Add manager-friendly explanations and dynamic generators
main.py: - Add PDF_EXPLANATIONS dict with Romanian explanations for all report sections - Add dynamic explanation generators: - generate_indicatori_generali_explanation() - financial ratios with values - generate_indicatori_lichiditate_explanation() - liquidity ratios - generate_ciclu_cash_explanation() - cash conversion cycle - generate_solduri_clienti/furnizori_explanation() - balance summaries report_generator.py: - Add diacritics removal for PDF compatibility (Helvetica font) - Add sanitize_for_pdf() helper function - Add explanation_fill and explanation_border styles for info boxes - Enhance add_consolidated_sheet() with explanation parameter - Add merged explanation boxes with light grey background These changes complement the FORMULA column additions, providing managers with contextual explanations throughout the reports. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
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main.py
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main.py
@@ -63,6 +63,156 @@ from report_generator import (
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from recommendations import RecommendationsEngine
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from recommendations import RecommendationsEngine
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# Manager-friendly explanations for PDF and Excel sections (Romanian without diacritics)
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PDF_EXPLANATIONS = {
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# KPIs and Dashboard
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'kpis': "Indicatorii cheie (KPIs) ofera o imagine de ansamblu a performantei. Vanzarile totale arata volumul de business, marja bruta arata profitabilitatea (ideal peste 20%), iar TREND-ul compara cu anul trecut - CRESTERE e pozitiv, SCADERE necesita investigare.",
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'recomandari': "Sistemul analizeaza automat datele si genereaza alerte prioritizate. ALERTA (rosu) = problema critica ce necesita actiune imediata; ATENTIE (galben) = risc de monitorizat; OK (verde) = situatie normala.",
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# Charts
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'evolutie_lunara': "Graficul arata tendinta vanzarilor pe ultimele 12 luni. Urmariti sezonalitatea (luni slabe/puternice) si tendinta generala. Daca volumul creste dar marja scade, exista presiune pe preturi.",
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'concentrare_clienti': "Dependenta de clientii mari - regula 80/20: ideal max 60-70% din vanzari de la top 20% clienti. Daca un singur client depaseste 25% din vanzari, exista risc major - diversificati portofoliul.",
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'ciclu_cash': "Ciclul de conversie cash (CCC) arata cate zile sunt blocati banii: DIO (zile stoc) + DSO (zile incasare) - DPO (zile plata furnizori). Sub 30 zile = excelent, 30-60 = acceptabil, peste 60 = problema de lichiditate.",
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# Alerts and tables
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'alerte_critice': "Vanzarile sub cost sunt tranzactii in pierdere - verificati preturile imediat. Clientii cu marja sub 15% consuma resurse fara profit adecvat - renegociati sau reduceti prioritatea.",
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'top_clienti_produse': "Clasamentele arata cei mai importanti clienti si produse dupa vanzari si marja. Concentrati-va pe clientii cu marja mare si investigati pe cei cu marja mica (<15%).",
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'aging_creante': "Analiza vechimii creantelor arata suma facturilor neincasate pe intervale de timp. Creantele peste 90 de zile reprezinta risc major de neincasare - contactati urgent acesti clienti.",
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'stoc_lent': "Stocul lent blocheaza capital si ocupa spatiu. Produsele fara miscare peste 90 zile trebuie lichidate prin promotii sau trecute in pierdere daca sunt expirate/depasate.",
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# Excel-specific sections
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'venituri': "Vanzarile pe linii de business arata contributia fiecarui segment. Productia proprie are de obicei marja mai mare (25-40%), revanzarea are marja mai mica (10-20%) dar volum mai mare.",
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'portofoliu_clienti': "Structura portofoliului de clienti pe segmente. Un portofoliu sanatos are diversificare pe mai multe segmente, fara dependenta excesiva de o singura categorie.",
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'risc_concentrare': "Indicatorii de concentrare arata cat de dependenti sunteti de putini clienti. Top 5 clienti ideal sub 50% din vanzari, top 10 ideal sub 70%. Urmariti trendul YoY.",
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'indicatori_generali': "Indicatori financiari structurali: grad indatorare (Datorii/Capital - ideal <1), autonomie financiara (Capital/Active - ideal >0.5), rata datoriilor (Datorii/Active - ideal <0.5), marja neta (Profit/Vanzari %), ROA (Profit/Active %), rotatia activelor.",
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'indicatori_lichiditate': "Ratii de lichiditate: Lichiditate curenta (Active curente/Datorii curente - ideal >=1.5), Quick Ratio (fara stocuri - ideal >=1.0), Cash Ratio (Cash/Datorii - ideal >=0.2), Fond de rulment (Active curente - Datorii curente).",
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'ciclu_conversie_cash': "Ciclul de conversie cash (CCC) = DIO + DSO - DPO. DIO = zile stoc (cat timp sta marfa pe stoc), DSO = zile incasare (cat timp asteptam banii de la clienti), DPO = zile plata (in cat timp platim furnizorii). CCC sub 30 zile = excelent, 30-60 = acceptabil, peste 60 = probleme de lichiditate.",
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'solduri_clienti': "Solduri de incasat de la clienti - creante comerciale din cont 4111. Verificati vechimea si urgentati incasarile peste 30 zile pentru a imbunatati cash-flow-ul.",
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'solduri_furnizori': "Datorii catre furnizori din cont 401. Prioritizati platile in functie de scadente si relatia comerciala pentru a evita penalizari si pastrarea relatiilor bune.",
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'clasificare_datorii': "Datoriile pe intervale de intarziere. Datoriile sub 30 zile sunt normale, 30-60 zile necesita atentie, peste 60 zile afecteaza relatia cu furnizorii.",
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'proiectie_lichiditate': "Previziunea de cash pe 30 zile bazata pe scadente. Sold negativ = risc de lipsă numerar - asigurati finantare suplimentara sau urgentati incasarile."
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}
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# =============================================================================
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# DYNAMIC EXPLANATION GENERATORS - Create explanations with actual values
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# =============================================================================
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def generate_indicatori_generali_explanation(df):
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"""Generate dynamic explanation with actual values and formulas for financial indicators."""
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if df is None or df.empty:
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return "Nu exista date pentru indicatorii financiari generali."
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parts = ["INDICATORI FINANCIARI:"]
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for _, row in df.iterrows():
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ind = row.get('INDICATOR', '')
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val = row.get('VALOARE', 0)
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status = row.get('STATUS', '')
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if val is None:
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val = 0
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if 'indatorare' in ind.lower():
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parts.append(f"Grad indatorare = {val:.2f} (Datorii/Capital propriu) - {status}")
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elif 'autonomie' in ind.lower():
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parts.append(f"Autonomie financiara = {val:.2f} (Capital/Active) - {status}")
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elif 'rata datoriilor' in ind.lower():
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parts.append(f"Rata datoriilor = {val:.2f} (Datorii/Active) - {status}")
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elif 'marja' in ind.lower():
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parts.append(f"Marja neta = {val:.1f}% - {status}")
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elif 'roa' in ind.lower():
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parts.append(f"ROA = {val:.1f}% (Profit/Active) - {status}")
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elif 'rotatia' in ind.lower():
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parts.append(f"Rotatia activelor = {val:.2f} - {status}")
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return " | ".join(parts) if len(parts) > 1 else parts[0]
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def generate_indicatori_lichiditate_explanation(df):
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"""Generate dynamic explanation for liquidity ratios with actual values."""
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if df is None or df.empty:
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return "Nu exista date pentru indicatorii de lichiditate."
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parts = ["RATII LICHIDITATE:"]
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for _, row in df.iterrows():
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ind = row.get('INDICATOR', '')
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val = row.get('VALOARE', 0)
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status = row.get('STATUS', '')
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if val is None:
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val = 0
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if 'curenta' in ind.lower() and 'lichiditate' in ind.lower():
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parts.append(f"Lichiditate curenta = {val:.2f} (Active curente/Datorii curente, ideal >= 1.5) - {status}")
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elif 'rapida' in ind.lower() or 'quick' in ind.lower():
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parts.append(f"Quick Ratio = {val:.2f} (fara stocuri, ideal >= 1.0) - {status}")
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elif 'cash' in ind.lower():
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parts.append(f"Cash Ratio = {val:.2f} (Cash/Datorii, ideal >= 0.2) - {status}")
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elif 'fond' in ind.lower() or 'rulment' in ind.lower():
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parts.append(f"Fond de rulment = {val:,.0f} RON - {status}")
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return " | ".join(parts) if len(parts) > 1 else parts[0]
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def generate_ciclu_cash_explanation(df):
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"""Generate dynamic explanation for cash conversion cycle with actual values."""
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if df is None or df.empty:
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return "Nu exista date pentru ciclul de conversie cash."
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dio = dso = dpo = ccc = 0
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for _, row in df.iterrows():
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ind = str(row.get('INDICATOR', '')).upper()
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zile = row.get('ZILE', 0)
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if zile is None:
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zile = 0
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if 'DIO' in ind and 'DSO' not in ind:
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dio = zile
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elif 'DSO' in ind and 'DIO' not in ind:
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dso = zile
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elif 'DPO' in ind:
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dpo = zile
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elif 'CCC' in ind or 'CICLU' in ind:
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ccc = zile
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# Calculate CCC if not directly available
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if ccc == 0 and (dio > 0 or dso > 0):
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ccc = dio + dso - dpo
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status = "EXCELENT" if ccc < 30 else "ACCEPTABIL" if ccc < 60 else "PROBLEME LICHIDITATE"
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return (f"CICLU CONVERSIE CASH: DIO = {dio:.0f} zile (stoc -> vanzare) + "
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f"DSO = {dso:.0f} zile (factura -> incasare) - "
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f"DPO = {dpo:.0f} zile (achizitie -> plata) = "
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f"CCC = {ccc:.0f} zile. STATUS: {status}")
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def generate_solduri_clienti_explanation(df):
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"""Generate dynamic explanation for customer balances with actual totals."""
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if df is None or df.empty:
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return "Nu exista solduri de incasat de la clienti."
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total = df['SOLD_CURENT'].sum() if 'SOLD_CURENT' in df.columns else 0
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count = len(df)
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top1_pct = (df['SOLD_CURENT'].iloc[0] / total * 100) if total > 0 and len(df) > 0 else 0
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return (f"CREANTE CLIENTI: Total de incasat = {total:,.0f} RON de la {count} clienti. "
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f"Top 1 client = {top1_pct:.1f}% din total. "
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f"Verificati vechimea creantelor si urgentati incasarile peste 30 zile.")
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def generate_solduri_furnizori_explanation(df):
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"""Generate dynamic explanation for supplier balances with actual totals."""
