Update app.py

app.py

@@ -6,30 +6,40 @@ from oauth2client.service_account import ServiceAccountCredentials
 from datetime import datetime, timedelta
 
 # -------------------- CONFIG --------------------
-SHEET_URL = "https://docs.google.com/spreadsheets/d/1if4KoVQvw5ZbhknfdZbzMkcTiPfsD6bz9V3a1th-bwQ"
-CREDS_JSON = "deep-mile-461309-t8-0e90103411e0.json"
+SHEET_URL   = "https://docs.google.com/spreadsheets/d/1if4KoVQvw5ZbhknfdZbzMkcTiPfsD6bz9V3a1th-bwQ"
+CREDS_JSON  = "deep-mile-461309-t8-0e90103411e0.json"
 
 # -------------------- AUTH --------------------
 scope  = ["https://spreadsheets.google.com/feeds","https://www.googleapis.com/auth/drive"]
 creds  = ServiceAccountCredentials.from_json_keyfile_name(CREDS_JSON, scope)
 client = gspread.authorize(creds)
 
-# -------------------- SHEET LOAD / UTILS --------------------
+# -------------------- SHEET LOADING --------------------
 def normalize_columns(df):
     df.columns = df.columns.str.strip().str.title()
     return df
 
-def load_sheet_df(sheet_name):
+def load_sheet_df(tab_name):
+    """Load a worksheet into a normalized DataFrame."""
     try:
-        ws = client.open_by_url(SHEET_URL).worksheet(sheet_name)
+        ws = client.open_by_url(SHEET_URL).worksheet(tab_name)
         df = pd.DataFrame(ws.get_all_records())
         return normalize_columns(df)
     except Exception as e:
         return pd.DataFrame([{"Error": str(e)}])
 
-def rep_options(sheet_name, rep_col="Rep"):
-    df = load_sheet_df(sheet_name)
-    if rep_col in df.columns:
+def find_rep_column(df):
+    """Return the first column whose name contains 'rep' (case-insensitive)."""
+    for c in df.columns:
+        if "rep" in c.lower():
+            return c
+    return None
+
+def rep_options(tab_name):
+    """Build a dropdown list of all reps in the given sheet."""
+    df = load_sheet_df(tab_name)
+    rep_col = find_rep_column(df)
+    if rep_col:
         return sorted(df[rep_col].dropna().unique().tolist())
     return []
 
@@ -39,9 +49,9 @@ def get_current_week_range():
     start = today - timedelta(days=today.weekday())
     return start.date(), (start + timedelta(days=6)).date()
 
-def filter_week(df, date_col, rep_col=None, rep=None):
+def filter_week(df, date_col, rep_col, rep):
     df[date_col] = pd.to_datetime(df[date_col], errors="coerce").dt.date
-    start,end  = get_current_week_range()
+    start, end = get_current_week_range()
     out = df[(df[date_col] >= start) & (df[date_col] <= end)]
     if rep and rep_col in out.columns:
         out = out[out[rep_col] == rep]
@@ -58,87 +68,97 @@ def filter_date(df, date_col, rep_col, y,m,d, rep):
         out = out[out[rep_col] == rep]
     return out
 
-# -------------------- REPORT FUNCTIONS --------------------
+# -------------------- CALLS REPORT --------------------
 def get_calls(rep=None):
     df = load_sheet_df("Calls")
     if "Call Date" not in df.columns:
         return pd.DataFrame([{"Error":"Missing 'Call Date'"}])
-    return filter_week(df, "Call Date", "Rep", rep)
+    rep_col = find_rep_column(df)
+    return filter_week(df, "Call Date", rep_col, rep)
 
 def get_calls_summary(rep=None):
     df = get_calls(rep)
     if "Error" in df.columns or df.empty:
         return df
-    return df.groupby("Rep").size().reset_index(name="Count")
+    rep_col = find_rep_column(df)
+    return df.groupby(rep_col).size().reset_index(name="Count")
 
 def search_calls_by_date(y,m,d,rep):
     df = load_sheet_df("Calls")
     if "Call Date" not in df.columns:
         return pd.DataFrame([{"Error":"Missing 'Call Date'"}])
-    return filter_date(df, "Call Date", "Rep", y,m,d, rep)
+    rep_col = find_rep_column(df)
+    return filter_date(df, "Call Date", rep_col, y,m,d, rep)
 
