Initial commit: Data Intelligence Report Generator
- Oracle ERP ROA integration with sales analytics and margin analysis - Excel multi-sheet reports with conditional formatting - PDF executive summaries with charts via ReportLab - Optimized SQL queries (no cartesian products) - Docker support for cross-platform deployment - Configurable alert thresholds for business intelligence 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
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report_generator.py
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773
report_generator.py
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"""
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Report Generator Module
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Generates Excel and PDF reports from query results
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"""
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import pandas as pd
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from datetime import datetime
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from pathlib import Path
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import matplotlib
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matplotlib.use('Agg') # Non-interactive backend
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import matplotlib.pyplot as plt
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import matplotlib.ticker as ticker
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from openpyxl import Workbook
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from openpyxl.styles import Font, Alignment, PatternFill, Border, Side
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from openpyxl.utils.dataframe import dataframe_to_rows
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from openpyxl.chart import BarChart, LineChart, PieChart, Reference
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from openpyxl.utils import get_column_letter
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from reportlab.lib import colors
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from reportlab.lib.pagesizes import A4, landscape
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from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
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from reportlab.lib.units import cm, mm
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from reportlab.platypus import (
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SimpleDocTemplate, Paragraph, Spacer, Table, TableStyle,
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PageBreak, Image, KeepTogether
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)
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from reportlab.lib.enums import TA_CENTER, TA_LEFT, TA_RIGHT
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import io
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class ExcelReportGenerator:
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"""Generate Excel reports with multiple sheets and formatting"""
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def __init__(self, output_path: Path):
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self.output_path = output_path
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self.wb = Workbook()
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# Remove default sheet
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self.wb.remove(self.wb.active)
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# Define styles
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self.header_font = Font(bold=True, color='FFFFFF', size=11)
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self.header_fill = PatternFill(start_color='366092', end_color='366092', fill_type='solid')
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self.alert_fill = PatternFill(start_color='FF6B6B', end_color='FF6B6B', fill_type='solid')
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self.warning_fill = PatternFill(start_color='FFE66D', end_color='FFE66D', fill_type='solid')
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self.good_fill = PatternFill(start_color='4ECDC4', end_color='4ECDC4', fill_type='solid')
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self.border = Border(
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left=Side(style='thin'),
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right=Side(style='thin'),
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top=Side(style='thin'),
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bottom=Side(style='thin')
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)
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def add_sheet(self, name: str, df: pd.DataFrame, title: str = None, description: str = None, legend: dict = None):
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"""Add a formatted sheet to the workbook with optional legend"""
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# Truncate sheet name to 31 chars (Excel limit)
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sheet_name = name[:31]
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ws = self.wb.create_sheet(title=sheet_name)
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start_row = 1
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# Add title if provided
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if title:
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ws.cell(row=start_row, column=1, value=title)
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ws.cell(row=start_row, column=1).font = Font(bold=True, size=14)
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start_row += 1
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# Add description if provided
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if description:
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ws.cell(row=start_row, column=1, value=description)
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ws.cell(row=start_row, column=1).font = Font(italic=True, size=10, color='666666')
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start_row += 1
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# Add timestamp
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ws.cell(row=start_row, column=1, value=f"Generat: {datetime.now().strftime('%Y-%m-%d %H:%M')}")
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ws.cell(row=start_row, column=1).font = Font(size=9, color='999999')
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start_row += 1
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# Add legend if provided
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if legend:
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start_row += 1
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ws.cell(row=start_row, column=1, value="Explicații calcule:")
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ws.cell(row=start_row, column=1).font = Font(bold=True, size=9, color='336699')
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start_row += 1
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for col_name, explanation in legend.items():
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ws.cell(row=start_row, column=1, value=f"• {col_name}: {explanation}")
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ws.cell(row=start_row, column=1).font = Font(size=8, color='666666')
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start_row += 1
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start_row += 1
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if df is None or df.empty:
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ws.cell(row=start_row, column=1, value="Nu există date pentru această analiză.")