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if df is None or df.empty:
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return "Nu exista datorii catre furnizori."
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total = df['SOLD_CURENT'].sum() if 'SOLD_CURENT' in df.columns else 0
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count = len(df)
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return (f"DATORII FURNIZORI: Total de platit = {total:,.0f} RON catre {count} furnizori. "
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f"Verificati scadentele si prioritizati platile pentru a evita penalizari.")
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class PerformanceLogger:
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class PerformanceLogger:
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"""Tracks execution time for each operation to identify bottlenecks."""
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"""Tracks execution time for each operation to identify bottlenecks."""
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@@ -138,11 +288,16 @@ class OracleConnection:
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def __enter__(self):
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def __enter__(self):
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try:
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try:
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print(f"🔌 Conectare la Oracle: {get_dsn()}...")
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print(f"🔌 Conectare la Oracle: {get_dsn()}...")
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# Add TCP keepalive and timeout settings to prevent connection drops
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self.connection = oracledb.connect(
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self.connection = oracledb.connect(
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user=ORACLE_CONFIG['user'],
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user=ORACLE_CONFIG['user'],
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password=ORACLE_CONFIG['password'],
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password=ORACLE_CONFIG['password'],
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dsn=get_dsn()
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dsn=get_dsn(),
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tcp_connect_timeout=30,
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expire_time=5 # Send TCP keepalive every 5 minutes
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)
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)
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# Set call timeout to 10 minutes for slow queries
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self.connection.call_timeout = 600000 # milliseconds
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print("✓ Conectat cu succes!")
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print("✓ Conectat cu succes!")
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return self.connection
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return self.connection
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except oracledb.Error as e:
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except oracledb.Error as e:
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@@ -634,7 +789,7 @@ def generate_reports(args):
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# =========================================================================
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# =========================================================================
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# --- Sheet 0: DASHBOARD COMPLET (toate secțiunile într-o singură vedere) ---
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# --- Sheet 0: DASHBOARD COMPLET (toate secțiunile într-o singură vedere) ---
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perf.start("EXCEL: Dashboard Complet sheet (9 sections)")
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perf.start("EXCEL: Dashboard Complet sheet (12 sections)")
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excel_gen.add_consolidated_sheet(
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excel_gen.add_consolidated_sheet(
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name='Dashboard Complet',
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name='Dashboard Complet',
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sheet_title='Dashboard Executiv - Vedere Completă',
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sheet_title='Dashboard Executiv - Vedere Completă',
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@@ -644,50 +799,80 @@ def generate_reports(args):
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{
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{
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'title': 'KPIs cu Comparație YoY',
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'title': 'KPIs cu Comparație YoY',
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'df': results.get('kpi_consolidated', pd.DataFrame()),
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'df': results.get('kpi_consolidated', pd.DataFrame()),
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'description': 'Indicatori cheie de performanță - curent vs anterior'
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'description': 'Indicatori cheie de performanță - curent vs anterior',
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'explanation': PDF_EXPLANATIONS['kpis']
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},
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},
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{
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{
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'title': 'Recomandări Prioritare',
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'title': 'Recomandări Prioritare',
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'df': results.get('recomandari', pd.DataFrame()).head(10),
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'df': results.get('recomandari', pd.DataFrame()).head(10),
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'description': 'Top 10 acțiuni sugerate bazate pe analiză'
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'description': 'Top 10 acțiuni sugerate bazate pe analiză',
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'explanation': PDF_EXPLANATIONS['recomandari']
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},
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},
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# Venituri
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# Venituri
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{
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{
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'title': 'Venituri per Linie Business',
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'title': 'Venituri per Linie Business',
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'df': results.get('venituri_consolidated', pd.DataFrame()),
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'df': results.get('venituri_consolidated', pd.DataFrame()),
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'description': 'Producție proprie, Materii prime, Marfă revândută'
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'description': 'Producție proprie, Materii prime, Marfă revândută',
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'explanation': PDF_EXPLANATIONS['venituri']
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},
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},
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# Clienți și Risc
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# Clienți și Risc
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{
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{
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'title': 'Portofoliu Clienți',
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'title': 'Portofoliu Clienți',
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'df': results.get('portofoliu_clienti', pd.DataFrame()),
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'df': results.get('portofoliu_clienti', pd.DataFrame()),
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'description': 'Structura și segmentarea clienților'
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'description': 'Structura și segmentarea clienților',
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'explanation': PDF_EXPLANATIONS['portofoliu_clienti']
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},
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},
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{
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{
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'title': 'Concentrare Risc YoY',
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'title': 'Concentrare Risc YoY',
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'df': results.get('risc_consolidated', pd.DataFrame()),
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'df': results.get('risc_consolidated', pd.DataFrame()),
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'description': 'Dependența de clienții mari - curent vs anterior'
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'description': 'Dependența de clienții mari - curent vs anterior',
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'explanation': PDF_EXPLANATIONS['risc_concentrare']
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},
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},
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# Tablou Financiar
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# Tablou Financiar - with DYNAMIC explanations
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{
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{
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'title': 'Indicatori Generali',
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'title': 'Indicatori Generali',
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'df': results.get('indicatori_generali', pd.DataFrame()),
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'df': results.get('indicatori_generali', pd.DataFrame()),
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'description': 'Sold clienți, furnizori, cifra afaceri'
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'description': 'Ratii financiare: indatorare, autonomie, datorii, rentabilitate',
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'explanation': generate_indicatori_generali_explanation(results.get('indicatori_generali'))
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},
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},
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{
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{
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'title': 'Indicatori Lichiditate',
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'title': 'Indicatori Lichiditate',
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'df': results.get('indicatori_lichiditate', pd.DataFrame()),
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'df': results.get('indicatori_lichiditate', pd.DataFrame()),
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'description': 'Zile rotație stoc, creanțe, datorii'
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'description': 'Capacitatea de plata pe termen scurt',
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'explanation': generate_indicatori_lichiditate_explanation(results.get('indicatori_lichiditate'))
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},
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# NEW: Ciclu Conversie Cash (was missing from Dashboard)
