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06/09 Add Inspector Performance export to excel function

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nngo
2026-06-09 11:08:37 -04:00
parent a517f495fe
commit 711ecb8d27
3 changed files with 288 additions and 14 deletions
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app/routes/reports.py
+278 -14
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@@ -577,15 +577,12 @@ def export_issues():
# ── Inspector Performance ─────────────────────────────────────────────────────
@bp.route('/inspector-performance')
@login_required
@supervisor_required
def inspector_performance():
"""KPI & performance dashboard for all inspectors — admin/director only."""
start, end = _date_range()
selected_id = request.args.get('inspector_id', type=int)
def _build_inspector_stats(start, end):
"""Return (inspector_stats, team_avg_score) for the given date range.
# ── Per-inspector aggregate stats ─────────────────────────────────────
inspector_stats is a list of dicts sorted by avg_score desc.
team_avg_score is the mean of all inspectors' avg_score values (or None).
"""
total_rows = db.session.query(
Inspection.inspector_id,
func.count(Inspection.id).label('total'),
@@ -653,11 +650,11 @@ def inspector_performance():
inspector_stats = []
for u in active_inspectors:
t = total_map.get(u.id, {})
c = completed_map.get(u.id, {})
tot = t.get('total', 0)
comp = c.get('completed', 0)
avg = round(float(c['avg_score']), 1) if c.get('avg_score') else None
t = total_map.get(u.id, {})
c = completed_map.get(u.id, {})
tot = t.get('total', 0)
comp = c.get('completed', 0)
avg = round(float(c['avg_score']), 1) if c.get('avg_score') else None
avg_mins = round(float(c['avg_minutes'])) if c.get('avg_minutes') else None
inspector_stats.append({
'id': u.id,
@@ -675,7 +672,6 @@ def inspector_performance():
inspector_stats.sort(key=lambda x: (x['avg_score'] is None, -(x['avg_score'] or 0)))
# Team average score for benchmarking (vs. avg column)
_scores = [s['avg_score'] for s in inspector_stats if s['avg_score'] is not None]
team_avg_score = round(sum(_scores) / len(_scores), 1) if _scores else None
for s in inspector_stats:
@@ -684,6 +680,19 @@ def inspector_performance():
else:
s['vs_avg'] = None
return inspector_stats, team_avg_score
@bp.route('/inspector-performance')
@login_required
@supervisor_required
def inspector_performance():
"""KPI & performance dashboard for all inspectors — admin/director only."""
start, end = _date_range()
selected_id = request.args.get('inspector_id', type=int)
inspector_stats, team_avg_score = _build_inspector_stats(start, end)
# ── Individual drill-down ─────────────────────────────────────────────
selected_inspector = None
selected_kpis = None
@@ -739,4 +748,259 @@ def inspector_performance():
trend_data=trend_data,
recent_inspections=recent_inspections,
selected_id=selected_id,
)
@bp.route('/export/inspector-performance')
@login_required
@supervisor_required
def export_inspector_performance():
"""Download inspector performance summary as an Excel workbook (.xlsx)."""
try:
from openpyxl import Workbook
from openpyxl.styles import Font, PatternFill, Alignment, Border, Side
from openpyxl.utils import get_column_letter
except ImportError:
abort(501)
start, end = _date_range()
selected_id = request.args.get('inspector_id', type=int)
logger.info(
'REPORTS | export_inspector_performance | user=%s | range=%s to %s',
current_user.username,
start.strftime('%Y-%m-%d'),
end.strftime('%Y-%m-%d'),
)
log_action(
ACTION_EXPORT, 'InspectorPerformance', None, 'Excel Export',
f'range={start.strftime("%Y-%m-%d")} to {end.strftime("%Y-%m-%d")}',
)
inspector_stats, team_avg_score = _build_inspector_stats(start, end)
# ── Inspection detail rows ────────────────────────────────────────────
detail_q = db.session.query(
Inspection.id,
Inspection.inspection_date,
Inspection.completed_at,
Inspection.overall_score,
Inspection.status,
Inspection.follow_up_required,
