Create inventory form

locale/en_US/LC_MESSAGES/django.po

@@ -360,6 +360,12 @@ msgstr "Advanced Settings"
 msgid "Alias"
 msgstr "Alias"
 
+msgid "All Canonical Fields"
+msgstr "All Canonical Fields"
+
+msgid "All Extra Data Fields"
+msgstr "All Extra Data Fields"
+
 msgid "An Audit Template organization token, user email and password are required"
 msgstr "An Audit Template organization token, user email and password are required"
 
@@ -970,6 +976,12 @@ msgstr "Create a New Sub-Organization"
 msgid "Create a Program to get started!"
 msgstr "Create a Program to get started!"
 
+msgid "Create a Property"
+msgstr "Create a Property"
+
+msgid "Create a Tax Lot"
+msgstr "Create a Tax Lot"
+
 msgid "Create a new rule"
 msgstr "Create a new rule"
 

locale/es/LC_MESSAGES/django.po

@@ -5,7 +5,7 @@ msgstr ""
 "Content-Transfer-Encoding: 8bit\n"
 "X-Generator: lokalise.com\n"
 "Project-Id-Version: SEED Platform\n"
-"PO-Revision-Date: 2024-12-14 00:26\n"
+"PO-Revision-Date: 2025-01-08 18:08\n"
 "Last-Translator: lokalise.com\n"
 "Language-Team: lokalise.com\n\n"
 "Language: es\n"
@@ -461,6 +461,12 @@ msgstr "Configuración avanzada"
 msgid "Alias"
 msgstr "Alias"
 
+msgid "All Canonical Fields"
+msgstr "Todos los campos canónicos"
+
+msgid "All Extra Data Fields"
+msgstr "Todos los campos de datos adicionales"
+
 #, fuzzy
 msgid "An Audit Template organization token, user email and password are required"
 msgstr "Se requiere un token de organización de Plantilla de Auditoría, un correo electrónico de usuario y una contraseña"
@@ -1245,6 +1251,12 @@ msgstr "Crear una nueva suborganización"
 msgid "Create a Program to get started!"
 msgstr "Cree un programa para empezar"
 
+msgid "Create a Property"
+msgstr "Crear una propiedad"
+
+msgid "Create a Tax Lot"
+msgstr "Crear un lote de impuestos"
+
 #, fuzzy
 msgid "Create a new rule"
 msgstr "Crear una nueva regla"

locale/fr_CA/LC_MESSAGES/django.po

@@ -364,6 +364,12 @@ msgstr "Réglages avancés"
 msgid "Alias"
 msgstr "Alias"
 
+msgid "All Canonical Fields"
+msgstr "Tous les champs canoniques"
+
+msgid "All Extra Data Fields"
+msgstr "Tous les champs de données supplémentaires"
+
 msgid "An Audit Template organization token, user email and password are required"
 msgstr "Un jeton d'organisation Audit Template, un e-mail d'utilisateur et un mot de passe sont requis"
 
@@ -980,6 +986,12 @@ msgstr "Créer une nouvelle sous-organisation"
 msgid "Create a Program to get started!"
 msgstr "Créez un programme pour commencer !"
 
+msgid "Create a Property"
+msgstr "Créer une propriété"
+
+msgid "Create a Tax Lot"
+msgstr "Créer un lot fiscal"
+
 msgid "Create a new rule"
 msgstr "Créer une nouvelle règle"
 