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{
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'title': 'Ciclu Conversie Cash',
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'df': results.get('ciclu_conversie_cash', pd.DataFrame()),
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'description': 'DIO (zile stoc) + DSO (zile incasare) - DPO (zile plata) = CCC',
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'explanation': generate_ciclu_cash_explanation(results.get('ciclu_conversie_cash'))
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},
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# NEW: Solduri Clienti (Top 10 - was missing from Dashboard)
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{
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'title': 'Solduri Clienti (Top 10)',
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'df': results.get('solduri_clienti', pd.DataFrame()).head(10) if results.get('solduri_clienti') is not None and not results.get('solduri_clienti', pd.DataFrame()).empty else pd.DataFrame(),
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'description': 'Creante de incasat din cont 4111',
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'explanation': generate_solduri_clienti_explanation(results.get('solduri_clienti'))
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},
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# NEW: Solduri Furnizori (Top 10 - was missing from Dashboard)
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{
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'title': 'Solduri Furnizori (Top 10)',
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||||||
|
'df': results.get('solduri_furnizori', pd.DataFrame()).head(10) if results.get('solduri_furnizori') is not None and not results.get('solduri_furnizori', pd.DataFrame()).empty else pd.DataFrame(),
|
||||||
|
'description': 'Datorii de platit din cont 401',
|
||||||
|
'explanation': generate_solduri_furnizori_explanation(results.get('solduri_furnizori'))
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
'title': 'Clasificare Datorii',
|
'title': 'Clasificare Datorii',
|
||||||
'df': results.get('clasificare_datorii', pd.DataFrame()),
|
'df': results.get('clasificare_datorii', pd.DataFrame()),
|
||||||
'description': 'Datorii pe intervale de întârziere'
|
'description': 'Datorii pe intervale de întârziere',
|
||||||
|
'explanation': PDF_EXPLANATIONS['clasificare_datorii']
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
'title': 'Proiecție Lichiditate',
|
'title': 'Proiecție Lichiditate',
|
||||||
'df': results.get('proiectie_lichiditate', pd.DataFrame()),
|
'df': results.get('proiectie_lichiditate', pd.DataFrame()),
|
||||||
'description': 'Previziune încasări și plăți pe 30 zile'
|
'description': 'Previziune încasări și plăți pe 30 zile',
|
||||||
|
'explanation': PDF_EXPLANATIONS['proiectie_lichiditate']
|
||||||
}
|
}
|
||||||
]
|
]
|
||||||
)
|
)
|
||||||
@@ -745,6 +930,7 @@ def generate_reports(args):
|
|||||||
|
|
||||||
# Pagina 2-3: DASHBOARD COMPLET (toate secțiunile într-o vedere unificată)
|
# Pagina 2-3: DASHBOARD COMPLET (toate secțiunile într-o vedere unificată)
|
||||||
perf.start("PDF: Dashboard Complet page (4 sections)")
|
perf.start("PDF: Dashboard Complet page (4 sections)")
|
||||||
|
pdf_gen.add_explanation(PDF_EXPLANATIONS['kpis'])
|
||||||
pdf_gen.add_consolidated_page(
|
pdf_gen.add_consolidated_page(
|
||||||
'Dashboard Complet',
|
'Dashboard Complet',
|
||||||
sections=[
|
sections=[
|
||||||
@@ -783,6 +969,7 @@ def generate_reports(args):
|
|||||||
|
|
||||||
# Alerte (vânzări sub cost, clienți marjă mică)
|
# Alerte (vânzări sub cost, clienți marjă mică)
|
||||||
perf.start("PDF: Alerts section")
|
perf.start("PDF: Alerts section")
|
||||||
|
pdf_gen.add_explanation(PDF_EXPLANATIONS['alerte_critice'])
|
||||||
pdf_gen.add_alerts_section({
|
pdf_gen.add_alerts_section({
|
||||||
'vanzari_sub_cost': results.get('vanzari_sub_cost', pd.DataFrame()),
|
'vanzari_sub_cost': results.get('vanzari_sub_cost', pd.DataFrame()),
|
||||||
'clienti_marja_mica': results.get('clienti_marja_mica', pd.DataFrame())
|
'clienti_marja_mica': results.get('clienti_marja_mica', pd.DataFrame())
|
||||||
@@ -798,6 +985,7 @@ def generate_reports(args):
|
|||||||
# Grafic: Evoluția Vânzărilor Lunare
|
# Grafic: Evoluția Vânzărilor Lunare
|
||||||
if 'vanzari_lunare' in results and not results['vanzari_lunare'].empty:
|
if 'vanzari_lunare' in results and not results['vanzari_lunare'].empty:
|
||||||
perf.start("PDF: Chart - vanzari_lunare")
|
perf.start("PDF: Chart - vanzari_lunare")
|
||||||
|
pdf_gen.add_explanation(PDF_EXPLANATIONS['evolutie_lunara'])
|
||||||
fig = create_monthly_chart(results['vanzari_lunare'])
|
fig = create_monthly_chart(results['vanzari_lunare'])
|
||||||
pdf_gen.add_chart_image(fig, "Evoluția Vânzărilor și Marjei")
|
pdf_gen.add_chart_image(fig, "Evoluția Vânzărilor și Marjei")
|
||||||
perf.stop()
|
perf.stop()
|
||||||
@@ -805,15 +993,17 @@ def generate_reports(args):
|
|||||||
# Grafic: Concentrare Clienți
|
# Grafic: Concentrare Clienți
|
||||||
if 'concentrare_clienti' in results and not results['concentrare_clienti'].empty:
|
if 'concentrare_clienti' in results and not results['concentrare_clienti'].empty:
|
||||||
perf.start("PDF: Chart - concentrare_clienti")
|
perf.start("PDF: Chart - concentrare_clienti")
|
||||||
|
pdf_gen.add_explanation(PDF_EXPLANATIONS['concentrare_clienti'])
|
||||||
fig = create_client_concentration_chart(results['concentrare_clienti'])
|
fig = create_client_concentration_chart(results['concentrare_clienti'])
|
||||||
pdf_gen.add_chart_image(fig, "Concentrare Clienți")
|
pdf_gen.add_chart_image(fig, "Concentrare Clienți")
|
||||||
perf.stop()
|
perf.stop()
|
||||||
|
|
||||||
pdf_gen.add_page_break()
|
pdf_gen.add_page_break()
|
||||||
|
|
||||||
# Grafic: Ciclu Conversie Cash
|
# Grafic: Ciclu Conversie Cash - with DYNAMIC explanation showing actual values
|
||||||
if 'ciclu_conversie_cash' in results and not results['ciclu_conversie_cash'].empty:
|
if 'ciclu_conversie_cash' in results and not results['ciclu_conversie_cash'].empty:
|
||||||
perf.start("PDF: Chart - ciclu_conversie_cash")
|
perf.start("PDF: Chart - ciclu_conversie_cash")
|
||||||
|
pdf_gen.add_explanation(generate_ciclu_cash_explanation(results.get('ciclu_conversie_cash')))
|
||||||
fig = create_cash_cycle_chart(results['ciclu_conversie_cash'])
|
fig = create_cash_cycle_chart(results['ciclu_conversie_cash'])
|
||||||
pdf_gen.add_chart_image(fig, "Ciclu Conversie Cash (DIO + DSO - DPO)")
|
pdf_gen.add_chart_image(fig, "Ciclu Conversie Cash (DIO + DSO - DPO)")
|
||||||
perf.stop()
|
perf.stop()
|
||||||
@@ -826,6 +1016,7 @@ def generate_reports(args):
|
|||||||
perf.stop()
|
perf.stop()
|
||||||
|
|
||||||
# Tabel: Top clienți
|
# Tabel: Top clienți
|
||||||
|
pdf_gen.add_explanation(PDF_EXPLANATIONS['top_clienti_produse'])
|
||||||
pdf_gen.add_table_section(
|
pdf_gen.add_table_section(
|
||||||
"Top 15 Clienți după Vânzări",
|
"Top 15 Clienți după Vânzări",
|
||||||
results.get('marja_per_client'),
|
results.get('marja_per_client'),
|
||||||
@@ -854,6 +1045,7 @@ def generate_reports(args):
|
|||||||
# Tabel: Aging Creanțe
|
# Tabel: Aging Creanțe
|
||||||
if 'aging_creante' in results and not results['aging_creante'].empty:
|
if 'aging_creante' in results and not results['aging_creante'].empty:
|
||||||
pdf_gen.add_page_break()
|
pdf_gen.add_page_break()
|
||||||
|
pdf_gen.add_explanation(PDF_EXPLANATIONS['aging_creante'])
|
||||||
pdf_gen.add_table_section(
|
pdf_gen.add_table_section(
|
||||||
"Aging Creanțe (Vechime Facturi Neîncasate)",
|
"Aging Creanțe (Vechime Facturi Neîncasate)",
|
||||||
results.get('aging_creante'),
|
results.get('aging_creante'),
|
||||||
@@ -864,6 +1056,7 @@ def generate_reports(args):
|
|||||||
# Tabel: Stoc lent
|
# Tabel: Stoc lent
|
||||||
if 'stoc_lent' in results and not results['stoc_lent'].empty:
|
if 'stoc_lent' in results and not results['stoc_lent'].empty:
|
||||||
pdf_gen.add_page_break()
|
pdf_gen.add_page_break()
|
||||||
|
pdf_gen.add_explanation(PDF_EXPLANATIONS['stoc_lent'])
|
||||||
pdf_gen.add_table_section(
|
pdf_gen.add_table_section(
|
||||||
"Stoc Lent (>90 zile fără mișcare)",
|
"Stoc Lent (>90 zile fără mișcare)",
|
||||||
results.get('stoc_lent'),
|
results.get('stoc_lent'),
|
||||||
|
|||||||
@@ -5,11 +5,45 @@ Generates Excel and PDF reports from query results
|
|||||||
import pandas as pd
|
import pandas as pd
|
||||||
from datetime import datetime
|
from datetime import datetime
|
||||||
from pathlib import Path
|
from pathlib import Path
|
||||||
|
import unicodedata
|
||||||
|
import re
|
||||||
import matplotlib
|
import matplotlib
|
||||||
matplotlib.use('Agg') # Non-interactive backend
|
matplotlib.use('Agg') # Non-interactive backend
|
||||||
import matplotlib.pyplot as plt
|
import matplotlib.pyplot as plt
|
||||||
import matplotlib.ticker as ticker
|
import matplotlib.ticker as ticker
|
||||||
from openpyxl import Workbook
|
from openpyxl import Workbook
|
||||||
|
|
||||||
|
|
||||||
|
# Romanian diacritics mapping for PDF (Helvetica doesn't support them)
|
||||||
|
DIACRITICS_MAP = {
|
||||||
|
'ă': 'a', 'Ă': 'A',
|
||||||
|
'â': 'a', 'Â': 'A',
|
||||||
|
'î': 'i', 'Î': 'I',
|
||||||
|
'ș': 's', 'Ș': 'S',
|
||||||
|
'ş': 's', 'Ş': 'S', # Alternative encoding
|
||||||
|
'ț': 't', 'Ț': 'T',
|
||||||
|
'ţ': 't', 'Ţ': 'T', # Alternative encoding
|
||||||
|
}
|
||||||
|
|
||||||
|
|
||||||
|
def remove_diacritics(text):
|
||||||
|
"""Remove Romanian diacritics from text for PDF compatibility"""
|
||||||
|
if not isinstance(text, str):
|
||||||
|
return text
|
||||||
|
for diacritic, replacement in DIACRITICS_MAP.items():
|
||||||
|
text = text.replace(diacritic, replacement)
|
||||||
|
return text
|
||||||
|
|
||||||
|
|
||||||
|
def sanitize_for_pdf(value, max_length=None):
|
||||||
|
"""Sanitize value for PDF: remove diacritics and optionally truncate"""
|
||||||
|
if value is None:
|
||||||
|
return ''
|
||||||
|
text = str(value)
|
||||||
|
text = remove_diacritics(text)
|
||||||
|
if max_length and len(text) > max_length:
|
||||||
|
text = text[:max_length-3] + '...'
|
||||||
|
return text
|
||||||
from openpyxl.styles import Font, Alignment, PatternFill, Border, Side
|
from openpyxl.styles import Font, Alignment, PatternFill, Border, Side
|
||||||
from openpyxl.utils.dataframe import dataframe_to_rows
|
from openpyxl.utils.dataframe import dataframe_to_rows
|
||||||
from openpyxl.chart import BarChart, LineChart, PieChart, Reference
|
from openpyxl.chart import BarChart, LineChart, PieChart, Reference
|
||||||
@@ -47,6 +81,14 @@ class ExcelReportGenerator:
|
|||||||
top=Side(style='thin'),
|
top=Side(style='thin'),
|
||||||
bottom=Side(style='thin')
|
bottom=Side(style='thin')
|
||||||
)
|
)
|
||||||
|
# Style for manager-friendly explanations
|
||||||
|
self.explanation_fill = PatternFill(start_color='F8F9FA', end_color='F8F9FA', fill_type='solid')
|
||||||
|
self.explanation_border = Border(
|
||||||
|
left=Side(style='thin', color='DEE2E6'),
|
||||||
|
right=Side(style='thin', color='DEE2E6'),
|
||||||
|
top=Side(style='thin', color='DEE2E6'),
|
||||||
|
bottom=Side(style='thin', color='DEE2E6')
|
||||||
|
)
|
||||||
|
|
||||||
def add_sheet(self, name: str, df: pd.DataFrame, title: str = None, description: str = None, legend: dict = None):
|
def add_sheet(self, name: str, df: pd.DataFrame, title: str = None, description: str = None, legend: dict = None):
|
||||||
"""Add a formatted sheet to the workbook with optional legend"""
|
"""Add a formatted sheet to the workbook with optional legend"""
|
||||||
@@ -87,7 +129,7 @@ class ExcelReportGenerator:
|
|||||||
start_row += 1
|
start_row += 1
|
||||||
|
|
||||||
if df is None or df.empty:
|
if df is None or df.empty:
|
||||||
ws.cell(row=start_row, column=1, value="Nu există date pentru această analiză.")
|
ws.cell(row=start_row, column=1, value="Nu exista date pentru această analiză.")
