remplacer le site FT par YAHOO finance

CHANGES.txt

@@ -2,3 +2,23 @@
 ---
 
 -  Initial version
+
+
+
+>>> quote.info
+{'language': 'en-US', 'region': 'US', 'quoteType': 'ETF', 'quoteSourceName': 'Delayed Quote', 'currency': 'USD', 'regularMarketChange': -0.5200043,
+'regularMarketOpen': 93.81, 'regularMarketDayHigh': 93.91, 'regularMarketDayLow': 92.44, 'regularMarketVolume': 4040066, 'askSize': 14, 
+'messageBoardId': 'finmb_22939711', 'fullExchangeName': 'NYSEArca', 'longName': 'Vanguard Real Estate Index Fund ETF Shares', 
+'financialCurrency': 'USD', 'averageDailyVolume3Month': 4826021, 'averageDailyVolume10Day': 4604087, 'fiftyTwoWeekLowChange': 22.009995, 
+'fiftyTwoWeekLowChangePercent': 0.30965102, 'fiftyTwoWeekRange': '71.08 - 94.07', 'fiftyTwoWeekHighChange': -0.98000336, 
+'fiftyTwoWeekHighChangePercent': -0.01041781, 'fiftyTwoWeekLow': 71.08, 'fiftyTwoWeekHigh': 94.07, 'esgPopulated': False, 'tradeable': True, 
+'trailingAnnualDividendRate': 3.533, 'trailingPE': 8.381201, 'trailingAnnualDividendYield': 0.037741695, 'ytdReturn': 25.76, 
+'trailingThreeMonthReturns': 7.14, 'trailingThreeMonthNavReturns': 7.21, 'epsTrailingTwelveMonths': 11.107, 'marketState': 'CLOSED', 
+'postMarketChangePercent': 0.042970154, 'postMarketTime': 1569618175, 'postMarketPrice': 93.13, 'postMarketChange': 0.040000916, 
+'regularMarketChangePercent': -0.55550075, 'regularMarketDayRange': '92.44 - 93.91', 'regularMarketPreviousClose': 93.61, 'bid': 93.03, 
+'ask': 93.13, 'bidSize': 11, 'exchange': 'PCX', 'shortName': 'Vanguard Real Estate ETF', 'exchangeDataDelayedBy': 0, 'priceHint': 2, 
+'sharesOutstanding': 370180992, 'bookValue': 63.751, 'fiftyDayAverage': 92.157425, 'fiftyDayAverageChange': 0.9325714, 
+'fiftyDayAverageChangePercent': 0.01011933, 'twoHundredDayAverage': 88.83857, 'twoHundredDayAverageChange': 4.2514267, 
+'twoHundredDayAverageChangePercent': 0.04785564, 'marketCap': 34460147712, 'priceToBook': 1.4602123, 'sourceInterval': 15, 
+'exchangeTimezoneName': 'America/New_York', 'exchangeTimezoneShortName': 'EDT', 'gmtOffSetMilliseconds': -14400000, 'triggerable': False, 
+'market': 'us_market', 'regularMarketPrice': 93.09, 'regularMarketTime': 1569614400, 'symbol': 'VNQ'}

caotek_mesavoirs/layout.py

@@ -3,6 +3,7 @@ from pyramid_layout.layout import layout_config
 from .security import groupfinder
 from .views.default import (
     to_euro,
+    to_usd,
     to_percent,
     to_decimal,
 )
@@ -22,6 +23,9 @@ class GlobalLayout(object):
     def to_euro(self, x):
         return to_euro(x)
 
+    def to_usd(self, x):
+        return to_usd(x)
+
     def to_percent(self, x, d):
         return to_percent(x, d)
 

caotek_mesavoirs/models/actifs.py

@@ -10,7 +10,6 @@ from zope.sqlalchemy import ZopeTransactionExtension, mark_changed
 
 from datetime import *
 import transaction
-from bs4 import BeautifulSoup 
 from urllib.request import urlopen
 
 from .default import (
@@ -141,33 +140,5 @@ def delete_histo(request, no_id):
     query = "DELETE FROM histo WHERE no_id = :no_id ;"
     execute_query(request, query, {'no_id': no_id})
     
-def getCurrencyRate(currency):
-    # specify the url
-    quote_page = 'https://markets.ft.com/data/currencies/tearsheet/summary?s=%seur' % currency
     
