Update app.py

app.py

@@ -5,102 +5,80 @@ from oauth2client.service_account import ServiceAccountCredentials
 from datetime import datetime, timedelta
 
 # -------------------- AUTH --------------------
-scope = [
-    "https://spreadsheets.google.com/feeds",
-    "https://www.googleapis.com/auth/drive"
-]
-creds = ServiceAccountCredentials.from_json_keyfile_name(
-    "deep-mile-461309-t8-0e90103411e0.json",
-    scope
-)
+scope = ["https://spreadsheets.google.com/feeds", "https://www.googleapis.com/auth/drive"]
+creds = ServiceAccountCredentials.from_json_keyfile_name("deep-mile-461309-t8-0e90103411e0.json", scope)
 client = gspread.authorize(creds)
 sheet_url = "https://docs.google.com/spreadsheets/d/1if4KoVQvw5ZbhknfdZbzMkcTiPfsD6bz9V3a1th-bwQ"
 
 # -------------------- UTILS --------------------
-def normalize_header(raw_header):
-    # strip and titleize
-    return [h.strip().title() for h in raw_header]
-
-def load_sheet(sheet_name: str) -> pd.DataFrame:
-    ws = client.open_by_url(sheet_url).worksheet(sheet_name)
-    all_vals = ws.get_all_values()
-    if not all_vals or len(all_vals) < 2:
-        return pd.DataFrame()
-    header = normalize_header(all_vals[0])
-    rows = all_vals[1:]
-    df = pd.DataFrame(rows, columns=header)
+def normalize_columns(df):
+    df.columns = df.columns.str.strip().str.title()  # e.g. “appointment date ” → “Appointment Date”
     return df
 
+def load_sheet(sheet_name):
+    try:
+        sheet = client.open_by_url(sheet_url).worksheet(sheet_name)
+        df = pd.DataFrame(sheet.get_all_records())
+        df = normalize_columns(df)
+        return df
+    except Exception as e:
+        return pd.DataFrame([{"Error": str(e)}])
+
 def get_current_week_range():
     today = datetime.now()
     start = today - timedelta(days=today.weekday())
     end = start + timedelta(days=6)
     return start.date(), end.date()
 
-# -------------------- CALLS --------------------
-def get_calls(rep=None):
-    df = load_sheet("Calls")
-    if "Call Date" not in df:
-        return pd.DataFrame([{"Error": "Missing 'Call Date' column"}])
-    df["Call Date"] = pd.to_datetime(df["Call Date"], errors="coerce").dt.date
+def filter_week(df, date_column, rep_column=None, rep=None):
+    df[date_column] = pd.to_datetime(df[date_column], errors='coerce').dt.date
     start, end = get_current_week_range()
-    filtered = df[(df["Call Date"] >= start) & (df["Call Date"] <= end)]
+    filtered = df[(df[date_column] >= start) & (df[date_column] <= end)]
     if rep:
-        filtered = filtered[filtered["Rep"] == rep]
+        filtered = filtered[filtered[rep_column] == rep]
     return filtered
 
-def search_calls_by_date(y, m, d, rep):
-    df = load_sheet("Calls")
-    if "Call Date" not in df:
-        return pd.DataFrame([{"Error": "Missing 'Call Date' column"}])
+def filter_date(df, date_column, rep_column, y, m, d, rep):
     try:
         target = datetime(int(y), int(m), int(d)).date()
     except:
         return pd.DataFrame([{"Error": "Invalid date input"}])
-    df["Call Date"] = pd.to_datetime(df["Call Date"], errors="coerce").dt.date
-    filtered = df[df["Call Date"] == target]
+    df[date_column] = pd.to_datetime(df[date_column], errors='coerce').dt.date
+    filtered = df[df[date_column] == target]
     if rep:
-        filtered = filtered[filtered["Rep"] == rep]
+        filtered = filtered[filtered[rep_column] == rep]
     return filtered
 
-# -------------------- APPOINTMENTS --------------------
-def appointments_detail(rep=None):
+# -------------------- REPORT FUNCTIONS --------------------
+def get_calls(rep=None):
+    df = load_sheet("Calls")
+    if "Call Date" not in df.columns:
+        return pd.DataFrame([{"Error": "Missing 'Call Date' column"}])
+    return filter_week(df, "Call Date", "Rep", rep)
+
+def get_appointments(rep=None):
     df = load_sheet("Appointments")
-    if "Appointment Date" not in df:
+    if "Appointment Date" not in df.columns:
         return pd.DataFrame([{"Error": "Missing 'Appointment Date' column"}])
-    df["Appointment Date"] = pd.to_datetime(df["Appointment Date"], errors="coerce").dt.date
-    start, end = get_current_week_range()
-    filtered = df[(df["Appointment Date"] >= start) & (df["Appointment Date"] <= end)]
-    if rep:
-        filtered = filtered[filtered["Rep"] == rep]
-    return filtered
+    return filter_week(df, "Appointment Date", "Rep", rep)
 