seed/static/seed/js/controllers/inventory_create_controller.js

@@ -0,0 +1,270 @@
+/**
+ * SEED Platform (TM), Copyright (c) Alliance for Sustainable Energy, LLC, and other contributors.
+ * See also https://github.com/SEED-platform/seed/blob/main/LICENSE.md
+ */
+angular.module('SEED.controller.inventory_create', []).controller('inventory_create_controller', [
+  '$scope',
+  '$q',
+  '$state',
+  '$stateParams',
+  'ah_service',
+  'inventory_service',
+  'Notification',
+  'simple_modal_service',
+  'spinner_utility',
+  'access_level_tree',
+  'all_columns',
+  'cycles',
+  'profiles',
+  'matching_criteria_columns_payload',
+  // eslint-disable-next-line func-names
+  function (
+    $scope,
+    $q,
+    $state,
+    $stateParams,
+    ah_service,
+    inventory_service,
+    Notification,
+    simple_modal_service,
+    spinner_utility,
+    access_level_tree,
+    all_columns,
+    cycles,
+    profiles,
+    matching_criteria_columns_payload
+  ) {
+    // INIT
+    $scope.inventory_type = $stateParams.inventory_type;
+    const [primary, related, related_type] = $scope.inventory_type === 'taxlots' ?
+      ['TaxLotState', 'PropertyState', 'properties'] :
+      ['PropertyState', 'TaxLotState', 'taxlots'];
+
+    $scope.cycles = cycles.cycles;
+    $scope.profiles = profiles;
+    $scope.profile = [];
+    $scope.columns = all_columns;
+    $scope.form_errors = [];
+    $scope.data = {
+      PropertyState: { state: { extra_data: {} } },
+      TaxLotState: { state: { extra_data: {} } }
+    };
+    $scope.config = {
+      cycle: $scope.cycles[0].id
+    };
+    const matching_property_column_names = matching_criteria_columns_payload.PropertyState.join(', ');
+    const matching_taxlot_column_names = matching_criteria_columns_payload.TaxLotState.join(', ');
+
+    $scope.matching_columns = [];
+    $scope.extra_columns = [];
+    $scope.canonical_columns = [];
+    $scope.columns.forEach((c) => {
+      if (c.table_name === primary) {
+        if (c.is_matching_criteria) $scope.matching_columns.push(c);
+        if (c.is_extra_data) $scope.extra_columns.push(c);
+        if (!c.is_extra_data && !c.derived_column) $scope.canonical_columns.push(c);
+      }
+    });
+    // create a copy, not a reference. from_column contents is a list of columns dicts
+    $scope.form_columns = [...$scope.matching_columns];
+    // form_values allows value persistance
+    $scope.form_values = [];
+
+    // DATA VALIDATION
+    $scope.$watch(() => ({ data: $scope.data, form_columns: $scope.form_columns, config: $scope.config }), () => {
+      check_form_errors();
+    }, true);
+
+    const check_form_errors = () => {
+      $scope.form_errors = [];
+      $scope.valid = $scope.config.cycle && $scope.config.access_level_instance;
+      if (!$scope.config.cycle) $scope.form_errors.push('Cycle is required');
+      check_duplicates();
+      check_matching_criteria();
+    };
+
+    const check_duplicates = () => {
+      const display_name_counts = {};
+      let has_duplicates = false;
+      $scope.form_columns.forEach((col) => {
+        display_name_counts[col.displayName] = (display_name_counts[col.displayName] || 0) + 1;
+      });
+      $scope.form_columns.forEach((col) => {
+        col.is_duplicate = display_name_counts[col.displayName] > 1;
+        if (col.is_duplicate) has_duplicates = true;
+      });
+      if (has_duplicates) $scope.form_errors.push('Duplicate columns are not allowed');
+    };
+
+    const check_matching_criteria = () => {
+      const tables_present = { PropertyState: 0, TaxLotState: 0 };
+      const matching_values = { PropertyState: 0, TaxLotState: 0 };
+      $scope.form_columns.forEach((c) => {
+        tables_present[c.table_name] += 1;
+        if (c.is_matching_criteria && c.value) {
+          matching_values[c.table_name] += 1;
+        }
+      });
+      const property_present = $scope.inventory_type === 'properties' || tables_present.PropertyState;
+      const taxlot_present = $scope.inventory_type === 'taxlots' || tables_present.TaxLotState;
+
+      if (property_present && !matching_values.PropertyState) {
+        $scope.form_errors.push(`At least one of the following Property fields is required: ${matching_property_column_names}`);
+      }
+      if (taxlot_present && !matching_values.TaxLotState) {
+        $scope.form_errors.push(`At least one of the following TaxLot fields is required: ${matching_taxlot_column_names}`);
+      }
+    };
+
+    // ACCESS LEVEL TREE
+    $scope.access_level_tree = access_level_tree.access_level_tree;
+    $scope.level_names = access_level_tree.access_level_names.map((level, i) => ({
+      index: i,
+      name: level
+    }));
+    const access_level_instances_by_depth = ah_service.calculate_access_level_instances_by_depth($scope.access_level_tree);
+    $scope.change_selected_level_index = () => {
+      const new_level_instance_depth = parseInt($scope.config.level_name_index, 10) + 1;
+      $scope.potential_level_instances = access_level_instances_by_depth[new_level_instance_depth];
+    };
+    // default selection of ali info
+    $scope.config.level_name_index = $scope.level_names.at(-1).index;
+    $scope.change_selected_level_index();
+    $scope.config.access_level_instance = $scope.potential_level_instances.at(0).id;
+
+    // COLUMN LIST PROFILES
+    $scope.set_columns = (type) => {
+      remove_empty_last_column();
+      switch (type) {
