Legacy Tenancy Dashboard Alerts

The agent dashboard surfaces colour-coded alert panels for legacy (off-platform) tenancies that need action. Alerts appear automatically at the top of the dashboard and disappear when no action is required.

Overview

When an agent adds a legacy tenancy, the platform tracks its lifecycle and flags it for attention based on end-date proximity and move-in status. The dashboard now makes these flags visible without the agent needing to navigate to the tenancy list.

Alert Categories

🔴 Past End Date (Critical)

Condition: An active legacy tenancy has passed its end date.

What to do: Open the tenancy and use the Action Renewal button to either renew the tenancy or formally end it.

🟡 Ending Soon (Warning)

Condition: An active legacy tenancy ends within the next 90 days.

What to do: Open the tenancy and begin the renewal or end process. Each row shows the number of days remaining.

🔵 Pending Move-In (Informational)

Condition: A pending legacy tenancy has a future start date and move-in has not been confirmed.

What to do: Open the tenancy and use the Confirm Move-In button once the tenant has arrived.

How the Panel Works

• The panel renders at the top of the agent dashboard, above KPIs.
• It is hidden automatically when totalCount is zero — no empty states are shown.
• Each alert section lists up to 10 tenancies. If more exist, navigate to the full tenancy list.
• Each row is a direct link to the tenancy detail page (/dashboard/tenancies/{id}).
• Sections are ordered by urgency: Past End Date → Ending Soon → Pending Move-In.

Legacy Tenancies Metrics Card

A Legacy Tenancies card in the portfolio metrics grid provides a quick count summary:

Stat	Description
Pending move-in	Tenancies awaiting move-in confirmation
Renewal / end needed	Tenancies past end date or ending within 90 days

The card only appears when the organisation has at least one legacy tenancy.

Typical Workflow

1. Agent creates a legacy tenancy using the Add Legacy Tenancy wizard.
2. The system automatically confirms historical move-in dates.
3. If the tenancy end date is within 90 days, a renewal record is auto-created.
4. The dashboard surfaces the tenancy in the appropriate alert section.
5. The agent clicks through to the tenancy detail page.
6. The agent uses Action Renewal (to renew via the fixed-term renewal wizard, or to end the tenancy) or Confirm Move-In as appropriate.

API Reference

The alert data is fetched via the dashboard.legacyAlerts tRPC query.

Request

const { data } = trpc.dashboard.legacyAlerts.useQuery();

No input parameters are required. The procedure is scoped to the authenticated organisation.

Response Shape

type TenancySummary = {
  id: string;
  propertyAddress: string | null;
  tenantName: string | null;
  startDate: Date | string | null;
  endDate: Date | string | null;
};

type LegacyAlertsResponse = {
  pastEnd: TenancySummary[];       // active tenancies past their end date
  endingSoon: TenancySummary[];    // active tenancies ending within 90 days
  pendingMoveIn: TenancySummary[]; // pending tenancies with a future start date
  totalCount: number;              // sum of all three lists
};

Each list contains at most 10 items.

portfolioMetrics — legacy field

The existing dashboard.portfolioMetrics procedure now includes a legacy aggregate:

legacy: {
  total: number;          // all legacy tenancies for the org
  pendingMoveIn: number;  // pending with future start date
  needingAction: number;  // pastEnd + endingSoon combined
}

Notes

• Periodic tenancies (no fixed end date) are excluded from the pastEnd and endingSoon categories.
• Ended tenancies (status ended) are excluded from all alert categories.
• An end date of exactly today is classified as Past End Date.