Ver 0.1

.gitignore

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+.Rproj.user
+.Rhistory
+.RData
+.Ruserdata

Pre_runner.Rmd

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+---
+title: "Pre"
+author: "Scary Scarecrow"
+date: '2022-06-27'
+output: html_document
+---
+
+```{r setup, include=FALSE}
+knitr::opts_chunk$set(echo = TRUE)
+library(dplyr)
+library(echarts4r)
+library(lubridate)
+library(shinymanager)
+```
+
+## Credentials
+
+```{r}
+credentials <- data.frame(
+  user = c("shiny", "asitav", "rigo", "aldo"),
+  password = c("lanubia@2021", "lanubia@2021","lanubia@2021","lanubia@2021"),
+  admin = c(FALSE, TRUE, FALSE, FALSE),
+  email = c("hello@asitavsen.com","asitav.sen@lanubia.com","rigo.selassa@lanubia.com","aldo.silvano@lanubia.com"),
+  stringsAsFactors = FALSE
+)
+
+create_db(
+  credentials_data = credentials,
+  sqlite_path = "./cred.sqlite", # will be created
+  passphrase = "kJuyhG657Hj&^%gshj*762hjsknh&662"
+)
+```
+
+
+## DB
+
+```{r}
+connec <- dbConnect(
+  RPostgres::Postgres(),
+  dbname = dsn_database,
+  host = dsn_hostname,
+  port = dsn_port,
+  user = dsn_uid,
+  password = dsn_pwd
+)
+```
+
+
+
+```{r}
+#dat<-read.csv("./data/initial.csv")
+#lims<-read.csv("./data/dev.limits.csv")
+dat.1<-
+  dat |> 
+  mutate(devia=Actual-Plan) |> 
+  mutate(devia.per=round(devia/Plan,2))
+#dbCreateTable(connec, "calculated", dat.1)
+dbWriteTable(connec, "calculated", dat.1, append=TRUE)
+dbWriteTable(connec, "limits", lims, append=TRUE)
+
+#dbRemoveTable(connec,"calculated")
+dat<-dbGetQuery(
+  connec,
+  'SELECT * FROM calculated'
+)
+
+lims<-dbGetQuery(
+  connec,
+  'SELECT * FROM limits'
+)
+
+#dbReadTable(connec, "calculated")
+
+exp<-
+  dat |> 
+  inner_join(lims, by=c("GL.account")) |> 
+  mutate(act.req=ifelse(devia.per>Limit & devia > 500,T,F)) |> 
+  filter(act.req) |> 
+  select(1:3) |> 
+  mutate(explanation=c("Cyberattack","Overwork","Interview","Maintenance","Quarterly Report","New Legislation"))
+
+dbWriteTable(connec, "explanations", exp, append=TRUE)
+exp<-dbGetQuery(
+  connec,
+  'SELECT * FROM explanations'
+)
+
+approvals<- exp |> mutate(approved=F)
+
+dbWriteTable(connec, "approvals", approvals, overwrite=T)
+
+approvals<-dbGetQuery(
+  connec,
+  'SELECT * FROM approvals'
+)
+
+
+  dat |> 
+  inner_join(lims, by=c("GL.account")) |> 
+  mutate(act.req=ifelse(devia.per>Limit & devia > 500,T,F)) |> 
+  filter(act.req) |> 
+  left_join(exp, by=c("month"="month","Cost.center"="Cost.center","GL.account"="GL.account"))
+
+  
+  emailsids<-dat |> 
+    select(Cost.center, GL.account) |> 
+    distinct() |> 
+    mutate(email=c("asitav.sen@lanubia.com"))
+dbWriteTable(connec, "emails", emailsids, overwrite=T)  
+emailsids<-dbGetQuery(
+  connec,
+  'SELECT * FROM emails'
+)
+
+sel.emails<- emailsids |> 
+  filter(email=="asitav.sen@lanubia.com")
+  
+  dat |> 
+  inner_join(lims, by=c("GL.account")) |> 
+  mutate(act.req=ifelse(devia.per>Limit & devia > 500,T,F)) |> 
+  filter(act.req) |> 
+  left_join(sel.emails, by=c("Cost.center"="Cost.center","GL.account"="GL.account")) |> 
+    left_join(exp, by=c("month"="month","Cost.center"="Cost.center","GL.account"="GL.account")) |> 
+    filter(is.na(explanation) | explanation=="") |> 
+    filter(email=="asitav.sen@lanubia.com") |> 
+    select(-c(9,10))
+
+  exp
+```
+
+
+
+```{r}
+
+dat.2<-
+    dat |> 
+    mutate(month=ym(month)) |> 
+    group_by(month) |> 
+    summarise(Plan=sum(Plan),Actual=sum(Actual)) |> 
+    mutate(devia=Actual-Plan) |> 
+    mutate(deviation.percent=round(devia*100/Plan,2))
+  
+  e_chart(dat.2, x=month) |> 
+    e_line(serie = deviation.percent, smooth=T, color="cyan") |> 
+    e_area(serie = deviation.percent, smooth=T, color="gray") |> 
+    e_axis_labels(x = "month", y="Deviation") |> 
+    e_format_y_axis(suffix = " %") |> 
+    e_title("Deviation", "Selected Cost Centers") |> 
+    e_tooltip() |> 
+    e_legend(right = 100) |> 
+    e_datazoom(x_index = c(0, 1)) |> 
+    e_toolbox_feature(feature = c("saveAsImage","dataView")) |> 
+    e_theme("chalk")
+  
+    history<-dat.2 |> select(month,deviation.percent) |> rename(ds=month, y=deviation.percent)
+    model <- prophet::prophet(history)
+    future <- prophet::make_future_dataframe(model, periods = 2)
+    forecast <- predict(model, future)
+  
+dat |> 
+  filter(month==max(month)) |> 
+  mutate(cost_gl=paste0(Cost.center,"_",GL.account)) |> 
+  group_by(cost_gl) |> 
+  summarise(Plan=sum(Plan),Actual=sum(Actual)) |> 
+    mutate(devia=Actual-Plan) |> 
+    mutate(deviation.percent=round(devia*100/Plan,2)) |> 
+  arrange(desc(deviation.percent)) |> 
+  e_charts(cost_gl) |> 
+  e_bar(Plan, name = "Plan", color="gray") |> 
+  e_step(Actual, name = "Actual", color="red") |> 
+  e_axis_labels(x = "GL+Cost Center", y="Deviation") |> 
+    e_title("Selected Cost Centers") |> 
+    e_tooltip() |> 
+    e_legend(right = 100) |> 
+    e_datazoom(x_index = 0, type = "slider") |> 
+  e_datazoom(y_index = 0, type = "slider") |> 
+    e_toolbox_feature(feature = c("saveAsImage","dataView")) |> 
+    e_theme("chalk")
+```
+```{r}
+unique(dat$Cost.center) |> saveRDS("./data/costcenters.RDS")
+unique(dat$GL.account) |> saveRDS("./data/glaccounts.RDS")
+unique(dat$month) |> saveRDS("./data/months.RDS")
+lims
+```
+
+
+
+
+
+```{r}
+dat.dev<-dat |> 
+  filter(devia>0) |> 
+  select(2,3,6)
+
+e_charts(dat.dev) |> 
+  e_pie(devia)
+
+blastula::create_smtp_creds_file(
+  file = "email_creds",
+  user = "apikey",
+  host = "smtp.sendgrid.net",
+  port = 465,
+  use_ssl = TRUE
+)
+
+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
+```
+
+
+
+

