CWICR Report Generator

Overview

Generate professional cost reports from CWICR calculations - executive summaries, detailed breakdowns, charts, and export to multiple formats.

Python Implementation

python
import pandas as pd
from typing import Dict, Any, List, Optional
from dataclasses import dataclass, field
from datetime import datetime
from pathlib import Path
import json


@dataclass
class ReportSection:
    """Report section content."""
    title: str
    content: str
    chart_type: Optional[str] = None
    chart_data: Optional[Dict] = None


@dataclass
class CostReport:
    """Complete cost report."""
    project_name: str
    generated_date: datetime
    total_cost: float
    currency: str
    sections: List[ReportSection]
    line_items: List[Dict]
    summary: Dict[str, Any]


class CWICRReportGenerator:
    """Generate cost estimation reports."""

    def __init__(self, project_name: str = "Project",
                 currency: str = "USD"):
        self.project_name = project_name
        self.currency = currency
        self.sections: List[ReportSection] = []
        self.line_items: List[Dict] = []

    def add_summary(self, summary_data: Dict[str, float]):
        """Add executive summary section."""

        content = f"""
        <div class="summary-box">
            <h3>Cost Summary</h3>
            <table class="summary-table">
                <tr><td>Labor</td><td class="amount">${summary_data.get('labor', 0):,.2f}</td></tr>
                <tr><td>Materials</td><td class="amount">${summary_data.get('material', 0):,.2f}</td></tr>
                <tr><td>Equipment</td><td class="amount">${summary_data.get('equipment', 0):,.2f}</td></tr>
                <tr><td>Overhead</td><td class="amount">${summary_data.get('overhead', 0):,.2f}</td></tr>
                <tr><td>Profit</td><td class="amount">${summary_data.get('profit', 0):,.2f}</td></tr>
                <tr class="total"><td>TOTAL</td><td class="amount">${summary_data.get('total', 0):,.2f}</td></tr>
            </table>
        </div>
        """

        self.sections.append(ReportSection(
            title="Executive Summary",
            content=content,
            chart_type="pie",
            chart_data={
                'labels': ['Labor', 'Materials', 'Equipment', 'Overhead', 'Profit'],
                'values': [
                    summary_data.get('labor', 0),
                    summary_data.get('material', 0),
                    summary_data.get('equipment', 0),
                    summary_data.get('overhead', 0),
                    summary_data.get('profit', 0)
                ]
            }
        ))

    def add_breakdown_by_category(self, breakdown: Dict[str, float]):
        """Add breakdown by category section."""

        rows = ""
        for category, cost in sorted(breakdown.items(), key=lambda x: -x[1]):
            rows += f"<tr><td>{category}</td><td class='amount'>${cost:,.2f}</td></tr>"

        content = f"""
        <table class="detail-table">
            <thead><tr><th>Category</th><th>Cost</th></tr></thead>
            <tbody>{rows}</tbody>
        </table>
        """

        self.sections.append(ReportSection(
            title="Cost by Category",
            content=content,
            chart_type="bar",
            chart_data={
                'labels': list(breakdown.keys()),
                'values': list(breakdown.values())
            }
        ))

    def add_line_items(self, items: List[Dict]):
        """Add detailed line items."""
        self.line_items = items

        rows = ""
        for item in items[:50]:  # Limit for report
            rows += f"""
            <tr>
                <td>{item.get('code', '')}</td>
                <td>{item.get('description', '')[:50]}</td>
                <td>{item.get('quantity', 0):,.2f}</td>
                <td>{item.get('unit', '')}</td>
                <td class="amount">${item.get('unit_price', 0):,.2f}</td>
                <td class="amount">${item.get('total', 0):,.2f}</td>
            </tr>
            """

        content = f"""
        <table class="line-items">
            <thead>
                <tr>
                    <th>Code</th>
                    <th>Description</th>
                    <th>Qty</th>
                    <th>Unit</th>
                    <th>Unit Price</th>
                    <th>Total</th>
                </tr>
            </thead>
            <tbody>{rows}</tbody>
        </table>
        """

        self.sections.append(ReportSection(
            title="Line Items",
            content=content
        ))

    def generate_html(self) -> str:
        """Generate HTML report."""