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return
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# Write headers
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for col_idx, col_name in enumerate(df.columns, 1):
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cell = ws.cell(row=start_row, column=col_idx, value=col_name)
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cell.font = self.header_font
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cell.fill = self.header_fill
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cell.alignment = Alignment(horizontal='center', vertical='center', wrap_text=True)
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cell.border = self.border
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# Write data
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for row_idx, row in enumerate(df.itertuples(index=False), start_row + 1):
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for col_idx, value in enumerate(row, 1):
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cell = ws.cell(row=row_idx, column=col_idx, value=value)
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cell.border = self.border
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# Format numbers
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if isinstance(value, (int, float)):
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cell.number_format = '#,##0.00' if isinstance(value, float) else '#,##0'
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cell.alignment = Alignment(horizontal='right')
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# Highlight negative values
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if isinstance(value, (int, float)) and value < 0:
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cell.fill = self.alert_fill
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# Highlight low margins
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col_name = df.columns[col_idx - 1].lower()
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if 'procent' in col_name or 'marja' in col_name:
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if isinstance(value, (int, float)):
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if value < 10:
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cell.fill = self.alert_fill
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elif value < 15:
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cell.fill = self.warning_fill
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elif value > 25:
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cell.fill = self.good_fill
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# Highlight TREND column for YoY sheets
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if col_name == 'trend':
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if isinstance(value, str):
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if value in ('CRESTERE', 'IMBUNATATIRE', 'DIVERSIFICARE'):
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cell.fill = self.good_fill
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elif value in ('SCADERE', 'DETERIORARE', 'CONCENTRARE', 'PIERDUT'):
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cell.fill = self.alert_fill
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elif value == 'ATENTIE':
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cell.fill = self.warning_fill
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# Highlight STATUS column
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if col_name == 'status' or col_name == 'acoperire':
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if isinstance(value, str):
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if value == 'OK':
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cell.fill = self.good_fill
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elif value in ('ATENTIE', 'NECESAR'):
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cell.fill = self.warning_fill
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elif value in ('ALERTA', 'DEFICIT', 'RISC MARE'):
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cell.fill = self.alert_fill
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# Highlight variatie columns (positive = green, negative = red)
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if 'variatie' in col_name:
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if isinstance(value, (int, float)):
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if value > 0:
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cell.fill = self.good_fill
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elif value < 0:
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cell.fill = self.alert_fill
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# Auto-adjust column widths
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for col_idx, col_name in enumerate(df.columns, 1):
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max_length = len(str(col_name))
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for row in df.itertuples(index=False):
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cell_value = row[col_idx - 1]
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if cell_value:
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max_length = max(max_length, len(str(cell_value)))
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adjusted_width = min(max_length + 2, 50)