|
||||||
return
|
return
|
||||||
|
|
||||||
# Write headers
|
# Write headers
|
||||||
@@ -304,6 +346,7 @@ class ExcelReportGenerator:
|
|||||||
section_title = section.get('title', '')
|
section_title = section.get('title', '')
|
||||||
df = section.get('df')
|
df = section.get('df')
|
||||||
description = section.get('description', '')
|
description = section.get('description', '')
|
||||||
|
explanation = section.get('explanation', '')
|
||||||
legend = section.get('legend', {})
|
legend = section.get('legend', {})
|
||||||
|
|
||||||
# Section separator
|
# Section separator
|
||||||
@@ -315,7 +358,23 @@ class ExcelReportGenerator:
|
|||||||
cell.font = Font(bold=True, color='FFFFFF', size=11)
|
cell.font = Font(bold=True, color='FFFFFF', size=11)
|
||||||
start_row += 1
|
start_row += 1
|
||||||
|
|
||||||
# Section description
|
# Manager-friendly explanation box (if provided)
|
||||||
|
if explanation:
|
||||||
|
# Merge cells for explanation box (columns 1-8)
|
||||||
|
ws.merge_cells(start_row=start_row, start_column=1, end_row=start_row, end_column=8)
|
||||||
|
cell = ws.cell(row=start_row, column=1, value=f"💡 {explanation}")
|
||||||
|
cell.fill = self.explanation_fill
|
||||||
|
cell.border = self.explanation_border
|
||||||
|
cell.font = Font(size=9, color='555555')
|
||||||
|
cell.alignment = Alignment(wrap_text=True, vertical='center')
|
||||||
|
ws.row_dimensions[start_row].height = 40 # Taller row for wrapped text
|
||||||
|
# Apply border to merged cells
|
||||||
|
for col in range(1, 9):
|
||||||
|
ws.cell(row=start_row, column=col).fill = self.explanation_fill
|
||||||
|
ws.cell(row=start_row, column=col).border = self.explanation_border
|
||||||
|
start_row += 1
|
||||||
|
|
||||||
|
# Section description (technical)
|
||||||
if description:
|
if description:
|
||||||
ws.cell(row=start_row, column=1, value=description)
|
ws.cell(row=start_row, column=1, value=description)
|
||||||
ws.cell(row=start_row, column=1).font = Font(italic=True, size=9, color='666666')
|
ws.cell(row=start_row, column=1).font = Font(italic=True, size=9, color='666666')
|
||||||
@@ -325,7 +384,7 @@ class ExcelReportGenerator:
|
|||||||
|
|
||||||
# Check for empty data
|
# Check for empty data
|
||||||
if df is None or df.empty:
|
if df is None or df.empty:
|
||||||
ws.cell(row=start_row, column=1, value="Nu există date pentru această secțiune.")
|
ws.cell(row=start_row, column=1, value="Nu exista date pentru această secțiune.")
|
||||||
ws.cell(row=start_row, column=1).font = Font(italic=True, color='999999')
|
ws.cell(row=start_row, column=1).font = Font(italic=True, color='999999')
|
||||||
start_row += 3
|
start_row += 3
|
||||||
continue
|
continue
|
||||||
@@ -457,6 +516,53 @@ class PDFReportGenerator:
|
|||||||
fontSize=8,
|
fontSize=8,
|
||||||
textColor=colors.gray
|
textColor=colors.gray
|
||||||
))
|
))
|
||||||
|
# Table cell styles with word wrapping
|
||||||
|
self.styles.add(ParagraphStyle(
|
||||||
|
name='TableCell',
|
||||||
|
parent=self.styles['Normal'],
|
||||||
|
fontSize=7,
|
||||||
|
leading=9,
|
||||||
|
wordWrap='CJK',
|
||||||
|
))
|
||||||
|
self.styles.add(ParagraphStyle(
|
||||||
|
name='TableCellBold',
|
||||||
|
parent=self.styles['Normal'],
|
||||||
|
fontSize=7,
|
||||||
|
leading=9,
|
||||||
|
fontName='Helvetica-Bold',
|
||||||
|
))
|
||||||
|
# Explanation style for manager-friendly text boxes
|
||||||
|
self.styles.add(ParagraphStyle(
|
||||||
|
name='Explanation',
|
||||||
|
parent=self.styles['Normal'],
|
||||||
|
fontSize=9,
|
||||||
|
textColor=colors.HexColor('#555555'),
|
||||||
|
backColor=colors.HexColor('#F8F9FA'),
|
||||||
|
borderPadding=8,
|
||||||
|
spaceBefore=5,
|
||||||
|
spaceAfter=10,
|
||||||
|
))
|
||||||
|
|
||||||
|
def make_cell_paragraph(self, text, bold=False):
|
||||||
|
"""Create a Paragraph for table cell with word wrapping"""
|
||||||
|
style = self.styles['TableCellBold'] if bold else self.styles['TableCell']
|
||||||
|
return Paragraph(sanitize_for_pdf(text), style)
|
||||||
|
|
||||||
|
def add_explanation(self, text: str):
|
||||||
|
"""Add a manager-friendly explanation box before a section"""
|
||||||
|
# Create a table with background color to simulate a box
|
||||||
|
explanation_para = Paragraph(sanitize_for_pdf(text), self.styles['Explanation'])
|
||||||
|
box_table = Table([[explanation_para]], colWidths=[16*cm])
|
||||||
|
box_table.setStyle(TableStyle([
|
||||||
|
('BACKGROUND', (0, 0), (-1, -1), colors.HexColor('#F8F9FA')),
|
||||||
|
('BOX', (0, 0), (-1, -1), 0.5, colors.HexColor('#DEE2E6')),
|
||||||
|
('TOPPADDING', (0, 0), (-1, -1), 8),
|
||||||
|
('BOTTOMPADDING', (0, 0), (-1, -1), 8),
|
||||||
|
('LEFTPADDING', (0, 0), (-1, -1), 10),
|
||||||
|
('RIGHTPADDING', (0, 0), (-1, -1), 10),
|
||||||
|
]))
|
||||||
|
self.elements.append(box_table)
|
||||||
|
self.elements.append(Spacer(1, 0.3*cm))
|
||||||
|
|
||||||
def add_title_page(self, report_date: datetime = None):
|
def add_title_page(self, report_date: datetime = None):
|
||||||
"""Add title page"""
|
"""Add title page"""
|
||||||
@@ -464,29 +570,38 @@ class PDFReportGenerator:
|
|||||||
report_date = datetime.now()
|
report_date = datetime.now()
|
||||||
|
|
||||||
self.elements.append(Spacer(1, 3*cm))
|
self.elements.append(Spacer(1, 3*cm))
|
||||||
self.elements.append(Paragraph(self.company_name, self.styles['CustomTitle']))
|
self.elements.append(Paragraph(remove_diacritics(self.company_name), self.styles['CustomTitle']))
|
||||||
self.elements.append(Spacer(1, 1*cm))
|
self.elements.append(Spacer(1, 1*cm))
|
||||||
self.elements.append(Paragraph(
|
self.elements.append(Paragraph(
|
||||||
f"Raport generat: {report_date.strftime('%d %B %Y, %H:%M')}",
|
f"Raport generat: {report_date.strftime('%d %B %Y, %H:%M')}",
|
||||||
self.styles['Normal']
|
self.styles['Normal']
|
||||||
))
|
))
|
||||||
self.elements.append(Paragraph(
|
self.elements.append(Paragraph(
|
||||||
"Perioada analizată: Ultimele 12 luni",
|
"Perioada analizata: Ultimele 12 luni",
|
||||||
self.styles['Normal']
|
self.styles['Normal']
|
||||||
))
|
))
|
||||||
self.elements.append(PageBreak())
|
self.elements.append(PageBreak())
|
||||||
|
|
||||||
def add_kpi_section(self, kpi_df: pd.DataFrame):
|
def add_kpi_section(self, kpi_df: pd.DataFrame):
|
||||||
"""Add KPI summary section"""
|
"""Add KPI summary section"""
|
||||||
self.elements.append(Paragraph("📊 Sumar Executiv - KPIs", self.styles['SectionHeader']))
|
self.elements.append(Paragraph("Sumar Executiv - KPIs", self.styles['SectionHeader']))
|
||||||
|
|
||||||
if kpi_df is not None and not kpi_df.empty:
|
if kpi_df is not None and not kpi_df.empty:
|
||||||
data = [['Indicator', 'Valoare', 'UM']]
|
# Header row with bold style
|
||||||
|
header_style = ParagraphStyle(
|
||||||
|
'TableHeaderCell', parent=self.styles['Normal'],
|
||||||
|
fontSize=9, fontName='Helvetica-Bold', textColor=colors.white
|
||||||
|
)
|
||||||
|
data = [[
|
||||||
|
Paragraph('Indicator', header_style),
|
||||||
|
Paragraph('Valoare', header_style),
|
||||||
|
Paragraph('UM', header_style)
|
||||||
|
]]
|
||||||
for _, row in kpi_df.iterrows():
|
for _, row in kpi_df.iterrows():
|
||||||
data.append([
|
data.append([
|
||||||
str(row.get('INDICATOR', '')),
|
self.make_cell_paragraph(row.get('INDICATOR', '')),
|
||||||
str(row.get('VALOARE', '')),
|
self.make_cell_paragraph(row.get('VALOARE', '')),
|
||||||
str(row.get('UM', ''))
|
self.make_cell_paragraph(row.get('UM', ''))
|
||||||
])
|
])
|
||||||
|
|
||||||
table = Table(data, colWidths=[8*cm, 4*cm, 2*cm])
|
table = Table(data, colWidths=[8*cm, 4*cm, 2*cm])
|
||||||
@@ -495,9 +610,10 @@ class PDFReportGenerator:
|
|||||||
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
||||||
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
|
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
|
||||||
('ALIGN', (1, 1), (1, -1), 'RIGHT'),
|
('ALIGN', (1, 1), (1, -1), 'RIGHT'),
|
||||||
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
|
('VALIGN', (0, 0), (-1, -1), 'TOP'),
|
||||||
('FONTSIZE', (0, 0), (-1, 0), 10),
|
|
||||||
('BOTTOMPADDING', (0, 0), (-1, 0), 12),
|
('BOTTOMPADDING', (0, 0), (-1, 0), 12),
|
||||||
|
('TOPPADDING', (0, 1), (-1, -1), 4),
|
||||||
|
('BOTTOMPADDING', (0, 1), (-1, -1), 4),
|
||||||
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
||||||
('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f0f0f0')])
|
('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f0f0f0')])
|
||||||
]))
|
]))
|
||||||
@@ -507,16 +623,16 @@ class PDFReportGenerator:
|
|||||||
|
|
||||||
def add_alerts_section(self, alerts_data: dict):
|
def add_alerts_section(self, alerts_data: dict):
|
||||||
"""Add critical alerts section"""
|
"""Add critical alerts section"""
|
||||||
self.elements.append(Paragraph("🚨 Alerte Critice", self.styles['SectionHeader']))
|
self.elements.append(Paragraph("Alerte Critice", self.styles['SectionHeader']))
|
||||||
|
|
||||||
# Vânzări sub cost
|
# Vanzari sub cost
|
||||||
if 'vanzari_sub_cost' in alerts_data and not alerts_data['vanzari_sub_cost'].empty:
|