bUdgEtRack.Rproj

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+Version: 1.0
+
+RestoreWorkspace: Default
+SaveWorkspace: Default
+AlwaysSaveHistory: Default
+
+EnableCodeIndexing: Yes
+UseSpacesForTab: Yes
+NumSpacesForTab: 2
+Encoding: UTF-8
+
+RnwWeave: Sweave
+LaTeX: pdfLaTeX

data/Jul22.csv

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+month,Cost center,GL account,Plan,Actual
+202205,IT,Salaries,30000,29000
+202205,IT,Business travel,5000,6000
+202205,IT,Consultancy,10000,10500
+202205,IT,Training costs,5000,6000
+202205,HR local support,Salaries,15000,13000
+202205,HR local support,Events,10000,9000
+202205,HR local support,Training costs,2000,2700
+202205,Finance,Salaries,13000,11000
+202205,Finance,Consultancy,6000,5000
+202205,Finance,Training costs,500,500
+202205,Purchasing,Salaries,40000,40000
+202205,Purchasing,Consultancy,2000,1500
+202205,Purchasing,Training costs,1000,1500
+202205,HR services,Salaries,35000,39000
+202205,HR services,Business travel,10000,9000
+202205,HR services,Training costs,2000,1000
+202205,Public Relations,Salaries,10000,12000
+202205,Public Relations,Events,18000,19200
+202205,Public Relations,Business travel,2000,1000
+202205,Public Relations,Training costs,600,700
+202205,Facility management,Office lease,50000,50000
+202205,Facility management,Salaries,5000,4000

data/Jun22.csv

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+month,Cost center,GL account,Plan,Actual
+202205,IT,Salaries,30000,33000
+202205,IT,Business travel,5000,4000
+202205,IT,Consultancy,10000,11000
+202205,IT,Training costs,5000,6000
+202205,HR local support,Salaries,15000,16000
+202205,HR local support,Events,10000,8000
+202205,HR local support,Training costs,2000,3000
+202205,Finance,Salaries,13000,15000
+202205,Finance,Consultancy,6000,5000
+202205,Finance,Training costs,500,500
+202205,Purchasing,Salaries,40000,42000
+202205,Purchasing,Consultancy,2000,3000
+202205,Purchasing,Training costs,1000,2000
+202205,HR services,Salaries,35000,39000
+202205,HR services,Business travel,10000,9000
+202205,HR services,Training costs,2000,1000
+202205,Public Relations,Salaries,10000,12000
+202205,Public Relations,Events,18000,19000
+202205,Public Relations,Business travel,2000,1000
+202205,Public Relations,Training costs,600,600
+202205,Facility management,Office lease,50000,50000
+202205,Facility management,Salaries,5000,4000

data/apr22.csv

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+month,Cost center,GL account,Plan,Actual
+202204,IT,Salaries,30000,31000
+202204,IT,Business travel,5000,6000
+202204,IT,Consultancy,10000,10500
+202204,IT,Training costs,5000,5000
+202204,HR local support,Salaries,15000,13000
+202204,HR local support,Events,10000,9000
+202204,HR local support,Training costs,2000,2700
+202204,Finance,Salaries,13000,15000
+202204,Finance,Consultancy,6000,5000
+202204,Finance,Training costs,500,500
+202204,Purchasing,Salaries,40000,40000
+202204,Purchasing,Consultancy,2000,1500
+202204,Purchasing,Training costs,1000,1500
+202204,HR services,Salaries,35000,39000
+202204,HR services,Business travel,10000,9000
+202204,HR services,Training costs,2000,1000
+202204,Public Relations,Salaries,10000,10000
+202204,Public Relations,Events,18000,19200
+202204,Public Relations,Business travel,2000,1000
+202204,Public Relations,Training costs,600,600
+202204,Facility management,Office lease,50000,50000
+202204,Facility management,Salaries,5000,4000

data/dev.limits.csv

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+GL account,Limit
+Office lease,0.15
+Events,0.10
+Consultancy,0.10
+Business travel,0.10
+Salaries,0.10
+Training costs,0.15

data/email_creds

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+{"type":"list","attributes":{"names":{"type":"character","attributes":{},"value":["version","host","port","use_ssl","user","password"]}},"value":[{"type":"integer","attributes":{},"value":[1]},{"type":"character","attributes":{},"value":["smtp.sendgrid.net"]},{"type":"double","attributes":{},"value":[465]},{"type":"logical","attributes":{},"value":[true]},{"type":"character","attributes":{},"value":["apikey"]},{"type":"character","attributes":{},"value":["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"]}]}

