mainsequence 2.0.0__py3-none-any.whl

mainsequence/reportbuilder/examples/ms_template_report.py

@@ -0,0 +1,706 @@
+from typing import Any, Optional, List, Union, Dict
+import copy
+
+from pathlib import Path
+
+from mainsequence.reportbuilder.model import (
+    Presentation,
+    Slide,
+    GridLayout,
+    GridCell,
+    TextElement,
+    ImageElement,
+    HtmlElement,
+    FontWeight,
+    HorizontalAlign,
+    VerticalAlign,
+    Size,
+    StyleSettings,
+    ThemeMode, TextH1, TextH2,
+)
+from mainsequence.reportbuilder.slide_templates import (
+    generic_plotly_table,
+    generic_plotly_pie_chart,
+    generic_plotly_bar_chart,
+    generic_plotly_grouped_bar_chart
+)
+
+styles = StyleSettings(mode=ThemeMode.light)
+styles.logo_url = "https://cdn.prod.website-files.com/67d166ea95c73519badbdabd/67d166ea95c73519badbdc60_Asset%25202%25404x-8-p-800.png"
+
+report_main_color = "#003049"  # mainsequence.reportbuilder.model.main_sequence_blue
+report_text_color_dark = "#333333"
+report_text_color_light_gray = "#555555"
+
+fixed_income_local_headers = ["INSTRUMENT", "UNITS", "PRICE", "AMOUNT", "% TOTAL", "DURATION", "YIELD", "DxV"]
+fixed_income_local_rows = [
+    ["Alpha Bond 2025", "350,000", "$99.50", "$34,825,000.00", "7.50%", "0.25", "9.05%", "90"],
+    ["Beta Note 2026", "160,000", "$99.80", "$15,968,000.00", "3.60%", "1.30", "9.15%", "530"],
+    ["Gamma Security 2026", "250,000", "$99.90", "$24,975,000.00", "5.60%", "1.50", "9.20%", "600"],
+    ["Delta Issue 2027", "245,000", "$100.10", "$24,524,500.00", "5.40%", "1.60", "9.25%", "630"],
+    ["Epsilon Paper 2026", "200,000", "$98.50", "$19,700,000.00", "4.40%", "0.80", "8.30%", "300"],
+    ["Zeta Bond 2029", "170,000", "$102.50", "$17,425,000.00", "3.90%", "3.30", "8.60%", "1,500"],
+    ["Eta Security 2030", "180,000", "$100.00", "$18,000,000.00", "4.00%", "3.80", "8.80%", "1,700"],
+    ["Theta Note 2034", "110,000", "$93.00", "$10,230,000.00", "2.30%", "6.30", "9.30%", "3,500"],
+    ["Iota UDI 2028", "40,000", "$98.00", "$33,600,000.00", "7.90%", "3.20", "4.90%", "1,300"],
+    ["Kappa C-Bill 2026A", "2,500,000", "$9.20", "$23,000,000.00", "5.10%", "0.85", "8.40%", "340"],
+    ["Lambda C-Bill 2026B", "3,300,000", "$8.80", "$29,040,000.00", "6.70%", "1.25", "8.50%", "520"],
+    ["TOTAL", "", "", "$251,287,500.00", "56.70%", "1.60", "8.55%", "480"]
+]
+
+fixed_income_usd_headers = ["INSTRUMENT", "UNITS", "PRICE", "AMOUNT", "% TOTAL", "DURATION", "YIELD", "DxV"]
+fixed_income_usd_rows = [
+    ["Global Note A", "16,000", "$2,900.00", "$46,400,000.00", "10.00%", "8.50", "4.30%", "3,100"],
+    ["International Bond X", "40,000", "$2,200.00", "$88,000,000.00", "20.00%", "1.90", "3.90%", "700"],
+    ["TOTAL", "", "", "$134,400,000.00", "30.00%", "4.10", "4.00%", "1,500"]
+]
+
+liquidity_headers = ["INSTRUMENT", "UNITS", "PRICE", "AMOUNT", "% TOTAL", "DURATION", "YIELD", "DxV"]
+liquidity_rows = [
+    ["Repo Agreement", "", "", "$55,000,000.00", "12.50%", "0.01", "9.50%", "5"],
+    ["Cash Equiv. (Local)", "", "", "$150.00", "0.00%", "", "", ""],
+    ["Cash Equiv. (USD)", "50,000", "", "$1,000,000.00", "0.20%", "", "", ""],
+    ["TOTAL", "", "", "$56,000,150.00", "12.70%", "", "", ""]
+]
+
+
+def title_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    cover_slide_main_title_text = "Strategic Portfolio Insights"
+    cover_slide_subtitle_text = f"Monthly Review & Performance Outlook"
+    cover_slide_tagline_text = "Navigating Your Financial Future with Precision"
+    enlarged_logo_height_str = "75px"
+
+    el_main_title = TextElement(
+        text=cover_slide_main_title_text,
+        element_type="h1",
+        font_weight=FontWeight.bold,
+        h_align=HorizontalAlign.left,
+        color=slide_styles.heading_color  # Use theme color
+    )
+    el_subtitle = TextElement(
+        text=cover_slide_subtitle_text,
+        element_type="h2",
+        h_align=HorizontalAlign.left,
+        color=slide_styles.heading_color
+    )
+    el_logo = ImageElement(
+        src=slide_styles.logo_url,
+        alt="Main Sequence Logo",
+        size=Size(height=enlarged_logo_height_str, width="auto")
+    )
+    el_tagline = TextElement(
+        text=cover_slide_tagline_text,
+        element_type="h5",
+        h_align=HorizontalAlign.left,
+        color=slide_styles.paragraph_color
+    )
+
+    # Use cover_slide_element_left_indent from StyleSettings if available, else default
+    left_indent = getattr(slide_styles, 'cover_slide_element_left_indent', "8%")
+
+    cover_layout = GridLayout(
+        row_definitions=["20%", "auto", "auto", "auto", "auto", "1fr"],
+        col_definitions=[left_indent, "auto", "1fr"],
+        gap=12,
+        cells=[
+            GridCell(row=2, col=2, element=el_main_title, justify_self=HorizontalAlign.left, align_self=VerticalAlign.bottom),
+            GridCell(row=3, col=2, element=el_subtitle, justify_self=HorizontalAlign.left, align_self=VerticalAlign.top),
