March 17 2026: form editor - update functions

app/routes/dashboard.py

@@ -180,6 +180,16 @@ def index():
             for r in perf_rows
         ]
 
+    # ── Facilities list for the trend-by-facility chart selector ────────────
+    if is_privileged or is_project_manager:
+        all_facilities = Facility.query.filter_by(active=True).order_by(Facility.name).all()
+    elif is_customer and customer_facility_ids:
+        all_facilities = Facility.query.filter(
+            Facility.id.in_(customer_facility_ids), Facility.active == True
+        ).order_by(Facility.name).all()
+    else:
+        all_facilities = []
+
     return render_template(
         'dashboard.html',
         today_inspections  = today_inspections,
@@ -197,4 +207,64 @@ def index():
         facility_perf      = facility_perf,
         customer_facilities = customer_facilities,
         pending_followups   = pending_followups,
+        all_facilities      = all_facilities,
     )
+
+
+# ── AJAX: facility score trend ────────────────────────────────────────────────
+
+@bp.route('/facility-trend')
+@login_required
+def facility_trend():
+    """Return daily avg-score data for a single facility over N days.
+
+    Query params:
+        facility_id  (int, required)
+        days         (int, default 30 — allowed: 30, 60, 90)
+
+    Response JSON:
+        { labels: ['2026-03-01', ...], data: [85.2, ...], facility: 'Name' }
+    """
+    from flask import jsonify, request as req
+
+    facility_id = req.args.get('facility_id', type=int)
+    days        = req.args.get('days', 30, type=int)
+    if days not in (30, 60, 90):
+        days = 30
+
+    if not facility_id:
+        return jsonify({'labels': [], 'data': [], 'facility': ''})
+
+    # Scope check for customer users
+    if current_user.role == 'customer':
+        cids = get_customer_scope(current_user) or []
+        if facility_id not in cids:
+            return jsonify({'labels': [], 'data': [], 'facility': ''}), 403
+
+    facility = Facility.query.get(facility_id)
+    if not facility:
+        return jsonify({'labels': [], 'data': [], 'facility': ''})
+
+    start = now_eastern() - timedelta(days=days)
+
+    rows = (
+        db.session.query(
+            func.date(Inspection.inspection_date).label('day'),
+            func.avg(Inspection.overall_score).label('avg'),
+        )
+        .filter(
+            Inspection.facility_id     == facility_id,
+            Inspection.status          == 'completed',
+            Inspection.overall_score.isnot(None),
+            Inspection.inspection_date >= start,
+        )
+        .group_by(func.date(Inspection.inspection_date))
+        .order_by(func.date(Inspection.inspection_date))
+        .all()
+    )
+
+    return jsonify({
+        'labels':   [str(r.day) for r in rows],
+        'data':     [round(float(r.avg), 2) for r in rows],
+        'facility': facility.name,
+    })

app/routes/scheduled_reports.py

@@ -230,6 +230,22 @@ def _send_report(report: ScheduledReport):
         fname     = f'jqc_report_{report.frequency}_{start.strftime("%Y%m%d")}.csv'
         msg.attach(fname, 'text/csv', csv_bytes)
 
+    if report.include_pdf:
+        try:
+            from app.utils.pdf_export import generate_scheduled_report_pdf
+            pdf_bytes = generate_scheduled_report_pdf(
+                report_name   = report.name,
+                frequency     = report.frequency,
+                start         = start,
+                end           = end,
+                facility_name = report.facility.name if report.facility else None,
+                data          = data,
+            )
+            pdf_fname = f'jqc_report_{report.frequency}_{start.strftime("%Y%m%d")}.pdf'
+            msg.attach(pdf_fname, 'application/pdf', pdf_bytes)
+        except Exception as exc:
+            logger.error('SCHEDULED REPORT PDF FAILED | id=%s | error=%s', report.id, exc)
+
     try:
         mail.send(msg)
         logger.info('SCHEDULED REPORT SENT | id=%s | name=%r | recipients=%s',
@@ -340,6 +356,60 @@ def delete(report_id):
     return redirect(url_for('scheduled_reports.index'))
 
 
+@bp.route('/<int:report_id>/preview')
+@login_required
+@supervisor_required
+def preview(report_id):
+    """Render the scheduled report email in-browser for review."""
+    report     = ScheduledReport.query.get_or_404(report_id)
+    start, end = _date_window(report.frequency)
+    data       = _build_report_data(report, start, end)
+    base_url   = current_app.config.get('APP_BASE_URL', '').rstrip('/')
+
+    current_app.logger.info(
+        'SCHEDULED REPORT PREVIEW | id=%s | name=%r | by=%s',
+        report.id, report.name, current_user.username,
+    )
+
+    return render_template('scheduled_reports/email.html',
+                           base_url=base_url, **data)
+
+
+@bp.route('/<int:report_id>/preview-pdf')
+@login_required
+@supervisor_required
+def preview_pdf(report_id):
+    """Generate and stream the PDF attachment for in-browser review."""
+    from flask import Response
+    from app.utils.pdf_export import generate_scheduled_report_pdf
+
+    report     = ScheduledReport.query.get_or_404(report_id)
+    start, end = _date_window(report.frequency)
+    data       = _build_report_data(report, start, end)
+
+    pdf_bytes = generate_scheduled_report_pdf(
+        report_name   = report.name,
+        frequency     = report.frequency,
+        start         = start,
+        end           = end,
+        facility_name = report.facility.name if report.facility else None,
+        data          = data,
+    )
+
+    filename = f'jqc_report_{report.frequency}_{start.strftime("%Y%m%d")}.pdf'
+
+    current_app.logger.info(
+        'SCHEDULED REPORT PDF PREVIEW | id=%s | name=%r | by=%s',
+        report.id, report.name, current_user.username,
+    )
+
+    return Response(
+        pdf_bytes,
+        mimetype='application/pdf',
+        headers={'Content-Disposition': f'inline; filename="{filename}"'},
+    )
+
+
 @bp.route('/<int:report_id>/send-now', methods=['POST'])
 @login_required
 @supervisor_required