data/initial.csv

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+month,Cost center,GL account,Plan,Actual
+202201,IT,Salaries,30000,29000
+202201,IT,Business travel,5000,6150
+202201,IT,Consultancy,10000,12000
+202201,IT,Training costs,5000,4800
+202201,HR local support,Salaries,15000,15500
+202201,HR local support,Events,5000,4900
+202201,HR local support,Training costs,2000,1500
+202201,Finance,Salaries,13000,13000
+202201,Finance,Consultancy,6000,6500
+202201,Finance,Training costs,4000,4500
+202201,Purchasing,Salaries,40000,41500
+202201,Purchasing,Consultancy,2000,2000
+202201,Purchasing,Training costs,1000,1000
+202201,HR services,Salaries,35000,36000
+202201,HR services,Business travel,10000,14000
+202201,HR services,Training costs,2000,1800
+202201,Public Relations,Salaries,10000,8000
+202201,Public Relations,Events,18000,19000
+202201,Public Relations,Business travel,2000,1950
+202201,Public Relations,Training costs,600,500
+202201,Facility management,Office lease,50000,48000
+202201,Facility management,Salaries,5000,4500
+202202,IT,Salaries,30000,29000
+202202,IT,Business travel,5000,5000
+202202,IT,Consultancy,10000,9000
+202202,IT,Training costs,5000,5000
+202202,HR local support,Salaries,15000,15500
+202202,HR local support,Events,0,0
+202202,HR local support,Training costs,2000,2200
+202202,Finance,Salaries,13000,13000
+202202,Finance,Consultancy,6000,5000
+202202,Finance,Training costs,0,0
+202202,Purchasing,Salaries,40000,41500
+202202,Purchasing,Consultancy,2000,2000
+202202,Purchasing,Training costs,1000,0
+202202,HR services,Salaries,35000,36000
+202202,HR services,Business travel,10000,7000
+202202,HR services,Training costs,2000,2000
+202202,Public Relations,Salaries,10000,8000
+202202,Public Relations,Events,18000,10000
+202202,Public Relations,Business travel,2000,2200
+202202,Public Relations,Training costs,600,600
+202202,Facility management,Office lease,50000,48000
+202202,Facility management,Salaries,5000,4500
+202203,IT,Salaries,30000,30000
+202203,IT,Business travel,5000,6000
+202203,IT,Consultancy,10000,10500
+202203,IT,Training costs,5000,5000
+202203,HR local support,Salaries,15000,15000
+202203,HR local support,Events,10000,5000
+202203,HR local support,Training costs,2000,1000
+202203,Finance,Salaries,13000,13000
+202203,Finance,Consultancy,6000,7000
+202203,Finance,Training costs,500,500
+202203,Purchasing,Salaries,40000,40000
+202203,Purchasing,Consultancy,2000,2000
+202203,Purchasing,Training costs,1000,1000
+202203,HR services,Salaries,35000,35000
+202203,HR services,Business travel,10000,10000
+202203,HR services,Training costs,2000,3000
+202203,Public Relations,Salaries,10000,10600
+202203,Public Relations,Events,18000,18000
+202203,Public Relations,Business travel,2000,1000
+202203,Public Relations,Training costs,600,1000
+202203,Facility management,Office lease,50000,50000
+202203,Facility management,Salaries,5000,5000

data/may22.csv

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+month,Cost center,GL account,Plan,Actual
+202205,IT,Salaries,30000,31000
+202205,IT,Business travel,5000,6000
+202205,IT,Consultancy,10000,10500
+202205,IT,Training costs,5000,5000
+202205,HR local support,Salaries,15000,13000
+202205,HR local support,Events,10000,9000
+202205,HR local support,Training costs,2000,2700
+202205,Finance,Salaries,13000,15000
+202205,Finance,Consultancy,6000,5000
+202205,Finance,Training costs,500,500
+202205,Purchasing,Salaries,40000,40000
+202205,Purchasing,Consultancy,2000,1500
+202205,Purchasing,Training costs,1000,1500
+202205,HR services,Salaries,35000,39000
+202205,HR services,Business travel,10000,9000
+202205,HR services,Training costs,2000,1000
+202205,Public Relations,Salaries,10000,10000
+202205,Public Relations,Events,18000,19200
+202205,Public Relations,Business travel,2000,1000
+202205,Public Relations,Training costs,600,600
+202205,Facility management,Office lease,50000,50000
+202205,Facility management,Salaries,5000,4000

email_creds

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+{"type":"list","attributes":{"names":{"type":"character","attributes":{},"value":["version","host","port","use_ssl","user","password"]}},"value":[{"type":"integer","attributes":{},"value":[1]},{"type":"character","attributes":{},"value":["smtp.sendgrid.net"]},{"type":"double","attributes":{},"value":[465]},{"type":"logical","attributes":{},"value":[true]},{"type":"character","attributes":{},"value":["apikey"]},{"type":"character","attributes":{},"value":["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"]}]}

helper_server.R

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+
+
+
+# Database details
+
+
+dsn_database <- "postgres"
+
+dsn_hostname <- "localhost"
+
+dsn_port <- "5432"
+
+dsn_uid <- "postgres"
+
+dsn_pwd <- "julley09"
+
+
+
+
+# Read Cost Center etc. list from data (Changes, modification needs creating the file again and redeploying the app)
+
+cost.centers <- readRDS("./data/costcenters.RDS")
+glaccounts <- readRDS("./data/glaccounts.RDS")
+mont <- readRDS("./data/months.RDS")
+
+# Email settings
+
+# smtp <- server(
+#   host = "smtp.sendgrid.net",
+#   port = 465,
+#   username = "apikey",
+#   password = "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"
+# )
+
+
+# Function to get data from DB
+
+get.db.data <- function(qry = 'SELECT * FROM calculated') {
+  dbGetQuery(connec,
+             qry)
+}
+
+# Function to aggregate monthly deviation
+
+mon.dev <- function(dat) {
+  dat |>
+    mutate(month = ym(month)) |>
+    group_by(month) |>
+    summarise(Plan = sum(Plan), Actual = sum(Actual)) |>
+    mutate(devia = Actual - Plan) |>
+    mutate(deviation.percent = round(devia * 100 / Plan, 2))
+}
+
+# Function to aggregate last month by gl and cost
+
+last.mon <- function(dat) {
+  dat |>
+    filter(month == max(month)) |>
+    mutate(cost_gl = paste0(Cost.center, "_", GL.account)) |>
+    group_by(cost_gl) |>
+    summarise(Plan = sum(Plan), Actual = sum(Actual)) |>
+    mutate(devia = Actual - Plan) |>
+    mutate(deviation.percent = round(devia * 100 / Plan, 2)) |>
+    arrange(desc(deviation.percent))
+}
+
+
+admin.menu <- sidebarMenu(
+  id = "m",
+  menuItem("Dashboard", tabName = "dashboard", icon = icon("chart-line")),
+  menuItem("Upload", icon = icon("upload"), tabName = "upload"),
+  menuItem("Approvals", icon = icon("check"), tabName = "approvals"),
+  menuItem("Explanations", icon = icon("file"), tabName = "explanations"),
+  menuItem("Admin", icon = icon("toolbox"), tabName = "admin"),
+  menuItem("Contact us", icon = icon("at"), href = "https://lanubia.com/contact/")
+)
+
+other.menu <- sidebarMenu(
+  id = "m",
+  menuItem(
+    "Dashboard",
+    tabName = "dashboard",
+    icon = icon("dashboard")
+  ),
+  menuItem("Explanations", icon = icon("th"), tabName = "explanations"),
+  menuItem("Contact us", icon = icon("id-card"), href = "https://lanubia.com/contact/")
+)

