def render_vrije_dagen_page(output_folder: Path):
table = VBlock([
Table(
vrije_dagen_overzicht(),
TableConfig(
headers=[
'Naam', 'Vorig jaar', 'Dit jaar nieuw',
'Dit jaar beschikbaar', 'Totaal', 'Pool'
],
aligns=['left', 'right', 'right', 'right', 'right', 'right'],
formats=['', '.5', '.5', '.5', '.5', '.5'],
totals=[0, 0, 0, 0, 0, 1],
),
),
])
page = Page([
TextBlock('Vrije dagen', HEADER_SIZE),
table,
TextBlock(
f'Pool = Dagen van vorig jaar + Dagen dit jaar * deel van het jaar dat is geweest ({fraction_of_the_year_past()*100:.0f}%).'
),
])
page.render(output_folder / 'freedays.html')
def render_onderhanden_werk_page(output_folder: Path):
day = Day()
page = Page([
TextBlock(f'Onderhanden werk per {day.strftime("%d/%m")}',
HEADER_SIZE),
onderhanden_werk_list(day)
])
page.render(output_folder / 'onderhanden.html')
def render_dashboard(output_folder):
page = Page([
HBlock([
commerce_block(),
operations_block(),
finance_block(),
hr_block()
])
])
page.render(output_folder / "dashboard.html")
def render_billable_page(output_folder: Path):
users = sorted(tuple_of_productie_users())
fromday = Day().plus_months(-6)
period = Period(fromday)
cols = 3
rows = len(users) // cols + 1
grid = Grid(rows, cols)
row = 0
col = 0
for user in users:
labels, hours = billable_trend_person_week(user, period) # {weekno: hours} dict
hours_data = HoursData(period, [user])
chart = BarChart(
hours,
ChartConfig(
width=400,
height=220,
colors=['#ddeeff'],
bottom_labels=labels,
max_y_axis=40,
y_axis_max_ticks=5,
),
)
user_block = VBlock(
[
TextBlock(
f'{user} {hours_data.effectivity():.0f}% / {hours_data.billable_perc():.0f}%', font_size=MID_SIZE
),
chart,
]
)
grid.set_cell(row, col, user_block)
col += 1
if col == cols:
col = 0
row += 1
page = Page(
[
TextBlock('Billable uren', HEADER_SIZE),
TextBlock(
'Billable uren per week het afgelopen halfjaar.<br/><br/>'
+ 'Grafiek toont uren gewerkt op billable projecten zonder rekening te houden met correcties.<br/>'
+ 'Percentages zijn effectiviteit en billable.',
color="gray",
),
grid,
]
)
page.render(output_folder / 'billable.html')
def render_verzuim_page(output_folder: Path):
timesheet = Timesheet()
months = 3
period = Period(Day().plus_months(-months))
table = VBlock([
Table(
verzuim_list(period),
TableConfig(
headers=["Naam", "Dag", "soort", "Dagen"],
aligns=["left", "left", "left", "right"],
formats=[
"",
"",
"",
".5",
],
totals=[0, 0, 0, 1],
),
),
])
verzuim = verzuimpercentage(period)
verzuim_color = dependent_color(verzuim, 3, 1.5)
page = Page([
TextBlock("Verzuim", HEADER_SIZE),
TextBlock(f"De afgelopen {months} maanden", color=GRAY),
HBlock([
VBlock([
TextBlock("Geboekte uren", DEF_SIZE, color="gray", padding=5),
TextBlock("Verzuim uren", DEF_SIZE, color="gray"),
TextBlock("Verzuimopercentage", DEF_SIZE, color="gray"),
]),
VBlock([
TextBlock(
timesheet.normal_hours(period),
DEF_SIZE,
text_format=".",
padding=5,