-def appointments_summary(rep=None):
-    det = appointments_detail(rep)
-    if "Error" in det.columns:
-        return det
-    return det.groupby("Rep") \
-              .size() \
-              .reset_index(name="Appointment Count")
+def search_calls_by_date(y, m, d, rep):
+    df = load_sheet("Calls")
+    if "Call Date" not in df.columns:
+        return pd.DataFrame([{"Error": "Missing 'Call Date' column"}])
+    return filter_date(df, "Call Date", "Rep", y, m, d, rep)
 
 def search_appointments_by_date(y, m, d, rep):
     df = load_sheet("Appointments")
-    if "Appointment Date" not in df:
+    if "Appointment Date" not in df.columns:
         return pd.DataFrame([{"Error": "Missing 'Appointment Date' column"}])
-    try:
-        target = datetime(int(y), int(m), int(d)).date()
-    except:
-        return pd.DataFrame([{"Error": "Invalid date input"}])
-    df["Appointment Date"] = pd.to_datetime(df["Appointment Date"], errors="coerce").dt.date
-    filtered = df[df["Appointment Date"] == target]
-    if rep:
-        filtered = filtered[filtered["Rep"] == rep]
-    return filtered
+    return filter_date(df, "Appointment Date", "Rep", y, m, d, rep)
 
-# -------------------- LEADS --------------------
 def get_leads_detail():
     df = load_sheet("AllocatedLeads")
-    if "Assigned Rep" not in df or "Company Name" not in df:
+    # normalize expected names if necessary:
+    df = df.rename(columns={"Assigned Rep": "Assigned Rep", "Company Name": "Company Name"})
+    if "Assigned Rep" not in df.columns or "Company Name" not in df.columns:
         return pd.DataFrame([{"Error": "Missing 'Assigned Rep' or 'Company Name' column"}])
     return df
 
@@ -108,99 +86,87 @@ def get_leads_summary():
     df = get_leads_detail()
     if "Error" in df.columns:
         return df
-    return df.groupby("Assigned Rep") \
-             .size() \
-             .reset_index(name="Leads Count")
+    # count number of leads per rep
+    summary = df.groupby("Assigned Rep").size().reset_index(name="Leads Count")
+    return summary
 
-# -------------------- INSIGHTS --------------------
+# -------------------- INSIGHTS (Top Performers) --------------------
 def compute_insights():
     calls = get_calls()
-    appt  = appointments_detail()
+    appts = get_appointments()
     leads = get_leads_detail()
 
-    def top(df, col):
-        return df[col].value_counts().idxmax() if not df.empty else "N/A"
+    top_calls = calls.groupby("Rep").size().idxmax() if not calls.empty else "N/A"
+    top_appts = appts.groupby("Rep").size().idxmax() if not appts.empty else "N/A"
+    top_leads = leads.groupby("Assigned Rep").size().idxmax() if "Assigned Rep" in leads.columns else "N/A"
 
-    return pd.DataFrame([
-        {"Metric": "Most Calls This Week",        "Rep": top(calls, "Rep")},
-        {"Metric": "Most Appointments This Week", "Rep": top(appt,  "Rep")},
-        {"Metric": "Most Leads Allocated",        "Rep": top(leads, "Assigned Rep")},
+    insights = pd.DataFrame([
+        {"Metric": "Most Calls This Week",        "Rep": top_calls},
+        {"Metric": "Most Appointments This Week", "Rep": top_appts},
+        {"Metric": "Most Leads Allocated",        "Rep": top_leads},
     ])
+    return insights
 
 # -------------------- DROPDOWN OPTIONS --------------------
 def rep_options(sheet_name, rep_col):
     df = load_sheet(sheet_name)
-    return sorted(df[rep_col].dropna().unique().tolist()) if rep_col in df.columns else []
+    if rep_col in df.columns:
+        return sorted(df[rep_col].dropna().unique().tolist())
+    return []
 
 # -------------------- UI LAYOUT --------------------
 with gr.Blocks(title="Graffiti Admin Dashboard") as app:
     gr.Markdown("# 📆 Graffiti Admin Dashboard")
 
-    # Calls Report
     with gr.Tab("Calls Report"):
-        rep_calls = gr.Dropdown("Optional Rep Filter",
-                                choices=rep_options("Calls", "Rep"),
-                                allow_custom_value=True)
-        calls_btn   = gr.Button("Load Current Week Calls")
+        rep_calls = gr.Dropdown(label="Optional Rep Filter", choices=rep_options("Calls", "Rep"), allow_custom_value=True)
+        calls_btn = gr.Button("Load Current Week Calls")
         calls_table = gr.Dataframe()
         calls_btn.click(fn=get_calls, inputs=rep_calls, outputs=calls_table)
 
