Initial commit — clean history (removed large test files, browser profiles, Medidata/Clario downloads)

CTMS/PanoramaContacts/CLAUDE.md

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+# PanoramaContacts — CLAUDE.md
+
+## Účel adresáře
+
+Import kontaktů středisek (site contacts) z exportů systému PANORAMA (CTMS) do MySQL a jejich zobrazení ve Streamlit web reportu.
+Filtruje pouze záznamy pro **Czechia**. Aktuálně pokryté protokoly:
+
+| Protocol ID | TA |
+|---|---|
+| `77242113UCO3001` | Immunology |
+| `42847922MDD3003` | Neuroscience |
+
+---
+
+## Soubory
+
+| Soubor | Účel |
+|---|---|
+| `import_CZ_contacts.py` | Import xlsx → MySQL |
+| `webreport.py` | Streamlit web report |
+| `run_webreport.py` | PyCharm launcher (`streamlit run webreport.py`) |
+| `sql/create_CTMS_contacts.sql` | DDL tabulky `CTMS_contacts` |
+| `SourceData/*.xlsx` | PANORAMA Dashboard exporty (zdrojová data) |
+| `filter_state.json` | Automaticky ukládaný stav filtrů (generuje app) |
+
+---
+
+## MySQL
+
+- **Host:** 192.168.1.76:3306 · **DB:** `studie` · **Tabulka:** `CTMS_contacts`
+- **Sheet v xlsx:** `Site Contacts`, header na řádku 6 (0-based index 5)
+
+### Klíčové sloupce tabulky
+
+| Sloupec | Typ | Poznámka |
+|---|---|---|
+| `file_date` | DATE | Z `dcterms:created` v docProps/core.xml xlsx |
+| `imported_at` | DATETIME | Auto timestamp importu |
+| `protocol_id` | VARCHAR(20) | Identifikátor studie |
+| `site_id` | VARCHAR(15) | Středisko (např. `DD5-CZ10006`) |
+| `contact_role` | VARCHAR(50) | Role kontaktu (PI, Study Coordinator, …) |
+| `contact_start_date` | DATE | Začátek platnosti kontaktu |
+| `contact_end_date` | DATE | Konec platnosti — NULL = stále aktivní |
+| `email` | VARCHAR(100) | Hlavní e-mail |
+
+---
+
+## import_CZ_contacts.py
+
+- Zpracuje všechny `*.xlsx` v `SourceData/`
+- Přeskočí soubory, jejichž `file_date` ≠ dnešní datum (UTC)
+- Přepis: DELETE + INSERT podle `(file_date, protocol_id, country_name)`
+- `clean_value()` převede NaN / NaT / Timestamp na typy přijatelné MySQL driverem
+
+---
+
+## webreport.py — Streamlit app
+
+### Filtry (sidebar)
+
+| Filtr | Widget | Logika options |
+|---|---|---|
+| **Střediska** | radio | Aktivní / Neaktivní / Všechna |
+| **Protokol** | selectbox | Z celé DB |
+| **Role** | multiselect | Filtrováno dle protokolu + aktivní/neaktivní |
+| **Site** | multiselect | Filtrováno dle protokolu + aktivní/neaktivní |
+| **Hledání** | text_input | Fulltext přes všechny sloupce řádku |
+
+### Logika filtru Střediska
+
+| Hodnota | Site podmínka | End Date podmínka |
+|---|---|---|
+| **Aktivní** | `site_id` v `ACTIVE_SITES` | `contact_end_date IS NULL` |
+| **Neaktivní** | `site_id` NOT v `ACTIVE_SITES` | bez omezení |
+| **Všechna** | bez omezení | bez omezení |
+
+### Aktivní střediska (ACTIVE_SITES)
+
+```python
+"77242113UCO3001": {
+    "DD5-CZ10001", "DD5-CZ10003", "DD5-CZ10006", "DD5-CZ10009",
+    "DD5-CZ10010", "DD5-CZ10012", "DD5-CZ10013", "DD5-CZ10015",
+    "DD5-CZ10016", "DD5-CZ10020", "DD5-CZ10021", "DD5-CZ10022",
+}
+"42847922MDD3003": {
+    "S10-CZ10004", "S10-CZ10008", "S10-CZ10011", "S10-CZ10012",
+}
+```
+
+### Perzistence filtrů
+
+- Stav se ukládá do `filter_state.json` při každé změně filtru (`on_change=save_filter_state`)
+- Načítá se jednou za session přes flag `filters_initialized` v `st.session_state`
+- Při načítání se hodnoty validují vůči aktuálním options (ochrana před zastaralými daty)
+
+### Clipboard tlačítko
+
+- Knihovna `pyperclip` — kopíruje přímo do Windows clipboardu ze serverové strany
+- Formát: `Jméno Příjmení <email@domain.cz>; …`
+- Reaguje na aktuálně zobrazené (filtrované) záznamy
+
+### Cache
+
+- `@st.cache_data(ttl=300)` — data se drží 5 minut
+- Tlačítko 🔄 Obnovit data volá `st.cache_data.clear()` + `st.rerun()`
+
+---
+
+## Závislosti (venv)
+
+```
+mysql-connector-python
+pandas
+openpyxl
+streamlit
+pyperclip
+```

CTMS/PanoramaContacts/filter_state.json

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+{
+  "sel_status": "Aktivní",
+  "sel_proto": "77242113UCO3001",
+  "sel_role": [
+    "Principal Investigator",
+    "Sub-Investigator"
+  ],
+  "sel_site": []
+}

