améliorer la page d'accueil
This commit is contained in:
@@ -52,6 +52,10 @@ def update_actif_valeur(request, symbole, cours):
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query = "UPDATE actifs SET cours = :cours WHERE symbole = :symbole;"
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query = "UPDATE actifs SET cours = :cours WHERE symbole = :symbole;"
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execute_query(request, query, {'symbole': symbole, 'cours': cours})
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execute_query(request, query, {'symbole': symbole, 'cours': cours})
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def update_portefeuille(request):
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query = "CALL spUPD_PORTEFEUILLE();"
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execute_query(request, query, '')
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def delete_actif(request, no_id):
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def delete_actif(request, no_id):
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query = "DELETE FROM actifs WHERE no_id = :no_id ;"
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query = "DELETE FROM actifs WHERE no_id = :no_id ;"
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execute_query(request, query, {'no_id': no_id})
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execute_query(request, query, {'no_id': no_id})
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@@ -54,6 +54,12 @@ def get_categories(request, no_cat):
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results = request.dbsession.execute(query, {'no_cat': no_cat}).first()
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results = request.dbsession.execute(query, {'no_cat': no_cat}).first()
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return results
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return results
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def get_categories_bytype(request, type):
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# lire le actif par son identifiant
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query = """SELECT * FROM categories WHERE type=:type;"""
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results = request.dbsession.execute(query, {'type': type}).fetchall()
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return results
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def update_categorie(request, no_cat, new_values):
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def update_categorie(request, no_cat, new_values):
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# formater les champs
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# formater les champs
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s = ''
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s = ''
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@@ -11,7 +11,17 @@
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data-fv-icon-validating="glyphicon glyphicon-refresh">
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data-fv-icon-validating="glyphicon glyphicon-refresh">
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<div class="form-group">
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<div class="form-group">
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<label class="col-xs-2 control-label">Symbole</label>
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<label class="control-label col-xs-2" for="categorie">Catégorie</label>
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<div class="col-xs-3">
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<select class="form-control" id="categorie" name="categorie">
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<div tal:repeat="item categories_list">
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<option value="${item.categorie}" tal:attributes="selected actif.categorie==item.categorie and 'selected' or None">${item.categorie}</option>
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</div>
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</select>
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</div>
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</div>
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<div class="form-group">
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<label class="col-xs-2 control-label">Identifiant</label>
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<div class="col-xs-3">
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<div class="col-xs-3">
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<input class="form-control" type="text" name="symbole"
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<input class="form-control" type="text" name="symbole"
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value="${actif.symbole}" placeholder="15 caractères maximum"
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value="${actif.symbole}" placeholder="15 caractères maximum"
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@@ -23,35 +33,39 @@
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</div>
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</div>
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</div>
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</div>
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<div class="form-group">
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<div class="form-group">
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<label class="control-label col-xs-2" for="categorie">Catégorie</label>
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<label class="col-xs-2 control-label">Libellé</label>
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<div class="col-xs-3">
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<div class="col-xs-3">
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<select class="form-control" id="categorie" name="categorie">
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<input class="form-control" type="text" name="libelle"
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<div tal:repeat="item categories_list">
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value="${actif.libelle}" placeholder="45 caractères maximum"
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<option value="${item.categorie}" tal:attributes="selected actif.categorie==item.categorie and 'selected' or None">${item.categorie}</option>
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data-fv-notempty="true"
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</div>
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data-fv-notempty-message="Le libelle est obligatoire"
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</select>
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data-fv-stringlength="true"
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data-fv-stringlength-max="45"
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data-fv-stringlength-message="45 caractères maximum" />
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</div>
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</div>
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</div>
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</div>
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<div class="form-group">
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<div class="form-group">
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<label class="control-label col-xs-2" for="nombre">Nombre</label>
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<label class="control-label col-xs-2" for="pru">Total investi</label>
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<div class="col-xs-2">
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<input class="form-control" type="text" id="nombre" name="nombre" value="${actif.nombre}"
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data-fv-digits="true"
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data-fv-digits-message="Le nombre doit être composé que de chiffres" />
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</div>
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</div>
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<div class="form-group">
