06/09 Add Inspector Performance export to excel function

app/routes/reports.py

@@ -577,15 +577,12 @@ def export_issues():
 
 # ── Inspector Performance ─────────────────────────────────────────────────────
 
-@bp.route('/inspector-performance')
+def _build_inspector_stats(start, end):
-@login_required
+    """Return (inspector_stats, team_avg_score) for the given date range.
-@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)
 
-    # ── 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'),
@@ -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
@@ -740,3 +749,258 @@ def inspector_performance():
         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

@@ -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

@@ -20,3 +20,4 @@ gunicorn
 reportlab
 pytz
 pyJWT
+openpyxl