1006 lines
41 KiB
Python
1006 lines
41 KiB
Python
import csv
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import io
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import logging
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from datetime import datetime, timedelta
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from app.utils.time_utils import now_eastern
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from flask import (Blueprint, render_template, request,
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Response, stream_with_context, abort)
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from flask_login import login_required, current_user
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from sqlalchemy import func, literal_column
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from sqlalchemy.orm import joinedload
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from app import db
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from app.models.inspection import Inspection, InspectionTemplate
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from app.models.facility import Facility, Area
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from app.models.issue import Issue
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from app.models.user import User
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from app.utils.decorators import supervisor_required
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from app.utils.scope import get_customer_scope
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from app.utils.audit import log_action, ACTION_EXPORT
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bp = Blueprint('reports', __name__, url_prefix='/reports')
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logger = logging.getLogger(__name__)
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def _fmt_minutes(mins):
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"""Format an integer minute value as '45m' or '1h 30m'. Returns None if input is None."""
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if mins is None:
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return None
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mins = int(round(float(mins)))
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if mins >= 60:
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return f'{mins // 60}h {mins % 60}m'
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return f'{mins}m'
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def _date_range():
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"""Parse ?start= and ?end= query params; default to last 30 days."""
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end_default = now_eastern()
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start_default = end_default - timedelta(days=30)
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try:
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start = datetime.strptime(request.args.get('start', ''), '%Y-%m-%d')
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except ValueError:
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start = start_default
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try:
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end = datetime.strptime(request.args.get('end', ''), '%Y-%m-%d')
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end = end.replace(hour=23, minute=59, second=59)
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except ValueError:
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end = end_default
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return start, end
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# ── Overview dashboard ────────────────────────────────────────────────────────
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@bp.route('/')
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@login_required
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def index():
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# Inspectors get a scoped view of their own inspections and related issues.
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# Customers get a facility-scoped view.
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# Internal management roles (director+) get the full unscoped view.
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if current_user.role not in ['admin', 'director', 'project_manager', 'inspector', 'customer']:
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from flask import flash, redirect, url_for
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flash('Access denied.', 'danger')
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return redirect(url_for('dashboard.index'))
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start, end = _date_range()
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# Resolve scoping for customers (facility list) and inspectors (inspector_id)
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customer_facility_ids = get_customer_scope(current_user) # None = unrestricted
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is_inspector = current_user.role == 'inspector'
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# Inspector filter — admin / director / project_manager only
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inspector_filter = None
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if current_user.role in ('admin', 'director', 'project_manager'):
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inspector_filter = request.args.get('inspector_id', type=int) or None
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# Pre-compute inspection ID sets used by _scope_issue to avoid join conflicts.
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inspector_inspection_ids = [] # own inspections (inspector role)
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filter_inspection_ids = None # filtered inspector's inspections (admin/dir/PM)
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if is_inspector:
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inspector_inspection_ids = [
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row[0] for row in
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db.session.query(Inspection.id)
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.filter(Inspection.inspector_id == current_user.id)
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.all()
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]
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elif inspector_filter:
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filter_inspection_ids = [
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row[0] for row in
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db.session.query(Inspection.id)
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.filter(Inspection.inspector_id == inspector_filter)
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.all()
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]
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def _scope_insp(q):
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if is_inspector:
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return q.filter(Inspection.inspector_id == current_user.id)
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if inspector_filter:
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q = q.filter(Inspection.inspector_id == inspector_filter)
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if customer_facility_ids is not None:
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if not customer_facility_ids:
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return q.filter(False)
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return q.filter(Inspection.facility_id.in_(customer_facility_ids))
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return q
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def _scope_issue(q):
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if is_inspector:
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if not inspector_inspection_ids:
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return q.filter(False)
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return q.filter(Issue.inspection_id.in_(inspector_inspection_ids))
