feat(reports): add Envelope, Phone Book (address+phone) and Rolodex Info reports
- PDF builders in app/reporting.py (envelope, phone+address, rolodex info) - Endpoints in app/main.py with auth, filtering, logging, Content-Disposition - New HTML template report_phone_book_address.html - Rolodex bulk actions updated with buttons/links - JS helper to submit selections to alternate endpoints Tested via docker compose build/up and health check.
This commit is contained in:
HotSwapp
183
app/reporting.py
183
app/reporting.py
@@ -164,3 +164,186 @@ def build_payments_detailed_pdf(payments: List[Payment]) -> bytes:
|
||||
return _output_pdf_bytes(pdf)
|
||||
|
||||
|
||||
# ------------------------------
|
||||
# Additional PDF Builders
|
||||
# ------------------------------
|
||||
|
||||
def _format_client_name(client: Client) -> str:
|
||||
last = client.last_name or ""
|
||||
first = client.first_name or ""
|
||||
name = f"{last}, {first}".strip(", ")
|
||||
return name or (client.company or "")
|
||||
|
||||
|
||||
def _format_city_state_zip(client: Client) -> str:
|
||||
parts: list[str] = []
|
||||
if client.city:
|
||||
parts.append(client.city)
|
||||
state_zip = " ".join([p for p in [(client.state or ""), (client.zip_code or "")] if p])
|
||||
if state_zip:
|
||||
if parts:
|
||||
parts[-1] = f"{parts[-1]},"
|
||||
parts.append(state_zip)
|
||||
return " ".join(parts)
|
||||
|
||||
|
||||
def build_envelope_pdf(clients: List[Client]) -> bytes:
|
||||
"""Build an Envelope PDF with mailing blocks per client.
|
||||
|
||||
Layout uses a simple grid to place multiple #10 envelope-style address
|
||||
blocks per Letter page. Each block includes:
|
||||
- Name (Last, First)
|
||||
- Company (if present)
|
||||
- Address line
|
||||
- City, ST ZIP
|
||||
"""
|
||||
logger.info("pdf_envelope_start", count=len(clients))
|
||||
|
||||
pdf = SimplePDF(title="Envelope Blocks")
|
||||
pdf.add_page()
|
||||
|
||||
# Grid parameters
|
||||
usable_width = pdf.w - pdf.l_margin - pdf.r_margin
|
||||
usable_height = pdf.h - pdf.t_margin - pdf.b_margin
|
||||
cols = 2
|
||||
col_w = usable_width / cols
|
||||
row_h = 45 # mm per block
|
||||
rows = max(1, int(usable_height // row_h))
|
||||
|
||||
pdf.set_font("helvetica", size=11)
|
||||
|
||||
col = 0
|
||||
row = 0
|
||||
for idx, c in enumerate(clients):
|
||||
if row >= rows:
|
||||
# next page
|
||||
pdf.add_page()
|
||||
col = 0
|
||||
row = 0
|
||||
|
||||
x = pdf.l_margin + (col * col_w) + 6 # slight inner padding
|
||||
y = pdf.t_margin + (row * row_h) + 8
|
||||
|
||||
# Draw block contents
|
||||
pdf.set_xy(x, y)
|
||||
name_line = _format_client_name(c)
|
||||
if name_line:
|
||||
pdf.cell(col_w - 12, 6, name_line, ln=1)
|
||||
if c.company:
|
||||
pdf.set_x(x)
|
||||
pdf.cell(col_w - 12, 6, c.company[:48], ln=1)
|
||||
if c.address:
|
||||
pdf.set_x(x)
|
||||
pdf.cell(col_w - 12, 6, c.address[:48], ln=1)
|
||||
city_state_zip = _format_city_state_zip(c)
|
||||
if city_state_zip:
|
||||
pdf.set_x(x)
|
||||
pdf.cell(col_w - 12, 6, city_state_zip[:48], ln=1)
|
||||
|
||||
# Advance grid position
|
||||
col += 1
|
||||
if col >= cols:
|
||||
col = 0
|
||||
row += 1
|
||||
|
||||
logger.info("pdf_envelope_done", pages=pdf.page_no())
|
||||
return _output_pdf_bytes(pdf)
|
||||
|
||||
|
||||
def build_phone_book_address_pdf(clients: List[Client]) -> bytes:
|
||||
"""Build a Phone Book (Address + Phone) PDF.
|
||||
|
||||
Columns: Name, Company, Address, City, State, ZIP, Phone
|
||||
Multiple phone numbers yield multiple rows per client.
