key: upload.s3Key })
+      .getObject({ Bucket: upload.s3Bucket, Key: upload.s3Key })
       .promise();
     fileBuffer = Buffer.from(obj.Body as Uint8Array);
   } catch (err) {
@@ -111,8 +91,9 @@ export async function POST(
     return NextResponse.json({ error: "Failed to read source file" }, { status: 500 });
   }
 
-  const result = transformFile(fileBuffer, upload.columnMapping);
-  if (result.error) return NextResponse.json({ error: result.error }, { status: 422 });
+  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 {
@@ -120,7 +101,7 @@ export async function POST(
       .putObject({
         Bucket: outputBucket,
         Key: transformedKey,
-        Body: result.csv,
+        Body: transformed.csv,
         ContentType: "text/csv",
       })
       .promise();
@@ -131,53 +112,13 @@ export async function POST(
 
   const s3Uri = `s3://${outputBucket}/${transformedKey}`;
 
-  const fastapiUrl = process.env.FASTAPI_API_URL;
-  const fastapiKey = process.env.FASTAPI_API_KEY;
-  if (!fastapiUrl || !fastapiKey) {
-    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
-    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
-  }
+  const trigger = await triggerAddressMatching({
+    uploadId,
+    s3Uri,
+    sessionToken: readSessionToken(request),
+  });
+  if (trigger.kind === "trigger_failed")
+    return NextResponse.json({ error: trigger.message }, { status: trigger.status });
 
-  const sessionToken =
-    request.cookies.get("__Secure-next-auth.session-token")?.value ??
-    request.cookies.get("next-auth.session-token")?.value;
-
-  try {
-    const triggerRes = await fetch(`${fastapiUrl}/v1/bulk-uploads/trigger-postcode-splitter`, {
-      method: "POST",
-      headers: {
-        "Content-Type": "application/json",
-        "x-api-key": fastapiKey,
-        Authorization: `Bearer ${sessionToken}`,
-      },
-      body: JSON.stringify({
-        task_id: body.taskId,
-        sub_task_id: body.subTaskId,
-        s3_uri: s3Uri,
-      }),
-    });
-
-    if (!triggerRes.ok) {
-      const errText = await triggerRes.text().catch(() => "");
-      console.error("Backend trigger-postcode-splitter failed:", triggerRes.status, errText);
-      return NextResponse.json({ error: "Failed to trigger address matching" }, { status: 502 });
-    }
-  } catch (err) {
-    console.error("Failed to reach backend trigger-postcode-splitter:", err);
-    return NextResponse.json({ error: "Failed to trigger address matching" }, { status: 502 });
-  }
-
-  await Promise.all([
-    db.update(bulkAddressUploads)
-      .set({ status: "processing", taskId: body.taskId })
-      .where(eq(bulkAddressUploads.id, uploadId)),
-    db.update(tasks)
-      .set({ status: "in progress" })
-      .where(eq(tasks.id, body.taskId)),
-    db.update(subTasks)
-      .set({ inputs: JSON.stringify({ task_id: body.taskId, sub_task_id: body.subTaskId, s3_uri: s3Uri }) })
-      .where(eq(subTasks.id, body.subTaskId)),
-  ]);
-
-  return NextResponse.json({ taskId: body.taskId }, { status: 200 });
+  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
index 86bd00f..a6ebbc1 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts
@@ -1,6 +1,4 @@
-import { db } from "@/app/db/db";
-import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
-import { eq, desc } from "drizzle-orm";
+import { listForPortfolio } from "@/lib/bulkUpload/server";
 import { NextRequest, NextResponse } from "next/server";
 
 export async function GET(
@@ -10,15 +8,10 @@ export async function GET(
   const { portfolioId } = await params;
 
   try {
-    const uploads = await db
-      .select()
-      .from(bulkAddressUploads)
-      .where(eq(bulkAddressUploads.portfolioId, portfolioId))
-      .orderBy(desc(bulkAddressUploads.createdAt));
-
+    const uploads = await listForPortfolio(portfolioId);
     return NextResponse.json(uploads, { status: 200 });
   } catch (error) {
     console.error("Failed to fetch bulk uploads:", error);
-    return NextResponse.json({ msg: "Internal server error" }, { status: 500 });
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
   }
 }
diff --git a/src/app/api/tasks/route.ts b/src/app/api/tasks/route.ts
index dc6e830..d11a239 100644
--- a/src/app/api/tasks/route.ts
+++ b/src/app/api/tasks/route.ts
@@ -1,61 +1,7 @@
 import { db } from "@/app/db/db";
 import { tasks } from "@/app/db/schema/tasks/tasks";
-import { subTasks } from "@/app/db/schema/tasks/subtask";
 import { desc, count } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
-import { getServerSession } from "next-auth";
-import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
-import { z } from "zod";
-
-const CreateTaskSchema = z.object({
-  taskSource: z.string().min(1),
-  service: z.string().optional(),
-  source: z.literal("portfolio_id").optional(),
-  sourceId: z.string().optional(),
-  inputs: z.record(z.unknown()).optional(),
-});
-
-export async function POST(request: NextRequest) {
-  const session = await getServerSession(AuthOptions);
-  if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
-
-  let body;
-  try {
-    body = CreateTaskSchema.parse(await request.json());
-  } catch {
-    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
-  }
-
-  try {
-    const now = new Date();
-
-    const [task] = await db
-      .insert(tasks)
-      .values({
-        taskSource: body.taskSource,
-        service: body.service,
-        source: body.source,
-        sourceId: body.sourceId,
-        status: "waiting",
-        jobStarted: now,
-      })
-      .returning();
-
-    const [subTask] = await db
-      .insert(subTasks)
-      .values({
-        taskId: task.id,
-        status: "waiting",
-        inputs: body.inputs ? JSON.stringify(body.inputs) : null,
-      })
-      .returning();
-
-    return NextResponse.json({ taskId: task.id, subTaskId: subTask.id }, { status: 201 });
-  } catch (error) {
-    console.error("Failed to create task:", error);
-    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
-  }
-}
 
 export async function GET(request: NextRequest) {
   try {
diff --git a/src/app/api/upload/bulk-addresses/confirm/route.ts b/src/app/api/upload/bulk-addresses/confirm/route.ts
index 8edaab4..80e94e4 100644
--- a/src/app/api/upload/bulk-addresses/confirm/route.ts
+++ b/src/app/api/upload/bulk-addresses/confirm/route.ts
@@ -22,13 +22,13 @@ export async function POST(request: NextRequest) {
     body = BodySchema.parse(await request.json());
   } catch (error) {
     console.error("Invalid input:", error);
-    return NextResponse.json({ msg: "Invalid input" }, { status: 400 });
+    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({ msg: "Server misconfiguration" }, { status: 500 });
+    return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
   }
 
   try {
@@ -50,6 +50,6 @@ export async function POST(request: NextRequest) {
     );
   } catch (error) {
     console.error("Failed to record upload:", error);
-    return NextResponse.json({ msg: "Internal server error" }, { status: 500 });
+    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
index 9eb1c41..a54966f 100644
--- a/src/app/api/upload/bulk-addresses/route.ts
+++ b/src/app/api/upload/bulk-addresses/route.ts
@@ -15,7 +15,7 @@ export async function POST(request: NextRequest) {
     body = BodySchema.parse(await request.json());
   } catch (error) {
     console.error("Invalid input:", error);
-    return NextResponse.json({ msg: "Invalid input" }, { status: 400 });
+    return NextResponse.json({ error: "Invalid input" }, { status: 400 });
   }
 
   try {
@@ -31,6 +31,6 @@ export async function POST(request: NextRequest) {
     return NextResponse.json({ url: preSignedUrl }, { status: 200 });
   } catch (error) {
     console.error(error);
-    return NextResponse.json({ msg: "Internal server error" }, { status: 500 });
+    return NextResponse.json({ error: "Internal server error" }, { status: 500 });
   }
 }
diff --git a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
index a416f00..ab19c19 100644
--- a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
+++ b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx
@@ -22,6 +22,7 @@ import {
 } 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"];
@@ -99,22 +100,6 @@ async function validateHeaders(file: File): Promise<{ error: string | null; head
   return { error: null, headers };
 }
 
-async function getPresignedUrl(
-  userId: string,
-  portfolioId: string,
-  fileKey: string,
-  contentType: string
-): Promise<string> {
-  const res = await fetch("/api/upload/bulk-addresses", {
-    method: "POST",
-    headers: { "Content-Type": "application/json" },
-    body: JSON.stringify({ userId, portfolioId, fileKey, contentType }),
-  });
-  if (!res.ok) throw new Error("Failed to generate upload URL.");
-  const data = await res.json();
-  return data.url;
-}
-
 export default function BulkUploadComingSoonModal({
   isOpen,
   onClose,
@@ -123,18 +108,22 @@ export default function BulkUploadComingSoonModal({
   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 [uploading, setUploading] = useState(false);
   const [uploadProgress, setUploadProgress] = useState<number | null>(null);
-  const [uploadError, setUploadError] = useState<string | 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) {
-    setUploadError(null);
+    createUpload.reset();
     setSelectedFile(null);
     setValidationError(null);
 
@@ -183,60 +172,38 @@ export default function BulkUploadComingSoonModal({
     setSourceHeaders([]);
     setValidationError(null);
     setValidating(false);
-    setUploadError(null);
-    setUploading(false);
     setUploadProgress(null);
+    createUpload.reset();
     onClose();
   }
 
-  async function handleUpload() {
+  function handleUpload() {
     const userId = String(session.data?.user?.dbId ?? "");
     if (!selectedFile || !userId) return;
 
-    setUploading(true);
+    const ext = getFileExtension(selectedFile.name);
+    const contentType = CONTENT_TYPES[ext] ?? "application/octet-stream";
+    const fileKey = generateS3Key(userId, portfolioId, ext);
     setUploadProgress(0);
-    setUploadError(null);
 
-    try {
-      const ext = getFileExtension(selectedFile.name);
-      const contentType = CONTENT_TYPES[ext] ?? "application/octet-stream";
-      const fileKey = generateS3Key(userId, portfolioId, ext);
-
-      const presignedUrl = await getPresignedUrl(userId, portfolioId, fileKey, contentType);
-
-      await new Promise<void>((resolve, reject) => {
-        const xhr = new XMLHttpRequest();
-        xhr.open("PUT", presignedUrl);
-        xhr.setRequestHeader("Content-Type", contentType);
-        xhr.upload.addEventListener("progress", (e) => {
-          if (e.lengthComputable) {
-            setUploadProgress(Math.round((e.loaded / e.total) * 100));
-          }
-        });
-        xhr.onload = () => {
-          if (xhr.status >= 200 && xhr.status < 300) resolve();
-          else reject(new Error(`S3 upload failed: ${xhr.status}`));
-        };
-        xhr.onerror = () => reject(new Error("Network error during upload"));
-        xhr.send(selectedFile);
-      });
-
-      const confirmRes = await fetch("/api/upload/bulk-addresses/confirm", {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ fileKey, filename: selectedFile.name, portfolioId, userId, sourceHeaders }),
-      });
-      if (!confirmRes.ok) throw new Error("Failed to record upload.");
-
-      const { id: uploadId } = await confirmRes.json();
-      router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}/map-columns`);
-      onClose();
-    } catch (err) {
-      setUploadError("Upload failed. Please try again, or contact a Domna representative if the issue persists.");
-    } finally {
-      setUploading(false);
-      setUploadProgress(null);
-    }
+    createUpload.mutate(
+      {
+        file: selectedFile,
+        portfolioId,
+        userId,
+        sourceHeaders,
+        contentType,
+        fileKey,
+        onProgress: setUploadProgress,
+      },
+      {
+        onSuccess: ({ id: uploadId }) => {
+          router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}/map-columns`);
+          onClose();
+        },
+        onSettled: () => setUploadProgress(null),
+      }
+    );
   }
 
   const canUpload = !!selectedFile && !uploading && !validating;
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
index 68160eb..3824b1b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/OnboardingProgress.tsx
@@ -1,172 +1,37 @@
 "use client";
 
-import { useState, useSyncExternalStore } from "react";
 import { useRouter } from "next/navigation";
 import Link from "next/link";
-
-interface TaskData {
-  id: string;
-  taskSource: string;
-  status: string;
-  totalSubtasks: number;
-  completedSubtasks: number;
-  failedSubtasks: number;
-}
-
-interface UploadStatus {
-  status: string;
-  combinedOutputS3Uri: string | null;
-}
+import { ArrowRightIcon } from "@heroicons/react/24/outline";
+import {
+  useBulkUploadProgress,
+  useFinalize,
+  useRequestCombine,
+} from "@/lib/bulkUpload/client";
 
 interface Props {
-  taskId: string;
   portfolioSlug: string;
   portfolioId: string;
   uploadId: string;
   isDomnaUser: boolean;
 }
 
-interface Snapshot {
-  data: TaskData | null;
-  uploadStatus: UploadStatus | null;
-  fetchError: boolean;
-  finalizeError: string | null;
-}
-
-const TERMINAL_STATUSES = new Set(["complete", "completed", "failed", "failure", "error"]);
-const FAILED_STATUSES = new Set(["failed", "failure", "error"]);
-const FINAL_UPLOAD_STATUSES = new Set(["complete", "needs_review"]);
-
-function createProgressStore(args: {
-  taskId: string;
-  portfolioId: string;
-  uploadId: string;
-  onComplete: () => void;
-}) {
-  let snapshot: Snapshot = {
-    data: null,
-    uploadStatus: null,
-    fetchError: false,
-    finalizeError: null,
-  };
-  const listeners = new Set<() => void>();
-  let intervalId: ReturnType<typeof setInterval> | null = null;
-  let combineFired = false;
-  let finalizeFired = false;
-  let refreshed = false;
-
-  function emit(patch: Partial<Snapshot>) {
-    snapshot = { ...snapshot, ...patch };
-    listeners.forEach((l) => l());
-  }
-
-  async function fireFinalize() {
-    try {
-      const res = await fetch(
-        `/api/portfolio/${args.portfolioId}/bulk-uploads/${args.uploadId}/finalize`,
-        { method: "POST" }
-      );
-      if (!res.ok) {
-        const body = await res.json().catch(() => ({}));
-        const msg =
-          body?.detail || body?.error || `Finalize failed (${res.status})`;
-        emit({ finalizeError: msg });
-        finalizeFired = false;
-      }
-    } catch (err) {
-      console.error("Failed to trigger finalize:", err);
-      emit({ finalizeError: err instanceof Error ? err.message : "Network error" });
-      finalizeFired = false;
-    }
-  }
-
-  async function poll() {
-    try {
-      const res = await fetch(`/api/tasks/${args.taskId}/summary`);
-      if (!res.ok) { emit({ fetchError: true }); return; }
-      const json: TaskData = await res.json();
-      emit({ data: json });
-      const status = json.status.toLowerCase();
-
-      if (TERMINAL_STATUSES.has(status)) {
-        if (!FAILED_STATUSES.has(status) && !combineFired) {
-          combineFired = true;
-          fetch(`/api/portfolio/${args.portfolioId}/bulk-uploads/${args.uploadId}/combine`, {
-            method: "POST",
-          }).catch((err) => console.error("Failed to trigger combiner:", err));
-        }
-
-        const uploadRes = await fetch(
-          `/api/portfolio/${args.portfolioId}/bulk-uploads/${args.uploadId}`
-        );
-        if (uploadRes.ok) {
-          const upload: UploadStatus = await uploadRes.json();
-          emit({ uploadStatus: upload });
-
-          if (upload.status === "awaiting_review" && !finalizeFired) {
-            finalizeFired = true;
-            fireFinalize();
-          }
-
-          if (FINAL_UPLOAD_STATUSES.has(upload.status) && !refreshed) {
-            refreshed = true;
-            if (intervalId) clearInterval(intervalId);
-            intervalId = null;
-            args.onComplete();
-            return;
-          }
-        }
-      }
-    } catch {
-      emit({ fetchError: true });
-    }
-  }
-
-  return {
-    subscribe(listener: () => void) {
-      listeners.add(listener);
-      if (listeners.size === 1 && intervalId === null && !refreshed) {
-        poll();
-        intervalId = setInterval(poll, 3000);
-      }
-      return () => {
-        listeners.delete(listener);
-        if (listeners.size === 0 && intervalId !== null) {
-          clearInterval(intervalId);
-          intervalId = null;
-        }
-      };
-    },
-    getSnapshot: () => snapshot,
-    retryFinalize() {
-      emit({ finalizeError: null });
-      finalizeFired = true;
-      fireFinalize();
-    },
-  };
-}
+const TASK_TERMINAL_STATUSES = new Set(["complete", "completed", "failed", "failure", "error"]);
+const TASK_FAILED_STATUSES = new Set(["failed", "failure", "error"]);
 
 export default function OnboardingProgress({
-  taskId,
   portfolioSlug,
   portfolioId,
   uploadId,
   isDomnaUser,
 }: Props) {
   const router = useRouter();
-  const [store] = useState(() =>
-    createProgressStore({
-      taskId,
-      portfolioId,
-      uploadId,
-      onComplete: () => router.refresh(),
-    })
-  );
-  const snap = useSyncExternalStore(store.subscribe, store.getSnapshot, store.getSnapshot);
-  const { data, uploadStatus, fetchError, finalizeError } = snap;
+  const progress = useBulkUploadProgress(portfolioId, uploadId);
+  const combine = useRequestCombine(portfolioId, uploadId);
+  const finalize = useFinalize(portfolioId, uploadId);
 
-  if (fetchError) return null;
-  if (!data) {
+  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" />
@@ -175,22 +40,26 @@ export default function OnboardingProgress({
     );
   }
 
-  const total = data.totalSubtasks;
-  const complete = data.completedSubtasks;
-  const failed = data.failedSubtasks;
-  const percent = total > 0 ? Math.round((complete / total) * 100) : 0;
-  const taskDone = TERMINAL_STATUSES.has(data.status.toLowerCase());
-  const isFailed = FAILED_STATUSES.has(data.status.toLowerCase());
-  const isCombining =
-    taskDone && !isFailed && uploadStatus?.status === "combining";
-  const isImporting =
-    taskDone && !isFailed && uploadStatus?.status === "awaiting_review";
+  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 ${isFailed ? "bg-red-400" : "bg-[#14163d]"}`}
+          className={`h-2 rounded-full transition-all duration-500 ${taskFailed ? "bg-red-400" : "bg-[#14163d]"}`}
           style={{ width: total > 0 ? `${percent}%` : "4%" }}
         />
       </div>
@@ -198,13 +67,13 @@ export default function OnboardingProgress({
       <div className="flex items-center gap-4 text-xs text-gray-500">
         {total > 0 && (
           <span>
-            <span className="font-semibold text-gray-700">{complete}</span> / {total} batches complete
+            <span className="font-semibold text-gray-700">{completedSubtasks}</span> / {total} batches complete
           </span>
         )}
-        {failed > 0 && (
+        {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" />
-            {failed} failed
+            {failedSubtasks} failed
           </span>
         )}
         {!taskDone && (
@@ -222,24 +91,41 @@ export default function OnboardingProgress({
         {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" />
-            Importing to portfolio…
+            Awaiting import
           </span>
         )}
       </div>
 
-      {finalizeError && (
-        <div className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-xs text-red-700 flex items-start gap-3">
-          <div className="flex-1">
-            <p className="font-semibold">Import failed</p>
-            <p className="text-red-600 mt-0.5 break-words">{finalizeError}</p>
-          </div>
-          <button
-            type="button"
-            onClick={() => store.retryFinalize()}
-            className="shrink-0 px-2 py-1 rounded-md bg-red-600 text-white font-semibold hover:bg-red-700 transition-colors"
-          >
-            Retry
-          </button>
+      {(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>
       )}
 
@@ -254,3 +140,37 @@ export default function OnboardingProgress({
     </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
index 8f12612..afd6117 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/StartAddressMatchingButton.tsx
@@ -1,8 +1,8 @@
 "use client";
 
 import { useRouter } from "next/navigation";
-import { useMutation } from "@tanstack/react-query";
 import { ArrowRightIcon } from "@heroicons/react/24/outline";
+import { useStartAddressMatching } from "@/lib/bulkUpload/client";
 
 interface Props {
   portfolioId: string;
@@ -10,53 +10,14 @@ interface Props {
   filename: string;
 }
 
-export default function StartAddressMatchingButton({ portfolioId, uploadId, filename }: Props) {
+export default function StartAddressMatchingButton({ portfolioId, uploadId }: Props) {
   const router = useRouter();
-
-  const { mutate, isPending, error } = useMutation({
-    mutationFn: async () => {
-      const taskRes = await fetch("/api/tasks", {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({
-          taskSource: `Address Onboarding – ${filename}`,
-          service: "address2uprn",
-          source: "portfolio_id",
-          sourceId: portfolioId,
-          inputs: { bulk_upload_id: uploadId },
-        }),
-      });
-
-      if (!taskRes.ok) {
-        const data = await taskRes.json().catch(() => ({}));
-        throw new Error(data.error ?? "Failed to create task");
-      }
-
-      const { taskId, subTaskId } = await taskRes.json();
-
-      const matchRes = await fetch(
-        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/start-address-matching`,
-        {
-          method: "POST",
-          headers: { "Content-Type": "application/json" },
-          body: JSON.stringify({ taskId, subTaskId }),
-        }
-      );
-
-      if (!matchRes.ok) {
-        const data = await matchRes.json().catch(() => ({}));
-        throw new Error(data.error ?? "Failed to start address matching");
-      }
-    },
-    onSuccess: () => {
-      router.refresh();
-    },
-  });
+  const { mutate, isPending, error } = useStartAddressMatching(portfolioId, uploadId);
 
   return (
     <div className="mt-4">
       <button
-        onClick={() => mutate()}
+        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"
@@ -76,7 +37,7 @@ export default function StartAddressMatchingButton({ portfolioId, uploadId, file
       </button>
       {error && (
         <p className="mt-2 text-xs text-red-500">
-          {error instanceof Error ? error.message : "Something went wrong"}
+          {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
index 1915282..adda7d3 100644
--- 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
@@ -9,6 +9,7 @@ import {
   TableCellsIcon,
   ArrowsRightLeftIcon,
 } from "@heroicons/react/24/outline";
+import { useSetColumnMapping } from "@/lib/bulkUpload/client";
 
 const INTERNAL_FIELDS = [
   { value: "address_1", label: "Address 1", required: true },
@@ -61,42 +62,28 @@ export default function MapColumnsClient({
   const [mapping, setMapping] = useState<Record<string, string>>(
     buildInitialMapping(sourceHeaders, existingMapping)
   );
-  const [submitting, setSubmitting] = useState(false);
-  const [error, setError] = useState<string | null>(null);
+  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 }));
   }
 
-  async function handleSubmit() {
+  function handleSubmit() {
     if (!canSubmit) return;
-    setSubmitting(true);
-    setError(null);
-
-    try {
-      const res = await fetch(
-        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}`,
-        {
-          method: "PATCH",
-          headers: { "Content-Type": "application/json" },
-          body: JSON.stringify({ columnMapping: mapping }),
-        }
-      );
-
-      if (!res.ok) {
-        const data = await res.json().catch(() => ({}));
-        throw new Error(data.msg ?? "Failed to save mapping.");
+    setMappingMutation.mutate(
+      { columnMapping: mapping },
+      {
+        onSuccess: () => {
+          router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}`);
+        },
       }
-
-      router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}`);
-    } catch (err) {
-      setError(err instanceof Error ? err.message : "Something went wrong.");
-      setSubmitting(false);
-    }
+    );
   }
 
   return (
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
index d743097..f8f1a35 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
@@ -181,7 +181,6 @@ export default async function BulkUploadDetailPage(props: {
               statusKey === "failed") &&
               upload.taskId && (
                 <OnboardingProgress
-                  taskId={upload.taskId}
                   portfolioSlug={slug}
                   portfolioId={upload.portfolioId}
                   uploadId={uploadId}
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/lib/bulkUpload/client.ts b/src/lib/bulkUpload/client.ts
new file mode 100644
index 0000000..da6d764
--- /dev/null
+++ b/src/lib/bulkUpload/client.ts
@@ -0,0 +1,173 @@
+"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/${uploadId}/combine`,
+        { method: "POST" },
+      );
+      if (!res.ok) throw await parseError(res, "Failed to start combiner.");
+      return res.json();
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: bulkUploadKeys.progress(uploadId) });
+    },
+  });
+}
+
+export type FinalizeResult = {
+  inserted?: number;
+  missingUprnCount?: number;
+  duplicateUprnCount?: number;
+  status?: string;
+  alreadyComplete?: boolean;
+};
+
+export function useFinalize(portfolioId: string, uploadId: string) {
+  const queryClient = useQueryClient();
+  return useMutation<FinalizeResult, Error, void>({
+    mutationFn: async () => {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/finalize`,
+        { method: "POST" },
+      );
+      if (!res.ok) throw await parseError(res, "Finalize failed.");
+      return res.json();
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: bulkUploadKeys.progress(uploadId) });
+    },
+  });
+}
diff --git a/src/lib/bulkUpload/keys.ts b/src/lib/bulkUpload/keys.ts
new file mode 100644
index 0000000..1f77cb9
--- /dev/null
+++ b/src/lib/bulkUpload/keys.ts
@@ -0,0 +1,4 @@
+export const bulkUploadKeys = {
+  all: ["bulkUpload"] as const,
+  progress: (uploadId: string) => ["bulkUpload", uploadId, "progress"] as const,
+};
diff --git a/src/lib/bulkUpload/server.ts b/src/lib/bulkUpload/server.ts
new file mode 100644
index 0000000..a4ce2d5
--- /dev/null
+++ b/src/lib/bulkUpload/server.ts
@@ -0,0 +1,277 @@
+import { db } from "@/app/db/db";
+import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
+import { tasks } from "@/app/db/schema/tasks/tasks";
+import { subTasks } from "@/app/db/schema/tasks/subtask";
+import { count, desc, eq, sql } from "drizzle-orm";
+import type { BulkUpload, BulkUploadStatus, ProgressView, TaskSummary } from "./types";
+
+const REMAP_ALLOWED: ReadonlySet<BulkUploadStatus> = new Set([
+  "ready_for_processing",
+  "mapping_complete",
+]);
+
+type FastApiTriggerArgs = {
+  endpoint: string;
+  payload: Record<string, unknown>;
+  sessionToken: string | undefined;
+};
+
+type FastApiTriggerResult = { ok: true } | { ok: false; status: number; message: string };
+
+async function triggerFastApiPipeline(args: FastApiTriggerArgs): Promise<FastApiTriggerResult> {
+  const url = process.env.FASTAPI_API_URL;
+  const key = process.env.FASTAPI_API_KEY;
+  if (!url || !key) {
+    console.error("FASTAPI_API_URL or FASTAPI_API_KEY not set");
+    return { ok: false, status: 500, message: "Server misconfiguration" };
+  }
+
+  try {
+    const res = await fetch(`${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"; status: "complete" | "needs_review" }
+  | { 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" || upload.status === "needs_review")
+    return { kind: "already_finalized", status: upload.status };
+  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,
+  args: { needsReview: boolean },
+): Promise<void> {
+  await db
+    .update(bulkAddressUploads)
+    .set({ status: args.needsReview ? "needs_review" : "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..1559f52
--- /dev/null
+++ b/src/lib/bulkUpload/types.ts
@@ -0,0 +1,44 @@
+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",
+  "needs_review",
+  "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",
+  "needs_review",
+  "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
+  );
+}

From 7ece33b7b66fe6b8338a5a6ea8efd66f64a5d551 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Wed, 6 May 2026 16:05:24 +0000
Subject: [PATCH 088/147] removed finalise code as its needed only in the final
 new process

---
 CONTEXT.md                                    |  7 ++--
 docs/adr/0005-retire-needs-review-status.md   | 14 +++++++
 .../bulk-uploads/[uploadId]/finalize/route.ts | 39 +++----------------
 .../bulk-upload/[uploadId]/page.tsx           | 10 +----
 src/lib/bulkUpload/client.ts                  | 11 +-----
 src/lib/bulkUpload/server.ts                  | 12 ++----
 src/lib/bulkUpload/types.ts                   |  2 -
 7 files changed, 29 insertions(+), 66 deletions(-)
 create mode 100644 docs/adr/0005-retire-needs-review-status.md

