📊 Operator Dashboard - Standalone Edition

🎯 Overview

This is a completely self-contained operator dashboard system that provides sophisticated data visualization and analysis capabilities. It has been extracted from the larger OrionTechAudits system and can run independently.

✨ Features

• 🧠 Smart Table System - Auto-detects data types and applies appropriate filters
• 🌐 Web Interface - Modern Flask-based web application
• 📊 Multiple Dashboard Types
  • Operator Dashboard (HTML & Web): Standard, Modular, and Visualization dashboards
  • Status Flow Dashboard: Advanced status transitions and flow visualizations (Sankey, network, violin, treemap, sunburst, timeline, and more)
• 📈 Interactive Charts - Chart.js and D3.js integration with real-time data
• 📤 Export Capabilities - CSV, Excel, PDF, and print options
• 🎨 Professional UI - Bootstrap 5 with mobile support
• ⚡ High Performance - Optimized for large datasets
• 🔄 Complete Data Pipeline - From raw files to finished dashboards
• 🗂️ Comprehensive Reports - Excel, JSON, CSV, and HTML outputs

🚀 Quick Start

1. Prerequisites

• Python 3.8 or higher
• All required packages are listed in requirements.txt

2. Running the Dashboard

Easiest way:

python run_dashboard.py

This will:

• Check and install dependencies
• Present a menu of options
• Start the web application (recommended)

Direct web app launch:

python -m src.operator_html_generator.web_app

Generate HTML dashboard only:

python -m src.operator_html_generator.main

3. Accessing the Dashboard

• Web App: http://localhost:5000
• Generated HTML: reports/html_reports/operator_dashboard.html

🖥️ Dashboard Types & Outputs

Operator Dashboards

• Standard Operator Dashboard: reports/html_reports/operator_dashboard.html
• Modular Dashboard: reports/html_reports/modular_dashboard.html, operator_dashboard_modular.html
• Visualization Dashboard: reports/html_reports/visualization_dashboard.html

Status Flow Dashboard

• Status Transitions & Flows: reports/status_flow_dashboard.html, reports/visualizations/status_transitions_standalone.html
• Advanced Visualizations: Sankey diagrams, network graphs, violin plots, treemaps, sunburst, timelines, and more (see src/status_flow_dashboard/visualizations/)

Reports & Data Exports

• Excel Reports: reports/operator_status_report.xlsx
• JSON Data: reports/consolidated_dashboard_data.json, reports/detailed_records.json, etc.
• CSV/Statistical Reports: reports/status_statistics.csv, reports/status_statistics_all_operators.csv, etc.

Interactive Console & Automation

• Console Menu: python console_app.py for all workflows
• All-in-One Processing: Fully automated pipeline from raw data to dashboard

---

📁 Project Structure

operator_dashboard_standalone/
├── 📄 run_dashboard.py              # Main launcher script
├── 📄 console_app.py                # Interactive console interface
├── 📄 requirements.txt              # Python dependencies
├── 📄 README.md                     # This file
│
├── 📁 src/                          # Source code
│   ├── 📁 operator_html_generator/  # Main dashboard system
│   │   ├── web_app.py              # Flask web application
│   │   ├── main.py                 # CLI dashboard generator
│   │   ├── html_generator.py       # HTML generation engine
│   │   ├── 📁 templates/           # Jinja2 templates
│   │   ├── 📁 static/              # CSS, JS assets
│   │   └── 📁 data_preparers/      # Data processing modules
│   │
│   ├── 📁 operator_excel_generator/ # Data processing backend
│   ├── 📁 status_flow_dashboard/   # Status flow & advanced visualizations
│   │   ├── main.py                # Status flow dashboard generator
│   │   ├── 📁 visualizations/     # Sankey, network, violin, treemap, etc.
│   ├── process_audit_files.py     # Raw data processor
│   └── update_dashboard_with_historical_data.py
│
├── 📁 Files/                       # Data directories
│   ├── 📁 raw_files/              # Input: Raw Excel files
│   │   ├── 📁 Operators/          # Operator data files
│   │   └── 📁 Vehicles/           # Vehicle data files
│   ├── 📁 processed/              # Output: Processed CSV files
│   ├── 📁 DailyAudits/           # Output: Daily Excel reports
│   └── 📁 ...
│
├── 📁 reports/                     # Generated reports
│   ├── detailed_records.json      # Main data file
│   ├── operator_status_report.xlsx # Excel output
│   └── 📁 html_reports/          # HTML dashboards
│
├── 📁 downloads/                   # Intermediate processing
├── 📁 misc/                       # Configuration files
└── 📁 logs/                       # Processing logs

🔄 Data Processing Pipeline

Step 1: Raw Data Input

Place your raw Excel files in:

• Files/raw_files/Operators/ - Operator certification files
• Files/raw_files/Vehicles/ - Vehicle certification files

Expected file naming pattern:

• Operators: ExportTemplate.xlsx, ExportTemplate (1).xlsx, etc.
• Vehicles: ExportTemplateFleet.xlsx, ExportTemplateFleet (1).xlsx, etc.

