wbreport 2.2.1__py2.py3-none-any.whl

wbreport/defaults/factsheets/base.py

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+from datetime import date
+from decimal import Decimal
+from io import BytesIO
+
+import pandas as pd
+from django.template.loader import get_template
+from reportlab import platypus
+from reportlab.graphics.charts.barcharts import HorizontalBarChart
+from reportlab.graphics.shapes import Drawing, String
+from reportlab.lib import colors
+from reportlab.lib.colors import HexColor
+from reportlab.lib.enums import TA_CENTER, TA_JUSTIFY, TA_RIGHT
+from reportlab.lib.formatters import DecimalFormatter
+from reportlab.lib.pagesizes import A4
+from reportlab.lib.styles import ParagraphStyle
+from reportlab.lib.units import cm
+from reportlab.pdfbase import pdfmetrics
+from reportlab.pdfbase.pdfmetrics import registerFontFamily, stringWidth
+from reportlab.pdfbase.ttfonts import TTFont
+from reportlab.platypus import (
+    BaseDocTemplate,
+    Flowable,
+    NextPageTemplate,
+    PageTemplate,
+    Paragraph,
+    Spacer,
+    Table,
+    TableStyle,
+)
+from reportlab.platypus.frames import Frame
+from wbcore.utils.figures import (
+    get_factsheet_timeseries_chart,
+    get_horizontal_barplot,
+    get_piechart,
+)
+from wbportfolio.models.products import InvestmentIndex
+from wbreport.mixins import ReportMixin
+from wbreport.models import ReportAsset
+from wbreport.pdf.charts.pie import (
+    get_pie_chart_horizontal,
+    get_pie_chart_horizontal_height,
+    get_pie_chart_vertical,
+    get_pie_chart_vertical_height,
+)
+from wbreport.pdf.charts.timeseries import Scale, get_timeseries_chart
+from wbreport.pdf.flowables.textboxes import TextWithIcon
+from wbreport.pdf.tables.aggregated_tables import get_simple_aggregated_table
+from wbreport.pdf.tables.data_tables import get_simple_data_table
+
+from .mixins import FactsheetReportMixin
+
+
+class ReportClass(FactsheetReportMixin, ReportMixin):
+    HTML_TEMPLATE_FILE = "report/factsheet_base.html"
+
+    @classmethod
+    def get_context(cls, version):
+        content_object = version.report.content_object
+        parameters = cls.parse_parameters(version.parameters)
+
+        asset_portfolio = content_object.asset_portfolio
+        base_portfolio = content_object.primary_portfolio
+        context = {"product_title": content_object.title}
+
+        end = content_object.asset_portfolio.get_latest_asset_position_date(parameters["end"])
+        start = content_object.asset_portfolio.get_latest_asset_position_date(parameters["start"])
+        prices = content_object.get_prices_df(from_date=end)
+        if start and end and not prices.empty:
+            context["date"] = end
+
+            if content_object.group:
+                context["funds_table"] = content_object.group.get_fund_product_table(end)
+
+            context["currency"] = content_object.currency.symbol
+            context["external_webpage"] = content_object.external_webpage
+            context["monthly_returns"] = content_object.get_monthly_return_summary_dict(end=end)
+
+            context["introduction"] = content_object.description
+            context["all_time"] = content_object.get_price_range(val_date=end)
+            context["risk_scale"] = content_object.risk_scale
+            context["risk_scale_loop"] = [True] * content_object.risk_scale + [False] * (7 - content_object.risk_scale)
+            context["holdings"] = asset_portfolio.get_holding(end).values(
+                "underlying_instrument__name_repr", "weighting"
+            )
+            contributors = (
+                asset_portfolio.get_portfolio_contribution_df(start, end, with_cash=False)
+                .sort_values(by="contribution_total", ascending=False)
+                .underlying_instrument__name_repr
+            )
+
+            if contributors is not None and not contributors.empty:
+                contributors_list = contributors.values.tolist()
+                context["top_contributors"] = contributors_list[:3]
+                contributors_list.reverse()
+                context["worst_contributors"] = contributors_list[:3]
+
+            context["prices"] = prices
+            context["geographical_breakdown"] = asset_portfolio.get_geographical_breakdown(end)
+            context["currency_exposure"] = asset_portfolio.get_currency_exposure(end)
+            context["asset_allocation"] = asset_portfolio.get_asset_allocation(end)
+            context["market_cap_distribution"] = asset_portfolio.get_equity_market_cap_distribution(end)
+            context["equity_liquidity"] = asset_portfolio.get_equity_liquidity(end)
+            context["industry_exposure"] = asset_portfolio.get_industry_exposure(end).sort_values(
+                by=["weighting"], ascending=False
+            )
+            if content_object.investment_index == InvestmentIndex.LONG_SHORT.name:
+                context["longshort"] = base_portfolio.get_longshort_distribution(end)
+        else:
+            raise ValueError("Context cannot be generated")
+        return context
+
+    @classmethod
+    def generate_html(cls, context):
+        if "funds_table" in context:
+            context["funds_table"] = context["funds_table"].to_html(
+                border=0,
