Add Create Inventory form for properties and tax lots

public/i18n/en_US.json

@@ -66,6 +66,7 @@
   "Access Level Instance": "Access Level Instance",
   "Access Level Instance Information": "Access Level Instance Information",
   "Access Level Instance Tree": "Access Level Instance Tree",
+  "Access Level Instance is required": "Access Level Instance is required",
   "Access Level Instance:": "Access Level Instance:",
   "Access Level Instances": "Access Level Instances",
   "Access Level Instances Errors": "Access Level Instances Errors",
@@ -155,6 +156,8 @@
   "Associated Building Tax Lot ID": "Associated Building Tax Lot ID",
   "Associated Tax Lot ID": "Associated Tax Lot ID",
   "Associated Tax Lot IDs": "Associated Tax Lot IDs",
+  "At least one of the following Property fields is required: {{fields}}": "At least one of the following Property fields is required: {{fields}}",
+  "At least one of the following Tax Lot fields is required: {{fields}}": "At least one of the following Tax Lot fields is required: {{fields}}",
   "Audit Template": "Audit Template",
   "Audit Template Building ID": "Audit Template Building ID",
   "Audit Template Email": "Audit Template Email",
@@ -278,6 +281,7 @@
   "Column Profiles": "Column Profiles",
   "Column Settings": "Column Settings",
   "Column mappings": "Column mappings",
+  "Column name": "Column name",
   "Columns": "Columns",
   "Columns to Include in Reports x axis options": "Columns to Include in Reports x axis options",
   "Columns to Include in Reports y axis options": "Columns to Include in Reports y axis options",
@@ -346,8 +350,10 @@
   "Create Organization": "Create Organization",
   "Create Profile": "Create Profile",
   "Create Project": "Create Project",
+  "Create Property": "Create Property",
   "Create Service for System": "Create Service for System",
   "Create System": "Create System",
+  "Create Tax Lot": "Create Tax Lot",
   "Create UBID": "Create UBID",
   "Create User": "Create User",
   "Create Your Account": "Create Your Account",
@@ -373,6 +379,8 @@
   "Create new data set": "Create new data set",
   "Create new label": "Create new label",
   "Create new sub-organization": "Create new sub-organization",
+  "Create new {{type}}": "Create new {{type}}",
+  "Create {{ali}} {{type}} in Cycle {{cycle}}?": "Create {{ali}} {{type}} in Cycle {{cycle}}?",
   "Created": "Created",
   "Cross Cycles": "Cross Cycles",
   "Cross-Cycles": "Cross-Cycles",
@@ -395,6 +403,7 @@
   "Cycle Name": "Cycle Name",
   "Cycle Name Benchmark Field": "Cycle Name Benchmark Field",
   "Cycle Selection": "Cycle Selection",
+  "Cycle is required": "Cycle is required",
   "Cycle selection and goal details can be customized by clicking the Configure Goals button below.": "Cycle selection and goal details can be customized by clicking the Configure Goals button below.",
   "Cycle updated.": "Cycle updated.",
   "Cycle:": "Cycle:",
@@ -504,6 +513,8 @@
   "Drag the columns below to change the order that they appear in your Buildings List table.": "Drag the columns below to change the order that they appear in your Buildings List table.",
   "Drag to here": "Drag to here",
   "Duplicate": "Duplicate",
+  "Duplicate columns are not allowed": "Duplicate columns are not allowed",
+  "Duplicate record exists": "Duplicate record exists",
   "Duplicates": "Duplicates",
   "EDIT_GOAL_NOTES": "Edit Fields for the Selected Properties",
   "EMAIL_TEMPLATE_EXAMPLE": "\"Your building's latitude and longitude is \\{\\{latitude\\}\\}, \\{\\{longitude\\}\\}!\"",
@@ -611,6 +622,7 @@
   "Exported": "Exported",
   "Exporting properties to your Audit Template account": "Exporting properties to your Audit Template account",
   "Exporting selected properties...": "Exporting selected properties...",
+  "Extra Data": "Extra Data",
   "FAILED_GEOCODE_INVALID_MAPQUEST_API_KEY": "Geocoding failed - Your MapQuest API Key is invalid. Update your MapQuest API Key or disable geocoding in Organization Settings.",
   "FAILED_GEOCODE_MAPQUEST_API_KEY_ERROR": "Geocoding failed - Your MapQuest API Key is either invalid or at its limit. Update your MapQuest API Key or disable geocoding in Organization Settings.",
   "FAIR_BENCHMARK_RATIO_HELP": "The fair ratio of Total EUI to Benchmark Total EUI value to use. Ratio = Total EUI\/Benchmark EUI",
@@ -888,6 +900,7 @@
   "Matched Tax Lots": "Matched Tax Lots",
   "Matched!": "Matched!",
   "Matching Column List Profiles": "Matching Column List Profiles",
+  "Matching Criteria": "Matching Criteria",
   "Matching Criteria Preview": "Matching Criteria Preview",
   "Matching Detail": "Matching Detail",
   "Matching Detail Settings": "Matching Detail Settings",
@@ -1183,6 +1196,7 @@
   "Remove User": "Remove User",
   "Remove User from Organizatio": "Remove User from Organizatio",
   "Remove buildings from project": "Remove buildings from project",
+  "Remove column": "Remove column",
   "Remove inventory and organizations": "Remove inventory and organizations",
   "Removing buildings from project": "Removing buildings from project",
   "Rename": "Rename",
@@ -1415,6 +1429,7 @@
   "Successful Exports": "Successful Exports",
   "Successful upload!": "Successful upload!",
   "Successfully Uploaded": "Successfully Uploaded",
+  "Successfully created {{type}}": "Successfully created {{type}}",
   "Summary": "Summary",
   "Switch Profiles": "Switch Profiles",
   "System": "System",
@@ -1612,6 +1627,7 @@
   "Using your current browser will prevent you from accessing features on our website. Use the links below to download a new browser or upgrade your existing browser.": "Using your current browser will prevent you from accessing features on our website. Use the links below to download a new browser or upgrade your existing browser.",
   "Valid": "Valid",
   "Valid email required": "Valid email required",
+  "Value": "Value",
   "Version": "Version",
   "View Compliance Tracking": "View Compliance Tracking",
   "View Project": "View Project",