CTMS/PanoramaContacts/import_CZ_contacts.py

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+"""
+import_CZ_contacts.py
+Importuje kontakty středisek Czechia z PANORAMA Dashboard xlsx do MySQL tabulky CTMS_contacts.
+- Zpracuje všechny *.xlsx soubory ve SOURCE_DIR
+- Filtruje pouze řádky Country Name == 'Czechia'
+- file_date bere z document properties xlsx (dcterms:created)
+- Každý soubor vždy přepíše (delete + insert podle file_date + protocol_id + country)
+"""
+
+import zipfile
+import xml.etree.ElementTree as ET
+from datetime import datetime, timezone
+from pathlib import Path
+
+import pandas as pd
+import mysql.connector
+
+# ── Konfigurace ────────────────────────────────────────────────────────────────
+SOURCE_DIR = Path(r"U:\PythonProject\Janssen\CTMS\PanoramaContacts\SourceData")
+
+DB_CONFIG = {
+    "host":     "192.168.1.76",
+    "port":     3306,
+    "user":     "root",
+    "password": "Vlado9674+",
+    "database": "studie",
+    "charset":  "utf8mb4",
+}
+
+TABLE      = "CTMS_contacts"
+COUNTRY    = "Czechia"
+SHEET      = "Site Contacts"
+HEADER_ROW = 5   # 0-based → řádek č. 6 v Excelu
+
+COL_MAP = {
+    "Sector":                          "sector",
+    "TA":                              "ta",
+    "Protocol ID":                     "protocol_id",
+    "GTL-GTM/CTM":                     "gtl_ctm",
+    "Country Name":                    "country_name",
+    "LTM Name":                        "ltm_name",
+    "Site ID":                         "site_id",
+    "SM Name":                         "sm_name",
+    "PI Full Name":                    "pi_full_name",
+    "Institution Name":                "institution_name",
+    "Contact Identifier":              "contact_identifier",
+    "Title":                           "contact_title",
+    "Last Name":                       "last_name",
+    "First Name":                      "first_name",
+    "Contact Role":                    "contact_role",
+    "Contact Type":                    "contact_type",
+    "Pr St Cont Primary Indicator":    "primary_indicator",
+    "SUA Reporting Indicator":         "sua_reporting_indicator",
+    "Financial Disclosure Indicator":  "financial_disclosure_indicator",
+    "Contact Phone Number":            "phone",
+    "Alternative Phone Number":        "phone_alt",
+    "Mobile Phone Number":             "phone_mobile",
+    "Contact Fax Number":              "fax",
+    "Contact Email Address":           "email",
+    "SUA Reporting Email Address":     "email_sua",
+    "Contact Start Date":              "contact_start_date",
+    "Contact End Date":                "contact_end_date",
+    "Degree/qualification":            "degree_qualification",
+    "Job Title":                       "job_title",
+    "Contact Address Line 1":          "address_line1",
+    "Contact Address Line 2":          "address_line2",
+    "Contact Address Line 3":          "address_line3",
+    "Contact City":                    "city",
+    "Contact Addr State/Province":     "state_province",
+    "Contact Zip/Postal Code":         "zip_postal_code",
+}
+
+
+# ── Pomocné funkce ─────────────────────────────────────────────────────────────
+def get_file_created_date(xlsx_path: Path):
+    """Vrátí date z dcterms:created v docProps/core.xml."""
+    with zipfile.ZipFile(xlsx_path) as z:
+        with z.open("docProps/core.xml") as f:
+            root = ET.parse(f).getroot()
+    el = root.find("{http://purl.org/dc/terms/}created")
+    dt = datetime.fromisoformat(el.text.replace("Z", "+00:00"))
+    return dt.astimezone(timezone.utc).date()
+
+
+def clean_value(val):
+    """Převede NaN / NaT / Timestamp na typy přijatelné MySQL driverem."""
+    import math
+    if val is None:
+        return None
+    if isinstance(val, float):
+        return None if math.isnan(val) else val
+    if isinstance(val, pd.Timestamp):
+        return None if pd.isnull(val) else val.date()
+    try:
+        if pd.isna(val):
+            return None
+    except Exception:
+        pass
+    return val
+
+
+def get_protocol_id(xlsx_path: Path) -> str:
+    """Přečte protocol_id z prvního datového řádku (rychle, bez načtení celého souboru)."""
+    df = pd.read_excel(xlsx_path, sheet_name=SHEET, header=HEADER_ROW,
+                       usecols=["Protocol ID"], nrows=1)
+    return str(df["Protocol ID"].iloc[0])
+
+
+def import_file(xlsx_path: Path, cursor, conn):
+    """Zpracuje jeden xlsx soubor — vždy přepíše (delete + insert)."""
+    file_date   = get_file_created_date(xlsx_path)
+    protocol_id = get_protocol_id(xlsx_path)
+    print(f"  file_date   : {file_date}")
+    print(f"  protocol_id : {protocol_id}")
+
+    df = pd.read_excel(xlsx_path, sheet_name=SHEET, header=HEADER_ROW)
+    df_cz = df[df["Country Name"] == COUNTRY].copy()
+    print(f"  radku CZ    : {len(df_cz)}")
+
+    if df_cz.empty:
+        print("  -> zadne CZ radky, preskoceno")
+        return 0
+
+    df_cz = df_cz.rename(columns=COL_MAP)
+    db_cols = list(COL_MAP.values())
+
+    # Smazání stávajících záznamů pro tento soubor (přepis)
+    cursor.execute(
+        f"DELETE FROM {TABLE} "
+        f"WHERE file_date = %s AND protocol_id = %s AND country_name = %s",
+        (file_date, protocol_id, COUNTRY)
+    )
+    deleted = cursor.rowcount
+    if deleted:
+        print(f"  prepis      : smazano {deleted} starych radku")
+
+    placeholders = ", ".join(["%s"] * (len(db_cols) + 1))
+    insert_cols  = "file_date, " + ", ".join(db_cols)
+    sql_insert   = f"INSERT INTO {TABLE} ({insert_cols}) VALUES ({placeholders})"
+
+    for _, row in df_cz.iterrows():
+        values = [file_date] + [clean_value(row.get(col)) for col in db_cols]
+        cursor.execute(sql_insert, values)
+
+    conn.commit()
+    return len(df_cz)
+
+
+# ── Hlavní logika ──────────────────────────────────────────────────────────────
+def main():
+    files = sorted(SOURCE_DIR.glob("*.xlsx"))
+    if not files:
+        print(f"Zadne xlsx soubory v {SOURCE_DIR}")
+        return
+
+    today = datetime.now(timezone.utc).date()
+    print(f"Nalezeno souboru: {len(files)}  |  dnesni datum: {today}")
+    print(f"Pripojuji se k MySQL...")
+    conn = mysql.connector.connect(**DB_CONFIG)
+    cursor = conn.cursor()
+
+    summary = []
+    for xlsx in files:
+        print(f"\n[{xlsx.name}]")
+        try:
+            file_date = get_file_created_date(xlsx)
+            if file_date != today:
+                print(f"  file_date : {file_date}  -> PRESKOCENO (neni dnesni datum)")
+                summary.append((xlsx.name, f"preskoceno (file_date={file_date})"))
+                continue
+            n = import_file(xlsx, cursor, conn)
+            if n is None:
+                summary.append((xlsx.name, "preskoceno"))
+            else:
+                summary.append((xlsx.name, f"importovano {n} radku"))
+        except Exception as e:
+            conn.rollback()
+            summary.append((xlsx.name, f"CHYBA: {e}"))
+            print(f"  CHYBA: {e}")
+
+    cursor.close()
+    conn.close()
+
+    print("\n" + "=" * 60)
+    print("SOUHRN:")
+    for name, status in summary:
+        print(f"  {name:<45} {status}")
+    print("=" * 60)
+
+
+if __name__ == "__main__":
+    main()

CTMS/PanoramaContacts/run_webreport.py

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+import subprocess
+import sys
+from pathlib import Path
+
+app = Path(__file__).parent / "webreport.py"
+subprocess.run([sys.executable, "-m", "streamlit", "run", str(app)])