diff --git a/CONTEXT.md b/CONTEXT.md
index 652d44c..4a95696 100644
--- a/CONTEXT.md
+++ b/CONTEXT.md
@@ -41,12 +41,11 @@ ready_for_processing
     → 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, no row issues; Next.js writes)
-          → needs_review     (Finalise succeeded, missing or duplicate UPRNs; Next.js writes)
+          → complete         (Finalise succeeded; Next.js writes)
           → failed           (FastAPI reports in-flight failure — schema only, not yet wired)
 ```
 
-`complete`, `needs_review`, and `failed` are terminal.
+`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.
 
@@ -66,7 +65,7 @@ See [ADR-0001](./docs/adr/0001-bulk-upload-state-machine.md) for the deliberate
 > **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 `needs_review`. The `complete` state is only for clean runs."
+> **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
 
diff --git a/docs/adr/0005-retire-needs-review-status.md b/docs/adr/0005-retire-needs-review-status.md
new file mode 100644
index 0000000..f12ebb6
--- /dev/null
+++ b/docs/adr/0005-retire-needs-review-status.md
@@ -0,0 +1,14 @@
+# Retire the `needs_review` BulkUpload status
+
+[ADR-0001](./0001-bulk-upload-state-machine.md) preserved `needs_review` as a terminal status (deliberate decision #1): a finalised upload with missing or duplicate UPRNs ended up there, distinct from `complete`, even though no recovery flow existed. The reasoning was that the status flag still carried a UI signal — "Imported with issues" copy on the upload detail page — that told the team manual cleanup was needed in the property table.
+
+This decision retires `needs_review` entirely. Finalise now always sets `complete`, regardless of whether any rows were missing a UPRN or shared one with another row. The status enum, the `markFinalized` signature, and the per-status UI copy are all simplified accordingly.
+
+The terminal set is now `complete` and `failed` only. The state machine in ADR-0001 otherwise stands; only the post-Finalise branching changes.
+
+The trade-off was between:
+
+- **(rejected) Keep `needs_review` for the UI distinction.** The flag was the only consumer of the missing/duplicate-UPRN counts during Finalise, and the counts themselves were already dead in the response payload. Keeping the flag meant maintaining a state-machine branch and a STATUS_CONFIG entry for a signal that — per ADR-0001 — has no follow-up action. Future readers would continue to surface "needs_review has no exit" as friction.
+- **(chosen) Always `complete`.** One terminal success state. The Finalise route loses the missing/duplicate-UPRN booleans entirely; rows are inserted with whatever UPRN they have (or none), and the team handles cleanup in the property table directly. If a recovery flow ever lands, it can re-introduce a more meaningful intermediate status at that point — driven by the actual recovery UX rather than a defensive flag set today.
+
+Legacy `bulk_address_uploads` rows with `status = 'needs_review'` (if any exist) will fall through `STATUS_CONFIG` lookup and render as the default `ready_for_processing` card. This is acceptable because (a) the flow is internal Domna tooling per ADR-0002, (b) any such rows pre-date this change and represent uploads the team has already triaged manually, and (c) the records still link to imported properties via the BulkUpload row's relationships. No migration is run.
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
index b006e92..b6fd7ec 100644
--- a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/finalize/route.ts
@@ -74,10 +74,7 @@ export async function POST(
     case "not_found":
       return NextResponse.json({ error: "Not found" }, { status: 404 });
     case "already_finalized":
-      return NextResponse.json(
-        { alreadyComplete: true, status: guarded.status },
-        { status: 200 }
-      );
+      return new NextResponse(null, { status: 200 });
     case "wrong_state":
       return NextResponse.json(
         { error: `Upload not ready to finalize (state: ${guarded.current})` },
@@ -111,24 +108,12 @@ export async function POST(
 
   const portfolioIdBig = BigInt(upload.portfolioId);
 
-  const uprnCounts = new Map<string, number>();
-  for (const r of rawRows) {
-    const v = normalize(r[UPRN_COL]);
-    if (isMissing(v)) continue;
-    uprnCounts.set(v, (uprnCounts.get(v) ?? 0) + 1);
-  }
-
-  let missingUprnCount = 0;
-  let duplicateUprnCount = 0;
-
   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]);
-    if (uprn === null) missingUprnCount++;
-    else if ((uprnCounts.get(uprn.toString()) ?? 0) >= 2) duplicateUprnCount++;
 
     const matchedAddressRaw = normalize(raw[MATCHED_ADDRESS_COL]);
     const matchedAddress = isMissing(matchedAddressRaw) ? null : matchedAddressRaw;
@@ -152,36 +137,24 @@ export async function POST(
     };
   });
 
-  let inserted = 0;
   try {
     if (values.length > 0) {
-      const result = await db
+      await db
         .insert(property)
         .values(values)
         .onConflictDoNothing({
           target: [property.portfolioId, property.uprn],
           where: sql`${property.uprn} IS NOT NULL`,
-        })
-        .returning({ id: property.id });
-      inserted = result.length;
+        });
     }
 
-    const needsReview = missingUprnCount > 0 || duplicateUprnCount > 0;
-    await markFinalized(uploadId, { needsReview });
-    const nextStatus = needsReview ? "needs_review" : "complete";
+    await markFinalized(uploadId);
 
     revalidatePath("/portfolio/[slug]", "layout");
 
-    return NextResponse.json(
-      { inserted, missingUprnCount, duplicateUprnCount, status: nextStatus },
-      { status: 200 }
-    );
+    return new NextResponse(null, { status: 200 });
   } catch (err) {
     console.error("Failed to finalize bulk upload:", err);
-    const detail = err instanceof Error ? err.message : String(err);
-    return NextResponse.json(
-      { error: "Failed to import properties", detail },
-      { status: 500 }
-    );
+    return NextResponse.json({ error: "Failed to import properties" }, { status: 500 });
   }
 }
diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
index f8f1a35..5509be2 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
@@ -77,14 +77,6 @@ const STATUS_CONFIG = {
     body: "All addresses have been imported into your portfolio.",
     cta: false,
   },
-  needs_review: {
-    icon: ExclamationCircleIcon,
-    iconBg: "bg-amber-50",
-    iconColor: "text-amber-500",
-    title: "Imported with issues",
-    body: "Some addresses didn't match a UPRN or matched the same UPRN as another row. Open the properties list to fix them manually.",
-    cta: false,
-  },
   failed: {
     icon: ExclamationCircleIcon,
     iconBg: "bg-red-50",
@@ -188,7 +180,7 @@ export default async function BulkUploadDetailPage(props: {
                 />
               )}
 
-            {(statusKey === "needs_review" || statusKey === "complete") && (
+            {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"
diff --git a/src/lib/bulkUpload/client.ts b/src/lib/bulkUpload/client.ts
index da6d764..536bd07 100644
--- a/src/lib/bulkUpload/client.ts
+++ b/src/lib/bulkUpload/client.ts
@@ -147,24 +147,15 @@ export function useRequestCombine(portfolioId: string, uploadId: string) {
   });
 }
 
-export type FinalizeResult = {
-  inserted?: number;
-  missingUprnCount?: number;
-  duplicateUprnCount?: number;
-  status?: string;
-  alreadyComplete?: boolean;
-};
-
 export function useFinalize(portfolioId: string, uploadId: string) {
   const queryClient = useQueryClient();
-  return useMutation<FinalizeResult, Error, void>({
+  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.");
-      return res.json();
     },
     onSuccess: () => {
       queryClient.invalidateQueries({ queryKey: bulkUploadKeys.progress(uploadId) });
diff --git a/src/lib/bulkUpload/server.ts b/src/lib/bulkUpload/server.ts
index a4ce2d5..a5785c3 100644
--- a/src/lib/bulkUpload/server.ts
+++ b/src/lib/bulkUpload/server.ts
@@ -250,7 +250,7 @@ export async function requestCombineRetrigger(args: {
 
 export type LoadForFinalizeOutcome =
   | { kind: "ready"; upload: BulkUpload }
-  | { kind: "already_finalized"; status: "complete" | "needs_review" }
+  | { kind: "already_finalized" }
   | { kind: "not_found" }
   | { kind: "not_yet_combined" }
   | { kind: "wrong_state"; current: string };
@@ -258,20 +258,16 @@ export type LoadForFinalizeOutcome =
 export async function loadForFinalize(uploadId: string): Promise<LoadForFinalizeOutcome> {
   const upload = await loadById(uploadId);
   if (!upload) return { kind: "not_found" };
-  if (upload.status === "complete" || upload.status === "needs_review")
-    return { kind: "already_finalized", status: upload.status };
+  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,
-  args: { needsReview: boolean },
-): Promise<void> {
+export async function markFinalized(uploadId: string): Promise<void> {
   await db
     .update(bulkAddressUploads)
-    .set({ status: args.needsReview ? "needs_review" : "complete" })
+    .set({ status: "complete" })
     .where(eq(bulkAddressUploads.id, uploadId));
 }
diff --git a/src/lib/bulkUpload/types.ts b/src/lib/bulkUpload/types.ts
index 1559f52..c2b1cb6 100644
--- a/src/lib/bulkUpload/types.ts
+++ b/src/lib/bulkUpload/types.ts
@@ -7,7 +7,6 @@ export const BULK_UPLOAD_STATUSES = [
   "combining",
   "awaiting_review",
   "complete",
-  "needs_review",
   "failed",
 ] as const;
 
@@ -35,7 +34,6 @@ export type ProgressView = {
 
 const TERMINAL_UPLOAD_STATUSES: ReadonlySet<BulkUploadStatus> = new Set([
   "complete",
-  "needs_review",
   "failed",
 ]);
 

From 2c8336a6d68defcacdaa804e6a554027631a2d05 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Wed, 6 May 2026 16:08:37 +0000
Subject: [PATCH 089/147] claude md file updated

---
 CLAUDE.md | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/CLAUDE.md b/CLAUDE.md
index e35dd11..588730b 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -4,7 +4,7 @@
 
 - **Avoid `useEffect` and `useMemo`.** Derive values inline, use Server Components + Route Handlers, event handlers. If a hook is genuinely the only option, flag it and ask before using it.
 
-- Instead of raw fetch use reactQuery to allow handling of mutations
+- Instead of raw fetch use useQuery to allow handling of mutations
 
 ## Next.js 15 route handlers
 

From db3609db8557973df5199f9b5278794d445be881 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Wed, 6 May 2026 16:11:00 +0000
Subject: [PATCH 090/147] updated claude.md

---
 CLAUDE.md | 11 ++++++++---
 1 file changed, 8 insertions(+), 3 deletions(-)

diff --git a/CLAUDE.md b/CLAUDE.md
index 588730b..5fd0594 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -1,11 +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, use Server Components + Route Handlers, event handlers. If a hook is genuinely the only option, flag it and ask before using it.
-
-- Instead of raw fetch use useQuery to allow handling of mutations
+- **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.

From 131dd2736ed1739b3a0fa4a0fc10bba67d713e31 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Wed, 6 May 2026 16:12:23 +0000
Subject: [PATCH 091/147] remove backlog stuff

---
 run_backlog_browser.sh | 1 -
 1 file changed, 1 deletion(-)
 delete mode 100644 run_backlog_browser.sh

diff --git a/run_backlog_browser.sh b/run_backlog_browser.sh
deleted file mode 100644
index bd3fcc4..0000000
--- a/run_backlog_browser.sh
+++ /dev/null
@@ -1 +0,0 @@
-backlog browser

From 61b1f89bd9419f8990125768c20908c12ea9f7fc Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Wed, 6 May 2026 16:13:30 +0000
Subject: [PATCH 092/147] got rid of backlog port

---
 .devcontainer/docker-compose.yml | 1 -
 1 file changed, 1 deletion(-)

diff --git a/.devcontainer/docker-compose.yml b/.devcontainer/docker-compose.yml
index 90cedb7..296beb9 100644
--- a/.devcontainer/docker-compose.yml
+++ b/.devcontainer/docker-compose.yml
@@ -10,7 +10,6 @@ services:
     command: sleep infinity
     ports:
       - "3000:3000"
-      - "6420:6420"
     volumes:
       - ..:/workspaces/assessment-model
       - ~/.gitconfig:/home/vscode/.gitconfig

From fccf4130c8e0f290f6e5f46098e34c837f0354ee Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 18:00:06 +0000
Subject: [PATCH 093/147] added instruct measures approval

---
 .../instructed-measures/route.ts              |  31 +--
 src/app/lib/instructMeasure.test.ts           | 180 +++++++++++++++
 src/app/lib/instructMeasure.ts                | 218 ++++++++++++++++++
 .../live/PropertyDetailDrawer.tsx             | 195 +++++++++++-----
 .../your-projects/live/[dealId]/DealPage.tsx  |   1 +
 5 files changed, 555 insertions(+), 70 deletions(-)

diff --git a/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts b/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
index ff7a74d..533f228 100644
--- a/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/instructed-measures/route.ts
@@ -10,12 +10,14 @@ import {
   portfolioUsers,
 } from "@/app/db/schema/portfolio";
 import { user } from "@/app/db/schema/users";
-import { instructMeasure } from "@/app/lib/instructMeasure";
+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"),
-  measureName: z.string().min(1, "measureName is required"),
+  measureNames: z
+    .array(z.string().min(1))
+    .min(1, "measureNames must not be empty"),
 });
 
 /**
@@ -27,10 +29,10 @@ const postSchema = z.object({
  * pushes back to HubSpot. See `instructMeasure` for the full contract.
  *
  * Body:
- *   { dealId: string, measureName: string }
+ *   { dealId: string, measureNames: string[] }
  *
  * Response:
- *   200 { ok: true, hubspotSync: "ok" | "failed", autoPopulatedProposed: boolean, hubspotError? }
+ *   200 { ok: true, hubspotSync: "ok" | "failed", hubspotError? }
  *   400 { ok: false, error }
  *   401 / 403 / 404 on auth/role/user errors.
  */
@@ -60,15 +62,16 @@ export async function POST(
     );
   }
 
-  const { dealId, measureName } = parsed.data;
+  const { dealId, measureNames } = parsed.data;
 
-  // Validate against the canonical catalogue up-front so the route returns
-  // a clean 400 rather than relying on the service-level check.
-  if (!(MEASURE_NAMES as ReadonlyArray<string>).includes(measureName)) {
-    return NextResponse.json(
-      { error: `Unknown measure: ${measureName}` },
-      { status: 400 },
-    );
+  // 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
@@ -119,9 +122,9 @@ export async function POST(
   }
 
   try {
-    const result = await instructMeasure({
+    const result = await instructMeasures({
       dealId,
-      measureName,
+      measureNames,
       userId: userRow[0].id,
     });
 
diff --git a/src/app/lib/instructMeasure.test.ts b/src/app/lib/instructMeasure.test.ts
index 7f8ae71..a9bf993 100644
--- a/src/app/lib/instructMeasure.test.ts
+++ b/src/app/lib/instructMeasure.test.ts
@@ -11,10 +11,13 @@ import {
   PROPOSED_MEASURES_PROP,
   APPROVED_MEASURES_PROP,
   instructMeasure,
+  instructMeasures,
 } from "./instructMeasure";
 import type {
   InstructTxOutcome,
+  InstructMeasuresTxOutcome,
   RunInstructTx,
+  RunInstructMeasuresTx,
   ReadInstructedMeasureNames,
   StampPushedAt,
   SyncMeasuresField,
@@ -307,3 +310,180 @@ describe("instructMeasure — HubSpot push failure leaves DB committed", () => {
     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
index a7421ca..3e66e5e 100644
--- a/src/app/lib/instructMeasure.ts
+++ b/src/app/lib/instructMeasure.ts
@@ -196,6 +196,224 @@ const defaultStampPushedAt: StampPushedAt = async (rowId) => {
     .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> {
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 fd9fe62..a3ab982 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -30,6 +30,7 @@ import { ApprovalConfirmDialog } from "./ApprovalConfirmDialog";
 import type { PendingDiff } from "./ApprovalConfirmDialog";
 import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
 import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
+import { useToast } from "@/app/hooks/use-toast";
 
 // Sections the caller can request focus on. Used by entry-points like the
 // Measures table row click that should land the user on a specific tab.
@@ -1505,12 +1506,13 @@ export function PibiMeasureSelector({
 }
 
 // -----------------------------------------------------------------------
-// Instruct measure editor — approver-only form to instruct an out-of-band
-// measure that the coordinator did not propose (issue #253).
+// Instruct measure editor — approver-only form to instruct out-of-band
+// measures that the coordinator did not propose (issue #253).
 // -----------------------------------------------------------------------
 interface InstructMeasureEditorProps {
   dealId: string;
   portfolioId: string;
+  proposedMeasures: string[];
   /** True when the user has the approver capability on this portfolio. */
   canEdit: boolean;
   /** Soft-warning string from `outOfOrderInstructionWarning`, or null. */
@@ -1520,47 +1522,85 @@ interface InstructMeasureEditorProps {
 export function InstructMeasureEditor({
   dealId,
   portfolioId,
+  proposedMeasures,
   canEdit,
   outOfOrderWarning,
 }: InstructMeasureEditorProps) {
-  const [selected, setSelected] = useState<string>("");
-  const [optimisticList, setOptimisticList] = useState<string[]>([]);
+  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 [confirmOpen, setConfirmOpen] = useState(false);
   const [submitting, setSubmitting] = useState(false);
   const [error, setError] = useState<string | null>(null);
 
-  // Reset optimistic state when the drawer switches deals.
   useEffect(() => {
-    setOptimisticList([]);
-    setSelected("");
+    setChecked(new Set());
     setError(null);
   }, [dealId]);
 
   if (!canEdit) return null;
 
-  async function handleSubmit() {
-    if (!selected) return;
-    const measure = selected;
+  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 handleConfirm() {
+    const measureNames = Array.from(checked);
+    if (measureNames.length === 0) return;
     setSubmitting(true);
     setError(null);
-    // Optimistic append. Reverted on failure.
-    setOptimisticList((prev) => [...prev, measure]);
     try {
       const res = await fetch(
         `/api/portfolio/${portfolioId}/instructed-measures`,
         {
           method: "POST",
           headers: { "Content-Type": "application/json" },
-          body: JSON.stringify({ dealId, measureName: measure }),
+          body: JSON.stringify({ dealId, measureNames }),
         },
       );
       if (!res.ok) {
-        setOptimisticList((prev) => prev.filter((m) => m !== measure));
         const json = await res.json().catch(() => ({}));
         setError(
           typeof json.error === "string"
             ? json.error
-            : "Failed to instruct measure",
+            : "Failed to instruct measures",
         );
+        setConfirmOpen(false);
         return;
       }
       const json = (await res.json()) as {
@@ -1568,19 +1608,28 @@ export function InstructMeasureEditor({
         hubspotSync: "ok" | "failed";
         hubspotError?: string;
       };
+      setConfirmOpen(false);
+      setChecked(new Set());
+      void queryClient.invalidateQueries({ queryKey: ["pibiMeasures", portfolioId, dealId] });
       if (json.hubspotSync === "failed") {
-        setError(
-          json.hubspotError
+        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.`,
+        });
       }
-      setSelected("");
     } catch (err) {
-      setOptimisticList((prev) => prev.filter((m) => m !== measure));
       setError(
-        err instanceof Error ? err.message : "Failed to instruct measure",
+        err instanceof Error ? err.message : "Failed to instruct measures",
       );
+      setConfirmOpen(false);
     } finally {
       setSubmitting(false);
     }
@@ -1597,49 +1646,44 @@ export function InstructMeasureEditor({
           <span>{outOfOrderWarning}</span>
         </div>
       )}
-      {optimisticList.length > 0 && (
-        <div data-testid="instructed-measures-list" className="flex flex-wrap gap-1.5">
-          {optimisticList.map((m) => (
-            <span
-              key={m}
-              data-testid="instructed-measure-chip"
-              className="px-2 py-0.5 rounded-full text-[11px] bg-blue-50 border border-blue-200 text-blue-700"
-            >
-              {m}
-            </span>
-          ))}
-        </div>
-      )}
-      <div className="flex flex-wrap items-center gap-2">
-        <label className="flex flex-col gap-1 flex-1 min-w-[12rem]">
-          <span className="text-xs text-gray-500 font-medium">
-            Instruct a measure
-          </span>
-          <select
-            data-testid="instruct-measure-select"
-            value={selected}
-            onChange={(e) => setSelected(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"
+      <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"
           >
-            <option value="">Select a measure…</option>
-            {MEASURE_NAMES.map((m) => (
-              <option key={m} value={m}>
+            {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}
-              </option>
+              </label>
             ))}
-          </select>
-        </label>
+          </div>
+        )}
+      </div>
+      {eligible.length > 0 && (
         <button
           type="button"
           data-testid="instruct-measure-submit"
-          onClick={handleSubmit}
-          disabled={!selected || 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 mt-5"
+          onClick={() => setConfirmOpen(true)}
+          disabled={checked.size === 0 || 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 ? "Instructing…" : "Instruct"}
+          Instruct selected ({checked.size})
         </button>
-      </div>
+      )}
       {error && (
         <p
           data-testid="instruct-measure-error"
@@ -1648,6 +1692,44 @@ export function InstructMeasureEditor({
           {error}
         </p>
       )}
+
+      <Dialog open={confirmOpen} onOpenChange={setConfirmOpen}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>Instruct measures</DialogTitle>
+          </DialogHeader>
+          <p className="text-sm text-gray-600">
+            The following measures will be instructed and approved:
+          </p>
+          <ul className="mt-2 space-y-1">
+            {Array.from(checked).map((m) => (
+              <li key={m} className="flex items-center gap-2 text-sm text-gray-800">
+                <CheckCircle2 className="h-4 w-4 text-brandblue shrink-0" />
+                {m}
+              </li>
+            ))}
+          </ul>
+          <DialogFooter className="mt-4">
+            <button
+              type="button"
+              onClick={() => setConfirmOpen(false)}
+              disabled={submitting}
+              className="text-xs font-medium px-3 py-1.5 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 disabled:opacity-50 transition-colors"
+            >
+              Cancel
+            </button>
+            <button
+              type="button"
+              data-testid="instruct-measure-confirm"
+              onClick={handleConfirm}
+              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 ? "Instructing…" : "Confirm"}
+            </button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
     </div>
   );
 }
@@ -2136,6 +2218,7 @@ export default function PropertyDetailDrawer({
                     <InstructMeasureEditor
                       dealId={deal.dealId}
                       portfolioId={portfolioId}
+                      proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
                       canEdit={userCapability.includes("approver")}
                       outOfOrderWarning={outOfOrderInstructionWarning(deal)}
                     />
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
index cbd680f..534d81c 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -551,6 +551,7 @@ export default function DealPage({
           <InstructMeasureEditor
             dealId={deal.dealId}
             portfolioId={portfolioId}
+            proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
             canEdit={isApprover}
             outOfOrderWarning={outOfOrderInstructionWarning(deal)}
           />

From e6e94176cd9d1fef5a9ea781c75db1684e879751 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 18:16:55 +0000
Subject: [PATCH 094/147] sdding modal close

---
 .../your-projects/live/PropertyDetailDrawer.tsx           | 8 +++++---
 .../(portfolio)/your-projects/live/[dealId]/DealPage.tsx  | 1 +
 2 files changed, 6 insertions(+), 3 deletions(-)

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 a3ab982..500fb0e 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1517,6 +1517,8 @@ interface InstructMeasureEditorProps {
   canEdit: boolean;
   /** Soft-warning string from `outOfOrderInstructionWarning`, or null. */
   outOfOrderWarning: string | null;
+  /** Called after a successful instruction (e.g. to close an outer modal). */
+  onSuccess?: () => void;
 }
 
 export function InstructMeasureEditor({
@@ -1525,6 +1527,7 @@ export function InstructMeasureEditor({
   proposedMeasures,
   canEdit,
   outOfOrderWarning,
+  onSuccess,
 }: InstructMeasureEditorProps) {
   const queryClient = useQueryClient();
   const { toast } = useToast();
@@ -1582,6 +1585,7 @@ export function InstructMeasureEditor({
   async function handleConfirm() {
     const measureNames = Array.from(checked);
     if (measureNames.length === 0) return;
+    setConfirmOpen(false);
     setSubmitting(true);
     setError(null);
     try {
@@ -1600,7 +1604,6 @@ export function InstructMeasureEditor({
             ? json.error
             : "Failed to instruct measures",
         );
-        setConfirmOpen(false);
         return;
       }
       const json = (await res.json()) as {
@@ -1608,9 +1611,9 @@ export function InstructMeasureEditor({
         hubspotSync: "ok" | "failed";
         hubspotError?: string;
       };
-      setConfirmOpen(false);
       setChecked(new Set());
       void queryClient.invalidateQueries({ queryKey: ["pibiMeasures", portfolioId, dealId] });
+      onSuccess?.();
       if (json.hubspotSync === "failed") {
         toast({
           title: "Measures instructed",
@@ -1629,7 +1632,6 @@ export function InstructMeasureEditor({
       setError(
         err instanceof Error ? err.message : "Failed to instruct measures",
       );
-      setConfirmOpen(false);
     } finally {
       setSubmitting(false);
     }
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
index 534d81c..ee0a52c 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -554,6 +554,7 @@ export default function DealPage({
             proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
             canEdit={isApprover}
             outOfOrderWarning={outOfOrderInstructionWarning(deal)}
+            onSuccess={() => setInstructModalOpen(false)}
           />
         </DialogContent>
       </Dialog>

From ffb2f8c7c3c76dd244944b5a3895e8fd66246a2d Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 18:27:28 +0000
Subject: [PATCH 095/147] simplify second modal

---
 .../live/PropertyDetailDrawer.tsx             | 101 +++++++++---------
 1 file changed, 48 insertions(+), 53 deletions(-)

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 500fb0e..721ece3 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -2,7 +2,7 @@
 
 import { useEffect, useMemo, useState } from "react";
 import { useQuery, useQueryClient } from "@tanstack/react-query";
-import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw } from "lucide-react";
+import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw, Loader2 } from "lucide-react";
 import {
   Drawer,
   DrawerClose,
@@ -1562,12 +1562,13 @@ export function InstructMeasureEditor({
   );
 
   const [checked, setChecked] = useState<Set<string>>(new Set());
-  const [confirmOpen, setConfirmOpen] = useState(false);
+  const [confirmText, setConfirmText] = useState("");
   const [submitting, setSubmitting] = useState(false);
   const [error, setError] = useState<string | null>(null);
 
   useEffect(() => {
     setChecked(new Set());
+    setConfirmText("");
     setError(null);
   }, [dealId]);
 
@@ -1582,10 +1583,9 @@ export function InstructMeasureEditor({
     });
   }
 
-  async function handleConfirm() {
+  async function handleSubmit() {
     const measureNames = Array.from(checked);
-    if (measureNames.length === 0) return;
-    setConfirmOpen(false);
+    if (measureNames.length === 0 || confirmText !== "confirm") return;
     setSubmitting(true);
     setError(null);
     try {
@@ -1612,6 +1612,7 @@ export function InstructMeasureEditor({
         hubspotError?: string;
       };
       setChecked(new Set());
+      setConfirmText("");
       void queryClient.invalidateQueries({ queryKey: ["pibiMeasures", portfolioId, dealId] });
       onSuccess?.();
       if (json.hubspotSync === "failed") {
@@ -1637,6 +1638,9 @@ export function InstructMeasureEditor({
     }
   }
 
+  const hasSelection = checked.size > 0;
+  const canSubmit = hasSelection && confirmText === "confirm" && !submitting;
+
   return (
     <div className="space-y-3">
       {outOfOrderWarning && (
@@ -1675,17 +1679,46 @@ export function InstructMeasureEditor({
           </div>
         )}
       </div>
-      {eligible.length > 0 && (
-        <button
-          type="button"
-          data-testid="instruct-measure-submit"
-          onClick={() => setConfirmOpen(true)}
-          disabled={checked.size === 0 || 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"
-        >
-          Instruct selected ({checked.size})
-        </button>
+
+      {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"
@@ -1694,44 +1727,6 @@ export function InstructMeasureEditor({
           {error}
         </p>
       )}
-
-      <Dialog open={confirmOpen} onOpenChange={setConfirmOpen}>
-        <DialogContent>
-          <DialogHeader>
-            <DialogTitle>Instruct measures</DialogTitle>
-          </DialogHeader>
-          <p className="text-sm text-gray-600">
-            The following measures will be instructed and approved:
-          </p>
-          <ul className="mt-2 space-y-1">
-            {Array.from(checked).map((m) => (
-              <li key={m} className="flex items-center gap-2 text-sm text-gray-800">
-                <CheckCircle2 className="h-4 w-4 text-brandblue shrink-0" />
-                {m}
-              </li>
-            ))}
-          </ul>
-          <DialogFooter className="mt-4">
-            <button
-              type="button"
-              onClick={() => setConfirmOpen(false)}
-              disabled={submitting}
-              className="text-xs font-medium px-3 py-1.5 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 disabled:opacity-50 transition-colors"
-            >
-              Cancel
-            </button>
-            <button
-              type="button"
-              data-testid="instruct-measure-confirm"
-              onClick={handleConfirm}
-              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 ? "Instructing…" : "Confirm"}
-            </button>
-          </DialogFooter>
-        </DialogContent>
-      </Dialog>
     </div>
   );
 }

From 2b05abb1854fa7fe44d01a5cc49b73afc50e69c1 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 19:10:47 +0000
Subject: [PATCH 096/147] Adding tests for modified approvals route

---
 .../[portfolioId]/approvals/route.test.ts     | 289 ++++++++++++++++++
 .../[portfolioId]/approvals/route.ts          |  19 +-
 2 files changed, 307 insertions(+), 1 deletion(-)
 create mode 100644 src/app/api/portfolio/[portfolioId]/approvals/route.test.ts

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..90bc7b4 100644
--- a/src/app/api/portfolio/[portfolioId]/approvals/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts
@@ -10,7 +10,11 @@ import { and, eq, inArray, sql } from "drizzle-orm";
 import { z } from "zod";
 import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
-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
@@ -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 });

From 93cdc7a3d96ab10c2058d2aff78cc9104d4ec23b Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 19:29:46 +0000
Subject: [PATCH 097/147] showing approved measures

---
 .../your-projects/live/MeasuresTable.tsx      | 19 ++++++++++++++++++-
 1 file changed, 18 insertions(+), 1 deletion(-)

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 9259fc4..b25dd5d 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
@@ -218,6 +218,9 @@ export default function MeasuresTable({
               <TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
                 Proposed Measures
               </TableHead>
+              <TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
+                Technical Approved
+              </TableHead>
               <TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
                 Status
               </TableHead>
@@ -311,6 +314,20 @@ export default function MeasuresTable({
                       </div>
                     </TableCell>
 
+                    {/* Technical Approved */}
+                    <TableCell className="py-3">
+                      <div className="flex flex-wrap gap-1.5">
+                        {parseMeasures(deal.technicalApprovedMeasuresForInstall).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>
+
                     {/* Status */}
                     <TableCell className="py-3">
                       <ApprovalStatus proposed={proposed} approved={approvedForDeal} />
@@ -322,7 +339,7 @@ export default function MeasuresTable({
                   {isExpanded && (
                     <TableRow className="bg-gray-50/50">
                       <TableCell
-                        colSpan={5}
+                        colSpan={6}
                         className="p-0"
                       >
                         <div className="border-t border-gray-100">

From 70374d56f0fd0b210443e8473ca4a2e8d85ce97c Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 19:38:09 +0000
Subject: [PATCH 098/147] moved position of lodgmenet status

---
 .../(portfolio)/your-projects/live/[dealId]/DealPage.tsx      | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

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
index ee0a52c..afb38ee 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -163,6 +163,9 @@ export default function DealPage({
               <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)} />
               <InfoRow
                 label="Pre-SAP"
                 value={
@@ -252,7 +255,6 @@ export default function DealPage({
                 </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>
 

From 19139b62533b365cd383cdcc11405f300e9010fe Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 20:37:30 +0000
Subject: [PATCH 099/147] Updated survey request UI for Devon County Council

---
 skills-lock.json                              |  89 ++++++
 .../survey-requests/route.test.ts             | 176 ++++++++++++
 .../[portfolioId]/survey-requests/route.ts    |  79 ++++--
 src/app/db/schema/survey_requests.ts          |   2 +-
 src/app/lib/dealPropertyUpdate.test.ts        |  20 +-
 src/app/lib/dealPropertyUpdate.ts             |   4 +-
 src/app/lib/hubspot/dealSync.test.ts          |  35 ++-
 src/app/lib/hubspot/dealSync.ts               |  10 +-
 .../live/PropertyDetailDrawer.tsx             | 267 +++---------------
 .../your-projects/live/[dealId]/DealPage.tsx  |  13 +-
 10 files changed, 424 insertions(+), 271 deletions(-)
 create mode 100644 skills-lock.json
 create mode 100644 src/app/api/portfolio/[portfolioId]/survey-requests/route.test.ts

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]/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
index 8190fa9..7b2c02b 100644
--- a/src/app/api/portfolio/[portfolioId]/survey-requests/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/survey-requests/route.ts
@@ -1,7 +1,7 @@
 import { db } from "@/app/db/db";
 import { NextRequest, NextResponse } from "next/server";
 import { surveyRequests } from "@/app/db/schema/survey_requests";
-import { portfolioUsers } from "@/app/db/schema/portfolio";
+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";
@@ -9,8 +9,6 @@ import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
 import { syncSurveyRequestToHubSpot } from "@/app/lib/hubspot/dealSync";
 
-const WRITE_ROLES = ["creator", "admin", "write"] as const;
-
 async function getRequestingUser(email: string) {
   const rows = await db
     .select({ id: user.id, email: user.email })
@@ -20,7 +18,7 @@ async function getRequestingUser(email: string) {
   return rows[0] ?? null;
 }
 
-async function getUserRole(portfolioId: bigint, userId: bigint) {
+async function hasPortfolioRole(portfolioId: bigint, userId: bigint) {
   const rows = await db
     .select({ role: portfolioUsers.role })
     .from(portfolioUsers)
@@ -31,11 +29,38 @@ async function getUserRole(portfolioId: bigint, userId: bigint) {
       ),
     )
     .limit(1);
-  return rows[0]?.role ?? null;
+  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
-// Returns all survey requests for a deal, most recent first.
 export async function GET(
   req: NextRequest,
   props: { params: Promise<{ portfolioId: string }> },
@@ -57,7 +82,7 @@ export async function GET(
       .select({
         id: surveyRequests.id,
         hubspotDealId: surveyRequests.hubspotDealId,
-        notes: surveyRequests.notes,
+        surveyType: surveyRequests.surveyType,
         status: surveyRequests.status,
         requestedAt: surveyRequests.requestedAt,
         fulfilledAt: surveyRequests.fulfilledAt,
@@ -77,7 +102,7 @@ export async function GET(
     const requests = rows.map((r) => ({
       id: String(r.id),
       hubspotDealId: r.hubspotDealId,
-      notes: r.notes,
+      surveyType: r.surveyType ?? null,
       status: r.status,
       requestedByEmail: r.requestedByEmail,
       requestedAt: r.requestedAt?.toISOString() ?? null,
@@ -93,11 +118,11 @@ export async function GET(
 
 const postSchema = z.object({
   hubspotDealId: z.string().min(1),
-  notes: z.string().min(1, "Notes are required"),
+  surveyType: z.string().min(1),
 });
 
 // POST /api/portfolio/[portfolioId]/survey-requests
-// Submit a new survey request — requires write+ role.
+// Submit a new survey request — requires approver capability.
 export async function POST(
   req: NextRequest,
   props: { params: Promise<{ portfolioId: string }> },
@@ -114,10 +139,17 @@ export async function POST(
     return NextResponse.json({ error: "User not found" }, { status: 401 });
   }
 
-  const role = await getUserRole(BigInt(portfolioId), requestingUser.id);
-  if (!role || !WRITE_ROLES.includes(role as (typeof WRITE_ROLES)[number])) {
+  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: "Write access required to submit a survey request" },
+      { error: "Approver capability required to submit a survey request" },
       { status: 403 },
     );
   }
@@ -134,24 +166,33 @@ export async function POST(
     return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 });
   }
 
-  const { hubspotDealId, notes } = parsed.data;
+  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: BigInt(portfolioId),
-        notes,
+        portfolioId: pid,
+        notes: "",
+        surveyType,
         status: "pending",
         requestedBy: requestingUser.id,
       })
-      .returning({ id: surveyRequests.id });
+      .returning({ id: surveyRequests.id, requestedAt: surveyRequests.requestedAt });
 
     const hubspotResult = await syncSurveyRequestToHubSpot({
       hubspotDealId,
-      notes,
-      requestedByEmail: requestingUser.email,
+      surveyType,
+      requestedAt: inserted.requestedAt,
     });
 
     return NextResponse.json({
diff --git a/src/app/db/schema/survey_requests.ts b/src/app/db/schema/survey_requests.ts
index 815d18f..55001d0 100644
--- a/src/app/db/schema/survey_requests.ts
+++ b/src/app/db/schema/survey_requests.ts
@@ -20,8 +20,8 @@ export const surveyRequests = pgTable(
     portfolioId: bigint("portfolio_id", { mode: "bigint" })
       .notNull()
       .references(() => portfolio.id),
-    // Free-text notes from the requester describing what survey is needed.
     notes: text("notes").notNull(),
+    surveyType: text("survey_type"),
     // 'pending' | 'fulfilled'
     status: text("status").notNull().default("pending"),
     requestedBy: bigint("requested_by", { mode: "bigint" })
diff --git a/src/app/lib/dealPropertyUpdate.test.ts b/src/app/lib/dealPropertyUpdate.test.ts
index 2f092b5..4c2b34c 100644
--- a/src/app/lib/dealPropertyUpdate.test.ts
+++ b/src/app/lib/dealPropertyUpdate.test.ts
@@ -75,10 +75,10 @@ describe("DEAL_PROPERTY_FIELDS registry", () => {
       "property_halted_reason",
     );
     expect(DEAL_PROPERTY_FIELDS.domna_survey_type.hubspotProperty).toBe(
-      "domna_survey_type",
+      "osmosis_survey_required",
     );
     expect(DEAL_PROPERTY_FIELDS.domna_survey_date.hubspotProperty).toBe(
-      "domna_survey_date",
+      "osmosis_survey_date",
     );
   });
 
@@ -369,8 +369,8 @@ describe("applyDealPropertyUpdate", () => {
     expect((dbValues.domnaSurveyDate as Date).toISOString()).toBe(surveyIso);
 
     const props = pushHubspot.mock.calls[0][0].properties;
-    expect(props.domna_survey_type).toBe(surveyType);
-    expect(props.domna_survey_date).toBe(
+    expect(props.osmosis_survey_required).toBe(surveyType);
+    expect(props.osmosis_survey_date).toBe(
       String(new Date(surveyIso).getTime()),
     );
   });
@@ -407,8 +407,8 @@ describe("applyDealPropertyUpdate", () => {
     expect(typeOnlyDb.domnaSurveyType).toBe("Standard");
     expect("domnaSurveyDate" in typeOnlyDb).toBe(false);
     const typeOnlyProps = pushHubspotType.mock.calls[0][0].properties;
-    expect(typeOnlyProps.domna_survey_type).toBe("Standard");
-    expect("domna_survey_date" in typeOnlyProps).toBe(false);
+    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);
@@ -427,10 +427,10 @@ describe("applyDealPropertyUpdate", () => {
     expect(dateOnlyDb.domnaSurveyDate).toBeInstanceOf(Date);
     expect("domnaSurveyType" in dateOnlyDb).toBe(false);
     const dateOnlyProps = pushHubspotDate.mock.calls[0][0].properties;
-    expect(dateOnlyProps.domna_survey_date).toBe(
+    expect(dateOnlyProps.osmosis_survey_date).toBe(
       String(new Date(surveyIso).getTime()),
     );
-    expect("domna_survey_type" in dateOnlyProps).toBe(false);
+    expect("osmosis_survey_required" in dateOnlyProps).toBe(false);
   });
 
   it("clears both domna fields to null when explicitly cleared", async () => {
@@ -453,8 +453,8 @@ describe("applyDealPropertyUpdate", () => {
     expect(dbValues.domnaSurveyType).toBeNull();
     expect(dbValues.domnaSurveyDate).toBeNull();
     const props = pushHubspot.mock.calls[0][0].properties;
-    expect(props.domna_survey_type).toBe("");
-    expect(props.domna_survey_date).toBe("");
+    expect(props.osmosis_survey_required).toBe("");
+    expect(props.osmosis_survey_date).toBe("");
   });
 
   it("surfaces HubSpot push failures back to the caller", async () => {
diff --git a/src/app/lib/dealPropertyUpdate.ts b/src/app/lib/dealPropertyUpdate.ts
index 5aaf122..2336006 100644
--- a/src/app/lib/dealPropertyUpdate.ts
+++ b/src/app/lib/dealPropertyUpdate.ts
@@ -149,14 +149,14 @@ export const DEAL_PROPERTY_FIELDS = {
   domna_survey_type: {
     schema: stringOrNullSchema,
     allowedRoles: APPROVER_ROLES,
-    hubspotProperty: "domna_survey_type",
+    hubspotProperty: "osmosis_survey_required",
     dbColumn: hubspotDealData.domnaSurveyType,
     toHubspot: stringToHubspot,
   } satisfies DealPropertyFieldDef<string | null>,
   domna_survey_date: {
     schema: isoDateSchema,
     allowedRoles: APPROVER_ROLES,
-    hubspotProperty: "domna_survey_date",
+    hubspotProperty: "osmosis_survey_date",
     dbColumn: hubspotDealData.domnaSurveyDate,
     toHubspot: dateToHubspot,
   } satisfies DealPropertyFieldDef<Date | null>,
diff --git a/src/app/lib/hubspot/dealSync.test.ts b/src/app/lib/hubspot/dealSync.test.ts
index 2ca92a0..4d5aa47 100644
--- a/src/app/lib/hubspot/dealSync.test.ts
+++ b/src/app/lib/hubspot/dealSync.test.ts
@@ -10,7 +10,7 @@ vi.mock("./client", () => ({
   }),
 }));
 
-import { syncMeasuresFieldToHubSpot } from "./dealSync";
+import { syncMeasuresFieldToHubSpot, syncSurveyRequestToHubSpot } from "./dealSync";
 
 describe("syncMeasuresFieldToHubSpot", () => {
   beforeEach(() => {
@@ -122,3 +122,36 @@ describe("syncMeasuresFieldToHubSpot", () => {
     });
   });
 });
+
+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: "2026-05-06T10:00:00.000Z",
+      },
+    });
+  });
+
+  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 8b08c89..26a0497 100644
--- a/src/app/lib/hubspot/dealSync.ts
+++ b/src/app/lib/hubspot/dealSync.ts
@@ -187,14 +187,16 @@ export async function syncMeasuresFieldToHubSpot(params: {
 
 export async function syncSurveyRequestToHubSpot(params: {
   hubspotDealId: string;
-  notes: string;
-  requestedByEmail: string;
+  surveyType: string;
+  requestedAt: Date;
 }): Promise<{ ok: boolean; error?: string }> {
   try {
     const client = getHubSpotClient();
-    const log = `Survey requested by: ${params.requestedByEmail}\nNotes: ${params.notes}`;
     await client.crm.deals.basicApi.update(params.hubspotDealId, {
-      properties: { survey_request_log: log },
+      properties: {
+        osmosis_survey_required: params.surveyType,
+        osmosis_survey_date: params.requestedAt.toISOString(),
+      },
     });
     return { ok: true };
   } catch (err) {
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 721ece3..a76adf8 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -359,12 +359,16 @@ export function RemovalRequestSection({
 }
 
 // -----------------------------------------------------------------------
-// Survey request section — write-role users can request a survey from Domna
+// Survey request section — approver-only type-select flow
 // -----------------------------------------------------------------------
+const SURVEY_TYPES = [
+  { value: "technical_building_survey", label: "Technical Building Survey" },
+] as const;
+
 type SurveyRequestRecord = {
   id: string;
   hubspotDealId: string;
-  notes: string;
+  surveyType: string | null;
   status: string;
   requestedByEmail: string;
   requestedAt: string | null;
@@ -374,19 +378,17 @@ type SurveyRequestRecord = {
 export function SurveyRequestSection({
   dealId,
   portfolioId,
-  userRole,
+  canEdit,
 }: {
   dealId: string;
   portfolioId: string;
-  userRole: string;
+  canEdit: boolean;
 }) {
   const queryClient = useQueryClient();
-  const [notes, setNotes] = useState("");
+  const [selectedType, setSelectedType] = useState<string>(SURVEY_TYPES[0].value);
   const [submitting, setSubmitting] = useState(false);
   const [error, setError] = useState<string | null>(null);
 
-  const canRequest = WRITE_ROLES.includes(userRole as (typeof WRITE_ROLES)[number]);
-
   const { data, isLoading } = useQuery<{ requests: SurveyRequestRecord[] }>({
     queryKey: ["surveyRequests", portfolioId, dealId],
     queryFn: async () => {
@@ -400,16 +402,17 @@ export function SurveyRequestSection({
   });
 
   const pending = data?.requests?.find((r) => r.status === "pending") ?? null;
+  const fulfilled = (data?.requests ?? []).filter((r) => r.status === "fulfilled");
 
   async function handleSubmit() {
-    if (!notes.trim() || submitting) return;
+    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, notes: notes.trim() }),
+        body: JSON.stringify({ hubspotDealId: dealId, surveyType: selectedType }),
       });
       if (!res.ok) {
         const json = await res.json().catch(() => ({}));
@@ -418,15 +421,19 @@ export function SurveyRequestSection({
       }
       const json = (await res.json()) as { ok: boolean; hubspotSync?: string; hubspotError?: string };
       if (json.hubspotSync === "failed") {
-        setError(json.hubspotError ?? "Saved locally — HubSpot sync failed");
+        setError(json.hubspotError ? `Saved locally — HubSpot sync failed: ${json.hubspotError}` : "Saved locally — HubSpot sync failed");
       }
-      setNotes("");
       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>;
   }
@@ -437,6 +444,11 @@ export function SurveyRequestSection({
         <p className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg">{error}</p>
       )}
 
+      {/* Empty state */}
+      {!pending && fulfilled.length === 0 && (
+        <p className="text-xs text-gray-400 py-1">No surveys requested</p>
+      )}
+
       {/* Pending badge */}
       {pending && (
         <div
@@ -446,7 +458,7 @@ export function SurveyRequestSection({
           <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 leading-relaxed">{pending.notes}</p>
+          <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>
@@ -455,27 +467,29 @@ export function SurveyRequestSection({
         </div>
       )}
 
-      {/* Request form — only shown when no pending request */}
-      {canRequest && !pending && (
+      {/* Request form — shown to approvers when no pending request */}
+      {canEdit && !pending && (
         <div className="space-y-2">
-          <p className="text-xs text-gray-500">
-            Request a survey from Domna. Notes will be sent to the coordination team.
-          </p>
-          <textarea
-            data-testid="survey-request-notes"
-            className="w-full rounded-lg border border-gray-200 px-3 py-2 text-xs text-gray-800 placeholder-gray-400 focus:outline-none focus:ring-2 focus:ring-blue-200 focus:border-blue-300 resize-none"
-            placeholder="Describe the survey needed…"
-            rows={3}
-            value={notes}
-            onChange={(e) => setNotes(e.target.value)}
-            disabled={submitting}
-          />
+          <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={!notes.trim() || submitting}
+              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"}
@@ -485,13 +499,13 @@ export function SurveyRequestSection({
       )}
 
       {/* Past fulfilled requests */}
-      {(data?.requests ?? []).filter((r) => r.status === "fulfilled").length > 0 && (
+      {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>
-          {data!.requests.filter((r) => r.status === "fulfilled").map((r) => (
+          {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">{r.notes}</p>
+              <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)}`}
@@ -1101,185 +1115,6 @@ export function HaltedEditor({
   );
 }
 
-// -----------------------------------------------------------------------
-// Domna section — editable for approvers (issue #256)
-// -----------------------------------------------------------------------
-interface DomnaEditorProps {
-  dealId: string;
-  portfolioId: string;
-  initialSurveyType: string | null;
-  initialSurveyDate: Date | string | null;
-  /** True when the user has the approver capability on this portfolio. */
-  canEdit: boolean;
-}
-
-export function DomnaEditor({
-  dealId,
-  portfolioId,
-  initialSurveyType,
-  initialSurveyDate,
-  canEdit,
-}: DomnaEditorProps) {
-  const initialType = initialSurveyType ?? "";
-  const initialDate = useMemo(
-    () => toDateInputValue(initialSurveyDate),
-    [initialSurveyDate],
-  );
-
-  const [typeValue, setTypeValue] = useState(initialType);
-  const [dateValue, setDateValue] = useState(initialDate);
-  const [savedType, setSavedType] = useState(initialType);
-  const [savedDate, setSavedDate] = useState(initialDate);
-  const [submitting, setSubmitting] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  // Reset state when the drawer switches deals.
-  useEffect(() => {
-    setTypeValue(initialType);
-    setSavedType(initialType);
-  }, [initialType]);
-  useEffect(() => {
-    setDateValue(initialDate);
-    setSavedDate(initialDate);
-  }, [initialDate]);
-
-  const dirty = typeValue !== savedType || dateValue !== savedDate;
-
-  async function handleSave() {
-    if (!dirty) return;
-    setSubmitting(true);
-    setError(null);
-    const fields: Record<string, string | null> = {};
-    if (typeValue !== savedType) {
-      fields.domna_survey_type = typeValue.trim() === "" ? null : typeValue;
-    }
