Add support for customizable pivot titles and ranges in summary reports

README.md

@@ -279,6 +279,12 @@ Snapshots:
 - `settings.hourly_index_max_age_days`: age gate for keeping per-hourly-table indexes (`-1` disables cleanup, `0` trims all)
 - `settings.snapshot_cleanup_cron`: cron expression for cleanup job
 - `settings.reports_dir`: directory to store generated XLSX reports (default: `/var/lib/vctp/reports`)
+- `settings.report_summary_pivots`: optional list to override Summary worksheet pivot titles/names/ranges in daily/monthly XLSX reports
+  - `metric`: one of `avg_vcpu`, `avg_ram`, `prorated_vm_count`, `vm_name_count`
+  - `title`: pivot title text shown on Summary sheet
+  - `pivot_name`: internal pivot table name in the XLSX workbook
+  - `pivot_range`: target range (for example `Summary!A3:H40` or `A3:H40`)
+  - `title_cell` (optional): explicit title cell; if omitted, derived from `pivot_range`
 - `settings.hourly_snapshot_retry_seconds`: interval for retrying failed hourly snapshots (default: 300 seconds)
 - `settings.hourly_snapshot_max_retries`: maximum retry attempts per vCenter snapshot (default: 3)
 

internal/report/snapshots.go

@@ -15,6 +15,7 @@ import (
 	"sync"
 	"time"
 	"vctp/db"
+	"vctp/internal/settings"
 
 	"github.com/jmoiron/sqlx"
 	"github.com/xuri/excelize/v2"
@@ -545,7 +546,7 @@ func FormatSnapshotLabel(snapshotType string, snapshotTime time.Time, tableName
 	}
 }
 
-func CreateTableReport(logger *slog.Logger, Database db.Database, ctx context.Context, tableName string) ([]byte, error) {
+func CreateTableReport(logger *slog.Logger, Database db.Database, ctx context.Context, tableName string, cfg *settings.Settings) ([]byte, error) {
 	if err := db.ValidateTableName(tableName); err != nil {
 		return nil, err
 	}
@@ -753,7 +754,7 @@ func CreateTableReport(logger *slog.Logger, Database db.Database, ctx context.Co
 		for _, spec := range specs {
 			reportHeaders = append(reportHeaders, spec.Name)
 		}
-		addSummaryPivotSheet(logger, xlsx, sheetName, reportHeaders, rowCount, tableName)
+		addSummaryPivotSheet(logger, xlsx, sheetName, reportHeaders, rowCount, tableName, cfg)
 
 		meta := reportMetadata{
 			TableName:   tableName,
@@ -787,7 +788,7 @@ func CreateTableReport(logger *slog.Logger, Database db.Database, ctx context.Co
 }
 
 // SaveTableReport renders a table report and writes it to the destination directory with a .xlsx extension.
-func SaveTableReport(logger *slog.Logger, Database db.Database, ctx context.Context, tableName, destDir string) (string, error) {
+func SaveTableReport(logger *slog.Logger, Database db.Database, ctx context.Context, tableName, destDir string, cfg *settings.Settings) (string, error) {
 	if err := db.ValidateTableName(tableName); err != nil {
 		return "", err
 	}
@@ -802,7 +803,7 @@ func SaveTableReport(logger *slog.Logger, Database db.Database, ctx context.Cont
 	}
 	logger.Debug("Report directory ready", "dest", destDir)
 
-	data, err := CreateTableReport(logger, Database, ctx, tableName)
+	data, err := CreateTableReport(logger, Database, ctx, tableName, cfg)
 	if err != nil {
 		logger.Warn("Report render failed", "table", tableName, "error", err)
 		return "", err
@@ -890,6 +891,7 @@ func addTotalsChartSheet(logger *slog.Logger, database db.Database, ctx context.
 }
 
 type summaryPivotSpec struct {
+	Metric      string
 	Title       string
 	TitleCell   string
 	PivotName   string
@@ -900,7 +902,139 @@ type summaryPivotSpec struct {
 	DataSummary string
 }
 