CTMS/PanoramaContacts/sql/create_CTMS_contacts.sql

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+-- ============================================================
+--  Databáze  : studie
+--  Tabulka   : CTMS_contacts
+--  Popis     : Kontakty center ze systému PANORAMA (CTMS)
+--              studie 42847922MDD3003 (Neuroscience)
+--  Vytvořeno : 2026-05-07
+-- ============================================================
+
+USE studie;
+
+CREATE TABLE IF NOT EXISTS CTMS_contacts (
+    -- ── Interní klíče ──────────────────────────────────────────
+    id                              INT UNSIGNED        NOT NULL AUTO_INCREMENT,
+    file_date                       DATE                NOT NULL COMMENT 'Datum vytvoření zdrojového souboru (PANORAMA export)',
+    imported_at                     DATETIME            NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT 'Datum a čas importu záznamu do DB',
+
+    -- ── Studie / organizace ────────────────────────────────────
+    sector                          VARCHAR(20)                  COMMENT 'Pharma / ...',
+    ta                              VARCHAR(30)                  COMMENT 'Therapeutic Area',
+    protocol_id                     VARCHAR(20)                  COMMENT 'Protocol ID (např. 42847922MDD3003)',
+    gtl_ctm                         VARCHAR(50)                  COMMENT 'GTL-GTM/CTM jméno',
+
+    -- ── Lokalita (site) ────────────────────────────────────────
+    country_name                    VARCHAR(60)                  COMMENT 'Název země',
+    ltm_name                        VARCHAR(50)                  COMMENT 'LTM Name',
+    site_id                         VARCHAR(15)                  COMMENT 'Identifikátor střediska (např. S10-CZ10008)',
+    sm_name                         VARCHAR(60)                  COMMENT 'Site Manager Name',
+    pi_full_name                    VARCHAR(80)                  COMMENT 'Principal Investigator – celé jméno',
+    institution_name                VARCHAR(100)                 COMMENT 'Název instituce / kliniky',
+
+    -- ── Kontaktní osoba ────────────────────────────────────────
+    contact_identifier              INT UNSIGNED                 COMMENT 'PANORAMA interní ID kontaktu',
+    contact_title                   VARCHAR(25)                  COMMENT 'Titul (Mr, Ms, Dr, ...)',
+    last_name                       VARCHAR(50)                  COMMENT 'Příjmení',
+    first_name                      VARCHAR(40)                  COMMENT 'Jméno',
+    contact_role                    VARCHAR(50)                  COMMENT 'Role kontaktu (Study Coordinator, PI, ...)',
+    contact_type                    VARCHAR(30)                  COMMENT 'Typ kontaktu (Study-Site Staff, ...)',
+
+    -- ── Indikátory ─────────────────────────────────────────────
+    primary_indicator               ENUM('Yes','No')             COMMENT 'Pr St Cont Primary Indicator',
+    sua_reporting_indicator         ENUM('Yes','No')             COMMENT 'SUA Reporting Indicator',
+    financial_disclosure_indicator  ENUM('Yes','No')             COMMENT 'Financial Disclosure Indicator',
+
+    -- ── Kontaktní údaje ────────────────────────────────────────
+    phone                           VARCHAR(40)                  COMMENT 'Hlavní telefonní číslo',
+    phone_alt                       VARCHAR(40)                  COMMENT 'Alternativní telefonní číslo',
+    phone_mobile                    VARCHAR(40)                  COMMENT 'Mobilní číslo',
+    fax                             VARCHAR(40)                  COMMENT 'Faxové číslo',
+    email                           VARCHAR(100)                 COMMENT 'Hlavní e-mailová adresa',
+    email_sua                       VARCHAR(100)                 COMMENT 'SUA Reporting e-mail',
+
+    -- ── Datumy ─────────────────────────────────────────────────
+    contact_start_date              DATE                         COMMENT 'Datum začátku platnosti kontaktu',
+    contact_end_date                DATE                         COMMENT 'Datum konce platnosti kontaktu',
+
+    -- ── Kvalifikace ────────────────────────────────────────────
+    degree_qualification            VARCHAR(30)                  COMMENT 'Titul / kvalifikace',
+    job_title                       VARCHAR(40)                  COMMENT 'Pracovní pozice',
+
+    -- ── Adresa ─────────────────────────────────────────────────
+    address_line1                   VARCHAR(100)                 COMMENT 'Adresní řádek 1',
+    address_line2                   VARCHAR(60)                  COMMENT 'Adresní řádek 2',
+    address_line3                   VARCHAR(100)                 COMMENT 'Adresní řádek 3',
+    city                            VARCHAR(50)                  COMMENT 'Město',
+    state_province                  VARCHAR(40)                  COMMENT 'Stát / provincie',
+    zip_postal_code                 VARCHAR(20)                  COMMENT 'PSČ',
+
+    -- ── Klíče ──────────────────────────────────────────────────
+    PRIMARY KEY (id),
+
+    -- Rychlé vyhledávání podle nejčastěji dotazovaných polí
+    INDEX idx_file_date             (file_date),
+    INDEX idx_country               (country_name),
+    INDEX idx_site_id               (site_id),
+    INDEX idx_protocol              (protocol_id),
+    INDEX idx_contact_role          (contact_role),
+    INDEX idx_email                 (email),
+    INDEX idx_contact_identifier    (contact_identifier)
+
+) ENGINE=InnoDB
+  DEFAULT CHARSET=utf8mb4
+  COLLATE=utf8mb4_unicode_ci
+  COMMENT='CTMS contacts – Site Contacts, studie 42847922MDD3003';