-    if (dateValue !== savedDate) {
-      fields.domna_survey_date = dateInputToIso(dateValue);
-    }
-    // Optimistic update.
-    const prevType = savedType;
-    const prevDate = savedDate;
-    setSavedType(typeValue);
-    setSavedDate(dateValue);
-
-    try {
-      const res = await fetch(
-        `/api/portfolio/${portfolioId}/deal-properties`,
-        {
-          method: "PATCH",
-          headers: { "Content-Type": "application/json" },
-          body: JSON.stringify({ dealId, fields }),
-        },
-      );
-      if (!res.ok) {
-        setSavedType(prevType);
-        setSavedDate(prevDate);
-        setTypeValue(prevType);
-        setDateValue(prevDate);
-        const json = await res.json().catch(() => ({}));
-        setError(
-          typeof json.error === "string"
-            ? json.error
-            : "Failed to update Domna survey",
-        );
-        return;
-      }
-      const json = (await res.json()) as {
-        results: Record<string, { ok: boolean; error?: string }>;
-        hubspotSync: "ok" | "failed" | "skipped";
-        hubspotError?: string;
-      };
-      const fieldErrors = Object.entries(json.results ?? {})
-        .filter(([, r]) => !r.ok)
-        .map(([k, r]) => `${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) {
-      setSavedType(prevType);
-      setSavedDate(prevDate);
-      setTypeValue(prevType);
-      setDateValue(prevDate);
-      setError(err instanceof Error ? err.message : "Failed to update Domna survey");
-    } finally {
-      setSubmitting(false);
-    }
-  }
-
-  if (!canEdit) {
-    return (
-      <div className="divide-y divide-gray-50">
-        <InfoRow label="Domna Survey Type" value={initialSurveyType} />
-        <InfoRow
-          label="Domna Survey Date"
-          value={formatDate(initialSurveyDate)}
-        />
-      </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">
-            Domna Survey Type
-          </span>
-          <input
-            type="text"
-            data-testid="domna-survey-type-input"
-            value={typeValue}
-            onChange={(e) => setTypeValue(e.target.value)}
-            disabled={submitting}
-            placeholder="e.g. Standard, Detailed"
-            className="rounded-lg border border-gray-200 px-3 py-1.5 text-xs text-gray-800 placeholder-gray-400 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">
-            Domna Survey Date
-          </span>
-          <input
-            type="date"
-            data-testid="domna-survey-date-input"
-            value={dateValue}
-            onChange={(e) => setDateValue(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">
-          Free text — leave blank to clear. Changes sync to HubSpot.
-        </p>
-        <button
-          type="button"
-          data-testid="domna-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 Domna Survey"}
-        </button>
-      </div>
-      {error && (
-        <p
-          data-testid="domna-error"
-          className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg"
-        >
-          {error}
-        </p>
-      )}
-    </div>
-  );
-}
 
 // -----------------------------------------------------------------------
 // PIBI measure selector — approver-only multi-select listing all measures
@@ -2321,18 +2156,6 @@ export default function PropertyDetailDrawer({
                 data-testid="drawer-tab-panel-survey-admin"
                 className={`px-6 py-5 space-y-6 ${activeTab === "survey-admin" ? "block" : "hidden"}`}
               >
-                {/* Domna survey */}
-                <div>
-                  <SectionHeader id="domna" label={SECTION_TITLES.domna} />
-                  <DomnaEditor
-                    dealId={deal.dealId}
-                    portfolioId={portfolioId}
-                    initialSurveyType={deal.domnaSurveyType ?? null}
-                    initialSurveyDate={deal.domnaSurveyDate}
-                    canEdit={userCapability.includes("approver")}
-                  />
-                </div>
-
                 {/* Halted */}
                 <div>
                   <SectionHeader id="halted" label={SECTION_TITLES.halted} />
@@ -2353,7 +2176,7 @@ export default function PropertyDetailDrawer({
                   <SurveyRequestSection
                     dealId={deal.dealId}
                     portfolioId={portfolioId}
-                    userRole={userRole}
+                    canEdit={userCapability.includes("approver")}
                   />
                 </div>
 
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
index afb38ee..aa08a98 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -30,7 +30,6 @@ import {
   ApprovalLogSection,
   PibiDatesEditor,
   PibiMeasureSelector,
-  DomnaEditor,
   HaltedEditor,
   SurveyRequestSection,
   RemovalRequestSection,
@@ -353,16 +352,6 @@ export default function DealPage({
             <div
               className={`p-5 space-y-6 ${activeTab === "survey-admin" ? "block" : "hidden"}`}
             >
-              <div>
-                <SectionHeader id="domna" label={SECTION_TITLES.domna} />
-                <DomnaEditor
-                  dealId={deal.dealId}
-                  portfolioId={portfolioId}
-                  initialSurveyType={deal.domnaSurveyType ?? null}
-                  initialSurveyDate={deal.domnaSurveyDate}
-                  canEdit={isApprover}
-                />
-              </div>
               <div>
                 <SectionHeader id="halted" label={SECTION_TITLES.halted} />
                 <HaltedEditor
@@ -380,7 +369,7 @@ export default function DealPage({
                 <SurveyRequestSection
                   dealId={deal.dealId}
                   portfolioId={portfolioId}
-                  userRole={userRole}
+                  canEdit={isApprover}
                 />
               </div>
               <div className="border-t border-gray-100 pt-4">

From b919fb16468e1d4d01a10fc79c84b63a00ab569a Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 20:57:06 +0000
Subject: [PATCH 100/147] modifying halted + moved pibi + additional survey

---
 .../live/PropertyDetailDrawer.tsx             | 280 +-----------------
 .../your-projects/live/[dealId]/DealPage.tsx  | 104 +++----
 2 files changed, 55 insertions(+), 329 deletions(-)

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 a76adf8..4aa2b46 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -39,27 +39,24 @@ export type DrawerSection =
   | "measures"
   | "pibi"
   | "domna"
-  | "halted"
   | "technical";
 
-// The four tabs inside the drawer.
-type DrawerTab = "overview" | "works" | "pibi" | "survey-admin";
+// The tabs inside the drawer.
+type DrawerTab = "overview" | "works" | "pibi-surveys";
 
 // Maps each focusable section to the tab that contains it.
 const SECTION_TO_TAB: Record<DrawerSection, DrawerTab> = {
   survey: "overview",
   measures: "works",
   technical: "works",
-  pibi: "pibi",
-  domna: "survey-admin",
-  halted: "survey-admin",
+  pibi: "pibi-surveys",
+  domna: "pibi-surveys",
 };
 
 const TAB_LABELS: Record<DrawerTab, string> = {
   overview: "Overview",
   works: "Works",
-  pibi: "PIBI",
-  "survey-admin": "Survey & Admin",
+  "pibi-surveys": "PIBIs & Surveys",
 };
 
 // -----------------------------------------------------------------------
@@ -877,243 +874,6 @@ export function PibiDatesEditor({
   );
 }
 
-// -----------------------------------------------------------------------
-// Halted section — editable for approvers (issue #255)
-// -----------------------------------------------------------------------
-interface HaltedEditorProps {
-  dealId: string;
-  portfolioId: string;
-  initialHaltedDate: Date | string | null;
-  initialHaltedReason: string | null;
-  /** True when the user has the approver capability on this portfolio. */
-  canEdit: boolean;
-}
-
-export function HaltedEditor({
-  dealId,
-  portfolioId,
-  initialHaltedDate,
-  initialHaltedReason,
-  canEdit,
-}: HaltedEditorProps) {
-  const initialDate = useMemo(
-    () => toDateInputValue(initialHaltedDate),
-    [initialHaltedDate],
-  );
-  const initialReason = initialHaltedReason ?? "";
-
-  const [dateValue, setDateValue] = useState(initialDate);
-  const [reasonValue, setReasonValue] = useState(initialReason);
-  const [savedDate, setSavedDate] = useState(initialDate);
-  const [savedReason, setSavedReason] = useState(initialReason);
-  const [submitting, setSubmitting] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  // Reset state when the drawer switches deals.
-  useEffect(() => {
-    setDateValue(initialDate);
-    setSavedDate(initialDate);
-  }, [initialDate]);
-  useEffect(() => {
-    setReasonValue(initialReason);
-    setSavedReason(initialReason);
-  }, [initialReason]);
-
-  const dirty = dateValue !== savedDate || reasonValue !== savedReason;
-  const isHalted = !!savedDate;
-
-  /**
-   * Send the supplied delta to the deal-properties endpoint. Used both by
-   * Save (sends only changed fields) and Resume (sends only the date null).
-   */
-  async function patchFields(fields: Record<string, string | null>) {
-    setSubmitting(true);
-    setError(null);
-    try {
-      const res = await fetch(
-        `/api/portfolio/${portfolioId}/deal-properties`,
-        {
-          method: "PATCH",
-          headers: { "Content-Type": "application/json" },
-          body: JSON.stringify({ dealId, fields }),
-        },
-      );
-      if (!res.ok) {
-        const json = await res.json().catch(() => ({}));
-        return {
-          ok: false as const,
-          error:
-            typeof json.error === "string"
-              ? json.error
-              : "Failed to update halted state",
-        };
-      }
-      const json = (await res.json()) as {
-        results: Record<string, { ok: boolean; error?: string }>;
-        hubspotSync: "ok" | "failed" | "skipped";
-        hubspotError?: string;
-      };
-      const fieldErrors = Object.entries(json.results ?? {})
-        .filter(([, r]) => !r.ok)
-        .map(([k, r]) => `${k}: ${r.error ?? "rejected"}`);
-      if (fieldErrors.length > 0) {
-        return { ok: false as const, error: fieldErrors.join("; ") };
-      }
-      if (json.hubspotSync === "failed") {
-        return {
-          ok: true as const,
-          warning: json.hubspotError
-            ? `Saved locally — HubSpot sync failed: ${json.hubspotError}`
-            : "Saved locally — HubSpot sync failed",
-        };
-      }
-      return { ok: true as const };
-    } catch (err) {
-      return {
-        ok: false as const,
-        error:
-          err instanceof Error ? err.message : "Failed to update halted state",
-      };
-    } finally {
-      setSubmitting(false);
-    }
-  }
-
-  async function handleSave() {
-    if (!dirty) return;
-    const fields: Record<string, string | null> = {};
-    if (dateValue !== savedDate) {
-      fields.property_halted_date = dateInputToIso(dateValue);
-    }
-    if (reasonValue !== savedReason) {
-      fields.property_halted_reason = reasonValue.trim() === "" ? null : reasonValue;
-    }
-    // Optimistic update.
-    const prevDate = savedDate;
-    const prevReason = savedReason;
-    setSavedDate(dateValue);
-    setSavedReason(reasonValue);
-
-    const result = await patchFields(fields);
-    if (!result.ok) {
-      setSavedDate(prevDate);
-      setSavedReason(prevReason);
-      setDateValue(prevDate);
-      setReasonValue(prevReason);
-      setError(result.error);
-      return;
-    }
-    if (result.warning) setError(result.warning);
-  }
-
-  async function handleResume() {
-    // Resume clears only the date — reason is preserved as the last-set
-    // value per acceptance criteria.
-    const prevDate = savedDate;
-    setSavedDate("");
-    setDateValue("");
-
-    const result = await patchFields({ property_halted_date: null });
-    if (!result.ok) {
-      setSavedDate(prevDate);
-      setDateValue(prevDate);
-      setError(result.error);
-      return;
-    }
-    if (result.warning) setError(result.warning);
-  }
-
-  if (!canEdit) {
-    return (
-      <div className="divide-y divide-gray-50">
-        <InfoRow
-          label="Property Halted Date"
-          value={formatDate(initialHaltedDate)}
-        />
-        <InfoRow label="Property Halted Reason" value={initialHaltedReason} />
-      </div>
-    );
-  }
-
-  return (
-    <div className="space-y-3">
-      {isHalted && (
-        <div
-          data-testid="halted-status-badge"
-          className="inline-flex items-center gap-1.5 px-2.5 py-1 rounded-full text-xs font-semibold border bg-amber-50 text-amber-700 border-amber-200"
-        >
-          <AlertTriangle className="h-3.5 w-3.5" />
-          Halted
-        </div>
-      )}
-      <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">
-            Property Halted Date
-          </span>
-          <input
-            type="date"
-            data-testid="halted-date-input"
-            value={dateValue}
-            onChange={(e) => setDateValue(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-amber-200 focus:border-amber-300"
-          />
-        </label>
-      </div>
-      <label className="flex flex-col gap-1">
-        <span className="text-xs text-gray-500 font-medium">
-          Reason
-        </span>
-        <textarea
-          data-testid="halted-reason-input"
-          value={reasonValue}
-          onChange={(e) => setReasonValue(e.target.value)}
-          disabled={submitting}
-          rows={3}
-          className="rounded-lg border border-gray-200 px-3 py-2 text-xs text-gray-800 placeholder-gray-400 focus:outline-none focus:ring-2 focus:ring-amber-200 focus:border-amber-300 resize-none"
-          placeholder="Free-text reason for halting this property"
-        />
-      </label>
-      <div className="flex flex-wrap items-center justify-between gap-3">
-        <p className="text-[11px] text-gray-400">
-          Setting a date marks the property as halted. Resume clears the date
-          but keeps the reason.
-        </p>
-        <div className="flex items-center gap-2">
-          {isHalted && (
-            <button
-              type="button"
-              data-testid="halted-resume-button"
-              onClick={handleResume}
-              disabled={submitting}
-              className="text-xs font-medium px-3 py-1.5 rounded-lg border border-emerald-200 text-emerald-700 bg-white hover:bg-emerald-50 disabled:opacity-50 transition-colors"
-            >
-              {submitting ? "Working…" : "Resume"}
-            </button>
-          )}
-          <button
-            type="button"
-            data-testid="halted-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 Halted State"}
-          </button>
-        </div>
-      </div>
-      {error && (
-        <p
-          data-testid="halted-error"
-          className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg"
-        >
-          {error}
-        </p>
-      )}
-    </div>
-  );
-}
 
 
 // -----------------------------------------------------------------------
@@ -1845,7 +1605,6 @@ export const SECTION_TITLES: Record<DrawerSection, string> = {
   measures: "Measures",
   pibi: "PIBI",
   domna: "Domna Survey",
-  halted: "Halted",
   technical: "Technical Approved",
 };
 
@@ -1888,7 +1647,7 @@ export default function PropertyDetailDrawer({
     deal?.technicalApprovedMeasuresForInstall ?? null,
   );
 
-  const TABS: DrawerTab[] = ["overview", "works", "pibi", "survey-admin"];
+  const TABS: DrawerTab[] = ["overview", "works", "pibi-surveys"];
 
   return (
     <Drawer open={open} onOpenChange={(v) => !v && onClose()} direction="right">
@@ -2104,11 +1863,12 @@ export default function PropertyDetailDrawer({
                 </div>
               </div>
 
-              {/* ── PIBI ── */}
+              {/* ── PIBIs & Surveys ── */}
               <div
-                data-testid="drawer-tab-panel-pibi"
-                className={`px-6 py-5 space-y-6 ${activeTab === "pibi" ? "block" : "hidden"}`}
+                data-testid="drawer-tab-panel-pibi-surveys"
+                className={`px-6 py-5 space-y-6 ${activeTab === "pibi-surveys" ? "block" : "hidden"}`}
               >
+                {/* PIBI */}
                 <div>
                   <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
                   <div className="space-y-3">
@@ -2149,27 +1909,9 @@ export default function PropertyDetailDrawer({
                     )}
                   </div>
                 </div>
-              </div>
-
-              {/* ── Survey & Admin ── */}
-              <div
-                data-testid="drawer-tab-panel-survey-admin"
-                className={`px-6 py-5 space-y-6 ${activeTab === "survey-admin" ? "block" : "hidden"}`}
-              >
-                {/* Halted */}
-                <div>
-                  <SectionHeader id="halted" label={SECTION_TITLES.halted} />
-                  <HaltedEditor
-                    dealId={deal.dealId}
-                    portfolioId={portfolioId}
-                    initialHaltedDate={deal.propertyHaltedDate}
-                    initialHaltedReason={deal.propertyHaltedReason ?? null}
-                    canEdit={userCapability.includes("approver")}
-                  />
-                </div>
 
                 {/* Survey request */}
-                <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>
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
index aa08a98..7e0fc39 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -30,7 +30,6 @@ import {
   ApprovalLogSection,
   PibiDatesEditor,
   PibiMeasureSelector,
-  HaltedEditor,
   SurveyRequestSection,
   RemovalRequestSection,
   SectionHeader,
@@ -38,13 +37,12 @@ import {
   WRITE_ROLES,
 } from "../PropertyDetailDrawer";
 
-type Tab = "works" | "pibi" | "survey-admin" | "documents";
-const VALID_TABS: Tab[] = ["works", "pibi", "survey-admin", "documents"];
+type Tab = "works" | "pibi-surveys" | "documents";
+const VALID_TABS: Tab[] = ["works", "pibi-surveys", "documents"];
 
 const TAB_LABELS: Record<Tab, string> = {
   works: "Works",
-  pibi: "PIBI",
-  "survey-admin": "Survey & Admin",
+  "pibi-surveys": "PIBIs & Surveys",
   documents: "Documents",
 };
 
@@ -304,65 +302,51 @@ export default function DealPage({
               </div>
             </div>
 
-            {/* ── PIBI ── */}
+            {/* ── PIBIs & Surveys ── */}
             <div
-              className={`p-5 space-y-6 ${activeTab === "pibi" ? "block" : "hidden"}`}
+              className={`p-5 space-y-6 ${activeTab === "pibi-surveys" ? "block" : "hidden"}`}
             >
-              <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
-              <div className="space-y-3">
-                <PibiDatesEditor
-                  dealId={deal.dealId}
-                  portfolioId={portfolioId}
-                  initialOrderDate={deal.pibiOrderDate}
-                  initialCompletedDate={deal.pibiCompletedDate}
-                  canEdit={canWrite}
-                />
-                {isApprover ? (
-                  <PibiMeasureSelector
+              <div>
+                <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
+                <div className="space-y-3">
+                  <PibiDatesEditor
                     dealId={deal.dealId}
                     portfolioId={portfolioId}
-                    proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
-                    canEdit
+                    initialOrderDate={deal.pibiOrderDate}
+                    initialCompletedDate={deal.pibiCompletedDate}
+                    canEdit={canWrite}
                   />
-                ) : (
-                  pibiMeasures.length > 0 && (
-                    <div className="divide-y divide-gray-50">
-                      <InfoRow
-                        label="Measures for PIBI"
-                        value={
-                          <span className="flex flex-wrap gap-1.5">
-                            {pibiMeasures.map((m) => (
-                              <span
-                                key={m}
-                                className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
-                              >
-                                {m}
-                              </span>
-                            ))}
-                          </span>
-                        }
-                      />
-                    </div>
-                  )
-                )}
+                  {isApprover ? (
+                    <PibiMeasureSelector
+                      dealId={deal.dealId}
+                      portfolioId={portfolioId}
+                      proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+                      canEdit
+                    />
+                  ) : (
+                    pibiMeasures.length > 0 && (
+                      <div className="divide-y divide-gray-50">
+                        <InfoRow
+                          label="Measures for PIBI"
+                          value={
+                            <span className="flex flex-wrap gap-1.5">
+                              {pibiMeasures.map((m) => (
+                                <span
+                                  key={m}
+                                  className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
+                                >
+                                  {m}
+                                </span>
+                              ))}
+                            </span>
+                          }
+                        />
+                      </div>
+                    )
+                  )}
+                </div>
               </div>
-            </div>
-
-            {/* ── Survey & Admin ── */}
-            <div
-              className={`p-5 space-y-6 ${activeTab === "survey-admin" ? "block" : "hidden"}`}
-            >
-              <div>
-                <SectionHeader id="halted" label={SECTION_TITLES.halted} />
-                <HaltedEditor
-                  dealId={deal.dealId}
-                  portfolioId={portfolioId}
-                  initialHaltedDate={deal.propertyHaltedDate}
-                  initialHaltedReason={deal.propertyHaltedReason ?? null}
-                  canEdit={isApprover}
-                />
-              </div>
-              <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>
@@ -503,7 +487,7 @@ export default function DealPage({
 
             {/* Request Survey */}
             <button
-              onClick={() => switchTab("survey-admin")}
+              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>
@@ -512,7 +496,7 @@ export default function DealPage({
 
             {/* Request Removal */}
             <button
-              onClick={() => switchTab("survey-admin")}
+              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>

From a046ed4a5ce2c57e9676de82e97d72c97b1598dd Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Wed, 6 May 2026 23:04:45 +0000
Subject: [PATCH 101/147] working on pibi ui

---
 cypress/e2e/live-tracking/pibi-dates.cy.js    | 100 ---
 cypress/e2e/live-tracking/pibi-measures.cy.js | 162 -----
 cypress/e2e/live-tracking/pibi-section.cy.js  | 228 +++++++
 .../pibi-requests/[id]/route.test.ts          | 139 ++++
 .../[portfolioId]/pibi-requests/[id]/route.ts | 161 +++++
 .../[portfolioId]/pibi-requests/route.test.ts | 157 +++++
 .../[portfolioId]/pibi-requests/route.ts      | 189 ++++++
 src/app/db/schema/pibi_requests.ts            |  37 +
 src/app/lib/createPibiRequests.test.ts        | 151 +++++
 src/app/lib/createPibiRequests.ts             | 160 +++++
 src/app/lib/deletePibiRequest.test.ts         |  86 +++
 src/app/lib/deletePibiRequest.ts              |  93 +++
 src/app/lib/pibiSectionHelpers.test.ts        | 107 +++
 src/app/lib/pibiSectionHelpers.ts             |  53 ++
 src/app/lib/updatePibiRequest.test.ts         | 107 +++
 src/app/lib/updatePibiRequest.ts              | 111 +++
 .../your-projects/live/PibiSection.tsx        | 634 ++++++++++++++++++
 .../live/PropertyDetailDrawer.tsx             |  45 +-
 18 files changed, 2420 insertions(+), 300 deletions(-)
 delete mode 100644 cypress/e2e/live-tracking/pibi-dates.cy.js
 delete mode 100644 cypress/e2e/live-tracking/pibi-measures.cy.js
 create mode 100644 cypress/e2e/live-tracking/pibi-section.cy.js
 create mode 100644 src/app/api/portfolio/[portfolioId]/pibi-requests/[id]/route.test.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/pibi-requests/[id]/route.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/pibi-requests/route.test.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/pibi-requests/route.ts
 create mode 100644 src/app/db/schema/pibi_requests.ts
 create mode 100644 src/app/lib/createPibiRequests.test.ts
 create mode 100644 src/app/lib/createPibiRequests.ts
 create mode 100644 src/app/lib/deletePibiRequest.test.ts
 create mode 100644 src/app/lib/deletePibiRequest.ts
 create mode 100644 src/app/lib/pibiSectionHelpers.test.ts
 create mode 100644 src/app/lib/pibiSectionHelpers.ts
 create mode 100644 src/app/lib/updatePibiRequest.test.ts
 create mode 100644 src/app/lib/updatePibiRequest.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx

diff --git a/cypress/e2e/live-tracking/pibi-dates.cy.js b/cypress/e2e/live-tracking/pibi-dates.cy.js
deleted file mode 100644
index d5cc717..0000000
--- a/cypress/e2e/live-tracking/pibi-dates.cy.js
+++ /dev/null
@@ -1,100 +0,0 @@
-/**
- * Live Tracking — PIBI dates editor (issue #252)
- *
- * Verifies the write-role flow on the PIBI section of the property detail
- * drawer: a `write` user can pick PIBI order and completion dates, hit
- * Save, and the chosen dates are still reflected after the page is
- * reloaded (i.e. the values were persisted server-side).
- *
- * The spec assumes an authenticated `write` session can be reused (or the
- * test harness logs in via the same flow as the rest of the suite). The
- * target portfolio slug + a deal id with PIBI fields editable for the
- * write 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_PIBI_DEAL_NAME");
-
-const ORDER_DATE = "2025-03-12";
-const COMPLETED_DATE = "2025-04-02";
-
-describe("PIBI dates editor — 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 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 the PIBI tab (drawer opens on Works tab from Measures row click).
-    cy.get("[data-testid=drawer-tab-pibi]").click();
-    cy.get("[data-testid=drawer-section-pibi]").should("exist");
-  }
-
-  it("lets a write user set PIBI order + completion dates and persists them across reload", () => {
-    openDrawerForTargetDeal();
-
-    // Both date inputs render for write+ users.
-    cy.get("[data-testid=pibi-order-date-input]").should("be.visible");
-    cy.get("[data-testid=pibi-completed-date-input]").should("be.visible");
-
-    cy.get("[data-testid=pibi-order-date-input]")
-      .clear()
-      .type(ORDER_DATE);
-    cy.get("[data-testid=pibi-completed-date-input]")
-      .clear()
-      .type(COMPLETED_DATE);
-
-    // Save button should be enabled once values change.
-    cy.get("[data-testid=pibi-save-button]")
-      .should("not.be.disabled")
-      .click();
-
-    // Saving completes — the button label flips back from "Saving…" to
-    // "Save PIBI Dates" and no error banner is shown.
-    cy.get("[data-testid=pibi-save-button]").should(
-      "contain.text",
-      "Save PIBI Dates",
-    );
-    cy.get("[data-testid=pibi-error]").should("not.exist");
-
-    // Optimistic update — the inputs already reflect the new values.
-    cy.get("[data-testid=pibi-order-date-input]").should(
-      "have.value",
-      ORDER_DATE,
-    );
-    cy.get("[data-testid=pibi-completed-date-input]").should(
-      "have.value",
-      COMPLETED_DATE,
-    );
-
-    // Reload the page and reopen the drawer — the persisted values must
-    // still be there.
-    cy.reload();
-    openDrawerForTargetDeal();
-
-    cy.get("[data-testid=pibi-order-date-input]").should(
-      "have.value",
-      ORDER_DATE,
-    );
-    cy.get("[data-testid=pibi-completed-date-input]").should(
-      "have.value",
-      COMPLETED_DATE,
-    );
-  });
-});
diff --git a/cypress/e2e/live-tracking/pibi-measures.cy.js b/cypress/e2e/live-tracking/pibi-measures.cy.js
deleted file mode 100644
index 95ef81e..0000000
--- a/cypress/e2e/live-tracking/pibi-measures.cy.js
+++ /dev/null
@@ -1,162 +0,0 @@
-/**
- * Live Tracking — PIBI measure selection flow (issue #254)
- *
- * Verifies the approver flow for selecting which measures on a deal go for
- * PIBI:
- *   1. the approver opens the property drawer at the PIBI section,
- *   2. ticks and unticks measures in the multi-select,
- *   3. saves the selection — the drawer reflects the ticked state,
- *   4. the POST hits the pibi-measures route which pushes
- *      `measures_for_pibi_ordered` back to HubSpot.
- *
- * Mirrors `instruct-measure.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_PIBI_DEAL_NAME");
-
-describe("PIBI measure selection — approver flow", function () {
-  before(function () {
-    if (!PORTFOLIO_SLUG) {
-      cy.log(
-        "LIVE_PORTFOLIO_SLUG env var not set — skipping live tracking specs",
-      );
-      this.skip();
-    }
-  });
-
-  function openDrawerAtPibiSection() {
-    cy.visit(`/portfolio/${PORTFOLIO_SLUG}/your-projects/live`);
-
-    // Open a property row 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");
-
-    // Navigate to the PIBI tab (drawer opens on Works tab from Measures row click).
-    cy.get("[data-testid=drawer-tab-pibi]").click();
-    cy.get("[data-testid=drawer-section-pibi]").should("exist");
-  }
-
-  it("fetches the PIBI state and shows the multi-select for approvers", () => {
-    // Stub the GET so we control the initial state.
-    cy.intercept(
-      "GET",
-      `/api/portfolio/*/pibi-measures*`,
-      {
-        body: {
-          pibiMeasures: ["ASHP"],
-          approvedMeasures: ["ASHP", "Solar PV"],
-          instructedMeasures: [],
-        },
-      },
-    ).as("getPibiMeasures");
-
-    openDrawerAtPibiSection();
-
-    cy.wait("@getPibiMeasures");
-
-    // The multi-select should be visible for approvers.
-    cy.get("[data-testid=pibi-measure-selector]").should("be.visible");
-
-    // ASHP should be checked (was in pibiMeasures).
-    cy.get("[data-testid=pibi-measure-checkbox-ASHP]").should(
-      "be.checked",
-    );
-  });
-
-  it("lets an approver tick/untick selections and POST to the route", () => {
-    // Stub GET to return a clean state.
-    cy.intercept(
-      "GET",
-      `/api/portfolio/*/pibi-measures*`,
-      {
-        body: {
-          pibiMeasures: [],
-          approvedMeasures: ["ASHP", "Solar PV"],
-          instructedMeasures: [],
-        },
-      },
-    ).as("getPibiMeasures");
-
-    // Intercept the POST so we can assert the body.
-    cy.intercept(
-      "POST",
-      `/api/portfolio/*/pibi-measures`,
-    ).as("savePibiMeasures");
-
-    openDrawerAtPibiSection();
-
-    cy.wait("@getPibiMeasures");
-
-    cy.get("[data-testid=pibi-measure-selector]").should("be.visible");
-
-    // Both approved measures (ASHP, Solar PV) should be pre-ticked since
-    // pibiMeasures was empty and approvedMeasures had values.
-    cy.get("[data-testid=pibi-measure-checkbox-ASHP]").should("be.checked");
-    cy.get("[data-testid=pibi-measure-checkbox-Solar PV]").should("be.checked");
-
-    // Untick ASHP.
-    cy.get("[data-testid=pibi-measure-option-ASHP]").click();
-    cy.get("[data-testid=pibi-measure-checkbox-ASHP]").should("not.be.checked");
-
-    // Save the selection.
-    cy.get("[data-testid=pibi-selector-save]").click();
-
-    cy.wait("@savePibiMeasures").then((intercepted) => {
-      // Body should reflect the new selection (Solar PV only).
-      expect(intercepted.request.body).to.have.property("dealId");
-      expect(intercepted.request.body.measureNames).to.include("Solar PV");
-      expect(intercepted.request.body.measureNames).not.to.include("ASHP");
-
-      // Route returns ok=true.
-      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",
-      );
-    });
-
-    // No error banner visible.
-    cy.get("[data-testid=pibi-selector-error]").should("not.exist");
-  });
-
-  it("pushes measures_for_pibi_ordered to HubSpot on a successful save", () => {
-    cy.intercept(
-      "GET",
-      `/api/portfolio/*/pibi-measures*`,
-      {
-        body: {
-          pibiMeasures: ["CWI"],
-          approvedMeasures: ["CWI"],
-          instructedMeasures: [],
-        },
-      },
-    ).as("getPibiMeasures");
-
-    // Stub the POST to confirm the property pushed.
-    cy.intercept("POST", `/api/portfolio/*/pibi-measures`, {
-      body: { ok: true, hubspotSync: "ok" },
-    }).as("savePibiMeasures");
-
-    openDrawerAtPibiSection();
-
-    cy.wait("@getPibiMeasures");
-
-    cy.get("[data-testid=pibi-selector-save]").click();
-
-    cy.wait("@savePibiMeasures").then((intercepted) => {
-      // Confirm the POST body contains the right measures.
-      expect(intercepted.request.body).to.have.property("measureNames");
-      // Response signals a successful HubSpot push.
-      expect(intercepted.response.body.hubspotSync).to.equal("ok");
-    });
-  });
-});
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..4557e04
--- /dev/null
+++ b/cypress/e2e/live-tracking/pibi-section.cy.js
@@ -0,0 +1,228 @@
+/**
+ * Live Tracking — PibiSection (replaces pibi-dates.cy.js + pibi-measures.cy.js)
+ *
+ * Tests the approver flow for the new per-measure PIBI request log:
+ *   1. Empty state renders with a "Log first PIBI" prompt
+ *   2. Approver can open the log form, pick measures + date, and submit
+ *   3. Submitted batch appears as a group with orderedAt header
+ *   4. Approver can mark a row complete / undo it
+ *   5. Approver can delete a row
+ *
+ * Requires LIVE_PORTFOLIO_SLUG env var; skipped otherwise.
+ * All network calls are intercepted so no real DB / HubSpot round-trips occur.
+ */
+
+const PORTFOLIO_SLUG = Cypress.env("LIVE_PORTFOLIO_SLUG");
+const TARGET_DEAL_NAME = Cypress.env("LIVE_PIBI_DEAL_NAME");
+
+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: { approvedMeasures, instructedMeasures } },
+  ).as("getPibiMeasures");
+}
+
+function stubPost(response = { ok: true, insertedCount: 2, 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-${id}`);
+}
+
+function openDrawerAtPibiSection() {
+  cy.visit(`/portfolio/${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-pibi-surveys]").click();
+  cy.get("[data-testid=drawer-tab-panel-pibi-surveys]").should("be.visible");
+}
+
+describe("PibiSection", function () {
+  before(function () {
+    if (!PORTFOLIO_SLUG) {
+      cy.log("LIVE_PORTFOLIO_SLUG not set — skipping PibiSection specs");
+      this.skip();
+    }
+  });
+
+  beforeEach(() => {
+    stubMeasures();
+  });
+
+  // ── Empty state ──────────────────────────────────────────────────────────────
+
+  it("shows empty state with Log first PIBI prompt when no requests exist", () => {
+    stubGet([]);
+    openDrawerAtPibiSection();
+    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");
+  });
+
+  // ── Log form ─────────────────────────────────────────────────────────────────
+
+  it("opens log form when approver clicks Log PIBI button", () => {
+    stubGet([]);
+    openDrawerAtPibiSection();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=log-pibi-button]").click();
+    cy.get("[data-testid=pibi-log-form]").should("be.visible");
+    cy.get("[data-testid=pibi-order-date-input]").should("be.visible");
+  });
+
+  it("submits selected measures and order date to POST endpoint", () => {
+    stubGet([]);
+    // After POST, return a batch so the list re-fetches populated
+    const orderedAt = "2026-05-06T00:00:00.000Z";
+    stubPost({ ok: true, insertedCount: 2, hubspotSync: "ok" });
+    cy.intercept(
+      "GET",
+      `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-requests*`,
+      { body: { pibiRequests: [
+        { id: "1", measureName: "ASHP", orderedAt, completedAt: null },
+        { id: "2", measureName: "CWI", orderedAt, completedAt: null },
+      ] } },
+    ).as("getPibiRequestsAfter");
+
+    openDrawerAtPibiSection();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=log-pibi-button]").click();
+
+    cy.get("[data-testid=pibi-measure-checkbox-ASHP]").check();
+    cy.get("[data-testid=pibi-measure-checkbox-CWI]").check();
+    cy.get("[data-testid=pibi-order-date-input]").clear().type("2026-05-06");
+
+    cy.get("[data-testid=pibi-submit-button]").click();
+
+    cy.wait("@postPibiRequest").then((interception) => {
+      expect(interception.request.body.measureNames).to.include.members(["ASHP", "CWI"]);
+      expect(interception.request.body.orderedAt).to.include("2026-05-06");
+    });
+  });
+
+  // ── Batch display ─────────────────────────────────────────────────────────────
+
+  it("renders a batch group with orderedAt header and measure rows", () => {
+    const orderedAt = "2026-05-01T00:00:00.000Z";
+    stubGet([
+      { id: "1", measureName: "ASHP", orderedAt, completedAt: null },
+      { id: "2", measureName: "CWI", orderedAt, completedAt: null },
+    ]);
+    openDrawerAtPibiSection();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-batch-group]").should("have.length", 1);
+    cy.get("[data-testid=pibi-batch-group]").should("contain.text", "01 May 2026");
+    cy.get("[data-testid=pibi-row-1]").should("contain.text", "ASHP");
+    cy.get("[data-testid=pibi-row-2]").should("contain.text", "CWI");
+  });
+
+  it("renders two separate batch groups for different orderedAt values", () => {
+    stubGet([
+      { id: "1", measureName: "ASHP", orderedAt: "2026-04-01T00:00:00.000Z", completedAt: null },
+      { id: "2", measureName: "CWI", orderedAt: "2026-05-01T00:00:00.000Z", completedAt: null },
+    ]);
+    openDrawerAtPibiSection();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-batch-group]").should("have.length", 2);
+  });
+
+  // ── Complete / undo ───────────────────────────────────────────────────────────
+
+  it("marks a row complete when approver clicks Complete", () => {
+    const orderedAt = "2026-05-01T00:00:00.000Z";
+    stubGet([{ id: "10", measureName: "ASHP", orderedAt, completedAt: null }]);
+    stubPatch("10");
+    openDrawerAtPibiSection();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-complete-button-10]").click();
+    cy.wait("@patchPibiRequest-10").then((interception) => {
+      expect(interception.request.body.completedAt).to.not.be.null;
+    });
+  });
+
+  it("undoes completion when approver clicks Undo on a completed row", () => {
+    const orderedAt = "2026-05-01T00:00:00.000Z";
+    const completedAt = "2026-05-06T10:00:00.000Z";
+    stubGet([{ id: "11", measureName: "CWI", orderedAt, completedAt }]);
+    stubPatch("11");
+    openDrawerAtPibiSection();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-complete-button-11]").should("contain.text", "Undo");
+    cy.get("[data-testid=pibi-complete-button-11]").click();
+    cy.wait("@patchPibiRequest-11").then((interception) => {
+      expect(interception.request.body.completedAt).to.be.null;
+    });
+  });
+
+  // ── Delete ────────────────────────────────────────────────────────────────────
+
+  it("deletes a row when approver clicks Delete", () => {
+    const orderedAt = "2026-05-01T00:00:00.000Z";
+    stubGet([{ id: "20", measureName: "EWI", orderedAt, completedAt: null }]);
+    stubDelete("20");
+    openDrawerAtPibiSection();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-delete-button-20]").click();
+    cy.wait("@deletePibiRequest-20");
+  });
+
+  // ── Mark all complete ─────────────────────────────────────────────────────────
+
+  it("marks all rows in a batch complete via the batch header button", () => {
+    const orderedAt = "2026-05-01T00:00:00.000Z";
+    stubGet([
+      { id: "30", measureName: "ASHP", orderedAt, completedAt: null },
+      { id: "31", measureName: "CWI", orderedAt, completedAt: null },
+    ]);
+    stubPatch("30");
+    stubPatch("31");
+    openDrawerAtPibiSection();
+    cy.wait("@getPibiRequests");
+
+    cy.get("[data-testid=pibi-batch-complete-button]").click();
+    cy.wait("@patchPibiRequest-30");
+    cy.wait("@patchPibiRequest-31");
+  });
+});
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/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/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/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/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/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)/your-projects/live/PibiSection.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
new file mode 100644
index 0000000..631bda4
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
@@ -0,0 +1,634 @@
+"use client";
+
+import { useState, useMemo } from "react";
+import { useQuery, useQueryClient } from "@tanstack/react-query";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
+import {
+  groupByBatch,
+  formatDate,
+  toDateInputValue,
+  dateInputToIso,
+} from "@/app/lib/pibiSectionHelpers";
+import type { PibiRow, PibiBatch } from "@/app/lib/pibiSectionHelpers";
+
+// ── Measure badge ─────────────────────────────────────────────────────────────
+
+function MeasureScopeBadge({
+  measure,
+  approvedMeasures,
+  proposedMeasures,
+}: {
+  measure: string;
+  approvedMeasures: string[];
+  proposedMeasures: string[];
+}) {
+  if (approvedMeasures.includes(measure)) {
+    return (
+      <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">
+        Approved
+      </span>
+    );
+  }
+  if (proposedMeasures.includes(measure)) {
+    return (
+      <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">
+        Proposed
+      </span>
+    );
+  }
+  return null;
+}
+
+// ── Inline row editor ─────────────────────────────────────────────────────────
+
+function PibiRowEditor({
+  row,
+  portfolioId,
+  dealId,
+  onSaved,
+  onCancel,
+}: {
+  row: PibiRow;
+  portfolioId: string;
+  dealId: string;
+  onSaved: () => void;
+  onCancel: () => void;
+}) {
+  const [measureName, setMeasureName] = useState(row.measureName);
+  const [orderedAt, setOrderedAt] = useState(toDateInputValue(row.orderedAt));
+  const [completedAt, setCompletedAt] = useState(toDateInputValue(row.completedAt));
+  const [saving, setSaving] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  async function handleSave() {
+    setSaving(true);
+    setError(null);
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/pibi-requests/${row.id}`,
+        {
+          method: "PATCH",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({
+            dealId,
+            measureName,
+            orderedAt: orderedAt ? dateInputToIso(orderedAt) : undefined,
+            completedAt: completedAt ? dateInputToIso(completedAt) : null,
+          }),
+        },
+      );
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        throw new Error(typeof json.error === "string" ? json.error : "Save failed");
+      }
+      onSaved();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "Save failed");
+    } finally {
+      setSaving(false);
+    }
+  }
+
+  return (
+    <tr className="bg-blue-50/30">
+      <td className="px-3 py-2">
+        <select
+          value={measureName}
+          onChange={(e) => setMeasureName(e.target.value)}
+          className="w-full rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
+        >
+          {MEASURE_NAMES.map((m) => (
+            <option key={m} value={m}>{m}</option>
+          ))}
+        </select>
+      </td>
+      <td className="px-3 py-2">
+        <input
+          type="date"
+          value={orderedAt}
+          onChange={(e) => setOrderedAt(e.target.value)}
+          className="rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
+        />
+      </td>
+      <td className="px-3 py-2">
+        <input
+          type="date"
+          value={completedAt}
+          onChange={(e) => setCompletedAt(e.target.value)}
+          className="rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
+        />
+      </td>
+      <td className="px-3 py-2">
+        <div className="flex items-center gap-1.5">
+          <button
+            onClick={handleSave}
+            disabled={saving}
+            className="text-xs font-medium px-2.5 py-1 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
+          >
+            {saving ? "Saving…" : "Save"}
+          </button>
+          <button
+            onClick={onCancel}
+            disabled={saving}
+            className="text-xs font-medium px-2.5 py-1 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 disabled:opacity-50 transition-colors"
+          >
+            Cancel
+          </button>
+        </div>
+        {error && (
+          <p className="text-[10px] text-red-600 mt-1">{error}</p>
+        )}
+      </td>
+    </tr>
+  );
+}
+
+// ── Batch group ───────────────────────────────────────────────────────────────
+
+function PibiBatchGroup({
+  batch,
+  portfolioId,
+  dealId,
+  approvedMeasures,
+  proposedMeasures,
+  canEdit,
+  onMutated,
+}: {
+  batch: PibiBatch;
+  portfolioId: string;
+  dealId: string;
+  approvedMeasures: string[];
+  proposedMeasures: string[];
+  canEdit: boolean;
+  onMutated: () => void;
+}) {
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [completing, setCompleting] = useState(false);
+  const [deleteError, setDeleteError] = useState<string | null>(null);
+
+  const allComplete = batch.rows.every((r) => r.completedAt !== null);
+  const completedAt = new Date().toISOString();
+
+  async function handleBatchComplete() {
+    setCompleting(true);
+    try {
+      await Promise.all(
+        batch.rows
+          .filter((r) => !r.completedAt)
+          .map((r) =>
+            fetch(`/api/portfolio/${portfolioId}/pibi-requests/${r.id}`, {
+              method: "PATCH",
+              headers: { "Content-Type": "application/json" },
+              body: JSON.stringify({ dealId, completedAt }),
+            }),
+          ),
+      );
+      onMutated();
+    } finally {
+      setCompleting(false);
+    }
+  }
+
+  async function handleDelete(id: string) {
+    setDeleteError(null);
+    try {
+      const res = await fetch(
+        `/api/portfolio/${portfolioId}/pibi-requests/${id}?dealId=${encodeURIComponent(dealId)}`,
+        { method: "DELETE" },
+      );
+      if (!res.ok) throw new Error("Delete failed");
+      onMutated();
+    } catch (err) {
+      setDeleteError(err instanceof Error ? err.message : "Delete failed");
+    }
+  }
+
+  async function handleRowComplete(row: PibiRow) {
+    const newCompletedAt = row.completedAt ? null : completedAt;
+    await fetch(`/api/portfolio/${portfolioId}/pibi-requests/${row.id}`, {
+      method: "PATCH",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ dealId, completedAt: newCompletedAt }),
+    });
+    onMutated();
+  }
+
+  return (
+    <div data-testid="pibi-batch-group" className="rounded-xl border border-gray-100 overflow-hidden">
+      {/* Batch header */}
+      <div className="flex items-center justify-between px-3 py-2 bg-gray-50 border-b border-gray-100">
+        <span className="text-xs font-semibold text-gray-600">
+          Ordered {formatDate(batch.orderedAt)}
+        </span>
+        {canEdit && !allComplete && (
+          <button
+            onClick={handleBatchComplete}
+            disabled={completing}
+            data-testid="pibi-batch-complete-button"
+            className="text-xs font-medium px-2.5 py-1 rounded-lg bg-emerald-600 text-white hover:bg-emerald-700 disabled:opacity-50 transition-colors"
+          >
+            {completing ? "Marking…" : "Mark all complete"}
+          </button>
+        )}
+        {allComplete && (
+          <span className="text-xs font-semibold text-emerald-600 flex items-center gap-1">
+            <span className="w-1.5 h-1.5 rounded-full bg-emerald-500 inline-block" />
+            All complete
+          </span>
+        )}
+      </div>
+
+      {/* Rows */}
+      <table className="w-full text-xs">
+        <thead>
+          <tr className="border-b border-gray-50">
+            <th className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider">
+              Measure
+            </th>
+            <th className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider">
+              Ordered
+            </th>
+            <th className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider">
+              Completed
+            </th>
+            {canEdit && (
+              <th className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider">
+                Actions
+              </th>
+            )}
+          </tr>
+        </thead>
+        <tbody className="divide-y divide-gray-50">
+          {batch.rows.map((row) =>
+            editingId === row.id ? (
+              <PibiRowEditor
+                key={row.id}
+                row={row}
+                portfolioId={portfolioId}
+                dealId={dealId}
+                onSaved={() => { setEditingId(null); onMutated(); }}
+                onCancel={() => setEditingId(null)}
+              />
+            ) : (
+              <tr
+                key={row.id}
+                data-testid={`pibi-row-${row.id}`}
+                className={row.completedAt ? "bg-emerald-50/30" : "bg-white"}
+              >
+                <td className="px-3 py-2">
+                  <div className="flex items-center gap-1.5">
+                    <span className={`font-medium ${row.completedAt ? "text-gray-400 line-through" : "text-gray-800"}`}>
+                      {row.measureName}
+                    </span>
+                    <MeasureScopeBadge
+                      measure={row.measureName}
+                      approvedMeasures={approvedMeasures}
+                      proposedMeasures={proposedMeasures}
+                    />
+                  </div>
+                </td>
+                <td className="px-3 py-2 text-gray-500">
+                  {formatDate(row.orderedAt)}
+                </td>
+                <td className="px-3 py-2">
+                  {row.completedAt ? (
+                    <span className="text-emerald-600 font-medium">
+                      {formatDate(row.completedAt)}
+                    </span>
+                  ) : (
+                    <span className="text-gray-300">—</span>
+                  )}
+                </td>
+                {canEdit && (
+                  <td className="px-3 py-2">
+                    <div className="flex items-center gap-1.5">
+                      <button
+                        onClick={() => handleRowComplete(row)}
+                        data-testid={`pibi-complete-button-${row.id}`}
+                        className={`text-[10px] font-medium px-2 py-0.5 rounded-full border transition-colors ${
+                          row.completedAt
+                            ? "border-gray-200 text-gray-500 hover:bg-gray-50"
+                            : "border-emerald-200 text-emerald-600 hover:bg-emerald-50"
+                        }`}
+                      >
+                        {row.completedAt ? "Undo" : "Complete"}
+                      </button>
+                      <button
+                        onClick={() => setEditingId(row.id)}
+                        className="text-[10px] font-medium px-2 py-0.5 rounded-full border border-gray-200 text-gray-500 hover:bg-gray-50 transition-colors"
+                      >
+                        Edit
+                      </button>
+                      <button
+                        onClick={() => handleDelete(row.id)}
+                        data-testid={`pibi-delete-button-${row.id}`}
+                        className="text-[10px] font-medium px-2 py-0.5 rounded-full border border-red-100 text-red-400 hover:bg-red-50 transition-colors"
+                      >
+                        Delete
+                      </button>
+                    </div>
+                  </td>
+                )}
+              </tr>
+            ),
+          )}
+        </tbody>
+      </table>
+      {deleteError && (
+        <p className="text-[10px] text-red-600 px-3 py-1.5 border-t border-red-50 bg-red-50">{deleteError}</p>
+      )}
+    </div>
+  );
+}
+
