Documents & Uploads

Document management is a core feature of the Ordering Portal. Documents can be uploaded at multiple points in the workflow and assigned across multiple orders.

Where Documents Are Uploaded

Upload Methods

Drag and Drop

• Drop files anywhere on the upload zone or directly onto service cards
• Multiple files can be dropped at once
• Visual feedback (highlight) when dragging over the zone

Browse Button

• Click the upload area to open the system file picker
• Select one or multiple files

Accepted File Types

Maximum file size: 100MB per file

Upload Process

1. File is selected or dropped
2. Progress bar shows upload progress
3. File is uploaded to POST /orders/documents/multiple/upload
4. A ProjectOrderAttachment entity is created
5. The document appears in the documents table
6. The document is not yet assigned to any order (assignment is a separate step)

Document Assignment

After upload, documents must be assigned to one or more orders.

Assignment Modal

Clicking "Assign" on a document opens a modal with:

• Order checkboxes — select which orders this document applies to
• Document Type dropdown (Select2) — primary category (e.g., "Architectural Drawings")
• Document Subcategory dropdown (Select2) — secondary classification (e.g., "Floor Plans")
• Save button

How Assignment Works

• Calls POST /orders/documents/multiple/assign
• Creates ProjectOrderAttachmentAssignment records linking the document to selected orders
• Updates the document's type and subcategory metadata
• A single document can be assigned to multiple orders simultaneously
• Changing assignments removes old links and creates new ones

Document Categorisation

Document Types (Primary Category)

The list of available types is fetched from the v3 API (/v3/api/ordering/document-types). Common types include:

• Architectural Drawings
• Engineering Drawings
• Energy Assessment
• Plan of Subdivision
• Developer Guidelines
• Other

Document Subcategories

Fetched from /v3/api/ordering/document-subcategories. Subcategories provide finer classification within a type, such as:

• Floor Plans (under Architectural Drawings)
• Elevations (under Architectural Drawings)
• Structural Computations (under Engineering)

Required Documents

Each service type may specify required document types that must be uploaded before the order can proceed.

In the Wizard (Step 3)

• Service overview cards show a required documents checklist
• Required items are listed with checkmarks (uploaded) or missing indicators
• The "Continue" button validates that all required documents are present
• Optional documents are listed separately

In the Order Detail Page

• The embedded document view shows which document types are still missing

Document Versioning

Documents are automatically versioned based on:

• Same project
• Same document type
• Same document subcategory
• Same filename

Version Display

• Documents show a version badge (v1, v2, v3, etc.)
• Click the badge to open a version history modal
• The modal shows all versions in chronological order with dates

Version Endpoint

GET /orders/documents/multiple/versions/{id} returns the full version history for a document.

Bulk Operations

Select All

A checkbox in the table header selects all documents at once.

Bulk Reassign

• Select multiple documents
• Click "Reassign" in the bulk actions toolbar
• Opens a modal to update type, subcategory, and order assignments for all selected documents

Bulk Delete

• Select multiple documents
• Click "Delete" in the bulk actions toolbar
• Confirmation dialog before deletion

Document Actions

Document Table Columns

Category Filtering

A dropdown above the documents table allows filtering by document type/category. This helps when a project has many documents across different categories.

Access Control

• Documents can only be uploaded by the order's associated customer
• Upload is disabled when order status is received, complete, or completed
• Delete is only available for pending or rejected orders
• All document access is verified via Auth0 token