+                index=False,
+                classes=["table", "table-funds", "table-colored"],
+                index_names=False,
+                float_format="%.1f%%",
+                na_rep="",
+            )
+
+        context["prices"] = get_factsheet_timeseries_chart(
+            context["prices"], color=context["report_base_color"]
+        ).to_html(full_html=False, include_plotlyjs=False)
+
+        nb_labels_first_row = max(
+            [
+                context["geographical_breakdown"].shape[0],
+                context["currency_exposure"].shape[0],
+                context["asset_allocation"].shape[0],
+            ]
+        )
+        height_piechart = 300
+        context["geographical_breakdown"] = get_piechart(
+            context["geographical_breakdown"],
+            colors_map=context["colors_palette"],
+            height=height_piechart,
+            max_number_label=nb_labels_first_row,
+        ).to_html(full_html=False, include_plotlyjs=False)
+        context["currency_exposure"] = get_piechart(
+            context["currency_exposure"],
+            colors_map=context["colors_palette"],
+            height=height_piechart,
+            max_number_label=nb_labels_first_row,
+        ).to_html(full_html=False, include_plotlyjs=False)
+        context["asset_allocation"] = get_piechart(
+            context["asset_allocation"],
+            colors_map=context["colors_palette"],
+            height=height_piechart,
+            max_number_label=nb_labels_first_row,
+        ).to_html(full_html=False, include_plotlyjs=False)
+
+        # SECOND WWIDGET ROW
+        context["market_cap_distribution"] = get_piechart(
+            context["market_cap_distribution"], height=height_piechart, colors_map=context["colors_palette"]
+        ).to_html(full_html=False, include_plotlyjs=False)
+        context["equity_liquidity"] = get_piechart(
+            context["equity_liquidity"], height=height_piechart, colors_map=context["colors_palette"]
+        ).to_html(full_html=False, include_plotlyjs=False)
+
+        context["industry_exposure"] = get_horizontal_barplot(
+            context["industry_exposure"], colors=context["colors_palette"][0]
+        ).to_html(full_html=False, include_plotlyjs=False)
+        if "strategy_allocation" in context:
+            index_allocation_df = context["strategy_allocation"]
+            if not index_allocation_df.empty:
+                context["strategy_allocation"] = get_piechart(
+                    index_allocation_df,
+                    x_label="allocation_end",
+                    height=height_piechart,
+                    y_label="underlying_instrument__name_repr",
+                    hoverinfo="text",
+                    colors_label="color",
+                ).to_html(full_html=False, include_plotlyjs=False)
+                renamed_df = index_allocation_df.rename(
+                    columns={"performance_total": "Monthly Performance", "contribution_total": "Monthly Contribution"}
+                )
+                context["stragegy_contribution"] = get_horizontal_barplot(
+                    renamed_df,
+                    colors_label="color",
+                    x_label=["Monthly Performance", "Monthly Contribution"],
+                    y_label="underlying_instrument__name_repr",
+                ).to_html(full_html=False, include_plotlyjs=False)
+
+        if not context.get("longshort", pd.DataFrame()).empty:
+            context["longshort"] = get_piechart(
+                context["longshort"],
+                colors_map=context["colors_palette"],
+                hoverinfo="label+text",
+                default_normalize=False,
+                height=height_piechart,
+                y_label="title",
+            ).to_html(full_html=False, include_plotlyjs=False)
+
+        template = get_template(cls.HTML_TEMPLATE_FILE)
+        return template.render(context)
+
+    @classmethod
+    def generate_file(cls, context):
+        debug = False
+        # Product Data
+        # Main Feature table as dictionary
+        main_features_dict = context["information_table"].get(
+            "Main Features", context["information_table"].get("Share Class Information", {})
+        )
+        # Monthly returns table as dataframe, None is no value
+        monthly_returns = context["monthly_returns"]
+
+        # Pie chart Dataframe
+        geographical = context["geographical_breakdown"]
+        currencies = context["currency_exposure"]
+        allocation = context["asset_allocation"]
+        marketcap = context["market_cap_distribution"]
+        liquidity = context["equity_liquidity"]
+        industry = context["industry_exposure"]
+
+        # Price time serie as dataframe
+        prices = context["prices"]
+
+        # TOPs as list
+        top_3_holdings = list(context["holdings"].values_list("underlying_instrument__name_repr", flat=True))[0:3]
+        top_3_holdings = [t.upper() for t in top_3_holdings]
+
+        top_3_contributors = [c.upper() for c in context["top_contributors"]]
+        bottom_3_contributors = [c.upper() for c in context["worst_contributors"]]
+
+        # {'high': {'price':low, 'date':date}, 'low' : {'price':high, 'date':date}}
