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VTMFTimelyFillingEvidence/add_timely_filing_flag.py

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+import shutil
+import pandas as pd
+from openpyxl import load_workbook
+from openpyxl.styles import Font, PatternFill, Alignment, Border, Side, Color
+from datetime import datetime
+
+IE_FILE = "EAT and Timely Filing Inclusion Exclusion List v27.0.xlsm"
+EV_FILE = "Timely Filing Evidence Report_.xlsx"
+timestamp = datetime.now().strftime("%Y%m%d_%H%M%S")
+OUT_FILE = f"Timely Filing Evidence Report_with_flag_{timestamp}.xlsx"
+
+# --- build lookup from IE ---
+ie = pd.read_excel(IE_FILE, sheet_name="JRD TMF Content Map")
+lookup = {}
+for _, row in ie.iterrows():
+    key = (
+        str(row["Type/Zone"]).strip().lower(),
+        str(row["SubType/Section"]).strip().lower(),
+        str(row["Classification/Artifact"]).strip().lower(),
+    )
+    lookup[key] = str(row["Include in Timely Filing Report"]).strip()
+
+# --- copy Evidence Report ---
+shutil.copy(EV_FILE, OUT_FILE)
+wb = load_workbook(OUT_FILE)
+ws = wb["Report"]
+
+# header row is row 4 (1-indexed); data starts row 5
+# current cols: A=DocNum, B=Version, ..., F=Type(6), G=Subtype(7), H=Classification(8)
+HEADER_ROW = 4
+DATA_START = 5
+COL_TYPE = 6        # F
+COL_SUBTYPE = 7     # G
+COL_CLASS = 8       # H
+INSERT_COL = 2      # insert as new column B
+
+# read key columns before inserting
+row_keys = {}
+for r in range(DATA_START, ws.max_row + 1):
+    t = ws.cell(r, COL_TYPE).value
+    s = ws.cell(r, COL_SUBTYPE).value
+    c = ws.cell(r, COL_CLASS).value
+    if t or s or c:
+        row_keys[r] = (str(t).strip().lower() if t else "", str(s).strip().lower() if s else "", str(c).strip().lower() if c else "")
+
+# insert column B (shifts everything right)
+ws.insert_cols(INSERT_COL)
+
+# style helpers
+header_font = Font(bold=True, name="Calibri", size=11, color=Color(theme=0))
+yes_fill = PatternFill("solid", start_color="C6EFCE")   # light green
+no_fill  = PatternFill("solid", start_color="FFC7CE")   # light red
+na_fill  = PatternFill("solid", start_color="FFEB9C")   # light yellow
+thin = Side(style="thin")
+border = Border(left=thin, right=thin, top=thin, bottom=thin)
+
+# write header
+hcell = ws.cell(HEADER_ROW, INSERT_COL, "Include in Timely Filing")
+hcell.font = header_font
+hcell.fill = PatternFill("solid", start_color="0070C0")
+hcell.alignment = Alignment(horizontal="center", wrap_text=True)
+hcell.border = border
+
+# write values
+for r, key in row_keys.items():
+    val = lookup.get(key, "N/A")
+    cell = ws.cell(r, INSERT_COL, val)
+    cell.font = Font(name="Calibri", size=11)
+    cell.alignment = Alignment(horizontal="center")
+    cell.border = border
+    if val == "Yes":
+        cell.fill = yes_fill
+    elif val == "No":
+        cell.fill = no_fill
+    else:
+        cell.fill = na_fill
+
+# set column width
+ws.column_dimensions[ws.cell(1, INSERT_COL).column_letter].width = 18
+
+wb._external_links = []
+wb.defined_names = wb.defined_names.__class__()
+wb.save(OUT_FILE)
+print(f"Saved: {OUT_FILE}")
+
+# quick stats
+total = len(row_keys)
+matched = sum(1 for k in row_keys.values() if lookup.get(k, "N/A") != "N/A")
+na_count = sum(1 for k in row_keys.values() if lookup.get(k, "N/A") == "N/A")
+print(f"Rows: {total}, matched: {matched}, N/A (no match): {na_count}")