Formated Client & Subctr Report

app/routes/engineering_master_routes.py

@@ -57,7 +57,7 @@ def client_edit_rate(rate_id):
 
         if result["success"]:
             flash(result["message"], "success")
-            return redirect(url_for("engineering.client_rate_master"))
+            return redirect(url_for("engineering.client-rate"))
 
         flash(result["message"], "danger")
 
@@ -75,7 +75,7 @@ def client_edit_rate(rate_id):
 def client_delete_rate(rate_id):
     ClientRateService.delete_rate(rate_id)
     flash("Rate deleted successfully.", "success")
-    return redirect(url_for("engineering.client_rate_master"))
+    return redirect(url_for("engineering.client-rate"))
 
 
 

app/routes/file_report.py

@@ -1,5 +1,6 @@
 import pandas as pd
 import io
+from datetime import datetime
 from flask import Blueprint, render_template, request, send_file, flash, jsonify,redirect, url_for
 from app.utils.helpers import login_required
 from app.utils.regex_utils import RegularExpression
@@ -187,6 +188,119 @@ def render_table_or_empty(df, model_key, table_class, raw_fields=None):
     return html
 
 
+# ---------------- EXCEL SHEET FORMATTING (Tr.Ex / Mh.Ex / MH & DC / Pipe Laying) ----------------
+
+SHEET_TITLES = {
+    "Tr.Ex": "TRENCH EXCAVATION",
+    "Mh.Ex": "MANHOLE EXCAVATION",
+    "MH & DC": "MANHOLE DOMESTIC CHAMBER",
+    "Pipe Laying": "PIPE LAYING",
+}
+
+
+def format_detail_sheet(workbook, worksheet, df, sheet_name, contractor_name="", ra_bill_no="", report_date=""):
+    """
+    Writes an info line (Category / Contractor / RA Bill No / Date) at the
+    top, followed by a bold/bordered table with sensible column widths
+    and a frozen header row.
+
+    Assumes df.to_excel(..., startrow=1) already wrote the header at row 1
+    and the data starting at row 2 - this function overwrites those rows
+    with formatting and fills in row 0 with the info line.
+    """
+    if df.empty:
+        return
+
+    header_format = workbook.add_format({
+        "bold": True,
+        "bg_color": "#D9EAD3",
+        "border": 1,
+        "align": "center",
+        "valign": "vcenter",
+        "text_wrap": True
+    })
+
+    text_format = workbook.add_format({
+        "border": 1,
+        "valign": "vcenter"
+    })
+
+    number_format = workbook.add_format({
+        "border": 1,
+        "valign": "vcenter",
+        "num_format": "#,##0.00"
+    })
+
+    n_rows, n_cols = df.shape
+    header_row = 1  # matches startrow=1 used in df.to_excel()
+
+    # -----------------------------------------------------
+    # INFO LINE (row 0) - separate cells, not one merged block,
+    # so each field (RA Bill No, Date, etc.) can be clicked/copied
+    # on its own. Always starts at column 0, so position is
+    # consistent regardless of how many table columns exist.
+    # -----------------------------------------------------
+    last_col = max(n_cols - 1, 0)
+    report_title = SHEET_TITLES.get(sheet_name, sheet_name.upper())
+
+    label_format = workbook.add_format({"bold": True})
+    value_format = workbook.add_format({})
+
+    info_fields = [("Category:", report_title)]
+
+    # Client reports don't have a single contractor (data can span
+    # multiple subcontractors), so this field is only shown when a
+    # contractor name is actually passed in (Subcontractor report).
+    if contractor_name:
+        info_fields.append(("Contractor:", contractor_name))
+
+    info_fields.append(("RA Bill No:", ra_bill_no or "All"))
+    info_fields.append(("Date:", report_date))
+
+    col = 0
+    for label, value in info_fields:
+        worksheet.write(0, col, label, label_format)
+        worksheet.write(0, col + 1, value, value_format)
+        col += 3  # leave one blank column as a visual gap before next field
+
+    # Fill any remaining columns on row 0 with a blank bordered cell so
+    # the row reads cleanly if the sheet is wider than the info fields.
+    if last_col > col:
+        worksheet.write_blank(0, col, None)
+
+    # -----------------------------------------------------
+    # TABLE HEADER (row 1) - re-write with formatting
+    # -----------------------------------------------------
+    for col_idx, col_name in enumerate(df.columns):
+        worksheet.write(header_row, col_idx, col_name, header_format)
+
+    # -----------------------------------------------------
+    # TABLE BODY (rows 2+) - borders / number formatting
+    # -----------------------------------------------------
+    for row_idx in range(n_rows):
+        for col_idx, col_name in enumerate(df.columns):
+            value = df.iat[row_idx, col_idx]
+
+            if pd.isna(value):
+                worksheet.write(header_row + 1 + row_idx, col_idx, "", text_format)
+            elif isinstance(value, (int, float)):
+                worksheet.write_number(header_row + 1 + row_idx, col_idx, float(value), number_format)
+            else:
+                worksheet.write(header_row + 1 + row_idx, col_idx, str(value), text_format)
+
+    # Auto width columns based on header + content length
+    for col_idx, col_name in enumerate(df.columns):
+        max_len = len(str(col_name))
+        if n_rows:
+            col_values = df.iloc[:, col_idx].astype(str)
+            content_max = col_values.map(len).max()
+            max_len = max(max_len, content_max)
+        worksheet.set_column(col_idx, col_idx, min(max_len + 4, 30))
+
+    worksheet.freeze_panes(header_row + 1, 1)
+    worksheet.set_row(header_row, 30)
+
+
 # ---------------- FETCH ----------------
 class SubcontractorBill:
     def __init__(self):
@@ -565,6 +679,16 @@ def report_file():
         # DOWNLOAD EXCEL
         # ===================================================
         if action in ["excel", "excel_all"]:
+
+            # Look up the contractor's real name once, up front, so it can
+            # be shown in the title block of every sheet.
+            sc_obj = next(
+                (s for s in subcontractors if str(s.id) == str(subcontractor_id)),
+                None
+            )
+            contractor_display_name = sc_obj.subcontractor_name if sc_obj else ""
+            report_date = datetime.now().strftime("%d-%b-%Y")
+
             output = io.BytesIO()
 