User.full_name.label('inspector_name'),
User.username.label('inspector_username'),
Facility.name.label('facility'),
Area.name.label('area'),
InspectionTemplate.name.label('template'),
).join(User, Inspection.inspector_id == User.id)\
.join(Facility, Inspection.facility_id == Facility.id)\
.outerjoin(Area, Inspection.area_id == Area.id)\
.join(InspectionTemplate, Inspection.template_id == InspectionTemplate.id)\
.filter(
Inspection.inspection_date >= start,
Inspection.inspection_date <= end,
User.role == 'inspector',
)
if selected_id:
detail_q = detail_q.filter(Inspection.inspector_id == selected_id)
detail_rows = detail_q.order_by(User.full_name, Inspection.inspection_date.desc()).all()
# ── Build workbook ────────────────────────────────────────────────────
wb = Workbook()
# ── Shared styles ─────────────────────────────────────────────────────
hdr_font = Font(bold=True, color='FFFFFF', size=11)
hdr_fill = PatternFill('solid', fgColor='1A56DB') # blue
sub_fill = PatternFill('solid', fgColor='E8F0FE') # light blue stripe
good_fill = PatternFill('solid', fgColor='D1FAE5') # green
warn_fill = PatternFill('solid', fgColor='FEF3C7') # yellow
bad_fill = PatternFill('solid', fgColor='FEE2E2') # red
center = Alignment(horizontal='center', vertical='center', wrap_text=False)
left = Alignment(horizontal='left', vertical='center')
thin = Side(style='thin', color='D1D5DB')
cell_border = Border(left=thin, right=thin, top=thin, bottom=thin)
def _apply_header(ws, headers, col_widths):
ws.row_dimensions[1].height = 22
for col_idx, (text, width) in enumerate(zip(headers, col_widths), start=1):
cell = ws.cell(row=1, column=col_idx, value=text)
cell.font = hdr_font
cell.fill = hdr_fill
cell.alignment = center
cell.border = cell_border
ws.column_dimensions[get_column_letter(col_idx)].width = width
def _score_fill(score):
if score is None:
return None
if score >= 90:
return good_fill
if score >= 70:
return warn_fill
return bad_fill
# ── Sheet 1: Performance Summary ──────────────────────────────────────
ws1 = wb.active
ws1.title = 'Performance Summary'
ws1.freeze_panes = 'A2'
period_label = f'{start.strftime("%b %d, %Y")} — {end.strftime("%b %d, %Y")}'
ws1['A1'] = f'Inspector Performance Summary | {period_label}'
ws1.merge_cells('A1:K1')
title_cell = ws1['A1']
title_cell.font = Font(bold=True, size=13, color='1A56DB')
title_cell.alignment = left
ws1.row_dimensions[1].height = 28
summary_headers = [
'Inspector', 'Total\nInspections', 'Completed', 'Completion\nRate (%)',
'Avg Score\n(%)', 'vs. Team\nAvg', 'Avg Time',
'Issues\nFlagged', 'Follow-\nUps', 'Facilities',
'Team Avg\nScore (%)',
]
summary_widths = [24, 13, 12, 15, 13, 13, 11, 13, 10, 12, 14]
hdr_row = 2
ws1.row_dimensions[hdr_row].height = 34
for col_idx, (text, width) in enumerate(zip(summary_headers, summary_widths), start=1):
cell = ws1.cell(row=hdr_row, column=col_idx, value=text)
cell.font = hdr_font
cell.fill = hdr_fill
cell.alignment = Alignment(horizontal='center', vertical='center', wrap_text=True)
cell.border = cell_border
ws1.column_dimensions[get_column_letter(col_idx)].width = width
for row_idx, s in enumerate(inspector_stats, start=3):
stripe = sub_fill if row_idx % 2 == 0 else None
row_data = [
s['display_name'],
s['total'],
s['completed'],
s['completion_rate'],
s['avg_score'],
s['vs_avg'],
s['avg_time'] or '—',
s['issues_flagged'],
s['follow_ups'],
s['facilities'],
team_avg_score,
]
for col_idx, value in enumerate(row_data, start=1):
cell = ws1.cell(row=row_idx, column=col_idx, value=value)
cell.border = cell_border
cell.alignment = center if col_idx > 1 else left
if stripe:
cell.fill = stripe
# Score colour bands
score_cell = ws1.cell(row=row_idx, column=5)
score_fill = _score_fill(s['avg_score'])
if score_fill:
score_cell.fill = score_fill
score_cell.font = Font(bold=True)
# vs. avg colour
vs_cell = ws1.cell(row=row_idx, column=6)
if s['vs_avg'] is not None:
vs_cell.fill = good_fill if s['vs_avg'] >= 0 else bad_fill