app/templates/dashboard.html

@@ -261,6 +261,47 @@
   {% endif %}
 </div>
 
+{# ── Facility Score Trend (30/60/90 days) ─────────────────────────────────── #}
+{% if all_facilities %}
+<div class="row g-3 mb-4">
+  <div class="col-12">
+    <div class="card shadow-sm">
+      <div class="card-header bg-light fw-semibold d-flex align-items-center flex-wrap gap-2">
+        <i class="bi bi-graph-up-arrow me-1"></i>Facility Score Trend
+        <div class="ms-auto d-flex align-items-center gap-2" style="font-weight:normal;">
+          <select id="facTrendFacility" class="form-select form-select-sm" style="width:auto;min-width:180px;">
+            <option value="">— Select Facility —</option>
+            {% for f in all_facilities %}
+            <option value="{{ f.id }}">{{ f.name }}</option>
+            {% endfor %}
+          </select>
+          <div class="btn-group btn-group-sm" role="group">
+            <button type="button" class="btn btn-outline-primary active" data-days="30">30d</button>
+            <button type="button" class="btn btn-outline-primary" data-days="60">60d</button>
+            <button type="button" class="btn btn-outline-primary" data-days="90">90d</button>
+          </div>
+        </div>
+      </div>
+      <div class="card-body">
+        <div id="facTrendEmpty" class="text-center text-muted py-4">
+          <i class="bi bi-building fs-2 d-block mb-2 opacity-25"></i>
+          Select a facility to view its score trend.
+        </div>
+        <div id="facTrendLoading" class="text-center text-muted py-4" style="display:none;">
+          <div class="spinner-border spinner-border-sm text-primary me-2" role="status"></div>
+          Loading trend data…
+        </div>
+        <canvas id="facTrendChart" height="120" style="display:none;"></canvas>
+        <div id="facTrendNoData" class="text-center text-muted py-4" style="display:none;">
+          <i class="bi bi-bar-chart-line fs-2 d-block mb-2 opacity-25"></i>
+          No completed inspections with scores for this facility in the selected period.
+        </div>
+      </div>
+    </div>
+  </div>
+</div>
+{% endif %}
+
 {# ── Recent activity ─────────────────────────────────────────────────────── #}
 <div class="card shadow-sm">
   <div class="card-header bg-light fw-semibold">
@@ -314,8 +355,9 @@
   </div>
 </div>
 
-{% if trend_labels %}
 <script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js"></script>
+
+{% if trend_labels %}
 <script>
 (function () {
   const ctx    = document.getElementById('trendChart').getContext('2d');
@@ -353,4 +395,88 @@
 }());
 </script>
 {% endif %}
+
+{# ── Facility trend chart (AJAX-driven) ── #}
+{% if all_facilities %}
+<script>
+(function () {
+  const TREND_URL = '{{ url_for("dashboard.facility_trend") }}';
+  const select    = document.getElementById('facTrendFacility');
+  const dayBtns   = document.querySelectorAll('[data-days]');
+  const elEmpty   = document.getElementById('facTrendEmpty');
+  const elLoading = document.getElementById('facTrendLoading');
+  const elCanvas  = document.getElementById('facTrendChart');
+  const elNoData  = document.getElementById('facTrendNoData');
+
+  let currentDays = 30;
+  let facChart    = null;
+
+  function showState(state) {
+    elEmpty.style.display   = state === 'empty'   ? '' : 'none';
+    elLoading.style.display = state === 'loading' ? '' : 'none';
+    elCanvas.style.display  = state === 'chart'   ? '' : 'none';
+    elNoData.style.display  = state === 'nodata'  ? '' : 'none';
+  }
+
+  async function loadTrend() {
+    const fid = select.value;
+    if (!fid) { showState('empty'); return; }
+
+    showState('loading');
+    try {
+      const r = await fetch(TREND_URL + '?facility_id=' + fid + '&days=' + currentDays);
+      const d = await r.json();
+
+      if (!d.labels || d.labels.length === 0) { showState('nodata'); return; }
+
+      if (facChart) facChart.destroy();
+
+      showState('chart');
+      facChart = new Chart(elCanvas.getContext('2d'), {
+        type: 'line',
+        data: {
+          labels: d.labels,
+          datasets: [{
+            label: d.facility + ' — Avg Score (%)',
+            data: d.data,
+            borderColor:     '#0d9488',
+            backgroundColor: 'rgba(13,148,136,0.08)',
+            borderWidth: 2,
+            pointRadius: 4,
+            pointBackgroundColor: '#0d9488',
+            tension: 0.3,
+            fill: true,
+          }]
+        },
+        options: {
+          responsive: true,
+          plugins: {
+            legend: { display: true, position: 'top', labels: { font: { size: 12 } } },
+            tooltip: { callbacks: { label: ctx => ' ' + ctx.parsed.y + '%' } }
+          },
+          scales: {
+            y: { min: 0, max: 100, ticks: { callback: v => v + '%' }, grid: { color: 'rgba(0,0,0,.05)' } },
+            x: { grid: { display: false } }
+          }
+        }
+      });
+    } catch (err) {
+      console.error('Facility trend fetch error:', err);
+      showState('nodata');
+    }
+  }
+
+  select.addEventListener('change', loadTrend);
+
+  dayBtns.forEach(function (btn) {
+    btn.addEventListener('click', function () {
+      dayBtns.forEach(function (b) { b.classList.remove('active'); });
+      btn.classList.add('active');
+      currentDays = parseInt(btn.dataset.days);
+      loadTrend();
+    });
+  });
+}());
+</script>
+{% endif %}
 {% endblock %}