             with pd.ExcelWriter(output,engine="xlsxwriter") as writer:
@@ -572,7 +696,6 @@ def report_file():
                 abstract = AbstractReportService(subcontractor_id=subcontractor_id,ra_bill_no=ra_bill_no)
                 abstract.generate(workbook)
 
-             
                 sheet_map = [
                     (bill.df_tr, "Tr.Ex"),
                     (bill.df_mh, "Mh.Ex"),
@@ -581,17 +704,24 @@ def report_file():
                 ]
                 for df, sheet_name in sheet_map:
                     if not df.empty:
-                        df.to_excel(writer, sheet_name=sheet_name, index=False)
+                        # Use a copy for the export only - bill.df_tr etc. still
+                        # need the real "Id" column later for the Edit/Delete
+                        # buttons on the web preview table.
+                        export_df = df.drop(columns=["Id"], errors="ignore").copy()
+                        export_df.insert(0, "Sr No", range(1, len(export_df) + 1))
+
+                        export_df.to_excel(writer, sheet_name=sheet_name, index=False, startrow=1)
+                        worksheet = writer.sheets[sheet_name]
+                        format_detail_sheet(
+                            workbook, worksheet, export_df, sheet_name,
+                            contractor_name=contractor_display_name,
+                            ra_bill_no=ra_bill_no,
+                            report_date=report_date
+                        )
                 writer.close()
             output.seek(0)
 
-           
+            sc_name = re.sub(r'[^A-Za-z0-9_-]+', '_', contractor_display_name or "Subcontractor").strip('_')
-            sc_obj = next(
-                (s for s in subcontractors if str(s.id) == str(subcontractor_id)),
-                None
-            )
-            sc_name = sc_obj.subcontractor_name if sc_obj else "Subcontractor"
-            sc_name = re.sub(r'[^A-Za-z0-9_-]+', '_', sc_name).strip('_')
 
             name_parts = [sc_name]
 