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ws.column_dimensions[get_column_letter(col_idx)].width = adjusted_width
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# Freeze header row
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ws.freeze_panes = ws.cell(row=start_row + 1, column=1)
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def add_sheet_with_recommendations(self, name: str, df: pd.DataFrame,
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recommendations_df: pd.DataFrame,
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title: str = None, description: str = None,
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legend: dict = None, top_n_recommendations: int = 5):
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"""Adauga sheet formatat cu KPIs si top recomandari dedesubt"""
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sheet_name = name[:31]
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ws = self.wb.create_sheet(title=sheet_name)
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start_row = 1
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# Adauga titlu
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if title:
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ws.cell(row=start_row, column=1, value=title)
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ws.cell(row=start_row, column=1).font = Font(bold=True, size=14)
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start_row += 1
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# Adauga descriere
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if description:
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ws.cell(row=start_row, column=1, value=description)
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ws.cell(row=start_row, column=1).font = Font(italic=True, size=10, color='666666')
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start_row += 1
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# Adauga timestamp
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ws.cell(row=start_row, column=1, value=f"Generat: {datetime.now().strftime('%Y-%m-%d %H:%M')}")
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ws.cell(row=start_row, column=1).font = Font(size=9, color='999999')
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start_row += 2
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# === SECTIUNEA 1: KPIs ===
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if df is not None and not df.empty:
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# Header
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for col_idx, col_name in enumerate(df.columns, 1):
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cell = ws.cell(row=start_row, column=col_idx, value=col_name)
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cell.font = self.header_font
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cell.fill = self.header_fill
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cell.alignment = Alignment(horizontal='center', vertical='center', wrap_text=True)
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cell.border = self.border
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# Date
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for row_idx, row in enumerate(df.itertuples(index=False), start_row + 1):
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for col_idx, value in enumerate(row, 1):
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cell = ws.cell(row=row_idx, column=col_idx, value=value)
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cell.border = self.border
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if isinstance(value, (int, float)):
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cell.number_format = '#,##0.00' if isinstance(value, float) else '#,##0'
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cell.alignment = Alignment(horizontal='right')
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start_row = start_row + len(df) + 3
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# === SECTIUNEA 2: TOP RECOMANDARI ===
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if recommendations_df is not None and not recommendations_df.empty:
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ws.cell(row=start_row, column=1, value="Top Recomandari Prioritare")
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ws.cell(row=start_row, column=1).font = Font(bold=True, size=12, color='366092')
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start_row += 1
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# Sorteaza dupa prioritate (ALERTA primul, apoi ATENTIE, apoi OK)
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df_sorted = recommendations_df.copy()
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status_order = {'ALERTA': 0, 'ATENTIE': 1, 'OK': 2}
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df_sorted['_order'] = df_sorted['STATUS'].map(status_order).fillna(3)
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df_sorted = df_sorted.sort_values('_order').head(top_n_recommendations)
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df_sorted = df_sorted.drop(columns=['_order'])
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# Coloane de afisat
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display_cols = ['STATUS', 'CATEGORIE', 'INDICATOR', 'VALOARE', 'RECOMANDARE']
