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_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 commerce_block():
minimal_interesting_amount = 20000
sales_waarde_value = sales_waarde()
top_sales = top_x_sales(minimal_amount=minimal_interesting_amount)
sales_waarde_color = dependent_color(sales_waarde_value, 250000, 350000)
commerce = VBlock([
TextBlock("Commerce", HEADER_SIZE),
TextBlock("Saleswaarde", MID_SIZE, padding=10),
TextBlock(
"Verwachte omzet maal kans van alle actieve<br/>salestrajecten.",
color=GRAY,
),
TextBlock(
sales_waarde_value,
HEADER_SIZE,
text_format="K",
color=sales_waarde_color,
tooltip="Som van openstaande trajecten<br/>maal hun kans.",
),
TrendLines().chart("sales_waarde",
250,
150,
min_y_axis=0,
x_start=months_ago(6)),
VBlock(
[
TextBlock(f"Top {len(top_sales)} sales kansen", MID_SIZE),
TextBlock(
f"Met een verwachte waarde van minimaal € {minimal_interesting_amount}.",
color=GRAY,
),
Table(
top_sales,
TableConfig(headers=[],
aligns=["left", "right"],
formats=["", "€"]),
),
],
link="sales.html",
),
# klanten_block()
travelbase_block(),
])
return commerce
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_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 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 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_detailpage():
data = [[key, saved_cache[key]] for key in sorted(saved_cache.keys())]
page = Page([Table(data)])
page.render('output/details.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_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')