if 'vanzari_sub_cost' in alerts_data and not alerts_data['vanzari_sub_cost'].empty:
|
||||||
df = alerts_data['vanzari_sub_cost']
|
df = alerts_data['vanzari_sub_cost']
|
||||||
count = len(df)
|
count = len(df)
|
||||||
total_loss = df['PIERDERE'].sum() if 'PIERDERE' in df.columns else 0
|
total_loss = df['PIERDERE'].sum() if 'PIERDERE' in df.columns else 0
|
||||||
|
|
||||||
self.elements.append(Paragraph(
|
self.elements.append(Paragraph(
|
||||||
f"⛔ VÂNZĂRI SUB COST: {count} tranzacții cu pierdere totală de {abs(total_loss):,.2f} RON",
|
f"VANZARI SUB COST: {count} tranzactii cu pierdere totala de {abs(total_loss):,.2f} RON",
|
||||||
self.styles['AlertHeader']
|
self.styles['AlertHeader']
|
||||||
))
|
))
|
||||||
|
|
||||||
@@ -526,24 +642,30 @@ class PDFReportGenerator:
|
|||||||
cols_to_show = ['FACTURA', 'CLIENT', 'PRODUS', 'PIERDERE']
|
cols_to_show = ['FACTURA', 'CLIENT', 'PRODUS', 'PIERDERE']
|
||||||
cols_to_show = [c for c in cols_to_show if c in top5.columns]
|
cols_to_show = [c for c in cols_to_show if c in top5.columns]
|
||||||
if cols_to_show:
|
if cols_to_show:
|
||||||
data = [cols_to_show] + top5[cols_to_show].values.tolist()
|
# Header with Paragraph
|
||||||
|
data = [[self.make_cell_paragraph(c, bold=True) for c in cols_to_show]]
|
||||||
|
for _, row in top5.iterrows():
|
||||||
|
row_data = [self.make_cell_paragraph(row.get(c, '')) for c in cols_to_show]
|
||||||
|
data.append(row_data)
|
||||||
table = Table(data, colWidths=[3*cm, 4*cm, 5*cm, 2*cm])
|
table = Table(data, colWidths=[3*cm, 4*cm, 5*cm, 2*cm])
|
||||||
table.setStyle(TableStyle([
|
table.setStyle(TableStyle([
|
||||||
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#c0392b')),
|
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#c0392b')),
|
||||||
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
||||||
('FONTSIZE', (0, 0), (-1, -1), 8),
|
('VALIGN', (0, 0), (-1, -1), 'TOP'),
|
||||||
|
('TOPPADDING', (0, 0), (-1, -1), 4),
|
||||||
|
('BOTTOMPADDING', (0, 0), (-1, -1), 4),
|
||||||
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
||||||
]))
|
]))
|
||||||
self.elements.append(table)
|
self.elements.append(table)
|
||||||
|
|
||||||
# Clienți cu marjă mică
|
# Clienti cu marja mica
|
||||||
if 'clienti_marja_mica' in alerts_data and not alerts_data['clienti_marja_mica'].empty:
|
if 'clienti_marja_mica' in alerts_data and not alerts_data['clienti_marja_mica'].empty:
|
||||||
df = alerts_data['clienti_marja_mica']
|
df = alerts_data['clienti_marja_mica']
|
||||||
count = len(df)
|
count = len(df)
|
||||||
|
|
||||||
self.elements.append(Spacer(1, 0.3*cm))
|
self.elements.append(Spacer(1, 0.3*cm))
|
||||||
self.elements.append(Paragraph(
|
self.elements.append(Paragraph(
|
||||||
f"⚠️ CLIENȚI CU MARJĂ MICĂ (<15%): {count} clienți necesită renegociere",
|
f"CLIENTI CU MARJA MICA (<15%): {count} clienti necesita renegociere",
|
||||||
self.styles['AlertHeader']
|
self.styles['AlertHeader']
|
||||||
))
|
))
|
||||||
|
|
||||||
@@ -552,18 +674,21 @@ class PDFReportGenerator:
|
|||||||
cols_to_show = ['CLIENT', 'VANZARI_FARA_TVA', 'PROCENT_MARJA']
|
cols_to_show = ['CLIENT', 'VANZARI_FARA_TVA', 'PROCENT_MARJA']
|
||||||
cols_to_show = [c for c in cols_to_show if c in top5.columns]
|
cols_to_show = [c for c in cols_to_show if c in top5.columns]
|
||||||
if cols_to_show:
|
if cols_to_show:
|
||||||
data = [cols_to_show]
|
# Header with Paragraph
|
||||||
|
data = [[self.make_cell_paragraph(c, bold=True) for c in cols_to_show]]
|
||||||
for _, row in top5.iterrows():
|
for _, row in top5.iterrows():
|
||||||
data.append([
|
data.append([
|
||||||
str(row.get('CLIENT', ''))[:30],
|
self.make_cell_paragraph(row.get('CLIENT', '')),
|
||||||
f"{row.get('VANZARI_FARA_TVA', 0):,.0f}",
|
self.make_cell_paragraph(f"{row.get('VANZARI_FARA_TVA', 0):,.0f}"),
|
||||||
f"{row.get('PROCENT_MARJA', 0):.1f}%"
|
self.make_cell_paragraph(f"{row.get('PROCENT_MARJA', 0):.1f}%")
|
||||||
])
|
])
|
||||||
table = Table(data, colWidths=[6*cm, 3*cm, 2*cm])
|
table = Table(data, colWidths=[6*cm, 3*cm, 2*cm])
|
||||||
table.setStyle(TableStyle([
|
table.setStyle(TableStyle([
|
||||||
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#e67e22')),
|
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#e67e22')),
|
||||||
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
||||||
('FONTSIZE', (0, 0), (-1, -1), 8),
|
('VALIGN', (0, 0), (-1, -1), 'TOP'),
|
||||||
|
('TOPPADDING', (0, 0), (-1, -1), 4),
|
||||||
|
('BOTTOMPADDING', (0, 0), (-1, -1), 4),
|
||||||
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
||||||
]))
|
]))
|
||||||
self.elements.append(table)
|
self.elements.append(table)
|
||||||
@@ -572,11 +697,11 @@ class PDFReportGenerator:
|
|||||||
|
|
||||||
def add_chart_image(self, fig, title: str):
|
def add_chart_image(self, fig, title: str):
|
||||||
"""Add a matplotlib figure as image"""
|
"""Add a matplotlib figure as image"""
|
||||||
self.elements.append(Paragraph(title, self.styles['SectionHeader']))
|
self.elements.append(Paragraph(remove_diacritics(title), self.styles['SectionHeader']))
|
||||||
|
|
||||||
# Save figure to buffer
|
# Save figure to buffer
|
||||||
buf = io.BytesIO()
|
buf = io.BytesIO()
|
||||||
fig.savefig(buf, format='png', dpi=150, bbox_inches='tight')
|
fig.savefig(buf, format='png', dpi=200, bbox_inches='tight')
|
||||||
buf.seek(0)
|
buf.seek(0)
|
||||||
|
|
||||||
# Add to PDF
|
# Add to PDF
|
||||||
@@ -587,11 +712,11 @@ class PDFReportGenerator:
|
|||||||
plt.close(fig)
|
plt.close(fig)
|
||||||
|
|
||||||
def add_table_section(self, title: str, df: pd.DataFrame, columns: list = None, max_rows: int = 15):
|
def add_table_section(self, title: str, df: pd.DataFrame, columns: list = None, max_rows: int = 15):
|
||||||
"""Add a data table section"""
|
"""Add a data table section with word-wrapped cells"""
|
||||||
self.elements.append(Paragraph(title, self.styles['SectionHeader']))
|
self.elements.append(Paragraph(remove_diacritics(title), self.styles['SectionHeader']))
|
||||||
|
|
||||||
if df is None or df.empty:
|
if df is None or df.empty:
|
||||||
self.elements.append(Paragraph("Nu există date.", self.styles['Normal']))
|
self.elements.append(Paragraph("Nu exista date.", self.styles['Normal']))
|
||||||
return
|
return
|
||||||
|
|
||||||
# Select columns
|
# Select columns
|
||||||
@@ -603,18 +728,18 @@ class PDFReportGenerator:
|
|||||||
if not cols:
|
if not cols:
|
||||||
return
|
return
|
||||||
|
|
||||||
# Prepare data
|
# Prepare data with Paragraph cells for word wrapping
|
||||||
data = [cols]
|
data = [[self.make_cell_paragraph(c, bold=True) for c in cols]]
|
||||||
for _, row in df.head(max_rows).iterrows():
|
for _, row in df.head(max_rows).iterrows():
|
||||||
row_data = []
|
row_data = []
|
||||||
for col in cols:
|
for col in cols:
|
||||||
val = row.get(col, '')
|
val = row.get(col, '')
|
||||||
if isinstance(val, float):
|
if isinstance(val, float):
|
||||||
row_data.append(f"{val:,.2f}")
|
row_data.append(self.make_cell_paragraph(f"{val:,.2f}"))
|
||||||
elif isinstance(val, int):
|
elif isinstance(val, int):
|
||||||
row_data.append(f"{val:,}")
|
row_data.append(self.make_cell_paragraph(f"{val:,}"))
|
||||||
else:
|
else:
|
||||||
row_data.append(str(val)[:25]) # Truncate long strings
|
row_data.append(self.make_cell_paragraph(val))
|
||||||
data.append(row_data)
|
data.append(row_data)
|
||||||
|
|
||||||
# Calculate column widths
|
# Calculate column widths
|
||||||
@@ -626,9 +751,9 @@ class PDFReportGenerator:
|
|||||||
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#366092')),
|
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#366092')),
|
||||||
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
||||||
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
|
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
|
||||||
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
|
('VALIGN', (0, 0), (-1, -1), 'TOP'),
|
||||||
('FONTSIZE', (0, 0), (-1, -1), 7),
|
('TOPPADDING', (0, 0), (-1, -1), 4),
|
||||||
('BOTTOMPADDING', (0, 0), (-1, 0), 8),
|
('BOTTOMPADDING', (0, 0), (-1, -1), 4),
|
||||||
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
||||||
('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f5f5f5')])
|
('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f5f5f5')])
|
||||||
]))
|
]))
|
||||||
@@ -637,7 +762,7 @@ class PDFReportGenerator:
|
|||||||
|
|
||||||
if len(df) > max_rows:
|
if len(df) > max_rows:
|
||||||
self.elements.append(Paragraph(
|
self.elements.append(Paragraph(
|
||||||
f"... și încă {len(df) - max_rows} înregistrări (vezi Excel pentru lista completă)",
|
f"... si inca {len(df) - max_rows} inregistrari (vezi Excel pentru lista completa)",
|
||||||
self.styles['SmallText']
|
self.styles['SmallText']
|
||||||
))
|
))
|
||||||
|
|
||||||
@@ -649,7 +774,7 @@ class PDFReportGenerator:
|
|||||||
|
|
||||||
def add_consolidated_page(self, page_title: str, sections: list):
|
def add_consolidated_page(self, page_title: str, sections: list):
|
||||||
"""
|
"""
|
||||||
Add a consolidated PDF page with multiple sections.
