// ReportBuilderTemplates.cpp — body of ReportBuilderService::apply_template(). // // Kept in a separate translation unit because the template catalog is // ~600 lines of literal data and would dominate the service file. #include "core/report/ReportDocument.h" #include "services/report_builder/ReportBuilderService.h" #include namespace fincept::services { namespace rep = report; void apply_template_to_service(ReportBuilderService* svc, const QString& name) { // Build the new document offline, then atomically swap it onto the // service via replace_document(). This avoids a flurry of fine-grained // signals during template application — the screen just gets one // document_changed and re-renders once. rep::ReportDocument doc; doc.metadata.date = QDateTime::currentDateTime().toString("yyyy-MM-dd"); auto add = [&](const QString& type, const QString& content = {}, const QMap& cfg = {}) { rep::ReportComponent c; c.id = doc.allocate_id(); c.type = type; c.content = content; c.config = cfg; doc.components.append(c); }; // ── General Purpose ─────────────────────────────────────────────────────── if (name == "Blank Report") { doc.metadata.title = "Untitled Report"; add("heading", "Title"); add("text", "Start writing here..."); } else if (name == "Meeting Notes") { doc.metadata.title = "Meeting Notes"; add("toc"); add("heading", "Meeting Details"); add("table", {}, {{"rows", "4"}, {"cols", "2"}}); add("heading", "Attendees"); add("list", "Name — Role\nName — Role\nName — Role"); add("heading", "Agenda"); add("list", "Item 1\nItem 2\nItem 3"); add("divider"); add("heading", "Discussion Points"); add("text", "Summarise key discussion points here."); add("heading", "Decisions Made"); add("list", "Decision 1\nDecision 2"); add("heading", "Action Items"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Next Meeting"); add("text", "Date / time / agenda for next meeting."); } else if (name == "Investment Memo") { doc.metadata.title = "Investment Memo"; add("toc"); add("heading", "Executive Summary"); add("text", "One-paragraph summary of the investment opportunity and recommendation."); add("heading", "Opportunity"); add("text", "Describe the investment opportunity, market context, and why now."); add("heading", "Investment Thesis"); add("list", "Thesis point 1\nThesis point 2\nThesis point 3"); add("heading", "Financial Snapshot"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Valuation"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Valuation Scenarios"}, {"data", "80,100,130"}, {"labels", "Bear,Base,Bull"}}); add("heading", "Key Risks"); add("list", "Risk 1\nRisk 2\nRisk 3"); add("heading", "Recommendation"); add("text", "State your recommendation and conviction level."); add("divider"); add("quote", "This memo is for internal use only. Not investment advice."); } else if (name == "Stock Research") { doc.metadata.title = "Stock Research"; add("toc"); add("heading", "Company Overview"); add("text", "Describe the company, its business model, products/services, and competitive position."); add("market_data", {}, {{"symbol", "AAPL"}}); add("heading", "Financial Highlights"); add("table", {}, {{"rows", "6"}, {"cols", "4"}}); add("heading", "Earnings History"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Revenue vs Net Income"}, {"data", "120,130,145,160"}, {"labels", "FY21,FY22,FY23,FY24"}}); add("heading", "Valuation Metrics"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Investment Thesis"); add("text", "Why you are considering this stock."); add("heading", "Risks"); add("list", "Regulatory\nCompetition\nMacro headwinds\nExecution risk"); add("heading", "Price Target"); add("text", "Your price target and timeline."); add("divider"); add("quote", "For personal research