Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Generate a report base on results #37

Open
yellowbean opened this issue Oct 30, 2023 · 2 comments
Open

Generate a report base on results #37

yellowbean opened this issue Oct 30, 2023 · 2 comments
Labels
enhancement New feature or request help wanted Extra attention is needed

Comments

@yellowbean
Copy link
Owner

yellowbean commented Oct 30, 2023

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 yellowbean added enhancement New feature or request help wanted Extra attention is needed labels Oct 30, 2023
@yellowbean
Copy link
Owner Author

yellowbean commented Nov 28, 2023

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

@yellowbean
Copy link
Owner Author

it will be exposed in deal library web UI

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
enhancement New feature or request help wanted Extra attention is needed
Projects
None yet
Development

No branches or pull requests

1 participant