+            GridCell(row=4, col=2, element=el_logo, justify_self=HorizontalAlign.left, align_self=VerticalAlign.center, padding="20px 0 0 0"),
+            GridCell(row=5, col=2, element=el_tagline, justify_self=HorizontalAlign.left, align_self=VerticalAlign.top)
+        ],
+        width="100%",
+        height="100%"
+    )
+    return Slide(
+        title="Main Cover",
+        layout=cover_layout,
+        footer_info=footer_text,
+        style_theme=slide_styles
+    )
+
+
+def portfolio_detail_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    shared_column_widths = [1.8, 1, 1, 1.5, 0.7, 0.8, 0.8, 0.7]
+    shared_cell_align: Union[str, List[str]] = ['left', 'right', 'right', 'right', 'right', 'right', 'right', 'right']
+    table_figure_width = 900
+
+    # Use paragraph font family for charts from the theme
+    chart_font_family = slide_styles.font_family_paragraphs
+    chart_label_font_size = slide_styles.chart_label_font_size
+
+    fi_local_html = generic_plotly_table(
+        headers=fixed_income_local_headers, rows=fixed_income_local_rows,
+        column_widths=shared_column_widths, cell_align=shared_cell_align, fig_width=table_figure_width,
+        header_font_dict=dict(color=slide_styles.background_color, size=10, family=chart_font_family),
+        cell_font_dict=dict(size=chart_label_font_size, family=chart_font_family, color=slide_styles.paragraph_color),
+        theme_mode=slide_styles.mode
+    )
+    fi_usd_html = generic_plotly_table(
+        headers=fixed_income_usd_headers, rows=fixed_income_usd_rows,
+        column_widths=shared_column_widths, cell_align=shared_cell_align, fig_width=table_figure_width,
+        header_font_dict=dict(color=slide_styles.background_color, size=10, family=chart_font_family),
+        cell_font_dict=dict(size=chart_label_font_size, family=chart_font_family, color=slide_styles.paragraph_color),
+        theme_mode=slide_styles.mode
+    )
+    liquidity_html = generic_plotly_table(
+        headers=liquidity_headers, rows=liquidity_rows,
+        column_widths=shared_column_widths, cell_align=shared_cell_align, fig_width=table_figure_width,
+        header_font_dict=dict(color=slide_styles.background_color, size=10, family=chart_font_family),
+        cell_font_dict=dict(size=chart_label_font_size, family=chart_font_family, color=slide_styles.paragraph_color),
+        theme_mode=slide_styles.mode
+    )
+
+    total_general_rows = [["TOTAL", "", "", "$441,687,650.00", "100.00%", "", "", ""]]
+    total_table_html = generic_plotly_table(
+        headers=liquidity_headers, rows=total_general_rows, fig_width=table_figure_width,
+        column_widths=shared_column_widths,
+        cell_align=['left', 'right', 'right', 'right', 'right', 'right', 'right', 'right'],
+        cell_fill_color='rgba(0,0,0,0)', line_color='rgba(0,0,0,0)',
+        header_fill_color='rgba(0,0,0,0)',  # header_font_color default will make it invisible too
+        margin_dict=dict(l=0, r=0, t=5, b=0),
+        cell_font_dict=dict(size=12, family=chart_font_family, color=slide_styles.paragraph_color),  # Ensure total row text is visible
+        theme_mode=slide_styles.mode
+    )
+
+    slide_layout = GridLayout(
+        row_definitions=["auto", "auto", "auto", "auto", "auto"],
+        col_definitions=[slide_styles.title_column_width, "1fr"],
+        gap=0,
+        cells=[
+            GridCell(row=1, col=1, col_span=2, element=TextElement(
+                text="Portfolio", element_type="h3", font_weight=FontWeight.bold,
+                h_align=HorizontalAlign.left, color=report_main_color
+            ), padding="0 0 3px 0"),
+            GridCell(row=2, col=1, element=TextElement(
+                text="Fixed Income (Local Currency)", element_type="p", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.left, v_align=VerticalAlign.center
+            ), padding="2px 10px 2px 0", align_self="start"),
+            GridCell(row=2, col=2, element=HtmlElement(html=fi_local_html), padding="2px 0 2px 0"),
+            GridCell(row=3, col=1, element=TextElement(
+                text="Fixed Income (USD)", element_type="p", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.left, v_align=VerticalAlign.center
+            ), padding="2px 10px 2px 0", align_self="start"),
+            GridCell(row=3, col=2, element=HtmlElement(html=fi_usd_html), padding="2px 0 2px 0"),
+            GridCell(row=4, col=1, element=TextElement(
+                text="Liquidity", element_type="p", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.left, v_align=VerticalAlign.center
+            ), padding="2px 10px 2px 0", align_self="start"),
+            GridCell(row=4, col=2, element=HtmlElement(html=liquidity_html), padding="2px 0 2px 0"),
+            GridCell(row=5, col=2, element=HtmlElement(html=total_table_html), padding="2px 0 2px 0"),
+        ]
+    )
+    return Slide(
+        title="Portfolio Detail",
+        layout=slide_layout,
+        footer_info=footer_text,
+        style_theme=slide_styles
+    )
+
+