+// ── Log PIBI form ─────────────────────────────────────────────────────────────
+
+function LogPibiForm({
+  portfolioId,
+  dealId,
+  approvedMeasures,
+  proposedMeasures,
+  onSuccess,
+  onCancel,
+}: {
+  portfolioId: string;
+  dealId: string;
+  approvedMeasures: string[];
+  proposedMeasures: string[];
+  onSuccess: () => void;
+  onCancel: () => void;
+}) {
+  const inScope = new Set([...approvedMeasures, ...proposedMeasures]);
+  const [checked, setChecked] = useState<Set<string>>(new Set());
+  const [orderedAt, setOrderedAt] = useState(toDateInputValue(new Date().toISOString()));
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  function toggle(measure: string) {
+    setChecked((prev) => {
+      const next = new Set(prev);
+      next.has(measure) ? next.delete(measure) : next.add(measure);
+      return next;
+    });
+  }
+
+  async function handleSubmit() {
+    if (checked.size === 0) {
+      setError("Select at least one measure");
+      return;
+    }
+    setSubmitting(true);
+    setError(null);
+    try {
+      const res = await fetch(`/api/portfolio/${portfolioId}/pibi-requests`, {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({
+          dealId,
+          measureNames: Array.from(checked),
+          orderedAt: orderedAt ? new Date(`${orderedAt}T00:00:00.000Z`).toISOString() : undefined,
+        }),
+      });
+      if (!res.ok) {
+        const json = await res.json().catch(() => ({}));
+        throw new Error(typeof json.error === "string" ? json.error : "Failed to log PIBI");
+      }
+      onSuccess();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "Failed to log PIBI");
+    } finally {
+      setSubmitting(false);
+    }
+  }
+
+  return (
+    <div data-testid="pibi-log-form" className="rounded-xl border border-brandblue/20 bg-brandlightblue/5 p-4 space-y-4">
+      <div className="flex items-center justify-between">
+        <h4 className="text-xs font-bold text-brandblue uppercase tracking-wider">
+          Log PIBI
+        </h4>
+        <button
+          onClick={onCancel}
+          className="text-xs text-gray-400 hover:text-gray-600 transition-colors"
+        >
+          Cancel
+        </button>
+      </div>
+
+      {/* Date picker */}
+      <div className="flex items-center gap-2">
+        <label className="text-xs font-medium text-gray-600 shrink-0">
+          Order date
+        </label>
+        <input
+          type="date"
+          value={orderedAt}
+          onChange={(e) => setOrderedAt(e.target.value)}
+          data-testid="pibi-order-date-input"
+          className="rounded-lg border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
+        />
+      </div>
+
+      {/* Measure checkboxes */}
+      <div className="space-y-1 max-h-64 overflow-y-auto">
+        {/* In-scope measures first */}
+        {MEASURE_NAMES.filter((m) => inScope.has(m)).length > 0 && (
+          <p className="text-[10px] font-semibold text-gray-400 uppercase tracking-wider pb-1">
+            In scope
+          </p>
+        )}
+        {MEASURE_NAMES.filter((m) => inScope.has(m)).map((measure) => (
+          <label
+            key={measure}
+            className="flex items-center gap-2.5 px-2 py-1.5 rounded-lg cursor-pointer hover:bg-white/60 transition-colors"
+          >
+            <input
+              type="checkbox"
+              checked={checked.has(measure)}
+              onChange={() => toggle(measure)}
+              data-testid={`pibi-measure-checkbox-${measure}`}
+              className="rounded accent-brandblue"
+            />
+            <span className="text-xs text-gray-800">{measure}</span>
+            <MeasureScopeBadge
+              measure={measure}
+              approvedMeasures={approvedMeasures}
+              proposedMeasures={proposedMeasures}
+            />
+          </label>
+        ))}
+
+        {/* Out-of-scope measures */}
+        {MEASURE_NAMES.filter((m) => !inScope.has(m)).length > 0 && (
+          <p className="text-[10px] font-semibold text-gray-400 uppercase tracking-wider pt-2 pb-1">
+            Other measures
+          </p>
+        )}
+        {MEASURE_NAMES.filter((m) => !inScope.has(m)).map((measure) => (
+          <label
+            key={measure}
+            className="flex items-center gap-2.5 px-2 py-1.5 rounded-lg cursor-pointer hover:bg-white/60 transition-colors"
+          >
+            <input
+              type="checkbox"
+              checked={checked.has(measure)}
+              onChange={() => toggle(measure)}
+              data-testid={`pibi-measure-checkbox-${measure}`}
+              className="rounded accent-brandblue"
+            />
+            <span className="text-xs text-gray-500">{measure}</span>
+          </label>
+        ))}
+      </div>
+
+      {error && (
+        <p className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg">{error}</p>
+      )}
+
+      <div className="flex gap-2">
+        <button
+          onClick={handleSubmit}
+          disabled={submitting || checked.size === 0}
+          data-testid="pibi-submit-button"
+          className="text-xs font-medium px-4 py-2 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
+        >
+          {submitting ? "Logging…" : `Log ${checked.size > 0 ? checked.size : ""} PIBI${checked.size !== 1 ? "s" : ""}`}
+        </button>
+        <button
+          onClick={onCancel}
+          disabled={submitting}
+          className="text-xs font-medium px-4 py-2 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 disabled:opacity-50 transition-colors"
+        >
+          Cancel
+        </button>
+      </div>
+    </div>
+  );
+}
+
+// ── Main section ──────────────────────────────────────────────────────────────
+
+interface PibiSectionProps {
+  dealId: string;
+  portfolioId: string;
+  proposedMeasures: string[];
+  canEdit: boolean;
+}
+
+export function PibiSection({
+  dealId,
+  portfolioId,
+  proposedMeasures,
+  canEdit,
+}: PibiSectionProps) {
+  const queryClient = useQueryClient();
+  const [showForm, setShowForm] = useState(false);
+
+  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],
+  );
+
+  const batches = useMemo(
+    () => groupByBatch(data?.pibiRequests ?? []),
+    [data],
+  );
+
+  function invalidate() {
+    void queryClient.invalidateQueries({ queryKey: ["pibiRequests", portfolioId, dealId] });
+  }
+
+  if (isLoading) {
+    return (
+      <div className="flex items-center justify-center py-6">
+        <span className="text-xs text-gray-400">Loading PIBIs…</span>
+      </div>
+    );
+  }
+
+  return (
+    <div className="space-y-3" data-testid="pibi-section">
+      {/* Header row */}
+      <div className="flex items-center justify-between">
+        <span className="text-xs font-semibold text-gray-700">PIBI Requests</span>
+        {canEdit && !showForm && (
+          <button
+            onClick={() => setShowForm(true)}
+            data-testid="log-pibi-button"
+            className="text-xs font-medium px-3 py-1.5 rounded-lg bg-brandblue text-white hover:bg-brandmidblue transition-colors"
+          >
+            + Log PIBI
+          </button>
+        )}
+      </div>
+
+      {/* Log form */}
+      {showForm && (
+        <LogPibiForm
+          portfolioId={portfolioId}
+          dealId={dealId}
+          approvedMeasures={approvedMeasures}
+          proposedMeasures={proposedMeasures}
+          onSuccess={() => { setShowForm(false); invalidate(); }}
+          onCancel={() => setShowForm(false)}
+        />
+      )}
+
+      {/* Empty state */}
+      {batches.length === 0 && !showForm && (
+        <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={() => setShowForm(true)}
+              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>
+      )}
+
+      {/* PIBI batch table(s) */}
+      {batches.map((batch) => (
+        <PibiBatchGroup
+          key={batch.orderedAt}
+          batch={batch}
+          portfolioId={portfolioId}
+          dealId={dealId}
+          approvedMeasures={approvedMeasures}
+          proposedMeasures={proposedMeasures}
+          canEdit={canEdit}
+          onMutated={invalidate}
+        />
+      ))}
+    </div>
+  );
+}
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 4aa2b46..4f90bb7 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -30,6 +30,7 @@ import { ApprovalConfirmDialog } from "./ApprovalConfirmDialog";
 import type { PendingDiff } from "./ApprovalConfirmDialog";
 import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
 import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
+import { PibiSection } from "./PibiSection";
 import { useToast } from "@/app/hooks/use-toast";
 
 // Sections the caller can request focus on. Used by entry-points like the
@@ -1642,7 +1643,6 @@ export default function PropertyDetailDrawer({
   }, [focusSection, deal?.dealId]);
 
   // Parsed measure lists.
-  const pibiMeasures = parseMeasures(deal?.measuresForPibiOrdered ?? null);
   const technicalApprovedMeasures = parseMeasures(
     deal?.technicalApprovedMeasuresForInstall ?? null,
   );
@@ -1871,43 +1871,12 @@ export default function PropertyDetailDrawer({
                 {/* PIBI */}
                 <div>
                   <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
-                  <div className="space-y-3">
-                    <PibiDatesEditor
-                      dealId={deal.dealId}
-                      portfolioId={portfolioId}
-                      initialOrderDate={deal.pibiOrderDate}
-                      initialCompletedDate={deal.pibiCompletedDate}
-                      canEdit={WRITE_ROLES.includes(userRole)}
-                    />
-                    {userCapability.includes("approver") ? (
-                      <PibiMeasureSelector
-                        dealId={deal.dealId}
-                        portfolioId={portfolioId}
-                        proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
-                        canEdit
-                      />
-                    ) : (
-                      pibiMeasures.length > 0 && (
-                        <div className="divide-y divide-gray-50">
-                          <InfoRow
-                            label="Measures for PIBI"
-                            value={
-                              <span className="flex flex-wrap gap-1.5">
-                                {pibiMeasures.map((m) => (
-                                  <span
-                                    key={m}
-                                    className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
-                                  >
-                                    {m}
-                                  </span>
-                                ))}
-                              </span>
-                            }
-                          />
-                        </div>
-                      )
-                    )}
-                  </div>
+                  <PibiSection
+                    dealId={deal.dealId}
+                    portfolioId={portfolioId}
+                    proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
+                    canEdit={userCapability.includes("approver")}
+                  />
                 </div>
 
                 {/* Survey request */}

From efc4a3bb563cc05f8a37d007c2ce1250c3db8144 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 09:08:11 +0000
Subject: [PATCH 102/147] adding migration files for pm changes

---
 .../db/migrations/0196_fantastic_bastion.sql  |   16 +
 src/app/db/migrations/meta/0196_snapshot.json | 9380 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 9403 insertions(+)
 create mode 100644 src/app/db/migrations/0196_fantastic_bastion.sql
 create mode 100644 src/app/db/migrations/meta/0196_snapshot.json

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/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,
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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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+    },
+    "public.hubspot_users": {
+      "name": "hubspot_users",
+      "schema": "",
+      "columns": {
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+          "name": "hubspot_owner_id",
+          "type": "text",
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+        },
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+        },
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+          "tableTo": "portfolio",
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+            "portfolio_id"
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+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "orientation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_type": {
+          "name": "window_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "glazing_type": {
+          "name": "glazing_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_width": {
+          "name": "window_width",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_height": {
+          "name": "window_height",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "draught_proofed": {
+          "name": "draught_proofed",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_location": {
+          "name": "window_location",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_wall_type": {
+          "name": "window_wall_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "permanent_shutters_present": {
+          "name": "permanent_shutters_present",
+          "type": "boolean",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_data_source": {
+          "name": "transmission_data_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_solar_transmittance": {
+          "name": "transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
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+      "foreignKeys": {
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+          "name": "epc_window_epc_property_id_epc_property_id_fk",
+          "tableFrom": "epc_window",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.non_intrusive_survey": {
+      "name": "non_intrusive_survey",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
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+          "name": "survey_date",
+          "type": "timestamp",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "surveyor": {
+          "name": "surveyor",
+          "type": "text",
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+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.non_intrusive_survey_notes": {
+      "name": "non_intrusive_survey_notes",
+      "schema": "",
+      "columns": {
+        "id": {
+          "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",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "note",
+          "type": "text",
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+          "notNull": true
+        }
+      },
+      "indexes": {},
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+        "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",
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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",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "creation_status": {
+          "name": "creation_status",
+          "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
+        },
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+          "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",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "lexiscore",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "has_pre_condition_report",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "has_recommendations",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "created_at",
+          "type": "timestamp",
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+          "notNull": true,
+          "default": "now()"
+        },
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+          "name": "updated_at",
+          "type": "timestamp",
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+          "notNull": true,
+          "default": "now()"
+        },
+        "property_type": {
+          "name": "property_type",
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+          "notNull": false
+        },
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+        },
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+          "name": "local_authority",
+          "type": "text",
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+        },
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+          "name": "constituency",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "number_of_rooms",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "year_built",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "tenure",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "current_epc_rating",
+          "type": "epc",
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+          "notNull": false
+        },
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+          "name": "current_sap_points",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "current_valuation",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false,
+          "default": false
+        },
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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
+        },
+        "lodged_epc_rating": {
+          "name": "lodged_epc_rating",
+          "type": "epc",
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+          "notNull": false
+        }
+      },
+      "indexes": {
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+          "name": "uq_property_portfolio_uprn",
+          "columns": [
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+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "uprn",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
+          "where": "\"property\".\"uprn\" IS NOT NULL",
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
+      "foreignKeys": {
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+          "name": "property_portfolio_id_portfolio_id_fk",
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+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "property_id": {
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+          "primaryKey": false,
+          "notNull": true
+        },
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+          "type": "bigint",
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+          "notNull": true
+        },
+        "full_address": {
+          "name": "full_address",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lodgement_date": {
+          "name": "lodgement_date",
+          "type": "timestamp",
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+          "notNull": false
+        },
+        "is_expired": {
+          "name": "is_expired",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "total_floor_area": {
+          "name": "total_floor_area",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "walls": {
+          "name": "walls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "walls_rating": {
+          "name": "walls_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
+        "roof": {
+          "name": "roof",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "roof_rating": {
+          "name": "roof_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "floor",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "floor_rating": {
+          "name": "floor_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "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
+        },
+        "heating_rating": {
+          "name": "heating_rating",
+          "type": "smallint",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls": {
+          "name": "heating_controls",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_controls_rating": {
+          "name": "heating_controls_rating",
+          "type": "smallint",
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+        },
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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
+        },
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+          "name": "ventilation",
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+          "notNull": false
+        },
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+          "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",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "heat_loss_corridor": {
+          "name": "heat_loss_corridor",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "unheated_corridor_length": {
+          "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",
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+        },
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+          "name": "number_of_storeys",
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+          "notNull": false
+        },
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+          "name": "mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_tariff",
+          "type": "text",
+          "primaryKey": false,
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+        },
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+          "name": "primary_energy_consumption",
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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
+        },
+        "current_energy_demand_heating_hotwater": {
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+        },
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+        },
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+          "notNull": false
+        },
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+          "name": "heating_cost_current",
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+          "notNull": false
+        },
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+        },
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+          "name": "lighting_cost_current",
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+        },
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+          "name": "appliances_cost_current",
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+          "notNull": false
+        },
+        "gas_standing_charge": {
+          "name": "gas_standing_charge",
+          "type": "real",
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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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+          "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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+          "notNull": false
+        },
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+          "name": "installed_measures_heat_demand_adjustment",
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+          "notNull": false
+        },
+        "is_epc_adjusted_for_installed_measures": {
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 0f9de0f..7f433b2 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1373,6 +1373,13 @@
       "when": 1778078457355,
       "tag": "0195_jittery_harry_osborn",
       "breakpoints": true
+    },
+    {
+      "idx": 196,
+      "version": "7",
+      "when": 1778144686568,
+      "tag": "0196_fantastic_bastion",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 2fc87d4dbfc568d295c160f4a7ee850cb01c08ad Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 11:26:22 +0000
Subject: [PATCH 103/147] updated PIBI ui

---
 cypress/e2e/live-tracking/pibi-section.cy.js  |  304 +++--
 .../your-projects/live/PibiSection.tsx        | 1019 +++++++++--------
 .../your-projects/live/[dealId]/DealPage.tsx  |   48 +-
 3 files changed, 702 insertions(+), 669 deletions(-)

diff --git a/cypress/e2e/live-tracking/pibi-section.cy.js b/cypress/e2e/live-tracking/pibi-section.cy.js
index 4557e04..cbcb5db 100644
--- a/cypress/e2e/live-tracking/pibi-section.cy.js
+++ b/cypress/e2e/live-tracking/pibi-section.cy.js
@@ -1,20 +1,24 @@
 /**
- * Live Tracking — PibiSection (replaces pibi-dates.cy.js + pibi-measures.cy.js)
+ * Live Tracking — PibiSection (flat TanStack Table redesign)
  *
- * Tests the approver flow for the new per-measure PIBI request log:
- *   1. Empty state renders with a "Log first PIBI" prompt
- *   2. Approver can open the log form, pick measures + date, and submit
- *   3. Submitted batch appears as a group with orderedAt header
- *   4. Approver can mark a row complete / undo it
- *   5. Approver can delete a row
+ * Tests the approver flow for the per-measure PIBI request log rendered
+ * directly on the DealPage (pibi-surveys tab), not in a drawer.
  *
- * Requires LIVE_PORTFOLIO_SLUG env var; skipped otherwise.
- * All network calls are intercepted so no real DB / HubSpot round-trips occur.
+ *  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 TARGET_DEAL_NAME = Cypress.env("LIVE_PIBI_DEAL_NAME");
-
 const PORTFOLIO_ID_GLOB = "*";
 
 function stubGet(pibiRequests = []) {
@@ -25,15 +29,18 @@ function stubGet(pibiRequests = []) {
   ).as("getPibiRequests");
 }
 
-function stubMeasures(approvedMeasures = ["ASHP", "CWI"], instructedMeasures = []) {
+function stubMeasures(
+  approvedMeasures = ["ASHP", "CWI"],
+  instructedMeasures = [],
+) {
   cy.intercept(
     "GET",
     `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-measures*`,
-    { body: { approvedMeasures, instructedMeasures } },
+    { body: { pibiMeasures: approvedMeasures, approvedMeasures, instructedMeasures } },
   ).as("getPibiMeasures");
 }
 
-function stubPost(response = { ok: true, insertedCount: 2, hubspotSync: "ok" }) {
+function stubPost(response = { ok: true, insertedCount: 1, hubspotSync: "ok" }) {
   cy.intercept(
     "POST",
     `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-requests`,
@@ -57,19 +64,11 @@ function stubDelete(id, response = { ok: true, hubspotSync: "ok" }) {
   ).as(`deletePibiRequest-${id}`);
 }
 
-function openDrawerAtPibiSection() {
+function openDealPageAtPibiTab() {
   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-pibi-surveys]").click();
-  cy.get("[data-testid=drawer-tab-panel-pibi-surveys]").should("be.visible");
+  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 () {
@@ -84,145 +83,204 @@ describe("PibiSection", function () {
     stubMeasures();
   });
 
-  // ── Empty state ──────────────────────────────────────────────────────────────
+  // ── Cycle 1: Empty state ──────────────────────────────────────────────────
 
   it("shows empty state with Log first PIBI prompt when no requests exist", () => {
     stubGet([]);
-    openDrawerAtPibiSection();
+    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-state]").should(
+      "contain.text",
+      "No PIBIs logged yet",
+    );
+    cy.get("[data-testid=pibi-empty-add-row]").should("be.visible");
   });
 
-  // ── Log form ─────────────────────────────────────────────────────────────────
+  // ── Cycle 2: Flat table renders rows (no batch groups) ────────────────────
 
-  it("opens log form when approver clicks Log PIBI button", () => {
-    stubGet([]);
-    openDrawerAtPibiSection();
-    cy.wait("@getPibiRequests");
-
-    cy.get("[data-testid=log-pibi-button]").click();
-    cy.get("[data-testid=pibi-log-form]").should("be.visible");
-    cy.get("[data-testid=pibi-order-date-input]").should("be.visible");
-  });
-
-  it("submits selected measures and order date to POST endpoint", () => {
-    stubGet([]);
-    // After POST, return a batch so the list re-fetches populated
-    const orderedAt = "2026-05-06T00:00:00.000Z";
-    stubPost({ ok: true, insertedCount: 2, hubspotSync: "ok" });
-    cy.intercept(
-      "GET",
-      `/api/portfolio/${PORTFOLIO_ID_GLOB}/pibi-requests*`,
-      { body: { pibiRequests: [
-        { id: "1", measureName: "ASHP", orderedAt, completedAt: null },
-        { id: "2", measureName: "CWI", orderedAt, completedAt: null },
-      ] } },
-    ).as("getPibiRequestsAfter");
-
-    openDrawerAtPibiSection();
-    cy.wait("@getPibiRequests");
-
-    cy.get("[data-testid=log-pibi-button]").click();
-
-    cy.get("[data-testid=pibi-measure-checkbox-ASHP]").check();
-    cy.get("[data-testid=pibi-measure-checkbox-CWI]").check();
-    cy.get("[data-testid=pibi-order-date-input]").clear().type("2026-05-06");
-
-    cy.get("[data-testid=pibi-submit-button]").click();
-
-    cy.wait("@postPibiRequest").then((interception) => {
-      expect(interception.request.body.measureNames).to.include.members(["ASHP", "CWI"]);
-      expect(interception.request.body.orderedAt).to.include("2026-05-06");
-    });
-  });
-
-  // ── Batch display ─────────────────────────────────────────────────────────────
-
-  it("renders a batch group with orderedAt header and measure rows", () => {
-    const orderedAt = "2026-05-01T00:00:00.000Z";
+  it("renders a flat table of rows with no batch grouping", () => {
     stubGet([
-      { id: "1", measureName: "ASHP", orderedAt, completedAt: null },
-      { id: "2", measureName: "CWI", orderedAt, completedAt: null },
+      {
+        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,
+      },
     ]);
-    openDrawerAtPibiSection();
+    openDealPageAtPibiTab();
     cy.wait("@getPibiRequests");
 
-    cy.get("[data-testid=pibi-batch-group]").should("have.length", 1);
-    cy.get("[data-testid=pibi-batch-group]").should("contain.text", "01 May 2026");
-    cy.get("[data-testid=pibi-row-1]").should("contain.text", "ASHP");
-    cy.get("[data-testid=pibi-row-2]").should("contain.text", "CWI");
+    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");
   });
 
-  it("renders two separate batch groups for different orderedAt values", () => {
+  // ── Cycle 3: Always-editable cells ────────────────────────────────────────
+
+  it("renders measure select and date inputs as always-editable cells", () => {
     stubGet([
-      { id: "1", measureName: "ASHP", orderedAt: "2026-04-01T00:00:00.000Z", completedAt: null },
-      { id: "2", measureName: "CWI", orderedAt: "2026-05-01T00:00:00.000Z", completedAt: null },
+      {
+        id: "5",
+        measureName: "ASHP",
+        orderedAt: "2026-05-01T00:00:00.000Z",
+        completedAt: null,
+      },
     ]);
-    openDrawerAtPibiSection();
+    openDealPageAtPibiTab();
     cy.wait("@getPibiRequests");
 
-    cy.get("[data-testid=pibi-batch-group]").should("have.length", 2);
+    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");
   });
 
-  // ── Complete / undo ───────────────────────────────────────────────────────────
+  // ── Cycle 4: Save disabled when clean, enabled after editing ──────────────
 
-  it("marks a row complete when approver clicks Complete", () => {
-    const orderedAt = "2026-05-01T00:00:00.000Z";
-    stubGet([{ id: "10", measureName: "ASHP", orderedAt, completedAt: null }]);
+  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");
-    openDrawerAtPibiSection();
+    openDealPageAtPibiTab();
     cy.wait("@getPibiRequests");
 
-    cy.get("[data-testid=pibi-complete-button-10]").click();
+    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.completedAt).to.not.be.null;
+      expect(interception.request.body.dealId).to.be.a("string");
+      expect(interception.request.body.completedAt).to.include("2026-05-15");
     });
   });
 
-  it("undoes completion when approver clicks Undo on a completed row", () => {
-    const orderedAt = "2026-05-01T00:00:00.000Z";
-    const completedAt = "2026-05-06T10:00:00.000Z";
-    stubGet([{ id: "11", measureName: "CWI", orderedAt, completedAt }]);
-    stubPatch("11");
-    openDrawerAtPibiSection();
-    cy.wait("@getPibiRequests");
+  // ── Cycle 6: Delete calls DELETE ──────────────────────────────────────────
 
-    cy.get("[data-testid=pibi-complete-button-11]").should("contain.text", "Undo");
-    cy.get("[data-testid=pibi-complete-button-11]").click();
-    cy.wait("@patchPibiRequest-11").then((interception) => {
-      expect(interception.request.body.completedAt).to.be.null;
-    });
-  });
-
-  // ── Delete ────────────────────────────────────────────────────────────────────
-
-  it("deletes a row when approver clicks Delete", () => {
-    const orderedAt = "2026-05-01T00:00:00.000Z";
-    stubGet([{ id: "20", measureName: "EWI", orderedAt, completedAt: null }]);
+  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");
-    openDrawerAtPibiSection();
+    openDealPageAtPibiTab();
     cy.wait("@getPibiRequests");
 
-    cy.get("[data-testid=pibi-delete-button-20]").click();
+    cy.get("[data-testid=pibi-delete-20]").click();
     cy.wait("@deletePibiRequest-20");
   });
 
-  // ── Mark all complete ─────────────────────────────────────────────────────────
+  // ── Cycle 7: Add row → POST ───────────────────────────────────────────────
 
-  it("marks all rows in a batch complete via the batch header button", () => {
-    const orderedAt = "2026-05-01T00:00:00.000Z";
+  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, completedAt: null },
-      { id: "31", measureName: "CWI", orderedAt, completedAt: null },
+      {
+        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");
-    openDrawerAtPibiSection();
+    openDealPageAtPibiTab();
     cy.wait("@getPibiRequests");
 
-    cy.get("[data-testid=pibi-batch-complete-button]").click();
-    cy.wait("@patchPibiRequest-30");
+    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/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
index 631bda4..1dac39b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
@@ -1,35 +1,90 @@
 "use client";
 
-import { useState, useMemo } from "react";
+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 {
-  groupByBatch,
-  formatDate,
   toDateInputValue,
   dateInputToIso,
+  formatDate,
 } from "@/app/lib/pibiSectionHelpers";
-import type { PibiRow, PibiBatch } from "@/app/lib/pibiSectionHelpers";
+import type { PibiRow } from "@/app/lib/pibiSectionHelpers";
 
-// ── Measure badge ─────────────────────────────────────────────────────────────
+// ── TableMeta augmentation ────────────────────────────────────────────────────
 
-function MeasureScopeBadge({
-  measure,
-  approvedMeasures,
-  proposedMeasures,
-}: {
-  measure: string;
+declare module "@tanstack/react-table" {
+  // eslint-disable-next-line @typescript-eslint/no-unused-vars
+  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 (approvedMeasures.includes(measure)) {
+  if (approved.includes(measure)) {
     return (
       <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">
         Approved
       </span>
     );
   }
-  if (proposedMeasures.includes(measure)) {
+  if (proposed.includes(measure)) {
     return (
       <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">
         Proposed
@@ -39,476 +94,140 @@ function MeasureScopeBadge({
   return null;
 }
 
-// ── Inline row editor ─────────────────────────────────────────────────────────
+// ── Column definitions ────────────────────────────────────────────────────────
 
-function PibiRowEditor({
-  row,
-  portfolioId,
-  dealId,
-  onSaved,
-  onCancel,
-}: {
-  row: PibiRow;
-  portfolioId: string;
-  dealId: string;
-  onSaved: () => void;
-  onCancel: () => void;
-}) {
-  const [measureName, setMeasureName] = useState(row.measureName);
-  const [orderedAt, setOrderedAt] = useState(toDateInputValue(row.orderedAt));
-  const [completedAt, setCompletedAt] = useState(toDateInputValue(row.completedAt));
-  const [saving, setSaving] = useState(false);
-  const [error, setError] = useState<string | null>(null);
+const columnHelper = createColumnHelper<EditableRow>();
 
-  async function handleSave() {
-    setSaving(true);
-    setError(null);
-    try {
-      const res = await fetch(
-        `/api/portfolio/${portfolioId}/pibi-requests/${row.id}`,
-        {
-          method: "PATCH",
-          headers: { "Content-Type": "application/json" },
-          body: JSON.stringify({
-            dealId,
-            measureName,
-            orderedAt: orderedAt ? dateInputToIso(orderedAt) : undefined,
-            completedAt: completedAt ? dateInputToIso(completedAt) : null,
-          }),
-        },
+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-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40 max-w-[160px]"
+            >
+              {MEASURE_NAMES.map((m) => (
+                <option key={m} value={m}>
+                  {m}
+                </option>
+              ))}
+            </select>
+          ) : (
+            <span className="text-xs text-gray-800">{r.measureName}</span>
+          )}
+          <ScopeBadge
+            measure={r.measureName}
+            approved={meta.approvedMeasures}
+            proposed={meta.proposedMeasures}
+          />
+        </div>
       );
-      if (!res.ok) {
-        const json = await res.json().catch(() => ({}));
-        throw new Error(typeof json.error === "string" ? json.error : "Save failed");
-      }
-      onSaved();
-    } catch (err) {
-      setError(err instanceof Error ? err.message : "Save failed");
-    } finally {
-      setSaving(false);
-    }
-  }
+    },
+  }),
 
-  return (
-    <tr className="bg-blue-50/30">
-      <td className="px-3 py-2">
-        <select
-          value={measureName}
-          onChange={(e) => setMeasureName(e.target.value)}
-          className="w-full rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
-        >
-          {MEASURE_NAMES.map((m) => (
-            <option key={m} value={m}>{m}</option>
-          ))}
-        </select>
-      </td>
-      <td className="px-3 py-2">
+  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={orderedAt}
-          onChange={(e) => setOrderedAt(e.target.value)}
+          value={r.orderedAt}
+          onChange={(e) =>
+            meta.updateField(r.id, "orderedAt", e.target.value)
+          }
+          disabled={r.isSaving}
+          data-testid={`pibi-ordered-date-${r.id}`}
           className="rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
         />
-      </td>
-      <td className="px-3 py-2">
+      );
+    },
+  }),
+
+  columnHelper.accessor("completedAt", {
+    header: "Completed",
+    cell: ({ row, table }) => {
+      const meta = table.options.meta!.pibi!;
+      const r = row.original;
+      if (!meta.canEdit) {
+        return r.completedAt ? (
+          <span className="text-xs text-emerald-600 font-medium">
+            {formatDate(r.completedAt)}
+          </span>
+        ) : (
+          <span className="text-xs text-gray-300">—</span>
+        );
+      }
+      return (
         <input
           type="date"
-          value={completedAt}
-          onChange={(e) => setCompletedAt(e.target.value)}
+          value={r.completedAt}
+          onChange={(e) =>
+            meta.updateField(r.id, "completedAt", e.target.value)
+          }
+          disabled={r.isSaving}
+          data-testid={`pibi-completed-date-${r.id}`}
           className="rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
         />
-      </td>
-      <td className="px-3 py-2">
+      );
+    },
+  }),
+
+  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={handleSave}
-            disabled={saving}
-            className="text-xs font-medium px-2.5 py-1 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
+            onClick={() => meta.saveRow(r.id)}
+            disabled={!r.isDirty || r.isSaving}
+            data-testid={`pibi-save-${r.id}`}
+            className="text-[10px] font-medium px-2.5 py-1 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-30 transition-colors"
           >
-            {saving ? "Saving…" : "Save"}
+            {r.isSaving ? "Saving…" : "Save"}
           </button>
           <button
-            onClick={onCancel}
-            disabled={saving}
-            className="text-xs font-medium px-2.5 py-1 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 disabled:opacity-50 transition-colors"
+            onClick={() => meta.deleteRow(r.id)}
+            disabled={r.isSaving}
+            data-testid={`pibi-delete-${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"
           >
-            Cancel
+            Delete
           </button>
-        </div>
-        {error && (
-          <p className="text-[10px] text-red-600 mt-1">{error}</p>
-        )}
-      </td>
-    </tr>
-  );
-}
-
-// ── Batch group ───────────────────────────────────────────────────────────────
-
-function PibiBatchGroup({
-  batch,
-  portfolioId,
-  dealId,
-  approvedMeasures,
-  proposedMeasures,
-  canEdit,
-  onMutated,
-}: {
-  batch: PibiBatch;
-  portfolioId: string;
-  dealId: string;
-  approvedMeasures: string[];
-  proposedMeasures: string[];
-  canEdit: boolean;
-  onMutated: () => void;
-}) {
-  const [editingId, setEditingId] = useState<string | null>(null);
-  const [completing, setCompleting] = useState(false);
-  const [deleteError, setDeleteError] = useState<string | null>(null);
-
-  const allComplete = batch.rows.every((r) => r.completedAt !== null);
-  const completedAt = new Date().toISOString();
-
-  async function handleBatchComplete() {
-    setCompleting(true);
-    try {
-      await Promise.all(
-        batch.rows
-          .filter((r) => !r.completedAt)
-          .map((r) =>
-            fetch(`/api/portfolio/${portfolioId}/pibi-requests/${r.id}`, {
-              method: "PATCH",
-              headers: { "Content-Type": "application/json" },
-              body: JSON.stringify({ dealId, completedAt }),
-            }),
-          ),
-      );
-      onMutated();
-    } finally {
-      setCompleting(false);
-    }
-  }
-
-  async function handleDelete(id: string) {
-    setDeleteError(null);
-    try {
-      const res = await fetch(
-        `/api/portfolio/${portfolioId}/pibi-requests/${id}?dealId=${encodeURIComponent(dealId)}`,
-        { method: "DELETE" },
-      );
-      if (!res.ok) throw new Error("Delete failed");
-      onMutated();
-    } catch (err) {
-      setDeleteError(err instanceof Error ? err.message : "Delete failed");
-    }
-  }
-
-  async function handleRowComplete(row: PibiRow) {
-    const newCompletedAt = row.completedAt ? null : completedAt;
-    await fetch(`/api/portfolio/${portfolioId}/pibi-requests/${row.id}`, {
-      method: "PATCH",
-      headers: { "Content-Type": "application/json" },
-      body: JSON.stringify({ dealId, completedAt: newCompletedAt }),
-    });
-    onMutated();
-  }
-
-  return (
-    <div data-testid="pibi-batch-group" className="rounded-xl border border-gray-100 overflow-hidden">
-      {/* Batch header */}
-      <div className="flex items-center justify-between px-3 py-2 bg-gray-50 border-b border-gray-100">
-        <span className="text-xs font-semibold text-gray-600">
-          Ordered {formatDate(batch.orderedAt)}
-        </span>
-        {canEdit && !allComplete && (
-          <button
-            onClick={handleBatchComplete}
-            disabled={completing}
-            data-testid="pibi-batch-complete-button"
-            className="text-xs font-medium px-2.5 py-1 rounded-lg bg-emerald-600 text-white hover:bg-emerald-700 disabled:opacity-50 transition-colors"
-          >
-            {completing ? "Marking…" : "Mark all complete"}
-          </button>
-        )}
-        {allComplete && (
-          <span className="text-xs font-semibold text-emerald-600 flex items-center gap-1">
-            <span className="w-1.5 h-1.5 rounded-full bg-emerald-500 inline-block" />
-            All complete
-          </span>
-        )}
-      </div>
-
-      {/* Rows */}
-      <table className="w-full text-xs">
-        <thead>
-          <tr className="border-b border-gray-50">
-            <th className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider">
-              Measure
-            </th>
-            <th className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider">
-              Ordered
-            </th>
-            <th className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider">
-              Completed
-            </th>
-            {canEdit && (
-              <th className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider">
-                Actions
-              </th>
-            )}
-          </tr>
-        </thead>
-        <tbody className="divide-y divide-gray-50">
-          {batch.rows.map((row) =>
-            editingId === row.id ? (
-              <PibiRowEditor
-                key={row.id}
-                row={row}
-                portfolioId={portfolioId}
-                dealId={dealId}
-                onSaved={() => { setEditingId(null); onMutated(); }}
-                onCancel={() => setEditingId(null)}
-              />
-            ) : (
-              <tr
-                key={row.id}
-                data-testid={`pibi-row-${row.id}`}
-                className={row.completedAt ? "bg-emerald-50/30" : "bg-white"}
-              >
-                <td className="px-3 py-2">
-                  <div className="flex items-center gap-1.5">
-                    <span className={`font-medium ${row.completedAt ? "text-gray-400 line-through" : "text-gray-800"}`}>
-                      {row.measureName}
-                    </span>
-                    <MeasureScopeBadge
-                      measure={row.measureName}
-                      approvedMeasures={approvedMeasures}
-                      proposedMeasures={proposedMeasures}
-                    />
-                  </div>
-                </td>
-                <td className="px-3 py-2 text-gray-500">
-                  {formatDate(row.orderedAt)}
-                </td>
-                <td className="px-3 py-2">
-                  {row.completedAt ? (
-                    <span className="text-emerald-600 font-medium">
-                      {formatDate(row.completedAt)}
-                    </span>
-                  ) : (
-                    <span className="text-gray-300">—</span>
-                  )}
-                </td>
-                {canEdit && (
-                  <td className="px-3 py-2">
-                    <div className="flex items-center gap-1.5">
-                      <button
-                        onClick={() => handleRowComplete(row)}
-                        data-testid={`pibi-complete-button-${row.id}`}
-                        className={`text-[10px] font-medium px-2 py-0.5 rounded-full border transition-colors ${
-                          row.completedAt
-                            ? "border-gray-200 text-gray-500 hover:bg-gray-50"
-                            : "border-emerald-200 text-emerald-600 hover:bg-emerald-50"
-                        }`}
-                      >
-                        {row.completedAt ? "Undo" : "Complete"}
-                      </button>
-                      <button
-                        onClick={() => setEditingId(row.id)}
-                        className="text-[10px] font-medium px-2 py-0.5 rounded-full border border-gray-200 text-gray-500 hover:bg-gray-50 transition-colors"
-                      >
-                        Edit
-                      </button>
-                      <button
-                        onClick={() => handleDelete(row.id)}
-                        data-testid={`pibi-delete-button-${row.id}`}
-                        className="text-[10px] font-medium px-2 py-0.5 rounded-full border border-red-100 text-red-400 hover:bg-red-50 transition-colors"
-                      >
-                        Delete
-                      </button>
-                    </div>
-                  </td>
-                )}
-              </tr>
-            ),
+          {r.error && (
+            <span className="text-[10px] text-red-600">{r.error}</span>
           )}
-        </tbody>
-      </table>
-      {deleteError && (
-        <p className="text-[10px] text-red-600 px-3 py-1.5 border-t border-red-50 bg-red-50">{deleteError}</p>
-      )}
-    </div>
-  );
-}
+        </div>
+      );
+    },
+  }),
+];
 
-// ── Log PIBI form ─────────────────────────────────────────────────────────────
+// ── Main component ────────────────────────────────────────────────────────────
 
-function LogPibiForm({
-  portfolioId,
-  dealId,
-  approvedMeasures,
-  proposedMeasures,
-  onSuccess,
-  onCancel,
-}: {
-  portfolioId: string;
-  dealId: string;
-  approvedMeasures: string[];
-  proposedMeasures: string[];
-  onSuccess: () => void;
-  onCancel: () => void;
-}) {
-  const inScope = new Set([...approvedMeasures, ...proposedMeasures]);
-  const [checked, setChecked] = useState<Set<string>>(new Set());
-  const [orderedAt, setOrderedAt] = useState(toDateInputValue(new Date().toISOString()));
-  const [submitting, setSubmitting] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  function toggle(measure: string) {
-    setChecked((prev) => {
-      const next = new Set(prev);
-      next.has(measure) ? next.delete(measure) : next.add(measure);
-      return next;
-    });
-  }
-
-  async function handleSubmit() {
-    if (checked.size === 0) {
-      setError("Select at least one measure");
-      return;
-    }
-    setSubmitting(true);
-    setError(null);
-    try {
-      const res = await fetch(`/api/portfolio/${portfolioId}/pibi-requests`, {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({
-          dealId,
-          measureNames: Array.from(checked),
-          orderedAt: orderedAt ? new Date(`${orderedAt}T00:00:00.000Z`).toISOString() : undefined,
-        }),
-      });
-      if (!res.ok) {
-        const json = await res.json().catch(() => ({}));
-        throw new Error(typeof json.error === "string" ? json.error : "Failed to log PIBI");
-      }
-      onSuccess();
-    } catch (err) {
-      setError(err instanceof Error ? err.message : "Failed to log PIBI");
-    } finally {
-      setSubmitting(false);
-    }
-  }
-
-  return (
-    <div data-testid="pibi-log-form" className="rounded-xl border border-brandblue/20 bg-brandlightblue/5 p-4 space-y-4">
-      <div className="flex items-center justify-between">
-        <h4 className="text-xs font-bold text-brandblue uppercase tracking-wider">
-          Log PIBI
-        </h4>
-        <button
-          onClick={onCancel}
-          className="text-xs text-gray-400 hover:text-gray-600 transition-colors"
-        >
-          Cancel
-        </button>
-      </div>
-
-      {/* Date picker */}
-      <div className="flex items-center gap-2">
-        <label className="text-xs font-medium text-gray-600 shrink-0">
-          Order date
-        </label>
-        <input
-          type="date"
-          value={orderedAt}
-          onChange={(e) => setOrderedAt(e.target.value)}
-          data-testid="pibi-order-date-input"
-          className="rounded-lg border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
-        />
-      </div>
-
-      {/* Measure checkboxes */}
-      <div className="space-y-1 max-h-64 overflow-y-auto">
-        {/* In-scope measures first */}
-        {MEASURE_NAMES.filter((m) => inScope.has(m)).length > 0 && (
-          <p className="text-[10px] font-semibold text-gray-400 uppercase tracking-wider pb-1">
-            In scope
-          </p>
-        )}
-        {MEASURE_NAMES.filter((m) => inScope.has(m)).map((measure) => (
-          <label
-            key={measure}
-            className="flex items-center gap-2.5 px-2 py-1.5 rounded-lg cursor-pointer hover:bg-white/60 transition-colors"
-          >
-            <input
-              type="checkbox"
-              checked={checked.has(measure)}
-              onChange={() => toggle(measure)}
-              data-testid={`pibi-measure-checkbox-${measure}`}
-              className="rounded accent-brandblue"
-            />
-            <span className="text-xs text-gray-800">{measure}</span>
-            <MeasureScopeBadge
-              measure={measure}
-              approvedMeasures={approvedMeasures}
-              proposedMeasures={proposedMeasures}
-            />
-          </label>
-        ))}
-
-        {/* Out-of-scope measures */}
-        {MEASURE_NAMES.filter((m) => !inScope.has(m)).length > 0 && (
-          <p className="text-[10px] font-semibold text-gray-400 uppercase tracking-wider pt-2 pb-1">
-            Other measures
-          </p>
-        )}