|
Add a consolidated PDF page with multiple sections and word-wrapped cells.
|
||||||
|
|
||||||
Args:
|
Args:
|
||||||
page_title: Main title for the page
|
page_title: Main title for the page
|
||||||
@@ -660,7 +785,7 @@ class PDFReportGenerator:
|
|||||||
- 'max_rows': Max rows to display (default 15)
|
- 'max_rows': Max rows to display (default 15)
|
||||||
"""
|
"""
|
||||||
# Page title
|
# Page title
|
||||||
self.elements.append(Paragraph(page_title, self.styles['SectionHeader']))
|
self.elements.append(Paragraph(remove_diacritics(page_title), self.styles['SectionHeader']))
|
||||||
self.elements.append(Spacer(1, 0.3*cm))
|
self.elements.append(Spacer(1, 0.3*cm))
|
||||||
|
|
||||||
for section in sections:
|
for section in sections:
|
||||||
@@ -678,10 +803,10 @@ class PDFReportGenerator:
|
|||||||
spaceAfter=5,
|
spaceAfter=5,
|
||||||
textColor=colors.HexColor('#2C3E50')
|
textColor=colors.HexColor('#2C3E50')
|
||||||
)
|
)
|
||||||
self.elements.append(Paragraph(section_title, subsection_style))
|
self.elements.append(Paragraph(remove_diacritics(section_title), subsection_style))
|
||||||
|
|
||||||
if df is None or df.empty:
|
if df is None or df.empty:
|
||||||
self.elements.append(Paragraph("Nu există date.", self.styles['Normal']))
|
self.elements.append(Paragraph("Nu exista date.", self.styles['Normal']))
|
||||||
self.elements.append(Spacer(1, 0.3*cm))
|
self.elements.append(Spacer(1, 0.3*cm))
|
||||||
continue
|
continue
|
||||||
|
|
||||||
@@ -694,18 +819,18 @@ class PDFReportGenerator:
|
|||||||
if not cols:
|
if not cols:
|
||||||
continue
|
continue
|
||||||
|
|
||||||
# Prepare data
|
# Prepare data with Paragraph cells for word wrapping
|
||||||
data = [cols]
|
data = [[self.make_cell_paragraph(c, bold=True) for c in cols]]
|
||||||
for _, row in df.head(max_rows).iterrows():
|
for _, row in df.head(max_rows).iterrows():
|
||||||
row_data = []
|
row_data = []
|
||||||
for col in cols:
|
for col in cols:
|
||||||
val = row.get(col, '')
|
val = row.get(col, '')
|
||||||
if isinstance(val, float):
|
if isinstance(val, float):
|
||||||
row_data.append(f"{val:,.2f}")
|
row_data.append(self.make_cell_paragraph(f"{val:,.2f}"))
|
||||||
elif isinstance(val, int):
|
elif isinstance(val, int):
|
||||||
row_data.append(f"{val:,}")
|
row_data.append(self.make_cell_paragraph(f"{val:,}"))
|
||||||
else:
|
else:
|
||||||
row_data.append(str(val)[:30]) # Truncate long strings
|
row_data.append(self.make_cell_paragraph(val))
|
||||||
data.append(row_data)
|
data.append(row_data)
|
||||||
|
|
||||||
# Calculate column widths
|
# Calculate column widths
|
||||||
@@ -719,9 +844,9 @@ class PDFReportGenerator:
|
|||||||
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#366092')),
|
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#366092')),
|
||||||
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
|
||||||
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
|
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
|
||||||
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
|
('VALIGN', (0, 0), (-1, -1), 'TOP'),
|
||||||
('FONTSIZE', (0, 0), (-1, -1), 7),
|
('TOPPADDING', (0, 0), (-1, -1), 4),
|
||||||
('BOTTOMPADDING', (0, 0), (-1, 0), 6),
|
('BOTTOMPADDING', (0, 0), (-1, -1), 4),
|
||||||
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
('GRID', (0, 0), (-1, -1), 0.5, colors.gray),
|
||||||
('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f5f5f5')])
|
('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f5f5f5')])
|
||||||
]
|
]
|
||||||
@@ -743,7 +868,7 @@ class PDFReportGenerator:
|
|||||||
|
|
||||||
if len(df) > max_rows:
|
if len(df) > max_rows:
|
||||||
self.elements.append(Paragraph(
|
self.elements.append(Paragraph(
|
||||||
f"... și încă {len(df) - max_rows} înregistrări",
|
f"... si inca {len(df) - max_rows} inregistrari",
|
||||||
self.styles['SmallText']
|
self.styles['SmallText']
|
||||||
))
|
))
|
||||||
|
|
||||||
@@ -764,11 +889,11 @@ class PDFReportGenerator:
|
|||||||
df_sorted = df_sorted.sort_values('_order').head(7)
|
df_sorted = df_sorted.sort_values('_order').head(7)
|
||||||
|
|
||||||
for _, row in df_sorted.iterrows():
|
for _, row in df_sorted.iterrows():
|
||||||
status = row.get('STATUS', 'OK')
|
status = sanitize_for_pdf(row.get('STATUS', 'OK'))
|
||||||
indicator = row.get('INDICATOR', '')
|
indicator = sanitize_for_pdf(row.get('INDICATOR', ''))
|
||||||
valoare = row.get('VALOARE', '')
|
valoare = sanitize_for_pdf(row.get('VALOARE', ''))
|
||||||
explicatie = row.get('EXPLICATIE', '')
|
explicatie = sanitize_for_pdf(row.get('EXPLICATIE', ''))
|
||||||
recomandare = row.get('RECOMANDARE', '')
|
recomandare = sanitize_for_pdf(row.get('RECOMANDARE', ''))
|
||||||
|
|
||||||
# Color based on status
|
# Color based on status
|
||||||
if status == 'ALERTA':
|
if status == 'ALERTA':
|
||||||
@@ -819,128 +944,202 @@ class PDFReportGenerator:
|
|||||||
print(f"✓ PDF salvat: {self.output_path}")
|
print(f"✓ PDF salvat: {self.output_path}")
|
||||||
|
|
||||||
|
|
||||||
|
# Modern minimalist chart colors
|
||||||
|
CHART_COLORS = {
|
||||||
|
'primary': '#2C3E50', # Dark blue-gray
|
||||||
|
'secondary': '#7F8C8D', # Gray
|
||||||
|
'accent': '#E74C3C', # Red for alerts/negative
|
||||||
|
'positive': '#27AE60', # Green for positive trends
|
||||||
|
'light': '#ECF0F1', # Light background
|
||||||
|
}
|
||||||
|
|
||||||
|
|
||||||
|
def setup_chart_style():
|
||||||
|
"""Apply modern minimalist styling to charts"""
|
||||||
|
plt.rcParams.update({
|
||||||
|
'font.family': 'sans-serif',
|
||||||
|
'font.size': 10,
|
||||||
|
'axes.titlesize': 12,
|
||||||
|
'axes.titleweight': 'bold',
|
||||||
|
'axes.spines.top': False,
|
||||||
|
'axes.spines.right': False,
|
||||||
|
'axes.grid': True,
|
||||||
|
'grid.alpha': 0.3,
|
||||||
|
'grid.linestyle': '--',
|
||||||
|
'figure.facecolor': 'white',
|
||||||
|
'axes.facecolor': 'white',
|
||||||
|
'axes.edgecolor': '#7F8C8D',
|
||||||
|
'xtick.color': '#7F8C8D',
|
||||||
|
'ytick.color': '#7F8C8D',
|
||||||
|
})
|
||||||
|
|
||||||
|
|
||||||
def create_monthly_chart(df: pd.DataFrame) -> plt.Figure:
|
def create_monthly_chart(df: pd.DataFrame) -> plt.Figure:
|
||||||
"""Create monthly sales and margin chart"""
|
"""Create monthly sales chart - modern minimalist style"""
|
||||||
|
setup_chart_style()
|
||||||
if df is None or df.empty:
|
if df is None or df.empty:
|
||||||
fig, ax = plt.subplots(figsize=(12, 6))
|
fig, ax = plt.subplots(figsize=(12, 5))
|
||||||
ax.text(0.5, 0.5, 'Nu există date', ha='center', va='center')
|
ax.text(0.5, 0.5, 'Nu exista date', ha='center', va='center')
|
||||||
return fig
|
return fig
|
||||||
|
|
||||||
fig, ax1 = plt.subplots(figsize=(12, 6))
|
fig, ax = plt.subplots(figsize=(12, 5))
|
||||||
|
|
||||||
x = range(len(df))
|
x = range(len(df))
|
||||||
|
|
||||||
# Bar chart for sales
|
# Single color bars with clean styling
|
||||||
bars = ax1.bar(x, df['VANZARI_FARA_TVA'], color='#366092', alpha=0.7, label='Vânzări')
|
bars = ax.bar(x, df['VANZARI_FARA_TVA'], color=CHART_COLORS['primary'], alpha=0.85,
|
||||||
ax1.set_xlabel('Luna')
|
edgecolor='white', linewidth=0.5)
|
||||||
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
|
# Add value labels on top of bars
|
||||||
ax2 = ax1.twinx()
|
for bar in bars:
|
||||||
line = ax2.plot(x, df['MARJA_BRUTA'], color='#e74c3c', linewidth=2, marker='o', label='Marja')
|
height = bar.get_height()
|
||||||
ax2.set_ylabel('Marja (RON)', color='#e74c3c')
|
ax.text(bar.get_x() + bar.get_width()/2., height,
|
||||||
ax2.tick_params(axis='y', labelcolor='#e74c3c')
|
f'{height/1000:,.0f}k', ha='center', va='bottom', fontsize=8, color='#555')
|
||||||
|
|
||||||
|
# Clean axis formatting
|
||||||
|
ax.set_xlabel('Luna', fontsize=10, color='#555')
|
||||||
|
ax.set_ylabel('Vanzari (RON)', fontsize=10, color='#555')
|
||||||
|
ax.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
||||||
|
ax.set_xticks(x)
|
||||||
|