+def pie_chart_bars_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    pie_chart_slice_colors = slide_styles.chart_palette_categorical[:3]  # Use theme palette
+    chart_font_family = slide_styles.font_family_paragraphs
+    chart_label_font_size = slide_styles.chart_label_font_size
+
+    asset_table_headers_raw = ["ASSET CLASS", "%"]
+    asset_table_rows_data = [["Domestic Equities", "57%"], ["International Bonds", "30%"], ["Cash & Equivalents", "13%"]]
+    asset_class_table_html = generic_plotly_table(
+        headers=asset_table_headers_raw, rows=asset_table_rows_data, table_height=125, fig_width=300,
+        column_widths=[0.3, 0.2],
+        header_font_dict=dict(color=slide_styles.background_color, size=10, family=chart_font_family),
+        cell_font_dict=dict(size=chart_label_font_size, family=chart_font_family, color=slide_styles.paragraph_color),
+        cell_align=['left', 'right'], theme_mode=slide_styles.mode
+    )
+    asset_class_table_el = HtmlElement(html=asset_class_table_html)
+
+    asset_pie_labels = ["Domestic Equities", "Cash & Equivalents", "International Bonds"]
+    asset_pie_values = [57, 13, 30]
+    asset_pie_html = generic_plotly_pie_chart(
+        labels=asset_pie_labels, values=asset_pie_values, colors=pie_chart_slice_colors, height=400, width=430,
+        textinfo='percent',
+        legend_dict=dict(font=dict(size=chart_label_font_size, family=chart_font_family),
+                         orientation="h", yanchor="top", y=-0.1, xanchor="center", x=0.5, bgcolor='rgba(0,0,0,0)'),
+        font_dict=dict(family=chart_font_family, color=slide_styles.paragraph_color), theme_mode=slide_styles.mode
+    )
+    asset_pie_el = HtmlElement(html=asset_pie_html)
+
+    duration_bar_labels = [">7 Years", "3-7 Years", "2-3 Years", "1-2 Years", "0-1 Years", "Short-Term/Cash"]
+    duration_bar_values = [10.05, 12.07, 0.20, 41.52, 12.16, 12.76]
+    max_val = max(duration_bar_values) if duration_bar_values else 1
+    custom_xaxis_bar_dict = dict(
+        showgrid=False, zeroline=False, showline=False, showticklabels=True, ticksuffix='%', side='bottom',
+        tickfont=dict(size=chart_label_font_size, color=report_text_color_dark, family=chart_font_family),
+        range=[0, max_val * 1.115]
+    )
+    custom_yaxis_bar_dict = dict(
+        showgrid=False, zeroline=False, showline=False,
+        tickfont=dict(size=chart_label_font_size, color=report_text_color_dark, family=chart_font_family),
+        autorange="reversed"
+    )
+    duration_bar_html = generic_plotly_bar_chart(
+        y_values=duration_bar_labels, x_values=duration_bar_values, orientation='h',
+        bar_color=report_main_color, width=450, height=450,
+        xaxis_dict=custom_xaxis_bar_dict, yaxis_dict=custom_yaxis_bar_dict,
+        font_dict=dict(family=chart_font_family, color=slide_styles.paragraph_color),
+        textfont_dict=dict(size=chart_label_font_size, family=chart_font_family, color=slide_styles.paragraph_color),
+        theme_mode=slide_styles.mode
+    )
+    duration_bar_el = HtmlElement(html=duration_bar_html)
+
+    slide_layout = GridLayout(
+        row_definitions=["auto", "auto", "1fr"], col_definitions=["1fr", "1fr"], gap=10,
+        cells=[
+            GridCell(row=1, col=1, element=TextElement(
+                text=f"Asset Allocation", element_type="p", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.left
+            ), align_self=VerticalAlign.bottom, padding="0 0 2px 0"),
+            GridCell(row=2, col=1, element=asset_class_table_el, align_self=VerticalAlign.top, justify_self=HorizontalAlign.center, padding="5px 0 0 0"),
+            GridCell(row=3, col=1, element=asset_pie_el, align_self=VerticalAlign.center, justify_self=HorizontalAlign.center, padding="5px 0 0 0"),
+            GridCell(row=1, col=2, element=TextElement(
+                text="Duration Breakdown", element_type="p", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.left
+            ), align_self=VerticalAlign.bottom, padding="0 0 2px 0"),
+            GridCell(row=2, col=2, row_span=2, element=duration_bar_el, align_self=VerticalAlign.center, justify_self=HorizontalAlign.left, padding="5px 0 0 0")
+        ]
+    )
+    return Slide(
+        title="Portfolio Snapshot", layout=slide_layout, footer_info=footer_text, style_theme=slide_styles
+    )
+
+
+def generic_table_and_grouped_bar_chart_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    slide_main_title_text = "Component Analysis: Multi-Series Data"
+    chart_font_family = slide_styles.font_family_paragraphs
+    chart_label_font_size = slide_styles.chart_label_font_size
+
+    table_headers = ["Type", "Value Set 1", "Value Set 2", "Difference (VS1-VS2)"]
+    raw_table_rows_data = [
+        ["Alpha Group", 0.60, 0.40], ["Beta Group", 0.45, 0.50], ["Gamma Group", 0.70, 0.55],
+        ["Delta Group", 0.25, 0.25], ["Epsilon Group", 0.50, 0.30], ["Zeta Group", 0.10, 0.15],
+    ]
+    table_rows_processed, total_vs1, total_vs2, total_diff = [], 0, 0, 0