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if filter_inspection_ids is not None:
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if not filter_inspection_ids:
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return q.filter(False)
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return q.filter(Issue.inspection_id.in_(filter_inspection_ids))
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if customer_facility_ids is not None:
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if not customer_facility_ids:
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return q.filter(False)
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return q.outerjoin(Area, Issue.area_id == Area.id).filter(
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db.or_(
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Issue.facility_id.in_(customer_facility_ids),
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Area.facility_id.in_(customer_facility_ids)
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)
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)
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return q
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base = _scope_insp(Inspection.query.filter(
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Inspection.inspection_date >= start,
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Inspection.inspection_date <= end,
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))
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total_inspections = base.count()
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completed = base.filter(Inspection.status == 'completed').count()
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flagged = _scope_issue(Issue.query.filter(
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Issue.reported_at >= start,
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Issue.reported_at <= end,
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Issue.status != 'resolved',
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)).count()
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avg_score = db.session.query(func.avg(Inspection.overall_score)).filter(
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Inspection.inspection_date >= start,
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Inspection.inspection_date <= end,
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Inspection.status == 'completed',
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Inspection.overall_score.isnot(None),
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)
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avg_score = _scope_insp(avg_score).scalar()
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# Scores by facility (for bar chart)
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fac_score_q = db.session.query(
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Facility.name,
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func.avg(Inspection.overall_score).label('avg_score'),
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func.count(Inspection.id).label('count'),
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).join(Inspection, Facility.id == Inspection.facility_id)\
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.filter(
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Inspection.inspection_date >= start,
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Inspection.inspection_date <= end,
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Inspection.status == 'completed',
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Inspection.overall_score.isnot(None),
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)
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if inspector_filter:
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fac_score_q = fac_score_q.filter(Inspection.inspector_id == inspector_filter)
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if customer_facility_ids is not None:
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fac_score_q = fac_score_q.filter(
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Facility.id.in_(customer_facility_ids) if customer_facility_ids else False
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)
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facility_scores = fac_score_q.group_by(Facility.id, Facility.name)\
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.order_by(func.avg(Inspection.overall_score).desc()).all()
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# Score trend — daily averages (line chart)
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daily_q = db.session.query(
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func.date(Inspection.inspection_date).label('day'),
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func.avg(Inspection.overall_score).label('avg'),
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func.count(Inspection.id).label('count'),
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).filter(
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Inspection.inspection_date >= start,
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Inspection.inspection_date <= end,
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Inspection.status == 'completed',
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Inspection.overall_score.isnot(None),
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)
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daily_scores = _scope_insp(daily_q).group_by(func.date(Inspection.inspection_date))\
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.order_by(func.date(Inspection.inspection_date)).all()
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# Issue breakdown by severity
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issue_severity = _scope_issue(db.session.query(
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Issue.severity,
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func.count(Issue.id).label('count'),
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).filter(
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Issue.reported_at >= start,
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Issue.reported_at <= end,
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)).group_by(Issue.severity).all()
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# Issue status breakdown
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issue_status = _scope_issue(db.session.query(
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Issue.status,
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func.count(Issue.id).label('count'),
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).filter(
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Issue.reported_at >= start,
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Issue.reported_at <= end,
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)).group_by(Issue.status).all()
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# Top inspectors — scoped per role:
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# customer → inspectors who worked at the customer's assigned facilities
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# inspector → own row only
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# others → org-wide top 10 (filtered by inspector_filter if set)
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top_insp_q = db.session.query(
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User.full_name,
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User.username,
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func.count(Inspection.id).label('count'),
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func.avg(Inspection.overall_score).label('avg_score'),
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).join(Inspection, User.id == Inspection.inspector_id)\
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.filter(
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Inspection.inspection_date >= start,
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Inspection.inspection_date <= end,
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Inspection.status == 'completed',
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)
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top_insp_q = _scope_insp(top_insp_q)
