fix(reports): freeze first excel column

apps/reports/services/exporters.py

@@ -26,6 +26,13 @@ BORDER = Border(
     top=Side(style="thin", color="D0D7DE"),
     bottom=Side(style="thin", color="D0D7DE"),
 )
+USER_SUMMARY_SEPARATOR_BORDER = Border(
+    left=Side(style="thin", color="D0D7DE"),
+    right=Side(style="thin", color="D0D7DE"),
+    top=Side(style="medium", color="94A3B8"),
+    bottom=Side(style="thin", color="D0D7DE"),
+)
+EMPTY_BORDER = Border()
 
 
 class BookmarkDocTemplate(SimpleDocTemplate):
@@ -65,6 +72,10 @@ def _autosize_columns(worksheet) -> None:
         worksheet.column_dimensions[get_column_letter(column_index)].width = min(max(width + 4, 12), 30)
 
 
+def _freeze_first_column(worksheet) -> None:
+    worksheet.freeze_panes = "B1"
+
+
 def _money_label(locale: ExportLocale, income_totals: list[dict]) -> str:
     return locale.format_money_label(income_totals)
 
@@ -619,6 +630,8 @@ def _append_user_details_block_excel(
 
 
 def _merge_and_style(worksheet, *, row: int, start_col: int, end_col: int, value: str, rtl: bool) -> None:
+    if end_col < start_col:
+        end_col = start_col
     worksheet.merge_cells(start_row=row, start_column=start_col, end_row=row, end_column=end_col)
     cell = worksheet.cell(row=row, column=start_col)
     cell.value = value
@@ -628,12 +641,19 @@ def _merge_and_style(worksheet, *, row: int, start_col: int, end_col: int, value
 def _append_merged_heading(worksheet, *, locale: ExportLocale, title: str, span: int) -> int:
     worksheet.append([title])
     row = worksheet.max_row
+    span = max(int(span), 1)
     if span > 1:
         worksheet.merge_cells(start_row=row, start_column=1, end_row=row, end_column=span)
     _apply_cell_style(worksheet.cell(row=row, column=1), bold=True, fill=HEADER_FILL, rtl=locale.is_rtl)
     return row
 
 
+def _clear_excel_cell_style(cell) -> None:
+    cell.value = None
+    cell.fill = PatternFill(fill_type=None)
+    cell.border = EMPTY_BORDER
+
+
 def _write_table_row(
     worksheet,
     *,
@@ -706,6 +726,7 @@ def _render_all_users_overall_excel_sheet(
 ) -> None:
     if locale.is_rtl:
         worksheet.sheet_view.rightToLeft = True
+    _freeze_first_column(worksheet)
 
     scope = report_data["scope"]
     summary = report_data["summary"]
@@ -740,14 +761,10 @@ def _render_all_users_overall_excel_sheet(
     for row_index, values in enumerate(summary_rows, start=10):
         _write_table_row(worksheet, row=row_index, start_col=1, values=values, rtl=locale.is_rtl)
 
-    _merge_and_style(
-        worksheet,
-        row=15,
-        start_col=1,
-        end_col=18,
-        value=locale.t("users_summary_sheet"),
-        rtl=locale.is_rtl,
-    )
+    _merge_and_style(worksheet, row=15, start_col=1, end_col=6, value=locale.t("users_summary_sheet"), rtl=locale.is_rtl)
+    _merge_and_style(worksheet, row=15, start_col=8, end_col=10, value=locale.t("clients"), rtl=locale.is_rtl)
+    _merge_and_style(worksheet, row=15, start_col=12, end_col=14, value=locale.t("projects"), rtl=locale.is_rtl)
+    _merge_and_style(worksheet, row=15, start_col=16, end_col=18, value=locale.t("tags"), rtl=locale.is_rtl)
     summary_headers = [
         locale.t("name"),
         locale.t("mobile"),
@@ -788,6 +805,10 @@ def _render_all_users_overall_excel_sheet(
                 values=values,
                 rtl=locale.is_rtl,
             )
+            if offset == 0:
+                for cell in worksheet[current_row]:
+                    if cell.column not in (7, 11, 15):
+                        cell.border = USER_SUMMARY_SEPARATOR_BORDER
         for column in (1, 2, 3, 6):
             _merge_vertical_if_needed(worksheet, start_row=current_row, span=span, column=column)
         rate_rows = user_summary.get("rate_periods") or []
@@ -811,12 +832,9 @@ def _render_all_users_overall_excel_sheet(
             _merge_vertical_if_needed(worksheet, start_row=current_row, span=span, column=18, value_present=True)
         current_row += span
 
