""" Enhanced PDF Generator with Beautiful Layouts and Charts Professional PDF reports with modern styling and embedded visualizations """ import io import base64 from datetime import datetime from decimal import Decimal from reportlab.lib import colors from reportlab.lib.pagesizes import letter, A4 from reportlab.platypus import ( SimpleDocTemplate, Table, TableStyle, Paragraph, Spacer, PageBreak, Image, KeepTogether, Frame, PageTemplate ) from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle from reportlab.lib.units import inch, mm from reportlab.lib.enums import TA_CENTER, TA_LEFT, TA_RIGHT, TA_JUSTIFY from reportlab.graphics.shapes import Drawing, Rect, String from reportlab.graphics.charts.linecharts import HorizontalLineChart from reportlab.graphics.charts.piecharts import Pie from reportlab.graphics.charts.barcharts import VerticalBarChart from reportlab.graphics.widgets.markers import makeMarker from reportlab.graphics import renderPDF from django.utils import timezone import logging logger = logging.getLogger(__name__) class EnhancedPDFGenerator: """Generate beautiful, professional PDF reports with modern styling""" # Color scheme COLORS = { 'primary': colors.HexColor('#3B82F6'), 'secondary': colors.HexColor('#10B981'), 'accent': colors.HexColor('#F59E0B'), 'danger': colors.HexColor('#EF4444'), 'dark': colors.HexColor('#1F2937'), 'light_gray': colors.HexColor('#F3F4F6'), 'medium_gray': colors.HexColor('#9CA3AF'), 'white': colors.white, 'black': colors.black } def __init__(self): self.styles = self._create_custom_styles() def _create_custom_styles(self): """Create custom paragraph styles for professional appearance""" styles = getSampleStyleSheet() # Title style styles.add(ParagraphStyle( name='CustomTitle', parent=styles['Title'], fontSize=24, textColor=self.COLORS['primary'], alignment=TA_CENTER, spaceAfter=30, fontName='Helvetica-Bold' )) # Subtitle style styles.add(ParagraphStyle( name='CustomSubtitle', parent=styles['Heading1'], fontSize=18, textColor=self.COLORS['dark'], alignment=TA_LEFT, spaceAfter=20, spaceBefore=20, fontName='Helvetica-Bold' )) # Section header style styles.add(ParagraphStyle( name='SectionHeader', parent=styles['Heading2'], fontSize=14, textColor=self.COLORS['primary'], alignment=TA_LEFT, spaceAfter=12, spaceBefore=15, fontName='Helvetica-Bold', borderWidth=0, borderColor=self.COLORS['primary'], borderPadding=5 )) # Body text with better spacing styles.add(ParagraphStyle( name='CustomBody', parent=styles['Normal'], fontSize=11, textColor=self.COLORS['dark'], alignment=TA_JUSTIFY, spaceAfter=8, leading=14 )) # Highlight style for important info styles.add(ParagraphStyle( name='Highlight', parent=styles['Normal'], fontSize=12, textColor=self.COLORS['primary'], alignment=TA_LEFT, fontName='Helvetica-Bold', backColor=self.COLORS['light_gray'], borderWidth=1, borderColor=self.COLORS['primary'], borderPadding=8, spaceAfter=10 )) # Footer style styles.add(ParagraphStyle( name='Footer', parent=styles['Normal'], fontSize=9, textColor=self.COLORS['medium_gray'], alignment=TA_CENTER, spaceAfter=0 )) return styles def _create_header_footer(self, canvas, doc, title="Report", subtitle=""): """Create professional header and footer""" canvas.saveState() # Header canvas.setFillColor(self.COLORS['primary']) canvas.rect(0, doc.height + doc.topMargin - 40, doc.width + doc.leftMargin + doc.rightMargin, 40, fill=1) canvas.setFillColor(self.COLORS['white']) canvas.setFont('Helvetica-Bold', 16) canvas.drawString(doc.leftMargin, doc.height + doc.topMargin - 25, title) if subtitle: canvas.setFont('Helvetica', 10) canvas.drawString(doc.leftMargin, doc.height + doc.topMargin - 40, subtitle) # Add logo placeholder (if logo exists) canvas.setFillColor(self.COLORS['white']) canvas.rect(doc.width - 60, doc.height + doc.topMargin - 35, 50, 30, fill=1, stroke=0) canvas.setFillColor(self.COLORS['primary']) canvas.setFont('Helvetica-Bold', 8) canvas.drawCentredText(doc.width - 35, doc.height + doc.topMargin - 