),
TextBlock(timesheet.absence_hours(period),
DEF_SIZE,
text_format="."),
TextBlock(verzuim, verzuim_color, text_format="%1"),
]),
]),
table,
])
page.render(output_folder / "absence.html")
def render_maandrapportage_page(monthly_folder, output_folder: Path):
lines = []
files = sorted(
[f for f in monthly_folder.iterdir() if f.suffix == '.html'])
for file in files:
month_num = int(file.stem.split('_')[1])
htmlpath = monthly_folder / file
pdfpath = os.path.relpath(htmlpath.with_suffix('.pdf'),
start=output_folder)
htmlpath = os.path.relpath(htmlpath, start=output_folder)
lines += [
HBlock([
TextBlock(MAANDEN[month_num - 1], url=htmlpath),
TextBlock('pdf', url=pdfpath)
])
]
page = Page([TextBlock('Maandrapportages', HEADER_SIZE)] + lines)
page.render(output_folder / 'maandrapportages.html')
def render_resultaat_vergelijking_page():
omzet = VBlock([
TextBlock('Omzet vergelijking', MID_SIZE),
LineChart(
[
omzet_per_maand(),
omzet_begroot_per_maand(),
omzet_vorig_jaar_per_maand()
],
ChartConfig(
width=900,
height=600,
labels=[
"Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug",
"Sep", "Oct", "Nov", "Dec"
],
colors=['#4285f4', '#f4b400', '#db4437'],
bottom_labels=['Omzet', 'Omzet begroot', 'Omzet vorig jaar'],
),
),
])
winst = VBlock([
TextBlock('Winst vergelijking', MID_SIZE),
LineChart(
[
winst_per_maand(),
winst_begroot_per_maand(),
winst_vorig_jaar_per_maand()
],
ChartConfig(
width=900,
height=600,
labels=MAANDEN,
colors=['#4285f4', '#f4b400', '#db4437'],
bottom_labels=['Winst', 'Winst begroot', 'Winst vorig jaar'],
),
),
])
page = Page([TextBlock('Resultaat', HEADER_SIZE), VBlock([omzet, winst])])
page.render('output/resultaat_vergelijking.html')
def render_travelbase_page(output_folder):
bookings = get_bookings_per_week(booking_type='bookings')
if not isinstance(bookings, pd.DataFrame):
return # An error occurred, no use to proceed
totals = [(brand, bookings[brand].sum()) for brand in BRANDS]
totals_table = Table(
totals,
TableConfig(aligns=['left', 'right'], formats=['', '0'], totals=[0,
1]))
page = Page([
TextBlock('Travelbase', HEADER_SIZE),
TextBlock(
'Aantal boekingen per week. Weken lopen van maandag t/m zondag.',
color='gray'),
bar_chart(bookings, 600, 400),
totals_table,
])
page.render(output_folder / 'travelbase.html')
def render_operations_page(output_folder: Path, year: int = None):
weeks = 20
if year:
# Use given year. Create page with year name in it
html_page = f'operations {year}.html'
else:
# Use the current year (default)
year = int(datetime.datetime.today().strftime('%Y'))
html_page = 'operations.html'
total_period = Period(f'{year}-01-01', f'{year + 1}-01-01')
page = Page([
TextBlock('Operations KPI'
's', HEADER_SIZE),
TextBlock(
f"Belangrijkste KPI's per week de afgelopen {weeks} weken",
color="gray",
),
kpi_block(weeks=weeks, total_period=total_period, total_title='YTD'),
])
page.render(output_folder / html_page)