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<label class="control-label col-xs-2" for="pru">PRU</label>
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<div class="col-xs-2">
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<div class="col-xs-2">
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<div class="input-group">
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<div class="input-group">
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<div class="input-group-addon">€</div>
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<div class="input-group-addon">K€</div>
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<input class="form-control" type="text" id="pru" name="pru" value="${actif.pru}"
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<input class="form-control" type="text" id="pru" name="pru" value="${actif.pru}"
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data-fv-numeric="true"
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data-fv-numeric="true"
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data-fv-numeric-message="Le nombre doit être composé de chiffres et/ou de ." />
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data-fv-numeric-message="Le montant doit être composé de chiffres et/ou de ." />
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</div>
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</div>
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</div>
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<div class="form-group">
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<label class="control-label col-xs-2" for="cours">Total valeur</label>
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<div class="col-xs-2">
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<div class="input-group">
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<div class="input-group-addon">K€</div>
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<input class="form-control" type="text" id="cours" name="cours" value="${actif.cours}"
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data-fv-numeric="true"
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data-fv-numeric-message="Le montant doit être composé de chiffres et/ou de ." />
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<br />
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<div class="form-group">
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<div class="form-group">
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<div class="col-xs-offset-2 col-xs-10">
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<div class="col-xs-offset-2 col-xs-10">
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<div class="form-group">
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<div class="form-group">
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@@ -10,6 +10,16 @@
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data-fv-icon-invalid="glyphicon glyphicon-remove"
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data-fv-icon-invalid="glyphicon glyphicon-remove"
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data-fv-icon-validating="glyphicon glyphicon-refresh">
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data-fv-icon-validating="glyphicon glyphicon-refresh">
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<div class="form-group">
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<label class="control-label col-xs-2" for="categorie">Catégorie</label>
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<div class="col-xs-3">
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<select class="form-control" id="categorie" name="categorie">
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<div tal:repeat="item categories_list">
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<option value="${item.categorie}" tal:attributes="selected actif.categorie==item.categorie and 'selected' or None">${item.categorie}</option>
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</div>
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</select>
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</div>
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</div>
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<div class="form-group">
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<div class="form-group">
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<label class="col-xs-2 control-label">Symbole</label>
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<label class="col-xs-2 control-label">Symbole</label>
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<div class="col-xs-3">
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<div class="col-xs-3">
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@@ -1,7 +1,8 @@
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<metal:block use-macro="main_template">
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<metal:block use-macro="main_template">
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<div metal:fill-slot="content">
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<div metal:fill-slot="content">
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<div tal:condition="message" tal:content="message" class="alert alert-danger" />
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<div tal:condition="message" tal:content="message" class="alert alert-info" />
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<form id="actif_list-form" action="${url}" method="post">
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<form id="actif_list-form" action="${url}" method="post">
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<div class="form-group">
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<div class="form-group">
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<div class="form-group">
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<div class="form-group">
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@@ -19,25 +20,37 @@
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<th>Catégorie</th>
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<th>Catégorie</th>
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<th>Symbole</th>
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<th>Symbole</th>
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<th>Libellé</th>
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<th>Libellé</th>
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<th>Nombre</th>
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<th class="text-right">Nombre</th>
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<th>Cours</th>
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<th class="text-right">PRU</th>
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<th>PRU</th>
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<th class="text-right">Cours</th>
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<th>Valeur</th>
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<th class="text-right">Valeur</th>
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<th>Plus-Value</th>
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<th class="text-right">+/- Valeur</th>
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<th class="text-right">% de +/-</th>
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<th class="text-right">% PF</th>
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</tr>
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</tr>
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</thead>
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</thead>
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<tbody>
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<tbody>
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<tr tal:repeat="ligne items">
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<tr tal:repeat="ligne items">
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<td class="${ligne.bg}">${ligne.categorie}</td>
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<td class="${ligne.bg}">${ligne.categorie}</td>
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<td>${ligne.symbole}</td>
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<td>${ligne.symbole}</td>
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<td tal:condition="ligne.categorie[:6]=='Action'"><a href="actif_edit/${ligne.no_id}">${ligne.libelle}</a></td>
