Matlab Generate Report

+mypkg/
├── @TitlePage/TitlePage.m        % Custom: firm logo hole, report metadata
├── @Chapter/Chapter.m            % Custom: per-item page headers (logo, ticker, StyleRef)
├── +reporters/                   % Section-level content builders
│   ├── SummaryReporter.m
│   ├── FinancialReporter.m
│   └── GenericSection.m
└── +helpers/
    ├── buildChapter.m            % Orchestrates sections into a chapter
    └── dataNotAvailable.m        % Graceful missing-data placeholder

function rpt = generateReport(items,options)
%generateReport Create a multi-item report from a struct array.
    arguments
        items (1,:) struct
        options.Format (1,1) string = "pdf"
        options.OutputPath (1,1) string = fullfile(pwd,"output","report")
        options.FirmLogo (1,1) string = ""
    end
    import mlreportgen.report.*
    import mlreportgen.dom.*

    rpt = Report(options.OutputPath,options.Format);
    open(rpt);

    % --- Title Page (custom reporter, NOT built-in) ---
    tp = mypkg.TitlePage();
    tp.Title = "Portfolio Report";
    tp.Author = "Research Team";
    if options.FirmLogo ~= "" && isfile(options.FirmLogo)
        tp.FirmLogo = options.FirmLogo;
    end
    append(rpt,tp);
    append(rpt,TableOfContents());

    % --- One chapter per item ---
    for i = 1:numel(items)
        ch = mypkg.Chapter(items(i).Name);

        % Per-chapter properties fill template holes (page headers, etc.)
        ch.Ticker = items(i).Ticker;
        if isfield(items(i),"LogoPath") && isfile(items(i).LogoPath)
            ch.CompanyLogo = items(i).LogoPath;
        end

        % Delegate section assembly to a helper
        mypkg.helpers.buildChapter(ch,items(i));
        append(rpt,ch);
    end

    close(rpt);
end

% WRONG — uses built-in TitlePage, your template customizations are ignored
tp = mlreportgen.report.TitlePage();

% CORRECT — uses your custom TitlePage with FirmLogoContent hole
tp = mypkg.TitlePage();

ch = mypkg.Chapter("TechVision Corp");
ch.Ticker = "TVCO";
ch.CompanyLogo = "data/tvco_logo.png";
% Template holes "Ticker" and "CompanyLogo" are filled automatically

function content = safeField(item,fieldName,fallback)
%safeField Return field value or fallback if missing/empty.
    arguments
        item (1,1) struct
        fieldName (1,1) string
        fallback = []
    end
    if isfield(item,fieldName) && ~isempty(item.(fieldName))
        content = item.(fieldName);
    else
        content = fallback;
    end
end

function addSectionIfPresent(ch,item,fieldName,sectionTitle)
    import mlreportgen.dom.*
    data = safeField(item,fieldName);
    if isempty(data)
        return  % Omit section entirely
    end
    sec = mlreportgen.report.Section(sectionTitle);
    % ... build section content from data ...
    append(ch,sec);
end

function buildChapter(ch,item)
%buildChapter Assemble all sections into a chapter from item data.
    import mlreportgen.report.*

    % Section order is defined here — easy to add/remove/reorder
    addExecutiveSummary(ch,item);
    addSectionIfPresent(ch,item,"CompanyUpdate","Company Update");
    addSectionIfPresent(ch,item,"InvestmentThesis","Investment Thesis");
    addSectionIfPresent(ch,item,"BusinessOverview","Business Overview");
    addFinancials(ch,item);
    addSectionIfPresent(ch,item,"Risks","Risks");
    addSectionIfPresent(ch,item,"Disclaimers","Disclaimers");
end

function addFinancials(ch,item)
    import mlreportgen.report.*
    import mlreportgen.dom.*

    if ~isfield(item,"FinancialTable") || isempty(item.FinancialTable)
        return
    end

    sec = Section("Financial Summary");

    % Convert MATLAB table to FormalTable (never pass table() to BaseTable)
    t = item.FinancialTable;
    header = t.Properties.VariableNames;
    body = table2cell(t);
    ft = FormalTable(header,body);
    ft.Width = "6.5in";
    ft.Style = [ft.Style {ResizeToFitContents(false)}];
    ft.Header.Style = {Bold(true),BackgroundColor("#1B3A5C"),Color("white")};

    bt = BaseTable(ft);
    bt.Title = item.Name + " — Key Financials";
    append(sec,bt);
    append(ch,sec);
end

function items = validateInput(raw)
%validateInput Normalize input to struct array with expected fields.
    requiredFields = ["Name","Ticker"];
    optionalFields = ["Sector","LogoPath","Recommendation","CurrentPrice",...
        "TargetPrice","CompanyUpdate","InvestmentThesis","BusinessOverview",...
        "FinancialTable","Risks","Disclaimers"];

    if istable(raw)
        raw = table2struct(raw);
    end

    for i = 1:numel(raw)
        for f = requiredFields
            assert(isfield(raw(i),f) && ~isempty(raw(i).(f)),...
                "Item %d missing required field: %s",i,f);
        end
        for f = optionalFields
            if ~isfield(raw(i),f)
                raw(i).(f) = [];
            end
        end
    end
    items = raw;
end

classdef Chapter < mlreportgen.report.Chapter
% File: +mypkg/@Chapter/Chapter.m

    properties
        % These property names MUST exactly match hole IDs in the template
        HeaderLogo {mustBeLogoValue} = []   % Fills "HeaderLogo" hole ([], Image, or path)
        HeaderTicker string = ""            % Fills "HeaderTicker" hole
    end

    methods
        function obj = Chapter(varargin)
            obj = [email protected](varargin{:});
        end

        function img = getHeaderLogo(obj)
        %getHeaderLogo Return Image object for the HeaderLogo hole.
            if isempty(obj.HeaderLogo)
                img = [];
            elseif isa(obj.HeaderLogo,"mlreportgen.dom.Image")
                img = obj.HeaderLogo;
            else
                img = mlreportgen.dom.Image(string(obj.HeaderLogo));
                img.Width = "0.4in";
                img.Height = "0.4in";
            end
        end
    end

    % ... template infrastructure methods (from customizeReporter) ...
end

% In a separate methods block or as a local function in the classdef file:
function mustBeLogoValue(v)
    if isempty(v), return; end
    if isa(v,"mlreportgen.dom.Image"), return; end
    if isstring(v) || ischar(v), return; end
    error("HeaderLogo must be [], an Image object, or a file path string.");
end

for i = 1:numel(items)
    ch = mypkg.Chapter(items(i).Name);  % Title = company name only (no ticker)

    % Ticker: simple string assignment
    ch.HeaderTicker = items(i).Ticker;

    % Logo: assign path string OR Image object — getHeaderLogo handles both
    if isfield(items(i),"LogoPath") && ~isempty(items(i).LogoPath) ...
            && isfile(items(i).LogoPath)
        ch.HeaderLogo = items(i).LogoPath;  % string path (getHeaderLogo wraps it)
    end
    % If no logo: property stays [], hole renders empty (graceful)

    % Build chapter content...
    mypkg.helpers.buildChapter(ch,items(i));

    % Properties MUST be set before append — getImpl runs during append
    append(rpt,ch);
end