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display_cols = [c for c in display_cols if c in df_sorted.columns]
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# Header cu background mov
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rec_header_fill = PatternFill(start_color='8E44AD', end_color='8E44AD', fill_type='solid')
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for col_idx, col_name in enumerate(display_cols, 1):
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cell = ws.cell(row=start_row, column=col_idx, value=col_name)
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cell.font = self.header_font
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cell.fill = rec_header_fill
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cell.alignment = Alignment(horizontal='center', vertical='center', wrap_text=True)
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cell.border = self.border
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# Randuri cu colorare dupa status
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for row_idx, (_, row) in enumerate(df_sorted.iterrows(), start_row + 1):
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status = row.get('STATUS', 'OK')
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for col_idx, col_name in enumerate(display_cols, 1):
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value = row.get(col_name, '')
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cell = ws.cell(row=row_idx, column=col_idx, value=value)
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cell.border = self.border
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cell.alignment = Alignment(wrap_text=True)
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# Colorare conditionala
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if status == 'ALERTA':
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cell.fill = PatternFill(start_color='FADBD8', end_color='FADBD8', fill_type='solid')
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elif status == 'ATENTIE':
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cell.fill = PatternFill(start_color='FCF3CF', end_color='FCF3CF', fill_type='solid')
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else:
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cell.fill = PatternFill(start_color='D5F5E3', end_color='D5F5E3', fill_type='solid')
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# Auto-adjust latime coloane
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for col_idx in range(1, 8):
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ws.column_dimensions[get_column_letter(col_idx)].width = 22
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ws.freeze_panes = ws.cell(row=5, column=1)
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def save(self):
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"""Save the workbook"""
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self.wb.save(self.output_path)
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print(f"✓ Excel salvat: {self.output_path}")
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class PDFReportGenerator:
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"""Generate PDF executive summary with charts"""
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def __init__(self, output_path: Path, company_name: str = "Data Intelligence Report"):
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self.output_path = output_path
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self.company_name = company_name
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self.elements = []
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self.styles = getSampleStyleSheet()
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# Custom styles
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self.styles.add(ParagraphStyle(
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name='CustomTitle',
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parent=self.styles['Title'],
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fontSize=24,
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spaceAfter=30,
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alignment=TA_CENTER
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))
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self.styles.add(ParagraphStyle(
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name='SectionHeader',
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parent=self.styles['Heading1'],
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fontSize=14,
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spaceBefore=20,
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spaceAfter=10,
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textColor=colors.HexColor('#366092')
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))
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self.styles.add(ParagraphStyle(
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name='AlertHeader',
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parent=self.styles['Heading2'],
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fontSize=12,
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textColor=colors.red,
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spaceBefore=15,
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spaceAfter=8
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))