         gr.Markdown("### 🔍 Search Calls by Specific Date")
-        y1, m1, d1 = gr.Textbox("Year"), gr.Textbox("Month"), gr.Textbox("Day")
-        rep1 = gr.Dropdown("Optional Rep Filter",
-                           choices=rep_options("Calls", "Rep"),
-                           allow_custom_value=True)
-        calls_date_btn   = gr.Button("Search Calls by Date")
+        y1, m1, d1 = gr.Textbox(label="Year"), gr.Textbox(label="Month"), gr.Textbox(label="Day")
+        rep1 = gr.Dropdown(label="Optional Rep Filter", choices=rep_options("Calls", "Rep"), allow_custom_value=True)
+        calls_date_btn = gr.Button("Search Calls by Date")
         calls_date_table = gr.Dataframe()
-        calls_date_btn.click(fn=search_calls_by_date,
-                             inputs=[y1, m1, d1, rep1],
-                             outputs=calls_date_table)
+        calls_date_btn.click(fn=search_calls_by_date, inputs=[y1, m1, d1, rep1], outputs=calls_date_table)
 
-    # Appointments Report
     with gr.Tab("Appointments Report"):
-        rep_appt = gr.Dropdown("Optional Rep Filter",
-                               choices=rep_options("Appointments", "Rep"),
-                               allow_custom_value=True)
-        load_btn = gr.Button("Load Current Week Appointments")
-        appt_sum = gr.Dataframe(label="📊 Weekly Appointments Summary by Rep")
-        appt_det = gr.Dataframe(label="🔎 Detailed Appointments")
-        load_btn.click(
-            fn=lambda rep: (appointments_summary(rep), appointments_detail(rep)),
+        rep_appt = gr.Dropdown(label="Optional Rep Filter", choices=rep_options("Appointments", "Rep"), allow_custom_value=True)
+        appt_btn = gr.Button("Load Current Week Appointments")
+        appt_summary = gr.Dataframe(label="📊 Weekly Appointments Summary by Rep")
+        appt_table   = gr.Dataframe()
+        appt_btn.click(
+            fn=lambda rep: (get_appointments(rep).groupby("Rep").size().reset_index(name="Count"), 
+                            get_appointments(rep)),
             inputs=rep_appt,
-            outputs=[appt_sum, appt_det]
+            outputs=[appt_summary, appt_table]
         )
 
         gr.Markdown("### 🔍 Search Appointments by Specific Date")
-        y2, m2, d2 = gr.Textbox("Year"), gr.Textbox("Month"), gr.Textbox("Day")
-        rep2 = gr.Dropdown("Optional Rep Filter",
-                           choices=rep_options("Appointments", "Rep"),
-                           allow_custom_value=True)
-        date_btn = gr.Button("Search Appointments by Date")
-        date_sum = gr.Dataframe(label="📊 Appointments Summary for Date by Rep")
-        date_det = gr.Dataframe(label="🔎 Detailed Appointments")
-        def by_date(y, m, d, rep):
-            df = search_appointments_by_date(y, m, d, rep)
-            if "Error" in df.columns:
-                return df, df
-            return (
-                df.groupby("Rep").size().reset_index(name="Appointment Count"),
-                df
-            )
-        date_btn.click(fn=by_date,
-                       inputs=[y2, m2, d2, rep2],
-                       outputs=[date_sum, date_det])
-
-    # Appointed Leads
+        y2, m2, d2 = gr.Textbox(label="Year"), gr.Textbox(label="Month"), gr.Textbox(label="Day")
+        rep2 = gr.Dropdown(label="Optional Rep Filter", choices=rep_options("Appointments", "Rep"), allow_custom_value=True)
+        appt_date_btn = gr.Button("Search Appointments by Date")
+        appt_date_summary = gr.Dataframe(label="📊 Appointments Summary for Date by Rep")
+        appt_date_table   = gr.Dataframe()
+        appt_date_btn.click(
+            fn=lambda y,m,d,rep: (
+                search_appointments_by_date(y,m,d,rep).groupby("Rep").size().reset_index(name="Count"),
+                search_appointments_by_date(y,m,d,rep)
+            ),
+            inputs=[y2, m2, d2, rep2],
+            outputs=[appt_date_summary, appt_date_table]
+        )
+
     with gr.Tab("Appointed Leads"):
-        leads_btn = gr.Button("View Appointed Leads")
-        leads_sum = gr.Dataframe(label="📊 Leads Count by Rep")
-        leads_det = gr.Dataframe(label="🔎 Detailed Leads")
+        leads_btn    = gr.Button("View Appointed Leads")
+        leads_summary= gr.Dataframe(label="📊 Leads Count by Rep")
+        leads_detail = gr.Dataframe(label="🔎 Detailed Leads")
         leads_btn.click(
             fn=lambda: (get_leads_summary(), get_leads_detail()),
-            outputs=[leads_sum, leads_det]
+            outputs=[leads_summary, leads_detail]
         )
 
-    # Insights
     with gr.Tab("Insights"):
         insights_btn = gr.Button("Generate Insights")
         insights_tbl = gr.Dataframe()