src/@seed/api/inventory/inventory.service.ts

@@ -9,10 +9,12 @@ import type {
   CrossCyclesResponse,
   DeleteParams,
   FilterResponse,
+  FormCreateResponse,
   GenericView,
   GenericViewsResponse,
   InventoryDisplayType,
   InventoryExportData,
+  InventoryFormCreateData,
   InventoryType,
   InventoryTypeGoal,
   NewProfileData,
@@ -287,6 +289,23 @@ export class InventoryService {
     )
   }
 
+  createInventory(
+    data: InventoryFormCreateData,
+    inventoryType: InventoryType,
+    viewId: number | null = null,
+  ): Observable<FormCreateResponse> {
+    const url = `/api/v3/${inventoryType}/form_create/`
+    const params: Record<string, number> = { organization_id: this.orgId }
+    if (viewId !== null) {
+      params.related_view_id = viewId
+    }
+    return this._httpClient.post<FormCreateResponse>(url, data, { params }).pipe(
+      catchError((error: HttpErrorResponse) => {
+        return this._errorService.handleError(error, `Error creating ${inventoryType === 'taxlots' ? 'tax lot' : 'property'}`)
+      }),
+    )
+  }
+
   uploadPropertyDocument(orgId: number, viewId: number, file: File, fileExt: PropertyDocumentExtension): Observable<unknown> {
     const url = `/api/v3/properties/${viewId}/upload_inventory_document/?organization_id=${orgId}`
     const formData = new FormData()

src/app/core/navigation/navigation.service.ts

@@ -22,6 +22,14 @@ export class NavigationService {
       type: 'basic',
       exactMatch: true,
     },
+    {
+      id: 'properties/create',
+      link: '/properties/create',
+      title: 'Create Property',
+      icon: 'fa-solid:plus',
+      type: 'basic',
+      exactMatch: true,
+    },
     {
       id: 'properties/column-list-profiles',
       link: '/properties/column-list-profiles',
@@ -72,6 +80,14 @@ export class NavigationService {
       type: 'basic',
       exactMatch: true,
     },
+    {
+      id: 'taxlots/create',
+      link: '/taxlots/create',
+      title: 'Create Tax Lot',
+      icon: 'fa-solid:plus',
+      type: 'basic',
+      exactMatch: true,
+    },
     {
       id: 'taxlots/column-list-profiles',
       link: '/taxlots/column-list-profiles',