-    # query & parse the html using beautiful soap and store in variable `soup`
-    soup = BeautifulSoup(urlopen(quote_page), 'html.parser')
-    data_list = soup.find_all("span", class_="mod-ui-data-list__value")
-    if data_list:
-        # get the rate price in EUR
-        rate_price = float(data_list[0].text.replace(',',''))
-    else:
-        rate_price = 0.0
-        
-    return rate_price
-    
-def getFTQuote(ticker):
-    # specify the url of The Financial Times
-    quote_page = 'https://markets.ft.com/data/funds/tearsheet/historical?s=%s' % ticker
-    
-    # query & parse the html using beautiful soap and store in variable `soup`
-    soup = BeautifulSoup(urlopen(quote_page), 'html.parser')
-    data_list = soup.find_all("span", class_="mod-ui-data-list__value")
-    if data_list:
-        # get the quote price
-        quote_price = float(data_list[0].text.replace(',',''))
-    else:
-        quote_price = 0.0
-        
-    return quote_price
     

caotek_mesavoirs/templates/actifs/actif_edit.pt

@@ -31,39 +31,21 @@
 						data-fv-stringlength-max="15"
 						data-fv-stringlength-message="15 caractères maximum" />
 				</div>
-			</div>
+				<div class="col-xs-6">
-			<div class="form-group">
+					<p class="form-control-static">${actif.libelle}</p>
-				<label class="col-xs-2 control-label">Libellé</label>
-				<div class="col-xs-4">
-					<input class="form-control" type="text" name="libelle"
-						value="${actif.libelle}" placeholder="45 caractères maximum" 
-						data-fv-notempty="true"
-						data-fv-notempty-message="Le libellé est obligatoire"
-						data-fv-stringlength="true"
-						data-fv-stringlength-max="45"
-						data-fv-stringlength-message="45 caractères maximum" />
 				</div>
 			</div>
 			<div class="form-group">
 				<label class="control-label col-xs-2" for="nombre">Nombre</label>
-				<div class="col-xs-2">
+				<div class="col-xs-4">
 					<input class="form-control" type="text" id="nombre" name="nombre" value="${actif.nombre}"
 						data-fv-digits="true"
 						data-fv-digits-message="Le nombre doit être composé que de chiffres" />
 				</div>
 			</div>
-			<div class="form-group">
-				<label class="control-label col-xs-2">Devise</label>
-				<div class="col-xs-4">
-					<select class="form-control" name="devise">
-						<option value="EUR" tal:attributes="selected actif.devise == 'EUR' and 'selected' or None">EUR</option>
-						<option value="USD" tal:attributes="selected actif.devise == 'USD' and 'selected' or None">USD</option>
-					</select>
-				</div>
-			</div>
 			<div class="form-group">
 				<label class="control-label col-xs-2" for="pru">PRU</label>
-				<div class="col-xs-2">
+				<div class="col-xs-4">
 					<div class="input-group">
 						<div class="input-group-addon">€</div>
 						<input class="form-control" type="text" id="pru" name="pru" value="${actif.pru}"
@@ -74,7 +56,7 @@
 			</div>
 			<div class="form-group">
 				<label class="control-label col-xs-2" for="ter">TER</label>
-				<div class="col-xs-2">
+				<div class="col-xs-4">
 					<div class="input-group">
 						<div class="input-group-addon">%</div>
 						<input class="form-control" type="text" id="ter" name="ter" value="${actif.ter}"
@@ -85,7 +67,7 @@
 			</div>
 			<div class="form-group">
 				<label class="control-label col-xs-2" for="pc_rdt">% Rendement</label>
-				<div class="col-xs-2">
+				<div class="col-xs-4">
 					<div class="input-group">
 						<div class="input-group-addon">%</div>
 						<input class="form-control" type="text" id="pc_rdt" name="pc_rdt" value="${actif.pc_rdt}"
@@ -94,6 +76,12 @@
 					</div>
 				</div>
 			</div>
+			<div class="form-group">
+				<label class="control-label col-xs-2">Devise</label>
+				<div class="col-xs-7">
+					<p class="form-control-static">${actif.devise}</p>
+				</div>
+			</div>
 			<div class="form-group">
 				<label class="col-xs-2 control-label">Web site</label>
 				<div class="col-xs-8">