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<td tal:condition="ligne.type=='ACTION'"><a href="actif_edit/${ligne.no_id}">${ligne.libelle}</a></td>
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<td tal:condition="ligne.categorie[:6]<>'Action'"><a href="actif2_edit/${ligne.no_id}">${ligne.libelle}</a></td>
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<td tal:condition="ligne.type<>'ACTION'"><a href="actif2_edit/${ligne.no_id}">${ligne.libelle}</a></td>
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<td class="text-right">${ligne.nombre}</td>
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<td class="text-right">${ligne.nombre}</td>
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<td class="text-right">${ligne.cours}</td>
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<td class="text-right">${layout.to_euro(ligne.pru)}</td>
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<td class="text-right">${layout.to_euro(ligne.pru)}</td>
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<td class="text-right">${ligne.cours}</td>
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<td class="text-right">${layout.to_euro(ligne.valeur)}</td>
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<td class="text-right">${layout.to_euro(ligne.valeur)}</td>
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<td tal:condition="ligne.plus_value>=0" class="text-right" style="color: green;">${layout.to_euro(ligne.plus_value)}</td>
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<td tal:condition="ligne.plus_value>=0" class="text-right" style="color: green;">${layout.to_euro(ligne.plus_value)}</td>
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<td tal:condition="ligne.plus_value <0" class="text-right" style="color: red;">${layout.to_euro(ligne.plus_value)}</td>
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<td tal:condition="ligne.plus_value <0" class="text-right" style="color: red;">${layout.to_euro(ligne.plus_value)}</td>
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<td tal:condition="ligne.pc_plusvalue>=0" class="text-right" style="color: green;">${layout.to_percent(ligne.pc_plusvalue)}</td>
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<td tal:condition="ligne.pc_plusvalue <0" class="text-right" style="color: red;">${layout.to_percent(ligne.pc_plusvalue)}</td>
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<td class="text-right">${ligne.pc_allocation} %</td>
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</tr>
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<tr>
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<td class="text-right" colspan="6"><b>Total</b></td>
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<td class="text-right"><b>${layout.to_euro(total_valeur)}</b></td>
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<td class="text-right"><b>${layout.to_euro(total_pv)}</b></td>
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<td class="text-right"><b>${layout.to_percent(total_pc_value)}</b></td>
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<td class="text-right"><b>100.0 %</b></td>
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</tr>
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</tr>
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</tbody>
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</tbody>
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</table>
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</table>
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@@ -11,7 +11,7 @@
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data-fv-icon-validating="glyphicon glyphicon-refresh">
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data-fv-icon-validating="glyphicon glyphicon-refresh">
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<div class="form-group">
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<div class="form-group">
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<label class="col-xs-2 control-label">Categorie</label>
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<label class="col-xs-2 control-label">Libellé</label>
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<div class="col-xs-3">
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<div class="col-xs-3">
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<input class="form-control" type="text" name="categorie"
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<input class="form-control" type="text" name="categorie"
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value="${categorie.categorie}" placeholder="15 caractères maximum"
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value="${categorie.categorie}" placeholder="15 caractères maximum"
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@@ -22,6 +22,16 @@
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data-fv-stringlength-message="15 caractères maximum" />
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data-fv-stringlength-message="15 caractères maximum" />
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</div>
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</div>
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</div>
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</div>
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<div class="form-group">
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<label class="col-xs-2 control-label">Type</label>
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<div class="col-xs-2">
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<select class="form-control" id="type" name="type">
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<div tal:repeat="item types_list">
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<option value="${item}" tal:attributes="selected categorie.type==item and 'selected' or None">${item}</option>
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</div>
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</select>
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</div>
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</div>
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<div class="form-group">
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<div class="form-group">
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<label class="control-label col-xs-2" for="pc_cible">Pourcentage cible</label>
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<label class="control-label col-xs-2" for="pc_cible">Pourcentage cible</label>
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<div class="col-xs-2">
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<div class="col-xs-2">
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@@ -3,33 +3,78 @@
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<div tal:condition="message" tal:content="message" class="alert alert-danger" />
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<div tal:condition="message" tal:content="message" class="alert alert-danger" />
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<p>
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<div class="row">
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<a href="categorie_edit/0" class="btn btn-success" role="button">
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<p>"<i>Investment success depends on asset allocation, diversification, and risk management, not on complexity.</i>" Tweddell and Pierce</p>
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<span class="glyphicon glyphicon-plus"></span> Nouvelle categorie</a>
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<div class="col-md-6">
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</p>
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<table id="categories_list" class="table table-condensed table-bordered">
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<div class="col-md-6">
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<thead>
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<table id="categories_list" class="table table-striped table-bordered">
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<tr>
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<thead>
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<th>Catégorie</th>
