summary report download code commit.

AppCode/DocumentHandler.py

@@ -2,6 +2,12 @@ import os
 from AppCode.Config import DBConfig
 from AppCode.FileHandler import FileHandler
 from werkzeug.utils import secure_filename
+from flask import Flask, render_template, request, redirect, url_for, send_from_directory, abort, flash,send_file
+import mysql.connector
+import pandas as pd
+import io
+from AppCode.YearGet import YearGet
+
 
 class DocumentHandler:
 
@@ -85,15 +91,129 @@ class DocumentHandler:
                 # """, (filename, filepath, file.filename.rsplit('.', 1)[1], year, stage))
 
 
-                cursor.callproc('InsertDocument', [
-                    filename,
-                    filepath,
-                    extension,
-                    year,
-                    stage
-                ])
+                cursor.callproc('InsertDocument', [ filename, filepath, extension, year, stage ])
 
             connection.commit()
             cursor.close()
             connection.close()
         # return redirect(url_for('view_documents'))
+
+
+    # Summary report 
+    def Summary_report(self, request):
+
+        dbconfig = DBConfig()
+        connection = dbconfig.get_db_connection()
+
+        year = request.args.get('year')
+
+        #  if not year get all year in list.  
+        if not year:
+            yearGetter = YearGet()
+            allYears = yearGetter.get_year_by_model("AllYearsInAllModel")
+            yearGetter.close()
+
+            return render_template(
+                'summary_reports.html',
+                years=allYears,
+                message="Please select a year to download."
+            )
+
+        # for excel 
+        try:
+            stages = {
+                "ITR": "itr",
+                "AO": "ao",
+                "CIT": "cit",
+                "ITAT": "itat",
+            }
+            # stages = ['itr', 'ao', 'cit', 'itat']
+            stage_data = {}
+
+            for stage_name, table_name in stages.items():
+                cursor = connection.cursor(dictionary=True)
+
+                cursor.callproc("sp_get_stage_data", [table_name, year])
+
+                for result in cursor.stored_results():
+                    rows = result.fetchall()
+
+                df = pd.DataFrame(rows) if rows else pd.DataFrame()
+                stage_data[stage_name] = df
+
+                cursor.close()
+
+
+            def safe_get(df, col):
+                return df[col].values[0] if col in df.columns and not df.empty else "-"
+
+            particulars = [
+                "Gross Total Income", "Add: Disallowance u/s 14A", "Add: Disallowance u/s 37", "GTI as per",
+                "Less: Deduction u/s 80IA", "Less: Deduction u/s 80G", "Net Taxable Income", "Tax @ 30%",
+                "Tax @ 18.5% on Book Profit", "Surcharge @ 12%", "Education Cess @ 3%", "Total Tax Payable",
+                "Less: MAT Credit", "Net Tax", "Add: Interest u/s 234C", "Total Tax",
+                "Advance Tax", "TDS", "TCS", "SAT", "Tax on Regular Assessment", "Refund"
+            ]
+
+            columns = [
+                'gross_total_income', 'disallowance_14a', 'disallowance_37', 'gti',
+                'deduction_80ia', 'deduction_80g', 'net_taxable_income', 'tax_30',
+                'book_profit_tax', 'surcharge_12', 'education_cess', 'total_tax',
+                'mat_credit', 'net_tax', 'interest_234c', 'total_tax_payable',
+                'advance_tax', 'tds', 'tcs', 'sat', 'tax_regular', 'refund'
+            ]
+
+            data = {
+                "Particulars": particulars,
+                "ITR": [safe_get(stage_data['ITR'], col) for col in columns],
+                "AO": [safe_get(stage_data['AO'], col) for col in columns],
+                "CIT": [safe_get(stage_data['CIT'], col) for col in columns],
+                "ITAT": [safe_get(stage_data['ITAT'], col) for col in columns],
+            }
+
+            df = pd.DataFrame(data)
+
+            # Export to Excel
+            output = io.BytesIO()
+            with pd.ExcelWriter(output, engine='xlsxwriter') as writer:
+                df.to_excel(writer, index=False, sheet_name=f'AY {year}')
+                workbook = writer.book
+                worksheet = writer.sheets[f'AY {year}']
+
+                header = workbook.add_format({
+                    'bold': True,
+                    'align': 'center',
+                    'valign': 'middle',
+                    'bg_color': '#007bff',
+                    'font_color': 'white',
+                    'border': 1
+                })
+
+                cell = workbook.add_format({
+                    'border': 1,
+                    'align': 'center',
+                    'valign': 'middle'
+                })
+
+                # Apply formatting
+                for col_num, col_name in enumerate(df.columns):
+                    worksheet.write(0, col_num, col_name, header)
+                    max_len = max(df[col_name].astype(str).map(len).max(), len(col_name)) + 2
+                    worksheet.set_column(col_num, col_num, max_len)
+
+                for row in range(1, len(df) + 1):
+                    for col in range(len(df.columns)):
+                        worksheet.write(row, col, df.iloc[row - 1, col], cell)
+
+            output.seek(0)
+
+            return send_file(
+                output,
+                download_name=f"Summary_Report_{year}.xlsx",
+                as_attachment=True,
+                mimetype="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
+            )
+
+        finally:
+            connection.close()
+