+        all_time_dict = context["all_time"]
+        end = context["date"]
+        general_data = {}
+        general_data["date"] = end.strftime("%b %Y")
+        general_data["colors"] = context["colors_palette"]
+        general_data["title"] = context["product_title"].replace("&", "&")
+        general_data["risk_scale"] = context["risk_scale"]
+
+        general_data["introduction"] = context["introduction"]
+
+        pdfmetrics.registerFont(TTFont("customfont", ReportAsset.objects.get(key="font-default").asset))
+        pdfmetrics.registerFont(TTFont("customfont-bd", ReportAsset.objects.get(key="font-bd").asset))
+        pdfmetrics.registerFont(TTFont("customfont-it", ReportAsset.objects.get(key="font-it").asset))
+        registerFontFamily("customfont", normal="customfont", bold="customfont-bd", italic="customfont-it")
+
+        # Page Variables
+        LINEHEIGHT = 12
+
+        HEADER_HEIGHT = 2.34 * cm
+        FOOTER_HEIGHT = 2.34 * cm
+
+        SIDE_MARGIN = 0.96 * cm
+        TOP_MARGIN = 3.63 * cm
+        CONTENT_OFFSET = 0.34 * cm
+        CONTENT_MARGIN = SIDE_MARGIN + CONTENT_OFFSET
+
+        CONTENT_HEIGHT = 22.25 * cm
+        CONTENT_WIDTH_PAGE1_LEFT = 13.84 * cm
+        CONTENT_WIDTH_PAGE1_RIGHT = 4.23 * cm
+        CONTENT_WIDTH_PAGE2 = A4[0] - SIDE_MARGIN - CONTENT_MARGIN
+
+        CONTENT_X_PAGE1_RIGHT = A4[0] - CONTENT_MARGIN - CONTENT_WIDTH_PAGE1_RIGHT
+        CONTENT_Y = A4[1] - CONTENT_HEIGHT - TOP_MARGIN
+
+        output = BytesIO()
+        doc = BaseDocTemplate(
+            output,
+            pagesize=A4,
+            rightMargin=0,
+            leftMargin=0,
+            topMargin=0,
+            bottomMargin=0,
+            title=general_data["title"],
+        )
+        elements = []
+
+        s_base = ParagraphStyle(name="s_base", fontName="customfont", fontSize=9, leading=10)
+        s_base_small_justified = ParagraphStyle(
+            name="s_base_small_justified", parent=s_base, fontSize=6.5, leading=7, alignment=TA_JUSTIFY
+        )
+        # s_base_small_justified_indent = ParagraphStyle(
+        #     name="s_base_small_justified_indent", parent=s_base_small_justified, leftIndent=CONTENT_OFFSET
+        # )
+        s_base_indent = ParagraphStyle(name="s_description", parent=s_base, spaceBefore=8, leftIndent=CONTENT_OFFSET)
+        s_table_base = ParagraphStyle(
+            name="s_table_base",
+            fontName="customfont",
+            fontSize=6,
+            leading=6,
+        )
+        s_table_medium = ParagraphStyle(name="s_table_medium", parent=s_table_base, fontSize=9, leading=8)
+        s_table_medium_leading = ParagraphStyle(name="s_table_medium_leading", parent=s_table_medium, leading=13.9)
+        # s_table_large = ParagraphStyle(name="s_table_large", parent=s_table_medium, fontSize=11, leading=11)
+        # s_table_large_center = ParagraphStyle(name="s_table_large", parent=s_table_large, alignment=TA_CENTER)
+        # s_table_large_center_padding = ParagraphStyle(
+        #     name="s_table_large", parent=s_table_large_center, spaceBefore=20, spaceAfter=20
+        # )
+        # s_table_center = ParagraphStyle(
+        #     name="s_table_center",
+        #     parent=s_table_base,
+        #     alignment=TA_CENTER,
+        # )
+        # s_table_center_high = ParagraphStyle(name="s_table_center", parent=s_table_center, leading=9, fontSize=8)
+        s_table_right = ParagraphStyle(name="s_table_right", parent=s_table_base, alignment=TA_RIGHT)
+        s_table_center = ParagraphStyle(name="s_table_center", parent=s_table_base, alignment=TA_CENTER)
+        s_table_headline = ParagraphStyle(
+            name="s_table_headline",
+            parent=s_table_base,
+            fontSize=16,
+            leading=16,
+        )
+        # s_table_headline_2 = ParagraphStyle(
+        #     name="s_table_headline_2",
+        #     parent=s_table_base,
+        #     fontSize=10,
+        #     leading=10,
+        # )
+
+        # Setup Colors
+        c_product = HexColor(general_data["colors"][0])
+        c_product_alpha = HexColor(f"{general_data['colors'][0]}20", hasAlpha=True)
+
+        c_table_border = HexColor(0x9EA3AC)
+        c_grid_color = HexColor(0xB6BAC1)
+        c_box_color = HexColor(0x3C4859)
+        c_table_background = colors.HexColor(0xE2E3E6)
+
+        # Frame and Page Layout
+        frame_defaults = {
+            "showBoundary": debug,
+            "leftPadding": 0,
+            "rightPadding": 0,
+            "topPadding": 0,
+            "bottomPadding": 0,
+        }
+
+        text_frame = Frame(
+            x1=SIDE_MARGIN,
+            y1=CONTENT_Y,
+            width=CONTENT_WIDTH_PAGE1_LEFT,
+            height=CONTENT_HEIGHT,
+            id="text_frame",
+            **frame_defaults,
+        )
+
+        main_features_frame = Frame(
+            x1=CONTENT_X_PAGE1_RIGHT,
+            y1=CONTENT_Y,
+            width=CONTENT_WIDTH_PAGE1_RIGHT,
+            height=CONTENT_HEIGHT,
+            id="main_features_frame",
+            **frame_defaults,
+        )
+
+        second_page = Frame(
+            x1=SIDE_MARGIN,
+            y1=CONTENT_Y,
+            width=CONTENT_WIDTH_PAGE2,
+            height=CONTENT_HEIGHT,
+            id="second_page",
