"""HTML Report Generator - Full Money Forward Style"""
from pathlib import Path
from datetime import datetime
from typing import Optional
import json
from ..data_models import FinancialReport, PLItem, KPICard
from ..pdf.styles import format_currency
class HTMLReportGenerator:
"""HTML Report Generator with Chart.js, Google Fonts, and AI Analysis"""
def __init__(
self,
output_path: Path,
report_data: FinancialReport,
use_ai: bool = True
):
self.output_path = Path(output_path)
self.data = report_data
self.use_ai = use_ai
self.ai_summary = None
self.ai_variance = None
self.ai_highlights = None
def generate(self) -> Path:
"""Generate HTML report"""
# Generate AI content if enabled
if self.use_ai:
self._generate_ai_content()
html_content = self._build_html()
self.output_path.parent.mkdir(parents=True, exist_ok=True)
self.output_path.write_text(html_content, encoding='utf-8')
return self.output_path
def _generate_ai_content(self):
"""Generate AI-powered content"""
try:
from ..ai_client import get_gemini_client
client = get_gemini_client()
print(" Generating AI summary...")
self.ai_summary = self._clean_ai_response(
client.generate_financial_summary(self.data)
)
print(" Generating AI variance analysis...")
self.ai_variance = self._clean_ai_response(
client.generate_variance_analysis(self.data)
)
print(" Generating AI financial highlights...")
self.ai_highlights = client.generate_financial_highlights(self.data)
except Exception as e:
print(f" AI generation failed: {e}")
self.ai_summary = None
self.ai_variance = None
self.ai_highlights = None
def _clean_ai_response(self, response: str) -> str:
"""Clean AI response by removing markdown code blocks"""
if not response:
return response
# Remove markdown code block wrappers
import re
# Remove ```html and ``` wrappers
cleaned = re.sub(r'```html\s*', '', response)
cleaned = re.sub(r'```\s*', '', cleaned)
return cleaned.strip()
def _build_html(self) -> str:
"""Build complete HTML document"""
return f"""
{self.data.company_name} - {self.data.fiscal_year} Financial Report
{self._build_header()}
業績見通し
サマリ
損益計算書
業績分析表
財務ハイライト
{self._build_dashboard_page()}
{self._build_summary_page()}
{self._build_pl_table_page()}
{self._build_analysis_page()}
{self._build_highlights_page()}
{self._build_footer()}
業績見通し
（単位：円）
年間着地見込
{annual_kpis_html}
{self.data.target_month}実績
{monthly_kpis_html}
"""
def _build_kpi_section(self, kpis: list, label: str) -> str:
"""Build KPI cards HTML"""
color_map = {
"#2563eb": "blue",
"#16a34a": "green",
"#dc2626": "red",
"#8b5cf6": "purple",
"#0891b2": "cyan",
"#f59e0b": "orange",
}
cards_html = ""
for kpi in kpis:
color_class = color_map.get(kpi.color, "blue")
is_negative = kpi.value < 0
value_class = "negative" if is_negative else ""
variance_html = ""
if kpi.target_value and kpi.target_value != 0:
variance = kpi.value - kpi.target_value
var_class = "positive" if variance >= 0 else "negative"
var_sign = "+" if variance >= 0 else ""
variance_html = f'''
予算: {format_currency(kpi.target_value)}
{var_sign}{format_currency(variance)}
'''
cards_html += f"""
{kpi.title}
{kpi.formatted_value}
{label}
{variance_html}
"""
return cards_html
def _build_summary_page(self) -> str:
"""Build summary page with AI analysis"""
ai_content = ""
if self.ai_summary:
ai_content = f"""
🤖 AI分析サマリ
{self.ai_summary}
"""
else:
ai_content = """
📊 財務サマリ
AIサマリを生成するには、GOOGLE_API_KEYを設定してください。
"""
# Financial summary table
summary_table = self._build_summary_table()
return f"""
サマリ
{ai_content}
主要指標サマリ
{summary_table}
"""
def _build_summary_table(self) -> str:
"""Build summary table"""
summary_items = [
item for item in self.data.pl_items
if any(kw in item.name for kw in ["売上高", "売上原価", "売上総", "営業", "経常", "純利益"])
and item.level == 0
]
if not summary_items:
return "データがありません
"
rows_html = ""
for item in summary_items[:10]:
budget = item.total_budget
actual = item.total_actual
variance = item.total_variance
rate = item.total_achievement_rate
var_class = "positive" if variance >= 0 else "negative"
rate_class = "positive" if rate and rate >= 100 else "negative" if rate else ""