-func addSummaryPivotSheet(logger *slog.Logger, xlsx *excelize.File, dataSheet string, headers []string, rowCount int, tableName string) {
+func defaultSummaryPivotSpecs(summarySheet string) []summaryPivotSpec {
+	return []summaryPivotSpec{
+		{
+			Metric:      "avg_vcpu",
+			Title:       "Sum of Avg vCPUs",
+			TitleCell:   "A1",
+			PivotName:   "PivotAvgVcpu",
+			PivotRange:  fmt.Sprintf("%s!A3:H40", summarySheet),
+			RowFields:   []string{"Datacenter", "ResourcePool"},
+			DataField:   "AvgVcpuCount",
+			DataName:    "Sum of Avg vCPUs",
+			DataSummary: "Sum",
+		},
+		{
+			Metric:      "avg_ram",
+			Title:       "Sum of Avg RAM",
+			TitleCell:   "J1",
+			PivotName:   "PivotAvgRam",
+			PivotRange:  fmt.Sprintf("%s!J3:P40", summarySheet),
+			RowFields:   []string{"Datacenter"},
+			DataField:   "AvgRamGB",
+			DataName:    "Sum of Avg RAM",
+			DataSummary: "Sum",
+		},
+		{
+			Metric:      "prorated_vm_count",
+			Title:       "Sum of prorated VM count",
+			TitleCell:   "A61",
+			PivotName:   "PivotProratedVmCount",
+			PivotRange:  fmt.Sprintf("%s!A63:H82", summarySheet),
+			RowFields:   []string{"Datacenter"},
+			DataField:   "AvgIsPresent",
+			DataName:    "Sum of prorated VM count",
+			DataSummary: "Sum",
+		},
+		{
+			Metric:      "vm_name_count",
+			Title:       "Count of VM Name",
+			TitleCell:   "J61",
+			PivotName:   "PivotVmNameCount",
+			PivotRange:  fmt.Sprintf("%s!J63:P82", summarySheet),
+			RowFields:   []string{"Datacenter"},
+			DataField:   "Name",
+			DataName:    "Count of VM Name",
+			DataSummary: "Count",
+		},
+	}
+}
+
+func normalizePivotRange(summarySheet, pivotRange string) string {
+	trimmed := strings.TrimSpace(pivotRange)
+	if trimmed == "" {
+		return ""
+	}
+	if strings.Contains(trimmed, "!") {
+		return trimmed
+	}
+	return fmt.Sprintf("%s!%s", summarySheet, trimmed)
+}
+
+func titleCellFromPivotRange(pivotRange, fallback string) string {
+	trimmed := strings.TrimSpace(pivotRange)
+	if trimmed == "" {
+		return fallback
+	}
+	if bang := strings.Index(trimmed, "!"); bang >= 0 {
+		trimmed = trimmed[bang+1:]
+	}
+	trimmed = strings.ReplaceAll(trimmed, "$", "")
+	startCell := trimmed
+	if parts := strings.Split(trimmed, ":"); len(parts) > 0 {
+		startCell = parts[0]
+	}
+	col, row, err := excelize.CellNameToCoordinates(startCell)
+	if err != nil {
+		return fallback
+	}
+	titleRow := row - 2
+	if titleRow < 1 {
+		titleRow = 1
+	}
+	cell, err := excelize.CoordinatesToCellName(col, titleRow)
+	if err != nil {
+		return fallback
+	}
+	return cell
+}
+
+func resolveSummaryPivotSpecs(cfg *settings.Settings, summarySheet string) []summaryPivotSpec {
+	specs := defaultSummaryPivotSpecs(summarySheet)
+	if cfg == nil || cfg.Values == nil || len(cfg.Values.Settings.ReportSummaryPivots) == 0 {
+		return specs
+	}
+
+	specByMetric := make(map[string]*summaryPivotSpec, len(specs))
+	metricOrder := make([]string, 0, len(specs))
+	for i := range specs {
+		metric := strings.TrimSpace(strings.ToLower(specs[i].Metric))
+		if metric == "" {
+			continue
+		}
+		specByMetric[metric] = &specs[i]
+		metricOrder = append(metricOrder, metric)
+	}
+
+	for i, custom := range cfg.Values.Settings.ReportSummaryPivots {
+		metric := strings.TrimSpace(strings.ToLower(custom.Metric))
+		if metric == "" && i < len(metricOrder) {
+			metric = metricOrder[i]
+		}
+		spec := specByMetric[metric]
+		if spec == nil {
+			continue
+		}
+		if title := strings.TrimSpace(custom.Title); title != "" {
+			spec.Title = title
+		}
+		if name := strings.TrimSpace(custom.PivotName); name != "" {
+			spec.PivotName = name
+		}
+		if rng := normalizePivotRange(summarySheet, custom.PivotRange); rng != "" {
+			spec.PivotRange = rng
+		}
+		if cell := strings.TrimSpace(custom.TitleCell); cell != "" {
+			spec.TitleCell = cell
+		} else {
+			spec.TitleCell = titleCellFromPivotRange(spec.PivotRange, spec.TitleCell)
+		}
+	}
+	return specs
+}
+
+func addSummaryPivotSheet(logger *slog.Logger, xlsx *excelize.File, dataSheet string, headers []string, rowCount int, tableName string, cfg *settings.Settings) {
 	if logger == nil {
 		logger = slog.Default()
 	}
@@ -940,48 +1074,7 @@ func addSummaryPivotSheet(logger *slog.Logger, xlsx *excelize.File, dataSheet st
 		return header, ok
 	}
 