app/templates/scheduled_reports/index.html

@@ -1,87 +1,482 @@
 {% extends "base.html" %}
-{% block title %}Scheduled Reports{% endblock %}
+{% block title %}Dashboard{% endblock %}
+
 {% block content %}
-<div class="d-flex justify-content-between align-items-center mb-4">
-  <h2><i class="bi bi-calendar-check"></i> Scheduled Reports</h2>
-  <a href="{{ url_for('scheduled_reports.create') }}" class="btn btn-primary">
-    <i class="bi bi-plus-circle"></i> New Schedule
-  </a>
+<div class="row mb-3 align-items-center">
+  <div class="col">
+    <h2 class="mb-0">Welcome, {{ current_user.username }}!</h2>
+    <span class="badge bg-{% if current_user.role == 'admin' %}danger{% elif current_user.role == 'supervisor' %}warning{% elif current_user.role == 'project_manager' %}primary{% elif current_user.role == 'customer' %}success{% else %}info{% endif %} mt-1">
+      {{ current_user.role.replace('_',' ')|title }}
+    </span>
+  </div>
 </div>
 
-{% if reports %}
+{# ── Top stat cards ─────────────────────────────────────────────────────── #}
+<div class="row g-3 mb-4">
+  <div class="col-6 col-md-3">
+    <a href="{{ url_for('inspections.index') }}" class="text-decoration-none">
+    <div class="card text-white bg-primary h-100">
+      <div class="card-body d-flex justify-content-between align-items-center">
+        <div>
+          <div class="small text-white-50 fw-semibold">Today's Inspections</div>
+          <div class="fs-2 fw-bold">{{ today_inspections }}</div>
+        </div>
+        <i class="bi bi-clipboard-data" style="font-size:2.5rem;opacity:.25;"></i>
+      </div>
+    </div>
+    </a>
+  </div>
+  <div class="col-6 col-md-3">
+    <a href="{{ url_for('inspections.index', status='completed') }}" class="text-decoration-none">
+    <div class="card text-white bg-success h-100">
+      <div class="card-body d-flex justify-content-between align-items-center">
+        <div>
+          <div class="small text-white-50 fw-semibold">Completed Today</div>
+          <div class="fs-2 fw-bold">{{ completed_today }}</div>
+        </div>
+        <i class="bi bi-check-circle" style="font-size:2.5rem;opacity:.25;"></i>
+      </div>
+    </div>
+    </a>
+  </div>
+  <div class="col-6 col-md-3">
+    <a href="{{ url_for('issues.index', status='open') }}" class="text-decoration-none">
+    <div class="card text-white bg-warning h-100">
+      <div class="card-body d-flex justify-content-between align-items-center">
+        <div>
+          <div class="small text-white-50 fw-semibold">Open Issues</div>
+          <div class="fs-2 fw-bold">{{ open_issues }}</div>
+        </div>
+        <i class="bi bi-exclamation-triangle" style="font-size:2.5rem;opacity:.25;"></i>
+      </div>
+    </div>
+    </a>
+  </div>
+  <div class="col-6 col-md-3">
+    <a href="{{ url_for('reports.index') }}" class="text-decoration-none">
+    <div class="card text-white bg-info h-100">
+      <div class="card-body d-flex justify-content-between align-items-center">
+        <div>
+          <div class="small text-white-50 fw-semibold">Avg Score (30d)</div>
+          <div class="fs-2 fw-bold">{{ avg_score if avg_score else '--' }}{% if avg_score %}%{% endif %}</div>
+        </div>
+        <i class="bi bi-graph-up" style="font-size:2.5rem;opacity:.25;"></i>
+      </div>
+    </div>
+    </a>
+  </div>
+</div>
+
+{# ── Pending Follow-ups alert (non-customer) ────────────────────────────── #}
+{% if pending_followups and pending_followups > 0 and current_user.role != 'customer' %}
+<div class="row mb-3">
+  <div class="col-12">
+    <a href="{{ url_for('inspections.index', follow_up='1') }}" class="text-decoration-none">
+      <div class="alert alert-warning d-flex align-items-center mb-0 py-2" role="alert">
+        <i class="bi bi-arrow-repeat fs-5 me-2"></i>
+        <strong>{{ pending_followups }}</strong>&nbsp;inspection{{ 's' if pending_followups != 1 else '' }} flagged as requiring a follow-up re-inspection.
+        <span class="ms-2 text-muted small">Click to view →</span>
+      </div>
+    </a>
+  </div>
+</div>
+{% endif %}
+
+{# ── SLA Summary ─────────────────────────────────────────────────────────── #}
+{% if sla_breached > 0 or sla_at_risk > 0 %}
+<div class="row g-3 mb-4">
+  {% if sla_breached > 0 %}
+  <div class="col-6 col-md-3">
+    <a href="{{ url_for('issues.index', sla='breached') }}" class="text-decoration-none">
+      <div class="card border-danger h-100">
+        <div class="card-body d-flex justify-content-between align-items-center">
+          <div>
+            <div class="small text-danger fw-semibold">SLA Breached</div>
+            <div class="fs-2 fw-bold text-danger">{{ sla_breached }}</div>
+          </div>
+          <i class="bi bi-alarm text-danger" style="font-size:2.5rem;opacity:.3;"></i>
+        </div>
+      </div>
+    </a>
+  </div>
+  {% endif %}
+  {% if sla_at_risk > 0 %}
+  <div class="col-6 col-md-3">
+    <a href="{{ url_for('issues.index', sla='at_risk') }}" class="text-decoration-none">
+      <div class="card border-warning h-100">
+        <div class="card-body d-flex justify-content-between align-items-center">
+          <div>
+            <div class="small text-warning fw-semibold">SLA At Risk</div>
+            <div class="fs-2 fw-bold text-warning">{{ sla_at_risk }}</div>
+          </div>
+          <i class="bi bi-alarm text-warning" style="font-size:2.5rem;opacity:.3;"></i>
+        </div>
+      </div>
+    </a>