@@ -820,22 +950,52 @@ def client_report():
         # -------- DOWNLOAD --------
         if action == "download":
 
+            report_date = datetime.now().strftime("%d-%b-%Y")
+
             output = io.BytesIO()
 
             with pd.ExcelWriter(output, engine="xlsxwriter") as writer:
                 workbook = writer.book
                 abstract_service.generate(workbook)
 
-                bill_gen.df_tr.to_excel(writer, index=False, sheet_name="Tr.Ex")
+                sheet_map = [
-                bill_gen.df_mh.to_excel(writer, index=False, sheet_name="Mh.Ex")
+                    (bill_gen.df_tr, "Tr.Ex"),
-                bill_gen.df_dc.to_excel(writer, index=False, sheet_name="MH & DC")
+                    (bill_gen.df_mh, "Mh.Ex"),
-                bill_gen.df_laying.to_excel(writer, index=False, sheet_name="Pipe Laying")
+                    (bill_gen.df_dc, "MH & DC"),
+                    (bill_gen.df_laying, "Pipe Laying"),
+                ]
+                for df, sheet_name in sheet_map:
+                    if not df.empty:
+                        # Use a copy for the export only, same as the
+                        # Subcontractor report, so the formatted sheet gets
+                        # a clean "Sr No" column instead of the raw Id.
+                        export_df = df.drop(columns=["Id"], errors="ignore").copy()
+                        export_df.insert(0, "Sr No", range(1, len(export_df) + 1))
+
+                        export_df.to_excel(writer, sheet_name=sheet_name, index=False, startrow=1)
+                        worksheet = writer.sheets[sheet_name]
+                        format_detail_sheet(
+                            workbook, worksheet, export_df, sheet_name,
+                            contractor_name="",
+                            ra_bill_no=RA_Bill_No,
+                            report_date=report_date
+                        )
 
             output.seek(0)
 
+            filename_parts = [f"Client_RA_{re.sub(r'[^A-Za-z0-9_-]+', '_', RA_Bill_No)}"]
+
+            if location:
+                filename_parts.append(re.sub(r'[^A-Za-z0-9_-]+', '_', location).strip('_'))
+
+            if category and category != "all":
+                filename_parts.append(category.upper())
+
+            filename = "_".join(filename_parts) + "_Report.xlsx"
+
             return send_file(
                 output,
-                download_name=f"Client_RA_{RA_Bill_No}_Report.xlsx",
+                download_name=filename,
                 as_attachment=True
             )
 

app/templates/subcontractor_dashboard.html

@@ -142,21 +142,11 @@
                                 <tr>
                                     <th>Sr No</th>
                                     <th>Strata Type & Depth</th>
-
                                     <th class="text-end">Client Qty</th>
-                                    <th class="text-end">Client Rate</th>
-                                    <th class="text-end">Client Amount</th>
-
                                     <th class="text-end">Sub Contractor Qty</th>
-                                    <th class="text-end">Sub Rate</th>
+                                    <th class="text-end">Difference</th>
-                                    <th class="text-end">Sub Amount</th>
-
-                                    <th class="text-end">Qty Difference</th>
-                                    <th class="text-end">Rate Difference</th>
-                                    <th class="text-end">Amount Difference</th>
                                 </tr>
                             </thead>
-
                             <tbody></tbody>
                         </table>
                     </div>
@@ -172,11 +162,13 @@
 <script src="https://code.jquery.com/jquery-3.7.1.min.js"></script>
 
 <script>
+
     let barChart;
     let raBillChoice;
 
     /* Load RA Bills */
     function loadRABills(){
+
         let subcontractor = document.getElementById("subcontractor").value
         let category = document.getElementById("category").value
 
