wbreport 2.2.1__py2.py3-none-any.whl
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- wbreport/__init__.py +1 -0
- wbreport/admin.py +87 -0
- wbreport/apps.py +6 -0
- wbreport/defaults/__init__.py +0 -0
- wbreport/defaults/factsheets/__init__.py +0 -0
- wbreport/defaults/factsheets/base.py +990 -0
- wbreport/defaults/factsheets/menu.py +93 -0
- wbreport/defaults/factsheets/mixins.py +35 -0
- wbreport/defaults/factsheets/multitheme.py +947 -0
- wbreport/dynamic_preferences_registry.py +15 -0
- wbreport/factories/__init__.py +8 -0
- wbreport/factories/data_classes.py +48 -0
- wbreport/factories/reports.py +79 -0
- wbreport/filters.py +37 -0
- wbreport/migrations/0001_initial_squashed_squashed_0007_report_key.py +238 -0
- wbreport/migrations/0008_alter_report_file_content_type.py +25 -0
- wbreport/migrations/0009_alter_report_color_palette.py +27 -0
- wbreport/migrations/0010_auto_20240103_0947.py +43 -0
- wbreport/migrations/0011_auto_20240207_1629.py +35 -0
- wbreport/migrations/0012_reportversion_lock.py +17 -0
- wbreport/migrations/0013_alter_reportversion_context.py +18 -0
- wbreport/migrations/0014_alter_reportcategory_options_and_more.py +25 -0
- wbreport/migrations/__init__.py +0 -0
- wbreport/mixins.py +183 -0
- wbreport/models.py +781 -0
- wbreport/pdf/__init__.py +0 -0
- wbreport/pdf/charts/__init__.py +0 -0
- wbreport/pdf/charts/legend.py +15 -0
- wbreport/pdf/charts/pie.py +169 -0
- wbreport/pdf/charts/timeseries.py +77 -0
- wbreport/pdf/sandbox/__init__.py +0 -0
- wbreport/pdf/sandbox/run.py +17 -0
- wbreport/pdf/sandbox/templates/__init__.py +0 -0
- wbreport/pdf/sandbox/templates/basic_factsheet.py +908 -0
- wbreport/pdf/sandbox/templates/fund_factsheet.py +864 -0
- wbreport/pdf/sandbox/templates/long_industry_exposure_factsheet.py +898 -0
- wbreport/pdf/sandbox/templates/multistrat_factsheet.py +872 -0
- wbreport/pdf/sandbox/templates/testfile.pdf +434 -0
- wbreport/pdf/tables/__init__.py +0 -0
- wbreport/pdf/tables/aggregated_tables.py +156 -0
- wbreport/pdf/tables/data_tables.py +75 -0
- wbreport/serializers.py +191 -0
- wbreport/tasks.py +60 -0
- wbreport/templates/__init__.py +0 -0
- wbreport/templatetags/__init__.py +0 -0
- wbreport/templatetags/portfolio_tags.py +35 -0
- wbreport/tests/__init__.py +0 -0
- wbreport/tests/conftest.py +24 -0
- wbreport/tests/test_models.py +253 -0
- wbreport/tests/test_tasks.py +17 -0
- wbreport/tests/test_viewsets.py +0 -0
- wbreport/tests/tests.py +12 -0
- wbreport/urls.py +29 -0
- wbreport/urls_public.py +10 -0
- wbreport/viewsets/__init__.py +10 -0
- wbreport/viewsets/configs/__init__.py +18 -0
- wbreport/viewsets/configs/buttons.py +193 -0
- wbreport/viewsets/configs/displays.py +116 -0
- wbreport/viewsets/configs/endpoints.py +23 -0
- wbreport/viewsets/configs/menus.py +8 -0
- wbreport/viewsets/configs/titles.py +30 -0
- wbreport/viewsets/viewsets.py +330 -0
- wbreport-2.2.1.dist-info/METADATA +6 -0
- wbreport-2.2.1.dist-info/RECORD +66 -0
- wbreport-2.2.1.dist-info/WHEEL +5 -0
- wbreport-2.2.1.dist-info/licenses/LICENSE +4 -0
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from datetime import date
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from decimal import Decimal
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from io import BytesIO
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from reportlab import platypus
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from reportlab.graphics import renderPDF
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from reportlab.graphics.charts.barcharts import HorizontalBarChart
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from reportlab.graphics.shapes import Drawing, String
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from reportlab.lib import colors
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from reportlab.lib.colors import HexColor
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from reportlab.lib.enums import TA_CENTER, TA_JUSTIFY, TA_RIGHT
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from reportlab.lib.formatters import DecimalFormatter
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from reportlab.lib.pagesizes import A4
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from reportlab.lib.styles import ParagraphStyle
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from reportlab.lib.units import cm
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from reportlab.pdfbase import pdfmetrics
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from reportlab.pdfbase.pdfmetrics import registerFontFamily, stringWidth
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from reportlab.pdfbase.ttfonts import TTFont
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from reportlab.platypus import (
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BaseDocTemplate,
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Flowable,
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Image,
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NextPageTemplate,
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PageTemplate,
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Paragraph,
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Spacer,
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Table,
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TableStyle,
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)
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from reportlab.platypus.flowables import KeepTogether, TopPadder
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from reportlab.platypus.frames import Frame
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from svglib.svglib import svg2rlg
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from wbreport.models import ReportAsset
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from wbreport.pdf.charts.pie import (
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get_pie_chart_horizontal,
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get_pie_chart_horizontal_height,
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get_pie_chart_vertical,
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get_pie_chart_vertical_height,