+            **frame_defaults,
+        )
+
+        def on_page(canv, dock):
+            canv.saveState()
+
+            # Header
+            canv.setFillColor(c_box_color)
+            canv.rect(0, A4[1] - HEADER_HEIGHT, A4[0], HEADER_HEIGHT, fill=True, stroke=False)
+            colors = [
+                HexColor(0xFFB166),
+                HexColor(0x8CD66B),
+                HexColor(0x05D6A1),
+                HexColor(0x01ABAA),
+                HexColor(0x70D6FF),
+                HexColor(0x0585FF),
+                HexColor(0x5724D9),
+                HexColor(0xA359E5),
+                HexColor(0xEF476F),
+            ]
+            height = 0.13 * cm
+            width = A4[0] / len(colors)
+            for index, color in enumerate(colors):
+                canv.setFillColor(color)
+                canv.rect(0 + index * width, A4[1] - HEADER_HEIGHT - height, width, height, fill=True, stroke=False)
+
+            # Footer
+            canv.setFillColor(c_box_color)
+            canv.rect(0, 0, A4[0], FOOTER_HEIGHT, fill=True, stroke=False)
+
+            for index, color in enumerate(colors):
+                canv.setFillColor(color)
+                canv.rect(0 + index * width, FOOTER_HEIGHT, width, height, fill=True, stroke=False)
+
+            canv.restoreState()
+
+        doc.addPageTemplates(
+            [
+                PageTemplate(id="page", onPage=on_page, frames=[text_frame, main_features_frame]),
+                PageTemplate(id="second_page", onPage=on_page, frames=[second_page]),
+            ]
+        )
+
+        elements.append(NextPageTemplate(["second_page"]))
+
+        def generate_title(title):
+            table_data = [[Paragraph("", style=s_table_headline), Paragraph(title, style=s_table_headline)]]
+            title_table = Table(table_data, colWidths=[0.14 * cm, None], rowHeights=[0.41 * cm])
+            title_table.setStyle(
+                TableStyle(
+                    [
+                        ("BACKGROUND", (0, 0), (0, 0), c_product),
+                        ("LEFTPADDING", (0, 0), (-1, -1), 0),
+                        ("LEFTPADDING", (1, 0), (-1, -1), 0.2 * cm),
+                        ("RIGHTPADDING", (0, 0), (-1, -1), 0),
+                        ("TOPPADDING", (0, 0), (-1, -1), 0),
+                        ("BOTTOMPADDING", (0, 0), (-1, -1), 0),
+                    ]
+                )
+            )
+            return title_table
+
+        # Description
+        elements.append(generate_title(general_data["title"]))
+        elements.append(Paragraph(general_data["introduction"], style=s_base_indent))
+        elements.append(Spacer(height=LINEHEIGHT * 2, width=0))
+
+        # Monthly Returns
+        elements.append(generate_title("Monthly Returns (%)"))
+        elements.append(Spacer(height=LINEHEIGHT * 1, width=0))
+        elements.append(
+            get_simple_aggregated_table(
+                df=monthly_returns,
+                width=CONTENT_WIDTH_PAGE1_LEFT,
+                row_height=0.389 * cm,
+                header_style=s_table_center,
+                row_style=s_table_center,
+                data_style=s_table_right,
+                grid_color=c_table_border,
+                offset=CONTENT_OFFSET,
+                debug=debug,
+            )
+        )
+        elements.append(Spacer(height=LINEHEIGHT * 2, width=0))
+
+        # Price Timeseries Chart
+        elements.append(
+            get_timeseries_chart(
+                data=[list(zip(prices.index, prices.net_value))],
+                width=CONTENT_WIDTH_PAGE1_LEFT - CONTENT_OFFSET,
+                height=4.34 * cm,
+                color=c_product,
+                fill_color=c_product_alpha,
+                grid_color=c_grid_color,
+                scale=Scale.LOGARITHMIC.value,
+                debug=debug,
+                x=CONTENT_OFFSET,
+            )
+        )
+        elements.append(Spacer(height=LINEHEIGHT * 2, width=0))
+
+        # Top 3
+        elements.append(
+            get_simple_data_table(
+                headers=[
+                    "<strong>Top 3 Holdings</strong>",
+                    "<strong>Top 3 Contributors</strong>",
+                    "<strong>Bottom 3 Contributors</strong>",
+                ],
+                data=list(zip(top_3_holdings, top_3_contributors, bottom_3_contributors)),
+                width=CONTENT_WIDTH_PAGE1_LEFT,
+                header_row_height=0.85 * cm,
+                data_row_height=0.39 * cm,
+                margin=0.16 * cm,
+                header_style=s_table_medium,
+                data_style=s_table_base,
+                grid_color=c_table_border,
+                offset=CONTENT_OFFSET,
+                debug=debug,
+            )
+        )
+
+        elements.append(platypus.FrameBreak("main_features_frame"))
+
+        # Main Features Table
+
+        MAIN_FEATURES_COLOR_BAR_HEIGHT = 0.23 * cm
+        MAIN_FEATURES_GAP_HEIGHT = 0.17 * cm
+        MAIN_FEATURES_TITLE_HEIGHT = 1.94 * cm
+        MAIN_FEATURES_TITLE1_HEIGHT = 0.74 * cm
+
+        table_data = [
+            [Spacer(width=0, height=0)],
+            [
+                TextWithIcon(
+                    width=CONTENT_WIDTH_PAGE1_RIGHT,
+                    height=MAIN_FEATURES_TITLE_HEIGHT,