-    for row_index in range(16, current_row):
+    for row_index in range(15, current_row):
         for column_index in (7, 11, 15):
-            cell = worksheet.cell(row=row_index, column=column_index)
-            cell.value = None
-            cell.fill = PatternFill(fill_type=None)
-            cell.border = Border()
+            _clear_excel_cell_style(worksheet.cell(row=row_index, column=column_index))
 
     current_row += 2
     for title_key, rows, hour_percentages, income_percentages in (
@@ -843,7 +861,7 @@ def _render_all_users_overall_excel_sheet(
             worksheet,
             row=current_row,
             start_col=1,
-            end_col=7,
+            end_col=5,
             value=locale.t(title_key),
             rtl=locale.is_rtl,
         )
@@ -922,9 +940,7 @@ def _render_excel_sheet(
 ) -> None:
     if locale.is_rtl:
         worksheet.sheet_view.rightToLeft = True
-        worksheet.freeze_panes = "E4"
-    else:
-        worksheet.freeze_panes = "A4"
+    _freeze_first_column(worksheet)
     _append_meta_block(worksheet, locale=locale, report_data=report_data)
     if report_data.get("user_summaries"):
         worksheet.append([])

apps/reports/tests/test_exporters.py

@@ -196,10 +196,20 @@ class ReportExporterTests(TestCase):
         summary_sheet = workbook[workbook.sheetnames[0]]
         summary_values = list(summary_sheet.iter_rows(values_only=True))
 
+        self.assertEqual(summary_sheet.freeze_panes, "B1")
         self.assertEqual(summary_sheet["A1"].value, "Workspace Report")
         self.assertEqual(summary_sheet["B1"].value, "Exports")
         self.assertEqual(summary_sheet["A15"].value, "Users Summary")
-        self.assertIn("A15:R15", {str(item) for item in summary_sheet.merged_cells.ranges})
+        merged_ranges = {str(item) for item in summary_sheet.merged_cells.ranges}
+        self.assertIn("A15:F15", merged_ranges)
+        self.assertIn("H15:J15", merged_ranges)
+        self.assertIn("L15:N15", merged_ranges)
+        self.assertIn("P15:R15", merged_ranges)
+        self.assertNotIn("A15:R15", merged_ranges)
+        self.assertIsNone(summary_sheet["G15"].fill.fill_type)
+        self.assertIsNone(summary_sheet["G16"].fill.fill_type)
+        self.assertIsNone(summary_sheet["K15"].fill.fill_type)
+        self.assertIsNone(summary_sheet["O15"].fill.fill_type)
         self.assertEqual(
             tuple(summary_sheet.iter_rows(min_row=16, max_row=16, values_only=True))[0][:18],
             (
@@ -226,10 +236,14 @@ class ReportExporterTests(TestCase):
         self.assertTrue(any(row and "Owner User" in row for row in summary_values))
         self.assertTrue(any(row and "09129990001" in row for row in summary_values))
         self.assertTrue(any(row and "Variable rate" in row for row in summary_values))
+        self.assertEqual(summary_sheet["A17"].border.top.style, "medium")
+        self.assertEqual(summary_sheet["A18"].border.top.style, "medium")
+        self.assertIsNone(summary_sheet["G17"].border.top)
 
         user_sheet = workbook[workbook.sheetnames[1]]
         user_values = list(user_sheet.iter_rows(values_only=True))
 
+        self.assertEqual(user_sheet.freeze_panes, "B1")
         daily_header = next(row[:6] for row in user_values if row and "Date" in row)
         self.assertEqual(
             daily_header,