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top_inspectors = top_insp_q.group_by(User.id, User.full_name, User.username)\
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.order_by(func.count(Inspection.id).desc()).limit(10).all()
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# Recent issues (critical/high) — scoped for customers
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critical_issues = _scope_issue(Issue.query.filter(
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Issue.severity.in_(['critical', 'high']),
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Issue.status != 'resolved',
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Issue.reported_at >= start,
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Issue.reported_at <= end,
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)).order_by(Issue.reported_at.desc()).limit(10).all()
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inspectors = []
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if current_user.role in ('admin', 'director', 'project_manager'):
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inspectors = User.query.filter_by(role='inspector', active=True)\
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.order_by(User.full_name, User.username).all()
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return render_template('reports/index.html',
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start=start, end=end,
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total_inspections=total_inspections,
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completed=completed,
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flagged=flagged,
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avg_score=round(float(avg_score), 2) if avg_score else None,
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facility_scores=[{'name': r.name, 'avg_score': round(float(r.avg_score), 2), 'count': r.count} for r in facility_scores],
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daily_scores=[{'day': str(r.day), 'avg': round(float(r.avg), 2), 'count': r.count} for r in daily_scores],
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issue_severity=[{'severity': r.severity, 'count': r.count} for r in issue_severity],
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issue_status=[{'status': r.status, 'count': r.count} for r in issue_status],
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top_inspectors=[{'display_name': (r.full_name.strip() if r.full_name and r.full_name.strip() else r.username), 'count': r.count, 'avg_score': round(float(r.avg_score), 2) if r.avg_score else None} for r in top_inspectors],
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critical_issues=critical_issues,
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is_inspector=is_inspector,
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inspectors=inspectors,
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inspector_filter=inspector_filter,
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)
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# ── Facility detail report ────────────────────────────────────────────────────
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@bp.route('/facility/<int:facility_id>')
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@login_required
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def facility_report(facility_id):
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if current_user.role not in ['admin', 'director', 'project_manager', 'inspector', 'customer']:
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from flask import flash, redirect, url_for
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flash('Access denied.', 'danger')
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return redirect(url_for('dashboard.index'))
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facility = db.session.get(Facility, facility_id)
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if facility is None:
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abort(404)
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if current_user.role == 'customer':
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cids = get_customer_scope(current_user) or []
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if facility_id not in cids:
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from flask import flash, redirect, url_for
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flash('Access denied.', 'danger')
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return redirect(url_for('reports.index'))
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if current_user.role == 'inspector':
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# Inspectors may only view the facility report for facilities where
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# they have personally conducted at least one inspection.
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has_access = Inspection.query.filter_by(
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facility_id=facility_id,
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inspector_id=current_user.id,
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).first()
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if not has_access:
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from flask import flash, redirect, url_for
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flash('Access denied. You have not conducted inspections at this facility.', 'danger')
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return redirect(url_for('reports.index'))
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start, end = _date_range()
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inspections = Inspection.query.filter(
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Inspection.facility_id == facility_id,
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Inspection.inspection_date >= start,
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Inspection.inspection_date <= end,
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).order_by(Inspection.inspection_date.desc()).all()
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area_scores = db.session.query(
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Area.name,
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func.avg(Inspection.overall_score).label('avg_score'),
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func.count(Inspection.id).label('count'),
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).join(Inspection, Area.id == Inspection.area_id)\
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.filter(
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Inspection.facility_id == facility_id,
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Inspection.inspection_date >= start,
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Inspection.inspection_date <= end,
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Inspection.status == 'completed',
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).group_by(Area.id, Area.name).all()
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open_issues = Issue.query.join(Area)\
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.filter(Area.facility_id == facility_id, Issue.status != 'resolved')\
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.order_by(Issue.severity.desc()).all()
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return render_template('reports/facility.html',
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facility=facility, inspections=inspections,
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area_scores=area_scores, open_issues=open_issues,
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start=start, end=end)
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# ── Facility Scorecard ────────────────────────────────────────────────────────
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@bp.route('/facility/<int:facility_id>/scorecard')
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@login_required
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def facility_scorecard(facility_id):
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"""Comprehensive per-facility scorecard: score trend, SLA compliance,
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issue breakdown by severity, inspection frequency."""
