def toelichting_block(toelichtingen):
if not toelichtingen:
return
toelichting_grid = Grid(cols=2)
for t in toelichtingen:
toelichting_grid.add_row([TextBlock(t[0], style=BOLD), TextBlock(t[1], style=ITALIC)])
return VBlock([TextBlock(f'Toelichting', style=BOLD), toelichting_grid])
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 planning_chart():
# Vulling van de planning uit de planning database
vulling = vulling_van_de_planning()
if not vulling:
return TextBlock("Kon de planning niet ophalen", color=RED)
xy_values = [{"x": a["monday"], "y": a["filled"]} for a in vulling]
return VBlock([
TextBlock("Planning", MID_SIZE),
TextBlock(
f"Percentage gevuld met niet interne projecten<br/>de komende {len(xy_values)} weken.",
color=GRAY,
),
ScatterChart(
xy_values,
ChartConfig(
width=250,
height=150,
colors=["#6666cc", "#ddeeff"],
x_type="int",
min_x_axis=xy_values[0]["x"],
max_x_axis=xy_values[-2]["x"],
min_y_axis=0,
max_y_axis=100,
),
),
])
def add_normal_row(title, value, shift=False, value_color=None):
row = [TextBlock(title)]
value_text = TextBlock(value, text_format='.', color=value_color)
if shift:
row += ['', value_text]
else:
row += [value_text, '']
grid.add_row(row)
def add_subtotal_row(title, value, style=TOPLINE):
grid.add_row(
[
TextBlock(title, style=BOLD),
'',
TextBlock(value, text_format='.', style=BOLD),
],
styles=['', style, style],
)
def add_subtotal_row(title, subtotal, style=TOPLINE):
grid.add_row(
[
TextBlock(title, style=BOLD),
'',
TextBlock(subtotal[0], text_format='.', style=BOLD),
'',
'',
TextBlock(subtotal[1], text_format='.', style=BOLD, color="GRAY"),
],
styles=['', style, style, '', style, style],
)
def operations_block():
return VBlock([
TextBlock("Operations", HEADER_SIZE),
TextBlock("KPI's", MID_SIZE),
HBlock([kpi_block(verbose=False)], link="operations.html", padding=40),
TextBlock(""), # Todo: verticale marge mogelijk maken
operations_chart(),
TextBlock(""), # Todo: verticale marge mogelijk maken
# billable_chart(),
corrections_block(),
planning_chart(),
])
def error_block():
errs = log.get_errors()
if not errs:
return None
error_lines = [
TextBlock(
f'<b>{err["file"]}, {err["function"]}</b><br/>{err["message"]}',
DEF_SIZE,
width=260,
color=RED,
) for err in errs
]
return VBlock([TextBlock("Errors", MID_SIZE)] + error_lines)
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 travelbase_block():
bookings = get_bookings_per_week(booking_type="bookings",
only_complete_weeks=True)
if not isinstance(bookings, pd.DataFrame):
return TextBlock("Kon boekingen niet ophalen", color=RED)
legend = ", ".join(
[f"{brand}: {int(bookings[brand].sum())}" for brand in BRANDS])
return VBlock(
[
TextBlock("Travelbase", MID_SIZE),
TextBlock("Aantal boekingen per week", color=GRAY),
travelbase_scatterchart(bookings, 250, 180),
TextBlock(legend),
],
link="travelbase.html",
)
def finance_block():
return VBlock([
TextBlock("Finance", HEADER_SIZE),
omzet_chart(),
debiteuren_block(),
cash_block(),
])
def add_normal_row(title, result):
grid.add_row(
[
TextBlock(title),
TextBlock(result[0], text_format='.'),
'',
'',
TextBlock(result[1], text_format='.', color="GRAY"),
'',
]
)
if toelichting_sheet:
toelichting = toelichting_sheet[title, 'Toelichting']
if toelichting:
b = toelichtingen # zeer merkwaardige constructie maar krijg een foutmelding als ik direct iets toevoeg aan toelichtingen
b += [(title, toelichting)]
def omzet_chart():
# Behaalde omzet per week
return VBlock(
[
TextBlock('Omzet'),
TextBlock("per week, laatste 6 maanden...", DEF_SIZE, color=GRAY),
TrendLines().chart(
"omzet_per_week",
250,
150,
x_start=months_ago(6),
min_y_axis=0,
max_y_axis=80000,
),
],
link="billable.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 hr_block():
return VBlock([
TextBlock("HR", HEADER_SIZE),
team_block(),
tevredenheid_block(),
verzuim_block(),
# vakantiedagen_block(),
error_block(),
])
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 cash_block():
return VBlock([
TextBlock("Cash", MID_SIZE),
TrendLines().chart("cash",
250,
150,
min_y_axis=0,
x_start=months_ago(6)),
])
def corrections_block():
weeks_back = 4
interesting_correction = 8
period = Period(Day().plus_weeks(-weeks_back))
def corrections_percentage_coloring(value):
return dependent_color(value, red_treshold=5, green_treshold=3)
def project_link(_, fullline):
return f"https://oberon.simplicate.com/projects/{fullline[0]}/hours"
result = VBlock(
[
TextBlock("Correcties", MID_SIZE),
HBlock(
[
TextBlock(
corrections_percentage(period),
MID_SIZE,
text_format="%",
