Claude/property mgmt review uyt2t4

README.md

@@ -27,7 +27,7 @@ Open it, enter your company name, and you get:
 - **260+ standard PM tasks** across 17 departments, all editable to match your company
 - **Team assignment engine** with auto-assign, workload balancing, and role templates
 - **Maintenance work orders** tracked from intake to completion
-- **Property, tenant, and vendor registry**
+- **Property, tenant, and vendor registry** with rent/lease tracking, delinquency alerts, document links, and CSV bulk import
 - **Exportable operations handbook** (Markdown + printable HTML)
 - **Recurring task templates** for weekly ops, monthly finance, compliance, and more
 - **Auto-backups** so nothing gets lost
@@ -194,6 +194,8 @@ Track properties, tenants, and vendors in the **Portfolio tab**. Tenant records
 
 The launch dashboard also runs four data-quality checks (missing owner, missing phone/email, open work orders without assignees) and feeds a readiness score before you export or hand off.
 
+**Bulk import from CSV.** Already tracking properties, tenants, or vendors in a spreadsheet? Click **Import CSV** next to any of the three Portfolio forms to add them all at once instead of typing each one in — no need to change your existing sheet's column order, just the column names need to roughly match. Column headers match what **Export CSV** produces for that same record type, so exporting, editing in Excel/Sheets, and re-importing is a real round trip. Import always adds new records; it never edits or removes existing ones, and shows a summary of skipped/warned rows before anything is saved.
+
 ---
 
 ### Operations Handbook Export
@@ -216,9 +218,9 @@ Custom SVG diagram: Company → Departments → Owners. Line thickness scales wi
 
 ### Launch Plan — Guided First-Week Setup
 
-Appears automatically for new companies. Uses your portfolio size and operating focus (stability / maintenance / growth / compliance) to recommend the next best action, surface setup gaps, and walk through a structured first-week checklist.
+Appears automatically for new companies. Uses your portfolio size and operating focus (stability / maintenance / growth / compliance) to recommend the next best action, surface setup gaps, and walk through a structured first-week checklist. Departments start collapsed so a brand-new company sees a short list of headers, not all 260+ tasks expanded at once — click any department to open it, or **Expand All** in the filter bar to see everything.
 
-Includes a **Load Demo Company** option for exploring a realistic sample workspace before entering real data.
+Click **"Show me an example first"** right on the onboarding screen (or **Load Demo Company** later from the dashboard) to explore a realistic sample workspace before entering real data.
 
 ---
 

css/style.css

@@ -3357,6 +3357,13 @@ body {
   margin-bottom: 14px;
 }
 
+.portfolio-csv-btn {
+  flex-shrink: 0;
+  align-self: flex-start;
+  white-space: nowrap;
+  cursor: pointer;
+}
+
 .portfolio-panel h3,
 .portfolio-list-head h3 {
   color: var(--ink-strong, #17202a);
@@ -4260,6 +4267,17 @@ body[data-ops-focus="compliance"] {
   background: var(--accent-strong);
 }
 
+.setup-form .onboarding-btn--secondary {
+  background: transparent;
+  color: var(--accent-strong, #00695c);
+  border: 1.5px solid var(--line-strong, #c5d0d8);
+}
+
+.setup-form .onboarding-btn--secondary:hover {
+  background: var(--surface-muted, #f1f5f7);
+  border-color: var(--accent, #00897b);
+}
+
 .nav-toggle-btn {
   padding: 8px 12px;
   border: 1px solid rgba(255,255,255,0.2);

index.html

@@ -72,6 +72,7 @@ <h1>PM Ops Map</h1>
         <option value="low">🟢 Low</option>
       </select>
       <button class="btn btn-secondary" onclick="clearFilter()">Clear</button>
+      <button class="btn btn-secondary" id="expand-all-btn" onclick="toggleExpandAllDepartments()" title="Expand or collapse every department at once">&#9660; Expand All</button>
       <button class="btn btn-secondary" id="bulk-toggle-btn" onclick="toggleBulkMode()" title="Select multiple tasks to reassign or change status in bulk">&#9745; Bulk Select</button>
       <!-- ★ BEACON: Auto-assign button. The badge inside shows the live UNOWNED count.
            JS keeps this disabled when count = 0 so managers always know the state. -->
@@ -258,6 +259,7 @@ <h2 id="onboarding-title" class="onboarding-title">Build your operations map.</h
       </select>
 