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if current_user.role not in ['admin', 'director', 'project_manager', 'inspector', 'customer']:
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from flask import flash, redirect, url_for
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flash('Access denied.', 'danger')
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return redirect(url_for('dashboard.index'))
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facility = db.session.get(Facility, facility_id)
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if facility is None:
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abort(404)
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if current_user.role == 'customer':
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cids = get_customer_scope(current_user) or []
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if facility_id not in cids:
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from flask import flash, redirect, url_for
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flash('Access denied.', 'danger')
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return redirect(url_for('reports.index'))
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if current_user.role == 'inspector':
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has_access = Inspection.query.filter_by(
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facility_id=facility_id,
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inspector_id=current_user.id,
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).first()
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if not has_access:
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from flask import flash, redirect, url_for
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flash('Access denied. You have not conducted inspections at this facility.', 'danger')
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return redirect(url_for('reports.index'))
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from app.utils.sla import sla_status, SLA_HOURS
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from datetime import timedelta
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now = now_eastern()
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days = request.args.get('days', 90, type=int)
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if days not in (30, 60, 90, 180, 365):
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days = 90
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start = now - timedelta(days=days)
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# ── Score trend (daily) ───────────────────────────────────────────────
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trend_rows = db.session.query(
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func.date(Inspection.inspection_date).label('day'),
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func.avg(Inspection.overall_score).label('avg'),
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func.count(Inspection.id).label('count'),
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).filter(
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Inspection.facility_id == facility_id,
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Inspection.inspection_date >= start,
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Inspection.status == 'completed',
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Inspection.overall_score.isnot(None),
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).group_by(func.date(Inspection.inspection_date)) .order_by(func.date(Inspection.inspection_date)).all()
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trend_labels = [str(r.day) for r in trend_rows]
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trend_data = [round(float(r.avg), 2) for r in trend_rows]
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# ── KPI summary ───────────────────────────────────────────────────────
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all_insp = Inspection.query.filter(
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Inspection.facility_id == facility_id,
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Inspection.inspection_date >= start,
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).all()
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completed_insp = [i for i in all_insp if i.status == 'completed']
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avg_score = (
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round(sum(float(i.overall_score) for i in completed_insp
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if i.overall_score is not None)
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/ len([i for i in completed_insp if i.overall_score is not None]), 2)
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if any(i.overall_score for i in completed_insp) else None