+# -------------------- APPOINTMENTS REPORT --------------------
 def get_appointments(rep=None):
     df = load_sheet_df("Appointments")
     if "Appointment Date" not in df.columns:
         return pd.DataFrame([{"Error":"Missing 'Appointment Date'"}])
-    return filter_week(df, "Appointment Date", "Rep", rep)
+    rep_col = find_rep_column(df)
+    return filter_week(df, "Appointment Date", rep_col, rep)
 
 def get_appointments_summary(rep=None):
     df = get_appointments(rep)
     if "Error" in df.columns or df.empty:
         return df
-    return df.groupby("Rep").size().reset_index(name="Count")
+    rep_col = find_rep_column(df)
+    return df.groupby(rep_col).size().reset_index(name="Count")
 
 def search_appointments_by_date(y,m,d,rep):
     df = load_sheet_df("Appointments")
     if "Appointment Date" not in df.columns:
         return pd.DataFrame([{"Error":"Missing 'Appointment Date'"}])
-    return filter_date(df, "Appointment Date", "Rep", y,m,d, rep)
+    rep_col = find_rep_column(df)
+    return filter_date(df, "Appointment Date", rep_col, y,m,d, rep)
 
+# -------------------- APPOINTED LEADS --------------------
 def get_leads_detail():
     df = load_sheet_df("AllocatedLeads")
-    if "Assigned Rep" not in df.columns:
-        return pd.DataFrame([{"Error":"Missing 'Assigned Rep'"}])
     return df
 
 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")
+    rep_col = find_rep_column(df) or "Assigned Rep"
+    if rep_col not in df.columns:
+        return pd.DataFrame([{"Error":"Missing rep column in leads"}])
+    return df.groupby(rep_col).size().reset_index(name="Leads Count")
 
 # -------------------- INSIGHTS --------------------
 def compute_insights():
-    def top_rep(df, col):
-        if "Error" in df.columns or df.empty:
-            return "N/A"
-        counts = df.groupby(col).size()
-        return counts.idxmax() if not counts.empty else "N/A"
-
     calls = get_calls()
     appts = get_appointments()
-    leads = get_leads_detail().rename(columns={"Assigned Rep":"Rep"})
+    leads = get_leads_detail()
+    def top(df, col):
+        if "Error" in df.columns or df.empty or col not in df.columns:
+            return "N/A"
+        s = df.groupby(col).size()
+        return s.idxmax() if not s.empty else "N/A"
+
+    rep_calls = find_rep_column(calls)
+    rep_appts = find_rep_column(appts)
+    rep_leads = find_rep_column(leads)
 
     return pd.DataFrame([
-        {"Metric":"Most Calls This Week",        "Rep":top_rep(calls, "Rep")},
-        {"Metric":"Most Appointments This Week", "Rep":top_rep(appts, "Rep")},
-        {"Metric":"Most Leads Allocated",        "Rep":top_rep(leads, "Rep")},
+        {"Metric":"Most Calls This Week",        "Rep": top(calls, rep_calls)},
+        {"Metric":"Most Appointments This Week", "Rep": top(appts, rep_appts)},
+        {"Metric":"Most Leads Allocated",        "Rep": top(leads, rep_leads)},
     ])
 
 # -------------------- USER MANAGEMENT --------------------
 def load_users():
-    df = load_sheet_df("Users")  # your sheet tab is named "Users"
+    df = load_sheet_df("Users")
     wanted = [
-        "Id","Email","Name","Business","Role",
-        "Daily Phone Call Target","Daily Phone Appointment Target",
-        "Daily Quote Number Target","Daily Quote Revenue Target",
-        "Weekly Phone Call Target","Weekly Phone Appointment Target",
-        "Weekly Quote Number Target","Weekly Quote Revenue Target",
-        "Monthly Phone Call Target","Monthly Phone Appointment Target",
-        "Monthly Quote Number Target","Monthly Quote Revenue Target",
-        "Monthly Sales Revenue Target"
+      "Id","Email","Name","Business","Role",
+      "Daily Phone Call Target","Daily Phone Appointment Target",
+      "Daily Quote Number Target","Daily Quote Revenue Target",
+      "Weekly Phone Call Target","Weekly Phone Appointment Target",
+      "Weekly Quote Number Target","Weekly Quote Revenue Target",
+      "Monthly Phone Call Target","Monthly Phone Appointment Target",
+      "Monthly Quote Number Target","Monthly Quote Revenue Target",
+      "Monthly Sales Revenue Target"
     ]
-    cols  = [c for c in wanted if c in df.columns]
+    cols = [c for c in wanted if c in df.columns]
     return df[cols]
 
 def save_users(df):
@@ -147,72 +167,76 @@ def save_users(df):
     set_with_dataframe(ws, df)
     return "✅ Users saved!"
 
-# -------------------- GRADIO UI --------------------
+# -------------------- GRADIO LAYOUT --------------------
 with gr.Blocks(title="Graffiti Admin Dashboard") as app:
     gr.Markdown("# 📆 Graffiti Admin Dashboard")
 