+                    text=general_data["date"],
+                    font="customfont-bd",
+                    font_size=11,
+                    icon=context["logo_file"] if "logo_file" in context else None,
+                )
+            ],
+            [Paragraph("<strong>MAIN FEATURES</strong>", style=s_table_center)],
+            [Spacer(width=0, height=0)],
+        ]
+
+        for label, value in main_features_dict.items():
+            if isinstance(value, date):
+                value = value.strftime("%d-%b-%y")
+            elif isinstance(value, (Decimal, float)):
+                value = "%.2f" % value
+            elif isinstance(value, int):
+                value = str(value)
+            elif value is None:
+                value = ""
+
+            if label.lower() in ["currency", "last price"]:
+                table_data.append(
+                    [
+                        Paragraph(f"<strong>{label.upper()}</strong>", style=s_table_base),
+                        Paragraph(f"<strong>{value.upper()}</strong>", style=s_table_base),
+                    ]
+                )
+            else:
+                table_data.append(
+                    [
+                        Paragraph(label.upper(), style=s_table_base),
+                        Paragraph(value.upper(), style=s_table_base),
+                    ]
+                )
+
+        table_data.extend([[Spacer(width=0, height=0)], [Spacer(width=0, height=0)]])
+
+        row_heights = [
+            MAIN_FEATURES_COLOR_BAR_HEIGHT,
+            MAIN_FEATURES_TITLE_HEIGHT,
+            MAIN_FEATURES_TITLE1_HEIGHT,
+            MAIN_FEATURES_GAP_HEIGHT,
+        ]
+        row_heights.extend([None] * (len(table_data) - 6))
+        row_heights.extend([MAIN_FEATURES_GAP_HEIGHT, MAIN_FEATURES_COLOR_BAR_HEIGHT])
+
+        t = Table(table_data, rowHeights=row_heights, colWidths=[CONTENT_WIDTH_PAGE1_RIGHT / 2] * 2)
+        table_styles = [
+            ("BACKGROUND", (0, 0), (1, 0), c_product),  # Top Color Bar
+            ("BACKGROUND", (0, -1), (1, -1), c_product),  # Bottom Color Bar
+            ("BACKGROUND", (0, 2), (-1, 2), c_table_background),  # Title Background
+            ("LINEABOVE", (0, 2), (-1, 2), 0.25, colors.HexColor("#6d7683")),  # Title Line Above
+            ("LINEBELOW", (0, 2), (-1, 2), 0.25, colors.HexColor("#6d7683")),  # Title Line Below
+            ("LINEBEFORE", (1, 3), (1, -2), 0.25, colors.HexColor("#6d7683")),  # Data Vertical Seperator
+            ("SPAN", (0, 1), (-1, 1)),  # Col Span Title
+            ("SPAN", (0, 2), (-1, 2)),  # Col Span Title1
+            ("LEFTPADDING", (0, 1), (0, -1), 0),  # Leftpadding Data Labels
+            ("LEFTPADDING", (1, 1), (1, -1), 0.28 * cm),  # Leftpadding Data Values
+            ("VALIGN", (0, 1), (-1, -1), "MIDDLE"),
+        ]
+
+        if debug:
+            table_styles.extend(
+                [
+                    ("INNERGRID", (0, 0), (-1, -1), 0.25, colors.black),
+                    ("BOX", (0, 0), (-1, -1), 0.25, colors.black),
+                ]
+            )
+
+        t.setStyle(TableStyle(table_styles))
+
+        elements.append(t)
+        elements.append(Spacer(height=LINEHEIGHT * 1, width=0))
+
+        # All time table
+        table_data = [
+            [
+                Paragraph("<strong>ALL TIME HIGH</strong>", style=s_table_center),
+                Paragraph("<strong>ALL TIME LOW</strong>", style=s_table_center),
+            ],
+            [
+                Paragraph("", style=s_table_center),
+                Paragraph("", style=s_table_center),
+            ],
+        ]
+
+        table_data.append(
+            [
+                Paragraph(f'PRICE: {all_time_dict["high"]["price"]:.1f}', style=s_table_center),
+                Paragraph(f'PRICE: {all_time_dict["low"]["price"]:.1f}', style=s_table_center),
+            ],
+        )
+        table_data.append(
+            [
+                Paragraph(f'DATE: {all_time_dict["high"]["date"]:%d-%b-%y}', style=s_table_center),
+                Paragraph(f'DATE: {all_time_dict["low"]["date"]:%d-%b-%y}', style=s_table_center),
+            ],
+        )
+        table_data.append(
+            [
+                Paragraph("", style=s_table_center),
+                Paragraph("", style=s_table_center),
+            ]
+        )
+
+        row_heights = [0.74 * cm, 0.17 * cm, None, None, 0.17 * cm]
+
+        t = Table(table_data, rowHeights=row_heights)
+        t.setStyle(
+            TableStyle(
+                [
+                    ("BACKGROUND", (0, 0), (1, 0), c_table_background),
+                    ("LINEABOVE", (0, 0), (1, 0), 0.25, colors.HexColor("#6d7683")),
+                    ("LINEBELOW", (0, 0), (1, 0), 0.25, colors.HexColor("#6d7683")),
+                    ("LINEBELOW", (0, -1), (1, -1), 0.25, colors.HexColor("#6d7683")),
+                    ("LINEBEFORE", (1, 0), (1, -1), 0.25, colors.HexColor("#6d7683")),
+                    ("VALIGN", (0, 0), (-1, -1), "MIDDLE"),
+                    ("LEFTPADDING", (0, 0), (-1, -1), 0),
+                    ("RIGHTPADDING", (0, 0), (-1, -1), 0),
+                ]
+            )
+        )
+
+        elements.append(t)
+
+        # Second Page
+        elements.append(platypus.PageBreak("second_page"))