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)
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# ── Area scores ───────────────────────────────────────────────────────
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area_scores = db.session.query(
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Area.name,
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func.avg(Inspection.overall_score).label('avg'),
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func.count(Inspection.id).label('count'),
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).join(Inspection, Area.id == Inspection.area_id) .filter(
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Inspection.facility_id == facility_id,
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Inspection.inspection_date >= start,
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Inspection.status == 'completed',
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Inspection.overall_score.isnot(None),
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).group_by(Area.id, Area.name) .order_by(func.avg(Inspection.overall_score).desc()).all()
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# ── Open issues ───────────────────────────────────────────────────────
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open_issues = Issue.query.join(Area) .filter(Area.facility_id == facility_id, Issue.status != 'resolved') .order_by(Issue.reported_at.desc()).all()
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# SLA compliance for closed issues in window
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closed_issues = Issue.query.join(Area).filter(
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Area.facility_id == facility_id,
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Issue.status == 'resolved',
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Issue.reported_at >= start,
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).all()
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sla_met = sum(1 for i in closed_issues
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if i.resolved_at and i.reported_at
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and (i.resolved_at - i.reported_at).total_seconds() / 3600
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<= SLA_HOURS.get(i.severity, 9999))
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sla_total = len(closed_issues)
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sla_pct = round(sla_met / sla_total * 100, 1) if sla_total else None
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# Issue severity breakdown
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sev_counts = {}
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for sev in ('critical', 'high', 'medium', 'low'):
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sev_counts[sev] = Issue.query.join(Area).filter(
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Area.facility_id == facility_id,
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Issue.severity == sev,
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Issue.status != 'resolved',
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).count()
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# Pending verification count
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pending_verification = Issue.query.join(Area).filter(
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Area.facility_id == facility_id,
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Issue.status == 'pending_verification',
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).count()
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# Follow-up required inspections
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followup_required = Inspection.query.filter(
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Inspection.facility_id == facility_id,
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Inspection.follow_up_required == True,
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).order_by(Inspection.inspection_date.desc()).limit(10).all()
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return render_template('reports/scorecard.html',
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facility = facility,
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days = days,
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start = start,
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now = now,
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total_inspections = len(all_insp),
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completed_insp = len(completed_insp),
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avg_score = avg_score,
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trend_labels = trend_labels,
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trend_data = trend_data,
