Issue 621 Create facility (kpm, kpi, equipment, nebs etc.) archive

src/app/core-components/welcome/welcome.component.html

@@ -66,7 +66,7 @@
                             Below is a list of the latest visits conducted in JUSTIFI so you can jump back in.
                             Just click the "<fa-icon [icon]="faWandMagicSparkles"></fa-icon>" button.
                         </p>
-                        <ng-template [ngIf]="onSiteVisits.length > 0" [ngIfElse]="noVisitsBlock">
+                        <ng-template [ngIf]="(onSiteVisits | filterArchivedVisits: facilities)?.length > 0" [ngIfElse]="noVisitsBlock">
                             <table class="table table-bordered">
                                 <thead>
                                     <tr>
@@ -85,7 +85,7 @@
                                     </tr>
                                 </thead>
                                 <tbody>
-                                    <tr *ngFor="let visit of onSiteVisits">
+                                    <tr *ngFor="let visit of onSiteVisits | filterArchivedVisits: facilities">
                                         <td>
                                             <a [routerLink]="'/portfolio/facility/'+visit.facilityId">
                                                 {{visit.facilityId | facilityName: facilities}}

src/app/models/contact.ts

@@ -16,7 +16,8 @@ export interface IdbContact extends IdbEntry {
     energyEquipmentIds: Array<string>,
     kpiIds: Array<string>,
     userId: string,
-    notes: string
+    notes: string,
+    archivedFacilityId?: string
 }
 
 export function getNewIdbContact(userId: string, companyId: string): IdbContact {

src/app/models/facility.ts

@@ -26,7 +26,10 @@ export interface IdbFacility extends IdbEntry {
     financialMetricsUsed: string,
     efficiencyIncentives: string,
     dependentFunding: string,
-    isExample?: boolean
+    isExample?: boolean,
+    isArchived?: boolean,
+    archivedDate?: Date,
+    originalFacilityId?: string
 }
 
 export function getNewIdbFacility(userId: string, companyId: string): IdbFacility {

src/app/setup-wizard/pre-visit/company-contacts/manage-company-contacts/manage-company-contacts.component.html

@@ -14,7 +14,7 @@ <h5>
                         </button>
                     </div>
                 </div>
-                <ng-template [ngIf]="companyContacts.length > 0" [ngIfElse]="noContactsBlock">
+                <ng-template [ngIf]="selectedFacility && (companyContacts | filterArchivedContacts: selectedFacility).length > 0" [ngIfElse]="noContactsBlock">
                     <table class="table table-bordered table-hover table-sm">
                         <thead>
                             <tr>
@@ -33,7 +33,7 @@ <h5>
                             </tr>
                         </thead>
                         <tbody>
-                            <tr *ngFor="let contact of companyContacts">
+                            <tr *ngFor="let contact of companyContacts | filterArchivedContacts: selectedFacility">
                                 <td>
                                     <a class="click-link" (click)="goToContact(contact)">
                                         {{contact | contactNameDisplay}}

src/app/setup-wizard/pre-visit/company-contacts/manage-company-contacts/manage-company-contacts.component.ts

@@ -12,6 +12,8 @@ import * as _ from 'lodash';
 
 import { FormGroup } from '@angular/forms';
 import { CompanyContactsFormService } from 'src/app/shared/shared-company-forms/company-contacts-form/company-contacts-form.service';
+import { FacilityIdbService } from 'src/app/indexed-db/facility-idb.service';
+import { IdbFacility } from 'src/app/models/facility';
 
 @Component({
     selector: 'app-manage-company-contacts',
@@ -27,6 +29,9 @@ export class ManageCompanyContactsComponent {
   selectedCompany: IdbCompany;
   selectedCompanySub: Subscription;
 