       <button class="onboarding-btn" onclick="submitCompanyName()">Start Mapping &rarr;</button>
+      <button class="onboarding-btn onboarding-btn--secondary" onclick="startWithDemoCompany()">Show me an example first</button>
     </div>
   </div>
 </div>

js/__tests__/utils.test.js

@@ -258,6 +258,72 @@ describe('isSafeUrl', () => {
   });
 });
 
+describe('parseCSV', () => {
+  test('parses simple unquoted rows', () => {
+    expect(utils.parseCSV('a,b,c\n1,2,3')).toEqual([['a', 'b', 'c'], ['1', '2', '3']]);
+  });
+
+  test('handles CRLF line endings', () => {
+    expect(utils.parseCSV('a,b\r\n1,2\r\n')).toEqual([['a', 'b'], ['1', '2']]);
+  });
+
+  test('does not produce a phantom row for a trailing newline', () => {
+    expect(utils.parseCSV('a,b\n1,2\n')).toEqual([['a', 'b'], ['1', '2']]);
+  });
+
+  test('handles quoted fields containing commas', () => {
+    expect(utils.parseCSV('name,notes\n"Oak St","Gate code, ask owner"')).toEqual([
+      ['name', 'notes'],
+      ['Oak St', 'Gate code, ask owner'],
+    ]);
+  });
+
+  test('handles escaped double quotes inside a quoted field', () => {
+    expect(utils.parseCSV('name\n"Bob ""The Landlord"" Smith"')).toEqual([
+      ['name'],
+      ['Bob "The Landlord" Smith'],
+    ]);
+  });
+
+  test('handles embedded newlines inside a quoted field', () => {
+    expect(utils.parseCSV('name,notes\nOak,"Line one\nLine two"')).toEqual([
+      ['name', 'notes'],
+      ['Oak', 'Line one\nLine two'],
+    ]);
+  });
+
+  test('handles empty fields', () => {
+    expect(utils.parseCSV('a,b,c\n1,,3')).toEqual([['a', 'b', 'c'], ['1', '', '3']]);
+  });
+
+  test('empty string returns no rows', () => {
+    expect(utils.parseCSV('')).toEqual([]);
+  });
+
+  test('single row with no trailing newline', () => {
+    expect(utils.parseCSV('a,b,c')).toEqual([['a', 'b', 'c']]);
+  });
+});
+
+describe('buildCsvHeaderMap', () => {
+  test('maps header names to indexes, case-insensitively and trimmed', () => {
+    expect(utils.buildCsvHeaderMap(['Property', ' Units ', 'Owner / Client'])).toEqual({
+      'property': 0,
+      'units': 1,
+      'owner / client': 2,
+    });
+  });
+
+  test('skips blank header cells', () => {
+    expect(utils.buildCsvHeaderMap(['Name', '', 'Email'])).toEqual({ name: 0, email: 2 });
+  });
+
+  test('empty/undefined header row returns empty map', () => {
+    expect(utils.buildCsvHeaderMap([])).toEqual({});
+    expect(utils.buildCsvHeaderMap(undefined)).toEqual({});
+  });
+});
+
 describe('isTaskOverdue (integration)', () => {
   test('past dueDate with todo status is overdue', () => {
     const task = { dueDate: '2020-01-01', status: 'todo' };