+    for row_data in raw_table_rows_data:
+        category, vs1, vs2 = row_data;
+        diff = round(vs1 - vs2, 2)
+        table_rows_processed.append([category, f"{vs1:.2f}", f"{vs2:.2f}", f"{diff:.2f}"])
+        total_vs1 += vs1;
+        total_vs2 += vs2;
+        total_diff += diff
+    table_rows_processed.append(["<b>TOTAL</b>", f"<b>{total_vs1:.2f}</b>", f"<b>{total_vs2:.2f}</b>", f"<b>{total_diff:.2f}</b>"])
+
+    generic_table_html = generic_plotly_table(
+        headers=table_headers, rows=table_rows_processed, column_widths=[0.7, 0.3, 0.3, 0.3],
+        cell_align=['left', 'right', 'right', 'right'],
+        header_font_dict=dict(color=slide_styles.background_color, size=10, family=chart_font_family),
+        cell_font_dict=dict(size=chart_label_font_size, family=chart_font_family, color=slide_styles.paragraph_color),
+        fig_width=700, theme_mode=slide_styles.mode
+    )
+
+    chart_categories = [f"Point {i + 1}" for i in range(11)]
+    series_a_values = [0.50, 0.45, 0.60, 0.30, 0.75, 0.20, 0.55, 0.40, 0.65, 0.35, 0.70]
+    series_b_values = [0.40, 0.50, 0.55, 0.35, 0.60, 0.25, 0.60, 0.30, 0.70, 0.25, 0.65]
+    series_data_for_chart = [
+        {"name": "Data Series A", "y_values": series_a_values, "color": report_main_color},
+        {"name": "Data Series B", "y_values": series_b_values, "color": 'rgb(200,200,200)'},
+        {"name": "Difference (A-B)", "y_values": [round(a - b, 2) for a, b in zip(series_a_values, series_b_values)], "color": 'rgb(160,120,70)'}
+    ]
+    custom_legend = dict(orientation="h", yanchor="top", y=-0.15, xanchor="center", x=0.5,
+                         font=dict(size=chart_label_font_size, family=chart_font_family), bgcolor='rgba(0,0,0,0)')
+    generic_bar_chart_html = generic_plotly_grouped_bar_chart(
+        x_values=chart_categories, series_data=series_data_for_chart, chart_title="",
+        height=380, width=800, y_axis_tick_format=".2f", xaxis_tickangle=-45,
+        legend_dict=custom_legend, margin_dict=dict(l=30, r=20, t=10, b=120), theme_mode=slide_styles.mode
+    )
+
+    slide_layout = GridLayout(
+        row_definitions=["auto", "auto", "auto"], col_definitions=["1fr"], gap=10,
+        cells=[
+            GridCell(row=1, col=1, element=TextElement(
+                text=slide_main_title_text, element_type="h5", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.center
+            ), padding="0 0 2px 0"),
+            GridCell(row=2, col=1, element=HtmlElement(html=generic_table_html), justify_self=HorizontalAlign.center, align_self=VerticalAlign.center),
+            GridCell(row=3, col=1, element=HtmlElement(html=generic_bar_chart_html), justify_self=HorizontalAlign.center, padding="5px 0 0 0")
+        ]
+    )
+    return Slide(
+        title="Generic Grouped Bar Chart and Table", layout=slide_layout, footer_info=footer_text, style_theme=slide_styles
+    )
+
+
+def portfolio_performance_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    portfolio_bar_color = report_main_color
+    benchmark_bar_color = "#CDA434"
+
+    monthly_categories = ["JAN", "FEB", "MAR", "APR"]
+    monthly_series_data = [
+        {"name": "Portfolio", "y_values": [0.83, 1.13, 1.72, 1.08], "color": portfolio_bar_color},
+        {"name": "Benchmark", "y_values": [1.38, 1.47, 1.31, 1.02], "color": benchmark_bar_color}
+    ]
+    monthly_chart_html = generic_plotly_grouped_bar_chart(
+        x_values=monthly_categories, series_data=monthly_series_data, chart_title="Monthly Performance (LCY)",
+        height=280, width=750, y_axis_tick_format=".2f", bar_text_template="%{y:.2f}%",
+        legend_dict=dict(orientation="h", yanchor="bottom", y=1.02, xanchor="right", x=1),
+        margin_dict=dict(l=40, r=20, t=50, b=40), theme_mode=slide_styles.mode
+    )
+
+    annual_categories = ["2023", "2024"]
+    annual_series_data = [
+        {"name": "Portfolio", "y_values": [4.84, 11.45], "color": portfolio_bar_color},
+        {"name": "Benchmark", "y_values": [5.28, 9.91], "color": benchmark_bar_color}
+    ]
+    annual_chart_html = generic_plotly_grouped_bar_chart(
+        x_values=annual_categories, series_data=annual_series_data, chart_title="Annual Performance (LCY)",
+        height=240, width=750, y_axis_tick_format=".2f", bar_text_template="%{y:.2f}%",
+        legend_dict=dict(orientation="h", yanchor="bottom", y=1.02, xanchor="right", x=1),
+        margin_dict=dict(l=40, r=20, t=50, b=40), theme_mode=slide_styles.mode
+    )
+
+    slide_layout = GridLayout(
+        row_definitions=["auto", "auto", "auto"], col_definitions=["1fr"], gap=10,
+        cells=[
+            GridCell(row=1, col=1, element=TextElement(
+                text="Portfolio Performance in Local Currency", element_type="h4", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.left
+            ), padding="0 0 5px 0"),
+            GridCell(row=2, col=1, element=HtmlElement(html=monthly_chart_html), justify_self=HorizontalAlign.center),