25, "LOGO") # Footer canvas.setFillColor(self.COLORS['light_gray']) canvas.rect(0, 0, doc.width + doc.leftMargin + doc.rightMargin, 30, fill=1) canvas.setFillColor(self.COLORS['medium_gray']) canvas.setFont('Helvetica', 9) canvas.drawString(doc.leftMargin, 10, f"Generated on {datetime.now().strftime('%B %d, %Y at %I:%M %p')}") canvas.drawRightString(doc.width + doc.leftMargin, 10, f"Page {canvas.getPageNumber()}") canvas.restoreState() def _create_summary_table(self, data, title="Summary"): """Create a beautiful summary table""" table_data = [["Metric", "Value"]] for key, value in data.items(): # Format the key (convert snake_case to Title Case) formatted_key = key.replace('_', ' ').title() # Format the value based on type if isinstance(value, (int, float)): if 'amount' in key.lower() or 'disbursed' in key.lower() or 'collected' in key.lower(): formatted_value = f"KES {value:,.2f}" elif 'rate' in key.lower() or 'percent' in key.lower(): formatted_value = f"{value:.1f}%" else: formatted_value = f"{value:,}" else: formatted_value = str(value) table_data.append([formatted_key, formatted_value]) table = Table(table_data, colWidths=[80*mm, 60*mm]) table.setStyle(TableStyle([ # Header styling ('BACKGROUND', (0, 0), (-1, 0), self.COLORS['primary']), ('TEXTCOLOR', (0, 0), (-1, 0), self.COLORS['white']), ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'), ('FONTSIZE', (0, 0), (-1, 0), 12), ('ALIGN', (0, 0), (-1, 0), 'CENTER'), # Data styling ('BACKGROUND', (0, 1), (-1, -1), self.COLORS['white']), ('TEXTCOLOR', (0, 1), (-1, -1), self.COLORS['dark']), ('FONTNAME', (0, 1), (-1, -1), 'Helvetica'), ('FONTSIZE', (0, 1), (-1, -1), 10), ('ALIGN', (0, 0), (0, -1), 'LEFT'), ('ALIGN', (1, 1), (1, -1), 'RIGHT'), # Alternating row colors ('ROWBACKGROUNDS', (0, 1), (-1, -1), [self.COLORS['white'], self.COLORS['light_gray']]), # Borders ('GRID', (0, 0), (-1, -1), 1, self.COLORS['medium_gray']), ('LINEBELOW', (0, 0), (-1, 0), 2, self.COLORS['primary']), # Padding ('TOPPADDING', (0, 0), (-1, -1), 8), ('BOTTOMPADDING', (0, 0), (-1, -1), 8), ('LEFTPADDING', (0, 0), (-1, -1), 10), ('RIGHTPADDING', (0, 0), (-1, -1), 10), ])) return table def _create_data_table(self, data, headers, title="Data Table"): """Create a professional data table""" if not data: return Paragraph("No data available", self.styles['CustomBody']) # Prepare table data table_data = [headers] for row in data: formatted_row = [] for item in row: if isinstance(item, (int, float)): if item > 1000: formatted_row.append(f"{item:,.0f}") else: formatted_row.append(f"{item:.2f}") else: formatted_row.append(str(item)) table_data.append(formatted_row) # Calculate column widths num_cols = len(headers) col_width = (180 * mm) / num_cols table = Table(table_data, colWidths=[col_width] * num_cols) table.setStyle(TableStyle([ # Header styling ('BACKGROUND', (0, 0), (-1, 0), self.COLORS['primary']), ('TEXTCOLOR', (0, 0), (-1, 0), self.COLORS['white']), ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'), ('FONTSIZE', (0, 0), (-1, 0), 10), ('ALIGN', (0, 0), (-1, 0), 'CENTER'), # Data styling ('BACKGROUND', (0, 1), (-1, -1), self.COLORS['white']), ('TEXTCOLOR', (0, 1), (-1, -1), self.COLORS['dark']), ('FONTNAME', (0, 1), (-1, -1), 'Helvetica'), ('FONTSIZE', (0, 1), (-1, -1), 9), ('ALIGN', (0, 1), (-1, -1), 'LEFT'), # Alternating row colors ('ROWBACKGROUNDS', (0, 1), (-1, -1), [self.COLORS['white'], self.COLORS['light_gray']]), # Borders ('GRID', (0, 0), (-1, -1), 0.5, self.COLORS['medium_gray']), ('LINEBELOW', (0, 0), (-1, 0), 2, self.COLORS['primary']), # Padding ('TOPPADDING', (0, 0), (-1, -1), 6), ('BOTTOMPADDING', (0, 0), (-1, -1), 6), ('LEFTPADDING', (0, 0), (-1, -1), 8), ('RIGHTPADDING', (0, 0), (-1, -1), 8), ])) return table def _create_chart_placeholder(self, chart_data, chart_type="bar"): """Create a chart using ReportLab graphics""" try: drawing = Drawing(400, 200) if chart_type == "pie" and 'labels' in chart_data and 'values' in chart_data: pie = Pie() pie.x = 50 pie.y = 50 