+  </div>
+  {% endif %}
+</div>
+{% endif %}
+
+{# ── Customer portal: scoped facilities panel ───────────────────────────── #}
+{% if current_user.role == 'customer' %}
+<div class="row g-3 mb-4">
+  <div class="col-12">
+    <div class="card shadow-sm">
+      <div class="card-header bg-light fw-semibold">
+        <i class="bi bi-building me-1"></i> Your Facilities
+      </div>
+      {% if customer_facilities %}
+      <div class="card-body p-0">
+        <div class="table-responsive">
+          <table class="table table-hover mb-0">
+            <thead class="table-light">
+              <tr>
+                <th>Facility</th>
+                <th>Address</th>
+                <th>Project</th>
+                <th></th>
+              </tr>
+            </thead>
+            <tbody>
+              {% for f in customer_facilities %}
+              <tr>
+                <td><strong>{{ f.name }}</strong></td>
+                <td class="text-muted small">{{ f.address or '—' }}</td>
+                <td class="text-muted small">{{ f.project.name if f.project else '—' }}</td>
+                <td>
+                  <a href="{{ url_for('facilities.view_facility', facility_id=f.id) }}"
+                     class="btn btn-sm btn-outline-primary">
+                    <i class="bi bi-eye"></i> View
+                  </a>
+                  <a href="{{ url_for('reports.facility_report', facility_id=f.id) }}"
+                     class="btn btn-sm btn-outline-secondary ms-1">
+                    <i class="bi bi-graph-up"></i> Report
+                  </a>
+                </td>
+              </tr>
+              {% endfor %}
+            </tbody>
+          </table>
+        </div>
+      </div>
+      {% else %}
+      <div class="card-body text-muted small">
+        <i class="bi bi-info-circle me-1"></i>
+        No facilities have been assigned to your account yet. Please contact your administrator.
+      </div>
+      {% endif %}
+    </div>
+  </div>
+</div>
+{% endif %}
+
+{# ── System quick stats (admin/supervisor) ──────────────────────────────── #}
+{% if current_user.role in ['admin', 'supervisor'] %}
+<div class="row g-3 mb-4">
+  <div class="col-6 col-md-{% if current_user.role == 'admin' %}4{% else %}6{% endif %}">
+    <div class="card shadow-sm text-center">
+      <div class="card-body py-3">
+        <i class="bi bi-building text-primary" style="font-size:2rem;"></i>
+        <div class="fs-4 fw-bold mt-1">{{ total_facilities }}</div>
+        <div class="text-muted small">Active Facilities</div>
+      </div>
+    </div>
+  </div>
+  <div class="col-6 col-md-{% if current_user.role == 'admin' %}4{% else %}6{% endif %}">
+    <div class="card shadow-sm text-center">
+      <div class="card-body py-3">
+        <i class="bi bi-file-earmark-text text-success" style="font-size:2rem;"></i>
+        <div class="fs-4 fw-bold mt-1">{{ total_templates }}</div>
+        <div class="text-muted small">Templates</div>
+      </div>
+    </div>
+  </div>
+  {% if current_user.role == 'admin' %}
+  <div class="col-6 col-md-4">
+    <div class="card shadow-sm text-center">
+      <div class="card-body py-3">
+        <i class="bi bi-people text-warning" style="font-size:2rem;"></i>
+        <div class="fs-4 fw-bold mt-1">{{ total_users }}</div>
+        <div class="text-muted small">Users</div>
+      </div>
+    </div>
+  </div>
+  {% endif %}
+</div>
+{% endif %}
+
+{# ── Score trend chart + Facility performance ───────────────────────────── #}
+<div class="row g-3 mb-4">
+  <div class="col-lg-{% if current_user.role in ['admin','supervisor'] and facility_perf %}7{% else %}12{% endif %}">
+    <div class="card shadow-sm h-100">
+      <div class="card-header bg-light fw-semibold">
+        <i class="bi bi-graph-up me-1"></i>Inspection Score Trend (Last 30 Days)
+      </div>
+      <div class="card-body">
+        {% if trend_labels %}
+        <canvas id="trendChart" height="120"></canvas>
+        {% else %}
+        <div class="text-center text-muted py-4">
+          <i class="bi bi-bar-chart-line fs-2 d-block mb-2"></i>
+          No completed inspections with scores in the last 30 days.
+        </div>
+        {% endif %}
+      </div>
+    </div>
+  </div>
+
+  {% if current_user.role in ['admin', 'supervisor'] and facility_perf %}
+  <div class="col-lg-5">
+    <div class="card shadow-sm h-100">
+      <div class="card-header bg-light fw-semibold">
+        <i class="bi bi-building me-1"></i>Facility Performance (30d)
+      </div>
+      <div class="card-body p-0">
+        <table class="table table-sm table-hover mb-0">
+          <thead class="table-light">
+            <tr>
+              <th>Facility</th>
+              <th class="text-center">Inspections</th>
+              <th class="text-center">Avg Score</th>
+            </tr>
+          </thead>
+          <tbody>
+            {% for f in facility_perf %}
+            <tr>
+              <td class="small">{{ f.name }}</td>
+              <td class="text-center small">{{ f.count }}</td>
+              <td class="text-center">
+                <span class="badge bg-{% if f.avg >= 90 %}success{% elif f.avg >= 70 %}warning{% else %}danger{% endif %}">
+                  {{ f.avg }}%
+                </span>
+              </td>
+            </tr>
+            {% endfor %}
+          </tbody>
+        </table>
+      </div>
+    </div>
+  </div>
+  {% endif %}
+</div>
+