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area_scores = area_scores,
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open_issues = open_issues,
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sla_pct = sla_pct,
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sla_met = sla_met,
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sla_total = sla_total,
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sev_counts = sev_counts,
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pending_verification = pending_verification,
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followup_required = followup_required,
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)
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# ── CSV export ────────────────────────────────────────────────────────────────
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@bp.route('/export/inspections')
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|
@login_required
|
|
@supervisor_required
|
|
def export_inspections():
|
|
start, end = _date_range()
|
|
|
|
logger.info(
|
|
'REPORTS | export_inspections | user=%s | range=%s to %s',
|
|
current_user.username,
|
|
start.strftime('%Y-%m-%d'),
|
|
end.strftime('%Y-%m-%d'),
|
|
)
|
|
log_action(
|
|
ACTION_EXPORT, 'Inspection', None, 'CSV Export',
|
|
f'range={start.strftime("%Y-%m-%d")} to {end.strftime("%Y-%m-%d")}',
|
|
)
|
|
|
|
rows = db.session.query(
|
|
Inspection.id,
|
|
Inspection.inspection_date,
|
|
Facility.name.label('facility'),
|
|
Area.name.label('area'),
|
|
User.username.label('inspector'),
|
|
InspectionTemplate.name.label('template'),
|
|
Inspection.overall_score,
|
|
Inspection.status,
|
|
Inspection.completed_at,
|
|
Inspection.notes,
|
|
).join(Facility, Inspection.facility_id == Facility.id)\
|
|
.outerjoin(Area, Inspection.area_id == Area.id)\
|
|
.join(User, Inspection.inspector_id == User.id)\
|
|
.join(InspectionTemplate, Inspection.template_id == InspectionTemplate.id)\
|
|
.filter(
|
|
Inspection.inspection_date >= start,
|
|
Inspection.inspection_date <= end,
|
|
).order_by(Inspection.inspection_date.desc()).all()
|
|
|
|
def generate():
|
|
buf = io.StringIO()
|
|
writer = csv.writer(buf)
|
|
writer.writerow(['ID','Date','Facility','Area','Inspector','Template',
|
|
'Score','Status','Completed At','Notes'])
|
|
yield buf.getvalue(); buf.seek(0); buf.truncate()
|
|
|
|
for r in rows:
|
|
writer.writerow([
|
|
r.id,
|
|
r.inspection_date.strftime('%Y-%m-%d %H:%M') if r.inspection_date else '',
|
|
r.facility, r.area or '',
|
|
r.inspector, r.template,
|
|
r.overall_score or '',
|
|
r.status,
|
|
r.completed_at.strftime('%Y-%m-%d %H:%M') if r.completed_at else '',
|
|
(r.notes or '').replace('\n', ' '),
|
|
])
|
|
yield buf.getvalue(); buf.seek(0); buf.truncate()
|
|
|
|
filename = f"inspections_{start.strftime('%Y%m%d')}_{end.strftime('%Y%m%d')}.csv"
|
|
return Response(
|
|
stream_with_context(generate()),
|
|
mimetype='text/csv',
|
|
headers={'Content-Disposition': f'attachment; filename="{filename}"'}
|
|
)
|
|
|
|
|
|
@bp.route('/export/issues')
|
|
@login_required
|
|
@supervisor_required
|
|
def export_issues():
|
|
start, end = _date_range()
|
|
|
|
logger.info(
|
|
'REPORTS | export_issues | user=%s | range=%s to %s',
|
|
current_user.username,
|
|
start.strftime('%Y-%m-%d'),
|
|
end.strftime('%Y-%m-%d'),
|
|
)
|
|
log_action(
|
|
ACTION_EXPORT, 'Issue', None, 'CSV Export',
|
|
f'range={start.strftime("%Y-%m-%d")} to {end.strftime("%Y-%m-%d")}',
|
|
)
|
|
|
|
rows = db.session.query(
|
|
Issue.id,
|
|
Issue.reported_at,
|
|
Facility.name.label('facility'),
|
|
Area.name.label('area'),
|
|
Issue.severity,
|
|
Issue.description,
|
|
Issue.status,
|
|
Issue.resolved_at,
|
|
User.username.label('assigned_to'),
|
|
).outerjoin(Area, Issue.area_id == Area.id)\
|
|
.outerjoin(Facility, db.or_(
|
|
Facility.id == Area.facility_id,
|
|
Facility.id == Issue.facility_id
|
|
))\
|
|
.outerjoin(User, Issue.assigned_to == User.id)\
|
|
.filter(
|
|
Issue.reported_at >= start,
|
|
Issue.reported_at <= end,
|
|
).order_by(Issue.reported_at.desc()).all()
|
|
|
|
def generate():
|
|
buf = io.StringIO()
|
|
writer = csv.writer(buf)
|
|
writer.writerow(['ID','Reported At','Facility','Area','Severity',
|
|
'Description','Status','Resolved At','Assigned To'])
|
|
yield buf.getvalue(); buf.seek(0); buf.truncate()
|
|
|
|
for r in rows:
|
|
writer.writerow([
|
|
r.id,
|
|
r.reported_at.strftime('%Y-%m-%d %H:%M') if r.reported_at else '',
|
|
r.facility, r.area, r.severity,
|
|
r.description.replace('\n', ' '),
|
|
r.status,
|
|
r.resolved_at.strftime('%Y-%m-%d %H:%M') if r.resolved_at else '',
|
|
r.assigned_to or '',
|
|
])
|
|
yield buf.getvalue(); buf.seek(0); buf.truncate()
|
|
|
|
filename = f"issues_{start.strftime('%Y%m%d')}_{end.strftime('%Y%m%d')}.csv"
|
|
return Response(
|
|
stream_with_context(generate()),
|
|
mimetype='text/csv',
|
|
