Update app.py

app.py

@@ -24,11 +24,6 @@ def normalize_columns(cols):
     return [c.strip().title() for c in cols]
 
 def load_sheet_df(name):
-    """
-    Load a sheet into a DataFrame without confusing duplicates in
-    the header row. We fetch all values, dedupe the first row,
-    then build a DataFrame.
-    """
     ws = client.open_by_url(SHEET_URL).worksheet(name)
     data = ws.get_all_values()
     if not data:
@@ -131,7 +126,6 @@ def compute_insights():
 # -------------------- USER MANAGEMENT --------------------
 def load_users():
     df = load_sheet_df("Users")
-    # select & rename your columns as needed
     want = [
         "Id", "Email", "Name", "Business", "Role",
         "Daily Phone Call Target", "Daily Phone Appointment Target",
@@ -148,9 +142,66 @@ def load_users():
 def save_users(df):
     ws = client.open_by_url(SHEET_URL).worksheet("Users")
     ws.clear()
-    set_with_dataframe(ws, df)  # writes headers + data
+    set_with_dataframe(ws, df)
     return "✅ Users saved!"
 
+# -------------------- QUOTES TAB UTILS --------------------
+def get_quotes_df():
+    df = load_sheet_df("LiveQuotes")
+    df.columns = [c.strip() for c in df.columns]
+    return df
+
+def rep_choices_quotes():
+    df = get_quotes_df()
+    return sorted(df["Rep"].dropna().unique().tolist()) if "Rep" in df else []
+
+def quote_year_choices():
+    df = get_quotes_df()
+    if "Year" in df.columns:
+        years = sorted(df["Year"].dropna().unique().astype(str))
+        return years
+    if "Date" in df.columns:
+        years = pd.to_datetime(df["Date"], errors="coerce").dt.year.dropna().unique()
+        return sorted(years.astype(str))
+    return []
+
+def quote_month_choices(year=None):
+    df = get_quotes_df()
+    if year and "Year" in df.columns and "Month" in df.columns:
+        months = df[df["Year"].astype(str) == str(year)]["Month"].dropna().unique()
+        months = [str(int(m)) for m in sorted(pd.to_numeric(months, errors="coerce").dropna().unique())]
+        return months
+    return []
+
+def quotes_summary(year=None, month=None):
+    df = get_quotes_df()
+    if "Rep" not in df.columns or "Total" not in df.columns:
+        return pd.DataFrame([{"Error": "Missing Rep or Total column"}])
+    if year and "Year" in df.columns:
+        df = df[df["Year"].astype(str) == str(year)]
+        if month and "Month" in df.columns:
+            df = df[df["Month"].astype(str) == str(month)]
+    df["Total"] = pd.to_numeric(df["Total"].astype(str).str.replace(",", ""), errors="coerce")
+    summary = (
+        df.groupby("Rep")
+        .agg({"Document No.": "count", "Total": "sum"})
+        .rename(columns={"Document No.": "Total Quotes", "Total": "Total Value"})
+        .reset_index()
+    )
+    summary["Total Value"] = summary["Total Value"].fillna(0).round(2)
+    return summary
+
+def get_rep_quotes_filtered(rep, year=None, month=None):
+    df = get_quotes_df()
+    if "Rep" not in df.columns:
+        return pd.DataFrame([{"Error": "Missing Rep column"}])
+    df = df[df["Rep"] == rep]
+    if year and "Year" in df.columns:
+        df = df[df["Year"].astype(str) == str(year)]
+        if month and "Month" in df.columns:
+            df = df[df["Month"].astype(str) == str(month)]
+    return df
+
 # -------------------- UI LAYOUT --------------------
 with gr.Blocks(title="Graffiti Admin Dashboard") as app:
     gr.Markdown("# 📆 Graffiti Admin Dashboard")
@@ -198,6 +249,45 @@ with gr.Blocks(title="Graffiti Admin Dashboard") as app:
         det_l = gr.Dataframe(label="🔎 Details")
         btn_l.click(lambda: (get_leads_summary(), get_leads_detail()), None, [sum_l, det_l])
 
+    # -- Quotes Tab (NEW) --
+    with gr.Tab("Quotes"):
+        gr.Markdown("### 📈 Quotes Summary by Rep")
+        year_qs = gr.Dropdown(choices=[""] + quote_year_choices(), label="Year (optional)", value="")
+        month_qs = gr.Dropdown(choices=[""], label="Month (optional, needs year)", value="")
+        btn_qs = gr.Button("Show Quotes Summary")
+        sum_qs = gr.Dataframe(label="Summary by Rep")
+
+        # Dynamic month options for summary
+        def update_month_choices_summary(year):
+            if year:
+                return gr.Dropdown.update(choices=[""] + quote_month_choices(year), value="")
+            else:
+                return gr.Dropdown.update(choices=[""], value="")
+        year_qs.change(update_month_choices_summary, year_qs, month_qs)
+
+        def quotes_summary_wrapper(year, month):
+            return quotes_summary(year if year else None, month if month else None)
+        btn_qs.click(quotes_summary_wrapper, [year_qs, month_qs], sum_qs)
+
+        gr.Markdown("### 🔎 View All Quotes for a Rep, Year, and Month")
+        rep_q = gr.Dropdown(choices=rep_choices_quotes(), label="Select Rep")
+        year_q = gr.Dropdown(choices=[""] + quote_year_choices(), label="Year (optional)", value="")
+        month_q = gr.Dropdown(choices=[""], label="Month (optional, needs year)", value="")
+        btn_qr = gr.Button("Show Quotes")
+        tbl_qr = gr.Dataframe(label="Quotes for Selection")
+
+        # Dynamic month options for rep quotes
+        def update_month_choices(year):
+            if year:
+                return gr.Dropdown.update(choices=[""] + quote_month_choices(year), value="")
+            else:
+                return gr.Dropdown.update(choices=[""], value="")
+        year_q.change(update_month_choices, year_q, month_q)
+
+        def get_rep_quotes_filtered_wrapper(rep, year, month):
+            return get_rep_quotes_filtered(rep, year if year else None, month if month else None)
+        btn_qr.click(get_rep_quotes_filtered_wrapper, [rep_q, year_q, month_q], tbl_qr)
+
     # -- Insights --
     with gr.Tab("Insights"):
         btn_i = gr.Button("Generate Insights")