pie.width = 100 pie.height = 100 pie.data = chart_data['values'] pie.labels = chart_data['labels'] pie.slices.strokeWidth = 0.5 drawing.add(pie) elif chart_type == "bar" and 'categories' in chart_data and 'values' in chart_data: bar_chart = VerticalBarChart() bar_chart.x = 50 bar_chart.y = 50 bar_chart.height = 125 bar_chart.width = 300 bar_chart.data = [chart_data['values']] bar_chart.categoryAxis.categoryNames = chart_data['categories'] bar_chart.bars[0].fillColor = self.COLORS['primary'] drawing.add(bar_chart) return drawing except Exception as e: logger.error(f"Chart creation failed: {e}") # Return a placeholder rectangle drawing = Drawing(400, 200) drawing.add(Rect(0, 0, 400, 200, fillColor=self.COLORS['light_gray'])) drawing.add(String(200, 100, "Chart Placeholder", textAnchor='middle')) return drawing def generate_dashboard_report(self, data): """Generate comprehensive dashboard report PDF""" try: buffer = io.BytesIO() doc = SimpleDocTemplate( buffer, pagesize=A4, topMargin=60*mm, bottomMargin=40*mm, leftMargin=20*mm, rightMargin=20*mm ) elements = [] # Title page elements.append(Paragraph("Dashboard Report", self.styles['CustomTitle'])) elements.append(Paragraph( f"Comprehensive Business Analytics", self.styles['CustomSubtitle'] )) elements.append(Spacer(1, 20)) # Executive Summary if 'summary' in data: elements.append(Paragraph("Executive Summary", self.styles['SectionHeader'])) summary_table = self._create_summary_table(data['summary']) elements.append(summary_table) elements.append(Spacer(1, 20)) # Portfolio Overview if 'portfolio' in data: elements.append(Paragraph("Portfolio Overview", self.styles['SectionHeader'])) portfolio_table = self._create_summary_table(data['portfolio']) elements.append(portfolio_table) elements.append(Spacer(1, 15)) # Add chart if data available if 'chart_data' in data['portfolio']: chart = self._create_chart_placeholder(data['portfolio']['chart_data'], 'pie') elements.append(chart) elements.append(Spacer(1, 20)) # Loan Performance if 'loans' in data: elements.append(Paragraph("Loan Performance", self.styles['SectionHeader'])) if 'summary' in data['loans']: loan_summary = self._create_summary_table(data['loans']['summary']) elements.append(loan_summary) elements.append(Spacer(1, 15)) if 'details' in data['loans']: headers = ["Loan #", "Borrower", "Amount", "Status", "Due Date"] loan_table = self._create_data_table(data['loans']['details'], headers) elements.append(loan_table) elements.append(Spacer(1, 20)) # Risk Analysis if 'risk' in data: elements.append(PageBreak()) elements.append(Paragraph("Risk Analysis", self.styles['SectionHeader'])) if 'summary' in data['risk']: risk_summary = self._create_summary_table(data['risk']['summary']) elements.append(risk_summary) elements.append(Spacer(1, 15)) if 'high_risk_loans' in data['risk']: headers = ["Loan #", "Borrower", "Days Overdue", "Amount", "Risk Level"] risk_table = self._create_data_table(data['risk']['high_risk_loans'], headers) elements.append(risk_table) # Financial Summary if 'financial' in data: elements.append(Spacer(1, 20)) elements.append(Paragraph("Financial Summary", self.styles['SectionHeader'])) financial_table = self._create_summary_table(data['financial']) elements.append(financial_table) # Build PDF with custom header/footer def add_header_footer(canvas, doc): self._create_header_footer(canvas, doc, "Dashboard Report", "Business Analytics") doc.build(elements, onFirstPage=add_header_footer, onLaterPages=add_header_footer) buffer.seek(0) return buffer except Exception as e: logger.error(f"Dashboard PDF generation failed: {e}") return None def generate_loan_statement_pdf(self, loan_data): """Generate beautiful loan statement PDF""" try: buffer = io.BytesIO() doc = SimpleDocTemplate( buffer, pagesize=A4, topMargin=60*mm, bottomMargin=40*mm, leftMargin=20*mm, rightMargin=20*mm ) elements = [] # Title elements.append(Paragraph("LOAN STATEMENT", self.styles['CustomTitle'])) elements.append(Spacer(1, 20)) # Loan