headers={'Content-Disposition': f'attachment; filename="{filename}"'}
|
|
)
|
|
|
|
|
|
# ── Inspector Performance ─────────────────────────────────────────────────────
|
|
|
|
def _build_inspector_stats(start, end):
|
|
"""Return (inspector_stats, team_avg_score) for the given date range.
|
|
|
|
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'),
|
|
func.count(func.distinct(Inspection.facility_id)).label('facilities'),
|
|
).filter(
|
|
Inspection.inspection_date >= start,
|
|
Inspection.inspection_date <= end,
|
|
).group_by(Inspection.inspector_id).all()
|
|
|
|
completed_rows = db.session.query(
|
|
Inspection.inspector_id,
|
|
func.count(Inspection.id).label('completed'),
|
|
func.avg(Inspection.overall_score).label('avg_score'),
|
|
func.avg(
|
|
func.timestampdiff(
|
|
literal_column('MINUTE'),
|
|
Inspection.inspection_date,
|
|
Inspection.completed_at,
|
|
)
|
|
).label('avg_minutes'),
|
|
).filter(
|
|
Inspection.inspection_date >= start,
|
|
Inspection.inspection_date <= end,
|
|
Inspection.status == 'completed',
|
|
Inspection.completed_at.isnot(None),
|
|
).group_by(Inspection.inspector_id).all()
|
|
|
|
issue_rows = db.session.query(
|
|
Inspection.inspector_id,
|
|
func.count(Issue.id).label('count'),
|
|
).join(Issue, Issue.inspection_id == Inspection.id)\
|
|
.filter(
|
|
Inspection.inspection_date >= start,
|
|
Inspection.inspection_date <= end,
|
|
).group_by(Inspection.inspector_id).all()
|
|
|
|
followup_rows = db.session.query(
|
|
Inspection.inspector_id,
|
|
func.count(Inspection.id).label('count'),
|
|
).filter(
|
|
Inspection.inspection_date >= start,
|
|
Inspection.inspection_date <= end,
|
|
Inspection.follow_up_required == True,
|
|
).group_by(Inspection.inspector_id).all()
|
|
|
|
total_map = {r.inspector_id: {'total': r.total, 'facilities': r.facilities} for r in total_rows}
|
|
completed_map = {
|
|
r.inspector_id: {
|
|
'completed': r.completed,
|
|
'avg_score': r.avg_score,
|
|
'avg_minutes': r.avg_minutes,
|
|
}
|
|
for r in completed_rows
|
|
}
|
|
issues_map = {r.inspector_id: r.count for r in issue_rows}
|
|
followups_map = {r.inspector_id: r.count for r in followup_rows}
|
|
|
|
all_ids = set(total_map.keys())
|
|
active_inspectors = (
|
|
User.query
|
|
.filter(User.id.in_(all_ids), User.active == True, User.role == 'inspector')
|
|
.order_by(User.full_name, User.username)
|
|
.all()
|
|
) if all_ids else []
|
|
|
|
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
|
|
avg_mins = round(float(c['avg_minutes'])) if c.get('avg_minutes') else None
|
|
inspector_stats.append({
|
|
'id': u.id,
|
|
'display_name': u.display_name,
|
|
'total': tot,
|
|
'completed': comp,
|
|
'completion_rate': round(comp / tot * 100) if tot else 0,
|
|
'avg_score': avg,
|
|
'avg_minutes': avg_mins,
|
|
'avg_time': _fmt_minutes(avg_mins),
|
|
'issues_flagged': issues_map.get(u.id, 0),
|
|
'follow_ups': followups_map.get(u.id, 0),
|
|
'facilities': t.get('facilities', 0),
|
|
})
|
|
|
|
inspector_stats.sort(key=lambda x: (x['avg_score'] is None, -(x['avg_score'] or 0)))
|
|
|
|
_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:
|
|
if s['avg_score'] is not None and team_avg_score is not None:
|
|
s['vs_avg'] = round(s['avg_score'] - team_avg_score, 1)
|
|
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
|
|
trend_data = []
|
|
recent_inspections = []
|
|
|
|
if selected_id:
|
|
selected_inspector = db.session.get(User, selected_id)
|
|
if selected_inspector and selected_inspector.role == 'inspector':
|
|
selected_kpis = next((s for s in inspector_stats if s['id'] == selected_id), None)
|
|
|
|
trend_rows = db.session.query(
|
|
func.date(Inspection.inspection_date).label('day'),
|
|
func.avg(Inspection.overall_score).label('avg'),
|
|
func.count(Inspection.id).label('count'),
|
|
).filter(
|
|
Inspection.inspector_id == selected_id,
|
|
Inspection.inspection_date >= start,
|
|
Inspection.inspection_date <= end,
|
|
Inspection.status == 'completed',
|
|
Inspection.overall_score.isnot(None),
|
|
).group_by(func.date(Inspection.inspection_date))\
|
|
.order_by(func.date(Inspection.inspection_date)).all()
|
|
|
|
trend_data = [
|
|
{'day': str(r.day), 'avg': round(float(r.avg), 2), 'count': r.count}
|
|
for r in trend_rows
|
|
]
|
|
|
|
recent_inspections = (
|
|
Inspection.query
|
|
.options(
|
|
joinedload(Inspection.facility),
|
|
joinedload(Inspection.area),
|
|
joinedload(Inspection.template),
|
|
)
|
|
.filter(
|
|
Inspection.inspector_id == selected_id,
|
|
Inspection.inspection_date >= start,
|
|
Inspection.inspection_date <= end,
|
|
)
|
|
.order_by(Inspection.inspection_date.desc())
|
|
.limit(20)
|
|
.all()
|
|
)
|
|
|
|
return render_template('reports/inspector_performance.html',
|
|
start=start, end=end,
|
|
inspector_stats=inspector_stats,
|
|
team_avg_score=team_avg_score,
|
|
selected_inspector=selected_inspector,
|
|
selected_kpis=selected_kpis,
|
|
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}"'},
|
|
) |