Odoo Accounting Setup
Expert guide for configuring Odoo Accounting: chart of accounts, journals, fiscal positions, taxes, payment terms, and bank reconciliation.
Generates professional cost estimation reports with detailed breakdowns and charts, exportable in HTML, PDF, and Excel formats.
---
name: cwicr-report-generator-9a1b9d0ed484
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"""
<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
---
name: cwicr-report-generator-9a1b9d0ed484
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"""
<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
Imported from the listed AgentSkill.sh category. Complete supplied package files and notices are retained. Required external tools and credentials are not installed. No bundled code was executed during import. Individual agent task behavior has not been tested.