js/app.js

@@ -36,7 +36,7 @@ import {
   requestNotificationPermission, initNotifications,
 } from './ui.js';
 import {
-  renderTrackingView, toggleDepartment,
+  renderTrackingView, toggleDepartment, toggleExpandAllDepartments,
   startTaskEdit, showOwnerPicker, closeOwnerPicker, setTaskOwner,
   populateOwnerFilter, applyFilter, clearFilter, debounceApplyFilter,
   cycleTaskStatus, cycleTaskPriority,
@@ -69,6 +69,7 @@ import {
   deleteProperty, deleteTenant, deleteVendor, addStarterExample,
   startEditProperty, startEditTenant, startEditVendor, cancelPortfolioEdit,
   recordTenantPayment,
+  importPropertiesCSV, importTenantsCSV, importVendorsCSV,
 } from './views/portfolio.js';
 import {
   exportJSON, exportCSV, exportPropertiesCSV, exportTenantsCSV,
@@ -81,7 +82,7 @@ import {
   renderLaunchPlan, toggleLaunchChecklistItem, resetLaunchChecklist,
   focusLaunchDepartment, downloadLaunchPlan,
   startTeamSetup, showUnownedTasks, startWorkOrderSetup, downloadLaunchHandbook,
-  focusCoverageArea, loadDemoCompany, printLaunchPlan,
+  focusCoverageArea, loadDemoCompany, startWithDemoCompany, printLaunchPlan,
 } from './launchPlan.js';
 import { downloadOperationsHandbook, downloadOperationsHandbookHTML, printOperationsHandbook } from './handbook.js';
 import {
@@ -166,11 +167,11 @@ function initApp() {
   applyNavCompactState();
   initSync();
 
-  // Start with all departments open so a first-time user can immediately see
-  // the operational checklist instead of hunting through collapsed sections.
-  document.querySelectorAll('.department').forEach(dept => {
-    dept.classList.add('expanded');
-  });
+  // Departments start collapsed — a brand-new company otherwise lands on a
+  // wall of 260+ UNOWNED tasks across 17 open departments, which is the
+  // opposite of the "start here" guidance the Launch Plan is trying to give.
+  // Collapsed headers still show task count and done/blocked totals, and
+  // "Expand All" in the filter bar is one click away.
 
   // A saved company name means the user has already onboarded. Otherwise we
   // show the lightweight setup prompt that personalizes exports and headings.
@@ -244,6 +245,7 @@ Object.assign(window, {
   // dependencies, and filters.
   renderTrackingView,
   toggleDepartment,
+  toggleExpandAllDepartments,
   startTaskEdit,
   showOwnerPicker,
   closeOwnerPicker,
@@ -314,6 +316,9 @@ Object.assign(window, {
   startEditVendor,
   cancelPortfolioEdit,
   recordTenantPayment,
+  importPropertiesCSV,
+  importTenantsCSV,
+  importVendorsCSV,
   // Import/export tools: let users keep ownership of their data with plain files
   // or clipboard transfer instead of needing a hosted database.
   exportJSON,
@@ -355,6 +360,7 @@ Object.assign(window, {
   downloadLaunchPlan,
   printLaunchPlan,
   loadDemoCompany,
+  startWithDemoCompany,
   startTeamSetup,
   showUnownedTasks,
   startWorkOrderSetup,

js/io.js

@@ -149,21 +149,25 @@ export function exportCSV() {
 }
 
 export function exportPropertiesCSV() {
-  const rows = [['Property', 'Units', 'Owner / Client', 'Notes', 'Created At']];
+  const rows = [['Property', 'Units', 'Owner / Client', 'Notes', 'Document Link', 'Created At']];
   portfolio.properties.forEach(property => {
     rows.push([
       property.name,
       Number(property.units || 0),
       property.owner || '',
       property.notes || '',
+      property.documentUrl || '',
       property.createdAt || '',
     ]);
   });
   downloadCSV(rows, `pm-ops-${_fileSlug()}-properties.csv`);
 }
 
 export function exportTenantsCSV() {
-  const rows = [['Tenant', 'Property', 'Unit', 'Status', 'Phone', 'Email', 'Created At']];
+  const rows = [[
+    'Tenant', 'Property', 'Unit', 'Status', 'Phone', 'Email',
+    'Monthly Rent', 'Lease Start', 'Lease End', 'Balance Due', 'Document Link', 'Created At',
+  ]];
   portfolio.tenants.forEach(tenant => {
     rows.push([
       tenant.name,
@@ -172,20 +176,26 @@ export function exportTenantsCSV() {
       tenant.status || 'active',
       tenant.phone || '',
       tenant.email || '',
+      Number(tenant.rent || 0),
+      tenant.leaseStart || '',
+      tenant.leaseEnd || '',
+      Number(tenant.balanceDue || 0),
+      tenant.documentUrl || '',
       tenant.createdAt || '',
     ]);
   });
   downloadCSV(rows, `pm-ops-${_fileSlug()}-tenants.csv`);
 }
 