-        {MEASURE_NAMES.filter((m) => !inScope.has(m)).map((measure) => (
-          <label
-            key={measure}
-            className="flex items-center gap-2.5 px-2 py-1.5 rounded-lg cursor-pointer hover:bg-white/60 transition-colors"
-          >
-            <input
-              type="checkbox"
-              checked={checked.has(measure)}
-              onChange={() => toggle(measure)}
-              data-testid={`pibi-measure-checkbox-${measure}`}
-              className="rounded accent-brandblue"
-            />
-            <span className="text-xs text-gray-500">{measure}</span>
-          </label>
-        ))}
-      </div>
-
-      {error && (
-        <p className="text-xs text-red-600 bg-red-50 px-3 py-2 rounded-lg">{error}</p>
-      )}
-
-      <div className="flex gap-2">
-        <button
-          onClick={handleSubmit}
-          disabled={submitting || checked.size === 0}
-          data-testid="pibi-submit-button"
-          className="text-xs font-medium px-4 py-2 rounded-lg bg-brandblue text-white hover:bg-brandmidblue disabled:opacity-50 transition-colors"
-        >
-          {submitting ? "Logging…" : `Log ${checked.size > 0 ? checked.size : ""} PIBI${checked.size !== 1 ? "s" : ""}`}
-        </button>
-        <button
-          onClick={onCancel}
-          disabled={submitting}
-          className="text-xs font-medium px-4 py-2 rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 disabled:opacity-50 transition-colors"
-        >
-          Cancel
-        </button>
-      </div>
-    </div>
-  );
-}
-
-// ── Main section ──────────────────────────────────────────────────────────────
-
-interface PibiSectionProps {
+export interface PibiSectionProps {
   dealId: string;
   portfolioId: string;
   proposedMeasures: string[];
@@ -522,7 +241,25 @@ export function PibiSection({
   canEdit,
 }: PibiSectionProps) {
   const queryClient = useQueryClient();
-  const [showForm, setShowForm] = useState(false);
+
+  // 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],
@@ -536,7 +273,10 @@ export function PibiSection({
     staleTime: 30_000,
   });
 
-  const { data: measureData } = useQuery<{ approvedMeasures: string[]; instructedMeasures: string[] }>({
+  const { data: measureData } = useQuery<{
+    approvedMeasures: string[];
+    instructedMeasures: string[];
+  }>({
     queryKey: ["pibiMeasures", portfolioId, dealId],
     queryFn: async () => {
       const res = await fetch(
@@ -549,19 +289,251 @@ export function PibiSection({
   });
 
   const approvedMeasures = useMemo(
-    () => [...(measureData?.approvedMeasures ?? []), ...(measureData?.instructedMeasures ?? [])],
+    () => [
+      ...(measureData?.approvedMeasures ?? []),
+      ...(measureData?.instructedMeasures ?? []),
+    ],
     [measureData],
   );
 
-  const batches = useMemo(
-    () => groupByBatch(data?.pibiRequests ?? []),
-    [data],
+  // ── 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 },
+        }));
+      }
+    },
+    [],
   );
 
-  function invalidate() {
-    void queryClient.invalidateQueries({ queryKey: ["pibiRequests", portfolioId, dealId] });
+  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;
+        });
+      }
+    },
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    [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;
+        });
+      }
+    },
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    [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">
@@ -570,44 +542,45 @@ export function PibiSection({
     );
   }
 
+  const hasIncomplete = tableRows.some((r) => !r.isNew && !r.completedAt);
+
   return (
     <div className="space-y-3" data-testid="pibi-section">
-      {/* Header row */}
-      <div className="flex items-center justify-between">
-        <span className="text-xs font-semibold text-gray-700">PIBI Requests</span>
-        {canEdit && !showForm && (
+      {/* Header actions */}
+      <div className="flex items-center gap-2">
+        {canEdit && hasIncomplete && (
           <button
-            onClick={() => setShowForm(true)}
-            data-testid="log-pibi-button"
-            className="text-xs font-medium px-3 py-1.5 rounded-lg bg-brandblue text-white hover:bg-brandmidblue transition-colors"
+            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"
           >
-            + Log PIBI
+            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>
 
-      {/* Log form */}
-      {showForm && (
-        <LogPibiForm
-          portfolioId={portfolioId}
-          dealId={dealId}
-          approvedMeasures={approvedMeasures}
-          proposedMeasures={proposedMeasures}
-          onSuccess={() => { setShowForm(false); invalidate(); }}
-          onCancel={() => setShowForm(false)}
-        />
-      )}
-
       {/* Empty state */}
-      {batches.length === 0 && !showForm && (
+      {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>
+          <p className="text-xs text-gray-400 font-medium">
+            No PIBIs logged yet
+          </p>
           {canEdit && (
             <button
-              onClick={() => setShowForm(true)}
+              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
@@ -616,19 +589,55 @@ export function PibiSection({
         </div>
       )}
 
-      {/* PIBI batch table(s) */}
-      {batches.map((batch) => (
-        <PibiBatchGroup
-          key={batch.orderedAt}
-          batch={batch}
-          portfolioId={portfolioId}
-          dealId={dealId}
-          approvedMeasures={approvedMeasures}
-          proposedMeasures={proposedMeasures}
-          canEdit={canEdit}
-          onMutated={invalidate}
-        />
-      ))}
+      {/* Table */}
+      {tableRows.length > 0 && (
+        <div className="rounded-xl border border-gray-100 overflow-hidden">
+          <table className="w-full text-xs">
+            <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-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider"
+                    >
+                      {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-3 py-2">
+                      {flexRender(
+                        cell.column.columnDef.cell,
+                        cell.getContext(),
+                      )}
+                    </td>
+                  ))}
+                </tr>
+              ))}
+            </tbody>
+          </table>
+        </div>
+      )}
     </div>
   );
 }
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
index 7e0fc39..7bc9396 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -28,14 +28,13 @@ import {
   MeasureApprovalEditor,
   InstructMeasureEditor,
   ApprovalLogSection,
-  PibiDatesEditor,
-  PibiMeasureSelector,
   SurveyRequestSection,
   RemovalRequestSection,
   SectionHeader,
   SECTION_TITLES,
   WRITE_ROLES,
 } from "../PropertyDetailDrawer";
+import { PibiSection } from "../PibiSection";
 
 type Tab = "works" | "pibi-surveys" | "documents";
 const VALID_TABS: Tab[] = ["works", "pibi-surveys", "documents"];
@@ -84,8 +83,6 @@ export default function DealPage({
   const technicalApprovedMeasures = parseMeasures(
     deal.technicalApprovedMeasuresForInstall ?? null,
   );
-  const pibiMeasures = parseMeasures(deal.measuresForPibiOrdered ?? null);
-
   const isApprover = userCapability.includes("approver");
   const canWrite = WRITE_ROLES.includes(userRole);
   const stageColors = STAGE_COLORS[deal.displayStage] ?? STAGE_COLORS["Unknown Stage"];
@@ -308,43 +305,12 @@ export default function DealPage({
             >
               <div>
                 <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
-                <div className="space-y-3">
-                  <PibiDatesEditor
-                    dealId={deal.dealId}
-                    portfolioId={portfolioId}
-                    initialOrderDate={deal.pibiOrderDate}
-                    initialCompletedDate={deal.pibiCompletedDate}
-                    canEdit={canWrite}
-                  />
-                  {isApprover ? (
-                    <PibiMeasureSelector
-                      dealId={deal.dealId}
-                      portfolioId={portfolioId}
-                      proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
-                      canEdit
-                    />
-                  ) : (
-                    pibiMeasures.length > 0 && (
-                      <div className="divide-y divide-gray-50">
-                        <InfoRow
-                          label="Measures for PIBI"
-                          value={
-                            <span className="flex flex-wrap gap-1.5">
-                              {pibiMeasures.map((m) => (
-                                <span
-                                  key={m}
-                                  className="px-2 py-0.5 rounded-full text-[11px] bg-gray-50 border border-gray-200 text-gray-600"
-                                >
-                                  {m}
-                                </span>
-                              ))}
-                            </span>
-                          }
-                        />
-                      </div>
-                    )
-                  )}
-                </div>
+                <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">

From 191310ebc476e8d384a89a76d70cced24c6e5047 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 11:48:12 +0000
Subject: [PATCH 104/147] fixing build error

---
 .../[slug]/(portfolio)/your-projects/live/PibiSection.tsx      | 3 ---
 1 file changed, 3 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
index 1dac39b..1f49aa8 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
@@ -20,7 +20,6 @@ import type { PibiRow } from "@/app/lib/pibiSectionHelpers";
 // ── TableMeta augmentation ────────────────────────────────────────────────────
 
 declare module "@tanstack/react-table" {
-  // eslint-disable-next-line @typescript-eslint/no-unused-vars
   interface TableMeta<TData extends RowData> {
     pibi?: PibiTableMeta;
   }
@@ -436,7 +435,6 @@ export function PibiSection({
         });
       }
     },
-    // eslint-disable-next-line react-hooks/exhaustive-deps
     [tableRows, dealId, portfolioId, queryClient],
   );
 
@@ -480,7 +478,6 @@ export function PibiSection({
         });
       }
     },
-    // eslint-disable-next-line react-hooks/exhaustive-deps
     [tableRows, dealId, portfolioId, queryClient],
   );
 

From 456ca454a64236449de2022a555f9ab14c1f3fd2 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 12:07:46 +0000
Subject: [PATCH 105/147] fixing layout

---
 .../your-projects/live/PibiSection.tsx        | 44 +++++++++++++------
 .../your-projects/live/[dealId]/DealPage.tsx  |  6 +--
 .../your-projects/live/[dealId]/page.tsx      |  2 +-
 3 files changed, 35 insertions(+), 17 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
index 1f49aa8..b6bdcdc 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
@@ -16,6 +16,12 @@ import {
   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 ────────────────────────────────────────────────────
 
@@ -78,16 +84,26 @@ function ScopeBadge({
 }) {
   if (approved.includes(measure)) {
     return (
-      <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">
-        Approved
-      </span>
+      <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 (
-      <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">
-        Proposed
-      </span>
+      <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;
@@ -113,7 +129,7 @@ const COLUMNS = [
               }
               disabled={r.isSaving}
               data-testid={`pibi-measure-select-${r.id}`}
-              className="rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40 max-w-[160px]"
+              className="rounded border border-gray-200 px-1.5 py-0.5 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40 w-[130px]"
             >
               {MEASURE_NAMES.map((m) => (
                 <option key={m} value={m}>
@@ -155,7 +171,7 @@ const COLUMNS = [
           }
           disabled={r.isSaving}
           data-testid={`pibi-ordered-date-${r.id}`}
-          className="rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
+          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]"
         />
       );
     },
@@ -184,7 +200,7 @@ const COLUMNS = [
           }
           disabled={r.isSaving}
           data-testid={`pibi-completed-date-${r.id}`}
-          className="rounded border border-gray-200 px-2 py-1 text-xs text-gray-800 focus:outline-none focus:ring-1 focus:ring-brandblue/40"
+          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]"
         />
       );
     },
@@ -542,6 +558,7 @@ export function PibiSection({
   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">
@@ -588,8 +605,8 @@ export function PibiSection({
 
       {/* Table */}
       {tableRows.length > 0 && (
-        <div className="rounded-xl border border-gray-100 overflow-hidden">
-          <table className="w-full text-xs">
+        <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
@@ -599,7 +616,7 @@ export function PibiSection({
                   {hg.headers.map((h) => (
                     <th
                       key={h.id}
-                      className="px-3 py-1.5 text-left text-[10px] font-semibold text-gray-400 uppercase tracking-wider"
+                      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,
@@ -622,7 +639,7 @@ export function PibiSection({
                   }
                 >
                   {row.getVisibleCells().map((cell) => (
-                    <td key={cell.id} className="px-3 py-2">
+                    <td key={cell.id} className="px-2 py-1.5">
                       {flexRender(
                         cell.column.columnDef.cell,
                         cell.getContext(),
@@ -636,5 +653,6 @@ export function PibiSection({
         </div>
       )}
     </div>
+    </TooltipProvider>
   );
 }
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
index 7bc9396..98054aa 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -92,7 +92,7 @@ export default function DealPage({
       <div className="grid grid-cols-12 gap-6">
 
         {/* ── Left Sidebar: Property Info ─────────────────────────── */}
-        <aside className="col-span-12 lg:col-span-3 space-y-5">
+        <aside className="col-span-12 lg:col-span-2 space-y-5">
           <div className="bg-white rounded-xl border border-gray-200 shadow-sm p-5 space-y-5">
 
             {/* Header info */}
@@ -209,7 +209,7 @@ export default function DealPage({
         </aside>
 
         {/* ── Center: Tabs ─────────────────────────────────────────── */}
-        <section className="col-span-12 lg:col-span-6 space-y-4">
+        <section className="col-span-12 lg:col-span-8 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) => (
@@ -401,7 +401,7 @@ export default function DealPage({
         </section>
 
         {/* ── Right Sidebar: Actions ───────────────────────────────── */}
-        <aside className="col-span-12 lg:col-span-3 space-y-4">
+        <aside className="col-span-12 lg:col-span-2 space-y-4">
 
           {/* Removal state badge */}
           {removalState !== "none" && (
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
index bce8d22..56c898b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
@@ -335,7 +335,7 @@ export default async function DealDetailPage(props: {
   };
 
   return (
-    <div className="max-w-7xl mx-auto px-6 pb-10 space-y-4">
+    <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

From feae34ac152d8c34d6a3ae040a8138e8268b865b Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 12:11:34 +0000
Subject: [PATCH 106/147] changing layout

---
 .../(portfolio)/your-projects/live/[dealId]/DealPage.tsx      | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

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
index 98054aa..87b96e1 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -92,7 +92,7 @@ export default function DealPage({
       <div className="grid grid-cols-12 gap-6">
 
         {/* ── Left Sidebar: Property Info ─────────────────────────── */}
-        <aside className="col-span-12 lg:col-span-2 space-y-5">
+        <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 */}
@@ -209,7 +209,7 @@ export default function DealPage({
         </aside>
 
         {/* ── Center: Tabs ─────────────────────────────────────────── */}
-        <section className="col-span-12 lg:col-span-8 space-y-4">
+        <section className="col-span-12 lg:col-span-7 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) => (

From 49519a8d8237391c9bf90bf02425baa40ae52f81 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 12:14:47 +0000
Subject: [PATCH 107/147] changing layout

---
 .../(portfolio)/your-projects/live/[dealId]/DealPage.tsx      | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

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
index 87b96e1..7bc9396 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -209,7 +209,7 @@ export default function DealPage({
         </aside>
 
         {/* ── Center: Tabs ─────────────────────────────────────────── */}
-        <section className="col-span-12 lg:col-span-7 space-y-4">
+        <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) => (
@@ -401,7 +401,7 @@ export default function DealPage({
         </section>
 
         {/* ── Right Sidebar: Actions ───────────────────────────────── */}
-        <aside className="col-span-12 lg:col-span-2 space-y-4">
+        <aside className="col-span-12 lg:col-span-3 space-y-4">
 
           {/* Removal state badge */}
           {removalState !== "none" && (

From 5f0617b691e632eae35e3f3a3e7825bdf3bf10b5 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 12:32:20 +0000
Subject: [PATCH 108/147] adding multi organisation connect

---
 .../[portfolioId]/organisation/route.test.ts  | 181 ++++++++++++++++++
 .../[portfolioId]/organisation/route.ts       |  82 ++++----
 src/app/db/schema/portfolio_organisation.ts   |   9 +-
 .../settings/OrganisationLinkCard.tsx         | 181 ++++++++----------
 .../(portfolio)/your-projects/live/page.tsx   |  13 +-
 5 files changed, 321 insertions(+), 145 deletions(-)
 create mode 100644 src/app/api/portfolio/[portfolioId]/organisation/route.test.ts

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/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/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/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
index d7c31bf..48d8631 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -101,13 +101,12 @@ 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);
+    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)));
 
   const pageHeader = (
     <div className="mb-6">
@@ -119,7 +118,9 @@ 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}
@@ -141,8 +142,6 @@ export default async function LiveReportingPage(props: {
     );
   }
 
-  const companyId = link[0].hubspotCompanyId;
-
   const rawDeals = await db
     .select({
       deal: hubspotDealData,
@@ -152,7 +151,7 @@ export default async function LiveReportingPage(props: {
     .from(hubspotDealData)
     .leftJoin(coordinatorUser, eq(hubspotDealData.coordinator, coordinatorUser.hubspotOwnerId))
     .leftJoin(designerUser, eq(hubspotDealData.designer, designerUser.hubspotOwnerId))
-    .where(eq(hubspotDealData.companyId, companyId));
+    .where(inArray(hubspotDealData.companyId, companyIds));
 
   const deals = rawDeals.map(mapDbRowToHubspotDeal);
   const trackerData = computeLiveTrackerData(deals);

From 7b45aa669db97360eba4edd0ed8355086f0e2ca5 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 17:06:40 +0000
Subject: [PATCH 109/147] adding index to allow multiple organidations to be
 mapped to a project

---
 src/app/db/migrations/0197_bumpy_firebird.sql |    2 +
 src/app/db/migrations/meta/0197_snapshot.json | 9381 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |   14 +
 3 files changed, 9397 insertions(+)
 create mode 100644 src/app/db/migrations/0197_bumpy_firebird.sql
 create mode 100644 src/app/db/migrations/meta/0197_snapshot.json

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/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",
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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
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+        },
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+        },
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+    },
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+      "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 0f9de0f..f54e44f 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1373,6 +1373,20 @@
       "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
     }
   ]
 }
\ No newline at end of file

From 4357ae98028b1887ea3aa368867225fbd81bace2 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 18:13:17 +0000
Subject: [PATCH 110/147] add schema files and migration 0198 for
 magic_plan_uid

---
 .../migrations/0198_panoramic_triathlon.sql   |    1 +
 src/app/db/migrations/meta/0198_snapshot.json | 9387 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    9 +-
 src/app/db/schema/magic_plan/plan.ts          |    1 +
 src/app/db/schema/pibi_requests.ts            |   37 +
 src/app/db/schema/portfolio_organisation.ts   |    9 +-
 src/app/db/schema/survey_requests.ts          |    1 +
 7 files changed, 9440 insertions(+), 5 deletions(-)
 create mode 100644 src/app/db/migrations/0198_panoramic_triathlon.sql
 create mode 100644 src/app/db/migrations/meta/0198_snapshot.json
 create mode 100644 src/app/db/schema/pibi_requests.ts

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/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": {
+          "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",
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+        },
+        "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": {},
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+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.hubspot_deal_data": {
+      "name": "hubspot_deal_data",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
+        },
+        "deal_id": {
+          "name": "deal_id",
+          "type": "text",
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+          "notNull": true
+        },
+        "dealname": {
+          "name": "dealname",
+          "type": "text",
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+          "notNull": false
+        },
+        "dealstage": {
+          "name": "dealstage",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "company_id",
+          "type": "text",
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+          "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",
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+          "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",
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+          "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_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()"
+        }
+      },
+      "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": {
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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,
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+          "notNull": true
+        },
+        "survey_id": {
+          "name": "survey_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "title": {
+          "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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+          "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",
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+          "primaryKey": false,
+          "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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+          "notNull": false
+        },
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+          "name": "year_built",
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+          "primaryKey": false,
+          "notNull": false
+        },
+        "tenure": {
+          "name": "tenure",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "current_epc_rating",
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+          "notNull": false
+        },
+        "current_sap_points": {
+          "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,
+          "default": false
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+          "notNull": false
+        },
+        "lodged_sap_points": {
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+          "notNull": false
+        },
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+          "name": "lodged_epc_rating",
+          "type": "epc",
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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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+          "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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+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
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+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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+        },
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+          "name": "full_address",
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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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+          "notNull": false
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+          "type": "real",
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+          "type": "text",
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+          "notNull": false
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+        },
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+        },
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+          "name": "windows",
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+        },
+        "heating": {
+          "name": "heating",
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+        },
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+        },
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+          "name": "lighting",
+          "type": "text",
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+        },
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+          "name": "lighting_rating",
+          "type": "smallint",
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+        },
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+          "name": "mainfuel",
+          "type": "text",
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+        },
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+          "name": "ventilation",
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+          "notNull": false
+        },
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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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+          "name": "heat_loss_corridor",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "unheated_corridor_length",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "number_of_storeys",
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+          "notNull": false
+        },
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+          "name": "mains_gas",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_tariff",
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+        },
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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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+          "notNull": false
+        },
+        "current_energy_demand_heating_hotwater": {
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+          "notNull": false
+        },
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+          "default": false
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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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+          "name": "hot_water_cost_current",
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+          "notNull": false
+        },
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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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "electricity_standing_charge": {
+          "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
+        },
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+          "name": "lodged_co2_emissions",
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+          "notNull": false
+        },
+        "lodged_heat_demand": {
+          "name": "lodged_heat_demand",
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+          "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",
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+          "notNull": false
+        }
+      },
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+              "nulls": "last"
+            },
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+          "method": "btree",
+          "with": {}
+        }
+      },
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+            "property_id"
+          ],
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+        },
+        "property_details_epc_portfolio_id_portfolio_id_fk": {
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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"
+        }
+      },
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+      "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
+        }
+      },
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+    },
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+      "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,
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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"
+      ]
+    },
+    "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 7fc74a1..de9ef8d 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1387,6 +1387,13 @@
       "when": 1778157212969,
       "tag": "0197_bumpy_firebird",
       "breakpoints": true
+    },
+    {
+      "idx": 198,
+      "version": "7",
+      "when": 1778176651140,
+      "tag": "0198_panoramic_triathlon",
+      "breakpoints": true
     }
   ]
-}
+}
\ 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
index 186f37f..f604552 100644
--- a/src/app/db/schema/magic_plan/plan.ts
+++ b/src/app/db/schema/magic_plan/plan.ts
@@ -7,5 +7,6 @@ export const magicPlanPlan = pgTable(
     name:       text("name"),
     address:    text("address"),
     postcode:   text("postcode"),
+    magicPlanUid: text("magic_plan_uid"),
   },
 );
\ 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/survey_requests.ts b/src/app/db/schema/survey_requests.ts
index 815d18f..8fbf6c4 100644
--- a/src/app/db/schema/survey_requests.ts
+++ b/src/app/db/schema/survey_requests.ts
@@ -22,6 +22,7 @@ export const surveyRequests = pgTable(
       .references(() => portfolio.id),
     // Free-text notes from the requester describing what survey is needed.
     notes: text("notes").notNull(),
+    surveyType: text("survey_type"),
     // 'pending' | 'fulfilled'
     status: text("status").notNull().default("pending"),
     requestedBy: bigint("requested_by", { mode: "bigint" })

From 9118f9202be95e62c2f7459a461aa8590386d6f1 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 20:08:04 +0000
Subject: [PATCH 111/147] fixing multi company bug

---
 .../your-projects/live/[dealId]/page.test.ts  | 265 ++++++++++++++++++
 .../your-projects/live/[dealId]/page.tsx      |  15 +-
 vitest.config.ts                              |   3 +
 3 files changed, 276 insertions(+), 7 deletions(-)
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.test.ts

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
index 56c898b..79a50c6 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
@@ -109,22 +109,23 @@ export default async function DealDetailPage(props: {
     redirect("/");
   }
 
-  const link = await db
+  const links = await db
     .select({ hubspotCompanyId: organisation.hubspotCompanyId })
     .from(portfolioOrganisation)
     .innerJoin(
       organisation,
       eq(portfolioOrganisation.organisationId, organisation.id),
     )
-    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)))
-    .limit(1);
+    .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId)));
 
-  if (!link.length || !link[0].hubspotCompanyId) {
+  const companyIds = links
+    .map((l) => l.hubspotCompanyId)
+    .filter((id): id is string => !!id);
+
+  if (companyIds.length === 0) {
     redirect(`/portfolio/${portfolioId}/your-projects/live`);
   }
 
-  const companyId = link[0].hubspotCompanyId;
-
   const rawDeals = await db
     .select({
       deal: hubspotDealData,
@@ -142,7 +143,7 @@ export default async function DealDetailPage(props: {
     )
     .where(
       and(
-        eq(hubspotDealData.companyId, companyId),
+        inArray(hubspotDealData.companyId, companyIds),
         eq(hubspotDealData.dealId, dealId),
       ),
     )
diff --git a/vitest.config.ts b/vitest.config.ts
index 950c2d2..ede31fe 100644
--- a/vitest.config.ts
+++ b/vitest.config.ts
@@ -2,6 +2,9 @@ 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"],

From 49adf11a4e192a881370b8a2903bb2818b78b3bf Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 20:50:27 +0000
Subject: [PATCH 112/147] added stubbed activity log

---
 .../your-projects/live/ActivityLog.tsx        | 82 +++++++++++++++++++
 .../your-projects/live/MeasuresTable.tsx      | 81 +-----------------
 .../live/PropertyDetailDrawer.tsx             |  9 +-
 3 files changed, 85 insertions(+), 87 deletions(-)
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx

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..c43e2e1
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx
@@ -0,0 +1,82 @@
+"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="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>
+  );
+}
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 b25dd5d..89fc210 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
@@ -2,7 +2,6 @@
 
 import React, { useMemo, useState } from "react";
 import { useRouter } from "next/navigation";
-import { useQuery } from "@tanstack/react-query";
 import {
   Table,
   TableBody,
@@ -17,16 +16,7 @@ import { Search, ChevronDown, ChevronRight } from "lucide-react";
 import { STAGE_COLORS } from "./types";
 import type { ClassifiedDeal, ApprovalsByDeal } from "./types";
 import { parseMeasures } from "@/app/lib/parseMeasures";
-
-type AuditEvent = {
-  id: string;
-  hubspotDealId: string;
-  measureName: string;
-  action: string; // 'approved' | 'unapproved'
-  actedByEmail: string;
-  actedByName: string | null;
-  actedAt: string; // ISO string
-};
+import { ActivityLog } from "./ActivityLog";
 
 type Props = {
   data: ClassifiedDeal[];
@@ -66,75 +56,6 @@ 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",
-  });
-}
-
-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="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>
-  );
-}
-
 export default function MeasuresTable({
   data,
   approvalsByDeal,
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 4f90bb7..469e037 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1,5 +1,6 @@
 "use client";
 
+import { ActivityLog } from "./ActivityLog";
 import { useEffect, useMemo, useState } from "react";
 import { useQuery, useQueryClient } from "@tanstack/react-query";
 import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw, Loader2 } from "lucide-react";
@@ -516,13 +517,7 @@ export function SurveyRequestSection({
   );
 }
 
-// -----------------------------------------------------------------------
-// Approval log placeholder (expand into a real implementation as needed)
-// -----------------------------------------------------------------------
-export function ApprovalLogSection({ dealId, portfolioId }: { dealId: string; portfolioId: string }) {
-  void dealId; void portfolioId;
-  return <p className="text-xs text-gray-400">No approvals recorded.</p>;
-}
+export const ApprovalLogSection = ActivityLog;
 
 function formatDateTime(d: string | Date | null | undefined): string {
   if (!d) return "";

From 43e3d0b8f3c2923adc33f3b3d5c63b83492790b8 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 21:05:55 +0000
Subject: [PATCH 113/147] making activity log scrollable

---
 .../your-projects/live/ActivityLog.tsx        | 47 ++++++++++---------
 1 file changed, 26 insertions(+), 21 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx
index c43e2e1..52e0099 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ActivityLog.tsx
@@ -56,27 +56,32 @@ export function ActivityLog({
   }
 
   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>
-      ))}
+    <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>
   );
 }

From 5eced11db1485e1c3eb3f310f55c2c2e149284aa Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 21:09:28 +0000
Subject: [PATCH 114/147] reverse order of activity log

---
 src/app/api/portfolio/[portfolioId]/approvals/route.ts | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

diff --git a/src/app/api/portfolio/[portfolioId]/approvals/route.ts b/src/app/api/portfolio/[portfolioId]/approvals/route.ts
index 90bc7b4..145ebb1 100644
--- a/src/app/api/portfolio/[portfolioId]/approvals/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts
@@ -6,7 +6,7 @@ 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";
@@ -106,7 +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(),

From 1c764a77b4cb2a5936a350b53c9fc18818a22e86 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Thu, 7 May 2026 21:37:08 +0000
Subject: [PATCH 115/147] fixed datetie for hs

---
 src/app/lib/hubspot/dealSync.ts | 8 +++++++-
 1 file changed, 7 insertions(+), 1 deletion(-)

diff --git a/src/app/lib/hubspot/dealSync.ts b/src/app/lib/hubspot/dealSync.ts
index 26a0497..dbf0396 100644
--- a/src/app/lib/hubspot/dealSync.ts
+++ b/src/app/lib/hubspot/dealSync.ts
@@ -195,7 +195,13 @@ export async function syncSurveyRequestToHubSpot(params: {
     await client.crm.deals.basicApi.update(params.hubspotDealId, {
       properties: {
         osmosis_survey_required: params.surveyType,
-        osmosis_survey_date: params.requestedAt.toISOString(),
+        osmosis_survey_date: String(
+          Date.UTC(
+            params.requestedAt.getUTCFullYear(),
+            params.requestedAt.getUTCMonth(),
+            params.requestedAt.getUTCDate()
+          )
+        ),
       },
     });
     return { ok: true };

From 5154b665ef6a4d705240a7e56dc4ec0a708ed265 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 8 May 2026 09:02:21 +0000
Subject: [PATCH 116/147] added tests for pre sap ui with removed duplication

---
 .../live/PropertyDetailDrawer.tsx             | 19 ++++++----
 .../your-projects/live/[dealId]/DealPage.tsx  | 35 ++++++-------------
 src/app/utils.ts                              | 11 ++++++
 3 files changed, 33 insertions(+), 32 deletions(-)

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 469e037..4f9f1c4 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1740,13 +1740,18 @@ export default function PropertyDetailDrawer({
                       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>
+                          ? (() => {
+                              const num = parseInt(deal.preSapScore.replace(/^[A-Za-z]+/, ""), 10);
+                              return (
+                                <span className={`font-semibold px-1.5 py-0.5 rounded text-xs ${
+                                  num < 30
+                                    ? "text-red-600 bg-red-50"
+                                    : num < 50
+                                      ? "text-amber-700 bg-amber-50"
+                                      : "text-emerald-700 bg-emerald-50"
+                                }`}>{deal.preSapScore}</span>
+                              );
+                            })()
                           : null
                       }
                     />
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
index 7bc9396..0a101dc 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -15,7 +15,7 @@ import {
   TooltipTrigger,
 } from "@/app/shadcn_components/ui/tooltip";
 import { AlertTriangle, ChevronRight, ChevronDown } from "lucide-react";
-import { sapToEpc } from "@/app/utils";
+import { sapToEpc, getEpcAccentClasses, parsePreSap } from "@/app/utils";
 import { parseMeasures } from "@/app/lib/parseMeasures";
 import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
 import type { ClassifiedDeal, PortfolioCapabilityType, DocStatus, EffectiveRemovalState } from "../types";
@@ -78,7 +78,7 @@ export default function DealPage({
     router.replace(`?tab=${tab}`, { scroll: false });
   };
 
-  const epcCurrent = sapToEpc(deal.preSapScore != null ? Number(deal.preSapScore) : null);
+  const parsedPreSap = parsePreSap(deal.preSapScore);
   const epcPotential = sapToEpc(deal.epcSapScorePotential != null ? Number(deal.epcSapScorePotential) : null);
   const technicalApprovedMeasures = parseMeasures(
     deal.technicalApprovedMeasuresForInstall ?? null,
@@ -134,14 +134,17 @@ export default function DealPage({
                 Energy Performance
               </p>
               <div className="flex items-baseline gap-2">
-                <span className="text-2xl font-black text-brandblue">{epcCurrent}</span>
-                {epcPotential !== "Unknown" && epcPotential !== epcCurrent && (
+                {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>
-              {deal.preSapScore !== null && deal.preSapScore !== undefined && (
-                <p className="text-xs text-gray-500">SAP: {deal.preSapScore}</p>
-              )}
             </div>
 
             {/* Key details */}
@@ -160,24 +163,6 @@ export default function DealPage({
               <InfoRow label="Lodgement Status" value={deal.lodgementStatus} />
               <InfoRow label="Measures Lodged" value={formatDate(deal.measuresLodgementDate)} />
               <InfoRow label="Full Lodgement" value={formatDate(deal.fullLodgementDate)} />
-              <InfoRow
-                label="Pre-SAP"
-                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
-                }
-              />
             </div>
 
             {/* Survey info */}
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);

From e2b7bc9d9312329ef1dcdf60e8f084cead2cc1d6 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 8 May 2026 10:45:40 +0000
Subject: [PATCH 117/147] moving the documents ui to the deal page view

---
 .../live/PropertyDocumentsContent.tsx         | 398 +++++++++++++++++
 .../your-projects/live/PropertyDrawer.tsx     | 411 +-----------------
 .../your-projects/live/[dealId]/DealPage.tsx  |  86 ++--
 .../live/propertyDocuments.test.ts            | 137 ++++++
 .../your-projects/live/propertyDocuments.ts   |  28 ++
 src/app/utils.test.ts                         |  37 ++
 6 files changed, 643 insertions(+), 454 deletions(-)
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyDocuments.test.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyDocuments.ts
 create mode 100644 src/app/utils.test.ts

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..6c6d2bb
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
@@ -0,0 +1,398 @@
+"use client";
+
+import { useState } from "react";
+import { useMutation } from "@tanstack/react-query";
+import { motion, AnimatePresence } from "framer-motion";
+import {
+  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 { 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));
+
+                    return (
+                      <div key={mp.measureName} className="rounded-xl border border-gray-100 bg-gray-50/40 overflow-hidden">
+                        <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">
+                          {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="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 ? (
+                <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/[dealId]/DealPage.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
index 0a101dc..a55dc46 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -1,6 +1,7 @@
 "use client";
 
 import { useState } from "react";
+import { useQuery } from "@tanstack/react-query";
 import { useSearchParams, useRouter } from "next/navigation";
 import {
   Dialog,
@@ -18,7 +19,8 @@ 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 } from "../types";
+import type { ClassifiedDeal, PortfolioCapabilityType, DocStatus, EffectiveRemovalState, PropertyDocument } from "../types";
+import PropertyDocumentsContent from "../PropertyDocumentsContent";
 import { STAGE_COLORS } from "../types";
 import {
   InfoRow,
@@ -78,6 +80,20 @@ export default function DealPage({
     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(
@@ -322,64 +338,18 @@ export default function DealPage({
 
             {/* ── Documents ── */}
             <div
-              className={`p-5 space-y-4 ${activeTab === "documents" ? "block" : "hidden"}`}
+              className={`p-5 ${activeTab === "documents" ? "block" : "hidden"}`}
             >
-              <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400">
-                Documents
-              </h3>
-              {docStatus.hasSurveyDocs || docStatus.hasInstallDocs ? (
-                <div className="space-y-3">
-                  <div className="flex items-center gap-2">
-                    <span
-                      className={`w-2 h-2 rounded-full ${docStatus.isSurveyComplete ? "bg-emerald-500" : docStatus.hasSurveyDocs ? "bg-amber-400" : "bg-gray-300"}`}
-                    />
-                    <span className="text-sm text-gray-700">
-                      Survey docs:{" "}
-                      <span className="font-medium">
-                        {docStatus.isSurveyComplete
-                          ? "Complete"
-                          : docStatus.hasSurveyDocs
-                            ? `${docStatus.presentSurveyTypes.length} uploaded`
-                            : "None"}
-                      </span>
-                    </span>
-                  </div>
-                  <div className="flex items-center gap-2">
-                    <span
-                      className={`w-2 h-2 rounded-full ${docStatus.installStatus === "all" ? "bg-emerald-500" : docStatus.installStatus === "partial" || docStatus.installStatus === "hasDocs" ? "bg-amber-400" : "bg-gray-300"}`}
-                    />
-                    <span className="text-sm text-gray-700">
-                      Install docs:{" "}
-                      <span className="font-medium capitalize">
-                        {docStatus.installStatus === "none"
-                          ? "None"
-                          : docStatus.installStatus === "all"
-                            ? "Complete"
-                            : "Partial"}
-                      </span>
-                    </span>
-                  </div>
-                  {docStatus.measureProgress.length > 0 && (
-                    <div className="space-y-2 mt-2">
-                      {docStatus.measureProgress.map((mp) => (
-                        <div
-                          key={mp.measureName}
-                          className="flex items-center justify-between text-xs py-1.5 border-b border-gray-50 last:border-0"
-                        >
-                          <span className="text-gray-700">{mp.measureName}</span>
-                          <span
-                            className={`font-medium ${mp.isComplete ? "text-emerald-600" : "text-amber-600"}`}
-                          >
-                            {mp.uploadedCount}/{mp.requiredCount}
-                          </span>
-                        </div>
-                      ))}
-                    </div>
-                  )}
-                </div>
-              ) : (
-                <p className="text-sm text-gray-400">No documents uploaded yet.</p>
-              )}
+              <PropertyDocumentsContent
+                documents={documents}
+                isFetching={docsFetching}
+                isError={docsError}
+                docStatus={docStatus}
+                deal={deal}
+                portfolioId={portfolioId}
+                userCapability={userCapability}
+                approvedMeasures={approvedMeasures}
+              />
             </div>
 
           </div>
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/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" });
+  });
+});

From 2bff0357c68870e1d4b4ba58d43c78bb27a575c8 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 8 May 2026 10:59:36 +0000
Subject: [PATCH 118/147] added missing approvedMeasures

---
 .../[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx  | 1 +
 1 file changed, 1 insertion(+)

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
index a55dc46..6dda572 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -63,6 +63,7 @@ export default function DealPage({
   portfolioId,
   userRole,
   userCapability,
+  approvedMeasures,
   docStatus,
   removalState,
 }: DealPageProps) {

From 011c3ec2c1ed539dbdc2889834e99410e2d21015 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 8 May 2026 11:06:01 +0000
Subject: [PATCH 119/147] collapsed measures section

---
 .../live/PropertyDocumentsContent.tsx         | 26 +++++++++++++++----
 1 file changed, 21 insertions(+), 5 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
index 6c6d2bb..298fdf1 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
@@ -4,6 +4,7 @@ import { useState } from "react";
 import { useMutation } from "@tanstack/react-query";
 import { motion, AnimatePresence } from "framer-motion";
 import {
+  ChevronRight,
   FileDown,
   FileText,
   FileX,
@@ -161,6 +162,14 @@ export default function PropertyDocumentsContent({
   approvedMeasures,
 }: PropertyDocumentsContentProps) {
   const [uploadOpen, setUploadOpen] = useState(false);
+  const [openMeasures, setOpenMeasures] = useState<Set<string>>(new Set());
+
+  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);
@@ -291,10 +300,17 @@ export default function PropertyDocumentsContent({
                     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">
-                        <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>
+                        <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"
@@ -304,8 +320,8 @@ export default function PropertyDocumentsContent({
                           }`}>
                             {mp.uploadedCount} / {mp.requiredCount} docs
                           </span>
-                        </div>
-                        <div className="px-3 py-2.5 space-y-1.5">
+                        </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;
@@ -350,7 +366,7 @@ export default function PropertyDocumentsContent({
                                 <DownloadDocButton doc={doc} />
                               </div>
                             ))}
-                        </div>
+                        </div>}
                       </div>
                     );
                   })}

From 3793a55b440fcab6f6a7dc7dbb6fe89afe2259ff Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 8 May 2026 11:13:57 +0000
Subject: [PATCH 120/147] make other documents collapsible

---
 .../live/PropertyDocumentsContent.tsx         | 24 +++++++++++++++----
 1 file changed, 19 insertions(+), 5 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
index 298fdf1..102c2fb 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDocumentsContent.tsx
@@ -163,6 +163,7 @@ export default function PropertyDocumentsContent({
 }: 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) => {
@@ -376,11 +377,24 @@ export default function PropertyDocumentsContent({
                     const unassigned = getUnassignedInstallDocs(installDocs, docStatus.measureProgress);
                     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 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>