CTMS/PanoramaContacts/webreport.py

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+"""
+create_report.py
+Streamlit report kontaktů z MySQL tabulky CTMS_contacts.
+Spuštění: streamlit run create_report.py
+"""
+
+import json
+from pathlib import Path
+
+import mysql.connector
+import pandas as pd
+import pyperclip
+import streamlit as st
+
+# ── Konfigurace ────────────────────────────────────────────────────────────────
+DB_CONFIG = {
+    "host":     "192.168.1.76",
+    "port":     3306,
+    "user":     "root",
+    "password": "Vlado9674+",
+    "database": "studie",
+    "charset":  "utf8mb4",
+}
+
+TABLE      = "CTMS_contacts"
+STATE_FILE = Path(__file__).parent / "filter_state.json"
+
+ACTIVE_SITES = {
+    "77242113UCO3001": {
+        "DD5-CZ10001", "DD5-CZ10003", "DD5-CZ10006", "DD5-CZ10009",
+        "DD5-CZ10010", "DD5-CZ10012", "DD5-CZ10013", "DD5-CZ10015",
+        "DD5-CZ10016", "DD5-CZ10020", "DD5-CZ10021", "DD5-CZ10022",
+    },
+    "42847922MDD3003": {
+        "S10-CZ10004", "S10-CZ10008", "S10-CZ10011", "S10-CZ10012",
+    },
+}
+
+DISPLAY_COLS = {
+    "site_id":            "Site ID",
+    "institution_name":   "Institution",
+    "pi_full_name":       "PI",
+    "contact_title":      "Title",
+    "last_name":          "Last Name",
+    "first_name":         "First Name",
+    "contact_role":       "Role",
+    "primary_indicator":  "Primary",
+    "phone":              "Phone",
+    "phone_mobile":       "Mobile",
+    "email":              "Email",
+    "contact_start_date": "Start Date",
+    "contact_end_date":   "End Date",
+}
+
+STATUS_OPTIONS   = ["Aktivní", "Neaktivní", "Všechna"]
+DEFAULT_STATUS   = "Aktivní"
+
+
+# ── Perzistence filtrů ─────────────────────────────────────────────────────────
+def load_filter_state() -> dict:
+    if STATE_FILE.exists():
+        try:
+            return json.loads(STATE_FILE.read_text(encoding="utf-8"))
+        except Exception:
+            pass
+    return {}
+
+def save_filter_state():
+    state = {
+        "sel_status": st.session_state.get("sel_status", DEFAULT_STATUS),
+        "sel_proto":  st.session_state.get("sel_proto",  "Všechny"),
+        "sel_role":   st.session_state.get("sel_role",   []),
+        "sel_site":   st.session_state.get("sel_site",   []),
+    }
+    STATE_FILE.write_text(json.dumps(state, ensure_ascii=False, indent=2), encoding="utf-8")
+
+
+# ── Data ───────────────────────────────────────────────────────────────────────
+@st.cache_data(ttl=300)
+def load_data() -> pd.DataFrame:
+    cols = ", ".join(DISPLAY_COLS.keys())
+    sql = (
+        f"SELECT protocol_id, file_date, {cols} "
+        f"FROM {TABLE} "
+        f"ORDER BY protocol_id, site_id, contact_role, last_name, first_name"
+    )
+    conn = mysql.connector.connect(**DB_CONFIG)
+    cursor = conn.cursor(dictionary=True)
+    cursor.execute(sql)
+    rows = cursor.fetchall()
+    cursor.close()
+    conn.close()
+    return pd.DataFrame(rows)
+
+
+# ── Aplikace ───────────────────────────────────────────────────────────────────
+st.set_page_config(page_title="CTMS Contacts", page_icon="🏥", layout="wide")
+st.title("🏥 CTMS Contacts — Czechia")
+
+try:
+    df = load_data()
+except Exception as e:
+    st.error(f"Chyba připojení k MySQL: {e}")
+    st.stop()
+
+protocols = ["Všechny"] + sorted(df["protocol_id"].unique().tolist())
+
+# Načti uložený stav jednou za session
+if "filters_initialized" not in st.session_state:
+    saved = load_filter_state()
+    st.session_state["sel_status"] = saved.get("sel_status", DEFAULT_STATUS) if saved.get("sel_status") in STATUS_OPTIONS else DEFAULT_STATUS
+    st.session_state["sel_proto"]  = saved.get("sel_proto",  "Všechny")      if saved.get("sel_proto")  in protocols      else "Všechny"
+    st.session_state["sel_role"]   = saved.get("sel_role",  [])
+    st.session_state["sel_site"]   = saved.get("sel_site",  [])
+    st.session_state["filters_initialized"] = True
+
+# Role a centra podle vybraného protokolu + aktivní/neaktivní
+all_active = set().union(*ACTIVE_SITES.values())
+df_opts = df.copy()
+if st.session_state["sel_proto"] != "Všechny":
+    df_opts = df_opts[df_opts["protocol_id"] == st.session_state["sel_proto"]]
+if st.session_state["sel_status"] == "Aktivní":
+    df_opts = df_opts[df_opts["site_id"].isin(all_active) & df_opts["contact_end_date"].isna()]
+elif st.session_state["sel_status"] == "Neaktivní":
+    df_opts = df_opts[~df_opts["site_id"].isin(all_active)]
+roles = sorted(df_opts["contact_role"].dropna().unique().tolist())
+sites = sorted(df_opts["site_id"].dropna().unique().tolist())
+
+# Pročisti neplatné výběry po změně protokolu
+st.session_state["sel_role"] = [r for r in st.session_state["sel_role"] if r in roles]
+st.session_state["sel_site"] = [s for s in st.session_state["sel_site"] if s in sites]
+
+# ── Sidebar filtry ─────────────────────────────────────────────────────────────
+with st.sidebar:
+    st.header("Filtry")
+
+    st.radio(
+        "Střediska", STATUS_OPTIONS, horizontal=True,
+        key="sel_status", on_change=save_filter_state,
+    )
+    st.selectbox(
+        "Protokol", protocols,
+        key="sel_proto", on_change=save_filter_state,
+    )
+    st.multiselect(
+        "Role", roles,
+        key="sel_role", on_change=save_filter_state,
+    )
+    st.multiselect(
+        "Site", sites,
+        key="sel_site", on_change=save_filter_state,
+    )
+
+    search = st.text_input("Hledat (jméno, email…)")
+
+    st.divider()
+    if st.button("🔄 Obnovit data"):
+        st.cache_data.clear()
+        st.rerun()
+
+    st.caption(f"Naposledy načteno: {pd.Timestamp.now().strftime('%H:%M:%S')}")
+
+# ── Filtrování ─────────────────────────────────────────────────────────────────
+filtered = df.copy()
+
+if st.session_state["sel_proto"] != "Všechny":
+    filtered = filtered[filtered["protocol_id"] == st.session_state["sel_proto"]]
+
+if st.session_state["sel_status"] == "Aktivní":
+    filtered = filtered[filtered["site_id"].isin(all_active) & filtered["contact_end_date"].isna()]
+elif st.session_state["sel_status"] == "Neaktivní":
+    filtered = filtered[~filtered["site_id"].isin(all_active)]
+
+if st.session_state["sel_role"]:
+    filtered = filtered[filtered["contact_role"].isin(st.session_state["sel_role"])]
+if st.session_state["sel_site"]:
+    filtered = filtered[filtered["site_id"].isin(st.session_state["sel_site"])]
+if search:
+    mask = filtered.apply(
+        lambda row: row.astype(str).str.contains(search, case=False, na=False).any(),
+        axis=1,
+    )
+    filtered = filtered[mask]
+
+# ── Metriky ────────────────────────────────────────────────────────────────────
+col1, col2, col3, col4 = st.columns(4)
+col1.metric("Kontaktů celkem", len(filtered))
+col2.metric("Protokolů", filtered["protocol_id"].nunique())
+col3.metric("Středisek", filtered["site_id"].nunique())
+col4.metric("Rolí", filtered["contact_role"].nunique())
+
+st.divider()
+
+# ── Tabulka ────────────────────────────────────────────────────────────────────
+display = filtered[["protocol_id", "file_date"] + list(DISPLAY_COLS.keys())].copy()
+display = display.rename(columns={"protocol_id": "Protocol", "file_date": "File Date", **DISPLAY_COLS})
+
+st.dataframe(
+    display,
+    width="stretch",
+    hide_index=True,
+    column_config={
+        "Email":      st.column_config.LinkColumn("Email", display_text=".*"),
+        "Start Date": st.column_config.DateColumn("Start Date", format="DD-MMM-YYYY"),
+        "End Date":   st.column_config.DateColumn("End Date",   format="DD-MMM-YYYY"),
+    },
+)
+
+st.caption(f"Zobrazeno {len(filtered)} z {len(df)} záznamů")
+
+st.divider()
+email_rows = filtered[["first_name", "last_name", "email"]].dropna(subset=["email"])
+email_rows = email_rows[email_rows["email"].str.strip() != ""]
+entries = [
+    f"{row.first_name} {row.last_name} <{row.email}>"
+    for row in email_rows.itertuples()
+]
+email_str = "; ".join(entries)
+
+if st.button(f"📋 Kopírovat emaily do clipboardu ({len(entries)} adres)"):
+    if entries:
+        pyperclip.copy(email_str)
+        st.success(f"✅ Zkopírováno {len(entries)} adres — vlož přímo do pole Komu.")