@@ -184,21 +176,30 @@
             return;
 
         if (!subcontractor || !category) {
+
             raBillChoice.clearStore();
+
             return;
         }
 
         fetch(`/dashboard/api/get-ra-bills?subcontractor=${subcontractor}&category=${category}`)
         .then(res => res.json())
         .then(data => {
+
             raBillChoice.clearStore();
+
             let choices = [];
 
             data.ra_bills.forEach(function(bill){
+
                 choices.push({
+
                     value: bill,
+
                     label: bill
+
                 });
+
             });
 
             raBillChoice.setChoices(
@@ -207,6 +208,7 @@
                 "label",
                 true
             );
+
         });
 
     }
@@ -325,87 +327,38 @@
     }
 
        /* TABLE */
-    function drawTable(data) {
+    function drawTable(data){
-        let html = "";
-        for (let i = 0; i < data.labels.length; i++) {
 
+        let html='';
+        for(let i=0;i<data.labels.length;i++){
             const clientQty = Number(data.client_qty[i] || 0);
             const subQty = Number(data.sub_qty[i] || 0);
+            const diff = clientQty - subQty;
 
-            const clientRate = Number(data.client_rate[i] || 0);
+            html+=`
-            const subRate = Number(data.sub_rate[i] || 0);
+            <tr>
+                <td class="text-center">${i + 1}</td>
+                <td>${data.labels[i]}</td>
+                <td class="text-end">${data.client_qty[i]}</td>
+                <td class="text-end">${data.sub_qty[i]}</td>
+                <td class="text-end fw-bold ${diff >= 0 ? 'text-success' : 'text-danger'}">${diff.toFixed(2)}</td>
+            </tr>
 
-            const clientAmount = Number(data.client_amount[i] || 0);
-            const subAmount = Number(data.sub_amount[i] || 0);
-
-            const qtyDiff = Number(data.qty_difference[i] || 0 );
-            const rateDiff = Number(data.rate_difference[i] || 0 );
-            const amountDiff = Number(data.amount_difference[i] || 0 );
-
-            html += `
-                <tr>
-                    <td class="text-center">
-                        ${i + 1}
-                    </td>
-
-                    <td>
-                        ${data.labels[i]}
-                    </td>
-
-                    <!-- CLIENT -->
-                    <td class="text-end">
-                        ${clientQty.toFixed(2)}
-                    </td>
-
-                    <td class="text-end">
-                        ₹ ${clientRate.toFixed(2)}
-                    </td>
-
-                    <td class="text-end fw-bold">
-                        ₹ ${clientAmount.toFixed(2)}
-                    </td>
-
-                    <!-- SUBCONTRACTOR -->
-                    <td class="text-end">
-                        ${subQty.toFixed(2)}
-                    </td>
-
-                    <td class="text-end">
-                        ₹ ${subRate.toFixed(2)}
-                    </td>
-
-                    <td class="text-end fw-bold">
-                        ₹ ${subAmount.toFixed(2)}
-                    </td>
-
-                    <!-- DIFFERENCES -->
-                    <td class="text-end fw-bold 
-                        ${qtyDiff >= 0 ? 'text-success' : 'text-danger'}">
-                        ${qtyDiff.toFixed(2)}
-                    </td>
-
-                    <td class="text-end fw-bold 
-                        ${rateDiff >= 0 ? 'text-success' : 'text-danger'}">
-                        ₹ ${rateDiff.toFixed(2)}
-                    </td>
-
-                    <td class="text-end fw-bold 
-                        ${amountDiff >= 0 ? 'text-success' : 'text-danger'}">
-                        ₹ ${amountDiff.toFixed(2)}
-                    </td>
-                </tr>
             `;
+
         }
 
-        document.querySelector(
+        document.querySelector("#resultTable tbody").innerHTML = html;
-            "#resultTable tbody"
+
-        ).innerHTML = html;
     }
 
     /* EVENTS */
     document.getElementById("subcontractor").addEventListener("change", loadRABills);
+
     document.getElementById("category").addEventListener("change", loadRABills);
+
     document.getElementById("searchBtn").addEventListener("click", loadDashboard);
+
     document.getElementById("resetBtn").addEventListener("click", function () {location.reload();});
 
     document.addEventListener("DOMContentLoaded", function () {