purposes only. Not financial advice."); } else if (name == "Portfolio Review") { doc.metadata.title = "Portfolio Review"; add("toc"); add("heading", "Holdings Summary"); add("table", {}, {{"rows", "8"}, {"cols", "6"}}); add("heading", "Portfolio Performance"); add("chart", {}, {{"chart_type", "line"}, {"title", "Portfolio Value"}, {"data", "10000,10500,9800,11200,12000,11500,13000"}}); add("heading", "Asset Allocation"); add("chart", {}, {{"chart_type", "pie"}, {"title", "Allocation"}, {"data", "40,30,20,10"}, {"labels", "Equities,Fixed Income,Crypto,Cash"}}); add("heading", "Top Performers"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); add("heading", "Underperformers"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); add("heading", "Risk Metrics"); add("table", {}, {{"rows", "5"}, {"cols", "2"}}); add("heading", "Notes & Next Steps"); add("text", "Commentary on portfolio health and planned changes."); } else if (name == "Watchlist Report") { doc.metadata.title = "Watchlist Report"; add("heading", "Watchlist Snapshot"); add("market_data", {}, {{"symbol", "AAPL"}}); add("market_data", {}, {{"symbol", "MSFT"}}); add("market_data", {}, {{"symbol", "GOOGL"}}); add("market_data", {}, {{"symbol", "AMZN"}}); add("market_data", {}, {{"symbol", "TSLA"}}); add("divider"); add("heading", "Watchlist Detail"); add("table", {}, {{"rows", "8"}, {"cols", "6"}}); add("heading", "Observations"); add("text", "Key observations and setup notes for tracked names."); } else if (name == "Dividend Income Report") { doc.metadata.title = "Dividend Income Report"; add("toc"); add("heading", "Dividend Holdings"); add("table", {}, {{"rows", "8"}, {"cols", "6"}}); add("heading", "Annual Income Projection"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Monthly Dividend Income"}, {"data", "200,180,220,210,195,230,215,240,200,220,210,250"}, {"labels", "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec"}}); add("heading", "Yield by Holding"); add("chart", {}, {{"chart_type", "pie"}, {"title", "Income Contribution"}, {"data", "30,25,20,15,10"}, {"labels", "VZ,T,PFE,KO,MO"}}); add("heading", "Dividend Calendar"); add("table", {}, {{"rows", "8"}, {"cols", "4"}}); add("heading", "Growth Targets"); add("text", "Target yield, DRIP strategy, and reinvestment notes."); } else if (name == "Daily Market Brief") { doc.metadata.title = "Daily Market Brief"; add("heading", "Market Overview"); add("market_data", {}, {{"symbol", "^GSPC"}}); add("market_data", {}, {{"symbol", "^DJI"}}); add("market_data", {}, {{"symbol", "^IXIC"}}); add("market_data", {}, {{"symbol", "^VIX"}}); add("market_data", {}, {{"symbol", "DX-Y.NYB"}}); add("divider"); add("heading", "Sector Performance"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Sector Returns Today"}, {"data", "0.5,-0.3,1.2,-0.8,0.4,0.9,-0.2,1.1,0.3,-0.5,0.7"}, {"labels", "XLK,XLF,XLV,XLE,XLI,XLY,XLP,XLC,XLB,XLU,XLRE"}}); add("heading", "Top Movers"); add("table", {}, {{"rows", "7"}, {"cols", "4"}}); add("heading", "Key Events & News"); add("text", "Enter today's key market events, earnings, and macro news."); add("heading", "Watchlist Levels"); add("table", {}, {{"rows", "6"}, {"cols", "5"}}); add("heading", "Commentary"); add("text", "Market tone, breadth observations, and outlook."); } else if (name == "Trade Journal") { doc.metadata.title = "Trade Journal"; add("toc"); add("heading", "Trade Log"); add("table", {}, {{"rows", "10"}, {"cols", "8"}}); add("heading", "P&L Summary"); add("chart", {}, {{"chart_type", "line"}, {"title", "Cumulative P&L"}, {"data", "0,150,-80,320,210,480,390,620"}}); add("heading", "Statistics"); add("table", {}, {{"rows", "7"}, {"cols", "2"}}); add("heading", "Win/Loss Breakdown"); add("chart", {}, {{"chart_type", "pie"}, {"title", "Win