CTMS/VisitsFromCTMSExport/10_explore_data.py

@@ -0,0 +1,47 @@
+import pandas as pd
+
+CSV_FILE = "filename.csv"
+
+df = pd.read_csv(CSV_FILE, sep=";", encoding="utf-8-sig")
+
+# Parse dates
+date_cols = ["Original Due Date", "Due Date", "Window Start Date", "Cutoff Date", "Completed Date"]
+for col in date_cols:
+    df[col] = pd.to_datetime(df[col], errors="coerce")
+
+# Country from site number
+df["Country"] = df["Study Site Number"].str.extract(r"DD5-([A-Z]+)\d+")
+
+print("=" * 60)
+print("CTMS VISITS EXPORT — přehled dat")
+print("=" * 60)
+print(f"\nCelkem řádků : {len(df):,}")
+print(f"Celkem sloupců: {len(df.columns)}")
+print(f"\nSloupce:\n  " + "\n  ".join(df.columns.tolist()))
+
+print(f"\nSites celkem : {df['Study Site Number'].nunique()}")
+print(f"Zemí celkem  : {df['Country'].nunique()}")
+print(f"Země         : {', '.join(sorted(df['Country'].dropna().unique()))}")
+
+print("\nStatus:")
+for k, v in df["Status"].value_counts().items():
+    print(f"  {k:<20} {v:>6,}")
+
+print("\nCategory:")
+for k, v in df["Category"].value_counts().items():
+    print(f"  {k:<25} {v:>6,}")
+
+print("\nSub Category:")
+for k, v in df["Sub Category"].value_counts().items():
+    print(f"  {k:<20} {v:>6,}")
+
+print(f"\nReference kódy: {sorted(df['Reference'].dropna().unique().tolist())}")
+
+print("\nRozsah dat:")
+for col in ["Due Date", "Completed Date"]:
+    vals = df[col].dropna()
+    if len(vals):
+        print(f"  {col:<20} {vals.min().date()} — {vals.max().date()}")
+
+print("\nNáhled (5 řádků):")
+print(df.head(5).to_string())

