release: prepare v1.37.0 with excel-automation and capture-screen
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daymade
259
excel-automation/scripts/create_formatted_excel.py
Executable file
259
excel-automation/scripts/create_formatted_excel.py
Executable file
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# /// script
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# requires-python = ">=3.11"
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# dependencies = ["openpyxl"]
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# ///
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"""
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Create a professionally formatted Excel workbook with investment banking
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standard styling.
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Usage:
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uv run scripts/create_formatted_excel.py [output_path]
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This is a reusable template. Adapt the data section for your use case.
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"""
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import sys
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from pathlib import Path
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from openpyxl import Workbook
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from openpyxl.styles import (
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Alignment,
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Border,
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Font,
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PatternFill,
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Side,
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)
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from openpyxl.formatting.rule import ColorScaleRule
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from openpyxl.utils import get_column_letter
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# ── Color Palette (Investment Banking Standard) ──────────────────────
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# Fonts
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BLUE_FONT = Font(color="0000FF", size=10, name="Calibri")
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BLUE_FONT_BOLD = Font(color="0000FF", size=10, name="Calibri", bold=True)
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BLACK_FONT = Font(color="000000", size=10, name="Calibri")
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BLACK_FONT_BOLD = Font(color="000000", size=10, name="Calibri", bold=True)
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GREEN_FONT = Font(color="008000", size=10, name="Calibri")
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GREEN_FONT_BOLD = Font(color="008000", size=10, name="Calibri", bold=True)
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WHITE_FONT_BOLD = Font(color="FFFFFF", size=10, name="Calibri", bold=True)
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HEADER_FONT = Font(color="FFFFFF", size=12, name="Calibri", bold=True)
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TITLE_FONT = Font(color="1F4E79", size=14, name="Calibri", bold=True)
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SUBTITLE_FONT = Font(color="404040", size=10, name="Calibri", italic=True)
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# Fills
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DARK_BLUE_FILL = PatternFill("solid", fgColor="4472C4")
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LIGHT_BLUE_FILL = PatternFill("solid", fgColor="D9E1F2")
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INPUT_GREEN_FILL = PatternFill("solid", fgColor="E2EFDA")
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WHITE_FILL = PatternFill("solid", fgColor="FFFFFF")
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LIGHT_GRAY_FILL = PatternFill("solid", fgColor="F2F2F2")
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# Sensitivity gradient fills (manual, for when conditional formatting isn't suitable)
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SENS_DEEP_RED = PatternFill("solid", fgColor="F4CCCC")
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SENS_LIGHT_RED = PatternFill("solid", fgColor="FCE4D6")
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SENS_NEUTRAL = PatternFill("solid", fgColor="FFF2CC")
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SENS_LIGHT_GREEN = PatternFill("solid", fgColor="D9EAD3")
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SENS_DEEP_GREEN = PatternFill("solid", fgColor="B6D7A8")
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# Borders
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THIN_BORDER = Border(bottom=Side(style="thin", color="B2B2B2"))
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BOTTOM_MEDIUM = Border(bottom=Side(style="medium", color="000000"))
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BOTTOM_DOUBLE = Border(bottom=Side(style="double", color="000000"))
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ALL_THIN = Border(
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left=Side(style="thin", color="B2B2B2"),
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right=Side(style="thin", color="B2B2B2"),
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top=Side(style="thin", color="B2B2B2"),
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bottom=Side(style="thin", color="B2B2B2"),
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)
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# Alignment
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CENTER = Alignment(horizontal="center", vertical="center")
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RIGHT = Alignment(horizontal="right", vertical="center")
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LEFT = Alignment(horizontal="left", vertical="center")
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# ── Helper Functions ─────────────────────────────────────────────────
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def apply_header_row(ws, row, labels, start_col=1):
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"""Apply dark blue header styling to a row of labels."""
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for i, label in enumerate(labels):
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cell = ws.cell(row=row, column=start_col + i, value=label)
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cell.font = WHITE_FONT_BOLD
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cell.fill = DARK_BLUE_FILL
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cell.alignment = CENTER
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def apply_data_row(ws, row, values, start_col=1, font=None, number_format=None,
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fill=None, border=None):
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"""Write a row of values with consistent formatting."""
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font = font or BLACK_FONT
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for i, val in enumerate(values):
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cell = ws.cell(row=row, column=start_col + i, value=val)
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cell.font = font
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if number_format:
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cell.number_format = number_format
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if fill:
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cell.fill = fill
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if border:
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cell.border = border
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cell.alignment = RIGHT if isinstance(val, (int, float)) else LEFT
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def apply_input_cell(ws, row, col, value, number_format=None):
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"""Style a cell as user input (blue font, green fill)."""
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cell = ws.cell(row=row, column=col, value=value)
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cell.font = BLUE_FONT
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cell.fill = INPUT_GREEN_FILL
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if number_format:
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cell.number_format = number_format
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return cell
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def add_sensitivity_table(ws, start_row, start_col, row_header, col_header,
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row_values, col_values, data_matrix):
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"""
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Create a sensitivity table with conditional formatting.