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)
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from wbreport.pdf.charts.timeseries import Scale, get_timeseries_chart
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from wbreport.pdf.flowables.textboxes import TextBox, TextBoxWithImage, TextWithIcon
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from wbreport.pdf.tables.aggregated_tables import get_simple_aggregated_table
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from wbreport.pdf.tables.data_tables import get_simple_data_table
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def generate_report(context):
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debug = False
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### Product Data ###
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# Main Feature table as dictionary
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main_features_dict = context["information_table"]["Main Features"]
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# Monthly returns table as dataframe, None is no value
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monthly_returns = context["monthly_returns"]
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# Pie chart Dataframe
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geographical = context["geographical_breakdown"]
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currencies = context["currency_exposure"]
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allocation = context["asset_allocation"]
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marketcap = context["market_cap_distribution"]
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liquidity = context["equity_liquidity"]
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industry = context["industry_exposure"]
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# Price time serie as dataframe
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prices = context["prices"]
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# TOPs as list
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top_3_holdings = context["holdings"][0:3]
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top_3_contributors = context["top_contributors"]
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bottom_3_contributors = context["worst_contributors"]
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# {'high': {'price':low, 'date':date}, 'low' : {'price':high, 'date':date}}
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all_time_dict = context["all_time"]
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end = context["date"]
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general_data = {}
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general_data["date"] = end.strftime("%b %Y")
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general_data["colors"] = context["colors_palette"]
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general_data["title"] = context["title"].replace("&", "&")
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general_data["risk_scale"] = context["risk_scale"]
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general_data["introduction"] = context["introduction"]
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pdfmetrics.registerFont(TTFont("customfont", ReportAsset.objects.get(key="font-default").asset))
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pdfmetrics.registerFont(TTFont("customfont-bd", ReportAsset.objects.get(key="font-bd").asset))
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pdfmetrics.registerFont(TTFont("customfont-it", ReportAsset.objects.get(key="font-it").asset))
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registerFontFamily("customfont", normal="customfont", bold="customfont-bd", italic="customfont-it")
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# Page Variables
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LINEHEIGHT = 12
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HEADER_HEIGHT = 2.34 * cm
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FOOTER_HEIGHT = 2.34 * cm
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SIDE_MARGIN = 0.96 * cm
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TOP_MARGIN = 3.63 * cm
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CONTENT_OFFSET = 0.34 * cm
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CONTENT_MARGIN = SIDE_MARGIN + CONTENT_OFFSET
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CONTENT_HEIGHT = 22.25 * cm
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CONTENT_WIDTH_PAGE1_LEFT = 13.84 * cm
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CONTENT_WIDTH_PAGE1_RIGHT = 4.23 * cm
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CONTENT_WIDTH_PAGE2 = A4[0] - SIDE_MARGIN - CONTENT_MARGIN
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CONTENT_X_PAGE1_RIGHT = A4[0] - CONTENT_MARGIN - CONTENT_WIDTH_PAGE1_RIGHT
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CONTENT_Y = A4[1] - CONTENT_HEIGHT - TOP_MARGIN
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output = BytesIO()
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doc = BaseDocTemplate(
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output,
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pagesize=A4,
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rightMargin=0,
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leftMargin=0,
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topMargin=0,
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bottomMargin=0,
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title=general_data["title"],
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author="Atonra Partners SA",
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)
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elements = []
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s_base = ParagraphStyle(name="s_base", fontName="customfont", fontSize=9, leading=10)
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s_base_small_justified = ParagraphStyle(
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name="s_base_small_justified", parent=s_base, fontSize=6.5, leading=7, alignment=TA_JUSTIFY
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)
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s_base_small_justified_indent = ParagraphStyle(
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name="s_base_small_justified_indent", parent=s_base_small_justified, leftIndent=CONTENT_OFFSET
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)
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s_base_indent = ParagraphStyle(name="s_description", parent=s_base, spaceBefore=8, leftIndent=CONTENT_OFFSET)
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s_table_base = ParagraphStyle(
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name="s_table_base",
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fontName="customfont",
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fontSize=6,
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leading=6,
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)
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s_table_medium = ParagraphStyle(name="s_table_medium", parent=s_table_base, fontSize=9, leading=8)
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s_table_medium_leading = ParagraphStyle(name="s_table_medium_leading", parent=s_table_medium, leading=13.9)
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s_table_large = ParagraphStyle(name="s_table_large", parent=s_table_medium, fontSize=11, leading=11)
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s_table_large_center = ParagraphStyle(name="s_table_large", parent=s_table_large, alignment=TA_CENTER)
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s_table_large_center_padding = ParagraphStyle(
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name="s_table_large", parent=s_table_large_center, spaceBefore=20, spaceAfter=20
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)
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s_table_center = ParagraphStyle(
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name="s_table_center",
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parent=s_table_base,
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alignment=TA_CENTER,
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)
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s_table_center_high = ParagraphStyle(name="s_table_center", parent=s_table_center, leading=9, fontSize=8)
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s_table_right = ParagraphStyle(name="s_table_right", parent=s_table_base, alignment=TA_RIGHT)
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s_table_center = ParagraphStyle(name="s_table_center", parent=s_table_base, alignment=TA_CENTER)
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s_table_headline = ParagraphStyle(
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name="s_table_headline",
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parent=s_table_base,
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fontSize=16,
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leading=16,
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)
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s_table_headline_2 = ParagraphStyle(
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name="s_table_headline_2",
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parent=s_table_base,
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fontSize=10,
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leading=10,
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)
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# Setup Colors
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c_product = HexColor(general_data["colors"][0])
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c_product_alpha = HexColor(f"{general_data['colors'][0]}20", hasAlpha=True)
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c_table_border = HexColor(0x9EA3AC)
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c_grid_color = HexColor(0xB6BAC1)
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c_box_color = HexColor(0x3C4859)
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c_table_background = colors.HexColor(0xE2E3E6)
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# Frame and Page Layout
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frame_defaults = {"showBoundary": debug, "leftPadding": 0, "rightPadding": 0, "topPadding": 0, "bottomPadding": 0}
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text_frame = Frame(
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x1=SIDE_MARGIN,
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y1=CONTENT_Y,
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width=CONTENT_WIDTH_PAGE1_LEFT,
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height=CONTENT_HEIGHT,
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id="text_frame",
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**frame_defaults,
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)
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main_features_frame = Frame(
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x1=CONTENT_X_PAGE1_RIGHT,
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y1=CONTENT_Y,
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width=CONTENT_WIDTH_PAGE1_RIGHT,
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height=CONTENT_HEIGHT,
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id="main_features_frame",
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**frame_defaults,
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)
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second_page = Frame(
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x1=SIDE_MARGIN,
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y1=CONTENT_Y,
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width=CONTENT_WIDTH_PAGE2,
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height=CONTENT_HEIGHT,
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id="second_page",
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**frame_defaults,
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)
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def on_page(canv, dock):
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canv.saveState()
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# Header
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canv.setFillColor(c_box_color)
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canv.rect(0, A4[1] - HEADER_HEIGHT, A4[0], HEADER_HEIGHT, fill=True, stroke=False)
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colors = [
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HexColor(0xFFB166),
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HexColor(0x8CD66B),
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HexColor(0x05D6A1),
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HexColor(0x01ABAA),
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HexColor(0x70D6FF),
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HexColor(0x0585FF),
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HexColor(0x5724D9),
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HexColor(0xA359E5),
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HexColor(0xEF476F),
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]
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height = 0.13 * cm
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width = A4[0] / len(colors)
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for index, color in enumerate(colors):
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canv.setFillColor(color)
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canv.rect(0 + index * width, A4[1] - HEADER_HEIGHT - height, width, height, fill=True, stroke=False)
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# Footer
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canv.setFillColor(c_box_color)
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canv.rect(0, 0, A4[0], FOOTER_HEIGHT, fill=True, stroke=False)
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for index, color in enumerate(colors):
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canv.setFillColor(color)
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canv.rect(0 + index * width, FOOTER_HEIGHT, width, height, fill=True, stroke=False)
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drawing = svg2rlg(ReportAsset.objects.get(key="logo").asset)
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width, height = drawing.width, drawing.height
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height = 1.295 * cm
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scaling_factor = 1.295 * cm / drawing.height
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drawing.scale(scaling_factor, scaling_factor)
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renderPDF.draw(
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drawing, canv, ((A4[0] - width * scaling_factor) / 2), A4[1] - height - (HEADER_HEIGHT - height) / 2
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)
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reportlab_image = Image(ReportAsset.objects.get(key="footer-text").asset)
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width, height = reportlab_image.imageWidth, reportlab_image.imageHeight
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ratio = float(width) / float(height)
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height = 0.436 * cm
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width = height * ratio
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reportlab_image.drawWidth = width
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reportlab_image.drawHeight = height
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|
+
reportlab_image.drawOn(canv, (A4[0] - width) / 2, (FOOTER_HEIGHT - height) / 2)
|
|
252
|
+
|
|
253
|
+
canv.restoreState()
|
|
254
|
+
|
|
255
|
+
doc.addPageTemplates(
|
|
256
|
+
[
|
|
257
|
+
PageTemplate(id="page", onPage=on_page, frames=[text_frame, main_features_frame]),
|
|
258
|
+
PageTemplate(id="second_page", onPage=on_page, frames=[second_page]),
|
|
259
|
+
]
|
|
260
|
+
)
|
|
261
|
+
|
|
262
|
+
elements.append(NextPageTemplate(["second_page"]))
|
|
263
|
+
|
|
264
|
+
def generate_title(title):
|
|
265
|
+
table_data = [[Paragraph("", style=s_table_headline), Paragraph(title, style=s_table_headline)]]
|
|
266
|
+
title_table = Table(table_data, colWidths=[0.14 * cm, None], rowHeights=[0.41 * cm])
|
|
267
|
+
title_table.setStyle(
|
|
268
|
+
TableStyle(
|
|
269
|
+
[
|
|
270
|
+
("BACKGROUND", (0, 0), (0, 0), c_product),
|
|
271
|
+
("LEFTPADDING", (0, 0), (-1, -1), 0),
|
|
272
|
+
("LEFTPADDING", (1, 0), (-1, -1), 0.2 * cm),
|
|
273
|
+
("RIGHTPADDING", (0, 0), (-1, -1), 0),
|
|
274
|
+
("TOPPADDING", (0, 0), (-1, -1), 0),
|
|
275
|
+
("BOTTOMPADDING", (0, 0), (-1, -1), 0),
|
|
276
|
+
]
|
|
277
|
+
)
|
|
278
|
+
)
|
|
279
|
+
return title_table
|
|
280
|
+
|
|
281
|
+
def impress(l):
|
|
282
|
+
style = s_table_headline_2
|
|
283
|
+
table_data = [
|
|
284
|
+
[
|
|
285
|
+
Paragraph("", style=style),
|
|
286
|
+
Paragraph("Important information", style=style),
|
|
287
|
+
],
|
|
288
|
+
[
|
|
289
|
+
Paragraph("", style=style),
|
|
290
|
+
Paragraph(ReportAsset.objects.get(key="disclaimer").text, style=s_base_small_justified),
|
|
291
|
+
],
|
|
292
|
+
]
|
|
293
|
+
|
|
294
|
+
t = Table(table_data, colWidths=[0.14 * cm, None], rowHeights=[0.41 * cm, None])
|
|
295
|
+
t.setStyle(
|
|
296
|
+
TableStyle(
|
|
297
|
+
[
|
|
298
|
+
("BACKGROUND", (0, 0), (0, 0), colors.white),
|
|
299
|
+
("LEFTPADDING", (0, 0), (-1, -1), 0),
|
|
300
|
+
("LEFTPADDING", (1, 0), (-1, -1), 0.2 * cm),
|
|
301
|
+
("RIGHTPADDING", (0, 0), (-1, -1), 0),
|
|
302
|
+
("TOPPADDING", (0, 0), (-1, -1), 0),
|
|
303
|
+
("TOPPADDING", (0, 1), (-1, -1), 0.334 * cm),
|
|
304
|
+
("BOTTOMPADDING", (0, 0), (-1, -1), 0),
|
|
305
|
+
("BOTTOMPADDING", (0, -1), (-1, -1), 0.7 * cm),
|
|
306
|
+
]
|
|
307
|
+
)
|
|
308
|
+
)
|
|
309
|
+
l.append(KeepTogether(TopPadder(t)))
|
|
310
|
+
|
|
311
|
+
# Description
|
|
312
|
+
elements.append(generate_title(general_data["title"]))
|
|
313
|
+
elements.append(Paragraph(general_data["introduction"], style=s_base_indent))
|
|
314
|
+
elements.append(Spacer(height=LINEHEIGHT * 2, width=0))
|
|
315
|
+
|
|
316
|
+
# Monthly Returns
|
|
317
|
+
elements.append(generate_title("Monthly Returns (%)"))
|
|
318
|
+
elements.append(Spacer(height=LINEHEIGHT * 1, width=0))
|
|
319
|
+
elements.append(
|
|
320
|
+
get_simple_aggregated_table(
|
|
321
|
+
df=monthly_returns,
|
|
322
|
+
width=CONTENT_WIDTH_PAGE1_LEFT,
|
|
323
|
+
row_height=0.389 * cm,
|
|
324
|
+
header_style=s_table_center,
|
|
325
|
+
row_style=s_table_center,
|
|
326
|
+
data_style=s_table_right,
|
|
327
|
+
grid_color=c_table_border,
|
|
328
|
+
offset=CONTENT_OFFSET,
|
|
329
|
+
debug=debug,
|
|
330
|
+
)
|
|
331
|
+
)
|
|
332
|
+
elements.append(Spacer(height=LINEHEIGHT * 2, width=0))
|
|
333
|
+
|
|
334
|
+
# Price Timeseries Chart
|
|
335
|
+
elements.append(
|
|
336
|
+
get_timeseries_chart(
|
|
337
|
+
data=[list(zip(prices.index, prices.net_value))],
|
|
338
|
+
width=CONTENT_WIDTH_PAGE1_LEFT - CONTENT_OFFSET,
|
|
339
|
+
height=4.34 * cm,
|
|
340
|
+
color=c_product,
|
|
341
|
+
fill_color=c_product_alpha,
|
|
342
|
+
grid_color=c_grid_color,
|
|
343
|
+
scale=Scale.LOGARITHMIC.value,
|
|
344
|
+
debug=debug,
|
|
345
|
+
x=CONTENT_OFFSET,
|
|
346
|
+
)
|
|
347
|
+
)
|
|
348
|
+
elements.append(Spacer(height=LINEHEIGHT * 2, width=0))
|
|
349
|
+
|
|
350
|
+
# Top 3
|
|
351
|
+
elements.append(
|
|
352
|
+
get_simple_data_table(
|
|
353
|
+
headers=[
|
|
354
|
+
"<strong>Top 3 Holdings</strong>",
|
|
355
|
+
"<strong>Top 3 Contributors</strong>",
|
|
356
|
+
"<strong>Bottom 3 Contributors</strong>",
|
|
357
|
+
],
|
|
358
|
+
data=list(zip(top_3_holdings, top_3_contributors, bottom_3_contributors)),
|
|
359
|
+
width=CONTENT_WIDTH_PAGE1_LEFT,
|
|
360
|
+
header_row_height=0.85 * cm,
|
|
361
|
+
data_row_height=0.39 * cm,
|
|
362
|
+
margin=0.16 * cm,
|
|
363
|
+
header_style=s_table_medium,
|
|
364
|
+
data_style=s_table_base,
|
|
365
|
+
grid_color=c_table_border,
|
|
366
|
+
offset=CONTENT_OFFSET,
|
|
367
|
+
debug=debug,
|
|
368
|
+
)
|
|
369
|
+
)
|
|
370
|
+
|
|
371
|
+
# More Information Box
|
|
372
|
+
elements.append(
|
|
373
|
+
TopPadder(
|
|
374
|
+
TextBoxWithImage(
|
|
375
|
+
width=CONTENT_WIDTH_PAGE1_LEFT,
|
|
376
|
+
height=1.36 * cm,
|
|
377
|
+
img=ReportAsset.objects.get(key="robot").asset,
|
|
378
|
+
img_x=0.516 * cm,
|
|
379
|
+
img_y=-0.8 * cm,
|
|
380
|
+
img_width=2.89 * cm,
|
|
381
|
+
img_height=2.89 * cm,
|
|
382
|
+
text='<strong>Click here to learn more:</strong> <a href="https://www.atonra.ch/our-research/">www.atonra.ch/our-research/</a>',
|
|
383
|
+
text_style=s_table_center_high,
|
|
384
|
+
box_color=c_table_background,
|
|
385
|
+
offset=CONTENT_OFFSET,
|
|
386
|
+
debug=debug,
|
|
387
|
+
)
|
|
388
|
+
)
|
|
389
|
+
)
|
|
390
|
+
|
|
391
|
+
elements.append(platypus.FrameBreak("main_features_frame"))
|
|
392
|
+
|
|
393
|
+
# Main Features Table
|
|
394
|
+
|
|
395
|
+
MAIN_FEATURES_COLOR_BAR_HEIGHT = 0.23 * cm
|
|
396
|
+
MAIN_FEATURES_GAP_HEIGHT = 0.17 * cm
|
|
397
|
+
MAIN_FEATURES_TITLE_HEIGHT = 1.94 * cm
|
|
398
|
+
MAIN_FEATURES_TITLE1_HEIGHT = 0.74 * cm
|
|
399
|
+
|
|
400
|
+
table_data = [
|
|
401
|
+
[Spacer(width=0, height=0)],
|
|
402
|
+
[
|
|
403
|
+
TextWithIcon(
|
|
404
|
+
width=CONTENT_WIDTH_PAGE1_RIGHT,
|
|
405
|
+
height=MAIN_FEATURES_TITLE_HEIGHT,
|
|
406
|
+
text=general_data["date"],
|
|
407
|
+
font="customfont-bd",
|
|
408
|
+
font_size=11,
|
|
409
|
+
icon=context["logo_file"] if "logo_file" in context else None,
|
|
410
|
+
)
|
|
411
|
+
],
|
|
412
|
+
[Paragraph("<strong>MAIN FEATURES</strong>", style=s_table_center)],
|
|
413
|
+
[Spacer(width=0, height=0)],
|
|
414
|
+
]
|
|
415
|
+
|
|
416
|
+
for label, value in main_features_dict.items():
|
|
417
|
+
if isinstance(value, date):
|
|
418
|
+
value = value.strftime("%d-%b-%y")
|
|
419
|
+
elif isinstance(value, (Decimal, float)):
|
|
420
|
+
value = "%.2f" % value
|
|
421
|
+
elif isinstance(value, int):
|
|
422
|
+
value = str(value)
|
|
423
|
+
elif value is None:
|
|
424
|
+
value = ""
|
|
425
|
+
|
|
426
|
+
if label.lower() in ["currency", "last price"]:
|
|
427
|
+
table_data.append(
|
|
428
|
+
[
|
|
429
|
+
Paragraph(f"<strong>{label.upper()}</strong>", style=s_table_base),
|
|
430
|
+
Paragraph(f"<strong>{value.upper()}</strong>", style=s_table_base),
|
|
431
|
+
]
|
|
432
|
+
)
|
|
433
|
+
else:
|
|
434
|
+
table_data.append(
|
|
435
|
+
[
|
|
436
|
+
Paragraph(label.upper(), style=s_table_base),
|
|
437
|
+
Paragraph(value.upper(), style=s_table_base),
|
|
438
|
+
]
|
|
439
|
+
)
|
|
440
|
+
|
|
441
|
+
table_data.extend([[Spacer(width=0, height=0)], [Spacer(width=0, height=0)]])
|
|
442
|
+
|
|
443
|
+
row_heights = [
|
|
444
|
+
MAIN_FEATURES_COLOR_BAR_HEIGHT,
|
|
445
|
+
MAIN_FEATURES_TITLE_HEIGHT,
|
|
446
|
+
MAIN_FEATURES_TITLE1_HEIGHT,
|
|
447
|
+
MAIN_FEATURES_GAP_HEIGHT,
|
|
448
|
+
]
|
|
449
|
+
row_heights.extend([None] * (len(table_data) - 6))
|
|
450
|
+
row_heights.extend([MAIN_FEATURES_GAP_HEIGHT, MAIN_FEATURES_COLOR_BAR_HEIGHT])
|
|
451
|
+
|
|
452
|
+
t = Table(table_data, rowHeights=row_heights, colWidths=[CONTENT_WIDTH_PAGE1_RIGHT / 2] * 2)
|
|
453
|
+
table_styles = [
|
|
454
|
+
("BACKGROUND", (0, 0), (1, 0), c_product), # Top Color Bar
|
|
455
|
+
("BACKGROUND", (0, -1), (1, -1), c_product), # Bottom Color Bar
|
|
456
|
+
("BACKGROUND", (0, 2), (-1, 2), c_table_background), # Title Background
|
|
457
|
+
("LINEABOVE", (0, 2), (-1, 2), 0.25, colors.HexColor("#6d7683")), # Title Line Above
|
|
458
|
+
("LINEBELOW", (0, 2), (-1, 2), 0.25, colors.HexColor("#6d7683")), # Title Line Below
|
|
459
|
+
("LINEBEFORE", (1, 3), (1, -2), 0.25, colors.HexColor("#6d7683")), # Data Vertical Seperator
|
|
460
|
+
("SPAN", (0, 1), (-1, 1)), # Col Span Title
|
|
461
|
+
("SPAN", (0, 2), (-1, 2)), # Col Span Title1
|
|
462
|
+
("LEFTPADDING", (0, 1), (0, -1), 0), # Leftpadding Data Labels
|
|
463
|
+
("LEFTPADDING", (1, 1), (1, -1), 0.28 * cm), # Leftpadding Data Values
|
|
464
|
+
("VALIGN", (0, 1), (-1, -1), "MIDDLE"),
|
|
465
|
+
]
|
|
466
|
+
|
|
467
|
+
if debug:
|
|
468
|
+
table_styles.extend(
|
|
469
|
+
[
|
|
470
|
+
("INNERGRID", (0, 0), (-1, -1), 0.25, colors.black),
|
|
471
|
+
("BOX", (0, 0), (-1, -1), 0.25, colors.black),
|
|
472
|
+
]
|
|
473
|
+
)
|
|
474
|
+
|
|
475
|
+
t.setStyle(TableStyle(table_styles))
|
|
476
|
+
|
|
477
|
+
elements.append(t)
|
|
478
|
+
elements.append(Spacer(height=LINEHEIGHT * 1, width=0))
|
|
479
|
+
|
|
480
|
+
# All time table
|
|
481
|
+
table_data = [
|
|
482
|
+
[
|
|
483
|
+
Paragraph("<strong>ALL TIME HIGH</strong>", style=s_table_center),
|
|
484
|
+
Paragraph("<strong>ALL TIME LOW</strong>", style=s_table_center),
|
|
485
|
+
],
|
|
486
|
+
[
|
|
487
|
+
Paragraph("", style=s_table_center),
|
|
488
|
+
Paragraph("", style=s_table_center),
|
|
489
|
+
],
|
|
490
|
+
]
|
|
491
|
+
|
|
492
|
+
table_data.append(
|
|
493
|
+
[
|
|
494
|
+
Paragraph(f'PRICE: {all_time_dict["high"]["price"]:.1f}', style=s_table_center),
|
|
495
|
+
Paragraph(f'PRICE: {all_time_dict["low"]["price"]:.1f}', style=s_table_center),
|
|
496
|
+
],
|
|
497
|
+
)
|
|
498
|
+
table_data.append(
|
|
499
|
+
[
|
|
500
|
+
Paragraph(f'DATE: {all_time_dict["high"]["date"]:%d-%b-%y}', style=s_table_center),
|
|
501
|
+
Paragraph(f'DATE: {all_time_dict["low"]["date"]:%d-%b-%y}', style=s_table_center),
|
|
502
|
+
],
|
|
503
|
+
)
|
|
504
|
+
table_data.append(
|
|
505
|
+
[
|
|
506
|
+
Paragraph("", style=s_table_center),
|
|
507
|
+
Paragraph("", style=s_table_center),
|
|
508
|
+
]
|
|
509
|
+
)
|
|
510
|
+
|
|
511
|
+
row_heights = [0.74 * cm, 0.17 * cm, None, None, 0.17 * cm]
|
|
512
|
+
|
|
513
|
+
t = Table(table_data, rowHeights=row_heights)
|
|
514
|
+
t.setStyle(
|
|
515
|
+
TableStyle(
|
|
516
|
+
[
|
|
517
|
+
("BACKGROUND", (0, 0), (1, 0), c_table_background),
|
|
518
|
+
("LINEABOVE", (0, 0), (1, 0), 0.25, colors.HexColor("#6d7683")),
|
|
519
|
+
("LINEBELOW", (0, 0), (1, 0), 0.25, colors.HexColor("#6d7683")),
|
|
520
|
+
("LINEBELOW", (0, -1), (1, -1), 0.25, colors.HexColor("#6d7683")),
|
|
521
|
+
("LINEBEFORE", (1, 0), (1, -1), 0.25, colors.HexColor("#6d7683")),
|
|
522
|
+
("VALIGN", (0, 0), (-1, -1), "MIDDLE"),
|
|
523
|
+
("LEFTPADDING", (0, 0), (-1, -1), 0),
|
|
524
|
+
("RIGHTPADDING", (0, 0), (-1, -1), 0),
|
|
525
|
+
]
|
|
526
|
+
)
|
|
527
|
+
)
|
|
528
|
+
|
|
529
|
+
elements.append(t)
|
|
530
|
+
|
|
531
|
+
elements.append(
|
|
532
|
+
TopPadder(
|
|
533
|
+
TextBox(
|
|
534
|
+
width=CONTENT_WIDTH_PAGE1_RIGHT,
|
|
535
|
+
height=4.37 * cm,
|
|
536
|
+
text='<strong>Investment Team:</strong><br />a seasoned team of<br />portfolio managers /<br />analysts and engineers<br />supported by the full<br />resources of AtonRâ<br />Partners.<br /><br /><strong><a href="https://atonra.ch/who-we-are/our-team/">Click here to discover<br />the entire team</a></strong>',
|
|
537
|
+
text_style=s_table_center_high,
|
|
538
|
+
box_color=c_table_background,
|
|
539
|
+
debug=debug,
|
|
540
|
+
)
|
|
541
|
+
)
|
|
542
|
+
)
|
|
543
|
+
|
|
544
|
+
# Second Page
|
|
545
|
+
elements.append(platypus.PageBreak("second_page"))
|
|
546
|
+
elements.append(generate_title(general_data["title"]))
|
|
547
|
+
elements.append(Spacer(height=LINEHEIGHT * 1, width=0))
|
|
548
|
+
|
|
549
|
+
def get_bar_chart_height(df, bar_width=0.12 * cm, bar_padding=0.3 * cm, max_label_width=3.35 * cm):
|
|
550
|
+
number_of_items = len(df)
|
|
551
|
+
return number_of_items * (bar_width + 2 * bar_padding)
|
|
552
|
+
|
|
553
|
+
def get_bar_chart(df, width, height, bar_width=0.12 * cm, bar_padding=0.3 * cm, max_label_width=3.35 * cm):
|
|
554
|
+
font_size = 6
|
|
555
|
+
drawing = Drawing(width, height)
|
|
556
|
+
bar_chart = HorizontalBarChart()
|
|
557
|
+
|
|
558
|
+
data = list()
|
|
559
|
+
categories = list()
|
|
560
|
+
for index, row in enumerate(df.itertuples()):
|
|
561
|
+
data.append(row.weighting * 100)
|
|
562
|
+
categories.append(f"{row.aggregated_title} ({row.weighting*100:.1f}%)")
|
|
563
|
+
|
|
564
|
+
max_label = 0
|
|
565
|
+
_categories = list()
|
|
566
|
+
for category in categories:
|
|
567
|
+
_w = stringWidth(category, "customfont", font_size)
|
|
568
|
+
if _w > max_label_width:
|
|
569
|
+
split_list = category.split(" ")
|
|
570
|
+
splitter = int(len(split_list) * 2 / 3)
|
|
571
|
+
|
|
572
|
+
part_1 = " ".join(split_list[:splitter])
|
|
573
|
+
part_2 = " ".join(split_list[splitter:])
|
|
574
|
+
category = part_1 + "\n" + part_2
|
|
575
|
+
_w1 = stringWidth(part_1, "customfont", font_size)
|
|
576
|
+
_w2 = stringWidth(part_2, "customfont", font_size)
|
|
577
|
+
_w = max(_w1, _w2)
|
|
578
|
+
_categories.append(category)
|
|
579
|
+
max_label = max(max_label, _w - bar_chart.categoryAxis.labels.dx)
|
|
580
|
+
|
|
581
|
+
bar_chart.width = width - max_label
|
|
582
|
+
|
|
583
|
+
bar_chart.height = height
|
|
584
|
+
bar_chart.x = width - bar_chart.width
|
|
585
|
+
bar_chart.y = 0
|
|
586
|
+
|
|
587
|
+
bar_chart.data = [list(reversed(data))]
|
|
588
|
+
bar_chart.categoryAxis.categoryNames = list(reversed(_categories))
|
|
589
|
+
bar_chart.categoryAxis.labels.boxAnchor = "e"
|
|
590
|
+
bar_chart.categoryAxis.labels.textAnchor = "end"
|
|
591
|
+
bar_chart.categoryAxis.labels.fontName = "customfont"
|
|
592
|
+
bar_chart.categoryAxis.labels.fontSize = font_size
|
|
593
|
+
bar_chart.categoryAxis.labels.leading = font_size
|
|
594
|
+
|
|
595
|
+
bar_chart.barWidth = bar_width
|
|
596
|
+
bar_chart.bars.strokeColor = colors.transparent
|
|
597
|
+
bar_chart.bars[0].fillColor = c_product
|
|
598
|
+
|
|
599
|
+
# x-Axis
|
|
600
|
+
bar_chart.valueAxis.labelTextFormat = DecimalFormatter(0, suffix="%")
|
|
601
|
+
bar_chart.valueAxis.labels.fontName = "customfont"
|
|
602
|
+
bar_chart.valueAxis.labels.fontSize = 6
|
|
603
|
+
|
|
604
|
+
bar_chart.valueAxis.strokeWidth = -1
|
|
605
|
+
bar_chart.valueAxis.gridStrokeColor = c_grid_color
|
|
606
|
+
bar_chart.valueAxis.gridStrokeDashArray = (0.2, 0, 0.2)
|
|
607
|
+
|
|
608
|
+
bar_chart.valueAxis.visibleGrid = True
|
|
609
|
+
bar_chart.valueAxis.forceZero = True
|
|
610
|
+
|
|
611
|
+
bar_chart.categoryAxis.strokeWidth = 0.5
|
|
612
|
+
bar_chart.categoryAxis.strokeColor = HexColor(0x6D7683)
|
|
613
|
+
bar_chart.categoryAxis.tickLeft = 0
|
|
614
|
+
bar_chart.categoryAxis.labels.fontName = "customfont"
|
|
615
|
+
bar_chart.categoryAxis.labels.fontSize = 6
|
|
616
|
+
drawing.add(bar_chart)
|
|
617
|
+
drawing.add(String(0, -25, "", fontName="customfont", fontSize=6, fillColor=colors.black))
|
|
618
|
+
return drawing
|
|
619
|
+
|
|
620
|
+
class RiskScaleFlowable(Flowable):
|
|
621
|
+
def __init__(self, height, risk, text=None):
|
|
622
|
+
super().__init__()
|
|
623
|
+
self.risk = risk
|
|
624
|
+
self.height = height
|
|
625
|
+
self.risk_text = (
|
|
626
|
+
text
|
|
627
|
+
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."
|
|
628
|
+
)
|
|
629
|
+
|
|
630
|
+
def draw(self):
|
|
631
|
+
width = 0.4 * cm
|
|
632
|
+
gap = 1.177 * cm
|
|
633
|
+
# y = (2.15 + 1) * cm
|
|
634
|
+
y = self.height - 0.868 * cm
|
|
635
|
+
x_offset = 0.883 * cm
|
|
636
|
+
self.canv.setFillColor(HexColor(0x9EA3AC))
|
|
637
|
+
for x in range(7):
|
|
638
|
+
_x = x * gap + x_offset
|
|
639
|
+
if x == self.risk - 1:
|
|
640
|
+
self.canv.setFillColor(HexColor(0x3C4859))
|
|
641
|
+
self.canv.circle(_x, y, width, fill=True, stroke=False)
|
|
642
|
+
self.canv.setFillColor(HexColor(0x9EA3AC))
|
|
643
|
+
else:
|
|
644
|
+
self.canv.circle(_x, y, width, fill=True, stroke=False)
|
|
645
|
+
|
|
646
|
+
self.canv.setFillColor(colors.white)
|
|
647
|
+
self.canv.setFont("customfont-bd", 11)
|
|
648
|
+
self.canv.drawCentredString(_x, y - 4, str(x + 1))
|
|
649
|
+
self.canv.setFillColor(HexColor(0x9EA3AC))
|
|
650
|
+
|
|
651
|
+
self.canv.setFillColor(HexColor(0x6D7683))
|
|
652
|
+
self.canv.setStrokeColor(HexColor(0x6D7683))
|
|
653
|
+
|
|
654
|
+
arrow_offset = 0.2 * cm
|
|
655
|
+
|
|
656
|
+
p = self.canv.beginPath()
|
|
657
|
+
origin = (x_offset - arrow_offset, y - 0.868 * cm)
|
|
658
|
+
p.moveTo(*origin)
|
|
659
|
+
p.lineTo(origin[0] + 0.059 * cm, origin[1] + 0.08 * cm)
|
|
660
|
+
p.lineTo(origin[0] - 0.165 * cm, origin[1])
|
|
661
|
+
p.lineTo(origin[0] + 0.059 * cm, origin[1] - 0.08 * cm)
|
|
662
|
+
self.canv.drawPath(p, fill=True, stroke=False)
|
|
663
|
+
|
|
664
|
+
p = self.canv.beginPath()
|
|
665
|
+
origin = (6 * gap + x_offset + arrow_offset, y - 0.868 * cm)
|
|
666
|
+
p.moveTo(origin[0], origin[1])
|
|
667
|
+
p.lineTo(origin[0] - 0.059 * cm, origin[1] + 0.08 * cm)
|
|
668
|
+
p.lineTo(origin[0] + 0.165 * cm, origin[1])
|
|
669
|
+
p.lineTo(origin[0] - 0.059 * cm, origin[1] - 0.08 * cm)
|
|
670
|
+
self.canv.drawPath(p, fill=True, stroke=False)
|
|
671
|
+
|
|
672
|
+
self.canv.setLineWidth(0.02 * cm)
|
|
673
|
+
p = self.canv.beginPath()
|
|
674
|
+
self.canv.line(x_offset - arrow_offset, y - 0.868 * cm, 6 * gap + x_offset + arrow_offset, y - 0.868 * cm)
|
|
675
|
+
|
|
676
|
+
self.canv.setFont("customfont", 6)
|
|
677
|
+
self.canv.setFillColor(colors.black)
|
|
678
|
+
self.canv.drawString(x_offset - arrow_offset - 0.165 * cm, y - 1.2 * cm, "LOWER RISK")
|
|
679
|
+
|
|
680
|
+
text_width = stringWidth("HIGHER RISK", "customfont", 6)
|
|
681
|
+
self.canv.drawString(
|
|
682
|
+
6 * gap + x_offset + arrow_offset + 0.165 * cm - text_width, y - 1.2 * cm, "HIGHER RISK"
|
|
683
|
+
)
|
|
684
|
+
|
|
685
|
+
para = Paragraph(self.risk_text, style=s_base_small_justified)
|
|
686
|
+
para.wrapOn(self.canv, 250, 8.954 * cm)
|
|
687
|
+
para.drawOn(self.canv, 0, y - 2.5 * cm)
|
|
688
|
+
|
|
689
|
+
TABLE_MARGIN = 0.56 * cm
|
|
690
|
+
NUM_CHARTS_FIRST_ROW = 4
|
|
691
|
+
WIDTH_CHARTS_FIRST_ROW = (
|
|
692
|
+
(CONTENT_WIDTH_PAGE2 - CONTENT_OFFSET) - ((NUM_CHARTS_FIRST_ROW - 1) * TABLE_MARGIN)
|
|
693
|
+
) / NUM_CHARTS_FIRST_ROW
|
|
694
|
+
|
|
695
|
+
max_height = max(
|
|
696
|
+
[
|
|
697
|
+
get_pie_chart_vertical_height(geographical, legend_max_cols=10),
|
|
698
|
+
get_pie_chart_vertical_height(currencies),
|
|
699
|
+
get_pie_chart_vertical_height(allocation),
|
|
700
|
+
get_pie_chart_vertical_height(marketcap),
|
|
701
|
+
]
|
|
702
|
+
)
|
|
703
|
+
geographical_pie_chart = get_pie_chart_vertical(
|
|
704
|
+
geographical, WIDTH_CHARTS_FIRST_ROW, max_height, general_data["colors"], legend_max_cols=10
|
|
705
|
+
)
|
|
706
|
+
currencies_pie_chart = get_pie_chart_vertical(
|
|
707
|
+
currencies, WIDTH_CHARTS_FIRST_ROW, max_height, general_data["colors"]
|
|
708
|
+
)
|
|
709
|
+
allocation_pie_chart = get_pie_chart_vertical(
|
|
710
|
+
allocation, WIDTH_CHARTS_FIRST_ROW, max_height, general_data["colors"]
|
|
711
|
+
)
|
|
712
|
+
marketcap_pie_chart = get_pie_chart_vertical(marketcap, WIDTH_CHARTS_FIRST_ROW, max_height, general_data["colors"])
|
|
713
|
+
|
|
714
|
+
top_3_td = [
|
|
715
|
+
[
|
|
716
|
+
Spacer(width=0, height=0),
|
|
717
|
+
Paragraph("<strong>Geographical<br />Breakdown</strong>", style=s_table_medium_leading),
|
|
718
|
+
Spacer(width=0, height=0),
|
|
719
|
+
Paragraph("<strong>Currency<br />Exposure</strong>", style=s_table_medium_leading),
|
|
720
|
+
Spacer(width=0, height=0),
|
|
721
|
+
Paragraph("<strong>Asset<br />Allocation</strong>", style=s_table_medium_leading),
|
|
722
|
+
Spacer(width=0, height=0),
|
|
723
|
+
Paragraph(
|
|
724
|
+
f"<strong>Market Cap<br />Distributions ({context['currency']})</strong>", style=s_table_medium_leading
|
|
725
|
+
),
|
|
726
|
+
],
|
|
727
|
+
[
|
|
728
|
+
Spacer(width=0, height=0),
|
|
729
|
+
geographical_pie_chart,
|
|
730
|
+
Spacer(width=0, height=0),
|
|
731
|
+
currencies_pie_chart,
|
|
732
|
+
Spacer(width=0, height=0),
|
|
733
|
+
allocation_pie_chart,
|
|
734
|
+
Spacer(width=0, height=0),
|
|
735
|
+
marketcap_pie_chart,
|
|
736
|
+
],
|
|
737
|
+
]
|
|
738
|
+
|
|
739
|
+
cols = [CONTENT_OFFSET]
|
|
740
|
+
cols.extend([WIDTH_CHARTS_FIRST_ROW, TABLE_MARGIN] * NUM_CHARTS_FIRST_ROW)
|
|
741
|
+
cols.pop(-1)
|
|
742
|
+
|
|
743
|
+
top_3_t = Table(
|
|
744
|
+
top_3_td,
|
|
745
|
+
colWidths=cols,
|
|
746
|
+
rowHeights=[
|
|
747
|
+
1.4 * cm,
|
|
748
|
+
max_height,
|
|
749
|
+
],
|
|
750
|
+
)
|
|
751
|
+
top_3_table_styles = [
|
|
752
|
+
("VALIGN", (0, 0), (-1, 0), "MIDDLE"),
|
|
753
|
+
("LEFTPADDING", (0, 0), (-1, -1), 0),
|
|
754
|
+
("BOTTOMPADDING", (0, 0), (-1, -1), 0),
|
|
755
|
+
]
|
|
756
|
+
|
|
757
|
+