|
||||
"""
|
||||
logger.info("pdf_phone_book_addr_start", count=len(clients))
|
||||
|
||||
pdf = SimplePDF(title="Phone Book — Address + Phone")
|
||||
pdf.add_page()
|
||||
|
||||
headers = ["Name", "Company", "Address", "City", "State", "ZIP", "Phone"]
|
||||
widths = [40, 40, 55, 28, 12, 18, 30]
|
||||
|
||||
pdf.set_font("helvetica", "B", 9)
|
||||
for h, w in zip(headers, widths):
|
||||
pdf.cell(w, 7, h, border=1)
|
||||
pdf.ln(7)
|
||||
|
||||
pdf.set_font("helvetica", size=9)
|
||||
for c in clients:
|
||||
name = _format_client_name(c)
|
||||
phones = getattr(c, "phones", None) or [] # type: ignore[attr-defined]
|
||||
if phones:
|
||||
for p in phones:
|
||||
pdf.cell(widths[0], 6, (name or "")[:24], border=1)
|
||||
pdf.cell(widths[1], 6, (c.company or "")[:24], border=1)
|
||||
pdf.cell(widths[2], 6, (c.address or "")[:32], border=1)
|
||||
pdf.cell(widths[3], 6, (c.city or "")[:14], border=1)
|
||||
pdf.cell(widths[4], 6, (c.state or "")[:4], border=1)
|
||||
pdf.cell(widths[5], 6, (c.zip_code or "")[:10], border=1)
|
||||
pdf.cell(widths[6], 6, (getattr(p, "phone_number", "") or "")[:18], border=1)
|
||||
pdf.ln(6)
|
||||
else:
|
||||
pdf.cell(widths[0], 6, (name or "")[:24], border=1)
|
||||
pdf.cell(widths[1], 6, (c.company or "")[:24], border=1)
|
||||
pdf.cell(widths[2], 6, (c.address or "")[:32], border=1)
|
||||
pdf.cell(widths[3], 6, (c.city or "")[:14], border=1)
|
||||
pdf.cell(widths[4], 6, (c.state or "")[:4], border=1)
|
||||
pdf.cell(widths[5], 6, (c.zip_code or "")[:10], border=1)
|
||||
pdf.cell(widths[6], 6, "", border=1)
|
||||
pdf.ln(6)
|
||||
|
||||
logger.info("pdf_phone_book_addr_done", pages=pdf.page_no())
|
||||
return _output_pdf_bytes(pdf)
|
||||
|
||||
|
||||
def build_rolodex_info_pdf(clients: List[Client]) -> bytes:
|
||||
"""Build a Rolodex Info PDF with stacked info blocks per client."""
|
||||
logger.info("pdf_rolodex_info_start", count=len(clients))
|
||||
|
||||
pdf = SimplePDF(title="Rolodex Info")
|
||||
pdf.add_page()
|
||||
pdf.set_font("helvetica", size=11)
|
||||
|
||||
for idx, c in enumerate(clients):
|
||||
# Section header
|
||||
pdf.set_font("helvetica", "B", 12)
|
||||
pdf.cell(0, 7, _format_client_name(c) or "(No Name)", ln=1)
|
||||
pdf.set_font("helvetica", size=10)
|
||||
|
||||
# Company
|
||||
if c.company:
|
||||
pdf.cell(0, 6, f"Company: {c.company}", ln=1)
|
||||
|
||||
# Address lines
|
||||
if c.address:
|
||||
pdf.cell(0, 6, f"Address: {c.address}", ln=1)
|
||||
city_state_zip = _format_city_state_zip(c)
|
||||
if city_state_zip:
|
||||
pdf.cell(0, 6, f"City/State/ZIP: {city_state_zip}", ln=1)
|
||||
|
||||
# Legacy Id
|
||||
if c.rolodex_id:
|
||||
pdf.cell(0, 6, f"Legacy ID: {c.rolodex_id}", ln=1)
|
||||
|
||||
# Phones
|
||||
phones = getattr(c, "phones", None) or [] # type: ignore[attr-defined]
|
||||
if phones:
|
||||
for p in phones:
|
||||
ptype = (getattr(p, "phone_type", "") or "").strip()
|
||||
pnum = (getattr(p, "phone_number", "") or "").strip()
|
||||
label = f"{ptype}: {pnum}" if ptype else pnum
|
||||
pdf.cell(0, 6, f"Phone: {label}", ln=1)
|
||||
|
||||
# Divider
|
||||
pdf.ln(2)
|
||||
pdf.set_draw_color(200)
|
||||
x1 = pdf.l_margin
|
||||
x2 = pdf.w - pdf.r_margin
|
||||
y = pdf.get_y()
|
||||
pdf.line(x1, y, x2, y)
|
||||
pdf.ln(3)
|
||||
|
||||
logger.info("pdf_rolodex_info_done", pages=pdf.page_no())
|
||||
return _output_pdf_bytes(pdf)
|
||||
|
||||
|
||||
Reference in New Issue
Block a user