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Args:
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ws: Worksheet
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start_row/start_col: Top-left corner of the table
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row_header/col_header: Labels for the axes
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row_values: List of values for rows (e.g., WACC rates)
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col_values: List of values for columns (e.g., growth rates)
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data_matrix: 2D list of result values
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"""
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# Column header label
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ws.cell(row=start_row, column=start_col + 1, value=col_header).font = BLACK_FONT_BOLD
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# Column values
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for j, cv in enumerate(col_values):
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cell = ws.cell(row=start_row, column=start_col + 1 + j, value=cv)
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cell.font = BLUE_FONT_BOLD
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cell.alignment = CENTER
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# Row header label
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ws.cell(row=start_row + 1, column=start_col, value=row_header).font = BLACK_FONT_BOLD
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# Data cells
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for i, rv in enumerate(row_values):
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# Row label
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cell = ws.cell(row=start_row + 1 + i, column=start_col, value=rv)
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cell.font = BLUE_FONT_BOLD
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cell.alignment = CENTER
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for j, dv in enumerate(data_matrix[i]):
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cell = ws.cell(row=start_row + 1 + i, column=start_col + 1 + j, value=dv)
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cell.font = BLACK_FONT
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cell.number_format = '$#,##0'
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cell.alignment = CENTER
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cell.border = ALL_THIN
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# Apply conditional formatting (red-yellow-green gradient)
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data_range = (
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f"{get_column_letter(start_col + 1)}{start_row + 1}:"
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f"{get_column_letter(start_col + len(col_values))}{start_row + len(row_values)}"
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)
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rule = ColorScaleRule(
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start_type="min", start_color="F8696B",
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mid_type="percentile", mid_value=50, mid_color="FFEB84",
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end_type="max", end_color="63BE7B",
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)
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ws.conditional_formatting.add(data_range, rule)
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def auto_column_widths(ws, min_width=10, max_width=20):
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"""Auto-adjust column widths based on content.
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CJK characters occupy ~2 character widths in Excel, so we count them
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as 2 instead of 1 to avoid truncated columns.
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"""
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for col_cells in ws.columns:
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max_len = 0
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col_letter = get_column_letter(col_cells[0].column)
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for cell in col_cells:
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if cell.value:
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s = str(cell.value)
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# CJK chars (U+4E00–U+9FFF, fullwidth, etc.) occupy ~2 widths
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width = sum(2 if '\u4e00' <= c <= '\u9fff' or
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'\u3000' <= c <= '\u303f' or
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'\uff00' <= c <= '\uffef' else 1
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for c in s)
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max_len = max(max_len, width)
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ws.column_dimensions[col_letter].width = max(min_width, min(max_len + 2, max_width))
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# ── Example: Create a DCF Summary ───────────────────────────────────
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def create_example_workbook(output_path: str):
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"""Create an example professionally formatted Excel workbook."""
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wb = Workbook()
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ws = wb.active
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ws.title = "DCF Summary"
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# Title
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ws.cell(row=1, column=1, value="DCF Valuation Summary").font = TITLE_FONT
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ws.cell(row=2, column=1, value="Example Company — Base Case").font = SUBTITLE_FONT
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# Key assumptions header
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apply_header_row(ws, 4, ["Parameter", "Value", "Source"])
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# Key assumptions data
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assumptions = [
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("WACC", 0.10, "Calculated"),
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("Terminal Growth Rate", 0.03, "Assumption"),
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("Shares Outstanding (M)", 2580, "10-K Filing"),
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("Net Debt ($M)", 28000, "Balance Sheet"),
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]
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for i, (param, value, source) in enumerate(assumptions):
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r = 5 + i
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ws.cell(row=r, column=1, value=param).font = BLACK_FONT
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apply_input_cell(ws, r, 2, value,
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number_format='0.0%' if isinstance(value, float) and value < 1 else '#,##0')
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ws.cell(row=r, column=3, value=source).font = GREEN_FONT
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# Separator
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for col in range(1, 4):
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ws.cell(row=9, column=col).border = BOTTOM_MEDIUM
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# Valuation output
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ws.cell(row=10, column=1, value="Implied Share Price").font = BLACK_FONT_BOLD
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cell = ws.cell(row=10, column=2, value=580)
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cell.font = BLACK_FONT_BOLD
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cell.number_format = '$#,##0'
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cell.border = BOTTOM_DOUBLE
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# Sensitivity table
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ws.cell(row=12, column=1, value="Sensitivity Analysis").font = TITLE_FONT
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wacc_values = [0.08, 0.09, 0.10, 0.11, 0.12]
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growth_values = [0.01, 0.02, 0.03, 0.04, 0.05]
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# Example data matrix (WACC rows x Growth cols)
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data_matrix = [
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[720, 780, 850, 940, 1050],
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[640, 690, 740, 800, 870],
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[570, 610, 650, 700, 750],
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[510, 540, 580, 620, 660],
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[460, 490, 520, 550, 580],
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]
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add_sensitivity_table(
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ws, start_row=14, start_col=1,
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row_header="WACC", col_header="Terminal Growth Rate",
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row_values=wacc_values, col_values=growth_values,
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data_matrix=data_matrix,
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)
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# Format WACC/growth as percentages
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for r in range(15, 20):
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ws.cell(row=r, column=1).number_format = '0.0%'
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for c in range(2, 7):
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ws.cell(row=14, column=c).number_format = '0.0%'
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auto_column_widths(ws)
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Path(output_path).parent.mkdir(parents=True, exist_ok=True)
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wb.save(output_path)
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print(f"Created: {output_path}")
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if __name__ == "__main__":
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output = sys.argv[1] if len(sys.argv) > 1 else "example_output.xlsx"
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create_example_workbook(output)
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