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Generate a report base on results

Open yellowbean opened this issue 2 years ago • 2 comments

Background

it takes couple key stroke to have access to multiple result: deal status change, cashflow , logs, pool flow, pricing it would be great to have a report generated for user to have an overview of the transaction performance given

Solution

a candy function:

  • input from user

    • (MUST) pool performance / deal assumption
    • (Optional) a bond tuple with bond name and position size
    • (Optional) a list of
    • (Optional) output format -> HTML by default , PDF ( if possible )
  • process

    • call run deal and read result in pandas dataframe
  • output

    • generate a list of DataFrame base on the input
    • optionally render these into HTML/PDF

Recipes

Recipes is a VIEW from a role of following:

  • Investor, which has a position of tranches:
  • trustee
  • originator

yellowbean avatar Oct 30 '23 02:10 yellowbean

  1. dataframe list all trigger status
  2. dataframe list all account balance
  3. dataframe list all bond balance

yellowbean avatar Nov 28 '23 05:11 yellowbean

it will be exposed in deal library web UI

yellowbean avatar Apr 19 '24 10:04 yellowbean

Complete at 3caa6c6f3df4beee399c12d32b73e21de9ad1e05 see All in one HTML section https://absbox-doc.readthedocs.io/en/latest/analytics.html#all-in-one-html-report

yellowbean avatar Dec 01 '24 15:12 yellowbean