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<tr>
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<th class="text-right">% cible</th>
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<th>Categorie</th>
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<th class="text-right">% actuel</th>
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<th class="text-right">% cible</th>
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<th class="text-right">Ecart</th>
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<th class="text-right">% atteint</th>
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<th class="text-right">Valeur</th>
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<th class="text-right">Valeur</th>
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</tr>
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</tr>
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</thead>
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</thead>
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<tbody>
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<tbody>
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<tr tal:repeat="item items">
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<tr tal:repeat="item items">
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<td class="${item.bg}"><a href="categorie_edit/${item.no_cat}">${item.categorie}</a></td>
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<td class="${item.bg}"><a href="categorie_edit/${item.no_cat}">${item.categorie}</a></td>
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<td class="text-right">${item.pc_cible} %</td>
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<td class="text-right">${layout.to_percent(item.pc_cible)}</td>
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<td class="text-right">${layout.to_percent(item.pc_atteint)}</td>
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<td class="text-right">${layout.to_percent(item.pc_atteint)}</td>
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<td class="text-right">${layout.to_percent(item.pc_atteint - item.pc_cible)}</td>
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<td class="text-right">${layout.to_euro(item.valeur)}</td>
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<td class="text-right">${layout.to_euro(item.valeur)}</td>
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</tr>
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</tr>
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</tbody>
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</tbody>
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</table>
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</table>
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</div>
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<p>
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<a href="categorie_edit/0" class="btn btn-success" role="button">
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<span class="glyphicon glyphicon-plus"></span> Nouvelle catégorie</a>
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</p>
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</div>
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<div class="row">
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<h3>+ diversification + bas coût</h3>
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<p>"<i>Diversification is not determined by the number of securities held.</i>"
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<a hhref="http://www.etf.com/sections/index-investor-corner">Larry Swedroe</a></p>
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<div class="col-md-8">
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<table id="actifs_list" class="table table-condensed table-bordered">
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<thead>
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<tr>
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<th>Catégorie</th>
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<th>Libellé</th>
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<th class="text-right">Valeur</th>
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<th class="text-right">+/- Valeur</th>
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||||||
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<th class="text-right">% de +/-</th>
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||||||
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<th class="text-right">% PF</th>
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</tr>
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</thead>
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<tbody>
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<tr tal:repeat="ligne actifs">
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<td class="${ligne.bg}">${ligne.categorie}</td>
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||||||
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<td>${ligne.libelle}</td>
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<td class="text-right">${layout.to_euro(ligne.valeur)}</td>
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<td tal:condition="ligne.plus_value>=0" class="text-right" style="color: green;">${layout.to_euro(ligne.plus_value)}</td>
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<td tal:condition="ligne.plus_value <0" class="text-right" style="color: red;">${layout.to_euro(ligne.plus_value)}</td>
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<td tal:condition="ligne.pc_plusvalue>=0" class="text-right" style="color: green;">${layout.to_percent(ligne.pc_plusvalue)}</td>
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||||||
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<td tal:condition="ligne.pc_plusvalue <0" class="text-right" style="color: red;">${layout.to_percent(ligne.pc_plusvalue)}</td>
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<td class="text-right">${ligne.pc_allocation} %</td>
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||||||
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</tr>
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<tr>
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||||||
|
<td colspan="2"></td>
|
||||||
|
<td class="text-right">${layout.to_euro(total_valeur)}</td>
|
||||||
|
<td class="text-right">${layout.to_euro(total_pv)}</td>
|
||||||
|
<td class="text-right">${layout.to_percent(total_pc_value)}</td>
|
||||||
|
<td class="text-right">100 %</td>
|
||||||
|
</tr>
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
<br />
|
||||||
|
<br />
|
||||||
|
<br />
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
<br />
|
|
||||||
<br />
|
|
||||||
|
|
||||||
</div><!-- content -->
|
</div><!-- content -->
|
||||||
</metal:block>
|
</metal:block>
|
||||||
|
|||||||
@@ -54,8 +54,8 @@
|
|||||||
</div>
|
</div>
|
||||||
<div class="collapse navbar-collapse" id="myNavbar" tal:condition="not layout.isAnonymous()">
|
<div class="collapse navbar-collapse" id="myNavbar" tal:condition="not layout.isAnonymous()">
|
||||||
<ul class="nav navbar-nav navbar-right">
|
<ul class="nav navbar-nav navbar-right">
|
||||||
|
<li><a href="${request.application_url}/">ALLOCATION</a></li>
|
||||||
<li><a href="${request.application_url}/actifs_list">ACTIFS</a></li>
|
<li><a href="${request.application_url}/actifs_list">ACTIFS</a></li>
|
||||||
<li><a href="${request.application_url}/allocations">ALLOCATION</a></li>
|
|
||||||
<li><a href="${request.application_url}/doc_list">DOCS</a></li>
|
<li><a href="${request.application_url}/doc_list">DOCS</a></li>
|
||||||
${panel('dropdown_menu_panel')}
|
${panel('dropdown_menu_panel')}
|
||||||
</ul>
|
</ul>
|
||||||
|
|||||||
@@ -51,17 +51,32 @@ def actifs_list(request):
|
|||||||
update_actif_devise(request, 'USD', usdeur.get_rate())
|
update_actif_devise(request, 'USD', usdeur.get_rate())
|
||||||
|
|
||||||
for item in items:
|
for item in items:
|
||||||
sym = Share(item.symbole)
|
if item.type == 'ACTION':
|
||||||
update_actif_valeur(request, item.symbole, sym.get_price())
|
sym = Share(item.symbole)
|
||||||
# relire les actifs
|
# import pdb;pdb.set_trace()
|
||||||
items = get_actifs(request, '0')
|
update_actif_valeur(request, item.symbole, sym.get_price())
|
||||||
message = u'Le portefeuille est mis à jour avec succès.'