CTMS/VisitsFromCTMSExport/20_report_CZ.py

@@ -0,0 +1,401 @@
+import pandas as pd
+import openpyxl
+from openpyxl.styles import Font, PatternFill, Alignment, Border, Side, numbers
+from openpyxl.utils import get_column_letter
+from datetime import date
+import os
+
+CSV_FILE = "filename.csv"
+SVR_FILE = "Site Visit Report (2).xlsx"
+OUTPUT_DIR = os.path.join("..", "..", "CTMS", "output")
+os.makedirs(OUTPUT_DIR, exist_ok=True)
+today_str = date.today().strftime("%Y-%m-%d")
+OUTPUT_FILE = os.path.join(OUTPUT_DIR, f"{today_str} UCO3001 CZ CTMS Visits.xlsx")
+
+# --- Load & filter ---
+df = pd.read_csv(CSV_FILE, sep=";", encoding="utf-8-sig")
+df["Country"] = df["Study Site Number"].str.extract(r"DD5-([A-Z]+)\d+")
+cz = df[df["Country"] == "CZ"].copy()
+
+date_cols = ["Original Due Date", "Due Date", "Window Start Date", "Cutoff Date", "Completed Date"]
+for col in date_cols:
+    cz[col] = pd.to_datetime(cz[col], errors="coerce")
+
+SITES = [
+    "DD5-CZ10001", "DD5-CZ10003", "DD5-CZ10006", "DD5-CZ10009",
+    "DD5-CZ10010", "DD5-CZ10012", "DD5-CZ10013", "DD5-CZ10015",
+    "DD5-CZ10016", "DD5-CZ10020", "DD5-CZ10021", "DD5-CZ10022",
+]
+cz = cz[cz["Study Site Number"].isin(SITES) & cz["Status"].isin(["Completed", "Scheduled", "Planned"])].copy()
+
+cz["CRA"] = cz["Assigned To Last Name"].fillna("")
+
+# --- Merge Site Visit Report (2) ---
+import re as _re
+def _svid_to_ref(svid):
+    svid = str(svid).replace("MCTMS|", "")
+    if svid == "Qualification Visit": return "SQV"
+    if svid == "Site Initiation":     return "SIV"
+    if svid == "Closure Visit":       return "COV"
+    m = _re.match(r"Monitoring Visit (\d+)", svid)
+    return f"IMV{m.group(1)}" if m else svid
+
+svr = pd.read_excel(SVR_FILE, header=5)
+svr = svr[svr["Site ID"].isin(SITES)].copy()
+svr["Reference"] = svr["Site Visit ID"].apply(_svid_to_ref)
+svr = svr[["Site ID", "Reference", "Site Visit Type", "Submitter Name", "Approver Name"]].rename(columns={"Site ID": "Study Site Number"})
+
+cz = cz.merge(svr, on=["Study Site Number", "Reference"], how="left")
+
+# --- Styles ---
+FONT_NAME = "Arial"
+COL_HEADER = "1F5C99"   # dark blue
+COL_COMPL  = "E2EFDA"   # light green
+COL_SCHED  = "FFF2CC"   # light yellow
+COL_PLAN   = "FCE4D6"   # light orange
+COL_NA     = "F2F2F2"   # grey
+WHITE      = "FFFFFF"
+DARK_TEXT  = "000000"
+
+STATUS_COLORS = {
+    "Completed":      COL_COMPL,
+    "Scheduled":      COL_SCHED,
+    "Planned":        COL_PLAN,
+    "Not applicable": COL_NA,
+}
+
+thin = Side(style="thin", color="BFBFBF")
+med  = Side(style="medium", color="808080")
+
+def border(left=thin, right=thin, top=thin, bottom=thin):
+    return Border(left=left, right=right, top=top, bottom=bottom)
+
+def header_cell(ws, row, col, value, width=None):
+    c = ws.cell(row=row, column=col, value=value)
+    c.font = Font(name=FONT_NAME, bold=True, color=WHITE, size=10)
+    c.fill = PatternFill("solid", fgColor=COL_HEADER)
+    c.alignment = Alignment(horizontal="center", vertical="center", wrap_text=True)
+    c.border = Border(left=Side(style="medium", color=WHITE),
+                      right=Side(style="medium", color=WHITE),
+                      top=thin, bottom=thin)
+    if width and col <= ws.max_column or width:
+        ws.column_dimensions[get_column_letter(col)].width = width
+    return c
+
+def data_cell(ws, row, col, value, fill_color=WHITE, align="left", bold=False, num_fmt=None, date_val=False):
+    c = ws.cell(row=row, column=col, value=value)
+    c.font = Font(name=FONT_NAME, size=9, bold=bold, color=DARK_TEXT)
+    if fill_color != WHITE:
+        c.fill = PatternFill("solid", fgColor=fill_color)
+    c.alignment = Alignment(horizontal=align, vertical="center")
+    c.border = border()
+    if num_fmt:
+        c.number_format = num_fmt
+    elif date_val and isinstance(value, (pd.Timestamp, type(None))):
+        c.number_format = "DD-MMM-YYYY"
+    return c
+
+# =========================================================
+# SHEET 1: Přehled per site
+# =========================================================
+wb = openpyxl.Workbook()
+ws1 = wb.active
+ws1.title = "Přehled CZ"
+ws1.freeze_panes = "A3"
+
+# Title
+ws1.merge_cells("A1:M1")
+title = ws1["A1"]
+title.value = f"UCO3001 — CZ CTMS Visits Overview  |  {today_str}"
+title.font = Font(name=FONT_NAME, bold=True, size=12, color=WHITE)
+title.fill = PatternFill("solid", fgColor="2E4057")
+title.alignment = Alignment(horizontal="center", vertical="center")
+ws1.row_dimensions[1].height = 22
+
+# Headers
+headers = [
+    ("Site", 14), ("Investigátor", 22),
+    ("SQV", 11), ("SIV", 11),
+    ("IMV\nCompleted", 11), ("IMV\nScheduled", 11), ("IMV\nPlanned", 11),
+    ("COV", 11),
+    ("Poslední vizita\nDatum", 14), ("Poslední vizita\nTyp", 16),
+    ("Příští vizita\nDatum", 14), ("Příští vizita\nTyp", 16),
+    ("Celkem\nvizit", 10),
+]
+for ci, (h, w) in enumerate(headers, 1):
+    header_cell(ws1, 2, ci, h, width=w)
+ws1.row_dimensions[2].height = 30
+
+# Data per site
+sites = sorted(cz["Study Site Number"].unique())
+for ri, site in enumerate(sites, 3):
+    s = cz[cz["Study Site Number"] == site]
+    inv_row = s.iloc[0]
+    inv = f"{inv_row['INV_FIRST_NAME']} {inv_row['INV_LAST_NAME']}"
+    cra = s["CRA"].replace("", pd.NA).dropna().iloc[0] if not s["CRA"].replace("", pd.NA).dropna().empty else ""
+
+    sqv = s[s["Reference"] == "SQV"]
+    siv = s[s["Reference"] == "SIV"]
+    cov = s[s["Reference"] == "COV"]
+    imv = s[s["Category"] == "Monitoring Visit"]
+
+    def visit_status(sub):
+        if sub.empty:
+            return ("—", COL_NA)
+        st = sub.iloc[0]["Status"]
+        return (st, STATUS_COLORS.get(st, WHITE))
+
+    sqv_st, sqv_c = visit_status(sqv)
+    siv_st, siv_c = visit_status(siv)
+    cov_st, cov_c = visit_status(cov)
+
+    imv_comp = int((imv["Status"] == "Completed").sum())
+    imv_sch  = int((imv["Status"] == "Scheduled").sum())
+    imv_plan = int((imv["Status"] == "Planned").sum())
+
+    # Last completed
+    comp = s[s["Status"] == "Completed"].dropna(subset=["Completed Date"])
+    last_comp = comp.sort_values("Completed Date").iloc[-1] if not comp.empty else None
+    last_date = last_comp["Completed Date"] if last_comp is not None else None
+    last_type = last_comp["Reference"] if last_comp is not None else "—"
+
+    # Next upcoming — pouze vizity s Due Date po poslední Completed
+    upcoming = s[s["Status"].isin(["Scheduled", "Planned"])].dropna(subset=["Due Date"])
+    if last_date is not None:
+        upcoming = upcoming[upcoming["Due Date"] > last_date]
+    next_vis  = upcoming.sort_values("Due Date").iloc[0] if not upcoming.empty else None
+    next_date = next_vis["Due Date"] if next_vis is not None else None
+    next_type = next_vis["Reference"] if next_vis is not None else "—"
+
+    total = len(s)
+    bg = WHITE if ri % 2 == 0 else "F7F9FC"
+
+    row_data = [
+        (site,      "left",   True,  None,       None),
+        (inv,       "left",   False, None,       None),
+        (sqv_st,    "center", False, None,       sqv_c),
+        (siv_st,    "center", False, None,       siv_c),
+        (imv_comp,  "center", False, "#,##0",    None),
+        (imv_sch,   "center", False, "#,##0",    None),
+        (imv_plan,  "center", False, "#,##0",    None),
+        (cov_st,    "center", False, None,       cov_c),
+        (last_date, "center", False, "DD-MMM-YY",None),
+        (last_type, "center", False, None,       None),
+        (next_date, "center", False, "DD-MMM-YY",None),
+        (next_type, "center", False, None,       None),
+        (total,     "center", True,  "#,##0",    None),
+    ]
+    for ci, (val, align, bold, fmt, fill) in enumerate(row_data, 1):
+        fc = fill if fill else bg
+        c = data_cell(ws1, ri, ci, val, fill_color=fc, align=align, bold=bold)
+        if fmt:
+            c.number_format = fmt
+    ws1.row_dimensions[ri].height = 16
+
+# Autofilter
+ws1.auto_filter.ref = f"A2:{get_column_letter(len(headers))}2"
+
+# =========================================================
+# SHEET 2: Detail všech CZ vizit
+# =========================================================
+ws2 = wb.create_sheet("Detail CZ")
+ws2.freeze_panes = "A3"
+
+ws2.merge_cells("A1:N1")
+t2 = ws2["A1"]
+t2.value = f"UCO3001 — CZ CTMS Visits — Detail  |  {today_str}"
+t2.font = Font(name=FONT_NAME, bold=True, size=12, color=WHITE)