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self.styles.add(ParagraphStyle(
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name='SmallText',
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parent=self.styles['Normal'],
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fontSize=8,
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textColor=colors.gray
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))
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def add_title_page(self, report_date: datetime = None):
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"""Add title page"""
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if report_date is None:
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report_date = datetime.now()
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self.elements.append(Spacer(1, 3*cm))
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self.elements.append(Paragraph(self.company_name, self.styles['CustomTitle']))
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self.elements.append(Spacer(1, 1*cm))
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self.elements.append(Paragraph(
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f"Raport generat: {report_date.strftime('%d %B %Y, %H:%M')}",
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self.styles['Normal']
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))
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self.elements.append(Paragraph(
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"Perioada analizată: Ultimele 12 luni",
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self.styles['Normal']
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))
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self.elements.append(PageBreak())
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def add_kpi_section(self, kpi_df: pd.DataFrame):
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"""Add KPI summary section"""
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self.elements.append(Paragraph("📊 Sumar Executiv - KPIs", self.styles['SectionHeader']))
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if kpi_df is not None and not kpi_df.empty:
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data = [['Indicator', 'Valoare', 'UM']]
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for _, row in kpi_df.iterrows():
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data.append([
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str(row.get('INDICATOR', '')),
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str(row.get('VALOARE', '')),
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str(row.get('UM', ''))
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])
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table = Table(data, colWidths=[8*cm, 4*cm, 2*cm])
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table.setStyle(TableStyle([
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('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#366092')),
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('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
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('ALIGN', (0, 0), (-1, -1), 'LEFT'),
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('ALIGN', (1, 1), (1, -1), 'RIGHT'),
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('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
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('FONTSIZE', (0, 0), (-1, 0), 10),
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('BOTTOMPADDING', (0, 0), (-1, 0), 12),
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('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
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('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f0f0f0')])
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]))
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self.elements.append(table)
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self.elements.append(Spacer(1, 0.5*cm))
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def add_alerts_section(self, alerts_data: dict):
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"""Add critical alerts section"""
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self.elements.append(Paragraph("🚨 Alerte Critice", self.styles['SectionHeader']))
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# Vânzări sub cost
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if 'vanzari_sub_cost' in alerts_data and not alerts_data['vanzari_sub_cost'].empty:
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df = alerts_data['vanzari_sub_cost']
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count = len(df)
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total_loss = df['PIERDERE'].sum() if 'PIERDERE' in df.columns else 0
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self.elements.append(Paragraph(
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f"⛔ VÂNZĂRI SUB COST: {count} tranzacții cu pierdere totală de {abs(total_loss):,.2f} RON",
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self.styles['AlertHeader']
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))
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# Show top 5
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top5 = df.head(5)
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if not top5.empty:
