fmt_agenda.py

import StringIO
import unicodecsv

# columns to display, in order.  (Displayed Name, RelateIQ Column Name, bootstrap column width (should add to 12))
columns = [('Company', 'Name', 2),
           ('Contacts', 'Contacts', 2),
           ('Description', 'Description', 3),
           ('Sector', 'Sector', 1),
           ('Round', 'Round', 1),
           ('Team', 'Deal Team', 1),
           ('Owner', 'Owner', 1),
           ('Days', 'Days in Current Status', 1),
           ('Inactive', 'Inactive (days)', 1)]

# converts names to initials.  If not in this list, will just use first and last initials
initial_translation = {'Adil Syed': 'AS',
                       'Alex Clayton': 'AC',
                       'Allen Beasley': 'WAB',
                       'Chris Child': 'CPC',
                       'Chris Moore': 'CBM',
                       'Edward Suh': 'ES',
                       'Elliot Geidt': 'EG',
                       'Jamie Davidson': 'JD',
                       'Jeff Brody': 'JDB',
                       'Mahesh Vellanki': 'MV',
                       'Pueo Keffer': 'PGK',
                       'Ryan Sarver': 'RS',
                       'Satish Dharmaraj': 'SD',
                       'Scott Raney': 'SCR',
                       'Tim Haley': 'TMH',
                       'Tom Dyal': 'RTD',
                       'Tom Tunguz': 'TT',
                       'geoff yang': 'GYY',
                       'john walecka': 'JLW'}


# determines the order in which each status type should appear in the list
status_order = {'Signed Deal': 1,
                'Diligence': 2,
                'Met': 3}

# determines the order in which companies in each group should be sorted (sort column is set in format_agenda)
sort_order = {'Signed Deal': 1,
              'Diligence': 1,
              'Met': -1}

####################
### RENDER A ROW ###
####################
### takes a row from the relateiq csv format and, given the matching header row and a list of columns to display,
### creates an html row


def render_row(row, header, header_cols):
    dz = dict(zip(header, row))

    def initials(person):
        return initial_translation.get(person) or ''.join([c[0].upper() for c in person.split(' ')])

    def fmt(column, data):
        if column == 'Contacts':
            return data.replace(',', ', ')
        elif column == 'Owner':
            return initials(data)
        elif column == 'Deal Team' and data == '':
            return initials(dz['Owner'])
        else:
            return data

    text = "<tr>\n" + "".join(["<td>" + fmt(r, dz[r]) + "</td>\n" for r in header_cols]) + "</tr>\n"
    return text

#####################
### RENDER HEADER ###
#####################
# creates a header row from the global variables for either regular agenda or inactive agenda


def format_table_header():
    output = "\n".join(['<th class="span%s">%s</th>' % (width, title) for (title, riqname, width) in columns])
    return output

#####################
### FORMAT AGENDA ###
#####################
# main entry point.  data is the full csv from relateiq,

def format_agenda(data):
    df = StringIO.StringIO(unicode(data).encode("utf-8"))
    reader = unicodecsv.reader(df, delimiter='\t')
    header = reader.next()  # get the column headers, assumed to be the first row
    print "header: %s" % header
    # back into the status and days in the current status columns, since we'll need them later
    status_col = header.index('Status')
    days_col = header.index('Days in Current Status')
    inactive_col = header.index('Inactive (days)')
    sort_col = days_col

    last_status = ""
    output = ""

    header_cols = [riqname for (title, riqname, width) in columns]
    #header_indicies = {j:i for i, j in enumerate(header)}

    # sort the reader by status col, followed by sort_col (assumed to be an int, and set to 0 if not a digit)
    sorted_reader = sorted(reader, key=lambda x:
                           (status_order[x[status_col]],
                            (int(x[sort_col]) * sort_order[x[status_col]]) if x[sort_col].isdigit() else 0))

    inactive_rows = []
    
    # iterate through the sorted reader, creating new rows, and creating a status row whenever the status changes
    for row in sorted_reader:
        if row[status_col] != last_status:
            # add a column to break up the statuses
            output += '<tr class="status_row"><td colspan=%s>%s</td></tr>\n' % (len(columns), row[status_col])
            last_status = row[status_col]

        # render the row

        if row[status_col] == 'Met':
          # filter out really inactive ones
          if row[days_col] and int(row[days_col]) > 30 and (not row[inactive_col] or int(row[inactive_col]) > 14):
            #print "inactive: days_col: %s inactive_col: %s" % (row[days_col], row[inactive_col])
            inactive_rows.append(row)
            continue

        output = output + render_row(row, header, header_cols)

    # add the inactive group
    output += '<tr class="status_row"><td colspan=%s>%s</td></tr>\n' % (len(columns), 'Inactive Deals (Met)')
    for row in inactive_rows:
      output = output + render_row(row, header, header_cols)

    return output