+t2.fill = PatternFill("solid", fgColor="2E4057")
+t2.alignment = Alignment(horizontal="center", vertical="center")
+ws2.row_dimensions[1].height = 22
+
+det_headers = [
+    ("Site", 14), ("Investigátor", 22), ("CRA (Submitter)", 24),
+    ("Ref", 9), ("Název vizity", 24), ("Category", 20), ("Sub Category", 16),
+    ("Status", 14),
+    ("Due Date", 13), ("Window Start", 13), ("Cutoff Date", 13), ("Completed Date", 13),
+    ("Typ vizity", 12),
+]
+for ci, (h, w) in enumerate(det_headers, 1):
+    header_cell(ws2, 2, ci, h, width=w)
+ws2.row_dimensions[2].height = 26
+
+# Sort: site → SQV → SIV → IMV1 → IMV2 … → COV
+ref_order = {"SQV": 0, "SIV": 1, "COV": 9999}
+def ref_sort_key(ref):
+    if ref in ref_order:
+        return ref_order[ref]
+    import re
+    m = re.match(r"IMV(\d+)$", str(ref))
+    return int(m.group(1)) + 1 if m else 5000
+cz["_ref_ord"] = cz["Reference"].apply(ref_sort_key)
+detail = cz.sort_values(["Study Site Number", "_ref_ord"]).reset_index(drop=True)
+
+for ri, row in detail.iterrows():
+    r = ri + 3
+    st = row["Status"]
+    bg = STATUS_COLORS.get(st, WHITE)
+
+    inv = f"{row['INV_FIRST_NAME']} {row['INV_LAST_NAME']}"
+    submitter  = row["Submitter Name"]   if pd.notna(row.get("Submitter Name"))   else ""
+    visit_type = row["Site Visit Type"]  if pd.notna(row.get("Site Visit Type"))  else ""
+    vals = [
+        (row["Study Site Number"], "left",   True),
+        (inv,                      "left",   False),
+        (submitter,                "left",   False),
+        (row["Reference"],         "center", True),
+        (row["Visit Name"],        "left",   False),
+        (row["Category"],          "left",   False),
+        (row["Sub Category"],      "left",   False),
+        (st,                       "center", False),
+        (row["Due Date"],          "center", False),
+        (row["Window Start Date"], "center", False),
+        (row["Cutoff Date"],       "center", False),
+        (row["Completed Date"],    "center", False),
+        (visit_type,               "center", False),
+    ]
+    for ci, (val, align, bold) in enumerate(vals, 1):
+        c = data_cell(ws2, r, ci, val, fill_color=bg, align=align, bold=bold)
+        if isinstance(val, pd.Timestamp) and not pd.isna(val):
+            c.value = val.to_pydatetime()
+            c.number_format = "DD-MMM-YY"
+    ws2.row_dimensions[r].height = 14
+
+ws2.auto_filter.ref = f"A2:{get_column_letter(len(det_headers))}2"
+
+# =========================================================
+# SHEET 3: Nadcházející / Scheduled+Planned
+# =========================================================
+ws3 = wb.create_sheet("Nadcházející vizity")
+ws3.freeze_panes = "A3"
+
+ws3.merge_cells("A1:J1")
+t3 = ws3["A1"]
+t3.value = f"UCO3001 — CZ — Nadcházející vizity (Scheduled + Planned)  |  {today_str}"
+t3.font = Font(name=FONT_NAME, bold=True, size=12, color=WHITE)
+t3.fill = PatternFill("solid", fgColor="2E4057")
+t3.alignment = Alignment(horizontal="center", vertical="center")
+ws3.row_dimensions[1].height = 22
+
+upc_headers = [
+    ("Due Date", 13), ("Site", 14), ("Investigátor", 22), ("CRA", 14),
+    ("Ref", 9), ("Název vizity", 24), ("Category", 20),
+    ("Status", 12), ("Window Start", 13), ("Cutoff Date", 13),
+]
+for ci, (h, w) in enumerate(upc_headers, 1):
+    header_cell(ws3, 2, ci, h, width=w)
+ws3.row_dimensions[2].height = 26
+
+upcoming = cz[cz["Status"].isin(["Scheduled", "Planned"])].sort_values(["Due Date", "Study Site Number"]).reset_index(drop=True)
+
+for ri, row in upcoming.iterrows():
+    r = ri + 3
+    bg = STATUS_COLORS.get(row["Status"], WHITE)
+    inv = f"{row['INV_FIRST_NAME']} {row['INV_LAST_NAME']}"
+    vals = [
+        (row["Due Date"],          "center", True),
+        (row["Study Site Number"], "left",   False),
+        (inv,                      "left",   False),
+        (row["CRA"],               "center", False),
+        (row["Reference"],         "center", True),
+        (row["Visit Name"],        "left",   False),
+        (row["Category"],          "left",   False),
+        (row["Status"],            "center", False),
+        (row["Window Start Date"], "center", False),
+        (row["Cutoff Date"],       "center", False),
+    ]
+    for ci, (val, align, bold) in enumerate(vals, 1):
+        c = data_cell(ws3, r, ci, val, fill_color=bg, align=align, bold=bold)
+        if isinstance(val, pd.Timestamp) and not pd.isna(val):
+            c.value = val.to_pydatetime()
+            c.number_format = "DD-MMM-YY"
+    ws3.row_dimensions[r].height = 14
+
+ws3.auto_filter.ref = f"A2:{get_column_letter(len(upc_headers))}2"
+
+# =========================================================
+# SHEET 4: Problémy — datové nesoulady
+# =========================================================
+ws4 = wb.create_sheet("Problémy")
+ws4.freeze_panes = "A3"
+
+# Načteme původní data bez statusového filtru pro detekci problémů
+df_raw = pd.read_csv(CSV_FILE, sep=";", encoding="utf-8-sig")
+df_raw["Country"] = df_raw["Study Site Number"].str.extract(r"DD5-([A-Z]+)\d+")
+cz_raw = df_raw[df_raw["Study Site Number"].isin(SITES)].copy()
+for col in date_cols:
+    cz_raw[col] = pd.to_datetime(cz_raw[col], errors="coerce")
+cz_raw["CRA"] = cz_raw["Assigned To Last Name"].fillna("")
+cz_raw = cz_raw.merge(svr, on=["Study Site Number", "Reference"], how="left")
+cz_raw["Submitter Name"] = cz_raw["Submitter Name"].fillna("")
+
+problems = []
+
+# Pravidlo 1: Completed Date vyplněno ale Status ≠ Completed
+mask1 = cz_raw["Completed Date"].notna() & (cz_raw["Status"] != "Completed")
+for _, row in cz_raw[mask1].iterrows():
+    problems.append((row, "Completed Date je vyplněno, ale Status není Completed"))
+
+# Seřadit podle site a reference
+import re as _re
+def _ref_key(ref):
+    if ref == "SQV": return 0
+    if ref == "SIV": return 1
+    if ref == "COV": return 9999
+    m = _re.match(r"IMV(\d+)$", str(ref))
+    return int(m.group(1)) + 1 if m else 5000
+
+problems.sort(key=lambda x: (x[0]["Study Site Number"], _ref_key(x[0]["Reference"])))
+
+COL_PROBLEM = "FFC7CE"  # světle červená
+
+ws4.merge_cells("A1:M1")
+t4 = ws4["A1"]
+t4.value = f"UCO3001 — CZ — Datové problémy k opravě v OneCTMS  |  {today_str}"
+t4.font = Font(name=FONT_NAME, bold=True, size=12, color=WHITE)
+t4.fill = PatternFill("solid", fgColor="C00000")
+t4.alignment = Alignment(horizontal="center", vertical="center")
+ws4.row_dimensions[1].height = 22
+
+prob_headers = [
+    ("Site", 14), ("Investigátor", 22), ("CRA (Submitter)", 24),
+    ("Ref", 9), ("Název vizity", 24), ("Category", 18),
+    ("Status", 14),
+    ("Due Date", 13), ("Completed Date", 13),
+    ("", 2),
+    ("Důvod — co je potřeba opravit v OneCTMS", 50),
+]
+for ci, (h, w) in enumerate(prob_headers, 1):
+    header_cell(ws4, 2, ci, h, width=w)
+ws4.row_dimensions[2].height = 26
+
+for ri, (row, reason) in enumerate(problems, 3):
+    inv = f"{row['INV_FIRST_NAME']} {row['INV_LAST_NAME']}"
+    vals = [
+        (row["Study Site Number"], "left",   True,  None),
+        (inv,                      "left",   False, None),
+        (row["Submitter Name"],    "left",   False, None),
+        (row["Reference"],         "center", True,  None),
+        (row["Visit Name"],        "left",   False, None),
+        (row["Category"],          "left",   False, None),
+        (row["Status"],            "center", False, None),
+        (row["Due Date"],          "center", False, "DD-MMM-YY"),
+        (row["Completed Date"],    "center", False, "DD-MMM-YY"),
+        ("",                       "center", False, None),
+        (reason,                   "left",   True,  None),
+    ]
+    for ci, (val, align, bold, fmt) in enumerate(vals, 1):
+        c = data_cell(ws4, ri, ci, val, fill_color=COL_PROBLEM, align=align, bold=bold)
+        if fmt and isinstance(val, pd.Timestamp) and not pd.isna(val):
+            c.value = val.to_pydatetime()
+            c.number_format = fmt
+    ws4.row_dimensions[ri].height = 16
+
+ws4.auto_filter.ref = f"A2:{get_column_letter(len(prob_headers))}2"
+
+wb.save(OUTPUT_FILE)
+print(f"Report uložen: {OUTPUT_FILE}")
+print(f"  Sheet 'Přehled CZ'         : {len(sites)} sites")
+print(f"  Sheet 'Detail CZ'          : {len(detail)} řádků")
+print(f"  Sheet 'Nadcházející vizity': {len(upcoming)} vizit")
+print(f"  Sheet 'Problémy'           : {len(problems)} záznamů")

