public ReportGenerator(Client client)
{
// get values from web.config
// template
NameValueCollection appSettings = (NameValueCollection)ConfigurationManager.GetSection("appSettings");
string templateFile = appSettings["TemplateFile"];
TemplateFile = HttpContext.Current.Server.MapPath(sourceDir + "templates\\" + templateFile);
//content file
string contentFile = appSettings["ContentFile"];
ContentXmlFile = HttpContext.Current.Server.MapPath(sourceDir + contentFile);
//temp directory
string tempDir = appSettings["TempDir"];
if (tempDir != null && Directory.Exists(tempDir))
TempDir = tempDir;
else
TempDir = Environment.GetEnvironmentVariable("temp");
// source files
TempContentXmlFile = tempDir + "\\content_temp.xml";
ReportSpecFile = HttpContext.Current.Server.MapPath(sourceDir + "report-spec.xml");
// directly fill Content Controls?
FillContentControls = Boolean.Parse(appSettings["FillContentControls"] ?? "true");
Client = client;
Report = new Report(ReportSpecFile) { Client = Client };
}
public void CreateReport(MainDocumentPart mainPart, Report report)
{
TextContent tc = new TextContent();
tc.GenerateTextContent(mainPart, report.Client, contentSourceXml);
ChartItem chartItem = null;
string controlName = null;
// Model Table
Table table = report.ModelTable();
controlName = "ModelTable";
AddTableToDoc(mainPart, table, controlName);
// Drawdown
chartItem = report.Drawdown();
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// Comparison Chart
if (report.Client.ExistingAssets) {
chartItem = report.AllocationComparison();
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
}
// Stress Test Market Rise Bar Chart
chartItem = report.StressTestMarketRise();
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// Stress Test Market Crash Bar Chart
chartItem = report.StressTestMarketCrash();
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// Allocation Pie Chart
chartItem = report.Allocation();
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// Rolling Return 1 yr
chartItem = report.RollingReturnChart(1);
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// Rolling Return 3 yr
chartItem = report.RollingReturnChart(3);
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// Rolling Return 5 yr
chartItem = report.RollingReturnChart(5);
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// Ten Year Return Chart
chartItem = report.TenYearReturn();
controlName = chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// save and close document
mainPart.Document.Save();
}
static void Main(string[] args)
{
Program This = new Program();
File.Copy(sourceFile, generated, true);
Report report = new Report();
WordprocessingDocument myWordDoc = WordprocessingDocument.Open(generated, true);
MainDocumentPart mainPart = myWordDoc.MainDocumentPart;
This.CreateReportTest(mainPart, report);
myWordDoc.Close();
return;
// create test Client and Report
//Guid guid = new Guid("636c8103-e06d-4575-aafc-574474c2d7f8");
//Client client = Client.GetClientByGUID(guid);
//Report report = new Report() { Client = client };
//// copy template to generated
////File.Copy(template, generated, true);
//string tempDoc = createTempDocFile(sourceFile);
//// open Word document
//WordprocessingDocument myWordDoc = WordprocessingDocument.Open(tempDoc, true);
//MainDocumentPart mainPart = myWordDoc.MainDocumentPart;
////This.InsertAllocationPie(mainPart);
//This.CreateReport(mainPart, report);
//myWordDoc.Close();
}
public void CreateReportTest(MainDocumentPart mainPart, Report report)
{
ChartItem chartItem = null;
string controlName = null;
// data
var model = new List<AssetWeighting>();
model.Add(new AssetWeighting { AssetClass = "1st Qtr", Weighting = 8.2 });
model.Add(new AssetWeighting { AssetClass = "2nd Qtr", Weighting = 3.2 });
model.Add(new AssetWeighting { AssetClass = "3rd Qtr", Weighting = 1.4 });
model.Add(new AssetWeighting { AssetClass = "4th Qtr", Weighting = 1.2 });
//var m = new List<ReturnData>();
//int startDate = 35944;
//double val = 100;
//for (int i = 0; i < 30; i++) {
// m.Add(new ReturnData { Date = startDate, Value = val++ });
// startDate += 30;
//}
string ssTest = path + "GraphDataCompare.xlsx";
// Test Graph
chartItem = report.ExcelChart(model);
chartItem.GraphData.Close();
chartItem.GraphData.WriteSpreadSheetToFile(ssTest);
controlName = "ExcelChart"; // chartItem.CustomControlName;
AddChartToDoc(mainPart, chartItem, controlName);
// save and close document
mainPart.Document.Save();
}
private void AddChartsToDoc(MainDocumentPart mainPart, Report report)
{
string controlName = null;
ChartItem chartItem = null;
// Allocation Pie Chart
chartItem = report.Allocation();
AddChartToDoc(mainPart, chartItem);
// Comparison Chart
if (report.Client.ExistingAssets) {
chartItem = report.AllocationComparison();
AddChartToDoc(mainPart, chartItem);
} else {
controlName = report.GetContentControlNameForChart("allocation-comparison");
RemoveContentControlFromBlock(mainPart, controlName);
}
// Drawdown
chartItem = report.Drawdown();
AddChartToDoc(mainPart, chartItem);
// Ten Year Return Chart
chartItem = report.TenYearReturn();
AddChartToDoc(mainPart, chartItem);
// Stress Test Market Rise Bar Chart
chartItem = report.StressTestMarketRise();
AddChartToDoc(mainPart, chartItem);
// Stress Test Market Crash Bar Chart
chartItem = report.StressTestMarketCrash();
AddChartToDoc(mainPart, chartItem);
// Rolling Return 1 yr
chartItem = report.RollingReturnChart(1);
AddChartToDoc(mainPart, chartItem);
// Rolling Return 3 yr
chartItem = report.RollingReturnChart(3);
AddChartToDoc(mainPart, chartItem);
// Rolling Return 5 yr
chartItem = report.RollingReturnChart(5);
AddChartToDoc(mainPart, chartItem);
}
public TextContent(Report report)
{
Report = report;
Client = Report.Client;
}