Exposure by Sector

import {AdaptableOptions} from '@adaptabletools/adaptable';
import {ExposureRow} from './rowData';

export const adaptableOptions: AdaptableOptions<ExposureRow> = {
  primaryKey: 'id',
  adaptableId: 'Showcase: Exposure by Sector',
  exportOptions: {
    appendFileTimestamp: true,
    exportDateFormat: 'yyyy-MM-dd',
    exportDataFormat: 'formattedValue',
  },
  initialState: {
    Dashboard: {
      Tabs: [
        {
          Name: 'Reporting',
          Toolbars: ['Layout', 'Export', 'GridFilter'],
        },
      ],
      ModuleButtons: ['Layout', 'Export', 'CalculatedColumn', 'SettingsPanel'],
    },
    StatusBar: {
      StatusBars: [
        {
          Key: 'Center Panel',
          StatusBarPanels: ['Layout', 'Export'],
        },
      ],
    },
    Theme: {CurrentTheme: 'dark'},
    NamedQuery: {
      NamedQueries: [
        {
          Name: 'Material Exposure',
          BooleanExpression:
            '[weightPct] > 0.05 OR ABS([pnlPct]) > 0.03',
        },
      ],
    },
    Layout: {
      CurrentLayout: 'Sector × Region',
      Layouts: [
        {
          Name: 'Positions',
          AutoSizeColumns: true,
          TableColumns: [
            'symbol',
            'sector',
            'region',
            'book',
            'marketValue',
            'pnl',
            'pnlPct',
            'weightPct',
            'varContribution',
            'sector_market_value',
            'rating',
          ],
        },
        {
          Name: 'By Sector (grouped)',
          AutoSizeColumns: true,
          SuppressAggFuncInHeader: true,
          RowGroupedColumns: ['sector'],
          RowGroupValues: {
            RowGroupDefaultBehavior: 'expanded',
          },
          ColumnPinning: {'ag-Grid-AutoColumn': 'left'},
          TableAggregationColumns: [
            {ColumnId: 'marketValue', AggFunc: 'sum'},
            {ColumnId: 'pnl', AggFunc: 'sum'},
            {
              ColumnId: 'pnlPct',
              AggFunc: {
                type: 'weightedAverage',
                weightedColumnId: 'marketValue',
              },
            },
            {ColumnId: 'varContribution', AggFunc: 'sum'},
            {ColumnId: 'id', AggFunc: 'count'},
          ],
          TableColumns: [
            'ag-Grid-AutoColumn',
            'symbol',
            'region',
            'book',
            'marketValue',
            'pnl',
            'pnlPct',
            'weightPct',
            'varContribution',
            'sector_market_value',
            'rating',
          ],
        },
        {
          Name: 'Sector × Region',
          SuppressAggFuncInHeader: true,
          PivotGroupedColumns: ['sector'],
          PivotColumns: ['region'],
          PivotAggregationColumns: [
            {ColumnId: 'marketValue', AggFunc: 'sum', Total: true},
            {ColumnId: 'pnl', AggFunc: 'sum', Total: true},
            {ColumnId: 'varContribution', AggFunc: 'sum', Total: true},
            {ColumnId: 'id', AggFunc: 'count', Total: true},
          ],
        },
        {
          Name: 'By Book',
          SuppressAggFuncInHeader: true,
          PivotGroupedColumns: ['book'],
          PivotColumns: ['region'],
          PivotAggregationColumns: [
            {ColumnId: 'marketValue', AggFunc: 'sum', Total: 'before'},
            {ColumnId: 'pnl', AggFunc: 'sum', Total: true},
            {ColumnId: 'weightPct', AggFunc: 'sum', Total: 'after'},
          ],
        },
        {
          Name: 'Material Names',
          AutoSizeColumns: true,
          TableColumns: [
            'symbol',
            'sector',
            'region',
            'book',
            'marketValue',
            'pnl',
            'pnlPct',
            'weightPct',
            'varContribution',
          ],
          GridFilter: {
            Expression: 'QUERY("Material Exposure")',
          },
        },
      ],
    },
    CalculatedColumn: {
      CalculatedColumns: [
        {
          FriendlyName: 'Sector Market Value',
          ColumnId: 'sector_market_value',
          Query: {
            AggregatedScalarExpression:
              'SUM([marketValue], GROUP_BY([sector]))',
          },
          CalculatedColumnSettings: {
            DataType: 'number',
            Filterable: true,
            Groupable: true,
          },
        },
      ],
    },
    FormatColumn: {
      FormatColumns: [
        {
          Name: 'format-negative-pnl',
          Scope: {ColumnIds: ['pnl', 'pnlPct']},
          Rule: {BooleanExpression: '[pnl] < 0'},
          Style: {ForeColor: '#ff6b6b'},
        },
        {
          Name: 'format-positive-pnl',
          Scope: {ColumnIds: ['pnl', 'pnlPct']},
          Rule: {BooleanExpression: '[pnl] > 0'},
          Style: {ForeColor: '#4ade80'},
        },
        {
          Name: 'format-high-var',
          Scope: {ColumnIds: ['varContribution']},
          Rule: {BooleanExpression: '[varContribution] > 0.04'},
          Style: {
            BackColor: 'var(--ab-color-palette-3)',
            ForeColor: 'var(--ab-color-palette-4)',
          },
        },
        {
          Name: 'format-market-value',
          Scope: {
            ColumnIds: ['marketValue', 'sector_market_value'],
          },
          DisplayFormat: 'Million',
        },
        {
          Name: 'format-pnl',
          Scope: {ColumnIds: ['pnl']},
          DisplayFormat: 'Accounting',
        },
        {
          Name: 'format-percentages',
          Scope: {ColumnIds: ['pnlPct', 'weightPct', 'varContribution']},
          DisplayFormat: 'Percentage',
        },
      ],
    },
    Export: {
      CurrentReport: 'Committee Pack',
      CurrentFormat: 'Excel',
      Reports: [
        {
          Name: 'Committee Pack',
          ReportColumnScope: 'ScopeColumns',
          ReportRowScope: 'AllRows',
          Scope: {
            ColumnIds: [
              'symbol',
              'sector',
              'region',
              'book',
              'marketValue',
              'pnl',
              'pnlPct',
              'weightPct',
              'varContribution',
              'sector_market_value',
              'rating',
            ],
          },
        },
        {
          Name: 'Material Exposure',
          ReportColumnScope: 'ScopeColumns',
          ReportRowScope: 'ExpressionRows',
          Scope: {
            ColumnIds: [
              'symbol',
              'sector',
              'region',
              'book',
              'marketValue',
              'pnl',
              'pnlPct',
              'weightPct',
              'varContribution',
            ],
          },
          Query: {
            BooleanExpression: 'QUERY("Material Exposure")',
          },
        },
      ],
    },
  },
};