+  selectedFacility: IdbFacility;
+  selectedFacilitySub: Subscription;
+
   faChevronRight: IconDefinition = faChevronRight;
   faChevronLeft: IconDefinition = faChevronLeft;
   faAddressBook: IconDefinition = faAddressBook;
@@ -36,10 +41,12 @@ export class ManageCompanyContactsComponent {
 
   onSiteVisit: IdbOnSiteVisit;
   onSiteVisitSub: Subscription;
+
   constructor(private router: Router,
     private companyIdbService: CompanyIdbService,
     private contactIdbService: ContactIdbService,
-    private onSiteVisitIdbService: OnSiteVisitIdbService
+    private onSiteVisitIdbService: OnSiteVisitIdbService,
+    private facilityIdbService: FacilityIdbService
   ) {
   }
 
@@ -48,18 +55,26 @@ export class ManageCompanyContactsComponent {
       this.selectedCompany = _company;
     });
 
+    this.selectedFacilitySub = this.facilityIdbService.selectedFacility.subscribe(facility => {
+      this.selectedFacility = facility;
+    });
+
     this.contactsSub = this.contactIdbService.contacts.subscribe(_contacts => {
       this.companyContacts = _contacts.filter(c => { return c.companyId == this.selectedCompany.guid });
     });
+
     this.onSiteVisitSub = this.onSiteVisitIdbService.selectedVisit.subscribe(visit => {
       this.onSiteVisit = visit;
-    })
+    });
   }
 
   ngOnDestroy() {
     if (this.selectedCompanySub) {
       this.selectedCompanySub.unsubscribe();
     }
+    if (this.selectedFacilitySub) {
+      this.selectedFacilitySub.unsubscribe();
+    }
     if (this.contactsSub) {
       this.contactsSub.unsubscribe();
     }

src/app/setup-wizard/setup-wizard-sidebar/setup-wizard-sidebar.component.html

@@ -56,7 +56,7 @@
                             </a>
                         </div>
                         <div class="nav-item"
-                            *ngFor="let contact of company.guid | associatedContacts:'company':contacts">
+                            *ngFor="let contact of (company.guid | associatedContacts:'company':contacts) | filterArchivedContacts: facility">
                             <a class="nav-link"
                                 [routerLink]="'pre-visit/'+onSiteVisit.guid+'/company-contacts/'+contact.guid"
                                 [routerLinkActive]="['active']">
@@ -351,6 +351,17 @@
                 </a>
             </div>
 
+            <div class="w-100">
+                <hr class="spacer">
+            </div>
+
+            <div class="nav-item">
+                <a class="nav-link bold" (click)="openArchiveFacilityModal()">
+                    <fa-icon [icon]="faBoxArchive"></fa-icon>
+                    Archive Facility
+                </a>
+            </div>
+
             <div class="w-100">
                 <hr class="spacer">
             </div>
@@ -383,4 +394,29 @@
         <button class="btn nav-btn btn-sm" (click)="goToPortfolio()"><fa-icon [icon]="faFolderOpen"></fa-icon>
             Go to Portfolio</button>
     </div>
+</div>
+
+<div [ngClass]="{'window-overlay': displayArchiveModal}"></div>
+<div class="popup" [ngClass]="{'open': displayArchiveModal }">
+    <div class="popup-header">Archive Facility
+        <button type="button" class="btn-close float-end" aria-label="Close" (click)="closeArchiveModal()"></button>
+    </div>
+    <div class="popup-body">
+        <div class="alert alert-warning p-2">
+            <strong>Create Historical Snapshot</strong><br>
+            This will create a complete copy of <strong>{{facility?.generalInformation?.name}}</strong> and all its associated data (KPIs, equipment, assessments, contacts, etc.) as a historical snapshot.
+        </div>
+        <div class="form-group mt-3">
+            <label for="archiveName" class="form-label"><strong>Archive Name:</strong></label>
+            <input type="text" class="form-control" id="archiveName" [(ngModel)]="archiveFacilityName"
+                [placeholder]="facility?.generalInformation?.name + ' (Archived ' + currentDate + ')'" />
+        <hr>
+    </div>
+    <div class="popup-footer d-flex justify-content-end">
+        <button class="btn btn-secondary btn-sm me-2" (click)="closeArchiveModal()">Cancel</button>
+        <button class="btn btn-primary btn-sm" (click)="confirmArchive()">
+            <fa-icon [icon]="faBoxArchive"></fa-icon>
+            Create Archive
+        </button>
+    </div>
 </div>