+        elements.append(generate_title(general_data["title"]))
+        elements.append(Spacer(height=LINEHEIGHT * 1, width=0))
+
+        def get_bar_chart_height(df, bar_width=0.12 * cm, bar_padding=0.3 * cm, max_label_width=3.35 * cm):
+            number_of_items = len(df)
+            return number_of_items * (bar_width + 2 * bar_padding)
+
+        def get_bar_chart(df, width, height, bar_width=0.12 * cm, bar_padding=0.3 * cm, max_label_width=3.35 * cm):
+            font_size = 6
+            drawing = Drawing(width, height)
+            bar_chart = HorizontalBarChart()
+
+            data = list()
+            categories = list()
+            for index, row in enumerate(df.itertuples()):
+                data.append(row.weighting * 100)
+                categories.append(f"{row.aggregated_title} ({row.weighting * 100:.1f}%)")
+
+            max_label = 0
+            _categories = list()
+            for category in categories:
+                _w = stringWidth(category, "customfont", font_size)
+                if _w > max_label_width:
+                    split_list = category.split(" ")
+                    splitter = int(len(split_list) * 2 / 3)
+
+                    part_1 = " ".join(split_list[:splitter])
+                    part_2 = " ".join(split_list[splitter:])
+                    category = part_1 + "\n" + part_2
+                    _w1 = stringWidth(part_1, "customfont", font_size)
+                    _w2 = stringWidth(part_2, "customfont", font_size)
+                    _w = max(_w1, _w2)
+                _categories.append(category)
+                max_label = max(max_label, _w - bar_chart.categoryAxis.labels.dx)
+
+            bar_chart.width = width - max_label
+
+            bar_chart.height = height
+            bar_chart.x = width - bar_chart.width
+            bar_chart.y = 0
+
+            bar_chart.data = [list(reversed(data))]
+            bar_chart.categoryAxis.categoryNames = list(reversed(_categories))
+            bar_chart.categoryAxis.labels.boxAnchor = "e"
+            bar_chart.categoryAxis.labels.textAnchor = "end"
+            bar_chart.categoryAxis.labels.fontName = "customfont"
+            bar_chart.categoryAxis.labels.fontSize = font_size
+            bar_chart.categoryAxis.labels.leading = font_size
+
+            bar_chart.barWidth = bar_width
+            bar_chart.bars.strokeColor = colors.transparent
+            bar_chart.bars[0].fillColor = c_product
+
+            # x-Axis
+            bar_chart.valueAxis.labelTextFormat = DecimalFormatter(0, suffix="%")
+            bar_chart.valueAxis.labels.fontName = "customfont"
+            bar_chart.valueAxis.labels.fontSize = 6
+
+            bar_chart.valueAxis.strokeWidth = -1
+            bar_chart.valueAxis.gridStrokeColor = c_grid_color
+            bar_chart.valueAxis.gridStrokeDashArray = (0.2, 0, 0.2)
+
+            bar_chart.valueAxis.visibleGrid = True
+            bar_chart.valueAxis.forceZero = True
+
+            bar_chart.categoryAxis.strokeWidth = 0.5
+            bar_chart.categoryAxis.strokeColor = HexColor(0x6D7683)
+            bar_chart.categoryAxis.tickLeft = 0
+            bar_chart.categoryAxis.labels.fontName = "customfont"
+            bar_chart.categoryAxis.labels.fontSize = 6
+            drawing.add(bar_chart)
+            drawing.add(String(0, -25, "", fontName="customfont", fontSize=6, fillColor=colors.black))
+            return drawing
+
+        class RiskScaleFlowable(Flowable):
+            def __init__(self, height, risk, text=None):
+                super().__init__()
+                self.risk = risk
+                self.height = height
+                self.risk_text = (
+                    text
+                    or "The actual risk can vary significantly if you cash in at an early stage and you may get back less. You may not be able to sell your product easily or you may have to sell at a price that significantly impacts on how much you get back."
+                )
+
+            def draw(self):
+                width = 0.4 * cm
+                gap = 1.177 * cm
+                # y = (2.15 + 1) * cm
+                y = self.height - 0.868 * cm
+                x_offset = 0.883 * cm
+                self.canv.setFillColor(HexColor(0x9EA3AC))
+                for x in range(7):
+                    _x = x * gap + x_offset
+                    if x == self.risk - 1:
+                        self.canv.setFillColor(HexColor(0x3C4859))
+                        self.canv.circle(_x, y, width, fill=True, stroke=False)
+                        self.canv.setFillColor(HexColor(0x9EA3AC))
+                    else:
+                        self.canv.circle(_x, y, width, fill=True, stroke=False)
+
+                    self.canv.setFillColor(colors.white)
+                    self.canv.setFont("customfont-bd", 11)
+                    self.canv.drawCentredString(_x, y - 4, str(x + 1))
+                    self.canv.setFillColor(HexColor(0x9EA3AC))
+
+                self.canv.setFillColor(HexColor(0x6D7683))
+                self.canv.setStrokeColor(HexColor(0x6D7683))
+
+                arrow_offset = 0.2 * cm
+
+                p = self.canv.beginPath()
+                origin = (x_offset - arrow_offset, y - 0.868 * cm)