vs Loss"}, {"data", "62,38"}, {"labels", "Wins,Losses"}}); add("heading", "Best Trades"); add("table", {}, {{"rows", "4"}, {"cols", "5"}}); add("heading", "Worst Trades"); add("table", {}, {{"rows", "4"}, {"cols", "5"}}); add("heading", "Lessons Learned"); add("text", "What worked, what didn't, and adjustments for next session."); add("heading", "Rules Checklist"); add("list", "Followed entry rules\nRespected stop loss\nDid not revenge trade\nPositioned sized " "correctly\nLogged all trades"); } else if (name == "Technical Analysis") { doc.metadata.title = "Technical Analysis"; add("heading", "Instrument"); add("market_data", {}, {{"symbol", "AAPL"}}); add("heading", "Price Chart"); add("image", {}, {{"width", "700"}, {"caption", "Daily chart — add screenshot here"}, {"align", "center"}}); add("heading", "Key Levels"); add("table", {}, {{"rows", "6"}, {"cols", "3"}}); add("heading", "Indicators"); add("table", {}, {{"rows", "6"}, {"cols", "3"}}); add("heading", "Pattern / Setup"); add("text", "Describe the chart pattern or setup and the rationale."); add("heading", "Trade Plan"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); add("heading", "Bias"); add("quote", "Bullish / Bearish / Neutral — state your directional bias and timeframe."); } else if (name == "Pre-Market Checklist") { doc.metadata.title = "Pre-Market Checklist"; add("heading", "Overnight Summary"); add("market_data", {}, {{"symbol", "ES=F"}}); add("market_data", {}, {{"symbol", "NQ=F"}}); add("market_data", {}, {{"symbol", "CL=F"}}); add("market_data", {}, {{"symbol", "GC=F"}}); add("divider"); add("heading", "Economic Calendar"); add("table", {}, {{"rows", "5"}, {"cols", "4"}}); add("heading", "Earnings Today"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Key Levels to Watch"); add("table", {}, {{"rows", "5"}, {"cols", "4"}}); add("heading", "Planned Trades"); add("table", {}, {{"rows", "4"}, {"cols", "5"}}); add("heading", "Risk Parameters"); add("table", {}, {{"rows", "4"}, {"cols", "2"}}); add("heading", "Mental Checklist"); add("list", "Reviewed overnight news\nIdentified key levels\nSet max daily loss\nNo FOMO trades\nLog every trade"); } else if (name == "Equity Research Report") { doc.metadata.title = "Equity Research Report"; add("toc"); add("heading", "Company Overview"); add("text", "Business description, history, products/services, and competitive moat."); add("market_data", {}, {{"symbol", "AAPL"}}); add("heading", "Industry & Market"); add("text", "Industry dynamics, total addressable market, and competitive landscape."); add("heading", "Financial Analysis"); add("table", {}, {{"rows", "8"}, {"cols", "5"}}); add("chart", {}, {{"chart_type", "bar"}, {"title", "Revenue & EPS Growth"}, {"data", "100,115,130,148,169"}, {"labels", "FY20,FY21,FY22,FY23,FY24"}}); add("heading", "Valuation"); add("table", {}, {{"rows", "5"}, {"cols", "4"}}); add("chart", {}, {{"chart_type", "bar"}, {"title", "Valuation vs Peers"}, {"data", "22,18,25,19,28"}, {"labels", "AAPL,MSFT,GOOGL,META,AMZN"}}); add("heading", "Investment Thesis"); add("list", "Catalyst 1\nCatalyst 2\nCatalyst 3"); add("heading", "Risks"); add("list", "Regulatory risk\nCompetitive pressure\nMacro sensitivity\nExecution risk"); add("heading", "Rating & Price Target"); add("table", {}, {{"rows", "3"}, {"cols", "3"}}); add("divider"); add("quote", "This report is for informational purposes only. Not investment advice."); } else if (name == "Earnings Review") { doc.metadata.title = "Earnings Review"; add("market_data", {}, {{"symbol", "AAPL"}}); add("heading", "Results vs Estimates"); add("table", {}, {{"rows", "5"}, {"cols", "4"}}); add("heading", "Revenue Breakdown"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Revenue by