src/app/setup-wizard/setup-wizard-sidebar/setup-wizard-sidebar.component.spec.ts

@@ -6,14 +6,15 @@ import { FontAwesomeModule } from '@fortawesome/angular-fontawesome';
 import { HelperPipesModule } from 'src/app/shared/helper-pipes/_helper-pipes.module';
 import { stubServiceProviders } from 'src/app/spec-helpers/spec-test-service-stub';
 import { NavItemActivePipe } from './nav-item-active.pipe';
+import { FormsModule } from '@angular/forms';
 
 describe('SetupWizardSidebarComponent', () => {
   let component: SetupWizardSidebarComponent;
   let fixture: ComponentFixture<SetupWizardSidebarComponent>;
 
   beforeEach(async () => {
     await TestBed.configureTestingModule({
-      imports: [RouterTestingModule, FontAwesomeModule, HelperPipesModule],
+      imports: [RouterTestingModule, FontAwesomeModule, HelperPipesModule, FormsModule],
       declarations: [SetupWizardSidebarComponent, NavItemActivePipe],
       providers: stubServiceProviders
     })

src/app/setup-wizard/setup-wizard-sidebar/setup-wizard-sidebar.component.ts

@@ -1,6 +1,6 @@
 import { ChangeDetectorRef, Component, EventEmitter, OnDestroy, OnInit, Output } from '@angular/core';
 import { NavigationEnd, Router } from '@angular/router';
-import { IconDefinition, faChevronDown, faFolderOpen, faCircleExclamation, faChevronCircleRight, faChevronCircleLeft, faGear, faChevronRight, faUser, faAddressBook, faMagnifyingGlassPlus, faBullseye, faList, faSplotch, faCube, faFileCircleCheck, faScrewdriverWrench, faFileLines, faWeightHanging, faChartPie, faPersonWalkingArrowLoopLeft, faChartColumn, faClipboardQuestion, faFilePen, faSackDollar, faUpload, faWandMagicSparkles } from '@fortawesome/free-solid-svg-icons';
+import { IconDefinition, faChevronDown, faFolderOpen, faCircleExclamation, faChevronCircleRight, faChevronCircleLeft, faGear, faChevronRight, faUser, faAddressBook, faMagnifyingGlassPlus, faBullseye, faList, faSplotch, faCube, faFileCircleCheck, faScrewdriverWrench, faFileLines, faWeightHanging, faChartPie, faPersonWalkingArrowLoopLeft, faChartColumn, faClipboardQuestion, faFilePen, faSackDollar, faUpload, faWandMagicSparkles, faBoxArchive } from '@fortawesome/free-solid-svg-icons';
 import { SetupWizardService } from '../setup-wizard.service';
 import { firstValueFrom, Subscription } from 'rxjs';
 import { IdbAssessment } from 'src/app/models/assessment';
@@ -23,6 +23,8 @@ import { IdbEnergyOpportunity } from 'src/app/models/energyOpportunity';
 import { EnergyOpportunityIdbService } from 'src/app/indexed-db/energy-opportunity-idb.service';
 import { IdbReport } from 'src/app/models/report';
 import { ReportIdbService } from 'src/app/indexed-db/report-idb.service';
+import { BackupDataService } from 'src/app/shared/shared-services/backup-data.service';
+import { ToastNotificationsService } from 'src/app/core-components/toast-notifications/toast-notifications.service';
 