 export function exportVendorsCSV() {
-  const rows = [['Vendor', 'Trade', 'Phone', 'Email', 'Created At']];
+  const rows = [['Vendor', 'Trade', 'Phone', 'Email', 'Document Link', 'Created At']];
   portfolio.vendors.forEach(vendor => {
     rows.push([
       vendor.name,
       vendor.trade || '',
       vendor.phone || '',
       vendor.email || '',
+      vendor.documentUrl || '',
       vendor.createdAt || '',
     ]);
   });

js/launchPlan.js

@@ -474,8 +474,7 @@ export function downloadLaunchHandbook() {
   if (window.downloadOperationsHandbook) window.downloadOperationsHandbook();
 }
 
-export function loadDemoCompany() {
-  if (!confirm('Load the demo company?\n\nThis replaces local portfolio, team, work orders, company profile, and task assignments with a realistic sample workspace.')) return;
+function _applyDemoCompanyData() {
   const demo = buildDemoWorkspace();
   const template = ROLE_TEMPLATES.maintenanceHeavy;
   const employees = template.employees.map(emp => ({
@@ -505,9 +504,23 @@ export function loadDemoCompany() {
   if (window.populateOwnerFilter) window.populateOwnerFilter();
   if (window.renderLegend) window.renderLegend();
   if (window.updateStats) window.updateStats();
+}
+
+export function loadDemoCompany() {
+  if (!confirm('Load the demo company?\n\nThis replaces local portfolio, team, work orders, company profile, and task assignments with a realistic sample workspace.')) return;
+  _applyDemoCompanyData();
   _showActionToast('Demo company loaded', 'save-toast--success');
 }
 
+// Called from the onboarding modal's "Show me an example first" button — no
+// confirmation dialog, since onboarding only ever runs on an empty workspace
+// with nothing to lose.
+export function startWithDemoCompany() {
+  document.getElementById('onboarding-modal')?.classList.remove('visible');
+  _applyDemoCompanyData();
+  _showActionToast('Demo company loaded — explore it, then replace with your own data anytime', 'save-toast--success');
+}
+
 export function focusLaunchDepartment(deptId) {
   const deptEl = document.querySelector(`.department[data-id="${deptId}"]`);
   if (!deptEl) return;

js/utils.cjs

@@ -111,6 +111,45 @@ function isSafeUrl(url) {
   return typeof url === 'string' && /^https?:\/\//i.test(url.trim());
 }
 
+function parseCSV(text) {
+  const rows = [];
+  let row = [];
+  let field = '';
+  let inQuotes = false;
+  const str = String(text || '');
+  const len = str.length;
+
+  for (let i = 0; i < len; i++) {
+    const char = str[i];
+
+    if (inQuotes) {
+      if (char === '"') {
+        if (str[i + 1] === '"') { field += '"'; i++; } else { inQuotes = false; }
+      } else {
+        field += char;
+      }
+      continue;
+    }
+
+    if (char === '"') { inQuotes = true; continue; }
+    if (char === ',') { row.push(field); field = ''; continue; }
+    if (char === '\r') { continue; }
+    if (char === '\n') { row.push(field); rows.push(row); row = []; field = ''; continue; }
+    field += char;
+  }
+  if (field !== '' || row.length > 0) { row.push(field); rows.push(row); }
+  return rows;
+}
+
+function buildCsvHeaderMap(headerRow) {
+  const map = {};
+  (headerRow || []).forEach((name, idx) => {
+    const key = String(name || '').trim().toLowerCase();
+    if (key) map[key] = idx;
+  });
+  return map;
+}
+
 module.exports = {
   escapeHtml,
   jsonAttr,
@@ -128,4 +167,6 @@ module.exports = {
   getLeaseStatus,
   getDelinquencyStatus,
   isSafeUrl,
+  parseCSV,
+  buildCsvHeaderMap,
 };