helper_ui.R

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+
+dashboard<- tabItem(
+  tabName = "dashboard",
+  autoWaiter(),
+  fluidRow(
+    column(
+      width = 4,
+      "Filter Cost Center and GL Accounts"
+    ),
+    column(
+      width = 4,
+      pickerInput(
+        "glaccount",
+        choices = glaccounts,
+        selected = glaccounts,
+        options = list(
+          `actions-box` = TRUE), 
+        multiple = TRUE
+      )
+    ),
+    column(
+      width = 4,
+      pickerInput(
+        "costcenter",
+        choices = cost.centers, # Getting the list from reading data from local. See helper_server
+        selected = cost.centers,
+        options = list(
+          `actions-box` = TRUE), 
+        multiple = TRUE
+      )
+    )
+  ),
+  fluidRow(
+    valueUI("variation"),
+    valueUI("variabs"),
+    valueUI("actexpe"),
+  ),
+  fluidRow(
+    shinydashboardPlus::box(
+      title = "Deviation % by Month",
+      collapsible = TRUE,
+      status = "navy",
+      solidHeader = TRUE,
+      echarts4rOutput("monthlypervar",height = "300px")
+    ),
+    shinydashboardPlus::box(
+      title = "Abs. Deviation by Month",
+      collapsible = TRUE,
+      status = "navy",
+      solidHeader = TRUE,
+      echarts4rOutput("monthlyabsvar",height = "300px")
+    )
+  ),
+  fluidRow(
+    shinydashboardPlus::box(
+      title = "Plan vs Actual",
+      collapsible = TRUE,
+      status = "navy",
+      solidHeader = TRUE,
+      sidebar = boxSidebar(
+        startOpen = FALSE,
+        id = "monthselector",
+        pickerInput(
+          "mont",
+          choices = mont,
+          selected = max(mont)
+        )
+      ),
+      echarts4rOutput("monthlyabs",height = "300px")
+    )
+  )
+)
+
+upload<- tabItem(
+  tabName = "upload",
+  autoWaiter(),
+  fluidRow(
+    
+    shinydashboardPlus::box(
+      title = "Fresh Upload",
+      collapsible = TRUE,
+      width = 12,
+      status = "navy",
+      solidHeader = TRUE,
+      fileInput(
+        "inpfile",
+        "Upload the file",
+        multiple = FALSE,
+        accept = ".csv",
+        width = NULL,
+        buttonLabel = "Browse...",
+        placeholder = "No file selected"
+      ),
+      datatableUI("freshdat"),
+      actionBttn("datsubmit","Submit")
+    )
+  )
+)
+
+appndev <- tabItem(
+  tabName = "approvals",
+  autoWaiter(),
+    shinydashboardPlus::box(
+      title = "Deviations without explanation",
+      collapsible = TRUE,
+      width = 12,
+      status = "navy",
+      solidHeader = TRUE,
+      sidebar = boxSidebar(
+        startOpen = FALSE,
+        id = "limitselector",
+        sliderInput("limittoignore","Define limit", min=100, max=2000, step=100, value = 500)
+      ),
+      datatableUI("devnoexp"),
+      actionBttn("notify","Notify")
+    ),
+    shinydashboardPlus::box(
+      title = "Awaiting Approval",
+      collapsible = TRUE,
+      width = 12,
+      status = "navy",
+      solidHeader = TRUE,
+      excelOutput("expnoapp"),
+      actionBttn("approvalsubmit","Submit")
+    )
+
+)
+
+explan <- tabItem(
+  tabName = "explanations",
+  autoWaiter(),
+    shinydashboardPlus::box(
+      title = "Explanations Pending",
+      collapsible = TRUE,
+      width = 12,
+      status = "navy",
+      solidHeader = TRUE,
+      excelOutput("explanationtofill"),
+      actionBttn("explanationsubmit","Submit")
+    )
+    
+
+)
+
+admin<-tabItem(
+  tabName = "admin",
+  autoWaiter(),
+    shinydashboardPlus::box(
+      title = "Email IDs",
+      width = 8,
+      collapsible = TRUE,
+      status = "navy",
+      solidHeader = TRUE,
+      excelOutput("emailtable"),
+      actionBttn("emailsubmit","Submit")
+    ),
+  shinydashboardPlus::box(
+    title = "Deviation Rules",
+    width = 4,
+    collapsible = TRUE,
+    status = "navy",
+    solidHeader = TRUE,
+    excelOutput("limitable"),
+    actionBttn("limitsubmit","Submit")
+  )
+  
+)
+
+