        sections_html = ""
        for section in self.sections:
            sections_html += f"""
            <section class="report-section">
                <h2>{section.title}</h2>
                {section.content}
            </section>
            """

        html = f"""
<!DOCTYPE html>
<html>
<head>
    <title>Cost Report - {self.project_name}</title>
    <style>
        body {{ font-family: 'Segoe UI', Arial, sans-serif; margin: 40px; background: #f5f5f5; }}
        .report-container {{ max-width: 1200px; margin: 0 auto; background: white; padding: 40px; box-shadow: 0 2px 10px rgba(0,0,0,0.1); }}
        h1 {{ color: #2c3e50; border-bottom: 3px solid #3498db; padding-bottom: 10px; }}
        h2 {{ color: #34495e; margin-top: 30px; }}
        .summary-box {{ background: #ecf0f1; padding: 20px; border-radius: 8px; }}
        table {{ width: 100%; border-collapse: collapse; margin: 20px 0; }}
        th, td {{ padding: 12px; text-align: left; border-bottom: 1px solid #ddd; }}
        th {{ background: #3498db; color: white; }}
        .amount {{ text-align: right; font-family: monospace; }}
        .total {{ font-weight: bold; background: #f8f9fa; }}
        .line-items td {{ font-size: 0.9em; }}
        .meta {{ color: #7f8c8d; font-size: 0.9em; margin-bottom: 20px; }}
    </style>
</head>
<body>
    <div class="report-container">
        <h1>Cost Estimation Report</h1>
        <div class="meta">
            <p>Project: {self.project_name}</p>
            <p>Generated: {datetime.now().strftime('%Y-%m-%d %H:%M')}</p>
            <p>Currency: {self.currency}</p>
        </div>
        {sections_html}
        <footer style="margin-top: 40px; color: #95a5a6; text-align: center;">
            Generated by DDC CWICR | DataDrivenConstruction.io
        </footer>
    </div>
</body>
</html>
        """

        return html

    def save_html(self, output_path: str) -> str:
        """Save HTML report to file."""
        html = self.generate_html()
        with open(output_path, 'w', encoding='utf-8') as f:
            f.write(html)
        return output_path

    def generate_excel(self, output_path: str) -> str:
        """Generate Excel report."""

        with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
            # Summary sheet
            if self.sections:
                summary_data = []
                for section in self.sections:
                    if section.chart_data:
                        for i, label in enumerate(section.chart_data.get('labels', [])):
                            summary_data.append({
                                'Category': label,
                                'Amount': section.chart_data.get('values', [])[i]
                            })
                if summary_data:
                    pd.DataFrame(summary_data).to_excel(
                        writer, sheet_name='Summary', index=False)

            # Line items sheet
            if self.line_items:
                pd.DataFrame(self.line_items).to_excel(
                    writer, sheet_name='Line Items', index=False)

        return output_path

    def generate_json(self) -> str:
        """Generate JSON report."""

        report = {
            'project_name': self.project_name,
            'generated_date': datetime.now().isoformat(),
            'currency': self.currency,
            'sections': [
                {
                    'title': s.title,
                    'chart_data': s.chart_data
                } for s in self.sections
            ],
            'line_items': self.line_items
        }

        return json.dumps(report, indent=2)


class QuickReport:
    """Quick report generation from cost data."""

    @staticmethod
    def from_dataframe(df: pd.DataFrame,
                       project_name: str = "Project") -> CWICRReportGenerator:
        """Generate report from cost DataFrame."""

        gen = CWICRReportGenerator(project_name)

        # Calculate summary
        summary = {
            'labor': df['labor_cost'].sum() if 'labor_cost' in df.columns else 0,
            'material': df['material_cost'].sum() if 'material_cost' in df.columns else 0,
            'equipment': df['equipment_cost'].sum() if 'equipment_cost' in df.columns else 0,
            'overhead': df['overhead_cost'].sum() if 'overhead_cost' in df.columns else 0,
            'profit': df['profit_cost'].sum() if 'profit_cost' in df.columns else 0,
            'total': df['total_cost'].sum() if 'total_cost' in df.columns else 0
        }
        gen.add_summary(summary)

        # Category breakdown
        if 'category' in df.columns and 'total_cost' in df.columns:
            breakdown = df.groupby('category')['total_cost'].sum().to_dict()
            gen.add_breakdown_by_category(breakdown)

        # Line items
        items = df.to_dict('records')
        gen.add_line_items(items)

        return gen

Quick Start

python
# Create report generator
gen = CWICRReportGenerator("Office Building", currency="EUR")

# Add sections
gen.add_summary({
    'labor': 125000,
    'material': 350000,
    'equipment': 75000,
    'overhead': 82500,
    'profit': 63250,
    'total': 695750
})

# Save reports
gen.save_html("cost_report.html")
gen.generate_excel("cost_report.xlsx")

From DataFrame

python
# Quick report from cost DataFrame
report = QuickReport.from_dataframe(cost_df, "My Project")
report.save_html("quick_report.html")

Resources

• DDC Book: Chapter 4.2 - ETL Load Reports