+{# ── Facility Score Trend (30/60/90 days) ─────────────────────────────────── #}
+{% if all_facilities %}
+<div class="row g-3 mb-4">
+  <div class="col-12">
+    <div class="card shadow-sm">
+      <div class="card-header bg-light fw-semibold d-flex align-items-center flex-wrap gap-2">
+        <i class="bi bi-graph-up-arrow me-1"></i>Facility Score Trend
+        <div class="ms-auto d-flex align-items-center gap-2" style="font-weight:normal;">
+          <select id="facTrendFacility" class="form-select form-select-sm" style="width:auto;min-width:180px;">
+            <option value="">— Select Facility —</option>
+            {% for f in all_facilities %}
+            <option value="{{ f.id }}">{{ f.name }}</option>
+            {% endfor %}
+          </select>
+          <div class="btn-group btn-group-sm" role="group">
+            <button type="button" class="btn btn-outline-primary active" data-days="30">30d</button>
+            <button type="button" class="btn btn-outline-primary" data-days="60">60d</button>
+            <button type="button" class="btn btn-outline-primary" data-days="90">90d</button>
+          </div>
+        </div>
+      </div>
+      <div class="card-body">
+        <div id="facTrendEmpty" class="text-center text-muted py-4">
+          <i class="bi bi-building fs-2 d-block mb-2 opacity-25"></i>
+          Select a facility to view its score trend.
+        </div>
+        <div id="facTrendLoading" class="text-center text-muted py-4" style="display:none;">
+          <div class="spinner-border spinner-border-sm text-primary me-2" role="status"></div>
+          Loading trend data…
+        </div>
+        <canvas id="facTrendChart" height="120" style="display:none;"></canvas>
+        <div id="facTrendNoData" class="text-center text-muted py-4" style="display:none;">
+          <i class="bi bi-bar-chart-line fs-2 d-block mb-2 opacity-25"></i>
+          No completed inspections with scores for this facility in the selected period.
+        </div>
+      </div>
+    </div>
+  </div>
+</div>
+{% endif %}
+
+{# ── Recent activity ─────────────────────────────────────────────────────── #}
 <div class="card shadow-sm">
+  <div class="card-header bg-light fw-semibold">
+    <i class="bi bi-clock-history me-1"></i>Recent Activity
+  </div>
   <div class="card-body p-0">
+    {% if recent_inspections %}
     <div class="table-responsive">
       <table class="table table-hover mb-0">
         <thead class="table-light">
           <tr>
-            <th>Name</th><th>Type</th><th>Frequency</th><th>Facility</th>
-            <th>Recipients</th><th>Next Send</th><th>Last Sent</th>
-            <th>Status</th><th width="160"></th>
+            <th>Date</th>
+            <th>Facility</th>
+            <th>Area</th>
+            {% if current_user.role != 'inspector' %}<th>Inspector</th>{% endif %}
+            <th>Score</th>
+            <th>Status</th>
           </tr>
         </thead>
         <tbody>
-          {% for r in reports %}
-          <tr class="{{ 'text-muted' if not r.active else '' }}">
-            <td><strong>{{ r.name }}</strong></td>
-            <td><span class="badge bg-secondary">{{ r.report_type|title }}</span></td>
-            <td>{{ r.frequency|title }}</td>
-            <td>{{ r.facility.name if r.facility else '— All —' }}</td>
+          {% for insp in recent_inspections %}
+          <tr style="cursor:pointer;" onclick="window.location='{{ url_for('inspections.view', inspection_id=insp.id) }}'">
+            <td><small>{{ insp.inspection_date.strftime('%Y-%m-%d %H:%M') }}</small></td>
+            <td>{{ insp.facility.name }}</td>
+            <td>{{ insp.area.name if insp.area else '—' }}</td>
+            {% if current_user.role != 'inspector' %}<td>{{ insp.inspector.username }}</td>{% endif %}
             <td>
-              <span title="{{ r.recipient_list()|join(', ') }}">
-                {{ r.recipient_list()|length }} recipient{{ 's' if r.recipient_list()|length != 1 else '' }}
+              {% if insp.overall_score %}
+              <span class="badge bg-{% if insp.overall_score >= 90 %}success{% elif insp.overall_score >= 70 %}warning{% else %}danger{% endif %}">
+                {{ insp.overall_score }}%
               </span>
-            </td>
-            <td class="small text-muted">
-              {{ r.next_send_at.strftime('%Y-%m-%d %H:%M') if r.next_send_at else '—' }}
-            </td>
-            <td class="small text-muted">
-              {{ r.last_sent_at.strftime('%Y-%m-%d %H:%M') if r.last_sent_at else 'Never' }}
+              {% else %}
+              <span class="text-muted">—</span>
+              {% endif %}
             </td>
             <td>
-              {% if r.active %}<span class="badge bg-success">Active</span>
-              {% else %}<span class="badge bg-secondary">Paused</span>{% endif %}
-            </td>
-            <td class="text-end">
-              <a href="{{ url_for('scheduled_reports.edit', report_id=r.id) }}"
-                 class="btn btn-sm btn-outline-secondary" title="Edit">
-                <i class="bi bi-pencil"></i>
-              </a>
-              <form method="POST"
-                    action="{{ url_for('scheduled_reports.send_now', report_id=r.id) }}"
-                    class="d-inline">
-                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-                <button type="submit" class="btn btn-sm btn-outline-primary" title="Send Now"