Segment"}, {"data", "42,18,10,8,6"}, {"labels", "iPhone,Services,Mac,iPad,Wearables"}}); add("heading", "Margin Analysis"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); add("heading", "Guidance"); add("table", {}, {{"rows", "4"}, {"cols", "4"}}); add("heading", "Management Commentary"); add("text", "Key quotes and commentary from the earnings call."); add("heading", "Our Take"); add("text", "Analysis of results relative to expectations and impact on thesis."); add("heading", "Revised Estimates"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); } else if (name == "M&A Deal Summary") { doc.metadata.title = "M&A Deal Summary"; add("toc"); add("heading", "Deal Overview"); add("table", {}, {{"rows", "6"}, {"cols", "2"}}); add("heading", "Strategic Rationale"); add("list", "Strategic fit\nMarket expansion\nSynergy opportunity\nDefensive rationale"); add("heading", "Comparable Transactions"); add("table", {}, {{"rows", "7"}, {"cols", "5"}}); add("heading", "Synergy Analysis"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Synergy Build-Up ($M)"}, {"data", "50,120,200,250"}, {"labels", "Yr1,Yr2,Yr3,Yr4"}}); add("heading", "Valuation Bridge"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Key Risks"); add("list", "Integration risk\nRegulatory clearance\nCulture clash\nPremium paid\nFinancing risk"); add("heading", "Timeline"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("quote", "Deal subject to regulatory approval and shareholder vote."); } else if (name == "Sector Deep Dive") { doc.metadata.title = "Sector Deep Dive"; add("toc"); add("heading", "Sector Overview"); add("text", "Define the sector, key sub-industries, and economic significance."); add("heading", "Market Size & Growth"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Market Size ($B)"}, {"data", "800,900,1020,1160,1320"}, {"labels", "2020,2021,2022,2023,2024E"}}); add("heading", "Key Players"); add("table", {}, {{"rows", "8"}, {"cols", "4"}}); add("heading", "Competitive Dynamics"); add("text", "Porter's five forces or similar competitive analysis framework."); add("heading", "Structural Trends"); add("list", "Trend 1\nTrend 2\nTrend 3\nTrend 4"); add("heading", "Valuation Comparison"); add("chart", {}, {{"chart_type", "bar"}, {"title", "P/E Ratio by Company"}, {"data", "22,19,25,17,30"}, {"labels", "Co1,Co2,Co3,Co4,Co5"}}); add("heading", "Risks & Headwinds"); add("list", "Regulatory pressure\nTechnology disruption\nCyclicality\nGeopolitical exposure"); add("heading", "Investment Opportunities"); add("text", "Best positioned names and sub-themes to play."); } else if (name == "Macro Economic Summary") { doc.metadata.title = "Macro Economic Summary"; add("toc"); add("heading", "Global Snapshot"); add("table", {}, {{"rows", "6"}, {"cols", "4"}}); add("heading", "GDP Growth"); add("chart", {}, {{"chart_type", "line"}, {"title", "GDP Growth Rate (%)"}, {"data", "2.1,2.3,1.8,2.5,2.2,1.9,2.4"}, {"labels", "Q1 23,Q2 23,Q3 23,Q4 23,Q1 24,Q2 24,Q3 24"}}); add("heading", "Inflation"); add("chart", {}, {{"chart_type", "line"}, {"title", "CPI YoY (%)"}, {"data", "6.0,5.2,4.3,3.7,3.2,2.9,2.6"}, {"labels", "Q1 23,Q2 23,Q3 23,Q4 23,Q1 24,Q2 24,Q3 24"}}); add("heading", "Labour Market"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); add("heading", "Central Bank Policy"); add("table", {}, {{"rows", "6"}, {"cols", "4"}}); add("heading", "Key Risks to Outlook"); add("list", "Geopolitical escalation\nCredit tightening\nChina slowdown\nEnergy price shock\nElection uncertainty"); add("heading", "Outlook"); add("text", "Macro outlook summary and base-case scenario for the next 6–12 months."); } else if (name == "Country Risk Report") { doc.metadata.title = "Country Risk Report"; add("toc"); add("heading", "Country