jupyter-naas/fec-engine

La solution pour exploiter la data de ta compta en seulement 5 min top chrono!

fec-engine's Issues

Modify Readme

Update readme to reflect the new way to use the tool.

Create "FEC Dashboard" using "Naas Dashboard - Financial Consolidation" template

We want to reproduce the dashboard generated in Power BI/Looker using Plotly, from a template we can customize # Naas Dashboard - Financial Consolidation

Here is the current dashboard associated with the project :

Here is the current template:

What we to do is:

→ on Navbar:

• change logo to "n" naas logo
• rename title to "FEC engine"
• change navbar color to black
• nothing to change on dropdown scenario and entity (we will change the data later)

→ on KPI section

• maintain 6 boxes : nothing to do
• change the name of the boxes
• add variation in main KPI with sentiment (red/green)
• add value below variation
• change background color or each box to light white: HEX code #fbfbfb

→ on Charts section

• remove scorecard on the right side
• split screen in 2 rows and 2 columns of equal size
• create linechart in position 1:1 "EVOLUTION CHIFFRE D'AFFAIRES" → https://github.com/jupyter-naas/awesome-notebooks/blob/master/FEC/FEC_Visualiser_Comparer_Ventes_Line_Chart.ipynb
• reuse "REVENUE" in position 1:2 "POSITION DE TRESORERIE" → https://github.com/jupyter-naas/awesome-notebooks/blob/master/FEC/FEC_Visualiser_Tr%C3%A9sorerie_Barline_Chart.ipynb
• create horizontal barchart in position 2:1 "CHARGES" → @FlorentLvr template to be created
• create treemap in position 2:2 "BILAN" → there is a template for that: https://github.com/jupyter-naas/awesome-notebooks/blob/master/FEC/FEC_Visualiser_Bilan_Treemap.ipynb

Change favicon from Plotly/Dash to Naas

Today it's Plotly favicon

Here is the one to use: https://github.com/jupyter-naas/workspace/blob/dev/client/public/favicon.ico

Create button in Dashboard to export PowerBI config

FEC Data Model - Create workflow using naas pipeline

It is advisable to split the initial script into multiple notebooks to enhance clarity and customization. This approach allows for better organization and allows users to focus on specific sections or functionalities, resulting in improved clarity and enhanced customization options.

Workflow:

• Data Ingestion: This step involves collecting and importing data from various sources such as databases. In this case, we will get FEC from "inputs" and store them in outputs/FEC/raw_data/SIREN/. If errors > actions
• Data Extraction & Cleaning: This step extracts data from the collected sources to create a database to be processed. The outputs will be stored in "outputs/FEC/BDD/Init - Clean".
• Data Enrichment: This step allows us to improve data through different business rules. The outputs will be stored in "outputs/FEC/BDD/Enrich".
• Data Visualization: This step creates a dataset to be used in a data visualization tool. The outputs will be stored in "outputs/FEC/BDD/Visualisation/dataset_charges..."

Add AI analysis on graph

Generate AI analysis on each graph

Manage upload of FEC files in memory

As a user, the first screen I see is a zone where I can drop my FEC files.

• Warning if the FEC files are not following the expected format.
• Can we have a loader/progress bar
• Once the FEC are processed the dashboard appears with populated data

Add predictive module focus on "EVOLUTION CA"

Leverage the "YahooFinance - Send prediction to Email" and integrate as a specific component to create a "EVOLUTION CA" chart that shows the different prediction options.

Create button in Dashboard to export data in csv

Connect Output from main script to "FEC Dashboard"

Use the script output to feed the FEC Dashboard.