-                        onclick="return confirm('Send this report now?')">
-                  <i class="bi bi-send"></i>
-                </button>
-              </form>
-              <form method="POST"
-                    action="{{ url_for('scheduled_reports.delete', report_id=r.id) }}"
-                    class="d-inline"
-                    onsubmit="return confirm('Delete this scheduled report?')">
-                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-                <button type="submit" class="btn btn-sm btn-outline-danger" title="Delete">
-                  <i class="bi bi-trash3"></i>
-                </button>
-              </form>
+              <span class="badge bg-{% if insp.status == 'completed' %}success{% elif insp.status == 'flagged' %}danger{% else %}secondary{% endif %}">
+                {{ insp.status|title }}
+              </span>
             </td>
           </tr>
           {% endfor %}
         </tbody>
       </table>
     </div>
+    {% else %}
+    <div class="text-center py-4 text-muted">
+      <i class="bi bi-inbox fs-2 d-block mb-2"></i>No recent inspections.
+    </div>
+    {% endif %}
   </div>
 </div>
-{% else %}
-<div class="card shadow-sm">
-  <div class="card-body text-center py-5 text-muted">
-    <i class="bi bi-calendar-x fs-1 d-block mb-3 opacity-25"></i>
-    <p class="mb-3">No scheduled reports configured yet.</p>
-    <a href="{{ url_for('scheduled_reports.create') }}" class="btn btn-primary">
-      <i class="bi bi-plus-circle"></i> Create First Schedule
-    </a>
-  </div>
-</div>
+
+<script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js"></script>
+
+{% if trend_labels %}
+<script>
+(function () {
+  const ctx    = document.getElementById('trendChart').getContext('2d');
+  const labels = {{ trend_labels | tojson }};
+  const data   = {{ trend_data   | tojson }};
+
+  new Chart(ctx, {
+    type: 'line',
+    data: {
+      labels,
+      datasets: [{
+        label: 'Avg Score (%)',
+        data,
+        borderColor:     '#2563eb',
+        backgroundColor: 'rgba(37,99,235,0.08)',
+        borderWidth: 2,
+        pointRadius: 4,
+        pointBackgroundColor: '#2563eb',
+        tension: 0.3,
+        fill: true,
+      }]
+    },
+    options: {
+      responsive: true,
+      plugins: {
+        legend: { display: false },
+        tooltip: { callbacks: { label: ctx => ' ' + ctx.parsed.y + '%' } }
+      },
+      scales: {
+        y: { min: 0, max: 100, ticks: { callback: v => v + '%' }, grid: { color: 'rgba(0,0,0,.05)' } },
+        x: { grid: { display: false } }
+      }
+    }
+  });
+}());
+</script>
+{% endif %}
+
+{# ── Facility trend chart (AJAX-driven) ── #}
+{% if all_facilities %}
+<script>
+(function () {
+  const TREND_URL = '{{ url_for("dashboard.facility_trend") }}';
+  const select    = document.getElementById('facTrendFacility');
+  const dayBtns   = document.querySelectorAll('[data-days]');
+  const elEmpty   = document.getElementById('facTrendEmpty');
+  const elLoading = document.getElementById('facTrendLoading');
+  const elCanvas  = document.getElementById('facTrendChart');
+  const elNoData  = document.getElementById('facTrendNoData');
+
+  let currentDays = 30;
+  let facChart    = null;
+
+  function showState(state) {
+    elEmpty.style.display   = state === 'empty'   ? '' : 'none';
+    elLoading.style.display = state === 'loading' ? '' : 'none';
+    elCanvas.style.display  = state === 'chart'   ? '' : 'none';
+    elNoData.style.display  = state === 'nodata'  ? '' : 'none';
+  }
+
+  async function loadTrend() {
+    const fid = select.value;
+    if (!fid) { showState('empty'); return; }
+
+    showState('loading');
+    try {
+      const r = await fetch(TREND_URL + '?facility_id=' + fid + '&days=' + currentDays);
+      const d = await r.json();
+
+      if (!d.labels || d.labels.length === 0) { showState('nodata'); return; }
+
+      if (facChart) facChart.destroy();
+
+      showState('chart');
+      facChart = new Chart(elCanvas.getContext('2d'), {
+        type: 'line',
+        data: {
+          labels: d.labels,
+          datasets: [{
+            label: d.facility + ' — Avg Score (%)',
+            data: d.data,
+            borderColor:     '#0d9488',
+            backgroundColor: 'rgba(13,148,136,0.08)',
+            borderWidth: 2,
+            pointRadius: 4,
+            pointBackgroundColor: '#0d9488',
+            tension: 0.3,
+            fill: true,
+          }]
+        },
+        options: {
+          responsive: true,
+          plugins: {
+            legend: { display: true, position: 'top', labels: { font: { size: 12 } } },
+            tooltip: { callbacks: { label: ctx => ' ' + ctx.parsed.y + '%' } }
+          },
+          scales: {
+            y: { min: 0, max: 100, ticks: { callback: v => v + '%' }, grid: { color: 'rgba(0,0,0,.05)' } },
+            x: { grid: { display: false } }
+          }
+        }
+      });
+    } catch (err) {
+      console.error('Facility trend fetch error:', err);
+      showState('nodata');
+    }
+  }
+
+  select.addEventListener('change', loadTrend);
+
+  dayBtns.forEach(function (btn) {
+    btn.addEventListener('click', function () {
+      dayBtns.forEach(function (b) { b.classList.remove('active'); });
+      btn.classList.add('active');
+      currentDays = parseInt(btn.dataset.days);
+      loadTrend();
+    });
+  });
+}());
+</script>
 {% endif %}
 {% endblock %}