ax.set_xticklabels(df['LUNA'], rotation=45, ha='right', fontsize=9)
|
||||||
|
|
||||||
|
# Add subtle trend line if margin data exists
|
||||||
|
if 'MARJA_BRUTA' in df.columns:
|
||||||
|
ax2 = ax.twinx()
|
||||||
|
ax2.plot(x, df['MARJA_BRUTA'], color=CHART_COLORS['accent'], linewidth=2,
|
||||||
|
marker='o', markersize=4, label='Marja Bruta', alpha=0.8)
|
||||||
|
ax2.set_ylabel('Marja (RON)', fontsize=10, color=CHART_COLORS['accent'])
|
||||||
ax2.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
ax2.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
||||||
|
ax2.spines['right'].set_visible(True)
|
||||||
|
ax2.spines['right'].set_color(CHART_COLORS['accent'])
|
||||||
|
ax2.tick_params(axis='y', colors=CHART_COLORS['accent'])
|
||||||
|
|
||||||
# X-axis labels
|
ax.set_title('Evolutia Vanzarilor Lunare', fontsize=12, fontweight='bold', color='#2C3E50')
|
||||||
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()
|
plt.tight_layout()
|
||||||
|
|
||||||
return fig
|
return fig
|
||||||
|
|
||||||
|
|
||||||
def create_client_concentration_chart(df: pd.DataFrame) -> plt.Figure:
|
def create_client_concentration_chart(df: pd.DataFrame) -> plt.Figure:
|
||||||
"""Create client concentration pie chart"""
|
"""Create client concentration chart - horizontal bars (easier to read than pie)"""
|
||||||
|
setup_chart_style()
|
||||||
if df is None or df.empty:
|
if df is None or df.empty:
|
||||||
fig, ax = plt.subplots(figsize=(10, 8))
|
fig, ax = plt.subplots(figsize=(12, 6))
|
||||||
ax.text(0.5, 0.5, 'Nu există date', ha='center', va='center')
|
ax.text(0.5, 0.5, 'Nu exista date', ha='center', va='center')
|
||||||
return fig
|
return fig
|
||||||
|
|
||||||
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(14, 6))
|
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(14, 5))
|
||||||
|
|
||||||
# Pie chart - Top 10 vs Others
|
|
||||||
top10 = df.head(10)
|
top10 = df.head(10)
|
||||||
others_pct = 100 - top10['PROCENT_CUMULAT'].iloc[-1] if len(top10) >= 10 else 0
|
|
||||||
|
|
||||||
sizes = list(top10['PROCENT_DIN_TOTAL'])
|
# Left: Horizontal bar chart showing client share (cleaner than pie)
|
||||||
if others_pct > 0:
|
y_pos = range(len(top10)-1, -1, -1) # Reverse for top-to-bottom
|
||||||
sizes.append(others_pct)
|
colors = [CHART_COLORS['primary'] if pct < 25 else CHART_COLORS['accent']
|
||||||
labels = list(top10['CLIENT'].str[:20]) # Truncate names
|
for pct in top10['PROCENT_DIN_TOTAL']]
|
||||||
if others_pct > 0:
|
|
||||||
labels.append('Alții')
|
|
||||||
|
|
||||||
colors_list = plt.cm.Set3(range(len(sizes)))
|
bars = ax1.barh(y_pos, top10['PROCENT_DIN_TOTAL'], color=colors, alpha=0.85,
|
||||||
|
edgecolor='white', linewidth=0.5)
|
||||||
|
ax1.set_yticks(y_pos)
|
||||||
|
ax1.set_yticklabels([c[:25] for c in top10['CLIENT']], fontsize=9)
|
||||||
|
ax1.set_xlabel('% din Vanzari Totale', fontsize=10)
|
||||||
|
ax1.set_title('Top 10 Clienti - Pondere Vanzari', fontsize=11, fontweight='bold')
|
||||||
|
|
||||||
ax1.pie(sizes, labels=None, colors=colors_list, autopct='%1.1f%%', startangle=90)
|
# Add percentage labels
|
||||||
ax1.set_title('Concentrare Top 10 Clienți')
|
for bar, pct in zip(bars, top10['PROCENT_DIN_TOTAL']):
|
||||||
ax1.legend(labels, loc='center left', bbox_to_anchor=(1, 0.5), fontsize=8)
|
ax1.text(bar.get_width() + 0.5, bar.get_y() + bar.get_height()/2,
|
||||||
|
f'{pct:.1f}%', va='center', fontsize=8, color='#555')
|
||||||
|
|
||||||
# Bar chart - Pareto
|
# Add 25% threshold line
|
||||||
ax2.bar(range(len(top10)), top10['VANZARI'], color='#366092', alpha=0.7)
|
ax1.axvline(x=25, color=CHART_COLORS['accent'], linestyle='--', alpha=0.7,
|
||||||
|
label='Prag risc 25%')
|
||||||
|
ax1.legend(loc='lower right', fontsize=8)
|
||||||
|
|
||||||
|
# Right: Pareto chart with cumulative line
|
||||||
|
x = range(len(top10))
|
||||||
|
ax2.bar(x, top10['VANZARI'], color=CHART_COLORS['primary'], alpha=0.85,
|
||||||
|
edgecolor='white', linewidth=0.5)
|
||||||
|
|
||||||
|
# Cumulative line on secondary axis
|
||||||
ax2_twin = ax2.twinx()
|
ax2_twin = ax2.twinx()
|
||||||
ax2_twin.plot(range(len(top10)), top10['PROCENT_CUMULAT'], 'r-o', linewidth=2)
|
ax2_twin.plot(x, top10['PROCENT_CUMULAT'], color=CHART_COLORS['accent'],
|
||||||
ax2_twin.axhline(y=80, color='green', linestyle='--', alpha=0.5, label='80%')
|
linewidth=2, marker='o', markersize=4)
|
||||||
|
ax2_twin.axhline(y=80, color=CHART_COLORS['positive'], linestyle='--',
|
||||||
|
alpha=0.7, linewidth=1.5, label='Prag 80%')
|
||||||
|
|
||||||
ax2.set_xticks(range(len(top10)))
|
ax2.set_xticks(x)
|
||||||
ax2.set_xticklabels([c[:15] for c in top10['CLIENT']], rotation=45, ha='right', fontsize=8)
|
ax2.set_xticklabels([c[:12] for c in top10['CLIENT']], rotation=45, ha='right', fontsize=8)
|
||||||
ax2.set_ylabel('Vânzări (RON)')
|
ax2.set_ylabel('Vanzari (RON)', fontsize=10)
|
||||||
ax2_twin.set_ylabel('% Cumulat')
|
ax2.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
||||||
ax2.set_title('Analiză Pareto Clienți')
|
ax2_twin.set_ylabel('% Cumulat', fontsize=10, color=CHART_COLORS['accent'])
|
||||||
|
ax2_twin.set_ylim(0, 105)
|
||||||
|
ax2.set_title('Analiza Pareto - Concentrare Clienti', fontsize=11, fontweight='bold')
|
||||||
|
ax2_twin.legend(loc='center right', fontsize=8)
|
||||||
|
|
||||||
plt.tight_layout()
|
plt.tight_layout()
|
||||||
return fig
|
return fig
|
||||||
|
|
||||||
|
|
||||||
def create_production_chart(df: pd.DataFrame) -> plt.Figure:
|
def create_production_chart(df: pd.DataFrame) -> plt.Figure:
|
||||||
"""Create production vs resale comparison chart"""
|
"""Create production vs resale comparison chart - modern minimalist style"""
|
||||||
|
setup_chart_style()
|
||||||
if df is None or df.empty:
|
if df is None or df.empty:
|
||||||
fig, ax = plt.subplots(figsize=(10, 6))
|
fig, ax = plt.subplots(figsize=(10, 5))
|
||||||
ax.text(0.5, 0.5, 'Nu există date', ha='center', va='center')
|
ax.text(0.5, 0.5, 'Nu exista date', ha='center', va='center')
|
||||||
return fig
|
return fig
|
||||||
|
|
||||||
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(12, 5))
|
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(12, 5))
|
||||||
|
|
||||||
# Bar chart - Sales by type
|
|
||||||
x = range(len(df))
|
x = range(len(df))
|
||||||
ax1.bar(x, df['VANZARI_FARA_TVA'], color=['#366092', '#e74c3c', '#2ecc71'][:len(df)])
|
|
||||||
|
# Left: Sales by type (two-color scheme: primary + secondary)
|
||||||
|
bar_colors = [CHART_COLORS['primary'], CHART_COLORS['secondary']][:len(df)]
|
||||||
|
if len(df) > 2:
|
||||||
|
bar_colors = [CHART_COLORS['primary']] * len(df)
|
||||||
|
|
||||||
|
bars = ax1.bar(x, df['VANZARI_FARA_TVA'], color=bar_colors, alpha=0.85,
|
||||||
|
edgecolor='white', linewidth=0.5)
|
||||||
ax1.set_xticks(x)
|
ax1.set_xticks(x)
|
||||||
ax1.set_xticklabels(df['TIP_PRODUS'], rotation=15)
|
ax1.set_xticklabels(df['TIP_PRODUS'], rotation=15, fontsize=9)
|
||||||
ax1.set_ylabel('Vânzări (RON)')
|
ax1.set_ylabel('Vanzari (RON)', fontsize=10)
|
||||||
ax1.set_title('Vânzări per Tip Produs')
|
ax1.set_title('Vanzari per Tip Produs', fontsize=11, fontweight='bold')
|
||||||
ax1.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
ax1.yaxis.set_major_formatter(ticker.FuncFormatter(lambda x, p: f'{x/1000:,.0f}k'))
|
||||||
|
|
||||||
# Bar chart - Margin %
|
# Add value labels
|
||||||
colors = ['#2ecc71' if m > 20 else '#e67e22' if m > 15 else '#e74c3c' for m in df['PROCENT_MARJA']]
|
for bar in bars:
|
||||||
ax2.bar(x, df['PROCENT_MARJA'], color=colors)
|
height = bar.get_height()
|
||||||
|
ax1.text(bar.get_x() + bar.get_width()/2., height,
|
||||||
|
f'{height/1000:,.0f}k', ha='center', va='bottom', fontsize=9, color='#555')
|
||||||
|
|
||||||
|
# Right: Margin % with color-coded status
|
||||||
|
colors = [CHART_COLORS['positive'] if m > 20 else CHART_COLORS['secondary'] if m > 15
|
||||||
|
else CHART_COLORS['accent'] for m in df['PROCENT_MARJA']]
|
||||||
|