src/app/modules/inventory/create/create-confirm-modal.component.html

@@ -0,0 +1,15 @@
+<seed-modal-header [title]="data.title" [close]="close.bind(this)" titleIcon="fa-solid:building"></seed-modal-header>
+
+<div class="mx-4 my-5">{{ data.body }}</div>
+
+<div class="flex justify-end gap-2">
+  <mat-dialog-actions>
+    <button (click)="onSubmit()" mat-raised-button color="primary">
+      <mat-icon class="icon-size-4" [svgIcon]="data.confirmIcon"></mat-icon>
+      {{ data.confirmText }}
+    </button>
+  </mat-dialog-actions>
+  <mat-dialog-actions>
+    <button (click)="close()" mat-stroked-button>{{ 'Cancel' | transloco }}</button>
+  </mat-dialog-actions>
+</div>

src/app/modules/inventory/create/create-confirm-modal.component.ts

@@ -0,0 +1,23 @@
+import { Component, inject } from '@angular/core'
+import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog'
+import { TranslocoPipe } from '@jsverse/transloco'
+import { ModalHeaderComponent } from '@seed/components'
+import { MaterialImports } from '@seed/materials'
+
+@Component({
+  selector: 'seed-inventory-create-confirm-modal',
+  templateUrl: './create-confirm-modal.component.html',
+  imports: [MaterialImports, ModalHeaderComponent, TranslocoPipe],
+})
+export class CreateConfirmModalComponent {
+  private _dialogRef = inject(MatDialogRef<CreateConfirmModalComponent>)
+  data = inject(MAT_DIALOG_DATA) as { title: string; body: string; confirmText: string; confirmIcon: string }
+
+  onSubmit() {
+    this.close(true)
+  }
+
+  close(confirmed = false) {
+    this._dialogRef.close(confirmed)
+  }
+}