app/utils/pdf_export.py

@@ -646,3 +646,179 @@ def generate_inspection_pdf(inspection, form_fields, form_data, issues,
 
     doc.build(story, onFirstPage=_page_cb, onLaterPages=_page_cb)
     return buf.getvalue()
+
+
+# ══════════════════════════════════════════════════════════════════════════════
+#  SCHEDULED REPORT PDF
+# ══════════════════════════════════════════════════════════════════════════════
+
+def generate_scheduled_report_pdf(report_name, frequency, start, end,
+                                  facility_name=None, data=None):
+    """Generate a PDF summary for a scheduled report email attachment.
+
+    Parameters
+    ----------
+    report_name   : str — the ScheduledReport.name
+    frequency     : str — 'daily' / 'weekly' / 'monthly'
+    start, end    : datetime — the reporting window
+    facility_name : str | None — scoped facility name, or None for all
+    data          : dict — the assembled report data from _build_report_data()
+
+    Returns
+    -------
+    bytes — the PDF content
+    """
+    if data is None:
+        data = {}
+
+    buf = io.BytesIO()
+    doc = SimpleDocTemplate(
+        buf, pagesize=letter,
+        leftMargin=0.65 * inch, rightMargin=0.65 * inch,
+        topMargin=1.0 * inch, bottomMargin=0.65 * inch,
+    )
+
+    generated_at = datetime.now().strftime('%Y-%m-%d %H:%M')
+    title_text = f'{frequency.title()} Report — {report_name}'
+
+    def _page_cb(canvas, doc):
+        _on_page(canvas, doc, title_text, generated_at)
+
+    story = []
+    pw = letter[0] - 1.3 * inch  # usable page width
+
+    # ── Sub-header ────────────────────────────────────────────────────────
+    period = f'{start.strftime("%b %d, %Y")} — {end.strftime("%b %d, %Y")}'
+    scope = f'Facility: {facility_name}' if facility_name else 'All Facilities'
+    story.append(Paragraph(f'{period} · {scope}', STYLES['ReportSub']))
+    story.append(Spacer(1, 12))
+
+    # ── KPI cards (summary / facility report types) ───────────────────────
+    total_insp = data.get('total_inspections', 0)
+    completed  = data.get('completed', 0)
+    open_iss   = data.get('open_issues', 0)
+    avg_score  = data.get('avg_score')
+
+    kpi_data = [[
+        Paragraph('<b>Inspections</b>', STYLES['FieldLabel']),
+        Paragraph('<b>Completed</b>', STYLES['FieldLabel']),
+        Paragraph('<b>Open Issues</b>', STYLES['FieldLabel']),
+        Paragraph('<b>Avg Score</b>', STYLES['FieldLabel']),
+    ], [
+        Paragraph(f'<font size="14"><b>{total_insp}</b></font>', STYLES['FieldValue']),
+        Paragraph(f'<font size="14" color="{C_GREEN.hexval()}"><b>{completed}</b></font>', STYLES['FieldValue']),
+        Paragraph(f'<font size="14" color="{C_YELLOW.hexval()}"><b>{open_iss}</b></font>', STYLES['FieldValue']),
+        Paragraph(
+            f'<font size="14" color="{C_BLUE.hexval()}"><b>{f"{avg_score:.1f}%" if avg_score else "—"}</b></font>',
+            STYLES['FieldValue'],
+        ),
+    ]]
+    kpi_tbl = Table(kpi_data, colWidths=[pw * 0.25] * 4)
+    kpi_tbl.setStyle(TableStyle([
+        ('BACKGROUND',    (0, 0), (-1, -1), C_LIGHT),
+        ('ALIGN',         (0, 0), (-1, -1), 'CENTER'),
+        ('VALIGN',        (0, 0), (-1, -1), 'MIDDLE'),
+        ('TOPPADDING',    (0, 0), (-1, -1), 8),
+        ('BOTTOMPADDING', (0, 0), (-1, -1), 8),
+        ('BOX',           (0, 0), (-1, -1), 0.5, C_BORDER),
+        ('INNERGRID',     (0, 0), (-1, -1), 0.25, C_BORDER),
+        ('ROUNDEDCORNERS', [6, 6, 6, 6]),
+    ]))
+    story.append(kpi_tbl)
+    story.append(Spacer(1, 16))
+
+    # ── Facility scores table ─────────────────────────────────────────────
+    fac_scores = data.get('facility_scores', [])
+    if fac_scores:
+        story.append(Paragraph('Facility Scores', STYLES['SectionHead']))
+        tbl_data = [['Facility', 'Inspections', 'Avg Score']]
+        for row in fac_scores:
+            sc = float(row.avg) if hasattr(row, 'avg') else float(row[1])
+            cnt = row.count if hasattr(row, 'count') else row[2]
+            nm = row.name if hasattr(row, 'name') else row[0]
+            sc_color = C_GREEN if sc >= 90 else C_YELLOW if sc >= 70 else C_RED
+            tbl_data.append([
+                Paragraph(str(nm), STYLES['FieldValue']),
+                Paragraph(str(cnt), STYLES['FieldValue']),
+                Paragraph(f'<font color="{sc_color.hexval()}">{sc:.1f}%</font>', STYLES['FieldValue']),