                     );
                   })()}

From 7bcac4f65ae7d6f8f0a631897f674933bff74f5f Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 8 May 2026 12:53:35 +0000
Subject: [PATCH 121/147] edited the pibi request ui

---
 .../your-projects/live/PibiSection.tsx        | 51 +++++++++++++++++--
 1 file changed, 46 insertions(+), 5 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
index b6bdcdc..5aa689a 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PibiSection.tsx
@@ -131,11 +131,52 @@ const COLUMNS = [
               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]"
             >
-              {MEASURE_NAMES.map((m) => (
-                <option key={m} value={m}>
-                  {m}
-                </option>
-              ))}
+              {(() => {
+                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>

From edcabea19956fd31dd691a52e248ef97ca94133a Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 8 May 2026 14:15:08 +0000
Subject: [PATCH 122/147] add magic plan file source and file type

---
 src/app/db/schema/uploaded_files.ts | 3 +++
 1 file changed, 3 insertions(+)

diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts
index 6925310..85c129b 100644
--- a/src/app/db/schema/uploaded_files.ts
+++ b/src/app/db/schema/uploaded_files.ts
@@ -47,6 +47,8 @@ export const fileType = pgEnum("file_type", [
   "installer_qualifications",
   "installer_feedback",
   "contractor_other",
+  // MagicPlan
+  "magic_plan_json"
 ]);
 
 export const fileSource = pgEnum("file_source", [
@@ -55,6 +57,7 @@ export const fileSource = pgEnum("file_source", [
   "hubspot",
   "ecmk",
   "contractor",
+  "magic_plan"
 ]);
 
 export const uploadedFiles = pgTable(

From 32dbb1898005650a50a7262cbc069d94c703c995 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 8 May 2026 14:15:39 +0000
Subject: [PATCH 123/147] migration files

---
 src/app/db/migrations/0199_rich_mandroid.sql  |    2 +
 src/app/db/migrations/meta/0199_snapshot.json | 9389 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 9398 insertions(+)
 create mode 100644 src/app/db/migrations/0199_rich_mandroid.sql
 create mode 100644 src/app/db/migrations/meta/0199_snapshot.json

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/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": {},
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+      "policies": {},
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+    },
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+      "name": "aspect_condition",
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+          "name": "id",
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+          "name": "quantity",
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+          "name": "install_date",
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+        "renewal_year": {
+          "name": "renewal_year",
+          "type": "integer",
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+        "comments": {
+          "name": "comments",
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+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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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",
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+        },
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+        },
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+        },
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+          "notNull": false
+        },
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+          "type": "text",
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+        },
+        "technical_approved_measures_for_install": {
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+        },
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+          "default": "now()"
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+    },
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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": "email",
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+        },
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+    },
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+          "type": "uuid",
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+          "default": "gen_random_uuid()"
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+          "default": "now()"
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+          "tableTo": "property",
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+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onDelete": "cascade",
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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"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+      },
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.energy_assessments": {
+      "name": "energy_assessments",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
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+        },
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+          "notNull": true
+        },
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+          "name": "uprn_source",
+          "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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+        },
+        "address2": {
+          "name": "address2",
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+        },
+        "address3": {
+          "name": "address3",
+          "type": "text",
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+          "notNull": false
+        },
+        "posttown": {
+          "name": "posttown",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "postcode": {
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.non_intrusive_survey_notes": {
+      "name": "non_intrusive_survey_notes",
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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": "title",
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+          "notNull": true
+        },
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+          "notNull": true
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+      "indexes": {},
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+          "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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+          "name": "id",
+          "type": "bigserial",
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+          "notNull": true
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+        },
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+          "name": "creation_status",
+          "type": "creation_status",
+          "typeSchema": "public",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "uprn",
+          "type": "bigint",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "status",
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+          "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
+        },
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+          "name": "user_inputted_address",
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+          "notNull": false
+        },
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+          "name": "user_inputted_postcode",
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+        },
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+          "notNull": false
+        },
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+          "name": "has_pre_condition_report",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "has_recommendations",
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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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+        "updated_at": {
+          "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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+          "notNull": false
+        },
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+        },
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+          "notNull": false
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+          "name": "current_valuation",
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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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+          "where": "\"property\".\"uprn\" IS NOT NULL",
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+          "method": "btree",
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+      },
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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",
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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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+        },
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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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+        },
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+        },
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+        },
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+          "name": "co2_emissions",
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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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+          "notNull": false
+        },
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+          "notNull": false
+        },
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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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+            },
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+          "method": "btree",
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+      },
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+          "tableTo": "property",
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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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+          "onUpdate": "no action"
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+      },
+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_meter": {
+      "name": "property_details_meter",
+      "schema": "",
+      "columns": {
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+          "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
+        },
+        "meter_reading_total": {
+          "name": "meter_reading_total",
+          "type": "real",
+          "primaryKey": false,
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+        },
+        "meter_reading_electricity": {
+          "name": "meter_reading_electricity",
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+          "primaryKey": false,
+          "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": "property_details_spatial",
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index de9ef8d..99ca8df 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1394,6 +1394,13 @@
       "when": 1778176651140,
       "tag": "0198_panoramic_triathlon",
       "breakpoints": true
+    },
+    {
+      "idx": 199,
+      "version": "7",
+      "when": 1778249728162,
+      "tag": "0199_rich_mandroid",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 7b6763934c4e7367172ae0480013170e41e38772 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 8 May 2026 17:27:52 +0000
Subject: [PATCH 124/147] increased width of layout to 8xl

---
 .../(portfolio)/your-projects/live/page.tsx   | 153 +++++++++++++-----
 1 file changed, 111 insertions(+), 42 deletions(-)

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 48d8631..560aefe 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -11,12 +11,27 @@ import { hubspotUsers } from "@/app/db/schema/crm/hubspot_user_table";
 import { uploadedFiles } from "@/app/db/schema/uploaded_files";
 import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation";
 import { organisation } from "@/app/db/schema/organisation";
-import { portfolioCapabilities, portfolioUsers } from "@/app/db/schema/portfolio";
+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 { HubspotDeal, DocStatusMap, DocStatus, MeasureDocProgress, PortfolioCapabilityType, ApprovalsByDeal, RemovalStatusByDeal, EffectiveRemovalState } from "./types";
-import { EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES, SURVEY_ALL_DOC_TYPES } from "./types";
+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 { Card, CardContent } from "@/app/shadcn_components/ui/card";
@@ -105,12 +120,17 @@ export default async function LiveReportingPage(props: {
   const link = await db
     .select({ hubspotCompanyId: organisation.hubspotCompanyId })
     .from(portfolioOrganisation)
-    .innerJoin(organisation, eq(portfolioOrganisation.organisationId, organisation.id))
+    .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>
@@ -118,11 +138,13 @@ export default async function LiveReportingPage(props: {
     </div>
   );
 
-  const companyIds = link.map((l) => l.hubspotCompanyId).filter((id): id is string => !!id);
+  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">
+      <div className="max-w-8xl mx-auto px-6 pb-10 space-y-4">
         {pageHeader}
         <Card className="border border-brandblue/10 shadow-sm">
           <CardContent className="flex flex-col items-center justify-center py-16 text-center gap-4">
@@ -130,10 +152,13 @@ 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>
@@ -145,12 +170,22 @@ export default async function LiveReportingPage(props: {
   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`,
+      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))
+    .leftJoin(
+      coordinatorUser,
+      eq(hubspotDealData.coordinator, coordinatorUser.hubspotOwnerId),
+    )
+    .leftJoin(
+      designerUser,
+      eq(hubspotDealData.designer, designerUser.hubspotOwnerId),
+    )
     .where(inArray(hubspotDealData.companyId, companyIds));
 
   const deals = rawDeals.map(mapDbRowToHubspotDeal);
@@ -178,7 +213,10 @@ export default async function LiveReportingPage(props: {
         );
       userCapability = capRows
         .map((r) => r.capability)
-        .filter((c): c is "approver" | "contractor" => c === "approver" || c === "contractor");
+        .filter(
+          (c): c is "approver" | "contractor" =>
+            c === "approver" || c === "contractor",
+        );
     }
   }
 
@@ -247,7 +285,8 @@ export default async function LiveReportingPage(props: {
     seenDeals.add(row.hubspotDealId);
     let state: EffectiveRemovalState = "none";
     if (row.status === "pending") {
-      state = row.type === "re_addition" ? "pending_re_addition" : "pending_removal";
+      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") {
@@ -259,7 +298,10 @@ export default async function LiveReportingPage(props: {
   // 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 }>>();
+  const docsByDealId = new Map<
+    string,
+    Array<{ fileType: string; measureName: string | null }>
+  >();
 
   if (dealIds.length > 0) {
     const phase1Rows = await db
@@ -273,8 +315,11 @@ export default async function LiveReportingPage(props: {
 
     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 });
+      if (!docsByDealId.has(row.hubsotDealId))
+        docsByDealId.set(row.hubsotDealId, []);
+      docsByDealId
+        .get(row.hubsotDealId)!
+        .push({ fileType: row.fileType, measureName: row.measureName });
     }
   }
 
@@ -283,7 +328,13 @@ export default async function LiveReportingPage(props: {
   const fallbackUprns = dealsWithoutDocs
     .map((d) => d.uprn)
     .filter((u): u is string => !!u)
-    .map((u) => { try { return BigInt(u); } catch { return null; } })
+    .map((u) => {
+      try {
+        return BigInt(u);
+      } catch {
+        return null;
+      }
+    })
     .filter((u): u is bigint => u !== null);
 
   if (fallbackUprns.length > 0) {
@@ -301,7 +352,11 @@ export default async function LiveReportingPage(props: {
       dealsWithoutDocs
         .filter((d) => d.uprn)
         .map((d) => {
-          try { return [String(BigInt(d.uprn!)), d.dealId] as [string, string]; } catch { return null; }
+          try {
+            return [String(BigInt(d.uprn!)), d.dealId] as [string, string];
+          } catch {
+            return null;
+          }
         })
         .filter((e): e is [string, string] => e !== null),
     );
@@ -311,7 +366,9 @@ export default async function LiveReportingPage(props: {
       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 });
+      docsByDealId
+        .get(dealId)!
+        .push({ fileType: row.fileType, measureName: row.measureName });
     }
   }
 
@@ -319,9 +376,13 @@ export default async function LiveReportingPage(props: {
   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);
+    const measures =
+      approved.length > 0
+        ? approved
+        : (deal.proposedMeasures ?? "")
+            .split(",")
+            .map((m: string) => m.trim())
+            .filter(Boolean);
     measuresByDealId.set(deal.dealId, measures);
   }
 
@@ -330,26 +391,32 @@ export default async function LiveReportingPage(props: {
 
   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 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,
-      };
-    });
+    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) {
@@ -367,7 +434,9 @@ export default async function LiveReportingPage(props: {
     docStatusMap[dealId] = {
       presentSurveyTypes: Array.from(surveyTypeSet),
       hasSurveyDocs: surveyDocs.length > 0,
-      isSurveyComplete: EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.every((t) => surveyTypeSet.has(t)),
+      isSurveyComplete: EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.every((t) =>
+        surveyTypeSet.has(t),
+      ),
       hasInstallDocs: installDocs.length > 0,
       installStatus,
       measureProgress,
@@ -375,7 +444,7 @@ export default async function LiveReportingPage(props: {
   }
 
   return (
-    <div className="max-w-7xl mx-auto px-6 pb-10 space-y-4">
+    <div className="max-w-8xl mx-auto px-6 pb-10 space-y-4">
       {pageHeader}
       <LiveTracker
         {...trackerData}

From 1620a9a65f7066b0a757695e436852f8d9d73459 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Fri, 8 May 2026 17:36:30 +0000
Subject: [PATCH 125/147] move back to 7xl width

---
 .../portfolio/[slug]/(portfolio)/your-projects/live/page.tsx  | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

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 560aefe..56b63ef 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -144,7 +144,7 @@ export default async function LiveReportingPage(props: {
 
   if (companyIds.length === 0) {
     return (
-      <div className="max-w-8xl mx-auto px-6 pb-10 space-y-4">
+      <div className="max-w-7xl mx-auto px-6 pb-10 space-y-4">
         {pageHeader}
         <Card className="border border-brandblue/10 shadow-sm">
           <CardContent className="flex flex-col items-center justify-center py-16 text-center gap-4">
@@ -444,7 +444,7 @@ export default async function LiveReportingPage(props: {
   }
 
   return (
-    <div className="max-w-8xl mx-auto px-6 pb-10 space-y-4">
+    <div className="max-w-7xl mx-auto px-6 pb-10 space-y-4">
       {pageHeader}
       <LiveTracker
         {...trackerData}

From d467a61c221d129f5564ad49380279b2934faef6 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Sat, 9 May 2026 08:39:20 +0000
Subject: [PATCH 126/147] Adding bulk approve and instruct

---
 .../[portfolioId]/bulk-approvals/route.ts     |  85 +++
 .../bulk-instructed-measures/route.ts         | 109 +++
 src/app/lib/bulkApprove.test.ts               |  86 +++
 src/app/lib/bulkApprove.ts                    | 156 ++++
 src/app/lib/bulkInstructDeals.test.ts         |  94 +++
 src/app/lib/bulkInstructDeals.ts              | 179 +++++
 src/app/lib/hubspot/dealSync.test.ts          |   2 +-
 src/app/lib/hubspot/dealSync.ts               |   8 +-
 .../your-projects/live/LiveTracker.tsx        |   4 +
 .../your-projects/live/MeasuresTable.tsx      | 682 ++++++++++++++----
 .../your-projects/live/measureFilters.test.ts | 117 +++
 .../your-projects/live/measureFilters.ts      |  27 +
 .../(portfolio)/your-projects/live/page.tsx   |  24 +
 .../your-projects/live/transforms.ts          |   2 +-
 .../(portfolio)/your-projects/live/types.ts   |   3 +
 15 files changed, 1434 insertions(+), 144 deletions(-)
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-approvals/route.ts
 create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-instructed-measures/route.ts
 create mode 100644 src/app/lib/bulkApprove.test.ts
 create mode 100644 src/app/lib/bulkApprove.ts
 create mode 100644 src/app/lib/bulkInstructDeals.test.ts
 create mode 100644 src/app/lib/bulkInstructDeals.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.test.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.ts

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/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/hubspot/dealSync.test.ts b/src/app/lib/hubspot/dealSync.test.ts
index 4d5aa47..47acf69 100644
--- a/src/app/lib/hubspot/dealSync.test.ts
+++ b/src/app/lib/hubspot/dealSync.test.ts
@@ -140,7 +140,7 @@ describe("syncSurveyRequestToHubSpot", () => {
     expect(updateMock).toHaveBeenCalledWith("deal-99", {
       properties: {
         osmosis_survey_required: "technical_building_survey",
-        osmosis_survey_date: "2026-05-06T10:00:00.000Z",
+        osmosis_survey_date: "2026-05-06",
       },
     });
   });
diff --git a/src/app/lib/hubspot/dealSync.ts b/src/app/lib/hubspot/dealSync.ts
index dbf0396..6f111ba 100644
--- a/src/app/lib/hubspot/dealSync.ts
+++ b/src/app/lib/hubspot/dealSync.ts
@@ -195,13 +195,7 @@ export async function syncSurveyRequestToHubSpot(params: {
     await client.crm.deals.basicApi.update(params.hubspotDealId, {
       properties: {
         osmosis_survey_required: params.surveyType,
-        osmosis_survey_date: String(
-          Date.UTC(
-            params.requestedAt.getUTCFullYear(),
-            params.requestedAt.getUTCMonth(),
-            params.requestedAt.getUTCDate()
-          )
-        ),
+        osmosis_survey_date: params.requestedAt.toISOString().slice(0, 10),
       },
     });
     return { ok: true };
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 e73316f..8296d3b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx
@@ -30,6 +30,7 @@ import type {
   DocumentDrawerState,
   DocStatusMap,
   RemovalStatusByDeal,
+  InstructedMeasuresByDeal,
 } from "./types";
 
 export default function LiveTracker({
@@ -39,6 +40,7 @@ export default function LiveTracker({
   docStatusMap,
   userCapability,
   approvalsByDeal,
+  instructedMeasuresByDeal,
   removalStatusByDeal,
   portfolioId,
   userRole,
@@ -304,7 +306,9 @@ export default function LiveTracker({
             <MeasuresTable
               data={currentProject?.allDeals ?? []}
               approvalsByDeal={approvalsByDeal}
+              instructedMeasuresByDeal={instructedMeasuresByDeal}
               portfolioId={portfolioId}
+              isApprover={userCapability.includes("approver")}
             />
           </div>
         </TabsContent>
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 89fc210..8c8d4ce 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import React, { useMemo, useState } from "react";
+import React, { useMemo, useState, useTransition } from "react";
 import { useRouter } from "next/navigation";
 import {
   Table,
@@ -12,25 +12,28 @@ import {
 } from "@/app/shadcn_components/ui/table";
 import { Input } from "@/app/shadcn_components/ui/input";
 import { Badge } from "@/app/shadcn_components/ui/badge";
-import { Search, ChevronDown, ChevronRight } from "lucide-react";
+import { Button } from "@/app/shadcn_components/ui/button";
+import { Checkbox } from "@/app/shadcn_components/ui/checkbox";
+import { Search, CheckSquare, ListChecks, Loader2, X } from "lucide-react";
 import { STAGE_COLORS } from "./types";
 import type { ClassifiedDeal, ApprovalsByDeal } from "./types";
 import { parseMeasures } from "@/app/lib/parseMeasures";
-import { ActivityLog } from "./ActivityLog";
+import { filterMeasureRows } from "./measureFilters";
+import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
+
+type Mode = "chip-click" | "instruct";
 
 type Props = {
   data: ClassifiedDeal[];
   approvalsByDeal: ApprovalsByDeal;
+  instructedMeasuresByDeal: Record<string, string[]>;
   portfolioId: string;
+  isApprover: boolean;
 };
 
-function ApprovalStatus({
-  proposed,
-  approved,
-}: {
-  proposed: string[];
-  approved: string[];
-}) {
+// ── Approval status badge ────────────────────────────────────────────────────
+
+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;
@@ -56,34 +59,295 @@ function ApprovalStatus({
   );
 }
 
+// ── Bulk approve modal ───────────────────────────────────────────────────────
+
+type BulkApproveModalProps = {
+  selected: Array<{ dealId: string; dealname: string | null; measureName: string }>;
+  portfolioId: string;
+  onClose: () => void;
+  onSuccess: () => void;
+};
+
+function BulkApproveModal({ selected, portfolioId, onClose, onSuccess }: BulkApproveModalProps) {
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  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]);
+
+  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="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>
+  );
+}
+
+// ── Bulk instruct modal ──────────────────────────────────────────────────────
+
+type BulkInstructModalProps = {
+  selectedDealIds: string[];
+  deals: ClassifiedDeal[];
+  portfolioId: string;
+  onClose: () => void;
+  onSuccess: () => void;
+};
+
+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],
+  );
+
+  function toggleMeasure(name: string) {
+    setSelectedMeasures((prev) => {
+      const next = new Set(prev);
+      if (next.has(name)) next.delete(name);
+      else next.add(name);
+      return next;
+    });
+  }
+
+  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 [search, setSearch] = useState("");
-  const [expandedRows, setExpandedRows] = useState<Set<string>>(new Set());
+  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);
 
-  // Filter to only properties with proposed measures
   const dealsWithMeasures = useMemo(
-    () => data.filter((d) => d.proposedMeasures),
-    [data],
+    () => data.filter((d) => d.proposedMeasures || (instructedMeasuresByDeal[d.dealId]?.length ?? 0) > 0),
+    [data, instructedMeasuresByDeal],
   );
 
-  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 filtered = useMemo(
+    () => filterMeasureRows(dealsWithMeasures, instructedMeasuresByDeal, search),
+    [dealsWithMeasures, instructedMeasuresByDeal, search],
+  );
 
-  function toggleRowExpand(dealId: string) {
-    setExpandedRows((prev) => {
+  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);
@@ -91,6 +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">
@@ -101,9 +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" />
@@ -114,22 +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>
-          <span className="text-xs text-gray-400 hidden sm:inline">
-            · Click a row to open property
-          </span>
+
+          {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>
@@ -137,10 +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">
-                Technical Approved
+                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
@@ -150,135 +536,161 @@ export default function MeasuresTable({
           <TableBody>
             {filtered.map((deal) => {
               const proposed = parseMeasures(deal.proposedMeasures);
+              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 isExpanded = expandedRows.has(deal.dealId);
+              const isRowSelected = selectedRows.has(deal.dealId);
 
               const dealPageUrl = `/portfolio/${portfolioId}/your-projects/live/${deal.dealId}?tab=works`;
 
-              const handleRowClick = () => {
+              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);
               };
-              const handleRowKeyDown = (e: React.KeyboardEvent<HTMLTableRowElement>) => {
-                if (e.key === "Enter" || e.key === " ") {
-                  e.preventDefault();
-                  router.push(dealPageUrl);
-                }
-              };
 
               return (
-                <React.Fragment key={deal.dealId}>
-                  <TableRow
-                    data-testid="measures-row"
-                    onClick={handleRowClick}
-                    onKeyDown={handleRowKeyDown}
-                    tabIndex={0}
-                    role="button"
-                    className="border-b border-gray-50 hover:bg-gray-50/50 transition-colors cursor-pointer"
-                  >
-                    {/* Expand toggle */}
-                    <TableCell className="py-3 pl-3 pr-0 w-6">
-                      <button
-                        onClick={(e) => { e.stopPropagation(); 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 — read-only; click the row to approve in the drawer */}
-                    <TableCell className="py-3">
-                      <div className="flex flex-wrap gap-1.5">
-                        {proposed.map((measure) => {
-                          const isApproved = approvedSet.has(measure);
-                          return (
-                            <span
-                              key={measure}
-                              className={`px-2 py-1 rounded-full text-xs border ${
-                                isApproved
-                                  ? "bg-emerald-50 border-emerald-200 text-emerald-700"
-                                  : "bg-gray-50 border-gray-200 text-gray-600"
-                              }`}
-                            >
-                              {measure}
-                            </span>
-                          );
-                        })}
-                      </div>
-                    </TableCell>
+                  {/* Proposed measures */}
+                  <TableCell className="py-3">
+                    <div className="flex flex-wrap gap-1.5">
+                      {proposed.map((measure) => {
+                        const chipKey = `${deal.dealId}::${measure}`;
+                        const isSelected = selectedChips.has(chipKey);
+                        const isApproved = approvedSet.has(measure);
+                        const clickable = isApprover && mode === "chip-click";
 
-                    {/* Technical Approved */}
-                    <TableCell className="py-3">
-                      <div className="flex flex-wrap gap-1.5">
-                        {parseMeasures(deal.technicalApprovedMeasuresForInstall).map((measure) => (
+                        return (
                           <span
                             key={measure}
-                            className="px-2 py-1 rounded-full text-xs border bg-violet-50 border-violet-200 text-violet-700"
+                            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"
+                            } ${clickable ? "cursor-pointer hover:border-emerald-400" : ""}`}
                           >
                             {measure}
                           </span>
-                        ))}
-                      </div>
-                    </TableCell>
+                        );
+                      })}
+                    </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={6}
-                        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>
 
+      {/* ── 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/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 56b63ef..06cdd8a 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -16,6 +16,7 @@ import {
   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 {
@@ -25,6 +26,7 @@ import type {
   MeasureDocProgress,
   PortfolioCapabilityType,
   ApprovalsByDeal,
+  InstructedMeasuresByDeal,
   RemovalStatusByDeal,
   EffectiveRemovalState,
 } from "./types";
@@ -266,6 +268,27 @@ export default async function LiveReportingPage(props: {
     }
   }
 
+  // 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);
+    }
+  }
+
   // Compute effective removal state per deal
   const removalStatusByDeal: RemovalStatusByDeal = {};
   const removalRows = await db
@@ -451,6 +474,7 @@ 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/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts
index 2b89cb5..9e45e67 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts
@@ -375,7 +375,7 @@ export function computeOutcomeSlices(deals: ClassifiedDeal[]): OutcomeSlice[] {
 // -----------------------------------------------------------------------
 export function computeLiveTrackerData(
   rawDeals: HubspotDeal[]
-): 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 c03caa9..da7d78e 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
@@ -207,6 +207,8 @@ export type RemovalRequest = {
 // -----------------------------------------------------------------------
 // Top-level props for LiveTracker (client root)
 // -----------------------------------------------------------------------
+export type InstructedMeasuresByDeal = Record<string, string[]>;
+
 export type LiveTrackerProps = {
   projects: ProjectData[];
   totalDeals: number;
@@ -214,6 +216,7 @@ export type LiveTrackerProps = {
   docStatusMap: DocStatusMap;
   userCapability: PortfolioCapabilityType;
   approvalsByDeal: ApprovalsByDeal;
+  instructedMeasuresByDeal: InstructedMeasuresByDeal;
   removalStatusByDeal: RemovalStatusByDeal;
   portfolioId: string;
   userRole: string;

From 9654c2cfd770bbd9aaa4197557e90eec013246fe Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Sat, 9 May 2026 08:58:49 +0000
Subject: [PATCH 127/147] remove uprn from page view

---
 .../(portfolio)/your-projects/live/[dealId]/DealPage.tsx       | 3 ---
 1 file changed, 3 deletions(-)

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
index 6dda572..c6f731b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -204,9 +204,6 @@ export default function DealPage({
               </div>
             </div>
 
-            {deal.uprn && (
-              <p className="text-xs text-gray-400 font-mono">UPRN: {deal.uprn}</p>
-            )}
           </div>
         </aside>
 

From f6b9f9f65c002af117d4feb94d3a27b2aa254be3 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Sun, 10 May 2026 20:11:33 +0000
Subject: [PATCH 128/147] Updating UI for document upload to improve confusing
 categorisation

---
 .../live/ContractorUploadModal.tsx            | 156 +++++++++++++++---
 .../your-projects/live/classifyPhase.test.ts  | 143 ++++++++++++++++
 .../your-projects/live/classifyPhase.ts       |  33 ++++
 3 files changed, 307 insertions(+), 25 deletions(-)
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/classifyPhase.test.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/classifyPhase.ts

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 a7dd151..152b80a 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx
@@ -24,6 +24,13 @@ 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 ─────────────────────────────────────────────────────────────────
 
@@ -272,7 +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);
 
@@ -283,7 +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 (
@@ -291,21 +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>
           );
         })}
@@ -432,6 +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 ───────────────────────
 
@@ -581,14 +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,
@@ -810,17 +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>
@@ -897,6 +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>
@@ -930,17 +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/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;
+}

From 166cea397b977f4f064097957784bf55e9c00589 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 12 May 2026 11:24:08 +0000
Subject: [PATCH 129/147] refactoring details drawer to orchestrator format

---
 .../live/PropertyDetailDrawer.tsx             | 1651 +----------------
 .../live/PropertyTableColumns.tsx             |   19 +-
 .../your-projects/live/[dealId]/DealPage.tsx  |   54 +-
 .../deal-detail/MeasureApprovalEditor.tsx     |  243 +++
 .../deal-detail/PibiSurveysTabContent.tsx     |   59 +
 .../deal-detail/RemovalRequestSection.tsx     |  306 +++
 .../live/deal-detail/SurveyRequestSection.tsx |  158 ++
 .../your-projects/live/deal-detail/index.ts   |   16 +
 .../pibi/InstructMeasureEditor.tsx            |  226 +++
 .../live/deal-detail/pibi/PibiDatesEditor.tsx |  200 ++
 .../deal-detail/pibi/PibiMeasureSelector.tsx  |  216 +++
 .../live/deal-detail/primitives.tsx           |  140 ++
 .../(portfolio)/your-projects/live/ui.tsx     |   16 +
 13 files changed, 1618 insertions(+), 1686 deletions(-)
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/MeasureApprovalEditor.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/PibiSurveysTabContent.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/RemovalRequestSection.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/SurveyRequestSection.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/index.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/InstructMeasureEditor.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/PibiDatesEditor.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/pibi/PibiMeasureSelector.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/deal-detail/primitives.tsx
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/ui.tsx

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 4f9f1c4..9295690 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx
@@ -1,9 +1,7 @@
 "use client";
 
-import { ActivityLog } from "./ActivityLog";
-import { useEffect, useMemo, useState } from "react";
-import { useQuery, useQueryClient } from "@tanstack/react-query";
-import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw, Loader2 } from "lucide-react";
+import { useEffect, useState } from "react";
+import { X, ChevronRight, ChevronDown, AlertTriangle } from "lucide-react";
 import {
   Drawer,
   DrawerClose,
@@ -11,42 +9,25 @@ import {
   DrawerHeader,
   DrawerTitle,
 } from "@/app/shadcn_components/ui/drawer";
-import {
-  Dialog,
-  DialogContent,
-  DialogHeader,
-  DialogTitle,
-  DialogFooter,
-} from "@/app/shadcn_components/ui/dialog";
-import {
-  Tooltip,
-  TooltipContent,
-  TooltipProvider,
-  TooltipTrigger,
-} from "@/app/shadcn_components/ui/tooltip";
-import { STAGE_COLORS } from "./types";
-import type { ClassifiedDeal, PortfolioCapabilityType, RemovalRequest } from "./types";
 import { parseMeasures } from "@/app/lib/parseMeasures";
-import { ApprovalConfirmDialog } from "./ApprovalConfirmDialog";
-import type { PendingDiff } from "./ApprovalConfirmDialog";
-import { MEASURE_NAMES } from "@/app/lib/measureDocumentRequirements";
 import { outOfOrderInstructionWarning } from "@/app/lib/softWarnings";
-import { PibiSection } from "./PibiSection";
-import { useToast } from "@/app/hooks/use-toast";
+import type { ClassifiedDeal, PortfolioCapabilityType } from "./types";
+import { StageBadge } from "./ui";
+import {
+  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";
 
-// Sections the caller can request focus on. Used by entry-points like the
-// Measures table row click that should land the user on a specific tab.
-export type DrawerSection =
-  | "survey"
-  | "measures"
-  | "pibi"
-  | "domna"
-  | "technical";
-
-// The tabs inside the drawer.
 type DrawerTab = "overview" | "works" | "pibi-surveys";
 
-// Maps each focusable section to the tab that contains it.
 const SECTION_TO_TAB: Record<DrawerSection, DrawerTab> = {
   survey: "overview",
   measures: "works",
@@ -61,1524 +42,6 @@ const TAB_LABELS: Record<DrawerTab, string> = {
   "pibi-surveys": "PIBIs & Surveys",
 };
 
-// -----------------------------------------------------------------------
-// Removal request section
-// -----------------------------------------------------------------------
-export const WRITE_ROLES = ["creator", "admin", "write"];
-
-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;
-
-  // 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 ${
-                dialogType === "re_addition"
-                  ? "bg-blue-600 hover:bg-blue-700"
-                  : "bg-red-600 hover:bg-red-700"
-              }`}
-            >
-              {submitting ? "Submitting…" : "Submit Request"}
-            </button>
-          </DialogFooter>
-        </DialogContent>
-      </Dialog>
-    </div>
-  );
-}
-
-// -----------------------------------------------------------------------
-// Survey request section — approver-only type-select flow
-// -----------------------------------------------------------------------
-const SURVEY_TYPES = [
-  { value: "technical_building_survey", label: "Technical Building Survey" },
-] as const;
-
-type SurveyRequestRecord = {
-  id: string;
-  hubspotDealId: string;
-  surveyType: string | null;
-  status: string;
-  requestedByEmail: string;
-  requestedAt: string | null;
-  fulfilledAt: string | null;
-};
-
-export function SurveyRequestSection({
-  dealId,
-  portfolioId,
-  canEdit,
-}: {
-  dealId: string;
-  portfolioId: string;
-  canEdit: boolean;
-}) {
-  const queryClient = useQueryClient();
-  const [selectedType, setSelectedType] = useState<string>(SURVEY_TYPES[0].value);
-  const [submitting, setSubmitting] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  const { data, isLoading } = useQuery<{ requests: SurveyRequestRecord[] }>({
-    queryKey: ["surveyRequests", portfolioId, dealId],
-    queryFn: async () => {
-      const res = await fetch(
-        `/api/portfolio/${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>
-      )}
-
-      {/* Empty state */}
-      {!pending && fulfilled.length === 0 && (
-        <p className="text-xs text-gray-400 py-1">No surveys requested</p>
-      )}
-
-      {/* Pending badge */}
-      {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>
-      )}
-
-      {/* Request form — shown to approvers when no pending request */}
-      {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>
-      )}
-
-      {/* Past fulfilled requests */}
-      {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>
-  );
-}
-
-export const ApprovalLogSection = ActivityLog;
-
-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" },
-];
-
-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;
-  }
-}
-
-// -----------------------------------------------------------------------
-// Mini info row
-// -----------------------------------------------------------------------
-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>
-  );
-}
-
-// -----------------------------------------------------------------------
-// Stage badge
-// -----------------------------------------------------------------------
-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 ${c.bg} ${c.text} ${c.border}`}>
-      <span className={`w-1.5 h-1.5 rounded-full ${c.dot}`} />
-      {stage}
-    </span>
-  );
-}
-
-// -----------------------------------------------------------------------
-// Vertical milestone timeline
-// -----------------------------------------------------------------------
-export 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 ${
-                    completed ? "text-gray-800" : "text-gray-400"
-                  }`}>
-                    {m.label}
-                  </p>
-                  {m.sublabel && (
-                    <p className="text-[10px] text-gray-400 mt-0.5">{m.sublabel}</p>
-                  )}
-                </div>
-                {m.date ? (
-                  <span className="text-[11px] font-medium text-brandmidblue bg-brandlightblue/60 px-2 py-0.5 rounded-full shrink-0 whitespace-nowrap">
-                    {m.date}
-                  </span>
-                ) : (
-                  <span className="text-[11px] text-gray-300 shrink-0">Pending</span>
-                )}
-              </div>
-            </div>
-          </div>
-        );
-      })}
-    </div>
-  );
-}
-
-// -----------------------------------------------------------------------
-// PIBI section — editable date pickers for write+ users (issue #252)
-// -----------------------------------------------------------------------
-
-/** Renders a `<input type="date">` value (yyyy-mm-dd) from a Date|string|null. */
-function toDateInputValue(d: Date | string | null | undefined): string {
-  if (!d) return "";
-  try {
-    const date = typeof d === "string" ? new Date(d) : d;
-    if (Number.isNaN(date.getTime())) return "";
-    // Use the date components (no timezone shift) so the picker shows the
-    // date the user originally selected.
-    const yyyy = date.getUTCFullYear();
-    const mm = String(date.getUTCMonth() + 1).padStart(2, "0");
-    const dd = String(date.getUTCDate()).padStart(2, "0");
-    return `${yyyy}-${mm}-${dd}`;
-  } catch {
-    return "";
-  }
-}
-
-/**
- * Convert a yyyy-mm-dd value from the date input into an ISO string at UTC
- * midnight, or null if the field has been cleared. We anchor to UTC so the
- * date round-trips cleanly through HubSpot, which uses date-only properties.
- */
-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;
-  /** Initial (server-provided) values, used when no optimistic update yet. */
-  initialOrderDate: Date | string | null;
-  initialCompletedDate: Date | string | null;
-  /** True when the user can write (creator/admin/write). */
-  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);
-
-  // Reset values when the user opens a different deal in the same drawer
-  // session.
-  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);
-    }
-    // Optimistic update — surface the new values immediately.
-    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) {
-        // Revert on hard failure so the UI stays truthful.
-        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;
-      };
-      // Per-field errors win over a global HubSpot failure.
-      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>
-  );
-}
-
-
-
-// -----------------------------------------------------------------------
-// PIBI measure selector — approver-only multi-select listing all measures
-// associated with the deal (proposed + instructed). Approved measures are
-// pre-ticked. The user can freely tick/untick; no hard block (issue #254).
-// -----------------------------------------------------------------------
-interface PibiMeasureSelectorProps {
-  dealId: string;
-  portfolioId: string;
-  /** Proposed measures parsed from the deal row. */
-  proposedMeasures: string[];
-  /** True when the user has the approver capability. */
-  canEdit: boolean;
-}
-
-export function PibiMeasureSelector({
-  dealId,
-  portfolioId,
-  proposedMeasures,
-  canEdit,
-}: PibiMeasureSelectorProps) {
-  const queryClient = useQueryClient();
-
-  // Fetch current PIBI selection, approved measures, and instructed measures.
-  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=${encodeURIComponent(dealId)}`,
-      );
-      if (!res.ok) throw new Error("Failed to fetch PIBI measures");
-      return res.json();
-    },
-    staleTime: 30_000,
-  });
-
-  // All measures to display: union of proposed + instructed (de-duped).
-  const allMeasures = useMemo(() => {
-    const instructed = data?.instructedMeasures ?? [];
-    const all = [...proposedMeasures];
-    for (const m of instructed) {
-      if (!all.includes(m)) all.push(m);
-    }
-    return all;
-  }, [proposedMeasures, data?.instructedMeasures]);
-
-  // Local selection state — initialised from server data once loaded.
-  const [selected, setSelected] = useState<Set<string>>(new Set());
-  const [initialised, setInitialised] = useState(false);
-  const [submitting, setSubmitting] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  // Re-initialise when the deal changes or server data arrives.
-  useEffect(() => {
-    if (!data) return;
-    // Pre-tick: current pibi_ordered rows if any, otherwise approved measures.
-    const initial =
-      data.pibiMeasures.length > 0
-        ? data.pibiMeasures
-        : data.approvedMeasures;
-    setSelected(new Set(initial));
-    setInitialised(true);
-    setError(null);
-  }, [dealId, data]);
-
-  function toggleMeasure(measure: string) {
-    setSelected((prev) => {
-      const next = new Set(prev);
-      if (next.has(measure)) {
-        next.delete(measure);
-      } else {
-        next.add(measure);
-      }
-      return next;
-    });
-  }
-
-  async function handleSave() {
-    setSubmitting(true);
-    setError(null);
-    const measureNames = Array.from(selected);
-    try {
-      const res = await fetch(
-        `/api/portfolio/${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>
-  );
-}
-
-// -----------------------------------------------------------------------
-// Instruct measure editor — approver-only form to instruct out-of-band
-// measures that the coordinator did not propose (issue #253).
-// -----------------------------------------------------------------------
-interface InstructMeasureEditorProps {
-  dealId: string;
-  portfolioId: string;
-  proposedMeasures: string[];
-  /** True when the user has the approver capability on this portfolio. */
-  canEdit: boolean;
-  /** Soft-warning string from `outOfOrderInstructionWarning`, or null. */
-  outOfOrderWarning: string | null;
-  /** Called after a successful instruction (e.g. to close an outer modal). */
-  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>
-  );
-}
-
-// -----------------------------------------------------------------------
-// MeasureApprovalEditor — approver-only chip UI to approve/unapprove
-// proposed (+ instructed) measures on a deal. Non-approvers see read-only
-// chips coloured by current approval state.
-// -----------------------------------------------------------------------
-interface MeasureApprovalEditorProps {
-  dealId: string;
-  dealName: string | null;
-  portfolioId: string;
-  /** Proposed measures parsed from the deal row. */
-  proposedMeasures: string[];
-  /** True when the user has the approver capability. */
-  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,
-  });
-
-  // All measures: union of proposed + instructed (de-duped).
-  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]);
-
-  // Local toggle state — initialised from approvedMeasures once data loads.
-  const [selected, setSelected] = useState<Set<string>>(new Set());
-  const [savedSelected, setSavedSelected] = useState<Set<string>>(new Set());
-  const [initialised, setInitialised] = useState(false);
-
-  // Confirm-dialog state.
-  const [confirmOpen, setConfirmOpen] = useState(false);
-  const [submitting, setSubmitting] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  // Re-initialise when the deal changes or data arrives.
-  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;
-    });
-  }
-
-  // Compute the diff between saved state and current local state.
-  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/${portfolioId}/approvals`, {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ changes }),
-      });
-      if (!res.ok) {
-        const json = await res.json().catch(() => ({}));
-        setError(
-          typeof json.error === "string" ? json.error : "Failed to save approvals",
-        );
-        setConfirmOpen(false);
-        return;
-      }
-      // Commit local state.
-      setSavedSelected(new Set(selected));
-      setConfirmOpen(false);
-      // Invalidate so the pibi-measures query (shared with PIBI tab) reflects
-      // the new approved measures.
-      queryClient.invalidateQueries({
-        queryKey: ["pibiMeasures", portfolioId, dealId],
-      });
-    } catch (err) {
-      setError(err instanceof Error ? err.message : "Failed to save approvals");
-      setConfirmOpen(false);
-    } finally {
-      setSubmitting(false);
-    }
-  }
-
-  if (isLoading || !initialised) {
-    // Show a minimal skeleton while loading.
-    if (allMeasures.length === 0 && isLoading) {
-      return (
-        <p