vs_cell.font = Font(bold=True)
# Completion rate colour
cr_cell = ws1.cell(row=row_idx, column=4)
rate = s['completion_rate']
cr_cell.fill = (good_fill if rate >= 90 else warn_fill if rate >= 70 else bad_fill)
ws1.row_dimensions[row_idx].height = 18
# Totals row
if inspector_stats:
tot_row = len(inspector_stats) + 3
ws1.row_dimensions[tot_row].height = 20
total_cell = ws1.cell(row=tot_row, column=1, value='TEAM TOTAL / AVG')
total_cell.font = Font(bold=True)
total_cell.border = cell_border
total_cell.alignment = left
total_inspections = sum(s['total'] for s in inspector_stats)
total_completed = sum(s['completed'] for s in inspector_stats)
total_issues = sum(s['issues_flagged'] for s in inspector_stats)
total_followups = sum(s['follow_ups'] for s in inspector_stats)
team_cr = round(total_completed / total_inspections * 100) if total_inspections else 0
for col_idx, value in enumerate([
total_inspections, total_completed, team_cr,
team_avg_score, None, None,
total_issues, total_followups, None, None,
], start=2):
cell = ws1.cell(row=tot_row, column=col_idx, value=value)
cell.font = Font(bold=True)
cell.border = cell_border
cell.alignment = center
cell.fill = PatternFill('solid', fgColor='DBEAFE')
# ── Sheet 2: Inspection Detail ────────────────────────────────────────
ws2 = wb.create_sheet('Inspection Detail')
ws2.freeze_panes = 'A2'
detail_headers = [
'ID', 'Inspector', 'Date', 'Completed At',
'Facility', 'Area', 'Template',
'Score (%)', 'Status', 'Follow-up\nRequired',
'Duration\n(min)',
]
detail_widths = [7, 22, 18, 18, 28, 20, 22, 12, 18, 14, 13]
_apply_header(ws2, detail_headers, detail_widths)
status_map = {
'completed': 'Submitted',
'in_progress': 'In Progress',
'flagged': 'Flagged',
}
for row_idx, r in enumerate(detail_rows, start=2):
duration = None
if r.completed_at and r.inspection_date:
duration = round((r.completed_at - r.inspection_date).total_seconds() / 60)
inspector_label = (r.inspector_name.strip() if r.inspector_name and r.inspector_name.strip()
else r.inspector_username)
row_data = [
r.id,
inspector_label,
r.inspection_date.strftime('%Y-%m-%d %H:%M') if r.inspection_date else '',
r.completed_at.strftime('%Y-%m-%d %H:%M') if r.completed_at else '',
r.facility,
r.area or '',
r.template,
r.overall_score,
status_map.get(r.status, r.status),
'Yes' if r.follow_up_required else 'No',
duration,
]
stripe = sub_fill if row_idx % 2 == 0 else None
for col_idx, value in enumerate(row_data, start=1):
cell = ws2.cell(row=row_idx, column=col_idx, value=value)
cell.border = cell_border
cell.alignment = center if col_idx != 2 else left
if stripe:
cell.fill = stripe
score_cell = ws2.cell(row=row_idx, column=8)
sf = _score_fill(r.overall_score)
if sf:
score_cell.fill = sf
score_cell.font = Font(bold=True)
ws2.row_dimensions[row_idx].height = 16
# ── Serialize & return ────────────────────────────────────────────────
buf = io.BytesIO()
wb.save(buf)
buf.seek(0)
suffix = f'_{selected_id}' if selected_id else ''
filename = (
f'inspector_performance{suffix}_'
f'{start.strftime("%Y%m%d")}_{end.strftime("%Y%m%d")}.xlsx'
)
return Response(
buf.read(),
mimetype='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
headers={'Content-Disposition': f'attachment; filename="{filename}"'},
)
app/templates/reports/inspector_performance.html
+9
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@@ -35,6 +35,15 @@
<h2><i class="bi bi-person-lines-fill"></i> Inspector Performance</h2>
<p class="text-muted mb-0">{{ start.strftime('%b %d, %Y') }} — {{ end.strftime('%b %d, %Y') }}</p>
</div>
<div>
<a href="{{ url_for('reports.export_inspector_performance',
start=start.strftime('%Y-%m-%d'),
end=end.strftime('%Y-%m-%d'),
**({'inspector_id': selected_id} if selected_id else {})) }}"
class="btn btn-sm btn-success">
<i class="bi bi-file-earmark-spreadsheet me-1"></i>Export Excel
</a>
</div>
</div>
{# ── Date filter ── #}
requirements.txt
+1
View File
@@ -20,3 +20,4 @@ gunicorn
reportlab
pytz
pyJWT
openpyxl