--- slug: "cwicr-report-generator" display_name: "CWICR Report Generator" description: "Generate professional cost estimation reports from CWICR calculations. HTML, PDF, Excel outputs with charts and breakdowns." --- # 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"""

Cost Summary

Labor	${summary_data.get('labor', 0):,.2f}
Materials	${summary_data.get('material', 0):,.2f}
Equipment	${summary_data.get('equipment', 0):,.2f}
Overhead	${summary_data.get('overhead', 0):,.2f}
Profit	${summary_data.get('profit', 0):,.2f}
TOTAL	${summary_data.get('total', 0):,.2f}

""" 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"{category}${cost:,.2f}" content = f""" {rows}

Category	Cost

""" 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""" {item.get('code', '')} {item.get('description', '')[:50]} {item.get('quantity', 0):,.2f} {item.get('unit', '')} ${item.get('unit_price', 0):,.2f} ${item.get('total', 0):,.2f} """ content = f""" {rows}

Code	Description	Qty	Unit	Unit Price	Total

""" 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.title}

{section.content}

""" html = f""" Cost Report - {self.project_name}

Cost Estimation Report

Project: {self.project_name}

Generated: {datetime.now().strftime('%Y-%m-%d %H:%M')}

Currency: {self.currency}

{sections_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

CWICR Report Generator

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