-          data-testid="measure-approval-loading"
-          className="text-xs text-gray-400 py-2"
-        >
-          Loading…
-        </p>
-      );
-    }
-  }
-
-  if (allMeasures.length === 0) {
-    return (
-      <p className="text-xs text-gray-400 py-2">
-        No proposed measures for this property yet.
-      </p>
-    );
-  }
-
-  return (
-    <div className="space-y-3">
-      <div
-        data-testid="measure-approval-chips"
-        className="flex flex-wrap gap-2"
-      >
-        {allMeasures.map((measure) => {
-          const isApproved = selected.has(measure);
-          return (
-            <label
-              key={measure}
-              data-testid={`measure-approval-chip-${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>
-  );
-}
-
-// -----------------------------------------------------------------------
-// PropertyDetailDrawer — main component
-// -----------------------------------------------------------------------
 interface PropertyDetailDrawerProps {
   deal: ClassifiedDeal | null;
   onClose: () => void;
@@ -1586,35 +49,9 @@ interface PropertyDetailDrawerProps {
   userRole: string;
   userCapability: PortfolioCapabilityType;
   userEmail: string;
-  /**
-   * If provided, the drawer scrolls the named section into view on open. This
-   * powers entry-points like the Measures table row click that should land
-   * the user inside the Measures section instead of the top of the drawer.
-   */
   focusSection?: DrawerSection;
 }
 
-// Section metadata — central to keep the on-screen ordering aligned with the
-// stage-ordered acceptance criteria of issue #251.
-export const SECTION_TITLES: Record<DrawerSection, string> = {
-  survey: "Survey",
-  measures: "Measures",
-  pibi: "PIBI",
-  domna: "Domna Survey",
-  technical: "Technical Approved",
-};
-
-export function SectionHeader({ id, label }: { id: DrawerSection; label: string }) {
-  return (
-    <h3
-      data-testid={`drawer-section-${id}`}
-      className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-3"
-    >
-      {label}
-    </h3>
-  );
-}
-
 export default function PropertyDetailDrawer({
   deal,
   portfolioId,
@@ -1625,19 +62,15 @@ export default function PropertyDetailDrawer({
 }: PropertyDetailDrawerProps) {
   const open = !!deal;
 
-  // Active tab — derive from focusSection when the drawer opens or the
-  // focusSection prop changes (e.g. Measures row click → Works tab).
   const [activeTab, setActiveTab] = useState<DrawerTab>(
     focusSection ? SECTION_TO_TAB[focusSection] : "overview",
   );
   const [isLogOpen, setIsLogOpen] = useState(false);
 
-  // Sync active tab when focusSection or deal changes.
   useEffect(() => {
     setActiveTab(focusSection ? SECTION_TO_TAB[focusSection] : "overview");
   }, [focusSection, deal?.dealId]);
 
-  // Parsed measure lists.
   const technicalApprovedMeasures = parseMeasures(
     deal?.technicalApprovedMeasuresForInstall ?? null,
   );
@@ -1685,7 +118,6 @@ export default function PropertyDetailDrawer({
                 </DrawerClose>
               </div>
 
-              {/* Tab strip — flush to the bottom of the header */}
               <div className="flex gap-0 -mb-px">
                 {TABS.map((tab) => (
                   <button
@@ -1713,7 +145,6 @@ export default function PropertyDetailDrawer({
                 data-testid="drawer-tab-panel-overview"
                 className={`px-6 py-5 space-y-6 ${activeTab === "overview" ? "block" : "hidden"}`}
               >
-                {/* 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" />
@@ -1729,7 +160,6 @@ export default function PropertyDetailDrawer({
                   </div>
                 )}
 
-                {/* Property 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">
@@ -1765,7 +195,6 @@ export default function PropertyDetailDrawer({
                   </div>
                 </div>
 
-                {/* Survey info */}
                 <div>
                   <SectionHeader id="survey" label={SECTION_TITLES.survey} />
                   <div className="divide-y divide-gray-50">
@@ -1776,7 +205,6 @@ export default function PropertyDetailDrawer({
                   </div>
                 </div>
 
-                {/* Project timeline */}
                 <div>
                   <h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-4">Project Timeline</h3>
                   <MilestoneTimeline deal={deal} />
@@ -1788,11 +216,9 @@ export default function PropertyDetailDrawer({
                 data-testid="drawer-tab-panel-works"
                 className={`px-6 py-5 space-y-6 ${activeTab === "works" ? "block" : "hidden"}`}
               >
-                {/* Measures pipeline */}
                 <div>
                   <SectionHeader id="measures" label={SECTION_TITLES.measures} />
                   <div className="space-y-3">
-                    {/* Approval chip editor — interactive for approvers, read-only for others */}
                     <MeasureApprovalEditor
                       dealId={deal.dealId}
                       dealName={deal.dealname}
@@ -1816,7 +242,6 @@ export default function PropertyDetailDrawer({
                   </div>
                 </div>
 
-                {/* Technical approved */}
                 <div>
                   <SectionHeader id="technical" label={SECTION_TITLES.technical} />
                   <div className="divide-y divide-gray-50">
@@ -1840,7 +265,6 @@ export default function PropertyDetailDrawer({
                   </div>
                 </div>
 
-                {/* Approval log — collapsible */}
                 <div className="border-t border-gray-100 pt-4">
                   <button
                     onClick={() => setIsLogOpen((v) => !v)}
@@ -1857,7 +281,7 @@ export default function PropertyDetailDrawer({
                   </button>
                   {isLogOpen && (
                     <div className="mt-3">
-                      <ApprovalLogSection dealId={deal.dealId} portfolioId={portfolioId} />
+                      <ActivityLog dealId={deal.dealId} portfolioId={portfolioId} />
                     </div>
                   )}
                 </div>
@@ -1868,41 +292,12 @@ export default function PropertyDetailDrawer({
                 data-testid="drawer-tab-panel-pibi-surveys"
                 className={`px-6 py-5 space-y-6 ${activeTab === "pibi-surveys" ? "block" : "hidden"}`}
               >
-                {/* PIBI */}
-                <div>
-                  <SectionHeader id="pibi" label={SECTION_TITLES.pibi} />
-                  <PibiSection
-                    dealId={deal.dealId}
-                    portfolioId={portfolioId}
-                    proposedMeasures={parseMeasures(deal.proposedMeasures ?? null)}
-                    canEdit={userCapability.includes("approver")}
-                  />
-                </div>
-
-                {/* Survey request */}
-                <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={userCapability.includes("approver")}
-                  />
-                </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}
-                    portfolioId={portfolioId}
-                    userRole={userRole}
-                    userCapability={userCapability}
-                  />
-                </div>
+                <PibiSurveysTabContent
+                  deal={deal}
+                  portfolioId={portfolioId}
+                  userRole={userRole}
+                  userCapability={userCapability}
+                />
               </div>
 
             </div>
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 a4b1b96..8e55380 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
@@ -3,23 +3,8 @@
 import { ColumnDef } from "@tanstack/react-table";
 import { ArrowUpDown, CheckCircle2, AlertCircle, FileX } from "lucide-react";
 import Link from "next/link";
-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 type { ClassifiedDeal, DocStatusMap, RemovalStatusByDeal } from "./types";
+import { StageBadge } from "./ui";
 
 // Sortable column header helper
 function SortableHeader({
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
index c6f731b..064dd6b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx
@@ -21,22 +21,19 @@ 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 { STAGE_COLORS } from "../types";
+import { StageBadge } from "../ui";
 import {
   InfoRow,
-  StageBadge,
   MilestoneTimeline,
   formatDate,
-  MeasureApprovalEditor,
-  InstructMeasureEditor,
-  ApprovalLogSection,
-  SurveyRequestSection,
-  RemovalRequestSection,
   SectionHeader,
   SECTION_TITLES,
   WRITE_ROLES,
-} from "../PropertyDetailDrawer";
-import { PibiSection } from "../PibiSection";
+} 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"];
@@ -102,7 +99,6 @@ export default function DealPage({
   );
   const isApprover = userCapability.includes("approver");
   const canWrite = WRITE_ROLES.includes(userRole);
-  const stageColors = STAGE_COLORS[deal.displayStage] ?? STAGE_COLORS["Unknown Stage"];
 
   return (
     <TooltipProvider>
@@ -292,7 +288,7 @@ export default function DealPage({
                 </button>
                 {isLogOpen && (
                   <div className="mt-3">
-                    <ApprovalLogSection dealId={deal.dealId} portfolioId={portfolioId} />
+                    <ActivityLog dealId={deal.dealId} portfolioId={portfolioId} />
                   </div>
                 )}
               </div>
@@ -302,36 +298,12 @@ export default function DealPage({
             <div
               className={`p-5 space-y-6 ${activeTab === "pibi-surveys" ? "block" : "hidden"}`}
             >
-              <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>
+              <PibiSurveysTabContent
+                deal={deal}
+                portfolioId={portfolioId}
+                userRole={userRole}
+                userCapability={userCapability}
+              />
             </div>
 
             {/* ── Documents ── */}
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/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>
+  );
+}

From 281f15c11eb2152ec89497ed2de17e09cbd3e45e Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 12 May 2026 12:16:57 +0000
Subject: [PATCH 130/147] Move the DocStatusMap computation and document fetch
 logic out of the server component into a dedicated docStatus.ts module.
 computeDocStatusMap is now a pure function with full test coverage (8 tests).
 Also consolidates the double user table lookup in page.tsx into a single
 query.

---
 .../your-projects/live/docStatus.test.ts      | 168 +++++++++++++
 .../your-projects/live/docStatus.ts           | 152 ++++++++++++
 .../(portfolio)/your-projects/live/page.tsx   | 231 +++---------------
 3 files changed, 357 insertions(+), 194 deletions(-)
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.test.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.ts

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/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
index 06cdd8a..840a2d3 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -4,11 +4,11 @@ import { redirect } from "next/navigation";
 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 { alias } from "drizzle-orm/pg-core";
 import { hubspotUsers } from "@/app/db/schema/crm/hubspot_user_table";
-import { uploadedFiles } from "@/app/db/schema/uploaded_files";
 import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation";
 import { organisation } from "@/app/db/schema/organisation";
 import {
@@ -21,20 +21,12 @@ 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,
   InstructedMeasuresByDeal,
   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 { Card, CardContent } from "@/app/shadcn_components/ui/card";
 import { Building2 } from "lucide-react";
@@ -193,57 +185,53 @@ export default async function LiveReportingPage(props: {
   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
@@ -318,153 +306,8 @@ export default async function LiveReportingPage(props: {
     if (state !== "none") removalStatusByDeal[row.hubspotDealId] = state;
   }
 
-  // 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">

From e52ab73e9fdc08b193cd6b4191d88fc3d661c0c4 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 12 May 2026 13:00:09 +0000
Subject: [PATCH 131/147] Remove unused WorkPhaseStats and consolidate deal
 mapping into shared module
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Delete WorkPhaseStats type and its four computation blocks (coordination,
design, install, lodgement) from transforms.ts and types.ts — the computed
values were never read by any component.

Extract mapDbRowToHubspotDeal, DealRow, and the coordinator/designer aliases
into a new dealQuery.ts module, eliminating the verbatim duplication between
the live tracker page and the deal detail page.

Replace the inline doc status computation in [dealId]/page.tsx with calls
to the existing fetchDocsByDealId and computeDocStatusMap from docStatus.ts,
so both paths now share a single implementation.
---
 .../your-projects/live/[dealId]/page.tsx      | 193 ++----------------
 .../your-projects/live/dealQuery.ts           |  73 +++++++
 .../(portfolio)/your-projects/live/page.tsx   |  75 +------
 .../your-projects/live/transforms.ts          | 106 +---------
 .../(portfolio)/your-projects/live/types.ts   |  17 --
 5 files changed, 90 insertions(+), 374 deletions(-)
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/dealQuery.ts

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
index 79a50c6..08d2561 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
@@ -1,104 +1,23 @@
 import { getServerSession } from "next-auth";
 import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
 import { redirect, notFound } from "next/navigation";
-import { eq, inArray, and, desc } from "drizzle-orm";
+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 { alias } from "drizzle-orm/pg-core";
-import { hubspotUsers } from "@/app/db/schema/crm/hubspot_user_table";
-import { uploadedFiles } from "@/app/db/schema/uploaded_files";
 import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation";
 import { organisation } from "@/app/db/schema/organisation";
 import { 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 { sql } from "drizzle-orm";
-import type {
-  HubspotDeal,
-  DocStatus,
-  MeasureDocProgress,
-  PortfolioCapabilityType,
-  EffectiveRemovalState,
-} from "../types";
-import {
-  EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES,
-  SURVEY_ALL_DOC_TYPES,
-} from "../types";
-import { getRequiredDocs } from "@/app/lib/measureDocumentRequirements";
+import type { DocStatus, PortfolioCapabilityType, EffectiveRemovalState } from "../types";
 import { classifyDeals } from "../transforms";
-import type { InferSelectModel } from "drizzle-orm";
+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";
 
-const coordinatorUser = alias(hubspotUsers, "coordinator_user");
-const designerUser = alias(hubspotUsers, "designer_user");
-
-type DealRow = {
-  deal: InferSelectModel<typeof hubspotDealData>;
-  coordinator: string | null;
-  designer: string | null;
-};
-
-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,
-  };
-}
-
 export default async function DealDetailPage(props: {
   params: Promise<{ slug: string; dealId: string }>;
 }) {
@@ -240,99 +159,15 @@ export default async function DealDetailPage(props: {
     }
   }
 
-  // Doc status — same two-phase strategy as live tracker
-  const docFiles: Array<{ fileType: string; measureName: string | null }> = [];
-
-  const phase1Rows = await db
-    .select({
-      hubsotDealId: uploadedFiles.hubsotDealId,
-      fileType: uploadedFiles.fileType,
-      measureName: uploadedFiles.measureName,
-    })
-    .from(uploadedFiles)
-    .where(eq(uploadedFiles.hubsotDealId, dealId));
-
-  for (const row of phase1Rows) {
-    if (row.fileType !== null) {
-      docFiles.push({ fileType: row.fileType, measureName: row.measureName });
-    }
-  }
-
-  if (docFiles.length === 0 && deal.uprn) {
-    try {
-      const uprnBig = BigInt(deal.uprn);
-      const phase2Rows = await db
-        .select({
-          fileType: uploadedFiles.fileType,
-          measureName: uploadedFiles.measureName,
-        })
-        .from(uploadedFiles)
-        .where(eq(uploadedFiles.uprn, uprnBig));
-
-      for (const row of phase2Rows) {
-        if (row.fileType !== null) {
-          docFiles.push({
-            fileType: row.fileType,
-            measureName: row.measureName,
-          });
-        }
-      }
-    } catch {
-      // Invalid UPRN — skip phase 2
-    }
-  }
-
-  const measures =
-    approvedMeasures.length > 0
-      ? approvedMeasures
-      : (deal.proposedMeasures ?? "")
-          .split(",")
-          .map((m: string) => m.trim())
-          .filter(Boolean);
-
-  const surveyDocs = docFiles.filter((d) => SURVEY_ALL_DOC_TYPES.has(d.fileType));
-  const installDocs = docFiles.filter((d) => !SURVEY_ALL_DOC_TYPES.has(d.fileType));
-  const surveyTypeSet = new Set(surveyDocs.map((d) => d.fileType));
-
-  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";
-    }
-  }
-
-  const docStatus: DocStatus = {
-    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([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 (
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/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
index 840a2d3..87a9a7a 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -7,9 +7,9 @@ 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 { alias } from "drizzle-orm/pg-core";
-import { hubspotUsers } from "@/app/db/schema/crm/hubspot_user_table";
 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,
@@ -20,86 +20,15 @@ import { userDefinedDealMeasures } from "@/app/db/schema/user_defined_deal_measu
 import { propertyRemovalRequests } from "@/app/db/schema/removal_requests";
 import { user as userTable } from "@/app/db/schema/users";
 import type {
-  HubspotDeal,
   PortfolioCapabilityType,
   ApprovalsByDeal,
   InstructedMeasuresByDeal,
   RemovalStatusByDeal,
   EffectiveRemovalState,
 } from "./types";
-import type { InferSelectModel } from "drizzle-orm";
 import { Card, CardContent } from "@/app/shadcn_components/ui/card";
 import { Building2 } from "lucide-react";
 
-const coordinatorUser = alias(hubspotUsers, "coordinator_user");
-const designerUser = alias(hubspotUsers, "designer_user");
-
-type DealRow = {
-  deal: InferSelectModel<typeof hubspotDealData>;
-  coordinator: string | null;
-  designer: string | null;
-};
-
-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,
-    // New per-deal workflow fields
-    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,
-  };
-}
-
 export default async function LiveReportingPage(props: {
   params: Promise<{ slug: string }>;
 }) {
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 9e45e67..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),
   };
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 da7d78e..e1be10c 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
@@ -104,19 +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)
 // -----------------------------------------------------------------------
@@ -151,10 +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[];
 };

From 7841e4a5568c201d3f7d460d650566222f4df7c6 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 12 May 2026 13:12:14 +0000
Subject: [PATCH 132/147] xtracted duplicated removal state logic into a shared
 module.
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Created removalState.ts with two functions: deriveEffectiveRemovalState (single DB row → EffectiveRemovalState) and computeRemovalStatusByDeal (ordered rows → RemovalStatusByDeal map, owns deduplication).
Created removalState.test.ts with 11 tests covering all 6 (type, status) combinations and the map-building edge cases (empty input, deduplication, none entries excluded).
live/page.tsx: replaced a 14-line seen-set loop with a single computeRemovalStatusByDeal(removalRows) call.
live/[dealId]/page.tsx: replaced an if/else block with deriveEffectiveRemovalState(removalRows[0]).
---
 .../your-projects/live/[dealId]/page.tsx      | 18 +++++-----------
 .../(portfolio)/your-projects/live/page.tsx   | 21 ++-----------------
 2 files changed, 7 insertions(+), 32 deletions(-)

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
index 08d2561..18dfe69 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.tsx
@@ -10,7 +10,8 @@ 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, EffectiveRemovalState } from "../types";
+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";
@@ -131,7 +132,6 @@ export default async function DealDetailPage(props: {
     );
   approvedMeasures.push(...approvalRows.map((r) => r.measureName));
 
-  let removalState: EffectiveRemovalState = "none";
   const removalRows = await db
     .select({
       type: propertyRemovalRequests.type,
@@ -147,17 +147,9 @@ export default async function DealDetailPage(props: {
     .orderBy(desc(propertyRemovalRequests.requestedAt))
     .limit(1);
 
-  if (removalRows[0]) {
-    const row = removalRows[0];
-    if (row.status === "pending") {
-      removalState =
-        row.type === "re_addition" ? "pending_re_addition" : "pending_removal";
-    } else if (row.type === "removal" && row.status === "approved") {
-      removalState = "removed";
-    } else if (row.type === "re_addition" && row.status === "declined") {
-      removalState = "removed";
-    }
-  }
+  const removalState = removalRows[0]
+    ? deriveEffectiveRemovalState(removalRows[0])
+    : "none";
 
   const docsByDealId = await fetchDocsByDealId([hubspotDeal], [dealId]);
   const docStatusMap = computeDocStatusMap([hubspotDeal], docsByDealId, { [dealId]: approvedMeasures });
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 87a9a7a..6b50ee9 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx
@@ -24,8 +24,8 @@ import type {
   ApprovalsByDeal,
   InstructedMeasuresByDeal,
   RemovalStatusByDeal,
-  EffectiveRemovalState,
 } from "./types";
+import { computeRemovalStatusByDeal } from "./removalState";
 import { Card, CardContent } from "@/app/shadcn_components/ui/card";
 import { Building2 } from "lucide-react";
 
@@ -206,8 +206,6 @@ export default async function LiveReportingPage(props: {
     }
   }
 
-  // Compute effective removal state per deal
-  const removalStatusByDeal: RemovalStatusByDeal = {};
   const removalRows = await db
     .select({
       hubspotDealId: propertyRemovalRequests.hubspotDealId,
@@ -218,22 +216,7 @@ 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);
 
   const docsByDealId = await fetchDocsByDealId(deals, dealIds);
   const docStatusMap = computeDocStatusMap(deals, docsByDealId, approvalsByDeal);

From 1345f36d8d0804d5bddae9cd0c7c98ebe32745e5 Mon Sep 17 00:00:00 2001
From: Khalim Conn-Kowlessar <kconnkowlessar@gmail.com>
Date: Tue, 12 May 2026 13:29:00 +0000
Subject: [PATCH 133/147] Add test coverage for transforms.ts stage
 classification logic

49 tests across all exported functions: resolveDisplayStage (STAGE_ID_MAP
lookups, AFTER_ASSESSMENT sub-classification, POST_DESIGN precedence chain,
RA ISSUE overrides), classifyDeals, computeDampMouldRisk, computeFunnelStages,
computeProjectProgress (Queries exclusion from percentages), computeOutcomeSlices,
and computeLiveTrackerData (__ALL__ synthetic project behaviour).
---
 .../your-projects/live/removalState.test.ts   |  64 +++
 .../your-projects/live/removalState.ts        |  31 ++
 .../your-projects/live/transforms.test.ts     | 525 ++++++++++++++++++
 3 files changed, 620 insertions(+)
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/removalState.test.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/removalState.ts
 create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts

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);
+  });
+});

From b387bc24f8933704fb3629e24345403989e8fe1f Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Tue, 12 May 2026 13:54:18 +0000
Subject: [PATCH 134/147] got rid of get server

---
 .../[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx          | 2 --
 1 file changed, 2 deletions(-)

diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
index 5509be2..f28787f 100644
--- a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx
@@ -1,5 +1,3 @@
-"use server";
-
 import { db } from "@/app/db/db";
 import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
 import { eq } from "drizzle-orm";

From 8f87ea0c96dd020e49317e7993f4302c82807235 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Tue, 12 May 2026 15:41:43 +0000
Subject: [PATCH 135/147] magic_plan_uid column is unique

---
 src/app/db/schema/magic_plan/plan.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/app/db/schema/magic_plan/plan.ts b/src/app/db/schema/magic_plan/plan.ts
index f604552..7bc7e97 100644
--- a/src/app/db/schema/magic_plan/plan.ts
+++ b/src/app/db/schema/magic_plan/plan.ts
@@ -7,6 +7,6 @@ export const magicPlanPlan = pgTable(
     name:       text("name"),
     address:    text("address"),
     postcode:   text("postcode"),
-    magicPlanUid: text("magic_plan_uid"),
+    magicPlanUid: text("magic_plan_uid").unique(),
   },
 );
\ No newline at end of file

From 4b62b12f150ae4dae838f4ad83bd7191cdeadd68 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Tue, 12 May 2026 15:42:27 +0000
Subject: [PATCH 136/147] add migration files

---
 src/app/db/migrations/0200_new_beast.sql      |    1 +
 src/app/db/migrations/meta/0200_snapshot.json | 9397 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 9405 insertions(+)
 create mode 100644 src/app/db/migrations/0200_new_beast.sql
 create mode 100644 src/app/db/migrations/meta/0200_snapshot.json

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/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": {
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+    },
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+        },
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+        },
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+        },
+        "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",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "tenure",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "transaction_type",
+          "type": "text",
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+          "notNull": true
+        },
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+          "notNull": true
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+        },
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+          "type": "timestamp",
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+        },
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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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+        },
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+          "notNull": false
+        },
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+        },
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+          "notNull": true
+        },
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+        },
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+        },
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+          "notNull": true
+        },
+        "blocked_chimneys_count": {
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+          "notNull": false
+        },
+        "draughtproofed_door_count": {
+          "name": "draughtproofed_door_count",
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "low_energy_fixed_lighting_bulbs_count",
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "fixed_lighting_outlets_count",
+          "type": "integer",
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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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+          "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
+        },
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+          "name": "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": {
+          "name": "percent_draughtproofed",
+          "type": "integer",
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+          "notNull": false
+        },
+        "insulated_door_u_value": {
+          "name": "insulated_door_u_value",
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "name": "windows_transmission_solar_transmittance",
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+          "notNull": false
+        },
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+          "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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+          "notNull": true
+        },
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+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_wind_turbines_terrain_type": {
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "energy_electricity_smart_meter_present": {
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+          "notNull": true
+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "energy_pv_battery_capacity",
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+          "notNull": false
+        },
+        "energy_wind_turbine_hub_height": {
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+          "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
+        },
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_water_heating_fuel": {
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+          "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": {
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+          "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
+        },
+        "heating_wwhrs_index_number_1": {
+          "name": "heating_wwhrs_index_number_1",
+          "type": "integer",
+          "primaryKey": false,
+          "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
+        },
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+          "name": "ventilation_draught_lobby",
+          "type": "boolean",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "ventilation_closed_flues_count": {
+          "name": "ventilation_closed_flues_count",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "ventilation_boiler_flues_count",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "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
+        },
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+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "mechanical_vent_measured_installation": {
+          "name": "mechanical_vent_measured_installation",
+          "type": "text",
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+          "notNull": false
+        }
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+              "expression": "property_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
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+          "concurrently": false,
+          "method": "btree",
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+            "id"
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+        "epc_property_portfolio_id_portfolio_id_fk": {
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+          "tableFrom": "epc_property",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "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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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.epc_property_energy_performance": {
+      "name": "epc_property_energy_performance",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "epc_property_id",
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+          "primaryKey": false,
+          "notNull": true
+        },
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+          "name": "energy_rating_current",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_consumption_current": {
+          "name": "energy_consumption_current",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "environmental_impact_current": {
+          "name": "environmental_impact_current",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cost_current": {
+          "name": "heating_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting_cost_current": {
+          "name": "lighting_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_cost_current": {
+          "name": "hot_water_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "co2_emissions_current": {
+          "name": "co2_emissions_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "co2_emissions_current_per_floor_area": {
+          "name": "co2_emissions_current_per_floor_area",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_efficiency_band": {
+          "name": "current_energy_efficiency_band",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_rating_potential": {
+          "name": "energy_rating_potential",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "energy_consumption_potential": {
+          "name": "energy_consumption_potential",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "environmental_impact_potential": {
+          "name": "environmental_impact_potential",
+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "heating_cost_potential": {
+          "name": "heating_cost_potential",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "lighting_cost_potential": {
+          "name": "lighting_cost_potential",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_cost_potential": {
+          "name": "hot_water_cost_potential",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "co2_emissions_potential": {
+          "name": "co2_emissions_potential",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "potential_energy_efficiency_band": {
+          "name": "potential_energy_efficiency_band",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        }
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+      "indexes": {},
+      "foreignKeys": {
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+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
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+      "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index 99ca8df..df6c095 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1401,6 +1401,13 @@
       "when": 1778249728162,
       "tag": "0199_rich_mandroid",
       "breakpoints": true
+    },
+    {
+      "idx": 200,
+      "version": "7",
+      "when": 1778600522440,
+      "tag": "0200_new_beast",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 10b3d81bc29c5b227bc88a3d13dd62788ae85645 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Tue, 12 May 2026 16:18:42 +0000
Subject: [PATCH 137/147] added enum from hubspot source

---
 .../migrations/0201_known_sebastian_shaw.sql  |    1 +
 src/app/db/migrations/meta/0201_snapshot.json | 9398 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 src/app/db/schema/tasks/tasks.ts              |    2 +-
 4 files changed, 9407 insertions(+), 1 deletion(-)
 create mode 100644 src/app/db/migrations/0201_known_sebastian_shaw.sql
 create mode 100644 src/app/db/migrations/meta/0201_snapshot.json

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/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,
+              "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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+      "indexes": {},
+      "foreignKeys": {
+        "aspect_condition_element_id_element_id_fk": {
+          "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
+        },
+        "date": {
+          "name": "date",
+          "type": "date",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "source": {
+          "name": "source",
+          "type": "text",
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+      "indexes": {},
+      "foreignKeys": {},
+      "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
+        },
+        "company_name": {
+          "name": "company_name",
+          "type": "text",
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+          "name": "group_id",
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+          "default": "now()"
+        },
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+          "default": "now()"
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+      "checkConstraints": {},
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        },
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+          "name": "dealstage",
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+        },
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+          "name": "project_code",
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+          "notNull": false
+        },
+        "landlord_property_id": {
+          "name": "landlord_property_id",
+          "type": "text",
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+          "notNull": false
+        },
+        "listing_id": {
+          "name": "listing_id",
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+        "uprn": {
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+          "name": "outcome",
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+          "notNull": false
+        },
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+          "name": "outcome_notes",
+          "type": "text",
+          "primaryKey": false,
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+        },
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "major_condition_issue_photos",
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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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+          "notNull": false
+        },
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+          "name": "sharepoint_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "dampmould_growth": {
+          "name": "dampmould_growth",
+          "type": "text",
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+          "name": "pre_sap",
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+        },
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+          "name": "coordinator",
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+        },
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+          "notNull": false
+        },
+        "mtp_re_model_completion_date": {
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+        },
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+        },
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+          "name": "approved_package",
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+        "designer": {
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+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "actual_measures_installed": {
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+          "type": "text",
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+        },
+        "installer": {
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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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+          "type": "text",
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+        },
+        "ei_score": {
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+          "name": "ei_score__potential_",
+          "type": "text",
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+        },
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+        },
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+        },
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+          "type": "timestamp (6) with time zone",
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+        },
+        "confirmed_survey_time": {
+          "name": "confirmed_survey_time",
+          "type": "text",
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+        },
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+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "measures_for_pibi_ordered": {
+          "name": "measures_for_pibi_ordered",
+          "type": "text",
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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",
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+          "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": {
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+          "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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+          "name": "domna_survey_date",
+          "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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+          "default": "now()"
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+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
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+    },
+    "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",
+          "type": "text",
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+        },
+        "last_name": {
+          "name": "last_name",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "email": {
+          "name": "email",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "updated_at": {
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_status_tracker": {
+      "name": "property_status_tracker",
+      "schema": "",
+      "columns": {
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+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        "hubspot_deal_id": {
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+          "primaryKey": false,
+          "notNull": true
+        },
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+        "created_at": {
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+          "notNull": true,
+          "default": "now()"
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+          "notNull": true,
+          "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"
+          ],
+          "onDelete": "cascade",
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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",
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+        },
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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",
+          "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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+        },
+        "address3": {
+          "name": "address3",
+          "type": "text",
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+          "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
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+            "property_id"
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+      "checkConstraints": {},
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+          "default": "now()"
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+          "notNull": false
+        },
+        "total_uplift": {
+          "name": "total_uplift",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "full_project_score",
+          "type": "real",
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+            "id"
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+          "onUpdate": "no action"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
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+          "type": "bigserial",
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+          "type": "real",
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+          "tableTo": "material",
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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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+          "notNull": false
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+          "type": "inspections_cladding",
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+          "notNull": false
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+          "notNull": false
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+          "type": "timestamp",
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+      "checkConstraints": {},
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+    },
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+          "tableTo": "magic_plan_room",
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+        }
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+          "tableFrom": "magic_plan_floor",
+          "tableTo": "magic_plan_plan",
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+          ],
+          "columnsTo": [
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+    },
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+          "notNull": false
+        },
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+          "name": "postcode",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "magic_plan_uid",
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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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+          "tableTo": "magic_plan_floor",
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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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+          "tableFrom": "magic_plan_window",
+          "tableTo": "magic_plan_room",
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+            "magic_plan_room_id"
+          ],
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+    },
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+        },
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+        },
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+        },
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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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+      ]
+    },
+    "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index df6c095..f52050b 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1408,6 +1408,13 @@
       "when": 1778600522440,
       "tag": "0200_new_beast",
       "breakpoints": true
+    },
+    {
+      "idx": 201,
+      "version": "7",
+      "when": 1778602691863,
+      "tag": "0201_known_sebastian_shaw",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file
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(),

From 35775164ef1e8ba6e511e2885863bdc70d2a4139 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Tue, 12 May 2026 16:27:00 +0000
Subject: [PATCH 138/147] remove doc files

---
 .gitignore                                    |  2 ++
 docs/adr/0001-bulk-upload-state-machine.md    | 20 -------------------
 ...ulk-upload-browser-driven-orchestration.md | 17 ----------------
 .../0003-task-creation-inside-bulk-upload.md  | 12 -----------
 ...0004-bulk-upload-explicit-stage-buttons.md | 19 ------------------
 docs/adr/0005-retire-needs-review-status.md   | 14 -------------
 6 files changed, 2 insertions(+), 82 deletions(-)
 delete mode 100644 docs/adr/0001-bulk-upload-state-machine.md
 delete mode 100644 docs/adr/0002-bulk-upload-browser-driven-orchestration.md
 delete mode 100644 docs/adr/0003-task-creation-inside-bulk-upload.md
 delete mode 100644 docs/adr/0004-bulk-upload-explicit-stage-buttons.md
 delete mode 100644 docs/adr/0005-retire-needs-review-status.md

diff --git a/.gitignore b/.gitignore
index c2157ee..df17244 100644
--- a/.gitignore
+++ b/.gitignore
@@ -39,3 +39,5 @@ cypress.env.json
 next-env.d.ts
 
 backlog/**
+
+docs/adr/**
diff --git a/docs/adr/0001-bulk-upload-state-machine.md b/docs/adr/0001-bulk-upload-state-machine.md
deleted file mode 100644
index 741e4a3..0000000
--- a/docs/adr/0001-bulk-upload-state-machine.md
+++ /dev/null
@@ -1,20 +0,0 @@
-# BulkUpload state machine (v1)
-
-The BulkUpload lifecycle is:
-
-```
-ready_for_processing → mapping_complete → processing → combining → awaiting_review
-  → complete | needs_review | failed
-```
-
-Two writers: Next.js writes the user-driven transitions (`mapping_complete`, `processing`, `complete`, `needs_review`); the FastAPI `bulk_address2uprn_combiner` worker writes `combining` and `awaiting_review` directly to the DB during its run. Any aggregate enforcing the state machine on the Next.js side must treat those two as observed-not-owned.
-
-Three deliberate "not yet" decisions are baked into this version, each likely to be re-suggested without a record:
-
-1. **`needs_review` is terminal — no recovery flow.** A finalised upload with missing or duplicate UPRNs ends up here, and that's it. The imported Properties show up in the property table; a proper review/recovery UI is planned but out of scope. Without this note, every future architecture pass will surface "needs_review has no exit" as a bug.
-
-2. **Re-mapping is rejected after `mapping_complete`.** PATCHing `columnMapping` once Address matching has been triggered returns 409. We considered (B) reset-and-rerun (clear the combiner output, return to `mapping_complete`, force the user to re-trigger) but rejected it for now: it requires cleaning up abandoned Tasks/SubTasks and re-charging a FastAPI run. (A) is the smallest correct thing — the DB column never drifts from what produced the combined output. Revisit when re-run-from-review lands.
-
-3. **`failed` exists in the schema but is not yet written by any route.** Synchronous trigger failures (route can't reach FastAPI) are surfaced as React Query toasts on 5xx; the BulkUpload stays in its prior status and the user retries. In-flight failures (Combiner crashes silently) currently leave uploads stuck in `processing` — this is known-incomplete, waiting on FastAPI-side callback work to report failure. The status is in the schema now so the seam is ready when that work is scheduled.
-
-These are the only "no" decisions in v1; everything else (concurrency guards on stage triggers, persisting `failed`, etc.) is intended to be added.
diff --git a/docs/adr/0002-bulk-upload-browser-driven-orchestration.md b/docs/adr/0002-bulk-upload-browser-driven-orchestration.md
deleted file mode 100644
index f27a5e0..0000000
--- a/docs/adr/0002-bulk-upload-browser-driven-orchestration.md
+++ /dev/null
@@ -1,17 +0,0 @@
-# BulkUpload pipeline stays browser-driven for now
-
-The BulkUpload pipeline chains three stages — address matching, combiner trigger, finalise — and the chain is currently driven by the **frontend polling** in `OnboardingProgress.tsx`. The browser fires `POST /combine` when the Task looks done, then `POST /finalize` when the upload reaches `awaiting_review`. Close the tab → upload gets stuck.
-
-A server-driven alternative (FastAPI callback into a Next.js webhook, or a sweeper route) would be more robust, but the entire bulk-upload flow is scheduled for redesign. This code path is being kept as **internal tooling for the Domna tech team** to onboard portfolios while the new flow is built — not for end-user use.
-
-So the cleanup invests only in things that survive the redesign:
-- A real state machine on the BulkUpload aggregate (so the tech team can debug from the row alone).
-- Deduplicated FastAPI trigger logic.
-- Concurrency guards on stage triggers.
-
-It deliberately does **not** invest in:
-- Server-side stage orchestration.
-- Recovery from `failed` / stuck uploads.
-- A real `awaiting_review` review UI.
-
-When the redesign lands, browser-driven chaining and the auto-finalise behaviour go with it. Future readers asking "why didn't they fix this" — that's why.
diff --git a/docs/adr/0003-task-creation-inside-bulk-upload.md b/docs/adr/0003-task-creation-inside-bulk-upload.md
deleted file mode 100644
index 2915346..0000000
--- a/docs/adr/0003-task-creation-inside-bulk-upload.md
+++ /dev/null
@@ -1,12 +0,0 @@
-# Task creation lives in BulkUpload, not behind a generic Task endpoint
-
-A `Task` is the orchestration handle for a FastAPI pipeline run; per `CONTEXT.md`, **a BulkUpload has at most one Task**. Today BulkUpload is the only feature that creates Tasks.
-
-We're collapsing the previous two-step client seam — `POST /api/tasks` to create a Task and SubTask, then `POST /bulk-uploads/[uploadId]/start-address-matching` with the resulting IDs — into a single route. Task + SubTask creation moves inside `triggerAddressMatching` in `src/lib/bulkUpload/server.ts`. The generic `POST /api/tasks` endpoint is deleted; the `GET /api/tasks` listing (admin Tasks UI) stays.