Overview"); add("table", {}, {{"rows", "6"}, {"cols", "2"}}); add("heading", "Political Risk"); add("text", "Government stability, rule of law, corruption index, and geopolitical exposure."); add("heading", "Economic Risk"); add("table", {}, {{"rows", "6"}, {"cols", "3"}}); add("chart", {}, {{"chart_type", "line"}, {"title", "GDP Growth vs Inflation"}, {"data", "3.0,3.4,2.8,1.9,2.5"}, {"labels", "2020,2021,2022,2023,2024E"}}); add("heading", "Financial Risk"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Market Risk"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); add("heading", "Overall Risk Rating"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Outlook"); add("text", "Summary of country risk outlook and key watchpoints."); } else if (name == "Central Bank Monitor") { doc.metadata.title = "Central Bank Monitor"; add("heading", "Rate Decisions"); add("table", {}, {{"rows", "7"}, {"cols", "4"}}); add("heading", "Rate Path"); add("chart", {}, {{"chart_type", "line"}, {"title", "Policy Rate (%)"}, {"data", "0.25,0.5,1.0,2.0,3.5,4.5,5.25,5.25,5.0"}, {"labels", "Jan22,Mar22,Jun22,Sep22,Dec22,Mar23,Jun23,Sep23,Dec23"}}); add("heading", "Forward Guidance Summary"); add("text", "Summarise the forward guidance from major central banks."); add("heading", "Balance Sheet"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Balance Sheet Size ($T)"}, {"data", "8.9,8.5,8.1,7.8,7.4"}, {"labels", "Q4 22,Q1 23,Q2 23,Q3 23,Q4 23"}}); add("heading", "Market Implications"); add("text", "Impact on equities, bonds, FX, and commodities."); add("heading", "Key Upcoming Events"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); } else if (name == "Crypto Research Report") { doc.metadata.title = "Crypto Research Report"; add("toc"); add("heading", "Project Overview"); add("text", "Describe the project, its purpose, technology, and value proposition."); add("market_data", {}, {{"symbol", "BTC-USD"}}); add("heading", "Tokenomics"); add("table", {}, {{"rows", "7"}, {"cols", "2"}}); add("chart", {}, {{"chart_type", "pie"}, {"title", "Token Distribution"}, {"data", "20,15,30,25,10"}, {"labels", "Team,Investors,Community,Treasury,Public"}}); add("heading", "On-Chain Metrics"); add("table", {}, {{"rows", "6"}, {"cols", "3"}}); add("heading", "Price History"); add("chart", {}, {{"chart_type", "line"}, {"title", "Price (USD)"}, {"data", "16000,20000,25000,30000,28000,42000,38000,52000"}}); add("heading", "Competitive Landscape"); add("text", "Key competitors and differentiation."); add("heading", "Risks"); add("list", "Regulatory risk\nSmart contract bugs\nCompetitor displacement\nLiquidity risk\nTeam/execution risk"); add("heading", "Investment Thesis"); add("text", "Thesis, catalysts, and price targets."); add("quote", "Crypto assets are highly volatile. This is not financial advice."); } else if (name == "DeFi Protocol Analysis") { doc.metadata.title = "DeFi Protocol Analysis"; add("toc"); add("heading", "Protocol Overview"); add("text", "What the protocol does, how it works, and what problem it solves."); add("heading", "Key Metrics"); add("table", {}, {{"rows", "7"}, {"cols", "3"}}); add("heading", "TVL History"); add("chart", {}, {{"chart_type", "line"}, {"title", "Total Value Locked ($M)"}, {"data", "500,800,1200,900,1500,2000,1800,2400"}}); add("heading", "Revenue & Fees"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Monthly Protocol Revenue ($K)"}, {"data", "120,150,180,140,200,230,210,250"}}); add("heading", "Governance & Token"); add("text", "Token utility, governance rights, staking mechanics, and emission schedule."); add("heading", "Risks"); add("list", "Smart contract exploit\nOracle manipulation\nRegulatory action\nLiquidity " "fragmentation\nFork/governance