mod_datatable.R

@@ -0,0 +1,29 @@
+datatableUI<- function(id){
+  ns<-NS(id)
+  DT::dataTableOutput(ns("dtable"))
+}
+
+datatableServer<-function(id, dat){
+  moduleServer(
+    id,
+    function(input,output,session){
+      output$dtable<- renderDataTable({
+        validate(need(nrow(dat())>0, "No data"))
+        datatable(
+          dat(),
+          extensions = "Buttons",
+          options = list(
+            paging = TRUE,
+            scrollX = TRUE,
+            searching = TRUE,
+            ordering = TRUE,
+            dom = 'Bfrtip',
+            buttons = c('copy', 'csv', 'excel', 'pdf'),
+            pageLength = 10,
+            lengthMenu = c(3, 5, 10)
+          )
+        )
+      })
+    }
+  )
+}

mod_elinearea.R

@@ -0,0 +1,32 @@
+elineareaUI<- function(id){
+  ns<-NS(id)
+  echarts4rOutput("elaplot")
+}
+
+elineareaServer<-function(id, dat){
+  moduleServer(
+    id,
+    function(input,output,session){
+      output$elaplot<- renderEcharts4r({
+        dat |> 
+        e_chart(x=month) |> 
+          e_line(serie = deviation.percent, smooth=T, color="cyan") |> 
+          e_area(serie = deviation.percent, smooth=T, color="cyan") |> 
+          e_axis_labels(x = "month", y="Deviation") |> 
+          e_format_y_axis(suffix = " %") |> 
+          e_title("Deviation", "Selected Cost Centers") |> 
+          e_tooltip(formatter = htmlwidgets::JS("
+      function(params){
+        return('Month: ' + params.value[0] + '<br />Deviation: ' + params.value[1] + '%')
+      }
+    ")
+          ) |> 
+          e_legend(right = 100) |> 
+          e_datazoom(x_index = c(0, 1)) |> 
+          e_toolbox_feature(feature = c("saveAsImage","dataView")) |> 
+          e_theme("forest")
+        
+      })
+    }
+  )
+}

mod_step.R

@@ -0,0 +1,27 @@
+stepUI<- function(id){
+  ns<-NS(id)
+  echarts4rOutput("elaplot")
+}
+
+stepServer<-function(id, dat){
+  moduleServer(
+    id,
+    function(input,output,session){
+      output$elaplot<- renderEcharts4r({
+        dat |> 
+          e_charts(cost_gl) |> 
+          e_bar(Plan, name = "Plan", color="gray") |> 
+          e_step(Actual, name = "Actual", color="red") |> 
+          e_axis_labels(x = "GL+Cost Center", y="Deviation") |> 
+          e_title("Selected Cost Centers") |> 
+          e_tooltip() |> 
+          e_legend(right = 100) |> 
+          e_datazoom(x_index = 0, type = "slider") |> 
+          e_datazoom(y_index = 0, type = "slider") |> 
+          e_toolbox_feature(feature = c("saveAsImage","dataView")) |> 
+          e_theme("chalk")
+        
+      })
+    }
+  )
+}

mod_valuebox.R

@@ -0,0 +1,24 @@
+
+valueUI<- function(id){
+  ns<-NS(id)
+  valueBoxOutput(ns("vbox"))
+}
+
+valueServer<-function(id, ttl="title",n,icn="credit-card",clr="red",symbl){
+  moduleServer(
+    id,
+    function(input,output,session){
+      #print(n())
+        output$vbox<- renderValueBox({
+          valueBox(
+            paste0(n," ", symbl),
+            ttl,
+            icon=icon(icn),
+            color = clr
+          )
+        })
+    
+      
+    }
+  )
+}