 @Component({
   selector: 'app-setup-wizard-sidebar',
@@ -61,8 +63,12 @@ export class SetupWizardSidebarComponent implements OnInit, OnDestroy {
   faSackDollar: IconDefinition = faSackDollar;
   faUpload: IconDefinition = faUpload;
   faWandMagicSparkles: IconDefinition = faWandMagicSparkles;
+  faBoxArchive: IconDefinition = faBoxArchive;
 
   displayPortfolioModal: boolean;
+  displayArchiveModal: boolean = false;
+  archiveFacilityName: string = '';
+  currentDate: string = new Date().toISOString().split('T')[0];
 
   assessmentsSub: Subscription;
   assessments: Array<IdbAssessment>;
@@ -114,7 +120,9 @@ export class SetupWizardSidebarComponent implements OnInit, OnDestroy {
     private energyEquipmentIdbService: EnergyEquipmentIdbService,
     private processEquipmentIdbService: ProcessEquipmentIdbService,
     private energyOpportunityIdbService: EnergyOpportunityIdbService,
-    private reportIdbService: ReportIdbService
+    private reportIdbService: ReportIdbService,
+    private backupDataService: BackupDataService,
+    private toastNotificationsService: ToastNotificationsService
   ) {
 
   }
@@ -169,7 +177,7 @@ export class SetupWizardSidebarComponent implements OnInit, OnDestroy {
     });
     this.reportsSub = this.reportIdbService.reports.subscribe(reports => {
       this.reports = reports;
-    })
+    });
   }
 
   ngOnDestroy() {
@@ -309,4 +317,29 @@ export class SetupWizardSidebarComponent implements OnInit, OnDestroy {
     this.onSiteVisit.sidebarReportsOpen = !this.onSiteVisit.sidebarReportsOpen;
     await this.onSiteVisitIdbService.asyncUpdate(this.onSiteVisit);
   }
+
+  openArchiveFacilityModal() {
+    this.archiveFacilityName = ''; // Reset to use default naming
+    this.displayArchiveModal = true;
+  }
+
+  closeArchiveModal() {
+    this.displayArchiveModal = false;
+    this.archiveFacilityName = '';
+  }
+
+  async confirmArchive() {
+    try {
+      const archiveName = this.archiveFacilityName.trim() || undefined;
+      const archivedFacility = await this.backupDataService.createFacilityArchive(
+        this.facility.guid,
+        archiveName
+      );
+      this.toastNotificationsService.showToast('Facility Archived', undefined, 'bg-success', true, false);
+      this.closeArchiveModal();
+    } catch (error) {
+      console.error('Error archiving facility:', error);
+      this.toastNotificationsService.showToast('Archive Failed', undefined, 'bg-danger', true, false);
+    }
+  }
 }

src/app/setup-wizard/setup-wizard.component.spec.ts

@@ -9,6 +9,7 @@ import { HelperPipesModule } from '../shared/helper-pipes/_helper-pipes.module';
 import { NavItemActivePipe } from './setup-wizard-sidebar/nav-item-active.pipe';
 import { AssociatedContactsModule } from '../shared/associated-contacts/associated-contacts.module';
 import { SetupWizardSidePanelModule } from './setup-wizard-side-panel/setup-wizard-side-panel.module';
+import { FormsModule } from '@angular/forms';
 
 describe('SetupWizardComponent', () => {
   let component: SetupWizardComponent;
@@ -17,7 +18,7 @@ describe('SetupWizardComponent', () => {
 
 
     await TestBed.configureTestingModule({
-      imports: [RouterTestingModule, AssociatedContactsModule, FontAwesomeModule, HelperPipesModule, SetupWizardSidePanelModule],
+      imports: [RouterTestingModule, AssociatedContactsModule, FontAwesomeModule, HelperPipesModule, SetupWizardSidePanelModule, FormsModule],
       declarations: [SetupWizardComponent, SetupWizardSidebarComponent, NavItemActivePipe],
       providers: stubServiceProviders
     })

src/app/shared/helper-pipes/_helper-pipes.module.ts

@@ -54,6 +54,9 @@ import { ReportTypeDisplayPipe } from './report-type-display.pipe';
 import { IsUtilityTrackedPipe } from './is-utility-tracked.pipe';
 import { KeywordHighlightPipe } from './keyword-highlight.pipe';
 import { DisplayRoundedValuesPipe } from './display-rounded-values.pipe';
+import { FacilityArchivedPipe } from './facility-archived.pipe';
+import { FilterArchivedVisitsPipe } from './filter-archived-visits.pipe';
+import { FilterArchivedContactsPipe } from './filter-archived-contacts.pipe';
 