Step 2: Data Processing

Run the data processor:

python src/process_audit_files.py

This will:

1. Copy and rename files to downloads/
2. Generate Excel reports in Files/DailyAudits/
3. Create CSV files in Files/processed/
4. Generate JSON data in reports/

Step 3: Dashboard Generation

Run the dashboard generator:

python -m src.operator_html_generator.main

🌐 Web Application & Visualization Features

Main Interface

• Generate Dashboard: Creates new operator analytics dashboard
• View Dashboard: Opens generated dashboard in new tab
• Real-time Progress: Live progress updates during generation
• Loading Screen: Professional loading interface with Orion branding

Dashboard Sections

1. 📈 Summary Cards - Key metrics overview
2. 👥 Operators Table - Smart filterable data table
3. 📊 Status Analysis - Multi-perspective analytical dashboard
4. 🔄 Transitions - Status change tracking
5. 🎯 Happy Path - Progress metrics and analysis
6. 📈 Time Series - Historical trend analysis
7. 🧮 Analytics - Advanced statistical insights
8. 🌀 Status Flow Visualizations - Sankey, network, violin, treemap, sunburst, timeline, and more

🔬 Status Flow Dashboard

The Status Flow Dashboard provides advanced visualizations for operator status transitions and flows, including:

• Sankey Diagrams
• Network Graphs
• Violin Plots
• Treemaps
• Sunburst Charts
• Timelines
• Statistical Analysis
• Stream Graphs
• Chord, Arc, and Flowchart Visualizations

These are available via the console menu, web app, or by running:

python -m src.status_flow_dashboard.main

or by opening the generated HTML files in reports/visualizations/.

Interactive Features

• 🔍 Advanced Filtering - Excel-style filters with multiple types
• 📤 Export Options - Copy, CSV, Excel, PDF, Print
• 📱 Responsive Design - Works on desktop, tablet, and mobile
• 🎨 Theme Support - Light/dark theme toggle
• 🔄 Real-time Search - Instant filtering across all columns

⚙️ Configuration

Division Mapping

The system uses a predefined mapping for file processing:

OPERATOR_FILE_MAPPINGS = {
    "ExportTemplate": "IL",           # Illinois
    "ExportTemplate (1)": "TX",       # Texas
    "ExportTemplate (2)": "CA",       # California
    "ExportTemplate (3)": "FL",       # Florida
    "ExportTemplate (4)": "MI",       # Michigan
    "ExportTemplate (5)": "OH",       # Ohio
    "ExportTemplate (6)": "OR",       # Oregon
    "ExportTemplate (7)": "GA",       # Georgia
    "ExportTemplate (8)": "PA",       # Pennsylvania
    "ExportTemplate (9)": "AutoSync-CHI"  # AutoSync Chicago
}

Status Colors

Status colors and groupings are defined in misc/status_colors.json

🛠️ Development

Adding New Features

1. Data Preparers: Add new modules in src/operator_html_generator/data_preparers/
2. Templates: Create new components in src/operator_html_generator/templates/components/
3. Visualizations: Extend src/status_flow_dashboard/visualizations/

Dependencies

Core dependencies include:

• Flask - Web application framework
• Pandas - Data manipulation and analysis
• Jinja2 - HTML templating
• OpenPyXL - Excel file processing
• NumPy - Numerical computing
• SciPy - Statistical analysis

🚨 Troubleshooting

Common Issues

1. Missing Dependencies

pip install -r requirements.txt

2. Data File Not Found

• Ensure raw files are in Files/raw_files/
• Check file naming matches expected pattern
• Run data processing first: python src/process_audit_files.py

3. Port Already in Use

• Web app runs on port 5000 by default
• Stop other Flask applications or modify port in web_app.py

4. Import Errors

• Ensure you're running from the project root directory
• Check Python path includes src/ directory

Logs

Processing logs are saved in logs/ directory for debugging.

📋 Usage Examples

Console Interface

python console_app.py

Direct Processing

# Process raw files
python src/process_audit_files.py

# Generate consolidated data
python src/update_dashboard_with_historical_data.py

# Create HTML dashboard
python -m src.operator_html_generator.main

# Generate status flow dashboard
python -m src.status_flow_dashboard.main

Web Development

# Start in debug mode
FLASK_DEBUG=1 python -m src.operator_html_generator.web_app

📄 License

This standalone version maintains all functionality from the original OrionTechAudits system while being completely self-contained and portable.

🆘 Support

For issues or questions:

1. Check the troubleshooting section above
2. Review log files in logs/ directory
3. Ensure all dependencies are properly installed
4. Verify data files are in correct locations

---

🎉 Ready to use! Run python run_dashboard.py to get started.