-	specs := []summaryPivotSpec{
-		{
-			Title:       "Sum of Avg vCPUs",
-			TitleCell:   "A1",
-			PivotName:   "PivotAvgVcpu",
-			PivotRange:  fmt.Sprintf("%s!A3:H40", summarySheet),
-			RowFields:   []string{"Datacenter", "ResourcePool"},
-			DataField:   "AvgVcpuCount",
-			DataName:    "Sum of Avg vCPUs",
-			DataSummary: "Sum",
-		},
-		{
-			Title:       "Sum of Avg RAM",
-			TitleCell:   "J1",
-			PivotName:   "PivotAvgRam",
-			PivotRange:  fmt.Sprintf("%s!J3:P40", summarySheet),
-			RowFields:   []string{"Datacenter"},
-			DataField:   "AvgRamGB",
-			DataName:    "Sum of Avg RAM",
-			DataSummary: "Sum",
-		},
-		{
-			Title:       "Sum of prorated VM count",
-			TitleCell:   "A41",
-			PivotName:   "PivotProratedVmCount",
-			PivotRange:  fmt.Sprintf("%s!A43:H62", summarySheet),
-			RowFields:   []string{"Datacenter"},
-			DataField:   "AvgIsPresent",
-			DataName:    "Sum of prorated VM count",
-			DataSummary: "Sum",
-		},
-		{
-			Title:       "Count of VM Name",
-			TitleCell:   "J41",
-			PivotName:   "PivotVmNameCount",
-			PivotRange:  fmt.Sprintf("%s!J43:P62", summarySheet),
-			RowFields:   []string{"Datacenter"},
-			DataField:   "Name",
-			DataName:    "Count of VM Name",
-			DataSummary: "Count",
-		},
-	}
+	specs := resolveSummaryPivotSpecs(cfg, summarySheet)
 
 	for _, spec := range specs {
 		xlsx.SetCellValue(summarySheet, spec.TitleCell, spec.Title)

internal/report/snapshots_pivot_test.go

@@ -27,7 +27,7 @@ func TestAddSummaryPivotSheetCreatesPivotTables(t *testing.T) {
 	}
 
 	logger := slog.New(slog.NewTextHandler(io.Discard, nil))
-	addSummaryPivotSheet(logger, xlsx, dataSheet, headers, 1, "inventory_daily_summary_20260215")
+	addSummaryPivotSheet(logger, xlsx, dataSheet, headers, 1, "inventory_daily_summary_20260215", nil)
 