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cols_to_show = ['FACTURA', 'CLIENT', 'PRODUS', 'PIERDERE']
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cols_to_show = [c for c in cols_to_show if c in top5.columns]
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if cols_to_show:
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data = [cols_to_show] + top5[cols_to_show].values.tolist()
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table = Table(data, colWidths=[3*cm, 4*cm, 5*cm, 2*cm])
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table.setStyle(TableStyle([
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('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#c0392b')),
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('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
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('FONTSIZE', (0, 0), (-1, -1), 8),
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('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
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]))
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self.elements.append(table)
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# Clienți cu marjă mică
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if 'clienti_marja_mica' in alerts_data and not alerts_data['clienti_marja_mica'].empty:
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df = alerts_data['clienti_marja_mica']
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count = len(df)
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self.elements.append(Spacer(1, 0.3*cm))
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self.elements.append(Paragraph(
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f"⚠️ CLIENȚI CU MARJĂ MICĂ (<15%): {count} clienți necesită renegociere",
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self.styles['AlertHeader']
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))
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top5 = df.head(5)
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if not top5.empty:
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cols_to_show = ['CLIENT', 'VANZARI_FARA_TVA', 'PROCENT_MARJA']
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cols_to_show = [c for c in cols_to_show if c in top5.columns]
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if cols_to_show:
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data = [cols_to_show]
|
||||
for _, row in top5.iterrows():
|
||||
data.append([
|
||||
str(row.get('CLIENT', ''))[:30],
|
||||
f"{row.get('VANZARI_FARA_TVA', 0):,.0f}",
|
||||
f"{row.get('PROCENT_MARJA', 0):.1f}%"
|
||||
])
|
||||
table = Table(data, colWidths=[6*cm, 3*cm, 2*cm])
|
||||
table.setStyle(TableStyle([
|
||||
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#e67e22')),
|
||||
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
||||
('FONTSIZE', (0, 0), (-1, -1), 8),
|
||||
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
||||
]))
|
||||
self.elements.append(table)
|
||||
|
||||
self.elements.append(Spacer(1, 0.5*cm))
|
||||
|
||||
def add_chart_image(self, fig, title: str):
|
||||
"""Add a matplotlib figure as image"""
|
||||
self.elements.append(Paragraph(title, self.styles['SectionHeader']))
|
||||
|
||||
# Save figure to buffer
|
||||
buf = io.BytesIO()
|
||||
fig.savefig(buf, format='png', dpi=150, bbox_inches='tight')
|
||||
buf.seek(0)
|
||||
|
||||
# Add to PDF
|
||||
img = Image(buf, width=16*cm, height=10*cm)
|
||||
self.elements.append(img)
|
||||
self.elements.append(Spacer(1, 0.5*cm))
|
||||
|
||||
plt.close(fig)
|
||||
|
||||
def add_table_section(self, title: str, df: pd.DataFrame, columns: list = None, max_rows: int = 15):
|
||||
"""Add a data table section"""
|
||||
self.elements.append(Paragraph(title, self.styles['SectionHeader']))
|
||||
|
||||
if df is None or df.empty:
|
||||
self.elements.append(Paragraph("Nu există date.", self.styles['Normal']))
|
||||
return
|
||||
|
||||
# Select columns
|
||||
if columns:
|
||||
cols = [c for c in columns if c in df.columns]
|
||||
else:
|
||||
cols = list(df.columns)[:6] # Max 6 columns for PDF
|
||||
|
||||
if not cols:
|
||||
return
|
||||
|
||||
# Prepare data
|
||||
data = [cols]
|
||||
for _, row in df.head(max_rows).iterrows():
|
||||
row_data = []
|
||||
for col in cols:
|
||||
val = row.get(col, '')
|
||||
if isinstance(val, float):
|
||||
row_data.append(f"{val:,.2f}")
|
||||
elif isinstance(val, int):
|
||||
row_data.append(f"{val:,}")
|
||||
else:
|
||||
row_data.append(str(val)[:25]) # Truncate long strings
|
||||
data.append(row_data)
|
||||
|
||||
# Calculate column widths
|
||||
n_cols = len(cols)
|
||||
col_width = 16*cm / n_cols
|
||||
|
||||
table = Table(data, colWidths=[col_width] * n_cols)
|
||||
table.setStyle(TableStyle([
|
||||
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#366092')),
|
||||
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
||||
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
|
||||
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
|
||||
('FONTSIZE', (0, 0), (-1, -1), 7),
|
||||
('BOTTOMPADDING', (0, 0), (-1, 0), 8),
|
||||
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
||||
('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f5f5f5')])
|
||||
]))
|
||||
|
||||
self.elements.append(table)
|
||||
|
||||
if len(df) > max_rows:
|
||||
self.elements.append(Paragraph(
|
||||
f"... și încă {len(df) - max_rows} înregistrări (vezi Excel pentru lista completă)",