def render_maandrapportage(output_folder, year, month):
yuki_result = YukiResult(year, month)
page = Page([
VBlock([
TextBlock(f'Maandrapportage {MAANDEN[month - 1].lower()}, {year}',
HEADER_SIZE),
hours_block(year, month),
profit_and_loss_block(yuki_result, year, month),
balance_block(yuki_result, year, month),
# HBlock([cash_block(), debiteuren_block()]),
cashflow_analysis_block(yuki_result, year, month),
])
])
htmlpath = output_folder / f'{year}_{month:02}.html'
page.render(htmlpath, template='maandrapportage.html')
# Generate PDF
pdfpath = htmlpath.with_suffix('.pdf')
options = {"enable-local-file-access": None}
pdfkit.from_file(str(htmlpath), str(pdfpath), options=options)
def render_debiteuren_page(output_folder: Path):
debiteuren = debiteuren_leeftijd_analyse()
if not isinstance(debiteuren, pd.DataFrame):
return # Error occurred, no use to proceed
page = Page([
TextBlock('Debiteuren', HEADER_SIZE),
Table(
debiteuren,
TableConfig(
headers=[
'klant', 'openstaand', '<30 dg', '30-60 dg', '60-90 dg',
'> 90 dg'
],
aligns=['left', 'right', 'right', 'right', 'right', 'right'],
formats=['', '.', '.', '.', '.', '.'],
totals=[0, 1, 1, 1, 1, 1],
row_linking=lambda line, value:
'https://oberview.oberon.nl/facturen/openstaand',
),
),
])
page.render(output_folder / 'debiteuren.html')
def render_sales_page(output_folder: Path):
sales_trajecten = VBlock([
TextBlock('Actieve salestrajecten', MID_SIZE),
Table(
sales_waarde_details(),
TableConfig(
headers=[
'klant', 'project', 'grootte', 'kans', 'fase', 'waarde',
'bron'
],
aligns=[
'left', 'left', 'right', 'right', 'left', 'right', 'left'
],
formats=['', '', '€', '%', '', '€', ''],
totals=[0, 0, 1, 0, 0, 1, 0],
),
),
])
pijplijn = VBlock([
TextBlock('Werk in de pijplijn', MID_SIZE),
TextBlock('Moet uit Simplicate komen'),
# Table(
# werk_in_pijplijn_details(),
# TableConfig(
# headers=['klant', 'project', '% af', 'onderhanden', 'eigenaar'],
# aligns=['left', 'left', 'right', 'right', 'left'],
# formats=['', '', '%', '€', ''],
# totals=[0, 0, 0, 1, 0],
# ),
# ),
])
page = Page(
[TextBlock('Sales', HEADER_SIZE),
HBlock([sales_trajecten, pijplijn])])
page.render(output_folder / 'sales.html')
def render_productiviteit_page():
tables = HBlock([
Table(
productiviteit_overzicht(),
block_id='overzicht',
headers=[
'persoon',
'omzet',
'uren',
'per uur',
'geboekt',
'productief',
'% productief',
'billable',
'% billable',
],
aligns=[
'left', 'right', 'right', 'right', 'right', 'right', 'right',
'right', 'right'
],
formats=['', '€', '.', '€', '.', '.', '%', '.', '%'],
totals=[0, 1, 1, 0, 1, 1, 0, 1, 0],
)
])
for user in tuple_of_productie_users():
data = productiviteit_persoon(user)
target = user_target(user)
if target:
total = sum([row[3] for row in data])
perc = (total / user_target_now(user) - 1) * 100
percstr = do_format(perc, '+%')
targetstr = f'target: € {target:,.0f}'.replace(',', '.')