rows_html += f"""
{item.name}
{format_currency(budget)}
{format_currency(actual)}
{format_currency(variance)}
{f'{rate:.1f}%' if rate else '-'}
"""
return f"""
科目
予算（累計）
実績（累計）
差異
達成率
{rows_html}
"""
def _build_pl_table_page(self) -> str:
"""Build P/L table page"""
if not self.data.pl_items:
return ''
month_labels = self.data.month_labels[:12]
header_html = "科目 "
for month in month_labels:
header_html += f"{month} "
header_html += "合計 "
rows_html = ""
for item in self.data.pl_items:
row_class = ""
if item.is_total:
row_class = "total-row"
elif item.level > 0:
row_class = "sub-item"
cells = f"{item.name} "
for i, month in enumerate(month_labels):
if i < len(item.monthly_values):
val = item.monthly_values[i].actual
val_class = "negative" if val < 0 else ""
cells += f'{format_currency(val)} '
else:
cells += "- "
total_class = "negative" if item.total_actual < 0 else ""
cells += f'{format_currency(item.total_actual)} '
rows_html += f'{cells} '
return f"""
損益計算書
（単位：円）
{header_html}
{rows_html}
"""
def _build_analysis_page(self) -> str:
"""Build performance analysis page (業績分析表)"""
ai_analysis = ""
if self.ai_variance:
ai_analysis = f"""
🤖 AI差異分析
{self.ai_variance}
"""
# Build comparison KPIs
comparison_html = self._build_comparison_kpis()
return f"""
業績分析表
対象：{self.data.target_month}
{ai_analysis}
{self.data.target_month} 実績
{comparison_html}
"""
def _build_comparison_kpis(self) -> str:
"""Build comparison KPI cards"""
key_items = ["売上高", "売上総", "営業", "純利益"]
cards = ""
for item in self.data.pl_items:
if any(kw in item.name and item.level == 0 for kw in key_items):
if item.monthly_values:
last_month = item.monthly_values[-1] if item.monthly_values else None
if last_month:
variance = last_month.actual - last_month.budget
var_class = "positive" if variance >= 0 else "negative"
var_sign = "+" if variance >= 0 else ""
cards += f"""
{item.name}
{format_currency(last_month.actual)}
予算: {format_currency(last_month.budget)}
{var_sign}{format_currency(variance)}
"""
return cards if cards else "データがありません
"
def _build_highlights_page(self) -> str:
"""Build financial highlights page (財務ハイライト)"""
if self.ai_highlights:
total_score = self.ai_highlights.get("total_score", 21)
grade = self.ai_highlights.get("grade", "B")
scores = self.ai_highlights.get("scores", {})
comment = self.ai_highlights.get("overall_comment", "")
score_cards = ""
for name, data in scores.items():
score = data.get("score", 3)
score_cards += f"""
"""
else:
total_score = 21
grade = "B"
comment = "財務分析を行うにはAI機能を有効にしてください。"
score_cards = """
"""
return f"""
財務ハイライト
対象：{self.data.target_month}
総合評価
{grade}
{total_score}/30
{comment}
"""
def _build_footer(self) -> str:
"""Build footer"""
return f"""
"""
def _build_chart_scripts(self) -> str:
"""Build all Chart.js scripts"""
scripts = []
# Annual combo chart
scripts.append(self._build_annual_chart())
# Monthly combo chart
scripts.append(self._build_monthly_chart())
# Comparison chart
scripts.append(self._build_comparison_chart())
# Radar chart
scripts.append(self._build_radar_chart())
return "\n".join(scripts)
def _build_annual_chart(self) -> str:
"""Build annual combo chart"""
labels = json.dumps(self.data.month_labels[:12])
sales_data = []
profit_data = []
sales_item = next((item for item in self.data.pl_items if item.name == "売上高"), None)
profit_item = next((item for item in self.data.pl_items if "営業" in item.name and "損益" in item.name), None)
if sales_item:
sales_data = [float(v.actual) for v in sales_item.monthly_values[:12]]
if profit_item:
profit_data = [float(v.actual) for v in profit_item.monthly_values[:12]]
return f"""
new Chart(document.getElementById('chart-annual'), {{
type: 'bar',
data: {{
labels: {labels},
datasets: [
{{
label: '売上高',
data: {json.dumps(sales_data)},
backgroundColor: '#93c5fd',
borderColor: '#2563eb',
borderWidth: 1,
yAxisID: 'y'
}},
{{
label: '営業利益',
data: {json.dumps(profit_data)},
type: 'line',
borderColor: '#dc2626',
backgroundColor: 'transparent',
borderWidth: 2,
tension: 0.1,
yAxisID: 'y1'
}}
]
}},
options: {{
responsive: true,