server.R

@@ -0,0 +1,568 @@
+# Server logic
+# Budget variation tracking of Aramco
+# ::::::Asitav Sen::::::
+# ::LaNubia Consulting::
+
+library(shiny)
+
+# Define server logic 
+shinyServer(function(input, output, session) {
+  res_auth <- secure_server(
+    check_credentials = check_credentials("cred.sqlite",
+                                          passphrase = "kJuyhG657Hj&^%gshj*762hjsknh&662"),
+    keep_token=TRUE
+  )
+  
+  output$menu <- renderMenu({
+    if (res_auth$admin == FALSE) {
+      other.menu
+    } else
+      admin.menu
+  })
+  
+  # Connect to DB
+  connec <- dbConnect(
+    RPostgres::Postgres(),
+    dbname = dsn_database,
+    host = dsn_hostname,
+    port = dsn_port,
+    user = dsn_uid,
+    password = dsn_pwd
+  )
+  
+  # On stop disconnect from DB
+  onStop(function() {
+    dbDisconnect(connec)
+  })
+  
+  # Getting the data from DB
+  dat <- reactive({
+    dbGetQuery(connec,
+               'SELECT * FROM calculated')
+    #get.db.data('SELECT * FROM calculated')
+  })
+  
+  # Getting deviation limits from DB
+  lims <- reactive({
+    dbGetQuery(connec,
+               'SELECT * FROM limits')
+    #get.db.data('SELECT * FROM limits')
+  })
+  
+  # Getting the explanations from DB
+  
+  exp <- reactive({
+    dbGetQuery(connec,
+               'SELECT * FROM explanations')
+    #get.db.data('SELECT * FROM explanations')
+  })
+  
+  # Getting approval Table from DB
+  approvals <- reactive({
+    dbGetQuery(connec,
+               'SELECT * FROM approvals')
+    #get.db.data('SELECT * FROM approvals')
+  })
+  
+  # Getting email ids
+  
+  emailids <- reactive({
+    dbGetQuery(connec,
+               'SELECT * FROM emails')
+    #get.db.data('SELECT * FROM emails')
+  })
+  
+  
+  dat.need.exp <- reactive({
+    req(dat())
+    dat() |>
+      inner_join(lims(), by = c("GL.account")) |>
+      mutate(act.req = ifelse(devia.per > Limit &
+                                devia > input$limittoignore, T, F)) |>
+      filter(act.req) |>
+      left_join(
+        exp(),
+        by = c(
+          "month" = "month",
+          "Cost.center" = "Cost.center",
+          "GL.account" = "GL.account"
+        )
+      ) |>
+      filter(is.na(explanation) | explanation == "")
+  })
+  
+  # Update the gl account selector
+  observeEvent(input$costcenter, {
+    req(dat())
+    choi <- dat() |>
+      filter(Cost.center %in% input$costcenter) |>
+      select(GL.account) |> distinct() |> pull()
+    updatePickerInput(
+      session = session,
+      inputId = "glaccount",
+      choices = choi,
+      selected = choi
+    )
+    
+  })
+  
+  
+  observeEvent(c(input$costcenter, input$glaccount), {
+    # Creating data that will be filtered using the GL and cost center selection
+    dat.filtered <- dat() |>
+      filter(Cost.center %in% input$costcenter) |>
+      filter(GL.account %in% input$glaccount) |>
+      mon.dev() |>
+      filter(month == max(month))
+    last.var.per <- dat.filtered |>
+      pull(deviation.percent) #Last variation percent
+    
+    last.var.abs <- dat.filtered |>
+      pull(devia) #Last variation absolute val
+    
+    last.exp.act <- dat.filtered |>
+      pull(Actual) #Last expense
+    
+    valueServer(
+      "variation",
+      ttl = "Latest Variation %",
+      n = last.var.per,
+      icn = "percent",
+      clr = "red",
+      symbl = "%"
+    )
+    
+    valueServer(
+      "variabs",
+      ttl = "Last Variation Amount",
+      n = last.var.abs,
+      icn = "dollar-sign",
+      clr = "green",
+      symbl = "$"
+    )
+    
+    valueServer(
+      "actexpe",
+      ttl = "Last Expense",
+      n = last.exp.act,
+      icn = "coins",
+      clr = "blue",
+      symbl = "$"
+    )
+    
+  })
+  
+  # Data selected after aplying the filters of cost center and gl account
+  dat.selected <- reactive({
+    req(dat())
+    req(input$costcenter)
+    req(input$glaccount)
+    
+    dat() |>
+      filter(Cost.center %in% input$costcenter) |>
+      filter(GL.account %in% input$glaccount)
+  })
+  
+  # Monthly aggregate
+  dat.monthly.per <- reactive({
+    req(dat.selected())
+    dat.selected() |>
+      mutate(month = ym(month)) |>
+      group_by(month) |>
+      summarise(Plan = sum(Plan), Actual = sum(Actual)) |>
+      mutate(devia = Actual - Plan) |>
+      mutate(deviation.percent = round(devia * 100 / Plan, 2))
+  })
+  
+  
+  
+  # Monthly percentage deviation
+  output$monthlypervar <- renderEcharts4r({
+    req(dat.monthly.per())
+
+    
+    e_chart(dat.monthly.per(), x = month) |>
+      e_line(serie = deviation.percent,
+             smooth = T,
+             color = "cyan", opacity=0.8) |>
+      e_area(serie = deviation.percent,
+             smooth = T,
+             color = "gray", opacity=0.6) |>
+      e_axis_labels(x = "month", y = "Deviation") |>
+      e_format_y_axis(suffix = " %") |>
+      e_tooltip() |>
+      e_legend(right = 100) |>
+      e_datazoom(x_index = c(0, 1)) |>
+      e_image_g(
+        right = 50,
+        top = 20,
+        z = -999,
+        style = list(
+          image = "logo.png",
+          width = 75,
+          height = 75,
+          opacity = .6
+        )
+      ) |>
+      e_toolbox_feature(feature = c("saveAsImage", "dataView")) |>
+      e_theme("roma")
+  })
+  
+  # Monthly Absolute Deviation
+  dat.monthly.abs <- reactive({
+    dat.selected() |>
+      filter(month == input$mont) |>
+      mutate(cost_gl = paste0(Cost.center, "_", GL.account)) |>
+      group_by(cost_gl) |>
+      summarise(Plan = sum(Plan), Actual = sum(Actual)) |>
+      mutate(devia = Actual - Plan) |>
+      mutate(deviation.percent = round(devia * 100 / Plan, 2)) |>
+      arrange(desc(deviation.percent))
+  })
+  
+  # Monthly absolute by cost center + gl account
+  output$monthlyabs <- renderEcharts4r({
+    req(dat.monthly.abs())
+    dat.monthly.abs() |>
+      e_charts(cost_gl) |>
+      e_bar(Plan, name = "Plan", color = "gray", opacity=0.6) |>
+      e_step(Actual, name = "Actual", color = "red") |>
+      e_axis_labels(x = "GL+Cost Center", y = "Deviation") |>
+      #e_title("Plan Vs. Actual") |>
+      e_tooltip() |>
+      e_legend(right = 100) |>
+      e_datazoom(x_index = 0, type = "slider") |>
+      e_datazoom(y_index = 0, type = "slider") |>
+      e_image_g(
+        right = 50,
+        top = 20,
+        z = -999,
+        style = list(
+          image = "logo.png",
+          width = 75,
+          height = 75,
+          opacity = .6
+        )
+      ) |>
+      e_toolbox_feature(feature = c("saveAsImage", "dataView")) |>
+      e_theme("roma")
+  })
+  
+  output$monthlyabsvar <- renderEcharts4r({
+    req(dat.monthly.per())
+    
+    e_chart(dat.monthly.per(), x = month) |>
+      e_bar(serie = devia) |>
+      e_axis_labels(x = "month", y = "Deviation") |>
+      e_format_y_axis(suffix = "€") |>
+      #e_title("Deviation Percentage by month") |>
+      e_tooltip() |>
+      e_legend(right = 100) |>
+      e_datazoom(x_index = c(0, 1)) |>
+      e_image_g(
+        right = 50,
+        top = 20,
+        z = -999,
+        style = list(
+          image = "logo.png",
+          width = 75,
+          height = 75,
+          opacity = .6
+        )
+      ) |>
+      e_visual_map(type = "piecewise",
+                   pieces = list(list(gt = 0,
+                                      color = "red", opacity=0.5),
+                                 list(lte = 0,
+                                      color = "green", opacity=0.5))) |>
+      e_toolbox_feature(feature = c("saveAsImage", "dataView")) |>
+      e_theme("roma")
+    
+  })
+  
+  # Table of deviations without explanation
+  
+  
+  datatableServer("devnoexp", dat.need.exp)
+  
+  # Notify
+  
+  observeEvent(input$notify, {
+    req(dat.need.exp())
+    emaildf<-dat.need.exp() |> 