|
||||
self.styles['SmallText']
|
||||
))
|
||||
|
||||
self.elements.append(Spacer(1, 0.5*cm))
|
||||
|
||||
def add_page_break(self):
|
||||
"""Add page break"""
|
||||
self.elements.append(PageBreak())
|
||||
|
||||
def add_recommendations_section(self, recommendations_df: pd.DataFrame):
|
||||
"""Add recommendations section with status colors"""
|
||||
self.elements.append(Paragraph("Recomandari Cheie", self.styles['SectionHeader']))
|
||||
|
||||
if recommendations_df is None or recommendations_df.empty:
|
||||
self.elements.append(Paragraph("Nu au fost generate recomandari.", self.styles['Normal']))
|
||||
return
|
||||
|
||||
# Show top 7 most important recommendations (ALERTA first, then ATENTIE)
|
||||
df_sorted = recommendations_df.copy()
|
||||
status_order = {'ALERTA': 0, 'ATENTIE': 1, 'OK': 2}
|
||||
df_sorted['_order'] = df_sorted['STATUS'].map(status_order)
|
||||
df_sorted = df_sorted.sort_values('_order').head(7)
|
||||
|
||||
for _, row in df_sorted.iterrows():
|
||||
status = row.get('STATUS', 'OK')
|
||||
indicator = row.get('INDICATOR', '')
|
||||
valoare = row.get('VALOARE', '')
|
||||
explicatie = row.get('EXPLICATIE', '')
|
||||
recomandare = row.get('RECOMANDARE', '')
|
||||
|
||||
# Color based on status
|
||||
if status == 'ALERTA':
|
||||
status_color = colors.HexColor('#c0392b')
|
||||
bg_color = colors.HexColor('#fadbd8')
|
||||
elif status == 'ATENTIE':
|
||||
status_color = colors.HexColor('#d68910')
|
||||
bg_color = colors.HexColor('#fef9e7')
|
||||
else:
|
||||
status_color = colors.HexColor('#27ae60')
|
||||
bg_color = colors.HexColor('#d5f5e3')
|
||||
|
||||
# Create a small table for each recommendation
|
||||
data = [
|
||||
[f"[{status}] {indicator}: {valoare}"],
|
||||
[explicatie],
|
||||
[f"Actiune: {recomandare}"]
|
||||
]
|
||||
|
||||
table = Table(data, colWidths=[16*cm])
|
||||
table.setStyle(TableStyle([
|
||||
('BACKGROUND', (0, 0), (-1, 0), status_color),
|
||||
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
||||
('BACKGROUND', (0, 1), (-1, -1), bg_color),
|
||||
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
|
||||
('FONTSIZE', (0, 0), (-1, -1), 8),
|
||||
('BOTTOMPADDING', (0, 0), (-1, -1), 6),
|
||||
('TOPPADDING', (0, 0), (-1, -1), 4),
|
||||
('LEFTPADDING', (0, 0), (-1, -1), 8),
|
||||
]))
|
||||
self.elements.append(table)
|
||||
self.elements.append(Spacer(1, 0.2*cm))
|
||||
|
||||
self.elements.append(Spacer(1, 0.3*cm))
|
||||
|
||||
|
||||
def save(self):
|
||||
"""Generate and save PDF"""
|
||||
doc = SimpleDocTemplate(
|
||||
str(self.output_path),
|
||||
pagesize=A4,
|
||||
rightMargin=2*cm,
|
||||
leftMargin=2*cm,
|
||||
topMargin=2*cm,
|
||||
bottomMargin=2*cm
|
||||
)
|
||||
doc.build(self.elements)
|
||||
print(f"✓ PDF salvat: {self.output_path}")
|
||||
|
||||
|
||||
def create_monthly_chart(df: pd.DataFrame) -> plt.Figure:
|
||||
"""Create monthly sales and margin chart"""
|
||||
if df is None or df.empty:
|
||||
fig, ax = plt.subplots(figsize=(12, 6))
|
||||
ax.text(0.5, 0.5, 'Nu există date', ha='center', va='center')
|
||||
return fig
|
||||
|
||||
fig, ax1 = plt.subplots(figsize=(12, 6))
|
||||
|
||||
x = range(len(df))
|
||||
|
||||
# Bar chart for sales
|
||||
bars = ax1.bar(x, df['VANZARI_FARA_TVA'], color='#366092', alpha=0.7, label='Vânzări')
|
||||
ax1.set_xlabel('Luna')
|
||||
ax1.set_ylabel('Vânzări (RON)', color='#366092')
|
||||
ax1.tick_params(axis='y', labelcolor='#366092')
|
||||
ax1.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
||||
|
||||
# Line chart for margin
|
||||
ax2 = ax1.twinx()
|
||||
line = ax2.plot(x, df['MARJA_BRUTA'], color='#e74c3c', linewidth=2, marker='o', label='Marja')
|
||||
ax2.set_ylabel('Marja (RON)', color='#e74c3c')
|
||||
ax2.tick_params(axis='y', labelcolor='#e74c3c')
|
||||
ax2.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
||||
|
||||
# X-axis labels
|
||||
ax1.set_xticks(x)
|
||||
ax1.set_xticklabels(df['LUNA'], rotation=45, ha='right')
|
||||
|
||||
# Legend
|
||||
lines1, labels1 = ax1.get_legend_handles_labels()
|
||||
lines2, labels2 = ax2.get_legend_handles_labels()
|
||||
ax1.legend(lines1 + lines2, labels1 + labels2, loc='upper left')
|
||||
|
||||
plt.title('Evoluția Vânzărilor și Marjei Lunare')
|
||||
plt.tight_layout()
|
||||
|
||||
return fig
|
||||
|
||||
|
||||
def create_client_concentration_chart(df: pd.DataFrame) -> plt.Figure:
|
||||
"""Create client concentration pie chart"""
|
||||
if df is None or df.empty:
|
||||
fig, ax = plt.subplots(figsize=(10, 8))
|
||||
ax.text(0.5, 0.5, 'Nu există date', ha='center', va='center')
|
||||
return fig
|
||||
|
||||
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(14, 6))
|
||||
|
||||
# Pie chart - Top 10 vs Others
|
||||
top10 = df.head(10)
|
||||
others_pct = 100 - top10['PROCENT_CUMULAT'].iloc[-1] if len(top10) >= 10 else 0
|
||||
|
||||
sizes = list(top10['PROCENT_DIN_TOTAL'])
|
||||
if others_pct > 0:
|
||||
sizes.append(others_pct)
|
||||
labels = list(top10['CLIENT'].str[:20]) # Truncate names
|
||||
if others_pct > 0:
|
||||
labels.append('Alții')
|
||||
|
||||
colors_list = plt.cm.Set3(range(len(sizes)))
|
||||
|
||||
ax1.pie(sizes, labels=None, colors=colors_list, autopct='%1.1f%%', startangle=90)
|
||||
ax1.set_title('Concentrare Top 10 Clienți')
|
||||
ax1.legend(labels, loc='center left', bbox_to_anchor=(1, 0.5), fontsize=8)
|
||||
|
||||
# Bar chart - Pareto
|
||||
ax2.bar(range(len(top10)), top10['VANZARI'], color='#366092', alpha=0.7)
|
||||