+            GridCell(row=3, col=1, element=HtmlElement(html=annual_chart_html), justify_self=HorizontalAlign.center),
+        ]
+    )
+    return Slide(
+        title="Financial Performance Summary", layout=slide_layout, footer_info=footer_text, style_theme=slide_styles
+    )
+
+
+def rate_sensitivity_analysis_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    slide_main_title_text = "Rate Sensitivity Analysis: USD Portfolio"
+    chart_font_family = slide_styles.font_family_paragraphs
+    chart_label_font_size = slide_styles.chart_label_font_size
+
+    table1_headers, table1_rows = ["Factor", "Portfolio", "Benchmark", "Active"], [["Factor A", "60%", "100%", "-40%"], ["Factor B", "30%", "0%", "30%"],
+                                                                                   ["Factor C", "10%", "0%", "10%"]]
+    table1_html = generic_plotly_table(
+        headers=table1_headers, rows=table1_rows, fig_width=350, table_height=120, column_widths=[0.8, 0.5, 0.5, 0.5],
+        cell_align=['left', 'center', 'center', 'center'],
+        header_font_dict=dict(color=slide_styles.background_color, size=10, family=chart_font_family),
+        cell_font_dict=dict(size=chart_label_font_size, family=chart_font_family, color=slide_styles.paragraph_color),
+        header_fill_color=report_main_color, cell_fill_color='rgb(245,245,245)', line_color='rgb(220,220,220)',
+        theme_mode=slide_styles.mode
+    )
+    table2_headers, table2_rows = ["Factor", "Portfolio", "Benchmark", "Active"], [["Factor A", "1.30", "1.90", "-0.60"], ["Factor B", "2.80", "-", "2.80"],
+                                                                                   ["Factor C", "-", "-", "-"], ["Total", "4.10", "1.90", "2.20"]]
+    table2_html = generic_plotly_table(
+        headers=table2_headers, rows=table2_rows, fig_width=350, table_height=145, column_widths=[0.8, 0.5, 0.5, 0.5],
+        cell_align=['left', 'right', 'right', 'right'],
+        header_font_dict=dict(color=slide_styles.background_color, size=10, family=chart_font_family),
+        cell_font_dict=dict(size=chart_label_font_size, family=chart_font_family, color=slide_styles.paragraph_color),
+        header_fill_color=report_main_color, cell_fill_color='rgb(245,245,245)', line_color='rgb(220,220,220)',
+        theme_mode=slide_styles.mode
+    )
+    bar_chart_categories = ["Factor A", "Factor B"]
+    bar_chart_series_data = [
+        {"name": "Portfolio", "y_values": [1.30, 2.80], "color": report_main_color},
+        {"name": "Benchmark", "y_values": [1.90, 0.00], "color": 'rgb(173, 216, 230)'},
+        {"name": "Active", "y_values": [-0.60, 2.80], "color": 'rgb(205, 164, 52)'}
+    ]
+    bar_chart_html = generic_plotly_grouped_bar_chart(
+        x_values=bar_chart_categories, series_data=bar_chart_series_data, chart_title="", height=350, width=720,
+        y_axis_tick_format=".2f", bar_text_template=None,
+        legend_dict=dict(orientation="h", yanchor="bottom", y=1.02, xanchor="center", x=0.5,
+                         font=dict(size=chart_label_font_size, family=chart_font_family), bgcolor='rgba(0,0,0,0)'),
+        margin_dict=dict(l=40, r=20, t=30, b=40), theme_mode=slide_styles.mode
+    )
+    slide_layout = GridLayout(
+        row_definitions=["auto", "auto", "1fr"], col_definitions=["1fr", "1fr"], gap=15,
+        cells=[
+            GridCell(row=1, col=1, col_span=2, element=TextElement(
+                text=slide_main_title_text, element_type="h4", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.left
+            ), padding="0 0 10px 0"),
+            GridCell(row=2, col=1, element=HtmlElement(html=table1_html), justify_self=HorizontalAlign.center, align_self=VerticalAlign.top),
+            GridCell(row=2, col=2, element=HtmlElement(html=table2_html), justify_self=HorizontalAlign.center, align_self=VerticalAlign.top),
+            GridCell(row=3, col=1, col_span=2, element=HtmlElement(html=bar_chart_html), justify_self=HorizontalAlign.center, align_self=VerticalAlign.center,
+                     padding="20px 0 0 0")
+        ]
+    )
+    return Slide(
+        title="Rate Sensitivity Analysis", layout=slide_layout, footer_info=footer_text, style_theme=slide_styles
+    )
+
+
+def issuer_performance_table_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    slide_content_main_title = "Performance Analysis: Key Segments"
+    table_super_header1_text, table_super_header2_text = "PORTFOLIOS", "SUB-CATEGORY DETAILS"
+    table_headers = ["Category", "Weight (%)", "Return (%)", "Impact (%)"]
+    table_rows_data = [["Alpha Product Series 1", "-67.0%", "0.69%", "0.09%"], ["Beta Service Line 2", "66.3%", "0.92%", "0.30%"],
+                       ["Gamma Component Type 3", "0.7%", "-4.05%", "-0.03%"]]
+    chart_font_family = slide_styles.font_family_paragraphs
+    chart_label_font_size = slide_styles.chart_label_font_size
+
+    issuer_table_html = generic_plotly_table(
+        headers=table_headers, rows=table_rows_data, fig_width=800, table_height=150, column_widths=[2, 1, 1, 1],