Information elements.append(Paragraph("Loan Information", self.styles['SectionHeader'])) loan_info = { 'loan_number': loan_data.get('loan_number', 'N/A'), 'borrower_name': loan_data.get('borrower_name', 'N/A'), 'principal_amount': loan_data.get('principal_amount', 0), 'disbursement_date': loan_data.get('disbursement_date', 'N/A'), 'due_date': loan_data.get('due_date', 'N/A'), 'status': loan_data.get('status', 'N/A'), 'outstanding_balance': loan_data.get('outstanding_balance', 0) } loan_table = self._create_summary_table(loan_info) elements.append(loan_table) elements.append(Spacer(1, 20)) # Repayment History if 'repayments' in loan_data and loan_data['repayments']: elements.append(Paragraph("Repayment History", self.styles['SectionHeader'])) headers = ["Date", "Amount", "Method", "Reference", "Balance After"] repayment_data = [] for repayment in loan_data['repayments']: repayment_data.append([ repayment.get('date', ''), f"KES {repayment.get('amount', 0):,.2f}", repayment.get('method', ''), repayment.get('reference', ''), f"KES {repayment.get('balance_after', 0):,.2f}" ]) repayment_table = self._create_data_table(repayment_data, headers) elements.append(repayment_table) else: elements.append(Paragraph("No repayments recorded", self.styles['CustomBody'])) elements.append(Spacer(1, 20)) # Summary if 'summary' in loan_data: elements.append(Paragraph("Summary", self.styles['SectionHeader'])) summary_table = self._create_summary_table(loan_data['summary']) elements.append(summary_table) # Build PDF def add_header_footer(canvas, doc): self._create_header_footer(canvas, doc, "Loan Statement", f"Loan #{loan_data.get('loan_number', 'N/A')}") doc.build(elements, onFirstPage=add_header_footer, onLaterPages=add_header_footer) buffer.seek(0) return buffer except Exception as e: logger.error(f"Loan statement PDF generation failed: {e}") return None def generate_client_report_pdf(self, client_data): """Generate comprehensive client report PDF""" try: buffer = io.BytesIO() doc = SimpleDocTemplate( buffer, pagesize=A4, topMargin=60*mm, bottomMargin=40*mm, leftMargin=20*mm, rightMargin=20*mm ) elements = [] # Title elements.append(Paragraph("CLIENT REPORT", self.styles['CustomTitle'])) elements.append(Spacer(1, 20)) # Client Information elements.append(Paragraph("Client Information", self.styles['SectionHeader'])) client_info = { 'name': client_data.get('name', 'N/A'), 'phone': client_data.get('phone', 'N/A'), 'email': client_data.get('email', 'N/A'), 'id_number': client_data.get('id_number', 'N/A'), 'member_since': client_data.get('member_since', 'N/A'), 'credit_score': client_data.get('credit_score', 0) } client_table = self._create_summary_table(client_info) elements.append(client_table) elements.append(Spacer(1, 20)) # Loan Summary if 'summary' in client_data: elements.append(Paragraph("Loan Summary", self.styles['SectionHeader'])) summary_table = self._create_summary_table(client_data['summary']) elements.append(summary_table) elements.append(Spacer(1, 20)) # Loan History if 'loans' in client_data and client_data['loans']: elements.append(Paragraph("Loan History", self.styles['SectionHeader'])) headers = ["Loan #", "Amount", "Disbursed", "Due Date", "Status", "Balance"] loan_data = [] for loan in client_data['loans']: loan_data.append([ loan.get('loan_number', ''), f"KES {loan.get('principal_amount', 0):,.2f}", loan.get('disbursement_date', ''), loan.get('due_date', ''), loan.get('status', ''), f"KES {loan.get('balance', 0):,.2f}" ]) loan_table = self._create_data_table(loan_data, headers) elements.append(loan_table) else: elements.append(Paragraph("No loans recorded", self.styles['CustomBody'])) # Build PDF def add_header_footer(canvas, doc): self._create_header_footer(canvas, doc, "Client Report", client_data.get('name', 'N/A')) doc.build(elements, onFirstPage=add_header_footer, onLaterPages=add_header_footer) buffer.seek(0) return buffer except Exception as e: logger.error(f"Client report PDF generation failed: {e}") return None