+        case 'canonical':
+          $scope.form_columns = Array.from(new Set([...$scope.form_columns, ...$scope.canonical_columns]));
+          break;
+        case 'extra':
+          $scope.form_columns = Array.from(new Set([...$scope.form_columns, ...$scope.extra_columns]));
+          break;
+        default:
+          $scope.form_columns = [...$scope.matching_columns];
+          $scope.form_columns = $scope.form_columns.map((c) => ({ ...c, value: null, is_duplicate: false }));
+          $scope.form_values = [];
+      }
+    };
+
+    // FORM LOGIC
+    $scope.remove_column = (index, column) => {
+      $scope.form_columns.splice(index, 1);
+      $scope.form_values[index] = null;
+      set_column_value(column, null);
+      check_form_errors();
+    };
+
+    $scope.add_column = () => $scope.form_columns.push({ displayName: '', primary });
+
+    const remove_empty_last_column = () => {
+      if (!_.isEmpty($scope.form_columns) && $scope.form_columns.at(-1).displayName === '') {
+        $scope.form_columns.pop();
+      }
+    };
+
+    $scope.change_profile = () => {
+      const profile_column_names = $scope.profile.columns.map((p) => p.column_name);
+      $scope.form_columns = $scope.columns.filter((c) => profile_column_names.includes(c.column_name));
+    };
+
+    $scope.select_column = (column, index) => {
+      // preserve value if column is duplicate
+      if ($scope.form_columns.includes(column)) return;
+      column.value = $scope.form_values.at(index);
+      $scope.form_columns[index] = column;
+    };
+
+    $scope.change_column = (displayName, index) => {
+      const defaults = {
+        table_name: primary,
+        is_extra_data: true,
+        is_matching_criteria: false,
+        data_type: 'string'
+      };
+      let column = $scope.columns.find((c) => c.displayName === displayName) || { displayName };
+      column = { ...defaults, ...column };
+      column.value = $scope.form_values.at(index);
+      $scope.form_columns[index] = column;
+    };
+
+    $scope.change_value = (column, index) => {
+      $scope.form_values[index] = column.value;
+      set_column_value(column, column.value);
+    };
+
+    const set_column_value = (column, value) => {
+      const column_name = column.column_name || column.displayName;
+      if (!column_name) return;
+      // assign to either data's PropertyState or TaxLotState data
+      const target = column.is_extra_data ? $scope.data[column.table_name].state.extra_data : $scope.data[column.table_name].state;
+      target[column_name] = value === '' ? undefined : value;
+    };
+
+    const format_data = () => {
+      let related_data;
+      const related_empty = _.isEqual($scope.data[related].state, { extra_data: {} });
+      const tax_id = $scope.data.TaxLotState.state.jurisdiction_tax_lot_id;
+
+      if (!related_empty) {
+        if (tax_id) {
+          // properties and taxlots share a link via a 'lot_number' field on the property representing the jurisdiction_tax_lot_id
+          $scope.data.PropertyState.state.lot_number = tax_id;
+        }
+        related_data = { ...$scope.config, ...$scope.data[related] };
+      }
+      const primary_data = { ...$scope.config, ...$scope.data[primary] };
+
+      return { primary_data, related_data };
+    };
+
+    $scope.save_inventory = () => {
+      const { primary_data, related_data } = format_data();
+      const type_name = $scope.inventory_type === 'taxlots' ? 'Tax Lot' : 'Property';
+      const cycle_name = $scope.cycles.find((c) => c.id === $scope.config.cycle).name;
+      const ali_name = $scope.access_level_tree.find((ali) => ali.id === $scope.config.access_level_instance).name;
+      const modalOptions = {
+        type: 'default',
+        okButtonText: 'Confirm',
+        headerText: `Create new ${type_name}`,
+        bodyText: `Create ${ali_name} ${type_name} in Cycle ${cycle_name}?`
+      };
+      const successOptions = {
+        type: 'default',
+        okButtonText: `View ${type_name}`,
+        headerText: 'Success',
+        bodyText: `Successfully created ${type_name}`
+      };
+
+      simple_modal_service.showModal(modalOptions).then(() => {
+        spinner_utility.show();
+        const primary_promise = () => inventory_service.create_inventory(primary_data, $scope.inventory_type);
+        const related_promise = (view_id) => inventory_service.create_inventory(related_data, related_type, view_id).then(() => view_id);
+
+        primary_promise().then((response) => {
+          // if inventory is a duplicate, view_id will be null
+          const view_id = response.data.view_id;
+          return related_data && view_id ? related_promise(view_id) : view_id;
+        }).then((view_id) => {
+          spinner_utility.hide();
+          if (view_id) {
+            Notification.success(`Successfully created ${type_name}`);
+          } else {
+            Notification.info('Duplicate record exists');
+            throw new Error('Duplicate record exists');
+          }
+          simple_modal_service.showModal(successOptions).then(() => {
+            window.location.href = `/app/#/${$scope.inventory_type}/${view_id}`;
+          }).catch(() => {
+            $state.reload();
+          });
+        }).catch(() => {
+          Notification.error(`Failed to create ${type_name}`);
+          spinner_utility.hide();
+        });
+      });
+    };
+  }
+]);