-    # ─── Calls Report ───────────────────
+    # Calls Tab
     with gr.Tab("Calls Report"):
-        rep_calls = gr.Dropdown("Optional Rep Filter", choices=rep_options("Calls"), allow_custom_value=True)
-        calls_btn = gr.Button("Load Current Week Calls")
-        calls_sum = gr.Dataframe(label="📊 Calls by Rep")
-        calls_det = gr.Dataframe(label="🔎 Detailed Calls")
-        calls_btn.click(fn=lambda r: (get_calls_summary(r), get_calls(r)),
+        rep_calls = gr.Dropdown("Optional Rep Filter",
+                                choices=rep_options("Calls"), allow_custom_value=True)
+        calls_btn  = gr.Button("Load Current Week Calls")
+        calls_sum  = gr.Dataframe(label="📊 Calls by Rep")
+        calls_det  = gr.Dataframe(label="🔎 Detailed Calls")
+        calls_btn.click(lambda r: (get_calls_summary(r), get_calls(r)),
                         inputs=rep_calls, outputs=[calls_sum, calls_det])
 
-        gr.Markdown("### 🔍 Search Calls by Date")
+        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"), allow_custom_value=True)
-        calls_dt_btn = gr.Button("Search")
+        rep1     = gr.Dropdown("Optional Rep Filter",
+                                choices=rep_options("Calls"), allow_custom_value=True)
+        calls_dt_btn = gr.Button("Search Calls by Date")
         calls_dt_tbl = gr.Dataframe()
         calls_dt_btn.click(fn=search_calls_by_date,
-                           inputs=[y1,m1,d1,rep1],
-                           outputs=calls_dt_tbl)
+                           inputs=[y1,m1,d1,rep1], outputs=calls_dt_tbl)
 
-    # ─── Appointments Report ────────────
+    # Appointments Tab
     with gr.Tab("Appointments Report"):
-        rep_appt = gr.Dropdown("Optional Rep Filter", choices=rep_options("Appointments"), allow_custom_value=True)
-        appt_btn = gr.Button("Load Current Week Appts")
-        appt_sum = gr.Dataframe(label="📊 Appts by Rep")
-        appt_det = gr.Dataframe(label="🔎 Detailed Appts")
-        appt_btn.click(fn=lambda r: (get_appointments_summary(r), get_appointments(r)),
+        rep_appt = gr.Dropdown("Optional Rep Filter",
+                               choices=rep_options("Appointments"), allow_custom_value=True)
+        appt_btn  = gr.Button("Load Current Week Appointments")
+        appt_sum  = gr.Dataframe(label="📊 Appts by Rep")
+        appt_det  = gr.Dataframe(label="🔎 Detailed Appts")
+        appt_btn.click(lambda r: (get_appointments_summary(r), get_appointments(r)),
                        inputs=rep_appt, outputs=[appt_sum, appt_det])
 
-        gr.Markdown("### 🔍 Search Appts by Date")
+        gr.Markdown("### 🔍 Search Appts 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"), allow_custom_value=True)
-        appt_dt_btn  = gr.Button("Search")
-        appt_dt_sum  = gr.Dataframe(label="📊 Appts Summary by Rep")
-        appt_dt_det  = gr.Dataframe(label="🔎 Detailed Appts")
+        rep2     = gr.Dropdown("Optional Rep Filter",
+                               choices=rep_options("Appointments"), allow_custom_value=True)
+        appt_dt_btn = gr.Button("Search Appointments by Date")
+        appt_dt_sum = gr.Dataframe(label="📊 Appts Summary by Rep")
+        appt_dt_det = gr.Dataframe(label="🔎 Detailed Appts")
         appt_dt_btn.click(
-            fn=lambda y,m,d,r: (
-                (lambda df: df.groupby("Rep").size().reset_index(name="Count"))(search_appointments_by_date(y,m,d,r)),
+            lambda y,m,d,r: (
+                (lambda df: df.groupby(find_rep_column(df)).size().reset_index(name="Count"))
+                   (search_appointments_by_date(y,m,d,r)),
                 search_appointments_by_date(y,m,d,r)
             ),
             inputs=[y2,m2,d2,rep2],
             outputs=[appt_dt_sum, appt_dt_det]
         )
 
-    # ─── Appointed Leads ────────────────
+    # Appointed Leads Tab
     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.click(fn=lambda: (get_leads_summary(), get_leads_detail()),
+        leads_btn.click(lambda: (get_leads_summary(), get_leads_detail()),
                         outputs=[leads_sum, leads_det])
 
-    # ─── Insights ───────────────────────
+    # Insights Tab
     with gr.Tab("Insights"):
         ins_btn = gr.Button("Generate Insights")
         ins_tbl = gr.Dataframe()
         ins_btn.click(fn=compute_insights, outputs=ins_tbl)
 
-    # ─── User Management ────────────────
+    # User Management Tab
     with gr.Tab("User Management"):
         gr.Markdown("## 👤 Manage Users\nEdit/add/remove rows, then click **Save Users**.")
-        users_df  = gr.Dataframe(load_users(), interactive=True)
-        save_btn  = gr.Button("Save Users")
-        save_stat = gr.Textbox()
+        users_df = gr.Dataframe(load_users(), interactive=True)
+        save_btn = gr.Button("Save Users")
+        save_stat= gr.Textbox()
         save_btn.click(fn=save_users, inputs=users_df, outputs=save_stat)
 
 app.launch()