src/app/modules/inventory/create/inventory-create.component.html

@@ -0,0 +1,129 @@
+<seed-page *transloco="let t" [config]="{ title: t(titleKey), titleIcon: 'fa-solid:building' }">
+  <div class="flex flex-col gap-6 p-6 sm:p-10">
+    <!-- Errors + Save -->
+    <div class="flex items-start justify-between gap-4">
+      <div class="flex-1">
+        @if (formErrors.length) {
+          <seed-alert [showIcon]="false" type="error" appearance="outline">
+            <ul class="list-disc">
+              @for (message of formErrors; track $index) {
+                <li class="ml-6">{{ message }}</li>
+              }
+            </ul>
+          </seed-alert>
+        }
+      </div>
+      <button [disabled]="!loaded || !valid || formErrors.length > 0 || creating" (click)="save()" mat-flat-button color="primary">
+        <mat-icon class="icon-size-4" svgIcon="fa-solid:floppy-disk"></mat-icon>
+        <span class="ml-2">{{ t('Save') }}</span>
+      </button>
+    </div>
+
+    <!-- Config selects -->
+    <form class="flex flex-wrap gap-4" [formGroup]="configForm">
+      <mat-form-field class="w-64" subscriptSizing="dynamic">
+        <mat-label>{{ t('Access Level') }}</mat-label>
+        <mat-select formControlName="access_level">
+          @for (level of accessLevelNames; track level) {
+            <mat-option [value]="level">{{ level }}</mat-option>
+          }
+        </mat-select>
+      </mat-form-field>
+
+      <mat-form-field class="w-64" subscriptSizing="dynamic">
+        <mat-label>{{ t('Level Instance') }}</mat-label>
+        <mat-select formControlName="access_level_instance">
+          @for (ali of accessLevelInstances; track ali.id) {
+            <mat-option [value]="ali.id">{{ ali.name }}</mat-option>
+          }
+        </mat-select>
+      </mat-form-field>
+
+      <mat-form-field class="w-64" subscriptSizing="dynamic">
+        <mat-label>{{ t('Cycle') }}</mat-label>
+        <mat-select formControlName="cycle">
+          @for (cycle of cycles; track cycle.id) {
+            <mat-option [value]="cycle.id">{{ cycle.name }}</mat-option>
+          }
+        </mat-select>
+      </mat-form-field>
+    </form>
+
+    <!-- Profile + column set buttons -->
+    <div class="flex flex-wrap items-center gap-4 border-t pt-4">
+      <mat-form-field class="w-64" subscriptSizing="dynamic">
+        <mat-label>{{ t('Column List Profile') }}</mat-label>
+        <mat-select [value]="selectedProfileId" (selectionChange)="changeProfile($event.value)">
+          @for (profile of profiles; track profile.id) {
+            <mat-option [value]="profile.id">{{ profile.name }}</mat-option>
+          }
+        </mat-select>
+      </mat-form-field>
+      <button (click)="setColumns('canonical')" mat-stroked-button>{{ t('All Canonical Fields') }}</button>
+      <button (click)="setColumns('extra')" mat-stroked-button>{{ t('All Extra Data Fields') }}</button>
+      <button (click)="setColumns('reset')" mat-stroked-button>{{ t('Reset') }}</button>
+    </div>
+
+    <!-- Column rows -->
+    <div class="border-t pt-4">
+      <table class="w-full">
+        <thead>
+          <tr class="text-secondary border-b text-left text-sm">
+            <th class="p-2">{{ t('Inventory Type') }}</th>
+            <th class="p-2">{{ t('Column') }}</th>
+            <th class="p-2">{{ t('Value') }}</th>
+            <th class="p-2 text-center">{{ t('Matching Criteria') }}</th>
+            <th class="p-2 text-center">{{ t('Extra Data') }}</th>
+            <th class="p-2">{{ t('Data Type') }}</th>
+            <th class="p-2"></th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (row of rows; track row.id; let i = $index) {
+            <tr [class.bg-red-100]="row.is_duplicate" [class.dark:bg-red-900]="row.is_duplicate">
+              <td class="align-middle p-2">{{ row.table_name.slice(0, -5) }}</td>
+              <td class="min-w-48 p-2">
+                <mat-form-field class="w-full" subscriptSizing="dynamic">
+                  <input
+                    [formControl]="row.ctrl"
+                    [matAutocomplete]="auto"
+                    [placeholder]="t('Column name')"
+                    [attr.aria-label]="t('Column name')"
+                    matInput
+                    autocomplete="off"
+                  />
+                  <mat-autocomplete #auto="matAutocomplete" [displayWith]="displayColumn">
+                    @for (option of row.filtered; track option.id) {
+                      <mat-option [value]="option">{{ option.display_name }}</mat-option>
+                    }
+                  </mat-autocomplete>
+                </mat-form-field>
+              </td>
+              <td class="min-w-48 p-2">
+                <mat-form-field class="w-full" subscriptSizing="dynamic">
+                  <input [(ngModel)]="row.value" [attr.aria-label]="t('Value')" (ngModelChange)="validate()" matInput />
+                </mat-form-field>
+              </td>
+              <td class="p-2 text-center">
+                <mat-checkbox [checked]="row.is_matching_criteria" disabled></mat-checkbox>
+              </td>
+              <td class="p-2 text-center">
+                <mat-checkbox [checked]="row.is_extra_data" disabled></mat-checkbox>
+              </td>
+              <td class="align-middle p-2">{{ row.data_type }}</td>
+              <td class="p-2 text-center">
+                <button [attr.aria-label]="t('Remove column')" (click)="removeColumn(i)" mat-icon-button color="warn">
+                  <mat-icon svgIcon="fa-solid:xmark"></mat-icon>
+                </button>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+      <button class="mt-4" (click)="addColumn()" mat-stroked-button>
+        <mat-icon class="icon-size-4" svgIcon="fa-solid:plus"></mat-icon>
+        <span class="ml-2">{{ t('Add Column') }}</span>
+      </button>
+    </div>
+  </div>
+</seed-page>