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Add Cross Cycle Tabular View for Portfolio Summary Goals (#4440)
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* import data review frontend

* filter for ALI properties

* naming

* data review controller

* starting labels functional

* displaying labels by property not property_view

* dynamically add starting and ending labels

* formatting

* ending style

* styles

* rename data review to portfolio summary

* reorganize - functional

* pm property id sorted as number

* endpoint for summary stats

* change starting ending to baseline current

* debugging

* loading for both tables

* refactor for faster load times

* returning 100 matching properties

* pagination working, sorting not

* sorting working on cannonical columns

* ali as an argument for get properties

* portfolio endpoint using ali argument

* change site_eui for source_eui with prefered order for summary

* generic eui display

* formatting

* list endpoints for goal db table

* goal delete tested

* goal create tested

* update endpoint and decorators for standard endpoints

* goal crud tested

* begin development on portfolio_summary endpoint

* portfolio_summary endpoint

* reusing filter endpoint for second cycle property call

* imports

* base for goal modal

* update column validation

* create endpoint from frontned

* goal serializes level name, delete and list integrated into frontend modal

* update goal via modal

* troubleshooting org ownership

* functional goal select, needs refactoring

* reformat goal details display

* reformat goal details display

* goal passed between parent page and child modal

* guard against organization mismatches

* cleanup, using backend logic  over frontend logic

* filtering on cycle_sqft and cycle_eui

* on modal close

* portfolio summary with extra data

* save sort and filters

* display goal errors

* allow filtering one one cycle column at a time

* extra data tested

* precommit

* cleanup

* no goals and error display

* remove restricted level names

* oneline

* formatting

* column ids over profile and initialize columns refactor

* protect against null values in summary

* label click bug

* dc's cannot be filtered or sorted

* clarify naming

* export current page to csv

* precommit

* toast notifications on save and delete

* rename goal column to eui_column

* add area column selection to goal

* add units and unit conversion - still fails with extra data

* guard against none values for kbtu and area

* migration order

* provide links to update column in column settings

* precommit

* precommit

* added help text and translations

* visibility issues, sorting, info text

* phrasing

* units

* precommit

* type check

---------

Co-authored-by: kflemin <[email protected]>
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perryr16 and kflemin authored Jan 26, 2024
1 parent 4f58dcc commit aa41bf8
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96 changes: 96 additions & 0 deletions locale/en_US/LC_MESSAGES/django.po
Original file line number Diff line number Diff line change
Expand Up @@ -89,6 +89,9 @@ msgstr "Upload your Organizational Structure in spreadsheet form. The file shoul
msgid "ACCESS_LEVEL_TREE_HELP_1"
msgstr "This page allows you to view the structure of your organization's content. The structure is made up of hierarchical levels that define a tree; these are called access levels. Each level contains one or more nodes, called access level instances. Permissions are managed by associating content and users with a particular access level instance, thereby grouping and restricting access to the content. The number of access levels in your structure, the names of the levels, and the names of the access level instances are customizable."

msgid "ACCESS_LEVEL_UPLOAD_PROGRESS_MSG"
msgstr "Saving access level instances in progress... This process depends on the size of your file and may take several minutes."

msgid "ADD_FILES_TO"
msgstr "Add files to {dataset_name}."

Expand Down Expand Up @@ -155,6 +158,15 @@ msgstr "Accept"
msgid "Accept Terms of Service?"
msgstr "Accept Terms of Service?"

msgid "Access Level"
msgstr "Access Level"

msgid "Access Level Instance"
msgstr "Access Level Instance"

msgid "Access Level Instance Information"
msgstr "Access Level Instance Information"

msgid "Access Level Instances Errors"
msgstr "Access Level Instances Errors"

Expand Down Expand Up @@ -327,6 +339,12 @@ msgstr "Are you sure you want to unmerge these tax lots and then merge with the
msgid "Area"
msgstr "Area"

msgid "Area Column"
msgstr "Area Column"

msgid "Area Target Column"
msgstr "Area Target Column"

msgid "As the admin of your SEED instance you can control what data is shared throughout your organization and between your sub-organizations as well as what data is shared externally with the public-at-large. The subset of data you choose to share with the public can be different than the subset shared between your sub-organizations."
msgstr "As the admin of your SEED instance you can control what data is shared throughout your organization and between your sub-organizations as well as what data is shared externally with the public-at-large. The subset of data you choose to share with the public can be different than the subset shared between your sub-organizations."