else:
targetstr = percstr = ''
tables.add_block(
Table(
data,
block_id='productiviteit_' + user,
headers=[user, targetstr, percstr, 'omzet', 'uren', 'per uur'],
aligns=['left', 'left', 'left', 'right', 'right', 'right'],
formats=['', '', '', '€', '.', '€'],
totals=[0, 0, 0, 1, 1, 0],
))
page = Page([
TextBlock('Productiviteit', HEADER_SIZE),
VBlock([TextBlock('Under construction', color='red'), tables])
])
page.add_onloadcode('make_users_clickable();')
page.render('output/productiviteit.html')
for user in tuple_of_productie_users():
productiviteit_table = Table(
productiviteit_persoon(user),
headers=[user, '', '', 'omzet', 'uren', 'per uur'],
aligns=['left', 'left', 'left', 'right', 'right', 'right'],
formats=['', '', '', '€', '.', '€'],
totals=[0, 0, 0, 1, 1, 0],
)
chartdata = [{
'x': rec['datum'].strftime('%Y-%m-%d'),
'y': rec['hours']
} for rec in billable_trend_person(user)]
chart = ScatterChart(400,
400,
values=chartdata,
color='#6666cc',
fill_color='#ddeeff',
y_start=0,
x_type='date')
page = Page([
TextBlock(f'Productiviteit {user}', HEADER_SIZE), chart,
productiviteit_table
])
page.render(f'output/productiviteit_{user}.html')
def render_resultaat_berekening(output_folder: Path):
page = Page([HBlock([winst_berekening_block()])])
page.render(output_folder / 'resultaat_berekening.html')
def render_winstgevendheid_page(output_folder: Path, period=None):
if period:
period_description = f'Van {period.fromday} tot {period.untilday}'
if not period:
period = Period(Day().plus_months(-12)) # Laatste 12 maanden
period_description = 'De laatste 12 maanden.'
client_data = winst_per_klant(period)
per_client = VBlock([
TextBlock('Per klant', MID_SIZE),
Table(
client_data,
TableConfig(
id="winst_per_klant",
headers=list(client_data.columns),
aligns=[
'left', 'right', 'right', 'right', 'right', 'right',
'right', 'right'
],
formats=['', '.', '€', '€', '€', '€', '€', '€'],
totals=[False, True, True, True, True, True, False, False],
),
),
])
project_data = winst_per_project(period)
per_project = VBlock([
TextBlock('Per project', MID_SIZE),
Table(
project_data,
TableConfig(
id="winst_per_project",
headers=list(project_data.columns),
aligns=[
'left', 'left', 'right', 'right', 'right', 'right',
'right', 'right', 'right'
],
formats=['', '', '.', '€', '€', '€', '€', '€', '€'],
totals=[
False, False, True, True, True, True, True, False, False
],
),
),
])
person_data = winst_per_persoon(period)
per_person = VBlock([
TextBlock('Per persoon (voorlopig)', MID_SIZE),
Table(
person_data,
TableConfig(
id="winst_per_persoon",
headers=list(person_data.columns),
aligns=['left', 'right', 'right', 'right'],
formats=['', '.', '€', '€'],
totals=[False, True, True, True],
),
),
])
page = Page([
TextBlock('Winstgevendheid', HEADER_SIZE),
TextBlock(
f'''{period_description} Uitgaande van een productiviteit van {PRODUCTIVITEIT * 100:.0f}%
en €{OVERIGE_KOSTEN_PER_FTE_PER_MAAND} per persoon per maand bureaukosten.''',
color=GRAY,
),
HBlock([per_client, per_project, per_person]),
])
page.render(output_folder / 'winstgevendheid.html')
return grid
def render_onderhanden_werk_page(output_folder: Path):
day = Day()
page = Page([
TextBlock(f'Onderhanden werk per {day.strftime("%d/%m")}',
HEADER_SIZE),
onderhanden_werk_list(day)
])
page.render(output_folder / 'onderhanden.html')
if __name__ == '__main__':
os.chdir('..')
load_cache()
days = [Day('2022-1-1'), Day()]
for test_day in days:
test_page = Page([
TextBlock(f'Onderhanden werk per {test_day.strftime("%d/%m")}',
HEADER_SIZE),
onderhanden_werk_list(test_day),
])
if test_day == Day():
test_page.render(get_output_folder() / 'onderhanden.html')
else:
test_page.render(get_output_folder() /
f'onderhanden{test_day}.html')
print(test_day, ohw_sum(test_day, minimal_intesting_value=1000))
def render_detailpage():
data = [[key, saved_cache[key]] for key in sorted(saved_cache.keys())]
page = Page([Table(data)])
page.render('output/details.html')