CTMS/VisitsFromCTMSExport/NOTES.md

@@ -0,0 +1,44 @@
+# OneCTMS — Visit Schedule Notes
+
+## Zdroj
+LTM Local Trial Manager OneCTMS Manual, ver. 11.0, 15-Dec-2024 (stránky 11–28)
+
+## Statusy vizit
+
+| Status | Popis |
+|---|---|
+| **Planned** | Vizita existuje v harmonogramu, SM zatím nezadal Visit Start Date. Dropdown nabídka jej obsahuje, ale manuál jeho použití na str. 11–28 blíže nevysvětluje. |
+| **Scheduled** | SM zadal Visit Start Date → datum se automaticky propíše do ATLAS jako "Next Scheduled Visit Date". |
+| **Completed** | SM označil vizitu za dokončenou. |
+| **Not applicable** | Nevyužitý placeholder — prázdný slot ze DSM šablony (výchozích 50 MV). Nemá vypovídací hodnotu, filtrujeme ven. |
+
+Přechod stavů dle manuálu (str. 24):
+```
+Planned → Scheduled → Completed
+```
+
+## DSM specifika (studie UCO3001)
+
+- Studie používá **Dynamic Site Monitoring (DSM)** — šablona SIV + SCV + 50 MV s 8týdenními intervaly.
+- **Due Date se v DSM nepoužívá pro řazení** — vizity se řadí podle číselné sekvence (IMV1, IMV2, ...).
+- Správné pořadí vizit: **SQV → SIV → IMV1 → IMV2 → … → COV**
+- `Not applicable` vizity jsou nevyužité sloty šablony → vyřadit z reportů a počtů.
+- `Planned` vizity jsou reálné budoucí vizity bez potvrzeného data → ponechat.
+
+## Zdrojové soubory
+
+| Soubor | Systém | Odkud |
+|---|---|---|
+| `filename.csv` | **OneCTMS** | modul Visits → EMEA export (středníkový CSV) |
+| `Site Visit Report (2).xlsx` | **VIPER** | SVR Metrics report |
+
+`filename.csv` obsahuje harmonogram vizit (plánované i completed), ale pole Assigned To je vyplněno nesystematicky — nelze spolehlivě použít jako zdroj CRA.
+
+`Site Visit Report (2).xlsx` obsahuje pouze vizity se schváleným reportem (SVR Status = Reviewed and Approved), ale má klíčové pole **Submitter Name** = kdo vizitu reálně provedl. Oba soubory se propojují přes Site ID + Reference (SQV/SIV/IMV1...).
+
+## Report skript
+
+`20_report_CZ.py` — generuje Excel report pro 12 CZ center (Buzalka/Cetkovská porfolio):
+- Sheet **Přehled CZ** — souhrn per site
+- Sheet **Detail CZ** — všechny vizity, řazeno SQV→SIV→IMV1…→COV
+- Sheet **Nadcházející vizity** — Scheduled + Planned seřazeno dle Due Date