risk"); add("heading", "Valuation"); add("text", "P/S, P/TVL, or other relevant DeFi valuation metrics and comparables."); } else if (name == "Crypto Portfolio Review") { doc.metadata.title = "Crypto Portfolio Review"; add("heading", "Holdings"); add("table", {}, {{"rows", "8"}, {"cols", "6"}}); add("heading", "Current Prices"); add("market_data", {}, {{"symbol", "BTC-USD"}}); add("market_data", {}, {{"symbol", "ETH-USD"}}); add("market_data", {}, {{"symbol", "SOL-USD"}}); add("heading", "Allocation"); add("chart", {}, {{"chart_type", "pie"}, {"title", "Portfolio Allocation"}, {"data", "50,25,15,10"}, {"labels", "BTC,ETH,SOL,Other"}}); add("heading", "Performance"); add("chart", {}, {{"chart_type", "line"}, {"title", "Portfolio Value (USD)"}, {"data", "10000,9500,12000,11000,15000,13000,18000"}}); add("heading", "Notes"); add("text", "Rebalancing notes, conviction levels, and next moves."); } else if (name == "Bond Research Report") { doc.metadata.title = "Bond Research Report"; add("toc"); add("heading", "Issuer Overview"); add("text", "Issuer description, business profile, and credit history."); add("heading", "Bond Details"); add("table", {}, {{"rows", "8"}, {"cols", "2"}}); add("heading", "Credit Profile"); add("table", {}, {{"rows", "5"}, {"cols", "4"}}); add("heading", "Yield Analysis"); add("chart", {}, {{"chart_type", "line"}, {"title", "Yield vs Benchmark"}, {"data", "3.0,3.2,3.5,3.8,4.1,4.3,4.0"}, {"labels", "Jan,Feb,Mar,Apr,May,Jun,Jul"}}); add("heading", "Duration & Convexity"); add("table", {}, {{"rows", "4"}, {"cols", "2"}}); add("heading", "Comparable Bonds"); add("table", {}, {{"rows", "5"}, {"cols", "5"}}); add("heading", "Recommendation"); add("text", "Buy / Hold / Sell with rationale and target spread."); } else if (name == "Yield Curve Analysis") { doc.metadata.title = "Yield Curve Analysis"; add("heading", "Yield Curve Shape"); add("chart", {}, {{"chart_type", "line"}, {"title", "US Treasury Yield Curve"}, {"data", "5.3,5.1,4.9,4.7,4.6,4.5,4.4,4.3"}, {"labels", "3M,6M,1Y,2Y,3Y,5Y,10Y,30Y"}}); add("heading", "Key Spreads"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Historical Comparison"); add("chart", {}, {{"chart_type", "bar"}, {"title", "10Y-2Y Spread (bps)"}, {"data", "-80,-60,-40,-20,5,15,30"}, {"labels", "Oct23,Nov23,Dec23,Jan24,Feb24,Mar24,Apr24"}}); add("heading", "Duration & Convexity"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); add("heading", "Macro Drivers"); add("text", "Explain the key macro factors driving current curve shape."); add("heading", "Implications"); add("list", "Recession signal interpretation\nFed policy implications\nSector rotation impact\nCurrency effects"); } else if (name == "Quant Strategy Report") { doc.metadata.title = "Quant Strategy Report"; add("toc"); add("heading", "Strategy Description"); add("text", "Describe the strategy, signal generation logic, universe, and execution rules."); add("heading", "Backtest Parameters"); add("table", {}, {{"rows", "6"}, {"cols", "2"}}); add("heading", "Performance Summary"); add("table", {}, {{"rows", "8"}, {"cols", "2"}}); add("heading", "Equity Curve"); add("chart", {}, {{"chart_type", "line"}, {"title", "Strategy vs Benchmark"}, {"data", "100,108,115,112,124,131,128,142,150"}, {"labels", "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep"}}); add("heading", "Drawdown Analysis"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Monthly Drawdowns (%)"}, {"data", "0,-2.1,-0.5,-3.2,-1.1,0,-1.8,-0.4,0"}}); add("heading", "Factor Exposure"); add("table", {}, {{"rows", "6"}, {"cols", "3"}}); add("heading", "Stress Tests"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Limitations & Risks"); add("list", "Overfitting risk\nTransaction cost sensitivity\nRegime