+        cell_align=['left', 'right', 'right', 'right'], header_align=['center', 'center', 'center', 'center'],
+        header_font_dict=dict(color=slide_styles.background_color, size=chart_label_font_size + 1, family=chart_font_family),
+        cell_font_dict=dict(size=chart_label_font_size, family=chart_font_family, color=report_text_color_dark),
+        header_fill_color=report_main_color, cell_fill_color='white', line_color='rgb(150,150,150)',
+        header_height=25, cell_height=25, margin_dict=dict(l=5, r=5, t=5, b=5), theme_mode=slide_styles.mode
+    )
+    slide_layout = GridLayout(
+        row_definitions=["auto", "auto", "auto", "auto", "1fr"], col_definitions=["1fr"], gap=0,
+        cells=[
+            GridCell(row=1, col=1, element=TextElement(
+                text=slide_content_main_title, element_type="h4", font_weight=FontWeight.bold,
+                color=report_main_color, h_align=HorizontalAlign.left
+            ), padding="0 0 20px 0"),
+            GridCell(row=2, col=1, element=TextElement(
+                text=table_super_header1_text, element_type="p", font_weight=FontWeight.bold,
+                color=report_text_color_dark, h_align=HorizontalAlign.center
+            ), padding="5px 0 0 0", background_color="white"),
+            GridCell(row=3, col=1, element=TextElement(
+                text=table_super_header2_text, element_type="p", font_weight=FontWeight.bold,
+                color=report_text_color_dark, h_align=HorizontalAlign.center
+            ), padding="0 0 0 0", background_color="white"),
+            GridCell(row=4, col=1, element=HtmlElement(html=issuer_table_html), justify_self=HorizontalAlign.center, align_self=VerticalAlign.top,
+                     padding="0 0 0 0")
+        ]
+    )
+    return Slide(
+        title="Category Performance Summary", layout=slide_layout, footer_info=footer_text, style_theme=slide_styles
+    )
+
+
+def comparative_performance_charts_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    slide_content_main_title = "Overall Portfolio Performance: USD"
+    portfolio_color, benchmark_color = report_main_color, 'rgb(189, 149, 58)'
+    chart_label_font_size = slide_styles.chart_label_font_size
+    chart_font_family = slide_styles.font_family_paragraphs
+
+    monthly_chart_title, monthly_categories = "Monthly USD Returns", ["Jan", "Feb", "Mar", "Apr"]
+    monthly_series_data = [
+        {"name": "Portfolio", "y_values": [0.2, 1.62, 0.6, 1.31], "color": portfolio_color},
+        {"name": "Benchmark", "y_values": [0.1, 0.32, 0.89, 0.12], "color": benchmark_color}
+    ]
+    monthly_legend_config = dict(orientation="v", yanchor="top", y=1, xanchor="left", x=1.01,
+                                 font=dict(size=chart_label_font_size - 1, family=chart_font_family), bgcolor='rgba(0,0,0,0)')
+    monthly_chart_html = generic_plotly_grouped_bar_chart(
+        x_values=monthly_categories, series_data=monthly_series_data, chart_title=monthly_chart_title,
+        height=300, width=700, y_axis_tick_format=".2f", bar_text_template="%{y:.2f}%", bar_text_position="outside",
+        legend_dict=monthly_legend_config, margin_dict=dict(l=50, r=100, t=50, b=40), title_x_position=0.5,
+        theme_mode=slide_styles.mode
+    )
+    annual_chart_title, annual_categories = "Annual Returns", ["Prior Year", "Current Year"]
+    annual_series_data = [
+        {"name": "Portfolio", "y_values": [2.49, 5.78], "color": portfolio_color},
+        {"name": "Benchmark", "y_values": [3.30, 5.18], "color": benchmark_color}
+    ]
+    annual_legend_config = dict(orientation="v", yanchor="top", y=1, xanchor="left", x=1.01,
+                                font=dict(size=chart_label_font_size - 1, family=chart_font_family), bgcolor='rgba(0,0,0,0)')
+    annual_chart_html = generic_plotly_grouped_bar_chart(
+        x_values=annual_categories, series_data=annual_series_data, chart_title=annual_chart_title,
+        height=330, width=700, y_axis_tick_format=".2f", bar_text_template="%{y:.2f}%", bar_text_position="outside",
+        legend_dict=annual_legend_config, margin_dict=dict(l=50, r=100, t=60, b=40), title_x_position=0.5,
+        theme_mode=slide_styles.mode
+    )
+    slide_layout = GridLayout(
+        row_definitions=["auto", "auto", "auto", "auto"], col_definitions=["1fr"], gap=5,
+        cells=[
+            GridCell(row=1, col=1, element=TextElement(
+                text=slide_content_main_title, element_type="h4", font_weight=FontWeight.normal,
+                color=report_main_color, h_align=HorizontalAlign.left
+            ), padding="0 0 15px 0"),
+            GridCell(row=2, col=1, element=HtmlElement(html=monthly_chart_html), justify_self=HorizontalAlign.center, align_self=VerticalAlign.center),
+            GridCell(row=3, col=1, element=HtmlElement(html=annual_chart_html), justify_self=HorizontalAlign.center, align_self=VerticalAlign.center,
+                     padding="15px 0 0 0")
+        ]
+    )
+    return Slide(