+                p.moveTo(*origin)
+                p.lineTo(origin[0] + 0.059 * cm, origin[1] + 0.08 * cm)
+                p.lineTo(origin[0] - 0.165 * cm, origin[1])
+                p.lineTo(origin[0] + 0.059 * cm, origin[1] - 0.08 * cm)
+                self.canv.drawPath(p, fill=True, stroke=False)
+
+                p = self.canv.beginPath()
+                origin = (6 * gap + x_offset + arrow_offset, y - 0.868 * cm)
+                p.moveTo(origin[0], origin[1])
+                p.lineTo(origin[0] - 0.059 * cm, origin[1] + 0.08 * cm)
+                p.lineTo(origin[0] + 0.165 * cm, origin[1])
+                p.lineTo(origin[0] - 0.059 * cm, origin[1] - 0.08 * cm)
+                self.canv.drawPath(p, fill=True, stroke=False)
+
+                self.canv.setLineWidth(0.02 * cm)
+                p = self.canv.beginPath()
+                self.canv.line(
+                    x_offset - arrow_offset, y - 0.868 * cm, 6 * gap + x_offset + arrow_offset, y - 0.868 * cm
+                )
+
+                self.canv.setFont("customfont", 6)
+                self.canv.setFillColor(colors.black)
+                self.canv.drawString(x_offset - arrow_offset - 0.165 * cm, y - 1.2 * cm, "LOWER RISK")
+
+                text_width = stringWidth("HIGHER RISK", "customfont", 6)
+                self.canv.drawString(
+                    6 * gap + x_offset + arrow_offset + 0.165 * cm - text_width, y - 1.2 * cm, "HIGHER RISK"
+                )
+
+                para = Paragraph(self.risk_text, style=s_base_small_justified)
+                para.wrapOn(self.canv, 250, 8.954 * cm)
+                para.drawOn(self.canv, 0, y - 2.5 * cm)
+
+        TABLE_MARGIN = 0.56 * cm
+        NUM_CHARTS_FIRST_ROW = 4
+        WIDTH_CHARTS_FIRST_ROW = (
+            (CONTENT_WIDTH_PAGE2 - CONTENT_OFFSET) - ((NUM_CHARTS_FIRST_ROW - 1) * TABLE_MARGIN)
+        ) / NUM_CHARTS_FIRST_ROW
+
+        max_height = max(
+            [
+                get_pie_chart_vertical_height(geographical, legend_max_cols=10),
+                get_pie_chart_vertical_height(currencies),
+                get_pie_chart_vertical_height(allocation),
+                get_pie_chart_vertical_height(marketcap),
+            ]
+        )
+        geographical_pie_chart = get_pie_chart_vertical(
+            geographical, WIDTH_CHARTS_FIRST_ROW, max_height, general_data["colors"], legend_max_cols=10
+        )
+        currencies_pie_chart = get_pie_chart_vertical(
+            currencies, WIDTH_CHARTS_FIRST_ROW, max_height, general_data["colors"]
+        )
+        allocation_pie_chart = get_pie_chart_vertical(
+            allocation, WIDTH_CHARTS_FIRST_ROW, max_height, general_data["colors"]
+        )
+        marketcap_pie_chart = get_pie_chart_vertical(
+            marketcap, WIDTH_CHARTS_FIRST_ROW, max_height, general_data["colors"]
+        )
+
+        top_3_td = [
+            [
+                Spacer(width=0, height=0),
+                Paragraph("<strong>Geographical<br />Breakdown</strong>", style=s_table_medium_leading),
+                Spacer(width=0, height=0),
+                Paragraph("<strong>Currency<br />Exposure</strong>", style=s_table_medium_leading),
+                Spacer(width=0, height=0),
+                Paragraph("<strong>Asset<br />Allocation</strong>", style=s_table_medium_leading),
+                Spacer(width=0, height=0),
+                Paragraph(
+                    f"<strong>Market Cap<br />Distributions ({context['currency']})</strong>",
+                    style=s_table_medium_leading,
+                ),
+            ],
+            [
+                Spacer(width=0, height=0),
+                geographical_pie_chart,
+                Spacer(width=0, height=0),
+                currencies_pie_chart,
+                Spacer(width=0, height=0),
+                allocation_pie_chart,
+                Spacer(width=0, height=0),
+                marketcap_pie_chart,
+            ],
+        ]
+
+        cols = [CONTENT_OFFSET]
+        cols.extend([WIDTH_CHARTS_FIRST_ROW, TABLE_MARGIN] * NUM_CHARTS_FIRST_ROW)
+        cols.pop(-1)
+
+        top_3_t = Table(
+            top_3_td,
+            colWidths=cols,
+            rowHeights=[
+                1.4 * cm,
+                max_height,
+            ],
+        )
+        top_3_table_styles = [
+            ("VALIGN", (0, 0), (-1, 0), "MIDDLE"),
+            ("LEFTPADDING", (0, 0), (-1, -1), 0),
+            ("BOTTOMPADDING", (0, 0), (-1, -1), 0),
+        ]
+
+        for col in range(1, NUM_CHARTS_FIRST_ROW * 2, 2):
+            top_3_table_styles.extend(
+                [
+                    ("LINEABOVE", (col, 0), (col, 0), 0.25, c_box_color),
+                    ("LINEBELOW", (col, 0), (col, 0), 0.25, c_box_color),
+                ]
+            )
+
+        if debug:
+            top_3_table_styles.extend(
+                [
+                    ("BOX", (0, 0), (-1, -1), 0.25, c_box_color),
+                    ("INNERGRID", (0, 0), (-1, -1), 0.25, c_box_color),
+                ]
+            )
+
+        top_3_t.setStyle(TableStyle(top_3_table_styles))
+        elements.append(top_3_t)
+
+        # top_3_t.setStyle(
+        #     TableStyle(
+        #         [
+        # ("BOX", (0, 0), (-1, -1), 0.25, c_box_color),