 @NgModule({
   declarations: [
@@ -110,6 +113,9 @@ import { DisplayRoundedValuesPipe } from './display-rounded-values.pipe';
     IsUtilityTrackedPipe,
     KeywordHighlightPipe,
     DisplayRoundedValuesPipe,
+    FacilityArchivedPipe,
+    FilterArchivedVisitsPipe,
+    FilterArchivedContactsPipe,
   ],
   imports: [
     CommonModule
@@ -171,7 +177,10 @@ import { DisplayRoundedValuesPipe } from './display-rounded-values.pipe';
     ReportTypeDisplayPipe,
     IsUtilityTrackedPipe,
     KeywordHighlightPipe,
-    DisplayRoundedValuesPipe
+    DisplayRoundedValuesPipe,
+    FacilityArchivedPipe,
+    FilterArchivedVisitsPipe,
+    FilterArchivedContactsPipe
   ]
 })
 export class HelperPipesModule { }

src/app/shared/helper-pipes/facility-archived.pipe.spec.ts

@@ -0,0 +1,8 @@
+import { FacilityArchivedPipe } from './facility-archived.pipe';
+
+describe('FacilityArchivedPipe', () => {
+  it('create an instance', () => {
+    const pipe = new FacilityArchivedPipe();
+    expect(pipe).toBeTruthy();
+  });
+});

src/app/shared/helper-pipes/facility-archived.pipe.ts

@@ -0,0 +1,18 @@
+import { Pipe, PipeTransform } from '@angular/core';
+import { IdbFacility } from 'src/app/models/facility';
+
+@Pipe({
+  name: 'facilityArchived',
+  standalone: false
+})
+export class FacilityArchivedPipe implements PipeTransform {
+
+  transform(facilityId: string, facilities: Array<IdbFacility>): boolean {
+    if (!facilities || !facilityId) {
+      return false;
+    }
+    const facility = facilities.find(f => f.guid === facilityId);
+    return facility?.isArchived || false;
+  }
+
+}

src/app/shared/helper-pipes/filter-archived-contacts.pipe.spec.ts

@@ -0,0 +1,8 @@
+import { FilterArchivedContactsPipe } from './filter-archived-contacts.pipe';
+
+describe('FilterArchivedContactsPipe', () => {
+  it('create an instance', () => {
+    const pipe = new FilterArchivedContactsPipe();
+    expect(pipe).toBeTruthy();
+  });
+});

src/app/shared/helper-pipes/filter-archived-contacts.pipe.ts

@@ -0,0 +1,23 @@
+import { Pipe, PipeTransform } from '@angular/core';
+import { IdbContact } from 'src/app/models/contact';
+import { IdbFacility } from 'src/app/models/facility';
+
+@Pipe({
+  name: 'filterArchivedContacts',
+  standalone: false
+})
+export class FilterArchivedContactsPipe implements PipeTransform {
+
+  transform(contacts: Array<IdbContact>, facility: IdbFacility): Array<IdbContact> {
+    if (!contacts || !facility) {
+      return contacts || [];
+    }
+
+    if (facility.isArchived) {
+      return contacts.filter(contact => contact.archivedFacilityId === facility.guid);
+    } else {
+      return contacts.filter(contact => !contact.archivedFacilityId);
+    }
+  }
+
+}

src/app/shared/helper-pipes/filter-archived-visits.pipe.spec.ts

@@ -0,0 +1,9 @@
+
+import { FilterArchivedVisitsPipe } from './filter-archived-visits.pipe';
+
+describe('FilterArchivedVisitsPipe', () => {
+  it('create an instance', () => {
+    const pipe = new FilterArchivedVisitsPipe();
+    expect(pipe).toBeTruthy();
+  });
+});