+        title="Portfolio Performance Summary", layout=slide_layout, footer_info=footer_text, style_theme=slide_styles
+    )
+
+
+def data_table_summary_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    slide_content_title = "Transactions Summary"
+    table_headers = ["Date", "Deposits", "Withdrawals", "Net Amount"]
+    example_table_rows = [
+        ["05/01/2025", "", "1,200,000.50", "-1,200,000.50"], ["10/01/2025", "", "500,000.00", "-500,000.00"],
+        ["15/01/2025", "", "7,000,000.00", "-7,000,000.00"], ["16/01/2025", "6,500,000.00", "6,500,000.00", "0.00"],
+        ["02/02/2025", "10,000,000.00", "", "10,000,000.00"], ["08/02/2025", "", "10,000,000.00", "-10,000,000.00"],
+        ["12/02/2025", "", "100,000.75", "-100,000.75"], ["25/02/2025", "2,000,000.00", "3,500,000.00", "-1,500,000.00"],
+        ["10/03/2025", "", "250,000.00", "-250,000.00"], ["20/03/2025", "", "1,500,000.00", "-1,500,000.00"],
+        ["<b>Total</b>", "<b>18,500,000.00</b>", "<b>40,550,000.25</b>", "<b>-22,050,000.25</b>"]
+    ]
+    table_html = generic_plotly_table(
+        headers=table_headers, rows=example_table_rows, column_widths=[1, 1.5, 1.5, 1.5],
+        cell_align=['left', 'right', 'right', 'right'], header_align='center', table_height=400,
+        theme_mode=slide_styles.mode  # Added theme_mode
+    )
+    slide_layout = GridLayout(
+        row_definitions=["auto", "1fr"], col_definitions=["1fr"], gap=10,
+        cells=[
+            GridCell(row=1, col=1, element=TextElement(
+                text=slide_content_title, element_type="h4", font_weight=FontWeight.normal,
+                color=report_main_color, h_align=HorizontalAlign.left
+            ), padding="0 0 15px 0"),
+            GridCell(row=2, col=1, element=HtmlElement(html=table_html), justify_self=HorizontalAlign.center, align_self=VerticalAlign.center,
+                     padding="0 0 0 0")
+        ]
+    )
+    return Slide(
+        title="Data Table Summary", layout=slide_layout, footer_info=footer_text, style_theme=slide_styles
+    )
+
+
+def contact_information_slide(footer_text: str, slide_styles: StyleSettings) -> Slide:
+    # For the specific #d6e2ff background:
+    contact_slide_specific_styles = copy.deepcopy(slide_styles)
+    contact_slide_specific_styles.background_color = "#d6e2ff"
+    # Adjust text colors if needed for contrast with the new background
+    contact_slide_specific_styles.heading_color = "#000000"
+    contact_slide_specific_styles.paragraph_color = "#000000"
+
+    el_main_sequence = TextElement(
+        text="Main Sequence", element_type="h1", font_weight=FontWeight.bold,
+        h_align=HorizontalAlign.left, color=contact_slide_specific_styles.heading_color
+    )
+    el_asset_management = TextElement(
+        text="Asset Management", element_type="h3", font_weight=FontWeight.normal,
+        h_align=HorizontalAlign.left, color=contact_slide_specific_styles.heading_color
+    )
+    el_address1 = TextElement(
+        text="Karlsplatz 3", element_type="h5", font_weight=FontWeight.normal,
+        h_align=HorizontalAlign.left, color=contact_slide_specific_styles.paragraph_color
+    )
+    el_address2 = TextElement(
+        text="1010 Vienna, Austria", element_type="h5", font_weight=FontWeight.normal,
+        h_align=HorizontalAlign.left, color=contact_slide_specific_styles.paragraph_color
+    )
+    slide_layout = GridLayout(
+        row_definitions=["18%", "auto", "auto", "auto", "auto", "1fr"],
+        col_definitions=["8%", "auto", "1fr"], gap=6,
+        cells=[
+            GridCell(row=2, col=2, element=el_main_sequence, justify_self=HorizontalAlign.left, align_self=VerticalAlign.bottom),
+            GridCell(row=3, col=2, element=el_asset_management, justify_self=HorizontalAlign.left, align_self=VerticalAlign.top),
+            GridCell(row=4, col=2, element=el_address1, justify_self=HorizontalAlign.left, align_self=VerticalAlign.bottom, padding="15px 0 0 0"),
+            GridCell(row=5, col=2, element=el_address2, justify_self=HorizontalAlign.left, align_self=VerticalAlign.top)
+        ]
+    )
+    return Slide(
+        title="Contact Information", layout=slide_layout, footer_info=footer_text, style_theme=contact_slide_specific_styles
+    )
+
+def contact_information_slide() -> Slide:
+    slide_title = "Contact Details"
+    page_main_title_text = "Main Sequence | Asset Management"
+
+    contact_1_details = "<strong>CONTACT NAME 1</strong><br>contact1@example.com<br>Tel. (555) 100-1001"
+    contact_2_details = "<strong>CONTACT NAME 2</strong><br>contact2@example.com<br>Ext. 1002"
+    contact_3_details = "<strong>CONTACT NAME 3</strong><br>contact3@example.com<br>Ext. 1003"
+    contact_4_details = "<strong>CONTACT NAME 4</strong><br>contact4@example.com<br>Ext. 1004"
+    contact_5_details = "<strong>CONTACT NAME 5</strong><br>contact5@example.com<br>Ext. 1005"
+
+    address_details = "Placeholder Company Name<br>123 Anonymous Street, Placeholder City, ST 98765, Floor X."