color=corrections_percentage_coloring,
),
TextBlock(
f"correcties op uren van<br/> week {period.fromday.week_number()} "
+
f"tot en met week {period.fromday.week_number() + weeks_back - 1}.",
color=GRAY,
),
],
padding=70,
),
Table(
largest_corrections(interesting_correction, period),
TableConfig(
headers=[],
aligns=["left", "left", "right"],
hide_columns=[0],
row_linking=project_link,
),
),
],
link="corrections.html",
)
return result
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 add_subtotal_row(title, subtotal, budget=None, style=TOPLINE):
if budget:
budget_month = TextBlock(budget[0], text_format='.', color=GRAY, style=BOLD)
budget_ytd = TextBlock(budget[1], text_format='.', color=GRAY, style=BOLD)
else:
budget_month, budget_ytd = 0, 0
grid.add_row(
[
TextBlock(title, style=BOLD),
'',
TextBlock(subtotal[0], text_format='.', style=BOLD),
budget_month,
'',
'',
TextBlock(subtotal[1], text_format='.', style=BOLD),
budget_ytd,
],
styles=['', style, style, '', '', style, style, ''],
)
def hours_block(year, month):
month_names = []
data = []
for m in range(month):
month_names += [TextBlock(MAANDEN[m])]
fromday = Day(year, m + 1, 1)
untilday = fromday.plus_months(1)
period = Period(fromday, untilday)
data += [HoursData(period)]
headers = month_names + ['', 'YTD']
curyear = datetime.datetime.today().strftime('%Y')
total_period = Period(curyear + '-01-01')
data += [None, HoursData(total_period)]
grid = kpi_grid(headers, data)
chart = None
if month >= 3: # Voor maart heeft een grafiekje niet veel zin
chart = BarChart(
[d.omzet
for d in data[:-2]], # -2 is lelijk maar haalt de total col eraf
ChartConfig(
width=60 * month,
height=150,
colors=['#ddeeff'],
bottom_labels=[MAANDEN[m] for m in range(month)],
y_axis_max_ticks=5,
),
)
return VBlock([
TextBlock('Billable uren', MID_SIZE),
TextBlock(
'''Beschikbare uren zijn alle uren die we hebben na afrek van vrije dagen en verzuim.<br/>
Klant uren zijn alle uren besteed aan werk voor klanten. <br/>
Billable uren is wat er over is na correcties. <br/>
Omzet is de omzet gemaakt in die uren.''',
color=GRAY,
),
grid,
VBlock([TextBlock('Omzet op uren per maand'), chart],
css_class="no-print"),
])
def team_block():
fte = aantal_fte()
# fte_begroot = aantal_fte_begroot()
fte_color = BLACK # dependent_color(fte_begroot - fte, 1, -1)
return VBlock([
TextBlock("Team", MID_SIZE),
HBlock([
VBlock([
TextBlock("Aantal mensen", DEF_SIZE, padding=5, color=GRAY),
TextBlock(aantal_mensen(), MID_SIZE, text_format=".5"),
]),
VBlock([
TextBlock("Aantal FTE", DEF_SIZE, padding=5, color=GRAY),
TextBlock(fte, MID_SIZE, color=fte_color, text_format=".5"),
# TextBlock('Begroot', defsize, padding=5, color=GRAY),
# TextBlock(fte_begroot, midsize, color=GRAY, format='.5'),
]),
]),
])
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 verzuim_block():
period = Period(Day().plus_months(-3))
verzuim = verzuimpercentage(period)
verzuim_color = dependent_color(verzuim, 3, 1.5)
return VBlock(
[
TextBlock("Verzuim", MID_SIZE),
TextBlock("Verzuimpercentage de laatste 3 maanden",
DEF_SIZE,
color=GRAY),
TextBlock(
verzuim,
MID_SIZE,
text_format="%1",
color=verzuim_color,
tooltip=
"Gemiddeld bij DDA in 2019: 3.0%. Groen bij 1,5%, rood bij 3%",
),
],
link="absence.html",
)
def klanten_block():
klanten = VBlock(
[
TextBlock("Klanten", MID_SIZE),
TextBlock("Top 3 klanten laatste 6 maanden",
DEF_SIZE,
padding=10,
color=GRAY),
Table(
top_x_klanten_laatste_zes_maanden(3),
TableConfig(
headers=[],
aligns=["left", "right", "right"],
formats=["", "€", "%"],
totals=[0, 0, 1],
),
),
],
link="clients.html",
)
return klanten
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 billable_chart():
months_back = 3
return VBlock([
TextBlock(
f"Billable, hele team, laatste {months_back} maanden",
DEF_SIZE,
color=GRAY,
),
TrendLines().chart("billable_hele_team",
250,
150,
x_start=months_ago(months_back)),
])
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 add_normal_row(title, result, budget=None):
if budget:
budget_month = TextBlock(budget[0], text_format='.', color=GRAY)
budget_ytd = TextBlock(budget[1], text_format='.', color=GRAY)
else:
budget_month, budget_ytd = 0, 0
grid.add_row(
[
TextBlock(title),
TextBlock(result[0], text_format='.'),
'',
budget_month,
'',
TextBlock(result[1], text_format='.'),
'',
budget_ytd,
]
)
if toelichting_sheet:
toelichting = toelichting_sheet[title, 'Toelichting']
if toelichting:
b = toelichtingen # zeer merkwaardige constructie maar krijg een foutmelding als ik direct iets toevoeg aan toelichtingen
b += [(title, toelichting)]