 	pivots, err := xlsx.GetPivotTables("Summary")
 	if err != nil {

internal/settings/settings.go

@@ -24,6 +24,14 @@ type Settings struct {
 	Values       *SettingsYML
 }
 
+type ReportSummaryPivot struct {
+	Metric     string `yaml:"metric"`
+	Title      string `yaml:"title"`
+	PivotName  string `yaml:"pivot_name"`
+	PivotRange string `yaml:"pivot_range"`
+	TitleCell  string `yaml:"title_cell"`
+}
+
 // SettingsYML struct holds various runtime data that is too cumbersome to specify via command line, eg replacement properties
 type SettingsYML struct {
 	Settings struct {
@@ -66,6 +74,7 @@ type SettingsYML struct {
 		SrmActiveActiveVms               []string             `yaml:"srm_activeactive_vms"`
 		VcenterAddresses                 []string             `yaml:"vcenter_addresses"`
 		PostgresWorkMemMB                int                  `yaml:"postgres_work_mem_mb"`
+		ReportSummaryPivots              []ReportSummaryPivot `yaml:"report_summary_pivots"`
 	} `yaml:"settings"`
 }
 

internal/tasks/inventorySnapshots.go

@@ -676,7 +676,7 @@ func (c *CronTask) generateReport(ctx context.Context, tableName string) error {
 	dest := c.reportsDir()
 	start := time.Now()
 	c.Logger.Debug("Report generation start", "table", tableName, "dest", dest)
-	filename, err := report.SaveTableReport(c.Logger, c.Database, ctx, tableName, dest)
+	filename, err := report.SaveTableReport(c.Logger, c.Database, ctx, tableName, dest, c.Settings)
 	if err == nil {
 		c.Logger.Debug("Report generation complete", "table", tableName, "file", filename, "duration", time.Since(start))
 	} else {

server/handler/snapshotRegenerateHourly.go

@@ -46,7 +46,7 @@ func (h *Handler) SnapshotRegenerateHourlyReports(w http.ResponseWriter, r *http
 			skipped++
 			continue
 		}
-		if _, err := report.SaveTableReport(h.Logger, h.Database, ctx, rec.TableName, reportsDir); err != nil {
+		if _, err := report.SaveTableReport(h.Logger, h.Database, ctx, rec.TableName, reportsDir, h.Settings); err != nil {
 			errors++
 			h.Logger.Warn("failed to regenerate hourly report", "table", rec.TableName, "error", err)
 			continue

server/handler/snapshots.go

@@ -65,7 +65,7 @@ func (h *Handler) SnapshotReportDownload(w http.ResponseWriter, r *http.Request)
 		return
 	}
 
-	reportData, err := report.CreateTableReport(h.Logger, h.Database, ctx, tableName)
+	reportData, err := report.CreateTableReport(h.Logger, h.Database, ctx, tableName, h.Settings)
 	if err != nil {
 		h.Logger.Error("Failed to create snapshot report", "error", err, "table", tableName)
 		writeJSONError(w, http.StatusInternalServerError, fmt.Sprintf("Unable to create snapshot report: '%s'", err))

src/vctp.yml

@@ -40,6 +40,25 @@ settings:
   monthly_job_timeout_seconds: 1200
   monthly_aggregation_granularity: "hourly"
   monthly_aggregation_cron: "10 3 1 * *"
+  # Optional: override Summary worksheet pivot layout in daily/monthly XLSX reports.
+  # metric values: avg_vcpu, avg_ram, prorated_vm_count, vm_name_count
+  report_summary_pivots:
+    - metric: avg_vcpu
+      title: "Sum of Avg vCPUs"
+      pivot_name: "PivotAvgVcpu"
+      pivot_range: "Summary!A3:H40"
+    - metric: avg_ram
+      title: "Sum of Avg RAM"
+      pivot_name: "PivotAvgRam"
+      pivot_range: "Summary!J3:P40"
+    - metric: prorated_vm_count
+      title: "Sum of prorated VM count"
+      pivot_name: "PivotProratedVmCount"
+      pivot_range: "Summary!A63:H82"
+    - metric: vm_name_count
+      title: "Count of VM Name"
+      pivot_name: "PivotVmNameCount"
+      pivot_range: "Summary!J63:P82"
   cleanup_job_timeout_seconds: 600
   tenants_to_filter:
   node_charge_clusters: