def line_chart(doc, months, portfolioDate, monthlyInv, monthlyVal, Valuation,
Investment):
drawing = Drawing(doc.width / 2, doc.height / 2 - 80)
data = [monthlyInv, monthlyVal]
my_title = String(doc.width / 2 - 90,
doc.height / 2,
'Performance Chart',
fontSize=20)
lc = HorizontalLineChart()
lc.x = doc.leftMargin + 35
lc.y = doc.bottomMargin
lc.height = doc.height / 2 - 60
lc.width = doc.width - 100
lc.data = data
lc.joinedLines = 1
catNames = months[portfolioDate.month:]
if portfolioDate.month > 1:
catNames += months[:portfolioDate.month]
lc.categoryAxis.categoryNames = catNames
#lc.categoryAxis.labels.boxAnchor = 'autox'
lc.valueAxis.valueMin = 0
roundedVal = Valuation if Valuation % 10 == 0 else Valuation + Valuation % 10
lc.valueAxis.valueMax = roundedVal
lc.valueAxis.valueStep = int((roundedVal / 10) / 10) * 10
lc.lines[0].strokeWidth = 2
lc.lines[1].strokeWidth = 1.5
lc.lines[0].strokeColor = colors.blue
lc.lines[
1].strokeColor = colors.green if Valuation > Investment else colors.red
lc.valueAxis.visibleGrid = 1
lc.valueAxis.gridStrokeColor = colors.lightgrey
lc.lines[0].name = 'Investment Value'
lc.lines[1].name = 'Closing Valuation'
#lc.lineLabelFormat = '%2.0f'
labels = ['Investment Value', 'Closing Valuation']
lc._seriesCount = len(labels)
drawing.add(my_title)
drawing.add(lc)
add_legend1(drawing, lc, labels, doc)
return drawing
def line_chart(doc, months, portfolioDate, monthlyInv, monthlyVal, Valuation,
Investment):
drawing = Drawing(doc.width / 2, doc.height / 2 - 80)
data = [monthlyInv, monthlyVal]
my_title = String(doc.width / 2 - 90,
doc.height / 2,
'Performance Chart',
fontSize=20)
lc = HorizontalLineChart()
lc.x = doc.leftMargin + 35
lc.y = doc.bottomMargin
lc.height = doc.height / 2 - 60
lc.width = doc.width - 100
lc.data = data
lc.joinedLines = 1
catNames = months[portfolioDate.month:]
if portfolioDate.month > 1:
catNames += months[:portfolioDate.month]
lc.categoryAxis.categoryNames = catNames
#lc.categoryAxis.labels.boxAnchor = 'autox'
lc.valueAxis.valueMin = 0
roundedVal = Valuation if Valuation % 10 == 0 else Valuation + Valuation % 10
lc.valueAxis.valueMax = roundedVal
lc.valueAxis.valueStep = int((roundedVal / 10) / 10) * 10
lc.lines[0].strokeWidth = 2
lc.lines[1].strokeWidth = 1.5
lc.lines[0].strokeColor = colors.blue
lc.lines[
1].strokeColor = colors.green if Valuation > Investment else colors.red
lc.valueAxis.visibleGrid = 1
lc.valueAxis.gridStrokeColor = colors.lightgrey
lc.lines[0].name = 'Investment Value'
lc.lines[1].name = 'Closing Valuation'
#lc.lineLabelFormat = '%2.0f'
labels = ['Investment Value', 'Closing Valuation']
lc._seriesCount = len(labels)
drawing.add(my_title)
drawing.add(lc)
add_legend1(drawing, lc, labels, doc)
return drawing
################### Old Function Call Segment#######################
# FI=[4531082, 4892169, 206462, 4.56, 45.94]
# Equity=[5218922,5362021.34,-62131.35,-1.19,50.36]
# Investment=225323
# Valuation=865489
# monthlyInv=[23564,5782,84,79765,3243,65799,43344,5668,43,78900,3456,7543]
# monthlyVal=[85265,578954,8656,87533,29754,264256,23244,23435,243234,5767,576854,574321]
# equityTrades=[
# ['UBS BANK USA \n DEPOSIT ACCOUNT','IN8543975','Corporate','654','764.7','7643','764.97','245.65','9877','86','','','85.32%','1.69%']
# ]
# bondTrades=[
# ['UBS BANK USA \n DEPOSIT ACCOUNT','IN8543975','Corporate','654','764.7','7643','764.97','245.65','9877','86','78','1/12/2021','85.32%','1.69%']
# ,['UBS BANK USA \n DEPOSIT ACCOUNT','IN8543975','Corporate','654','764.7','7643','764.97','245.65','9877','86','78','1/12/2021','85.32%','1.69%']
# ,['UBS BANK USA \n DEPOSIT ACCOUNT','IN8543975','Corporate','654','764.7','7643','764.97','245.65','9877','86','78','1/12/2021','85.32%','1.69%']
# ]
# #Page 5 data
# net_position=[
# ['Total Portfolio','','','','','','$9,967,814.44','$10,648,193.73','$145,102.43','1.46%','100%','100%']
# ]
# generatePDF(FI,Equity,Investment,Valuation,monthlyInv,monthlyVal,equityTrades,bondTrades,net_position)
################### New Function Call Segment#######################
# from helper_pdfgen import helperPdfgen , historyHelper , invAndVal
# resp = helperPdfgen()
# histdata = historyHelper()
# FI= resp['FI']
# Equity= resp['Equity']
# iv = invAndVal()
# Investment = iv['Investment']
# Valuation = iv['Valuation']
# monthlyInv = histdata['monthlyInv']
# monthlyVal = histdata['monthlyVal']
# labels = histdata['labels']
# equityTrades = resp['equityTrades']
# bondTrades= resp['bondTrades']
# URPL = Valuation - Investment
# perURPL = URPL*100 / ( Valuation )
# #Page 5 data
# net_position=[
# ['Total Portfolio','','','','','', Investment , Valuation , URPL , perURPL ,'100%','100%']
# ]
# generatePDF(FI,Equity,Investment,Valuation,monthlyInv,monthlyVal,equityTrades,bondTrades,net_position,labels)