Units Page

Overview

Previously, units were only accessible by drilling into property detail → building grid → clicking a unit. This page gives a portfolio-wide view of all units in a single filterable table.

URL: /units (sidebar → Portfolio → Units)

KPI Cards

Four summary cards at top:

1. Total Units — 6,666 (occupied + vacant counts)
2. Occupancy — 93.9% (6,258 / 6,666)
3. Avg Rent — $1,189/mo (lease avg vs market avg)
4. Monthly Revenue — $6.7M from active leases

Filters

Server-side filtering via query params:

• Search — ILIKE across unit_number, property name, tenant first/last name (300ms debounce)
• Property — dropdown of 33 properties (lightweight /api/units/properties endpoint)
• Lifecycle Status — Active, Month-to-Month, Notice, Vacant
• Bedrooms — Studio, 1-4 BR

Table Columns

Pagination: 50 units/page, server-side via LIMIT/OFFSET.

Lifecycle Status Display

Available Unit Data (DB)

All data below is joinable to units_unit via tenant_lease.unit_id or units_maintenance.unit_id.

Ledger Entries (tenant_ledger_entry)

• 112,601 records (827 open/unpaid)
• Linked via lease_id → tenant_lease → unit_id
• Fields: trans_type (Charge/Payment), charge_code, charge_amount, trans_date, is_open, description
• Common charge codes: rent (17,849 charges), ubtrash (9,325), Depwaive (5,406), tllins (4,165), ubwater (3,286), petrent (2,634)
• Payments: 36,692 general + 18,059 rent-specific, avg $1,327

Recurring Charges (tenant_recurring_charge)

• 48,679 total (21,502 active)
• Linked via lease_id → tenant_lease → unit_id
• Fields: charge_code, charge_description, amount, start_date, end_date, is_active
• Top active charges: Rent Income (4,626 @ avg $1,250), Trash (4,425 @ $27), Deposit Waiver (2,056 @ $19), Monthly Rent (1,725 @ $1,058), Pest Control (1,725 @ $5), Water/Sewer (1,725 @ $45), TLL Insurance (1,629 @ $20), Pet Rent (805 @ $40)

Maintenance (units_maintenance)

• 46 records (39 open/active)
• Linked directly via unit_id
• Fields: title, description, priority (emergency/urgent/high/medium/low), status (open/in_progress/approved/pending_review/work_completed/etc.), requested_date, estimated_cost, actual_cost, assigned_vendor_id
• Status breakdown: request_received (6), in_progress (8), approved (4), triaged (4), quotes_requested (4), quotes_received (3), pending_review (2), open (4), work_completed (4), completed (7)

Work Order Lifecycle (work_order_lifecycle)

• 96 records — extended WO tracking with vendor assignment, scheduling, completion notes, tenant sign-off, vendor rating
• Linked via work_order_id to maintenance

Risk Scores (unit_risk_score)

• 80 records — AI-generated risk assessments
• Linked directly via unit_id
• Fields: score (0-100), level (low/medium/high), top_risk_factor, factor_breakdown (JSON), predicted_next_issue, predicted_issue_date
• Examples: "Fire suppression maintenance overdue" (35/medium), "Roof membrane wear" (61/high), "Aging HVAC system" (18/low)

Renewal Recommendations (renewal_recommendation)

• 2,801 records — AI-generated renewal strategies
• Linked via unit_id, lease_id, tenant_id
• Fields: churn_score, churn_risk_level, current_rent, market_rent, recommended_rent, rent_increase_pct, rent_strategy, rent_reasoning, recommended_term_months, recommended_lease_start/end

Collection Cases (collection_case)

• 15 records — active collection tracking
• Fields: tenant_name, unit_number, property_name, outstanding_balance, days_overdue, status, escalation_level, payment_probability_score, ai_case_summary

Additional Tables (empty or minimal)

• units_charge (0 records), units_charge_template (0), units_lease_charge (0), scheduled_charges (0)

Data Coverage

• 6,666 total units, 33 properties
• 6,258 occupied, 408 vacant
• 4,617 have lifecycle records (3,468 active, 1,146 MTM, 3 notice)
• 1,641 occupied units lack lifecycle records — shown as "Occupied"

API Endpoints

The enhanced /api/units endpoint joins:

units_unit → properties → properties_building → tenant_lease → tenant_lease_lifecycle → tenants

Unit Detail Tabs

The unit detail page (unit-detail.component.ts) has 5 functional tabs, each showing tab-specific content via @switch(activeTab()):

Overview (default)

• 6 KPI mini cards (Monthly Rent, Market Rent, Deposit, SQFT, Lease Start, Lease End)
• Recent Charges table (top 5, with "View All" → Financials tab)
• Open Maintenance (top 4, with "View All" → Maintenance tab)
• Floor Plan SVG (generated from bed/bath/sqft)
• Recurring Charges summary with monthly total

Tenant

• Contact info: name, email, phone, mobile
• Emergency contact: name, phone
• Additional details: pets, vehicle, parking (shown if present)
• Lease details: number, rent, deposit, period
• Empty state for vacant units

Financials

• 4 KPI cards: Balance, Open Charges, Monthly Recurring, Market Rent
• Recurring Charges table with code, description, amount, active/inactive, monthly total footer
• ALL Ledger Entries table (sorted by date desc): date, type (Charge/Payment pills), description, amount (payments in gold), status (Open/Posted)

Maintenance

• 3 KPI cards: Open count, Completed count, Total Cost
• ALL Work Orders (sorted by date desc): title, priority pill, status pill, requested/completed dates
• Color coding: emergency/urgent=red, high=amber, completed=green check icon

Compliance

• Risk Score card (if exists): circular score badge (0-100), level pill, top risk factor, predicted next issue
• Assets table: name, tag, category, condition pill, status pill
• Lease Compliance: number, lifecycle status, period, remaining days, deposit

Computed Signals Added

• totalRecurring — sum of active recurring charges
• totalOpenCharges — sum of open ledger entries
• totalMaintenanceCost — sum of WO costs
• completedWorkOrders — filtered completed/closed
• sortedWorkOrders — sorted by date desc
• sortedLedger — sorted by date desc

Implementation Files

Row Navigation

Clicking a row navigates via slug-based URL:

/property-management/{slugify(property_name)}/units/{unit_number}

Reuses existing UnitDetailComponent and by-name resolution endpoint.

Relationship to F1.4

This page is the foundation for the wiki/concepts/portfolio-command-center (F1.4). Future additions:

• AI action queue (renewal/collections/maintenance recommendations)
• Bulk execution (approve/reject/defer across units)
• Risk score column
• Collections status column

Sources

• wiki/concepts/portfolio-command-center — F1.4 spec this page builds toward
• wiki/concepts/slug-based-urls — URL routing architecture

Related

• wiki/concepts/lifecycle-state-engine — the 4 lifecycle states displayed
• wiki/concepts/renewal-intelligence — future AI column
• wiki/concepts/smart-collections — future AI column
• wiki/concepts/payment-calendar — similar page pattern (KPIs + table + filters)
• wiki/entities/unitcycle — the platform