Reports Plugin

The Reports Plugin (io.deephaven.plugins.report.*) enables users to create structured Reports.

A Report is composed of a title, a timestamp, and an Item.

An Item is one of the following:

• Text represents a string value
• Table represents a Deephaven table
• Figure represents a Deephaven plot
• Group represents an ordered list of Items

A Group provides the ability to structure reports hierarchically.

The basic report model does not (and should not) contain styling or layout information. Additional information can be attached to any Item as named attributes, which may be useful for styling or layout information.

Language Ergonomics

The strongly-typed object model backing Reports and Items is potentially verbose to construct. A series of Functions and implicit coercions are provided to aid in the construction of these objects.

Type coercions

• A CharSequence will be coerced into a Text.
• A com.illumon.iris.db.tables.Table will be coerced into a TableLocal.
• A com.illumon.iris.db.plot.Figure will be coerced into a FigureLocal.
• An Iterable or array will be coerced into a Group, with each element coerced.

Common helper methods

• report(String name, Object... items)
• named(String name, Object... items)
• figure(Object obj)

The full list of helper methods can be found in Functions.

Examples

import static io.deephaven.plugins.report.Functions.*

def date = currentDateNy()
def pnl_table = db.i("Devins", "PNL").where("Date=$date")
def pnl_plot = plot("PNL", pnl_table, "Timestamp", "PNL").show()
def pnl_report = report("Devin's PNL Report for $date", pnl_table.tail(1), figure(pnl_plot).withSize(800, 400))

...
def section_1 = named("Weeklies", weeklies_plot, weeklies_summary_table)
def section_2 = named("Monthlies", monthlies_plot, monthlies_summary_table)
def section_3a = [quarterlies_plot_a, quarterlies_summary_table_a]
def section_3b = [quarterlies_plot_b, quarterlies_summary_table_b]
def section_3 = named("Quarterlies", section_3a, section_3b)
def expiration_report = report("By Expiration Report", section_1, section_2, section_3)

...
def intro = "This is some introductory text..."
def historical = [[aapl_plot_historical, spy_plot_historical], "Some commentary on historical trends."]
def recent = [[aapl_plot_recent, spy_plot_recent], "Some commentary on recent trends."]
def conclusion = "Given the above, we should plan to do X, Y, and Z."
def aapl_v_spy_report = report("AAPL v SPY", intro, historical, recent, conclusion)

...
def pq1 = figure(pq("devin", "My Query"), "my_plot")
def pq2 = figure(pq(31337L), "my_other_plot")
def my_report = report("From PQs", pq1, pq2)

Email

The email section (io.deephaven.plugins.email.*) of the Reports Plugin allows users to create and send HTML-based emails from Reports.

Example server configuration

def email = io.deephaven.plugins.email.Functions.nonStatic()

def gmail_server = email.gmail("user", "pass")

def localhost_server = email.localhost()

def custom_server = email.server()
  .hostName("the-hostname.example.com")
  .smtpPort(31337)
  .sslOnConnect(true)
  .auth(email.auth("user", "password"))
  .build()

Example header configuration

def email = io.deephaven.plugins.email.Functions.nonStatic()

def email_1 = email.header()
  .sender("[email protected]")
  .addRecipients("[email protected]")
  .addRecipientsCC("[email protected]")
  .subject("[REPORT] Daily report XYZ")
  .build()

def email_2 = email.header()
  .sender("[email protected]")
  .addRecipients("[email protected]")
  .subject("[ALERT] Disk space quota exceeded")
  .build()

Example sending report

import static io.deephaven.plugins.report.Functions.*

def email = io.deephaven.plugins.email.Functions.nonStatic()

// construct the report
def date = currentDateNy()
def pnl_table = db.i("Devins", "PNL").where("Date=$date")
def pnl_plot = plot("PNL", pnl_table, "Timestamp", "PNL").show()
def pnl_report = report("Devin's PNL Report for $date", pnl_table.tail(1), figure(pnl_plot).withSize(800, 400))

// configure the email
def localhost_server = email.localhost()
def email_header = email.header()
  .sender("[email protected]")
  .addRecipients("[email protected]")
  .subject("[REPORT] Daily PNL")
  .build()

// send the email
email.send(localhost_server, email_header, pnl_report)

With explicit lock type

def email = io.deephaven.plugins.email.Functions.nonStatic()
def report = io.deephaven.plugins.report.Functions.nonStatic()

email.email(
        email.localhost(),
        email.header().sender("[email protected]").addRecipients("[email protected]").subject("the subject").build(),
        report.report("Simple report", "Simple text"))
        .withLockType(email.noLock())

Slack

Standard (shared lock by default)

def slack = io.deephaven.plugins.slack.Functions.nonStatic()
def client = slack.client(slack.config("<token>", "#the_channel"))
client.send("Simple string message")
client.send(my_report)

With explicit lock type

def slack = io.deephaven.plugins.slack.Functions.nonStatic()
def config = slack.config("<token>", "#the_channel")
def client_with_no_lock = slack.client(config).withLockType(slack.noLock())
def client_with_shared_lock = slack.client(config).withLockType(slack.sharedLock())
def client_with_exclusive_lock = slack.client(config).withLockType(slack.exclusiveLock())

Development

Documentation

• ./gradlew javadoc
• Open build/docs/javadoc/index.html

Test

./gradlew check

Build

./gradlew build