Export the contract history (for contract changes) and the basic contract data...

Export the contract history (for contract changes) and the basic contract data time series (sum insured, premiums, durations, interest rate, etc.) over the whole contract period to Excel.

R/exportInsuranceContract_xlsx.R

@@ -153,6 +153,7 @@ exportInsuranceContract.xlsx = function(contract, filename) {
   ################################################
   wb = openxlsx::createWorkbook();
   addWorksheet(wb, "Tarifinformationen");
+  addWorksheet(wb, "Basisdaten");
   addWorksheet(wb, "Reserven");
   addWorksheet(wb, "abs.Barwerte");
   addWorksheet(wb, "abs.Cash-Flows");
@@ -209,10 +210,49 @@ exportInsuranceContract.xlsx = function(contract, filename) {
   # Cost structure:
   costtable = as.data.frame.table(setInsuranceValuesLabels(contract$tarif$costs), responseName = "Kostensatz", dnn = c("Kostenart", "Basis", "Periode"), exclude=c(0))
   costtable = costtable[costtable[,"Kostensatz"]!=0.0000,]
-  writeData(wb, sheet, costtable, startCol=1, startRow=crow+1, colNames=FALSE, rowNames=FALSE,borders = "surrounding", borderColour = "red", borderStyle = "medium")
+  writeDataTable(wb, sheet, costtable, startCol=1, startRow=crow+1, colNames=TRUE, rowNames=FALSE,
+                 tableStyle = "TableStyleMedium3", headerStyle = styles$tableHeader);
+  setColWidths(wb, sheet, cols = 1:50, widths = "auto", ignoreMergedCells = TRUE)
+  crow = crow + dim(costtable)[[1]] + 3;
+
+  # Contract history
+  # time=t, comment=sprintf("Premium waiver at time %d", t), type="PremiumWaiver"
+  histtime = unlist(lapply(contract$history, function(xl) xl$time));
+  histcomment = unlist(lapply(contract$history, function(xl) xl$comment));
+  histtype = unlist(lapply(contract$history, function(xl) xl$type));
+  writeValuesTable(wb, sheet, data.frame(time=histtime, Comment=histcomment, Type=histtype),
+                   crow=crow, ccol=1, tableName="Vertragshistorie", styles=styles,
+                   caption="Vertragshistorie");
+  crow = crow + dim(histtime)[[1]] + 3;
+
 
+
+  ################################################
+  # Print out Basic contract data as time series
+  ################################################
+
+  # Age, death and survival probabilities
+  ccol = 1;
+  crow = 4;
+  sheet = "Basisdaten";
+  tbl = qp[,"age", drop=FALSE];
+  writeDataTable(wb, sheet, tbl,
+                 startRow=crow+1, startCol = ccol, colNames = TRUE, rowNames = TRUE,
+                 tableStyle = "TableStyleMedium3", withFilter = FALSE, headerStyle = styles$tableHeader);
+  freezePane(wb, sheet, firstActiveRow=crow+2, firstActiveCol = ccol+2)
+  addStyle(wb, sheet, style=styles$center, rows=(crow+2):(crow+1+dim(tbl)[[1]]), cols=ccol:(ccol+1), gridExpand = TRUE, stack=TRUE);
+  ccol = ccol + dim(tbl)[[2]] + 2;
+
+  ccol = ccol + writeValuesTable(wb, sheet, as.data.frame(setInsuranceValuesLabels(contract$values$basicData)),
+                                 crow=crow, ccol=ccol, tableName="Grunddaten", styles=styles,
+                                 caption="Vertragsgrunddaten im Zeitverlauf", valueStyle=styles$currency0) + 1;
   setColWidths(wb, sheet, cols = 1:50, widths = "auto", ignoreMergedCells = TRUE)
 
+  # TODO: Change PremiumPayment column to 0=prf. / 1=prpfl. / -1=außerplanm.prf.
+  # TODO: Change InterestRate column to percent format
+
+
+
   ################################################
   # Print out Reserves and premium decomposition
   ################################################