caotek_mesavoirs/templates/home.pt

@@ -115,7 +115,8 @@
 					<td class="${ligne.bg_color}">${ligne.classe}</td>
 					<td tal:condition="ligne.type=='ACTION'"><a href="actif_edit/${ligne.no_id}">${ligne.libelle}</a></td>
 					<td tal:condition="ligne.type!='ACTION'"><a href="actif2_edit/${ligne.no_id}">${ligne.libelle}</a></td>
-					<td class="text-right">${layout.to_euro(ligne.cours)}</td>
+					<td tal:condition="ligne.devise=='EUR'" class="text-right">${layout.to_euro(ligne.cours)}</td>
+					<td tal:condition="ligne.devise=='USD'" class="text-right">${layout.to_usd(ligne.cours)}</td>
 					<td class="text-right">${ligne.nombre}</td>
 					<td class="text-right">${layout.to_euro(ligne.valeur)}</td>
 					<td tal:condition="ligne.plus_value>=0" class="text-right" style="color: green;">${layout.to_euro(ligne.plus_value)}</td>

caotek_mesavoirs/views/actifs.py

@@ -31,6 +31,7 @@ from ..views.default import (
 
 import json
 import time
+import yfinance as yf
 
 
 @view_config(route_name='actif_edit', renderer='../templates/actifs/actif_edit.pt', permission='view')
@@ -70,14 +71,16 @@ def actif_edit(request):
                 new_values[param] = request.params[param]
         
         if new_values:
-            # récupérer les infos du symbole de FT finance
             if 'symbole' in request.params:
                 symbole = request.params['symbole']
             else:
                 symbole = actif.symbole
 
-            new_values['cours'] = getFTQuote(symbole)
+            # récupérer le cours du symbole de Yahoo finance
-            
+            ticker = yf.Ticker(symbole)
+            new_values['cours'] = ticker.info.get('regularMarketPrice')
+            new_values['devise'] = ticker.info.get('currency')
+            new_values['libelle'] = ticker.info.get('longName').replace('Distributing','').replace('Amundi Index Solutions - ','')
             update_actif(request, no_id, new_values)
             request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')
             return HTTPFound(location=request.route_url('home'))
@@ -244,7 +247,8 @@ def histo_edit(request):
                 
         if new_values:
             # lire le cours de l'indice de réfence : Carmignac Investissement A EUR Acc
-            new_values['cours_ref'] = getFTQuote('FR0010148981:EUR')
+            ticker = yf.Ticker('0P00000FB2.F')
+            new_values['cours_ref'] = ticker.info.get('regularMarketPrice')
             
             update_histo(request, no_id, new_values)
             request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')

caotek_mesavoirs/views/default.py

@@ -27,6 +27,7 @@ from ..models.members import (
 import time
 import hashlib
 import json
+import yfinance as yf
 
 def to_decimal(x):
     import decimal
@@ -98,27 +99,30 @@ def home(request):
         total += item.pc_cible
 
     if total != 100:
-        message = u'Attention, le total de votre répartition cible est incorrect : %s.' % total
+        message = 'Attention, le total de votre répartition cible est incorrect : %s.' % total
 
     # lire les actifs 
     actifs = get_actifs(request, '0')
 
     # MAJ du prtefeuille
     if 'form.submitted' in request.params:        
+        # lire le cours de EURUSD
+        ticker = yf.Ticker('EUR=X')
         # maj des parités des devises 
-        update_actif_devise(request, 'USD', getCurrencyRate('usd'))
+        update_actif_devise(request, 'USD', ticker.info.get('regularMarketPrice'))
     
         for item in actifs:
             if item.type == 'ACTION':
-                # get FT price               
+                # lire le cours de l'action
-                update_actif_valeur(request, item.symbole, getFTQuote(item.symbole))
+                ticker = yf.Ticker(item.symbole)
+                update_actif_valeur(request, item.symbole, ticker.info.get('regularMarketPrice'))
                 time.sleep(1)   # attendre 2 secondes
  
         # update du portefeuille
         update_portefeuille(request, logged_in)
         # relire les actifs 
         actifs = get_actifs(request, '0')
-        message = u'Le portefeuille est mis à jour avec succès.'
+        message = 'Le portefeuille est mis à jour avec succès.'
 
     total_valeur = 0
     total_pv = 0

setup.py

@@ -20,7 +20,7 @@ requires = [
     'zope.sqlalchemy',
     'waitress',
     'mysqlclient',
-    'beautifulsoup4',
+    'yfinance',
     'docutils',
     ]