ax2_twin = ax2.twinx()
|
||||
ax2_twin.plot(range(len(top10)), top10['PROCENT_CUMULAT'], 'r-o', linewidth=2)
|
||||
ax2_twin.axhline(y=80, color='green', linestyle='--', alpha=0.5, label='80%')
|
||||
|
||||
ax2.set_xticks(range(len(top10)))
|
||||
ax2.set_xticklabels([c[:15] for c in top10['CLIENT']], rotation=45, ha='right', fontsize=8)
|
||||
ax2.set_ylabel('Vânzări (RON)')
|
||||
ax2_twin.set_ylabel('% Cumulat')
|
||||
ax2.set_title('Analiză Pareto Clienți')
|
||||
|
||||
plt.tight_layout()
|
||||
return fig
|
||||
|
||||
|
||||
def create_production_chart(df: pd.DataFrame) -> plt.Figure:
|
||||
"""Create production vs resale comparison chart"""
|
||||
if df is None or df.empty:
|
||||
fig, ax = plt.subplots(figsize=(10, 6))
|
||||
ax.text(0.5, 0.5, 'Nu există date', ha='center', va='center')
|
||||
return fig
|
||||
|
||||
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(12, 5))
|
||||
|
||||
# Bar chart - Sales by type
|
||||
x = range(len(df))
|
||||
ax1.bar(x, df['VANZARI_FARA_TVA'], color=['#366092', '#e74c3c', '#2ecc71'][:len(df)])
|
||||
ax1.set_xticks(x)
|
||||
ax1.set_xticklabels(df['TIP_PRODUS'], rotation=15)
|
||||
ax1.set_ylabel('Vânzări (RON)')
|
||||
ax1.set_title('Vânzări per Tip Produs')
|
||||
ax1.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
||||
|
||||
# Bar chart - Margin %
|
||||
colors = ['#2ecc71' if m > 20 else '#e67e22' if m > 15 else '#e74c3c' for m in df['PROCENT_MARJA']]
|
||||
ax2.bar(x, df['PROCENT_MARJA'], color=colors)
|
||||
ax2.set_xticks(x)
|
||||
ax2.set_xticklabels(df['TIP_PRODUS'], rotation=15)
|
||||
ax2.set_ylabel('Marjă (%)')
|
||||
ax2.set_title('Marjă per Tip Produs')
|
||||
ax2.axhline(y=15, color='red', linestyle='--', alpha=0.5, label='Prag minim 15%')
|
||||
ax2.legend()
|
||||
|
||||
plt.tight_layout()
|
||||
return fig
|
||||
|
||||
|
||||
def create_cash_cycle_chart(df: pd.DataFrame) -> plt.Figure:
|
||||
"""Create cash conversion cycle visualization"""
|
||||
if df is None or df.empty:
|
||||
fig, ax = plt.subplots(figsize=(10, 6))
|
||||
ax.text(0.5, 0.5, 'Nu exista date', ha='center', va='center')
|
||||
return fig
|
||||
|
||||
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(14, 6))
|
||||
|
||||
# Extract values
|
||||
indicators = df['INDICATOR'].tolist() if 'INDICATOR' in df.columns else []
|
||||
zile = df['ZILE'].tolist() if 'ZILE' in df.columns else []
|
||||
|
||||
if not indicators or not zile:
|
||||
ax1.text(0.5, 0.5, 'Date incomplete', ha='center', va='center')
|
||||
ax2.text(0.5, 0.5, 'Date incomplete', ha='center', va='center')
|
||||
return fig
|
||||
|
||||
# Colors for each component
|
||||
colors_map = {
|
||||
'DIO': '#3498db', # Blue for inventory
|
||||
'DSO': '#e74c3c', # Red for receivables
|
||||
'DPO': '#2ecc71', # Green for payables
|
||||
'CCC': '#9b59b6' # Purple for total cycle
|
||||
}
|
||||
|
||||
bar_colors = []
|
||||
for ind in indicators:
|
||||
for key, color in colors_map.items():
|
||||
if key in ind.upper():
|
||||
bar_colors.append(color)
|
||||
break
|
||||
else:
|
||||
bar_colors.append('#95a5a6')
|
||||
|
||||
# Bar chart
|
||||
x = range(len(indicators))
|
||||
bars = ax1.bar(x, zile, color=bar_colors, alpha=0.8)
|
||||
ax1.set_xticks(x)
|
||||
ax1.set_xticklabels([ind[:20] for ind in indicators], rotation=45, ha='right', fontsize=9)
|
||||
ax1.set_ylabel('Zile')
|
||||
ax1.set_title('Ciclu Conversie Cash - Componente')
|
||||
|
||||
# Add value labels on bars
|
||||
for bar, val in zip(bars, zile):
|
||||
height = bar.get_height()
|
||||
ax1.text(bar.get_x() + bar.get_width()/2., height,
|
||||
f'{int(val)}',
|
||||
ha='center', va='bottom', fontsize=10, fontweight='bold')
|
||||
|
||||
# Waterfall-style visualization
|
||||
# DIO + DSO - DPO = CCC
|
||||
dio = next((z for i, z in zip(indicators, zile) if 'DIO' in i.upper()), 0)
|
||||
dso = next((z for i, z in zip(indicators, zile) if 'DSO' in i.upper() and 'DIO' not in i.upper()), 0)
|
||||
dpo = next((z for i, z in zip(indicators, zile) if 'DPO' in i.upper()), 0)
|
||||
ccc = dio + dso - dpo
|
||||
|
||||
waterfall_labels = ['DIO\n(Zile Stoc)', 'DSO\n(Zile Incasare)', 'DPO\n(Zile Plata)', 'CCC\n(Ciclu Total)']
|
||||
waterfall_values = [dio, dso, -dpo, ccc]
|
||||
waterfall_colors = ['#3498db', '#e74c3c', '#2ecc71', '#9b59b6']
|
||||
|
||||
# Calculate positions for waterfall
|
||||
cumulative = [0]
|
||||
for i, v in enumerate(waterfall_values[:-1]):
|
||||
cumulative.append(cumulative[-1] + v)
|
||||
|
||||
ax2.bar([0, 1, 2], [dio, dso, dpo], color=['#3498db', '#e74c3c', '#2ecc71'], alpha=0.8)
|
||||
ax2.axhline(y=ccc, color='#9b59b6', linewidth=3, linestyle='--', label=f'CCC = {int(ccc)} zile')
|
||||
ax2.set_xticks([0, 1, 2])
|
||||
ax2.set_xticklabels(['DIO\n(+Stoc)', 'DSO\n(+Incasare)', 'DPO\n(-Plata)'], fontsize=9)
|
||||
ax2.set_ylabel('Zile')
|
||||
ax2.set_title('Formula: DIO + DSO - DPO = CCC')
|
||||
ax2.legend(loc='upper right')
|
||||
|
||||
# Add annotation explaining the result
|
||||
if ccc > 60:
|
||||
verdict = "Ciclu lung - capital blocat mult timp"
|
||||
verdict_color = '#c0392b'
|
||||
elif ccc > 30:
|
||||
verdict = "Ciclu moderat - poate fi optimizat"
|
||||
verdict_color = '#d68910'
|
||||
else:
|
||||
verdict = "Ciclu eficient - capital rotit rapid"
|
||||
verdict_color = '#27ae60'
|
||||
|
||||
ax2.text(0.5, -0.15, verdict, transform=ax2.transAxes,
|
||||
ha='center', fontsize=10, color=verdict_color, fontweight='bold')
|
||||
|
||||
plt.tight_layout()
|
||||
return fig
|
||||
Reference in New Issue
Block a user