+      inner_join(emailids(), by=c("Cost.center"="Cost.center","GL.account"="GL.account"))
+    print(emaildf)
+    if(is.null(emaildf) | nrow(emaildf)==0){
+      showModal(modalDialog("No Data"))
+    } else {
+      emails<-
+        emaildf |> 
+      select(email) |> pull() |> unique() 
+      
+      for(i in 1:length(emails)){
+        tbl <- emaildf |> 
+          filter(email==emails[i]) |> kbl()
+        date_time <- add_readable_time()
+        email <-
+          compose_email(body = md(c(
+            glue::glue(
+              "Hello,
+              
+          Explanation required for expense deviation. Please visit xyz. Details are as follows.
+          
+          "
+            ),
+            tbl
+          )),
+          footer = md(glue::glue("Email sent on {date_time}.")))
+        
+        email |> 
+          smtp_send(
+            to = emails[i],
+            from = "asitav.sen@lanubia.com",
+            subject = "Testing",
+            credentials = creds_file("email_creds")
+          )
+      }
+      
+      
+      
+      showModal(modalDialog(title = "Done"))
+    }
+      
+  })
+  
+  # Approvals
+  output$expnoapp <- renderExcel({
+    req(approvals())
+    appro <- approvals()
+    row.names(appro) <- NULL
+    appro <- appro[appro$approved == FALSE, ]
+    columns = data.frame(
+      title = colnames(appro),
+      type = c('numeric', 'text', 'text', 'text', 'checkbox')
+    )
+    excelTable(data = appro, columns = columns, autoFill = TRUE)
+    
+  })
+  
+  # Update approvals
+  observeEvent(input$approvalsubmit, {
+    approved.now <- excel_to_R(input$expnoapp)
+    if (is.null(input$expnoapp) || nrow(approved.now) == 0) {
+      showModal(modalDialog(title = "Nothing to Upload"))
+    } else{
+      showModal(modalDialog(title = "Upload in Database?",
+                            actionButton("finalapprovalsubmit", "Yes")))
+    }
+    
+  })
+  
+  
+  observeEvent(input$finalapprovalsubmit, {
+    appro <- approvals()
+    appro <- appro[appro$approved == TRUE, ]
+    approved.now <- excel_to_R(input$expnoapp)
+    appro <- rbind(appro, approved.now)
+    if (nrow(approved.now) > 0) {
+      if (dbWriteTable(connec, "approvals", appro, overwrite = TRUE)) {
+        removeModal()
+        session$reload()
+      }
+    }
+    
+    
+  })
+  
+  # New Data
+  fresh.dat <- reactive({
+    req(input$inpfile)
+    file <- input$inpfile
+    ext <- tools::file_ext(file$datapath)
+    req(file)
+    validate(need(ext == "csv", "Please upload a csv file"))
+    new.dat <- read.csv(file$datapath, header = T)
+    new.dat |>
+      mutate(devia = Actual - Plan) |>
+      mutate(devia.per = round(devia / Plan, 2))
+  }, label = "fresh")
+  
+  # Show uploaded data
+  datatableServer("freshdat", fresh.dat)
+  
+  # Update DB
+  observeEvent(input$datsubmit, {
+    req(nrow(fresh.dat()) > 0)
+    fresh.dt <- fresh.dat()
+    if (is.null(fresh.dt) || nrow(fresh.dt) == 0) {
+      showModal(modalDialog(title = "Nothing to Upload"))
+    } else{
+      showModal(modalDialog(title = "Upload in Database?",
+                            actionButton("finaldatsubmit", "Yes")))
+    }
+    
+  })
+  
+  
+  observeEvent(input$finaldatsubmit, {
+    fresh.dt <- fresh.dat()
+    if (nrow(fresh.dt) > 0) {
+      if (dbWriteTable(connec, "calculated", fresh.dt, append = TRUE)) {
+        unique(fresh.dt$month) |> saveRDS("./data/months.RDS")
+        removeModal()
+        session$reload()
+      }
+    }
+  })
+  
+
+  
+  # Email id edit and show
+  output$emailtable <- renderExcel({
+    req(emailids())
+    email.table <- emailids()
+    columns = data.frame(title = colnames(email.table),
+                         type = c('text', 'text', 'text'))
+    excelTable(data = email.table, columns = columns, autoFill = TRUE)
+    
+  })
+  
+  # Email id table update
+  
+  observeEvent(input$emailsubmit, {
+    email.table <- excel_to_R(input$emailtable)
+    if (is.null(input$emailtable) || nrow(email.table) == 0) {
+      showModal(modalDialog(title = "Nothing to Upload"))
+    } else{
+      showModal(modalDialog(title = "Upload in Database?",
+                            actionButton("finalemailsubmit", "Yes")))
+    }
+    
+  })
+  
+  
+  observeEvent(input$finalemailsubmit, {
+    email.table <- excel_to_R(input$emailtable)
+    if (nrow(email.table) > 0) {
+      if (dbWriteTable(connec, "emails", email.table, overwrite = TRUE)) {
+        removeModal()
+        session$reload()
+      }
+    }
+  })
+  
+  # Limits (deviation rules) id edit and show
+  output$limitable <- renderExcel({
+    req(lims())
+    limit.table <- lims()
+    columns = data.frame(title = colnames(limit.table),
+                         type = c('text', 'numeric'))
+    excelTable(data = limit.table, columns = columns, autoFill = TRUE)
+    
+  })
+  
+  # Email id table update
+  
+  observeEvent(input$limitsubmit, {
+    limit.table <- excel_to_R(input$limitable)
+    if (is.null(input$limitable) || nrow(limit.table) == 0) {
+      showModal(modalDialog(title = "Nothing to Upload"))
+    } else{
+      showModal(modalDialog(title = "Upload in Database?",
+                            actionButton("finallimitsubmit", "Yes")))
+    }
+    
+  })
+  
+  
+  observeEvent(input$finallimitsubmit, {
+    limit.table <- excel_to_R(input$limitable)
+    if (nrow(limit.table) > 0) {
+      if (dbWriteTable(connec, "limits", limit.table, overwrite = TRUE)) {
+        removeModal()
+        session$reload()
+      }
+    }
+  })
+  
+  # User specific explanation filter
+  user.accounts <- reactive({
+    req(dat())
+    req(emailids())
+    req(exp())
+    req(res_auth$email)
+    dat() |>
+      inner_join(lims(), by = c("GL.account")) |>
+      mutate(act.req = ifelse(devia.per > Limit &
+                                devia > input$limittoignore, T, F)) |> #change 500 to input
+      filter(act.req) |>
+      left_join(emailids(),
+                by = c("Cost.center" = "Cost.center", "GL.account" = "GL.account")) |>
+      left_join(
+        exp(),
+        by = c(
+          "month" = "month",
+          "Cost.center" = "Cost.center",
+          "GL.account" = "GL.account"
+        )
+      ) |>
+      filter(is.na(explanation) | explanation == "") |>
+      filter(email == res_auth$email) |>
+      select(-c(9, 10))
+  })
+  
+  output$explanationtofill <- renderExcel({
+    req(user.accounts())
+    explanation.table <- user.accounts()
+    columns = data.frame(
+      title = colnames(explanation.table),
+      type = c(
+        'numeric',
+        'text',
+        'text',
+        'numeric',
+        'numeric',
+        'numeric',
+        'numeric',
+        'numeric',
+        'text'
+      )
+    )
+    excelTable(data = explanation.table, columns = columns, autoFill = TRUE)
+    
+  })
+  
+  
+  # Explanations table update
+  
+  observeEvent(input$explanationsubmit, {
+    explanation.table <- excel_to_R(input$explanationtofill)
+    if (is.null(input$explanationtofill) ||
+        nrow(explanation.table) == 0) {
+      showModal(modalDialog(title = "Nothing to Upload"))
+    } else{
+      showModal(modalDialog(title = "Upload in Database?",
+                            actionButton("finalexpsubmit", "Yes")))
+    }
+    
+  })
+  
+  
+  observeEvent(input$finalexpsubmit, {
+    explanation.table <- excel_to_R(input$explanationtofill)
+    explanation.table <- explanation.table |>
+      select(c(month, Cost.center, GL.account, explanation))
+    if (nrow(explanation.table) > 0) {
+      if (dbWriteTable(connec, "explanations", explanation.table, append = TRUE)) {
+        appr <- explanation.table |> mutate(approved = F)
+        if (dbWriteTable(connec, "approvals", appr, append = TRUE)) {
+          removeModal()
+          session$reload()
+        }
+        
+      }
+    }
+  })
+  
+  
+})

