Picket Invest

The Documents section/tab should enable investors to manage any documents related to their properties effectively. The UI should adhere to the visual patterns used in the documents tabs across other sections of our products but should not impose any predefined folder structure. Version 1 Features: * File Management: Users can upload and organize their documents without any predefined structure. * Folder Operations: Users can create, delete, rename folders, and move files between them. Or * Tagging System: If a no-folder, tags-only design is chosen, it should fully support document tagging. We do not need both tags and folders in the early version. Exclusions in Version 1: * Document type, status, and search functionalities are not required initially. * Search functionality will be crucial once we can implement full-text search. Searching documents by names only is not useful. * Documents from other phases (acquisition, property management) will not be included. These will be incorporated after the new, universal Asset model is implemented.

We are using react, which wraps google js api. We now have new react wrapper.

For any home, I'd like to get a tab on the property detail page that shows me the full history of that home's listing.

This ticket captures getting a good property detail page across our invest product firstly, and with obvious consequences for the service hub side of the product. A complete doc is here: https://docs.google.com/document/d/1W_Giar1G0yJVZZOepqdCIV2jlIV0h8ntHW5gt_LZ07Y/edit#heading=h.mmaal2oqk6p9

This refers to changing our map to align with Growth's initiatives. This involves: Improving map's performance Allowing markers on maps to be chosen by the user Allowing a polygon selection determined by the user Seeing a secondary list of scrollable properties Determining how much density to show for each marker

As requested by a client, and as part of a suite of perms and tooling that allows a team to interact well in the product. This refers to having a filterable column in a table fiew that shows who last modified a home. The goal is to easily be able to filter out by users and determine what activity is done by whom on a team.

The columns width is now surprising. Some are wide, some are very narrow, etc.

At some point, it'd be great to be able to click and go directly to a home from a report. When I see that a single home is not meeting its targets, why go and search for it, when I should just click in on it?

Currently report_viewer(org) role controls access to Standard Reports, Custom Report and visibility of Analytics tab. We cannot give our client access to only Standard Report or only Custom Reports. I suggest following changes: add standard_reports_viewer (org) role + "standard_reports_viewer" if "report_viewer" rule add custom_reports_viewer (org) role + "custom_reports_viewer" if "report_viewer" rule control visibility of Analytics tab only by visibility of at least one of its children, not by permissions.