-
-The trade-off was between:
-
-- **(rejected) Keep `POST /api/tasks` for future generic use.** No other feature creates Tasks today. By the deletion test, the generic endpoint wasn't earning its keep — every line was overhead carried for hypothetical callers, while the only real caller had to perform a leaky two-call dance to satisfy a contract that didn't reflect the domain.
-- **(chosen) Collapse Task creation into the BulkUpload module.** The seam matches the domain: BulkUpload owns its Task's lifecycle, including the moment of creation. One route handles the full transition into `processing`. The client surface (`useStartAddressMatching`) is one mutation, not a chain.
-
-A future reader will see `/api/tasks` exposing GET-only and reasonably wonder where Tasks are created. The answer is: inside whichever feature owns the Task. Today that's BulkUpload only. If a second feature ever needs to create Tasks, re-extract a generic creator at that point — extracting from two real consumers is straightforward, whereas keeping a speculative endpoint live without consumers leaves a stale-by-default seam that drifts from how Tasks are actually created.
diff --git a/docs/adr/0004-bulk-upload-explicit-stage-buttons.md b/docs/adr/0004-bulk-upload-explicit-stage-buttons.md
deleted file mode 100644
index de7a98c..0000000
--- a/docs/adr/0004-bulk-upload-explicit-stage-buttons.md
+++ /dev/null
@@ -1,19 +0,0 @@
-# Bulk-upload pipeline advances via explicit Run Combiner / Finalise buttons
-
-[ADR-0002](./0002-bulk-upload-browser-driven-orchestration.md) described the bulk-upload pipeline as **browser-driven and auto-firing**: a polling loop in `OnboardingProgress.tsx` watched the Task summary and fired `POST /combine` when the Task looked done, then `POST /finalize` when the upload reached `awaiting_review`, with mutable `combineFired` / `finalizeFired` / `refreshed` flags gating the side effects.
-
-This decision keeps the pipeline browser-driven (per ADR-0002) but replaces the auto-fire behaviour with **explicit buttons** the Domna tech team clicks to advance each stage. The state machine in [ADR-0001](./0001-bulk-upload-state-machine.md) is unchanged.
-
-Concretely:
-
-- The progress screen polls a single `GET /bulk-uploads/[uploadId]/progress` snapshot (Task summary + BulkUpload row in one query).
-- "Run Combiner" appears when the Task reaches terminal-non-failed and the Combiner hasn't been triggered yet.
-- "Finalise" appears when the BulkUpload reaches `awaiting_review`.
-- Polling stops once the BulkUpload reaches a terminal status; on `useFinalize` success the caller runs `router.refresh()`.
-
-The trade-off was between:
-
-- **(rejected) Keep auto-fire and translate the orchestration to react-query with `useEffect`s.** Functional, but the auto-fire UX hides where the pipeline gets stuck — which is the failure mode the Domna tech team needs to debug. CLAUDE.md's "avoid `useEffect`" rule also gets stretched: three effects, one per side-effecting transition, each watching derived eligibility flags.
-- **(chosen) Explicit buttons.** The "fire once" mutable flags collapse into react-query mutation state (`isIdle` / `isPending` / `isSuccess`) — pure derivations from the cache, no `useEffect`. Each stage is observable, retryable, and reflects the current BulkUpload status directly. Tab close still leaves uploads stuck (browser-driven progression, per ADR-0002), but "stuck" is now legible: the team sees which button is pending.
-
-When the bulk-upload redesign lands (per ADR-0002, "out of scope"), this entire screen and its buttons go away in favour of server-driven progression. Until then, the buttons are the right level of investment: they survive the redesign as discoverable artifacts of the prior flow, and they make the current flow tractable for the team using it.
diff --git a/docs/adr/0005-retire-needs-review-status.md b/docs/adr/0005-retire-needs-review-status.md
deleted file mode 100644
index f12ebb6..0000000
--- a/docs/adr/0005-retire-needs-review-status.md
+++ /dev/null
@@ -1,14 +0,0 @@
-# Retire the `needs_review` BulkUpload status
-
-[ADR-0001](./0001-bulk-upload-state-machine.md) preserved `needs_review` as a terminal status (deliberate decision #1): a finalised upload with missing or duplicate UPRNs ended up there, distinct from `complete`, even though no recovery flow existed. The reasoning was that the status flag still carried a UI signal — "Imported with issues" copy on the upload detail page — that told the team manual cleanup was needed in the property table.
-
-This decision retires `needs_review` entirely. Finalise now always sets `complete`, regardless of whether any rows were missing a UPRN or shared one with another row. The status enum, the `markFinalized` signature, and the per-status UI copy are all simplified accordingly.
-
-The terminal set is now `complete` and `failed` only. The state machine in ADR-0001 otherwise stands; only the post-Finalise branching changes.
-
-The trade-off was between:
-
-- **(rejected) Keep `needs_review` for the UI distinction.** The flag was the only consumer of the missing/duplicate-UPRN counts during Finalise, and the counts themselves were already dead in the response payload. Keeping the flag meant maintaining a state-machine branch and a STATUS_CONFIG entry for a signal that — per ADR-0001 — has no follow-up action. Future readers would continue to surface "needs_review has no exit" as friction.
-- **(chosen) Always `complete`.** One terminal success state. The Finalise route loses the missing/duplicate-UPRN booleans entirely; rows are inserted with whatever UPRN they have (or none), and the team handles cleanup in the property table directly. If a recovery flow ever lands, it can re-introduce a more meaningful intermediate status at that point — driven by the actual recovery UX rather than a defensive flag set today.
-
-Legacy `bulk_address_uploads` rows with `status = 'needs_review'` (if any exist) will fall through `STATUS_CONFIG` lookup and render as the default `ready_for_processing` card. This is acceptable because (a) the flow is internal Domna tooling per ADR-0002, (b) any such rows pre-date this change and represent uploads the team has already triaged manually, and (c) the records still link to imported properties via the BulkUpload row's relationships. No migration is run.

From 00b0cc2a4575b997f6e0afc038e35029af59b5b6 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 13 May 2026 10:03:07 +0000
Subject: [PATCH 139/147] add uploaded_file_id fk to magic_plan_plan

---
 src/app/db/schema/magic_plan/plan.ts | 16 ++++++++++------
 1 file changed, 10 insertions(+), 6 deletions(-)

diff --git a/src/app/db/schema/magic_plan/plan.ts b/src/app/db/schema/magic_plan/plan.ts
index 7bc7e97..f5fabff 100644
--- a/src/app/db/schema/magic_plan/plan.ts
+++ b/src/app/db/schema/magic_plan/plan.ts
@@ -1,12 +1,16 @@
-import { pgTable, bigserial, text } from "drizzle-orm/pg-core";
+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(),
+    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

From 6b1627d03cd6ab7838a9e69353945aaf59d520aa Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 13 May 2026 10:03:43 +0000
Subject: [PATCH 140/147] migration files

---
 .../migrations/0202_furry_mister_sinister.sql |    3 +
 src/app/db/migrations/meta/0202_snapshot.json | 9425 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 9435 insertions(+)
 create mode 100644 src/app/db/migrations/0202_furry_mister_sinister.sql
 create mode 100644 src/app/db/migrations/meta/0202_snapshot.json

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/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": {},
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+        },
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+        },
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+          "notNull": false
+        },
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+          "name": "calculation_software_version",
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+        },
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+        },
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+          "name": "address_line_2",
+          "type": "text",
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+          "notNull": false
+        },
+        "post_town": {
+          "name": "post_town",
+          "type": "text",
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+          "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
+        },
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+          "name": "dwelling_type",
+          "type": "text",
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+          "notNull": true
+        },
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+          "type": "text",
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+          "notNull": false
+        },
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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
+        },
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+          "name": "transaction_type",
+          "type": "text",
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+        },
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+          "name": "inspection_date",
+          "type": "timestamp",
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+          "name": "completion_date",
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+        },
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+          "type": "timestamp",
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+        },
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+          "notNull": true
+        },
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+          "type": "integer",
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+        },
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+          "type": "boolean",
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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": true
+        },
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+          "notNull": true
+        },
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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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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "any_unheated_rooms": {
+          "name": "any_unheated_rooms",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hydro": {
+          "name": "hydro",
+          "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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+          "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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+          "type": "boolean",
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+          "notNull": true
+        },
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+        },
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+          "notNull": true
+        },
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+          "notNull": true
+        },
+        "energy_wind_turbines_terrain_type": {
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+          "notNull": true
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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
+        },
+        "heating_cylinder_size": {
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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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+          "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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+          "notNull": false
+        },
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+          "type": "text",
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+          "notNull": false
+        },
+        "heating_cylinder_insulation_thickness_mm": {
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "heating_shower_outlet_type": {
+          "name": "heating_shower_outlet_type",
+          "type": "text",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "ventilation_type": {
+          "name": "ventilation_type",
+          "type": "text",
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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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+          "type": "integer",
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+          "notNull": false
+        },
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+          "notNull": false
+        },
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+          "notNull": false
+        },
+        "ventilation_extract_fans_count": {
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+          "notNull": false
+        },
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+          "type": "integer",
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+          "notNull": false
+        },
+        "ventilation_flueless_gas_fires_count": {
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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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+          "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",
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+          "notNull": false
+        },
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+          "name": "mechanical_vent_duct_insulation",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "mechanical_ventilation_index_number",
+          "type": "integer",
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+          "notNull": false
+        },
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+          "name": "mechanical_vent_measured_installation",
+          "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",
+          "with": {}
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+          "columnsFrom": [
+            "property_id"
+          ],
+          "columnsTo": [
+            "id"
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+          "onDelete": "no action",
+          "onUpdate": "no action"
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+          "tableTo": "portfolio",
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+          ],
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+          "onDelete": "no action",
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+        },
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+          "tableFrom": "epc_property",
+          "tableTo": "uploaded_files",
+          "columnsFrom": [
+            "uploaded_file_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
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+          "columns": [
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "name": "epc_property_energy_performance",
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+          "notNull": true
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+          "name": "energy_rating_current",
+          "type": "integer",
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+        },
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+          "name": "energy_consumption_current",
+          "type": "integer",
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+        },
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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
+        },
+        "lighting_cost_current": {
+          "name": "lighting_cost_current",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "hot_water_cost_current": {
+          "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
+        },
+        "co2_emissions_current_per_floor_area": {
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+          "type": "integer",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "current_energy_efficiency_band": {
+          "name": "current_energy_efficiency_band",
+          "type": "text",
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+          "notNull": false
+        },
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+        },
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+          "type": "integer",
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+        },
+        "environmental_impact_potential": {
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+          "type": "integer",
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+        },
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+          "type": "real",
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+          "notNull": false
+        },
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+        "Flat",
+        "Maisonette",
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+        "garage",
+        "extension",
+        "decking",
+        "shed against wall"
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+        "fibre batts - with cavity",
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+        "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index f52050b..c00e9d8 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1415,6 +1415,13 @@
       "when": 1778602691863,
       "tag": "0201_known_sebastian_shaw",
       "breakpoints": true
+    },
+    {
+      "idx": 202,
+      "version": "7",
+      "when": 1778666596489,
+      "tag": "0202_furry_mister_sinister",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From 452a2cd61d40affb0e85edbbe9b54e72be0c555c Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 13 May 2026 13:51:02 +0000
Subject: [PATCH 141/147] add new coordination and design file types

---
 src/app/db/schema/uploaded_files.ts | 8 +++++++-
 1 file changed, 7 insertions(+), 1 deletion(-)

diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts
index 85c129b..7d18a5d 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",
@@ -48,7 +49,12 @@ export const fileType = pgEnum("file_type", [
   "installer_feedback",
   "contractor_other",
   // MagicPlan
-  "magic_plan_json"
+  "magic_plan_json",
+  // Coordination
+  "improvement_option_evaluation",
+  "medium_term_improvement_plan",
+  // Design
+  "retrofit_design_doc"
 ]);
 
 export const fileSource = pgEnum("file_source", [

From 578e146aecab50f3bbf2307d69c6d1ef1d068ede Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Wed, 13 May 2026 13:51:26 +0000
Subject: [PATCH 142/147] migration files

---
 src/app/db/migrations/0203_kind_spyke.sql     |    3 +
 src/app/db/migrations/meta/0203_snapshot.json | 9428 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 9438 insertions(+)
 create mode 100644 src/app/db/migrations/0203_kind_spyke.sql
 create mode 100644 src/app/db/migrations/meta/0203_snapshot.json

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/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,
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+          "name": "column_mapping",
+          "type": "jsonb",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "task_id": {
+          "name": "task_id",
+          "type": "uuid",
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+          "notNull": false
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+          "name": "combined_output_s3_uri",
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+          "type": "timestamp with time zone",
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+          "notNull": true,
+          "default": "now()"
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+          "name": "updated_at",
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+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
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+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.aspect_condition": {
+      "name": "aspect_condition",
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+          "name": "id",
+          "type": "bigserial",
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+          "primaryKey": false,
+          "notNull": true
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+          "name": "quantity",
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+          "name": "install_date",
+          "type": "date",
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+          "name": "renewal_year",
+          "type": "integer",
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+          "notNull": false
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+          "name": "comments",
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+          "onUpdate": "no action"
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_condition_survey": {
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+          "type": "uuid",
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+          "notNull": true,
+          "default": "gen_random_uuid()"
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+          "primaryKey": false,
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+          "default": "now()"
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+        },
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+          "name": "outcome_notes",
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+        },
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+        },
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+        },
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+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "sharepoint_link",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
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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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+        },
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+        },
+        "damp_mould_and_repairs_comments": {
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+        },
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+          "name": "block_reference",
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+        },
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+          "name": "epc_prn",
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+        },
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+          "primaryKey": false,
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+        },
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+        },
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+          "name": "ei_score__potential_",
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+          "notNull": false
+        },
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+        },
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+        },
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+        },
+        "confirmed_survey_time": {
+          "name": "confirmed_survey_time",
+          "type": "text",
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+        },
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+        },
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+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "measures_for_pibi_ordered": {
+          "name": "measures_for_pibi_ordered",
+          "type": "text",
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+        },
+        "pibi_order_date": {
+          "name": "pibi_order_date",
+          "type": "timestamp (6) with time zone",
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+          "notNull": false
+        },
+        "pibi_completed_date": {
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+          "type": "timestamp (6) with time zone",
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+          "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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+        },
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+          "type": "timestamp (6) with time zone",
+          "primaryKey": false,
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+        },
+        "created_at": {
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+          "primaryKey": false,
+          "notNull": true,
+          "default": "now()"
+        },
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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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+          "notNull": false
+        },
+        "last_name": {
+          "name": "last_name",
+          "type": "text",
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+        },
+        "email": {
+          "name": "email",
+          "type": "text",
+          "primaryKey": false,
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+        },
+        "updated_at": {
+          "name": "updated_at",
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+        }
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+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_status_tracker": {
+      "name": "property_status_tracker",
+      "schema": "",
+      "columns": {
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+          "type": "uuid",
+          "primaryKey": true,
+          "notNull": true,
+          "default": "gen_random_uuid()"
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+        "hubspot_deal_id": {
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+        },
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+          "name": "property_id",
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+        },
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+        },
+        "created_at": {
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+          "type": "timestamp (6) with time zone",
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+          "notNull": true,
+          "default": "now()"
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+          "primaryKey": false,
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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": {
+          "name": "property_status_tracker_portfolio_id_portfolio_id_fk",
+          "tableFrom": "property_status_tracker",
+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
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+      },
+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.energy_assessments": {
+      "name": "energy_assessments",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "uprn",
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+          "notNull": true
+        },
+        "uprn_source": {
+          "name": "uprn_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "property_type": {
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+          "name": "frame_material",
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+          "notNull": false
+        },
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+          "name": "frame_factor",
+          "type": "real",
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+          "notNull": false
+        },
+        "permanent_shutters_insulated": {
+          "name": "permanent_shutters_insulated",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_u_value": {
+          "name": "transmission_u_value",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_data_source": {
+          "name": "transmission_data_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_solar_transmittance": {
+          "name": "transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
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+          "tableTo": "epc_property",
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+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
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+      "name": "non_intrusive_survey",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
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+          "name": "uprn",
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+      "policies": {},
+      "checkConstraints": {},
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+    },
+    "public.non_intrusive_survey_notes": {
+      "name": "non_intrusive_survey_notes",
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
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+          "tableTo": "non_intrusive_survey",
+          "columnsFrom": [
+            "survey_id"
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+          "columnsTo": [
+            "id"
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+          "onUpdate": "no action"
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+      },
+      "compositePrimaryKeys": {},
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+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property": {
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+        },
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+        },
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+        },
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+          "name": "lexiscore",
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+        },
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+          "default": "now()"
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+          "notNull": true,
+          "default": "now()"
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+        },
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+        }
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+          "where": "\"property\".\"uprn\" IS NOT NULL",
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+          "method": "btree",
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+          ],
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+      "isRLSEnabled": false
+    },
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+        },
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+        },
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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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+          "name": "windows",
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+        },
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+          "notNull": false
+        },
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+        },
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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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+          "name": "lighting",
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+        },
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+          "type": "smallint",
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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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+        },
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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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+          "name": "co2_emissions",
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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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+          "default": false
+        },
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+        },
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+          "notNull": false
+        },
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+          "default": false
+        },
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+          "name": "environment_impact_current",
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+          "notNull": false
+        }
+      },
+      "indexes": {
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+              "asc": true,
+              "nulls": "last"
+            },
+            {
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+          ],
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+          "method": "btree",
+          "with": {}
+        }
+      },
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+    },
+    "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/_journal.json b/src/app/db/migrations/meta/_journal.json
index c00e9d8..a8e6825 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1422,6 +1422,13 @@
       "when": 1778666596489,
       "tag": "0202_furry_mister_sinister",
       "breakpoints": true
+    },
+    {
+      "idx": 203,
+      "version": "7",
+      "when": 1778680271996,
+      "tag": "0203_kind_spyke",
+      "breakpoints": true
     }
   ]
 }
\ No newline at end of file

From cd47aef98590d6d8dbe40220d5465a32355c63fd Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Fri, 15 May 2026 10:10:00 +0000
Subject: [PATCH 143/147] order by job started and not job updated time

---
 src/app/api/portfolio/[portfolioId]/tasks/route.ts | 2 +-
 src/app/api/tasks/[taskId]/route.ts                | 2 +-
 2 files changed, 2 insertions(+), 2 deletions(-)

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) {

From 41891a4540ca7dac55cf5dd701e95afa4488d5ef Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Fri, 15 May 2026 10:13:09 +0000
Subject: [PATCH 144/147] job ordering

---
 src/app/api/portfolio/[portfolioId]/tasks/route.ts | 4 ++--
 src/app/api/tasks/[taskId]/route.ts                | 4 ++--
 2 files changed, 4 insertions(+), 4 deletions(-)

diff --git a/src/app/api/portfolio/[portfolioId]/tasks/route.ts b/src/app/api/portfolio/[portfolioId]/tasks/route.ts
index aab3da9..78d7ffd 100644
--- a/src/app/api/portfolio/[portfolioId]/tasks/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/tasks/route.ts
@@ -1,7 +1,7 @@
 import { db } from "@/app/db/db";
 import { tasks } from "@/app/db/schema/tasks/tasks";
 import { subTasks } from "@/app/db/schema/tasks/subtask";
-import { eq, desc, count, sql } from "drizzle-orm";
+import { eq, count, sql } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
 
 export async function GET(
@@ -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.jobStarted))
+      .orderBy(sql`${tasks.jobStarted} desc nulls last`)
       .limit(limit)
       .offset(offset);
 
diff --git a/src/app/api/tasks/[taskId]/route.ts b/src/app/api/tasks/[taskId]/route.ts
index de07abb..a383ad1 100644
--- a/src/app/api/tasks/[taskId]/route.ts
+++ b/src/app/api/tasks/[taskId]/route.ts
@@ -1,6 +1,6 @@
 import { db } from "@/app/db/db";
 import { subTasks } from "@/app/db/schema/tasks/subtask";
-import { eq } from "drizzle-orm";
+import { eq, sql } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
 
 export async function GET(
@@ -13,7 +13,7 @@ export async function GET(
       .select()
       .from(subTasks)
       .where(eq(subTasks.taskId, taskId))
-      .orderBy(subTasks.jobStarted);
+      .orderBy(sql`${subTasks.jobStarted} asc nulls last`);
 
     return NextResponse.json(taskSubTasks);
   } catch (error) {

From 604e0014fcc91e9c9951427f436fb9282ed617b0 Mon Sep 17 00:00:00 2001
From: Jun-te Kim <juntekim@googlemail.com>
Date: Fri, 15 May 2026 11:34:14 +0000
Subject: [PATCH 145/147] deploy to main

---
 src/app/api/portfolio/[portfolioId]/tasks/route.ts | 4 ++--
 src/app/api/tasks/[taskId]/route.ts                | 4 ++--
 2 files changed, 4 insertions(+), 4 deletions(-)

diff --git a/src/app/api/portfolio/[portfolioId]/tasks/route.ts b/src/app/api/portfolio/[portfolioId]/tasks/route.ts
index 78d7ffd..aab3da9 100644
--- a/src/app/api/portfolio/[portfolioId]/tasks/route.ts
+++ b/src/app/api/portfolio/[portfolioId]/tasks/route.ts
@@ -1,7 +1,7 @@
 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 { eq, desc, count, sql } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
 
 export async function GET(
@@ -31,7 +31,7 @@ export async function GET(
       .leftJoin(subTasks, eq(subTasks.taskId, tasks.id))
       .where(eq(tasks.sourceId, portfolioId))
       .groupBy(tasks.id)
-      .orderBy(sql`${tasks.jobStarted} desc nulls last`)
+      .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 a383ad1..de07abb 100644
--- a/src/app/api/tasks/[taskId]/route.ts
+++ b/src/app/api/tasks/[taskId]/route.ts
@@ -1,6 +1,6 @@
 import { db } from "@/app/db/db";
 import { subTasks } from "@/app/db/schema/tasks/subtask";
-import { eq, sql } from "drizzle-orm";
+import { eq } from "drizzle-orm";
 import { NextRequest, NextResponse } from "next/server";
 
 export async function GET(
@@ -13,7 +13,7 @@ export async function GET(
       .select()
       .from(subTasks)
       .where(eq(subTasks.taskId, taskId))
-      .orderBy(sql`${subTasks.jobStarted} asc nulls last`);
+      .orderBy(subTasks.jobStarted);
 
     return NextResponse.json(taskSubTasks);
   } catch (error) {

From 20648f30e07eab1203d6016349426d9af1901577 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Mon, 18 May 2026 08:17:28 +0000
Subject: [PATCH 146/147] add coordination_hub file source

---
 src/app/db/schema/uploaded_files.ts | 3 ++-
 1 file changed, 2 insertions(+), 1 deletion(-)

diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts
index 7d18a5d..4020760 100644
--- a/src/app/db/schema/uploaded_files.ts
+++ b/src/app/db/schema/uploaded_files.ts
@@ -63,7 +63,8 @@ export const fileSource = pgEnum("file_source", [
   "hubspot",
   "ecmk",
   "contractor",
-  "magic_plan"
+  "magic_plan",
+  "coordination_hub"
 ]);
 
 export const uploadedFiles = pgTable(

From 57d425f848c0a23f419d5d7cc344b83e3d571261 Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Mon, 18 May 2026 08:23:38 +0000
Subject: [PATCH 147/147] migration files

---
 .../db/migrations/0204_bizarre_black_bird.sql |    1 +
 src/app/db/migrations/meta/0204_snapshot.json | 9429 +++++++++++++++++
 src/app/db/migrations/meta/_journal.json      |    7 +
 3 files changed, 9437 insertions(+)
 create mode 100644 src/app/db/migrations/0204_bizarre_black_bird.sql
 create mode 100644 src/app/db/migrations/meta/0204_snapshot.json

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/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"
+          ]
+        }
+      },
+      "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",
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+        },
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+        },
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+        },
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+    },
+    "public.hubspot_users": {
+      "name": "hubspot_users",
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+      "columns": {
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+          "type": "text",
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+        },
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+    },
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+          "type": "uuid",
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+        },
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+        },
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+          "primaryKey": true,
+          "notNull": true
+        },
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+          "name": "epc_property_id",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "glazing_gap": {
+          "name": "glazing_gap",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "orientation": {
+          "name": "orientation",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_type": {
+          "name": "window_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "glazing_type": {
+          "name": "glazing_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_width": {
+          "name": "window_width",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_height": {
+          "name": "window_height",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "draught_proofed": {
+          "name": "draught_proofed",
+          "type": "boolean",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_location": {
+          "name": "window_location",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "window_wall_type": {
+          "name": "window_wall_type",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": true
+        },
+        "permanent_shutters_present": {
+          "name": "permanent_shutters_present",
+          "type": "boolean",
+          "primaryKey": false,
+          "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",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_data_source": {
+          "name": "transmission_data_source",
+          "type": "text",
+          "primaryKey": false,
+          "notNull": false
+        },
+        "transmission_solar_transmittance": {
+          "name": "transmission_solar_transmittance",
+          "type": "real",
+          "primaryKey": false,
+          "notNull": false
+        }
+      },
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+          "name": "epc_window_epc_property_id_epc_property_id_fk",
+          "tableFrom": "epc_window",
+          "tableTo": "epc_property",
+          "columnsFrom": [
+            "epc_property_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.non_intrusive_survey": {
+      "name": "non_intrusive_survey",
+      "schema": "",
+      "columns": {
+        "id": {
+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "uprn": {
+          "name": "uprn",
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+          "notNull": true
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+          "name": "survey_date",
+          "type": "timestamp",
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+          "notNull": true
+        },
+        "surveyor": {
+          "name": "surveyor",
+          "type": "text",
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+          "notNull": true
+        }
+      },
+      "indexes": {},
+      "foreignKeys": {},
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.non_intrusive_survey_notes": {
+      "name": "non_intrusive_survey_notes",
+      "schema": "",
+      "columns": {
+        "id": {
+          "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",
+          "type": "text",
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+          "notNull": true
+        },
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+          "name": "note",
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+          "notNull": true
+        }
+      },
+      "indexes": {},
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+        "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",
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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": true
+        },
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+          "name": "creation_status",
+          "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",
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+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "building_reference_number",
+          "type": "bigint",
+          "primaryKey": false,
+          "notNull": false
+        },
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+          "name": "status",
+          "type": "status",
+          "typeSchema": "public",
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+          "notNull": false
+        },
+        "address": {
+          "name": "address",
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+          "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",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "lexiscore",
+          "type": "real",
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+          "notNull": false
+        },
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+          "name": "has_pre_condition_report",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "has_recommendations",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "name": "created_at",
+          "type": "timestamp",
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+          "notNull": true,
+          "default": "now()"
+        },
+        "updated_at": {
+          "name": "updated_at",
+          "type": "timestamp",
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+          "notNull": true,
+          "default": "now()"
+        },
+        "property_type": {
+          "name": "property_type",
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+          "notNull": false
+        },
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+          "name": "built_form",
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+          "name": "local_authority",
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+        },
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+          "name": "constituency",
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+          "notNull": false
+        },
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+        },
+        "year_built": {
+          "name": "year_built",
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+          "primaryKey": false,
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+        },
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+          "name": "tenure",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "current_epc_rating",
+          "type": "epc",
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+          "notNull": false
+        },
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+          "name": "current_sap_points",
+          "type": "real",
+          "primaryKey": false,
+          "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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+          "notNull": false,
+          "default": false
+        },
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+          "notNull": false
+        },
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+          "name": "lodged_sap_points",
+          "type": "real",
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+          "notNull": false
+        },
+        "lodged_epc_rating": {
+          "name": "lodged_epc_rating",
+          "type": "epc",
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+          "notNull": false
+        }
+      },
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+          "name": "uq_property_portfolio_uprn",
+          "columns": [
+            {
+              "expression": "portfolio_id",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            },
+            {
+              "expression": "uprn",
+              "isExpression": false,
+              "asc": true,
+              "nulls": "last"
+            }
+          ],
+          "isUnique": true,
+          "where": "\"property\".\"uprn\" IS NOT NULL",
+          "concurrently": false,
+          "method": "btree",
+          "with": {}
+        }
+      },
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+          "name": "property_portfolio_id_portfolio_id_fk",
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+          "tableTo": "portfolio",
+          "columnsFrom": [
+            "portfolio_id"
+          ],
+          "columnsTo": [
+            "id"
+          ],
+          "onDelete": "no action",
+          "onUpdate": "no action"
+        }
+      },
+      "compositePrimaryKeys": {},
+      "uniqueConstraints": {},
+      "policies": {},
+      "checkConstraints": {},
+      "isRLSEnabled": false
+    },
+    "public.property_details_epc": {
+      "name": "property_details_epc",
+      "schema": "",
+      "columns": {
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+          "name": "id",
+          "type": "bigserial",
+          "primaryKey": true,
+          "notNull": true
+        },
+        "property_id": {
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+        },
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+          "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
+        },
+        "is_expired": {
+          "name": "is_expired",
+          "type": "boolean",
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+          "notNull": false
+        },
+        "total_floor_area": {
+          "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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+          "name": "walls_rating",
+          "type": "smallint",
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+          "notNull": false
+        },
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+          "name": "roof",
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+        },
+        "roof_rating": {
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+          "notNull": false
+        },
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+          "name": "floor",
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+          "notNull": false
+        },
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+          "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
+        },
+        "heating_rating": {
+          "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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+        },
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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
+        },
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+          "name": "mainfuel",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "ventilation",
+          "type": "text",
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+          "notNull": false
+        },
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+          "name": "solar_pv",
+          "type": "real",
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+          "notNull": false
+        },
+        "solar_hot_water": {
+          "name": "solar_hot_water",
+          "type": "boolean",
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+          "notNull": false
+        },
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+          "type": "smallint",
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+          "notNull": false
+        },
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+          "type": "real",
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+        },
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+        },
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+          "notNull": false
+        },
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+          "name": "unheated_corridor_length",
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+          "notNull": false
+        },
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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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+        },
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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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+          "name": "current_energy_demand",
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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": "lighting_cost_current",
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+        },
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+          "notNull": false
+        },
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+          "name": "gas_standing_charge",
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+        },
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+          "name": "electricity_standing_charge",
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+        },
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+          "name": "original_co2_emissions",
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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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+          "notNull": false
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+    "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 a8e6825..3816d50 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1429,6 +1429,13 @@
       "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