ui.R

@@ -0,0 +1,125 @@
+#
+# Custom App developed for Finance Team of Aramco
+# ::Asitav Sen::
+# ::LaNubia Consulting::
+# ::asitav.sen@lanubia.com::
+#
+
+library(shiny)
+library(shinydashboard)
+library(countup)
+library(shinyWidgets)
+library(shinydashboardPlus)
+library(DBI)
+library(RPostgres)
+library(dplyr)
+library(echarts4r)
+library(lubridate)
+library(DT)
+library(excelR)
+library(blastula)
+library(shinymanager)
+library(glue)
+library(shinythemes)
+library(kableExtra)
+library(waiter)
+
+
+
+source("helper_server.R")
+source("mod_valuebox.R")
+source("mod_elinearea.R")
+source("mod_step.R")
+source("mod_datatable.R")
+source("helper_ui.R")
+
+# Define UI for application
+
+  shinyUI(
+    secure_app(
+  shinydashboardPlus::dashboardPage(
+    title = "Budgetrack",
+    #skin = "blue-light",
+    #skin = "midnight",
+    header = shinydashboardPlus::dashboardHeader(title = "Budgetrack"),
+    sidebar = shinydashboardPlus::dashboardSidebar(
+      sidebarMenuOutput("menu")
+    ),
+    body = dashboardBody(
+      
+      tags$head(tags$style(HTML(
+        
+        '
+        /* logo */
+                                .skin-blue .main-header .logo {
+                                background-color: #0477ci;
+                                }
+                                
+                                /* logo when hovered */
+                                .skin-blue .main-header .logo:hover {
+                                background-color: #009adc;
+                                }
+                                
+                                /* navbar (rest of the header) */
+                                .skin-blue .main-header .navbar {
+                                background-color: #0033a0;
+                                }
+                                
+                                /* main sidebar */
+                                .skin-blue .main-sidebar {
+                                background-color: #ffffff;
+                                }
+                                
+                                /* active selected tab in the sidebarmenu */
+                                .skin-blue .main-sidebar .sidebar .sidebar-menu .active a{
+                                background-color: #01a54b;
+                                }
+                                
+                                /* other links in the sidebarmenu */
+                                .skin-blue .main-sidebar .sidebar .sidebar-menu a{
+                                background-color: #ffffff;
+                                color: #000000;
+                                }
+                                
+                                /* other links in the sidebarmenu when hovered */
+                                .skin-blue .main-sidebar .sidebar .sidebar-menu a:hover{
+                                background-color: #009adc;
+                                }
+        '
+        
+      ))),
+      tabItems(dashboard,
+                                  upload,
+                                  appndev,
+                                  explan,
+                                  admin))
+  ), 
+  enable_admin = TRUE, 
+  theme = shinythemes::shinytheme("united"),
+  tags_top =
+    tags$div(
+      tags$h4("Created exclusively for ", style ="align:center"),
+      br(),
+      tags$img(
+        src = "https://www.aramco.com/images/affiliateLogo-2x.png", width = 100
+      ),
+      br(),
+      br(),
+      tags$h4("By", style ="align:center"),
+      tags$img(src="logo.png", width=100)
+    ),
+  tags_bottom = tags$p(
+    "For any question, please contact",
+    tags$a(
+      href ="mailto:asitav.sen@lanubia.com?Subject=Aramco%20aBugdet",
+      target="_top","Asitav Sen"
+    )
+  ),
+  background = "linear-gradient(225deg,rgb(0,163,224),
+  rgb(0,51,160),
+  rgb(0,132,61),
+  rgb(132,189,0));"
+  )
+  
+)
+