for col in range(1, NUM_CHARTS_FIRST_ROW * 2, 2):
|
|
758
|
+
top_3_table_styles.extend(
|
|
759
|
+
[
|
|
760
|
+
("LINEABOVE", (col, 0), (col, 0), 0.25, c_box_color),
|
|
761
|
+
("LINEBELOW", (col, 0), (col, 0), 0.25, c_box_color),
|
|
762
|
+
]
|
|
763
|
+
)
|
|
764
|
+
|
|
765
|
+
if debug:
|
|
766
|
+
top_3_table_styles.extend(
|
|
767
|
+
[
|
|
768
|
+
("BOX", (0, 0), (-1, -1), 0.25, c_box_color),
|
|
769
|
+
("INNERGRID", (0, 0), (-1, -1), 0.25, c_box_color),
|
|
770
|
+
]
|
|
771
|
+
)
|
|
772
|
+
|
|
773
|
+
top_3_t.setStyle(TableStyle(top_3_table_styles))
|
|
774
|
+
elements.append(top_3_t)
|
|
775
|
+
|
|
776
|
+
# top_3_t.setStyle(
|
|
777
|
+
# TableStyle(
|
|
778
|
+
# [
|
|
779
|
+
# ("BOX", (0, 0), (-1, -1), 0.25, c_box_color),
|
|
780
|
+
# ("INNERGRID", (0, 0), (-1, -1), 0.25, c_box_color),
|
|
781
|
+
# ("LINEABOVE", (1, 0), (1, 0), 0.25, c_box_color),
|
|
782
|
+
# ("LINEBELOW", (1, 0), (1, 0), 0.25, c_box_color),
|
|
783
|
+
# ("LINEABOVE", (3, 0), (3, 0), 0.25, c_box_color),
|
|
784
|
+
# ("LINEBELOW", (3, 0), (3, 0), 0.25, c_box_color),
|
|
785
|
+
# ("LINEABOVE", (5, 0), (5, 0), 0.25, c_box_color),
|
|
786
|
+
# ("LINEBELOW", (5, 0), (5, 0), 0.25, c_box_color),
|
|
787
|
+
# ("LINEABOVE", (7, 0), (7, 0), 0.25, c_box_color),
|
|
788
|
+
# ("LINEBELOW", (7, 0), (7, 0), 0.25, c_box_color),
|
|
789
|
+
# ("VALIGN", (0, 0), (-1, 0), "MIDDLE"),
|
|
790
|
+
# ("LEFTPADDING", (0, 0), (-1, -1), 0),
|
|
791
|
+
# ("SPAN", (1, 2), (3, 2)),
|
|
792
|
+
# ("SPAN", (1, 3), (3, 3)),
|
|
793
|
+
# ("SPAN", (1, 4), (3, 4)),
|
|
794
|
+
# ("SPAN", (5, 2), (7, 2)),
|
|
795
|
+
# ("SPAN", (1, 5), (3, 5)),
|
|
796
|
+
# ("SPAN", (1, 4), (1, 4)),
|
|
797
|
+
# ("LINEABOVE", (1, 2), (3, 2), 0.25, c_box_color),
|
|
798
|
+
# ("LINEBELOW", (1, 2), (3, 2), 0.25, c_box_color),
|
|
799
|
+
# ("LINEABOVE", (5, 2), (7, 2), 0.25, c_box_color),
|
|
800
|
+
# ("LINEBELOW", (5, 2), (7, 2), 0.25, c_box_color),
|
|
801
|
+
# ("LINEABOVE", (1, 4), (3, 4), 0.25, c_box_color),
|
|
802
|
+
# ("LINEBELOW", (1, 4), (3, 4), 0.25, c_box_color),
|
|
803
|
+
# ("VALIGN", (1, 2), (-1, 2), "MIDDLE"),
|
|
804
|
+
# ("VALIGN", (1, 4), (3, 4), "MIDDLE"),
|
|
805
|
+
# ("VALIGN", (1, 4), (3, 4), "MIDDLE"),
|
|
806
|
+
# ("VALIGN", (1, 4), (3, 4), "MIDDLE"),
|
|
807
|
+
# ("BOTTOMPADDING", (0, 0), (-1, -1), 0),
|
|
808
|
+
# ("SPAN", (5, 3), (7, 5)),
|
|
809
|
+
# ("VALIGN", (5, 3), (7, 5), "TOP"),
|
|
810
|
+
# ]
|
|
811
|
+
# )
|
|
812
|
+
# )
|
|
813
|
+
|
|
814
|
+
liquid_height = get_pie_chart_horizontal_height(liquidity, legend_max_cols=50)
|
|
815
|
+
liquidity_pie_chart = get_pie_chart_horizontal(
|
|
816
|
+
liquidity,
|
|
817
|
+
4.23 * cm + 0.56 * cm + 4.23 * cm,
|
|
818
|
+
liquid_height,
|
|
819
|
+
general_data["colors"],
|
|
820
|
+
4.23 * cm,
|
|
821
|
+
legend_max_cols=50,
|
|
822
|
+
)
|
|
823
|
+
|
|
824
|
+
risk_height = 3.564 * cm
|
|
825
|
+
industry_height = get_bar_chart_height(industry)
|
|
826
|
+
|
|
827
|
+
available_height = CONTENT_HEIGHT - 1.4 * cm - max_height - 0.85 * cm - (0.41 * cm + 12)
|
|
828
|
+
|
|
829
|
+
left_height = liquid_height + risk_height + (1 * 0.85 * cm)
|
|
830
|
+
right_height = max(min(available_height, industry_height), left_height)
|
|
831
|
+
|
|
832
|
+
max_available_height = CONTENT_HEIGHT - 1.4 * cm - max_height - 0.85 * cm
|
|
833
|
+
industry_chart = get_bar_chart(industry, 8.94 * cm, right_height - 30)
|
|
834
|
+
|
|
835
|
+
last_row_height = right_height - liquid_height - 0.85 * cm
|
|
836
|
+
|
|
837
|
+
last_height = min(
|
|
838
|
+
max(industry_height - liquid_height + 6, 3.564 * cm), max_available_height - liquid_height
|
|
839
|
+
) # 6 because of the drawn string
|
|
840
|
+
|
|
841
|
+
second_charts = [
|
|
842
|
+
[
|
|
843
|
+
Spacer(width=0, height=0),
|
|
844
|
+
Paragraph(
|
|
845
|
+
"<strong>Equity Liquidity</strong> (on average 3M daily trading volume)", style=s_table_medium_leading
|
|
846
|
+
),
|
|
847
|
+
Spacer(width=0, height=0),
|
|
848
|
+
Paragraph("<strong>Industry Exposure</strong>", style=s_table_medium_leading),
|
|
849
|
+
],
|
|
850
|
+
[
|
|
851
|
+
Spacer(width=0, height=0),
|
|
852
|
+
liquidity_pie_chart,
|
|
853
|
+
Spacer(width=0, height=0),
|
|
854
|
+
# Spacer(width=0, height=0),
|
|
855
|
+
industry_chart,
|
|
856
|
+
],
|
|
857
|
+
[
|
|
858
|
+
Spacer(width=0, height=0),
|
|
859
|
+
Paragraph("<strong>Risk Scale</strong>", style=s_table_medium_leading),
|
|
860
|
+
Spacer(width=0, height=0),
|
|
861
|
+
Spacer(width=0, height=0),
|
|
862
|
+
],
|
|
863
|
+
[
|
|
864
|
+
Spacer(width=0, height=0),
|
|
865
|
+
RiskScaleFlowable(risk_height, general_data["risk_scale"]),
|
|
866
|
+
Spacer(width=0, height=0),
|
|
867
|
+
Spacer(width=0, height=0),
|
|
868
|
+
],
|
|
869
|
+
]
|
|
870
|
+
|
|
871
|
+
col_width = (CONTENT_WIDTH_PAGE2 - CONTENT_OFFSET - TABLE_MARGIN) / 2
|
|
872
|
+
|
|
873
|
+
other_table = Table(
|
|
874
|
+
second_charts,
|
|
875
|
+
colWidths=[CONTENT_OFFSET, col_width, TABLE_MARGIN, col_width],
|
|
876
|
+
rowHeights=[0.85 * cm, liquid_height, 0.85 * cm, last_row_height],
|
|
877
|
+
)
|
|
878
|
+
|
|
879
|
+
other_table_styles = [
|
|
880
|
+
("VALIGN", (1, 2), (1, -1), "TOP"),
|
|
881
|
+
("SPAN", (3, 1), (3, -1)),
|
|
882
|
+
("VALIGN", (3, 1), (3, -1), "TOP"),
|
|
883
|
+
("LINEABOVE", (1, 0), (1, 0), 0.25, c_box_color),
|
|
884
|
+
("LINEBELOW", (1, 0), (1, 0), 0.25, c_box_color),
|
|
885
|
+
("LINEABOVE", (3, 0), (3, 0), 0.25, c_box_color),
|
|
886
|
+
("LINEBELOW", (3, 0), (3, 0), 0.25, c_box_color),
|
|
887
|
+
("LINEABOVE", (1, 2), (1, 2), 0.25, c_box_color),
|
|
888
|
+
("LINEBELOW", (1, 2), (1, 2), 0.25, c_box_color),
|
|
889
|
+
("LEFTPADDING", (0, 0), (-1, -1), 0),
|
|
890
|
+
]
|
|
891
|
+
if debug:
|
|
892
|
+
other_table_styles.extend(
|
|
893
|
+
[
|
|
894
|
+
("BOX", (0, 0), (-1, -1), 0.25, c_box_color),
|
|
895
|
+
("INNERGRID", (0, 0), (-1, -1), 0.25, c_box_color),
|
|
896
|
+
]
|
|
897
|
+
)
|
|
898
|
+
|
|
899
|
+
other_table.setStyle(TableStyle(other_table_styles))
|
|
900
|
+
|
|
901
|
+
elements.append(other_table)
|
|
902
|
+
|
|
903
|
+
impress(elements)
|
|
904
|
+
|
|
905
|
+
doc.build(elements)
|
|
906
|
+
output.seek(0)
|
|
907
|
+
|
|
908
|
+
return output
|