+        # ("INNERGRID", (0, 0), (-1, -1), 0.25, c_box_color),
+        # ("LINEABOVE", (1, 0), (1, 0), 0.25, c_box_color),
+        # ("LINEBELOW", (1, 0), (1, 0), 0.25, c_box_color),
+        # ("LINEABOVE", (3, 0), (3, 0), 0.25, c_box_color),
+        # ("LINEBELOW", (3, 0), (3, 0), 0.25, c_box_color),
+        # ("LINEABOVE", (5, 0), (5, 0), 0.25, c_box_color),
+        # ("LINEBELOW", (5, 0), (5, 0), 0.25, c_box_color),
+        # ("LINEABOVE", (7, 0), (7, 0), 0.25, c_box_color),
+        # ("LINEBELOW", (7, 0), (7, 0), 0.25, c_box_color),
+        # ("VALIGN", (0, 0), (-1, 0), "MIDDLE"),
+        # ("LEFTPADDING", (0, 0), (-1, -1), 0),
+        # ("SPAN", (1, 2), (3, 2)),
+        # ("SPAN", (1, 3), (3, 3)),
+        # ("SPAN", (1, 4), (3, 4)),
+        # ("SPAN", (5, 2), (7, 2)),
+        # ("SPAN", (1, 5), (3, 5)),
+        # ("SPAN", (1, 4), (1, 4)),
+        # ("LINEABOVE", (1, 2), (3, 2), 0.25, c_box_color),
+        # ("LINEBELOW", (1, 2), (3, 2), 0.25, c_box_color),
+        # ("LINEABOVE", (5, 2), (7, 2), 0.25, c_box_color),
+        # ("LINEBELOW", (5, 2), (7, 2), 0.25, c_box_color),
+        # ("LINEABOVE", (1, 4), (3, 4), 0.25, c_box_color),
+        # ("LINEBELOW", (1, 4), (3, 4), 0.25, c_box_color),
+        # ("VALIGN", (1, 2), (-1, 2), "MIDDLE"),
+        # ("VALIGN", (1, 4), (3, 4), "MIDDLE"),
+        # ("VALIGN", (1, 4), (3, 4), "MIDDLE"),
+        # ("VALIGN", (1, 4), (3, 4), "MIDDLE"),
+        # ("BOTTOMPADDING", (0, 0), (-1, -1), 0),
+        # ("SPAN", (5, 3), (7, 5)),
+        # ("VALIGN", (5, 3), (7, 5), "TOP"),
+        #         ]
+        #     )
+        # )
+
+        liquid_height = get_pie_chart_horizontal_height(liquidity, legend_max_cols=50)
+        liquidity_pie_chart = get_pie_chart_horizontal(
+            liquidity,
+            4.23 * cm + 0.56 * cm + 4.23 * cm,
+            liquid_height,
+            general_data["colors"],
+            4.23 * cm,
+            legend_max_cols=50,
+        )
+
+        risk_height = 3.564 * cm
+        industry_height = get_bar_chart_height(industry)
+
+        available_height = CONTENT_HEIGHT - 1.4 * cm - max_height - 0.85 * cm - (0.41 * cm + 12)
+
+        left_height = liquid_height + risk_height + (1 * 0.85 * cm)
+        right_height = max(min(available_height, industry_height), left_height)
+
+        # max_available_height = CONTENT_HEIGHT - 1.4 * cm - max_height - 0.85 * cm
+        industry_chart = get_bar_chart(industry, 8.94 * cm, right_height - 30)
+
+        last_row_height = right_height - liquid_height - 0.85 * cm
+
+        # last_height = min(
+        #     max(industry_height - liquid_height + 6, 3.564 * cm), max_available_height - liquid_height
+        # )  # 6 because of the drawn string
+
+        second_charts = [
+            [
+                Spacer(width=0, height=0),
+                Paragraph(
+                    "<strong>Equity Liquidity</strong>  (on average 3M daily trading volume)",
+                    style=s_table_medium_leading,
+                ),
+                Spacer(width=0, height=0),
+                Paragraph("<strong>Industry Exposure</strong>", style=s_table_medium_leading),
+            ],
+            [
+                Spacer(width=0, height=0),
+                liquidity_pie_chart,
+                Spacer(width=0, height=0),
+                # Spacer(width=0, height=0),
+                industry_chart,
+            ],
+            [
+                Spacer(width=0, height=0),
+                Paragraph("<strong>Risk Scale</strong>", style=s_table_medium_leading),
+                Spacer(width=0, height=0),
+                Spacer(width=0, height=0),
+            ],
+            [
+                Spacer(width=0, height=0),
+                RiskScaleFlowable(risk_height, general_data["risk_scale"]),
+                Spacer(width=0, height=0),
+                Spacer(width=0, height=0),
+            ],
+        ]
+
+        col_width = (CONTENT_WIDTH_PAGE2 - CONTENT_OFFSET - TABLE_MARGIN) / 2
+
+        other_table = Table(
+            second_charts,
+            colWidths=[CONTENT_OFFSET, col_width, TABLE_MARGIN, col_width],
+            rowHeights=[0.85 * cm, liquid_height, 0.85 * cm, last_row_height],
+        )
+
+        other_table_styles = [
+            ("VALIGN", (1, 2), (1, -1), "TOP"),
+            ("SPAN", (3, 1), (3, -1)),
+            ("VALIGN", (3, 1), (3, -1), "TOP"),
+            ("LINEABOVE", (1, 0), (1, 0), 0.25, c_box_color),
+            ("LINEBELOW", (1, 0), (1, 0), 0.25, c_box_color),
+            ("LINEABOVE", (3, 0), (3, 0), 0.25, c_box_color),
+            ("LINEBELOW", (3, 0), (3, 0), 0.25, c_box_color),
+            ("LINEABOVE", (1, 2), (1, 2), 0.25, c_box_color),
+            ("LINEBELOW", (1, 2), (1, 2), 0.25, c_box_color),
+            ("LEFTPADDING", (0, 0), (-1, -1), 0),
+        ]
+        if debug:
+            other_table_styles.extend(
+                [
+                    ("BOX", (0, 0), (-1, -1), 0.25, c_box_color),
+                    ("INNERGRID", (0, 0), (-1, -1), 0.25, c_box_color),
+                ]
+            )
+
+        other_table.setStyle(TableStyle(other_table_styles))
+
+        elements.append(other_table)
+
+        doc.build(elements)
+        output.seek(0)
+
+        return output