Expand Down Expand Up @@ -387,6 +405,9 @@ msgstr "Back to List"
msgid "Back to Mapping"
msgstr "Back to Mapping"

msgid "Baseline Cycle"
msgstr "Baseline Cycle"

#: seed/models/models.py:135
msgid "Benchmarking"
msgstr "Benchmarking"
Expand Down Expand Up @@ -652,6 +673,9 @@ msgstr "Conditioned Floor Area"
msgid "Configuration"
msgstr "Configuration"

msgid "Configure Goals"
msgstr "Configure Goals"

#: seed/landing/templates/landing/password_reset_confirm.html:64
#: seed/landing/templates/landing/signup.html:63
msgid "Confirm"
Expand Down Expand Up @@ -791,6 +815,12 @@ msgstr "Cross-Cycles"
msgid "Current Column Mapping Profile"
msgstr "Current Column Mapping Profile"

msgid "Current Cycle"
msgstr "Current Cycle"

msgid "Current Cycle will be measured against Baseline Cycle"
msgstr "Current Cycle will be measured against Baseline Cycle"

msgid "Current Filters"
msgstr "Current Filters"

Expand Down Expand Up @@ -824,6 +854,9 @@ msgstr "Cycle"
msgid "Cycle Name"
msgstr "Cycle Name"

msgid "Cycle Selection"
msgstr "Cycle Selection"

msgid "Cycle updated."
msgstr "Cycle updated."

Expand Down Expand Up @@ -1105,6 +1138,9 @@ msgstr "Choose an EnergyStar Portfolio Manager (ESPM) data importing method belo
msgid "EUI"
msgstr "EUI"

msgid "EUI Target Columns"
msgstr "EUI Target Columns"

msgid "EXCLUDE"
msgstr "EXCLUDE"

Expand Down Expand Up @@ -1420,6 +1456,12 @@ msgstr "Geocoding now..."
msgid "GJ/m²/year"
msgstr "GJ/m²/year"

msgid "GOAL"
msgstr "GOAL"

msgid "GOAL_SETUP_TEXT"
msgstr "Configure one or more portfolio Energy Use Intensity (EUI) reduction goals below. Select a baseline cycle and a current cycle for comparison, indicate the level in your access level tree that this goal applies to, specify a percentage EUI improvement target, and indicate which fields in your data should be used for EUI and square footage information."

msgid "GREENBUTTON_CONTENTS_TITLE"
msgstr "Confirm GreenButton File Contents"

Expand Down Expand Up @@ -1466,6 +1508,9 @@ msgstr "Go to Meters"
msgid "Go to Notes"
msgstr "Go to Notes"

msgid "Goal Setup"
msgstr "Goal Setup"

msgid "Gross Floor Area"
msgstr "Gross Floor Area"

Expand All @@ -1484,6 +1529,12 @@ msgstr "HTTP Error! Status Code: 404. The requested URL was not found."
msgid "HTTP Error! Status Code: 500. Internal Server Error."
msgstr "HTTP Error! Status Code: 500. Internal Server Error."

msgid "Have your organization owner update the column's data type to \"Area\""
msgstr "Have your organization owner update the column's data type to \"Area\""

msgid "Have your organization owner update the data type of the column to \"EUI\""
msgstr "Have your organization owner update the data type of the column to \"EUI\""

#: seed/templates/seed/account_create_email.html:2
msgid "Hello %(first_name)s, "
msgstr "Hello %(first_name)s, "
Expand Down Expand Up @@ -1705,6 +1756,12 @@ msgstr "Left Half"
msgid "Level"
msgstr "Level"

msgid "Level Instance"
msgstr "Level Instance"

msgid "Loading Summary Data..."
msgstr "Loading Summary Data..."

msgid "Loading data..."
msgstr "Loading data..."