change\nCapacity constraints\nData snooping bias"); } else if (name == "Risk Management Report") { doc.metadata.title = "Risk Management Report"; add("toc"); add("heading", "Portfolio Risk Summary"); add("table", {}, {{"rows", "6"}, {"cols", "2"}}); add("heading", "VaR Analysis"); add("chart", {}, {{"chart_type", "bar"}, {"title", "VaR by Confidence Level"}, {"data", "1.2,1.8,2.5,3.1"}, {"labels", "90%,95%,99%,99.9%"}}); add("heading", "Stress Test Results"); add("table", {}, {{"rows", "7"}, {"cols", "3"}}); add("heading", "Correlation Matrix"); add("text", "Paste or describe key pairwise correlations between holdings."); add("heading", "Concentration Risk"); add("chart", {}, {{"chart_type", "pie"}, {"title", "Position Concentration"}, {"data", "25,20,18,15,12,10"}, {"labels", "Pos1,Pos2,Pos3,Pos4,Pos5,Other"}}); add("heading", "Liquidity Risk"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); add("heading", "Recommendations"); add("list", "Reduce concentration in top 3 positions\nAdd hedges for macro exposure\nReview stop-loss " "levels\nRebalance sector exposure"); } else if (name == "Business Performance") { doc.metadata.title = "Business Performance Report"; add("toc"); add("heading", "Executive Summary"); add("text", "One-paragraph summary of business performance this period."); add("heading", "Key Performance Indicators"); add("table", {}, {{"rows", "8"}, {"cols", "4"}}); add("heading", "Revenue"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Revenue ($M)"}, {"data", "42,45,48,44,51,53,50,55"}, {"labels", "Q1 22,Q2 22,Q3 22,Q4 22,Q1 23,Q2 23,Q3 23,Q4 23"}}); add("heading", "Cost Breakdown"); add("chart", {}, {{"chart_type", "pie"}, {"title", "Cost Structure"}, {"data", "40,25,20,15"}, {"labels", "COGS,R&D,S&M,G&A"}}); add("heading", "Department Performance"); add("table", {}, {{"rows", "6"}, {"cols", "4"}}); add("heading", "Targets vs Actuals"); add("chart", {}, {{"chart_type", "bar"}, {"title", "Target vs Actual"}, {"data", "100,95,100,102,100,88"}, {"labels", "Jan,Feb,Mar,Apr,May,Jun"}}); add("heading", "Issues & Risks"); add("list", "Issue 1\nIssue 2\nIssue 3"); add("heading", "Next Period Targets"); add("table", {}, {{"rows", "5"}, {"cols", "3"}}); } else if (name == "Project Status Report") { doc.metadata.title = "Project Status Report"; add("heading", "Project Overview"); add("table", {}, {{"rows", "5"}, {"cols", "2"}}); add("heading", "Overall Status"); add("table", {}, {{"rows", "4"}, {"cols", "3"}}); add("heading", "Milestones"); add("table", {}, {{"rows", "7"}, {"cols", "4"}}); add("heading", "Progress This Period"); add("text", "Summarise completed work and progress against plan."); add("heading", "Issues & Blockers"); add("table", {}, {{"rows", "5"}, {"cols", "4"}}); add("heading", "Risks"); add("table", {}, {{"rows", "5"}, {"cols", "4"}}); add("heading", "Next Steps"); add("list", "Action 1 — Owner — Due date\nAction 2 — Owner — Due date\nAction 3 — Owner — Due date"); } else if (name == "Financial Statement") { doc.metadata.title = "Financial Statement"; add("toc"); add("heading", "Income Statement"); add("table", {}, {{"rows", "12"}, {"cols", "4"}}); add("chart", {}, {{"chart_type", "bar"}, {"title", "Revenue & Net Income"}, {"data", "400,450,500,420,480,530"}, {"labels", "H1 22,H2 22,H1 23,H2 23,H1 24,H2 24"}}); add("page_break"); add("heading", "Balance Sheet"); add("table", {}, {{"rows", "14"}, {"cols", "3"}}); add("page_break"); add("heading", "Cash Flow Statement"); add("table", {}, {{"rows", "12"}, {"cols", "3"}}); add("heading", "Key Ratios"); add("table", {}, {{"rows", "8"}, {"cols", "3"}}); add("divider"); add("quote", "Prepared in accordance with applicable accounting standards."); } svc->replace_document(doc); } } // namespace fincept::services