interaction: {{ mode: 'index', intersect: false }},
scales: {{
y: {{
type: 'linear',
position: 'left',
ticks: {{ callback: v => (v/10000).toLocaleString() + '万' }}
}},
y1: {{
type: 'linear',
position: 'right',
grid: {{ drawOnChartArea: false }},
ticks: {{ callback: v => (v/10000).toLocaleString() + '万' }}
}}
}},
plugins: {{ legend: {{ position: 'bottom' }} }}
}}
}});
"""
def _build_monthly_chart(self) -> str:
"""Build monthly chart"""
labels = json.dumps(self.data.month_labels[-6:] if len(self.data.month_labels) > 6 else self.data.month_labels)
sales_data = []
profit_data = []
sales_item = next((item for item in self.data.pl_items if item.name == "売上高"), None)
profit_item = next((item for item in self.data.pl_items if "営業" in item.name and "損益" in item.name), None)
if sales_item:
sales_data = [float(v.actual) for v in sales_item.monthly_values[-6:]]
if profit_item:
profit_data = [float(v.actual) for v in profit_item.monthly_values[-6:]]
return f"""
new Chart(document.getElementById('chart-monthly'), {{
type: 'bar',
data: {{
labels: {labels},
datasets: [
{{
label: '売上高',
data: {json.dumps(sales_data)},
backgroundColor: '#93c5fd'
}},
{{
label: '営業利益',
data: {json.dumps(profit_data)},
backgroundColor: '#1e40af'
}}
]
}},
options: {{
responsive: true,
scales: {{
y: {{ ticks: {{ callback: v => (v/10000).toLocaleString() + '万' }} }}
}},
plugins: {{ legend: {{ position: 'bottom' }} }}
}}
}});
"""
def _build_comparison_chart(self) -> str:
"""Build budget vs actual comparison chart"""
labels = ["売上高", "売上総利益", "営業利益", "経常利益"]
budget_data = []
actual_data = []
for label in labels:
item = next((i for i in self.data.pl_items if label in i.name and i.level == 0), None)
if item:
budget_data.append(float(item.total_budget))
actual_data.append(float(item.total_actual))
else:
budget_data.append(0)
actual_data.append(0)
return f"""
new Chart(document.getElementById('chart-comparison'), {{
type: 'bar',
data: {{
labels: {json.dumps(labels)},
datasets: [
{{
label: '予算',
data: {json.dumps(budget_data)},
backgroundColor: '#cbd5e1'
}},
{{
label: '実績',
data: {json.dumps(actual_data)},
backgroundColor: '#2563eb'
}}
]
}},
options: {{
responsive: true,
scales: {{
y: {{ ticks: {{ callback: v => (v/10000).toLocaleString() + '万' }} }}
}},
plugins: {{ legend: {{ position: 'bottom' }} }}
}}
}});
"""
def _build_radar_chart(self) -> str:
"""Build radar chart for financial highlights"""
if self.ai_highlights and "scores" in self.ai_highlights:
scores = self.ai_highlights["scores"]
data = [scores.get(k, {}).get("score", 3) for k in
["売上持続性", "収益性", "生産性", "健全性", "効率性", "安全性"]]
else:
data = [3, 4, 4, 4, 3, 3]
labels = json.dumps(["売上持続性", "収益性", "生産性", "健全性", "効率性", "安全性"])
benchmark = [3, 3, 3, 3, 3, 3]
return f"""
new Chart(document.getElementById('chart-radar'), {{
type: 'radar',
data: {{
labels: {labels},
datasets: [
{{
label: '当社',
data: {json.dumps(data)},
backgroundColor: 'rgba(37, 99, 235, 0.2)',
borderColor: '#2563eb',
borderWidth: 2,
pointBackgroundColor: '#2563eb'
}},
{{
label: '業種基準',
data: {json.dumps(benchmark)},
backgroundColor: 'transparent',
borderColor: '#94a3b8',
borderWidth: 1,
borderDash: [5, 5],
pointBackgroundColor: '#94a3b8'
}}
]
}},
options: {{
responsive: true,
scales: {{
r: {{
beginAtZero: true,
max: 5,
ticks: {{ stepSize: 1 }}
}}
}},
plugins: {{ legend: {{ position: 'bottom' }} }}
}}
}});
"""
def _build_nav_scripts(self) -> str:
"""Build navigation scripts"""
return """
// Tab navigation
document.querySelectorAll('.nav-tab').forEach(tab => {
tab.addEventListener('click', function(e) {
e.preventDefault();
// Remove active from all tabs
document.querySelectorAll('.nav-tab').forEach(t => t.classList.remove('active'));
document.querySelectorAll('.page').forEach(p => p.classList.remove('active'));
// Add active to clicked tab
this.classList.add('active');
// Show corresponding page
const targetId = this.getAttribute('href').substring(1);
document.getElementById(targetId).classList.add('active');
});
});
// Show first page by default
document.querySelector('.page').classList.add('active');
"""