+            ])
+        fac_tbl = Table(tbl_data, colWidths=[pw * 0.50, pw * 0.25, pw * 0.25])
+        fac_tbl.setStyle(TableStyle([
+            ('BACKGROUND',    (0, 0), (-1, 0), C_LIGHT),
+            ('FONTNAME',      (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE',      (0, 0), (-1, -1), 8),
+            ('ALIGN',         (1, 0), (-1, -1), 'CENTER'),
+            ('INNERGRID',     (0, 0), (-1, -1), 0.25, C_BORDER),
+            ('BOX',           (0, 0), (-1, -1), 0.5, C_BORDER),
+            ('TOPPADDING',    (0, 0), (-1, -1), 4),
+            ('BOTTOMPADDING', (0, 0), (-1, -1), 4),
+        ]))
+        story.append(fac_tbl)
+        story.append(Spacer(1, 14))
+
+    # ── Critical / High issues ────────────────────────────────────────────
+    crit_issues = data.get('critical_issues', [])
+    if crit_issues:
+        story.append(Paragraph('Open Critical / High Issues', STYLES['SectionHead']))
+        tbl_data = [['#', 'Severity', 'Facility / Area', 'Description', 'Reported']]
+        for iss in crit_issues:
+            sev_c = SEVERITY_COLORS.get(iss.severity, C_SLATE)
+            tbl_data.append([
+                Paragraph(f'#{iss.id}', STYLES['FieldValue']),
+                Paragraph(f'<font color="{sev_c.hexval()}">{iss.severity.title()}</font>', STYLES['FieldValue']),
+                Paragraph(f'{iss.area.facility.name} / {iss.area.name}', STYLES['FieldValue']),
+                Paragraph(iss.description[:80] + ('…' if len(iss.description) > 80 else ''), STYLES['IssueDesc']),
+                Paragraph(iss.reported_at.strftime('%b %d'), STYLES['FieldValue']),
+            ])
+        iss_tbl = Table(tbl_data, colWidths=[pw * 0.07, pw * 0.12, pw * 0.25, pw * 0.40, pw * 0.16])
+        iss_tbl.setStyle(TableStyle([
+            ('BACKGROUND',    (0, 0), (-1, 0), colors.HexColor('#fef2f2')),
+            ('FONTNAME',      (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE',      (0, 0), (-1, -1), 7.5),
+            ('INNERGRID',     (0, 0), (-1, -1), 0.25, C_BORDER),
+            ('BOX',           (0, 0), (-1, -1), 0.5, C_BORDER),
+            ('TOPPADDING',    (0, 0), (-1, -1), 3),
+            ('BOTTOMPADDING', (0, 0), (-1, -1), 3),
+            ('VALIGN',        (0, 0), (-1, -1), 'TOP'),
+        ]))
+        story.append(iss_tbl)
+        story.append(Spacer(1, 14))
+
+    # ── Open issues list (issues report type) ─────────────────────────────
+    all_issues = data.get('issues', [])
+    if all_issues and not crit_issues:
+        story.append(Paragraph(f'Open Issues ({len(all_issues)})', STYLES['SectionHead']))
+        tbl_data = [['#', 'Severity', 'Facility / Area', 'Status', 'Description']]
+        for iss in all_issues:
+            sev_c = SEVERITY_COLORS.get(iss.severity, C_SLATE)
+            tbl_data.append([
+                Paragraph(f'#{iss.id}', STYLES['FieldValue']),
+                Paragraph(f'<font color="{sev_c.hexval()}">{iss.severity.title()}</font>', STYLES['FieldValue']),
+                Paragraph(f'{iss.area.facility.name} / {iss.area.name}', STYLES['FieldValue']),
+                Paragraph(iss.status.replace('_', ' ').title(), STYLES['FieldValue']),
+                Paragraph(iss.description[:70] + ('…' if len(iss.description) > 70 else ''), STYLES['IssueDesc']),
+            ])
+        iss_tbl = Table(tbl_data, colWidths=[pw * 0.07, pw * 0.12, pw * 0.25, pw * 0.16, pw * 0.40])
+        iss_tbl.setStyle(TableStyle([
+            ('BACKGROUND',    (0, 0), (-1, 0), C_LIGHT),
+            ('FONTNAME',      (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE',      (0, 0), (-1, -1), 7.5),
+            ('INNERGRID',     (0, 0), (-1, -1), 0.25, C_BORDER),
+            ('BOX',           (0, 0), (-1, -1), 0.5, C_BORDER),
+            ('TOPPADDING',    (0, 0), (-1, -1), 3),
+            ('BOTTOMPADDING', (0, 0), (-1, -1), 3),
+            ('VALIGN',        (0, 0), (-1, -1), 'TOP'),
+        ]))
+        story.append(iss_tbl)
+
+    # ── Footer note ───────────────────────────────────────────────────────
+    story.append(Spacer(1, 20))
+    story.append(HRFlowable(width='100%', thickness=0.5, color=C_BORDER))
+    story.append(Spacer(1, 6))
+    story.append(Paragraph(
+        'Janitorial QC System — automated scheduled report',
+        STYLES['FooterStyle'],
+    ))
+
+    doc.build(story, onFirstPage=_page_cb, onLaterPages=_page_cb)
+    return buf.getvalue()