Expand Down Expand Up @@ -2050,6 +2107,9 @@ msgstr "National Renewable Energy Laboratory"
msgid "New Analysis"
msgstr "New Analysis"

msgid "New Goal"
msgstr "New Goal"

msgid "New Note"
msgstr "New Note"

Expand Down Expand Up @@ -2115,6 +2175,9 @@ msgstr "Not Null"
msgid "Not all inventory items were successfully deleted"
msgstr "Not all inventory items were successfully deleted"

msgid "Not seeing your column?"
msgstr "Not seeing your column?"

msgid "Note:"
msgstr "Note:"

Expand Down Expand Up @@ -2255,6 +2318,9 @@ msgstr "Portfolio Manager Meter Import Results"
msgid "PM_PROPERTY_ID_MATCHING_CRITERIA_WARNING"
msgstr "Removing PM Property ID from matching criteria can cause unexpected issues for Portfolio Manager Meter imports."

msgid "PORTFOLIO_SUMMARY_HEADER_TEXT"
msgstr "The portfolio summary page compares 2 cycles to calculate progress toward an Energy Use Intensity reduction goal. Cycle selection and goal details can be customized by clicking the Configure Goals button below."

msgid "POST_GEOCODING_COUNTS"
msgstr "Updated counts after geocoding"

Expand Down Expand Up @@ -2346,6 +2412,15 @@ msgstr "Please wait while your data is loaded..."
msgid "Populate SEED Headers with best known matches"
msgstr "Populate SEED Headers with best known matches"

msgid "Portfolio Summary"
msgstr "Portfolio Summary"

msgid "Portfolio Summary will only include properties belonging to this Access Level Instance."
msgstr "Portfolio Summary will only include properties belonging to this Access Level Instance."

msgid "Portfolio Target"
msgstr "Portfolio Target"

msgid "Postal Code"
msgstr "Postal Code"

Expand Down Expand Up @@ -2373,6 +2448,9 @@ msgstr "Preview Loading"
msgid "Previous"
msgstr "Previous"

msgid "Primary Column"
msgstr "Primary Column"

msgid "Primary Tax Lot ID"
msgstr "Primary Tax Lot ID"

Expand Down Expand Up @@ -2916,6 +2994,9 @@ msgstr "Search field name"
msgid "Search table name"
msgstr "Search table name"

msgid "Secondary (optional)"
msgstr "Secondary (optional)"

msgid "Security"
msgstr "Security"

Expand Down Expand Up @@ -3169,6 +3250,9 @@ msgstr "Target Column"
msgid "Target Field"
msgstr "Target Field"

msgid "Target to quantify Portfolio EUI improvement. Must be between 0 and 100."
msgstr "Target to quantify Portfolio EUI improvement. Must be between 0 and 100."

msgid "Tax Lot"
msgstr "Tax Lot"

Expand Down Expand Up @@ -3218,6 +3302,9 @@ msgstr "Terms of Service"
msgid "Terms of Service as of %(tos.created|date:\"SHORT_DATE_FORMAT\")s"
msgstr "Terms of Service as of %(tos.created|date:\"SHORT_DATE_FORMAT\")s"

msgid "Tertiary (optional)"
msgstr "Tertiary (optional)"

msgid "Test Connection"
msgstr "Test Connection"

Expand Down Expand Up @@ -3499,6 +3586,12 @@ msgstr "Update Salesforce"
msgid "Update UBID"
msgstr "Update UBID"

msgid "Update the data type of the column to \"Area\" in"
msgstr "Update the column's data type to \"Area\" in"

msgid "Update the data type of the column to \"EUI\" in"
msgstr "Update the data type of the column to \"EUI\" in"

msgid "Update with Audit Template"
msgstr "Update with Audit Template"

Expand Down Expand Up @@ -3939,6 +4032,9 @@ msgstr "first name"
msgid "for your SEED Platform user account"
msgstr "for your SEED Platform user account"

msgid "goal"
msgstr "Goal"

#: seed/models/models.py:183
msgid "gray"
msgstr "gray"
Expand Down
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