bars2 = ax2.bar(x, df['PROCENT_MARJA'], color=colors, alpha=0.85,
|
||||||
|
edgecolor='white', linewidth=0.5)
|
||||||
ax2.set_xticks(x)
|
ax2.set_xticks(x)
|
||||||
ax2.set_xticklabels(df['TIP_PRODUS'], rotation=15)
|
ax2.set_xticklabels(df['TIP_PRODUS'], rotation=15, fontsize=9)
|
||||||
ax2.set_ylabel('Marjă (%)')
|
ax2.set_ylabel('Marja (%)', fontsize=10)
|
||||||
ax2.set_title('Marjă per Tip Produs')
|
ax2.set_title('Marja per Tip Produs', fontsize=11, fontweight='bold')
|
||||||
ax2.axhline(y=15, color='red', linestyle='--', alpha=0.5, label='Prag minim 15%')
|
ax2.axhline(y=15, color=CHART_COLORS['accent'], linestyle='--', alpha=0.7,
|
||||||
ax2.legend()
|
linewidth=1.5, label='Prag minim 15%')
|
||||||
|
ax2.legend(loc='upper right', fontsize=8)
|
||||||
|
|
||||||
|
# Add value labels
|
||||||
|
for bar, val in zip(bars2, df['PROCENT_MARJA']):
|
||||||
|
ax2.text(bar.get_x() + bar.get_width()/2., bar.get_height(),
|
||||||
|
f'{val:.1f}%', ha='center', va='bottom', fontsize=9, color='#555')
|
||||||
|
|
||||||
plt.tight_layout()
|
plt.tight_layout()
|
||||||
return fig
|
return fig
|
||||||
|
|
||||||
|
|
||||||
def create_cash_cycle_chart(df: pd.DataFrame) -> plt.Figure:
|
def create_cash_cycle_chart(df: pd.DataFrame) -> plt.Figure:
|
||||||
"""Create cash conversion cycle visualization"""
|
"""Create cash conversion cycle visualization - modern minimalist style"""
|
||||||
|
setup_chart_style()
|
||||||
if df is None or df.empty:
|
if df is None or df.empty:
|
||||||
fig, ax = plt.subplots(figsize=(10, 6))
|
fig, ax = plt.subplots(figsize=(10, 5))
|
||||||
ax.text(0.5, 0.5, 'Nu exista date', ha='center', va='center')
|
ax.text(0.5, 0.5, 'Nu exista date', ha='center', va='center')
|
||||||
return fig
|
return fig
|
||||||
|
|
||||||
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(14, 6))
|
fig, (ax1, ax2) = plt.subplots(1, 2, figsize=(14, 5))
|
||||||
|
|
||||||
# Extract values
|
# Extract values
|
||||||
indicators = df['INDICATOR'].tolist() if 'INDICATOR' in df.columns else []
|
indicators = df['INDICATOR'].tolist() if 'INDICATOR' in df.columns else []
|
||||||
@@ -951,12 +1150,12 @@ def create_cash_cycle_chart(df: pd.DataFrame) -> plt.Figure:
|
|||||||
ax2.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
|
return fig
|
||||||
|
|
||||||
# Colors for each component
|
# Simplified color scheme
|
||||||
colors_map = {
|
colors_map = {
|
||||||
'DIO': '#3498db', # Blue for inventory
|
'DIO': CHART_COLORS['primary'], # Dark blue for inventory
|
||||||
'DSO': '#e74c3c', # Red for receivables
|
'DSO': CHART_COLORS['secondary'], # Gray for receivables
|
||||||
'DPO': '#2ecc71', # Green for payables
|
'DPO': CHART_COLORS['positive'], # Green for payables (reduces cycle)
|
||||||
'CCC': '#9b59b6' # Purple for total cycle
|
'CCC': CHART_COLORS['accent'] # Red for total cycle result
|
||||||
}
|
}
|
||||||
|
|
||||||
bar_colors = []
|
bar_colors = []
|
||||||
@@ -966,59 +1165,64 @@ def create_cash_cycle_chart(df: pd.DataFrame) -> plt.Figure:
|
|||||||
bar_colors.append(color)
|
bar_colors.append(color)
|
||||||
break
|
break
|
||||||
else:
|
else:
|
||||||
bar_colors.append('#95a5a6')
|
bar_colors.append(CHART_COLORS['secondary'])
|
||||||
|
|
||||||
# Bar chart
|
# Left: Component bars
|
||||||
x = range(len(indicators))
|
x = range(len(indicators))
|
||||||
bars = ax1.bar(x, zile, color=bar_colors, alpha=0.8)
|
bars = ax1.bar(x, zile, color=bar_colors, alpha=0.85, edgecolor='white', linewidth=0.5)
|
||||||
ax1.set_xticks(x)
|
ax1.set_xticks(x)
|
||||||
ax1.set_xticklabels([ind[:20] for ind in indicators], rotation=45, ha='right', fontsize=9)
|
ax1.set_xticklabels([ind[:20] for ind in indicators], rotation=45, ha='right', fontsize=9)
|
||||||
ax1.set_ylabel('Zile')
|
ax1.set_ylabel('Zile', fontsize=10)
|
||||||
ax1.set_title('Ciclu Conversie Cash - Componente')
|
ax1.set_title('Ciclu Conversie Cash - Componente', fontsize=11, fontweight='bold')
|
||||||
|
|
||||||
# Add value labels on bars
|
# Add value labels
|
||||||
for bar, val in zip(bars, zile):
|
for bar, val in zip(bars, zile):
|
||||||
height = bar.get_height()
|
ax1.text(bar.get_x() + bar.get_width()/2., bar.get_height(),
|
||||||
ax1.text(bar.get_x() + bar.get_width()/2., height,
|
f'{int(val)}', ha='center', va='bottom', fontsize=10, fontweight='bold', color='#555')
|
||||||
f'{int(val)}',
|
|
||||||
ha='center', va='bottom', fontsize=10, fontweight='bold')
|
|
||||||
|
|
||||||
# Waterfall-style visualization
|
# Right: Formula visualization
|
||||||
# DIO + DSO - DPO = CCC
|
|
||||||
dio = next((z for i, z in zip(indicators, zile) if 'DIO' in i.upper()), 0)
|
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)
|
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)
|
dpo = next((z for i, z in zip(indicators, zile) if 'DPO' in i.upper()), 0)
|
||||||
ccc = dio + dso - dpo
|
ccc = dio + dso - dpo
|
||||||
|
|
||||||
waterfall_labels = ['DIO\n(Zile Stoc)', 'DSO\n(Zile Incasare)', 'DPO\n(Zile Plata)', 'CCC\n(Ciclu Total)']
|
bars2 = ax2.bar([0, 1, 2], [dio, dso, dpo],
|
||||||
waterfall_values = [dio, dso, -dpo, ccc]
|
color=[CHART_COLORS['primary'], CHART_COLORS['secondary'], CHART_COLORS['positive']],
|
||||||
waterfall_colors = ['#3498db', '#e74c3c', '#2ecc71', '#9b59b6']
|
alpha=0.85, edgecolor='white', linewidth=0.5)
|
||||||
|
|
||||||
# Calculate positions for waterfall
|
# CCC result line with color based on health
|
||||||
cumulative = [0]
|
if ccc > 60:
|
||||||
for i, v in enumerate(waterfall_values[:-1]):
|
ccc_color = CHART_COLORS['accent']
|
||||||
cumulative.append(cumulative[-1] + v)
|
elif ccc > 30:
|
||||||
|
ccc_color = CHART_COLORS['secondary']
|
||||||
|
else:
|
||||||
|
ccc_color = CHART_COLORS['positive']
|
||||||
|
|
||||||
ax2.bar([0, 1, 2], [dio, dso, dpo], color=['#3498db', '#e74c3c', '#2ecc71'], alpha=0.8)
|
ax2.axhline(y=ccc, color=ccc_color, linewidth=3, linestyle='--',
|
||||||
ax2.axhline(y=ccc, color='#9b59b6', linewidth=3, linestyle='--', label=f'CCC = {int(ccc)} zile')
|
label=f'CCC = {int(ccc)} zile')
|
||||||
ax2.set_xticks([0, 1, 2])
|
ax2.set_xticks([0, 1, 2])
|
||||||
ax2.set_xticklabels(['DIO\n(+Stoc)', 'DSO\n(+Incasare)', 'DPO\n(-Plata)'], fontsize=9)
|
ax2.set_xticklabels(['DIO\n(+Stoc)', 'DSO\n(+Incasare)', 'DPO\n(-Plata)'], fontsize=9)
|
||||||
ax2.set_ylabel('Zile')
|
ax2.set_ylabel('Zile', fontsize=10)
|
||||||
ax2.set_title('Formula: DIO + DSO - DPO = CCC')
|
ax2.set_title('Formula: DIO + DSO - DPO = CCC', fontsize=11, fontweight='bold')
|
||||||
ax2.legend(loc='upper right')
|
ax2.legend(loc='upper right', fontsize=9)
|
||||||
|
|
||||||
# Add annotation explaining the result
|
# Add value labels
|
||||||
|
for bar, val in zip(bars2, [dio, dso, dpo]):
|
||||||
|
ax2.text(bar.get_x() + bar.get_width()/2., bar.get_height(),
|
||||||
|
f'{int(val)}', ha='center', va='bottom', fontsize=10, fontweight='bold', color='#555')
|
||||||
|
|
||||||
|
# Status annotation
|
||||||
if ccc > 60:
|
if ccc > 60:
|
||||||
verdict = "Ciclu lung - capital blocat mult timp"
|
verdict = "Ciclu lung - capital blocat mult timp"
|
||||||
verdict_color = '#c0392b'
|
verdict_color = CHART_COLORS['accent']
|
||||||
elif ccc > 30:
|
elif ccc > 30:
|
||||||
verdict = "Ciclu moderat - poate fi optimizat"
|
verdict = "Ciclu moderat - poate fi optimizat"
|
||||||
verdict_color = '#d68910'
|
verdict_color = CHART_COLORS['secondary']
|
||||||
else:
|
else:
|
||||||
verdict = "Ciclu eficient - capital rotit rapid"
|
verdict = "Ciclu eficient - capital rotit rapid"
|
||||||
verdict_color = '#27ae60'
|
verdict_color = CHART_COLORS['positive']
|
||||||
|
|
||||||
ax2.text(0.5, -0.15, verdict, transform=ax2.transAxes,
|
ax2.text(0.5, -0.18, verdict, transform=ax2.transAxes,
|
||||||
ha='center', fontsize=10, color=verdict_color, fontweight='bold')
|
ha='center', fontsize=10, color=verdict_color, fontweight='bold')
|
||||||
|
|
||||||
plt.tight_layout()
|
plt.tight_layout()
|
||||||
|
|||||||
Reference in New Issue
Block a user