+
+    contact_slide_cells = [
+        GridCell(
+            row=1, col=1, col_span=12,
+            element=TextH2(text=page_main_title_text, h_align=HorizontalAlign.center),
+            padding="5px 0 15px 0"
+        ),
+        GridCell(
+            row=2, col=4, col_span=3,
+            element=TextElement(text=contact_1_details, h_align=HorizontalAlign.center, v_align=VerticalAlign.top),
+            padding="10px"
+        ),
+        GridCell(
+            row=2, col=7, col_span=3,
+            element=TextElement(text=contact_2_details, h_align=HorizontalAlign.center, v_align=VerticalAlign.top),
+            padding="10px"
+        ),
+        GridCell(
+            row=3, col=3, col_span=2,
+            element=TextElement(text=contact_3_details, h_align=HorizontalAlign.center, v_align=VerticalAlign.top),
+            padding="10px"
+        ),
+        GridCell(
+            row=3, col=6, col_span=2,
+            element=TextElement(text=contact_4_details, h_align=HorizontalAlign.center, v_align=VerticalAlign.top),
+            padding="10px"
+        ),
+        GridCell(
+            row=3, col=9, col_span=2,
+            element=TextElement(text=contact_5_details, h_align=HorizontalAlign.center, v_align=VerticalAlign.top),
+            padding="10px"
+        ),
+        GridCell(
+            row=4, col=1, col_span=12,
+            element=TextElement(text=address_details, h_align=HorizontalAlign.center, element_type="p"),
+            padding="15px 0 5px 0"
+        )
+    ]
+
+    contacts_layout = GridLayout(
+        col_definitions=[
+            "1fr", "1fr", "1fr", "1fr", "1fr", "1fr",
+            "1fr", "1fr", "1fr", "1fr", "1fr", "1fr"
+        ],
+        row_definitions=["auto", "auto", "auto", "auto"],
+        cells=contact_slide_cells,
+        gap="5px",
+        width="100%",
+        height="auto"
+    )
+
+    contact_slide = Slide(
+        title=slide_title,
+        layout=contacts_layout,
+        footer_info="Confidential"
+    )
+    return contact_slide
+
+
+def create_full_presentation() -> Presentation:
+    # Use the global `styles` object configured at the top for the presentation's base theme.
+    presentation_styles = styles
+
+    current_date_footer_text = "May 2025"
+
+    contact_slide_styles = copy.deepcopy(presentation_styles)
+    contact_slide_styles.background_color = "#d6e2ff"
+    contact_slide_styles.heading_color = "#000000"  # Ensure text is readable on light blue
+    contact_slide_styles.paragraph_color = "#000000"
+    contact_slide_styles.light_paragraph_color = "#333333"  # For footers etc. on this slide
+
+    presentation_slides = [
+        title_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        portfolio_detail_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        pie_chart_bars_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        generic_table_and_grouped_bar_chart_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        portfolio_performance_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        rate_sensitivity_analysis_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        issuer_performance_table_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        comparative_performance_charts_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        data_table_summary_slide(footer_text=current_date_footer_text, slide_styles=presentation_styles),
+        contact_information_slide(),
+    ]
+
+    return Presentation(
+        title="Main Sequence Monthly Report (Example)",
+        subtitle="May 2025",
+        slides=presentation_slides,
+    )
+
+
+if __name__ == "__main__":
+    script_dir = Path(__file__).resolve().parent
+    output_html_path = script_dir / "ms_template_report.html"  # Output to the same directory as the script
+    final_presentation = create_full_presentation()
+    try:
+        html_content = final_presentation.render()
+        with open(output_html_path, "w", encoding="utf-8") as f:
+            f.write(html_content)
+        print(f"Presentation rendered successfully to {output_html_path.resolve()}")
+    except Exception as e:
+        print(f"An error occurred during rendering: {e}")
+        import traceback
+
+        traceback.print_exc()