|
|
||||||
|
# relire les actifs
|
||||||
|
items = get_actifs(request, '0')
|
||||||
|
message = u'Le portefeuille est mis à jour avec succès.'
|
||||||
|
# update du portefeuille
|
||||||
|
update_portefeuille(request)
|
||||||
|
|
||||||
|
total_valeur = 0
|
||||||
|
total_pv = 0
|
||||||
|
for item in items:
|
||||||
|
total_valeur += item.valeur
|
||||||
|
total_pv += item.plus_value
|
||||||
|
total_pc_value = total_pv / total_valeur * 100
|
||||||
|
|
||||||
return {
|
return {
|
||||||
'page_title': u"Mes actifs",
|
'page_title': u"Mes actifs",
|
||||||
'url': url,
|
'url': url,
|
||||||
'items': items,
|
'items': items,
|
||||||
'message': message,
|
'message': message,
|
||||||
|
'total_valeur': total_valeur,
|
||||||
|
'total_pv': total_pv,
|
||||||
|
'total_pc_value': total_pc_value,
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|
||||||
@@ -70,7 +85,7 @@ def actif_edit(request):
|
|||||||
no_id = request.matchdict['no_id']
|
no_id = request.matchdict['no_id']
|
||||||
url = request.route_url('actif_edit', no_id=no_id)
|
url = request.route_url('actif_edit', no_id=no_id)
|
||||||
message = ''
|
message = ''
|
||||||
categories_list = get_categories(request,'0')
|
categories_list = get_categories_bytype(request,'ACTION')
|
||||||
|
|
||||||
if no_id == '0':
|
if no_id == '0':
|
||||||
# nouveau
|
# nouveau
|
||||||
@@ -86,8 +101,8 @@ def actif_edit(request):
|
|||||||
actif = get_actifs(request, no_id)
|
actif = get_actifs(request, no_id)
|
||||||
if not actif:
|
if not actif:
|
||||||
request.session.flash(u"Actif non trouvé : %s" % no_id, 'warning')
|
request.session.flash(u"Actif non trouvé : %s" % no_id, 'warning')
|
||||||
return HTTPFound(location=request.route_url('home'))
|
return HTTPFound(location=request.route_url('actifs_list'))
|
||||||
page_title= u"Actif : %s" % (actif.libelle)
|
page_title= u"Actif ACTION : %s" % (actif.libelle)
|
||||||
|
|
||||||
if 'form.submitted' in request.params:
|
if 'form.submitted' in request.params:
|
||||||
new_values = {}
|
new_values = {}
|
||||||
@@ -109,16 +124,18 @@ def actif_edit(request):
|
|||||||
new_values['cours'] = sym.get_price()
|
new_values['cours'] = sym.get_price()
|
||||||
new_values['devise'] = sym.get_currency()
|
new_values['devise'] = sym.get_currency()
|
||||||
|
|
||||||
|
# ajouter son type
|
||||||
|
new_values['type'] = 'ACTION'
|
||||||
update_actif(request, no_id, new_values)
|
update_actif(request, no_id, new_values)
|
||||||
request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')
|
request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')
|
||||||
return HTTPFound(location=request.route_url('home'))
|
return HTTPFound(location=request.route_url('actifs_list'))
|
||||||
else:
|
else:
|
||||||
message = 'Symbole inconnu. Veuillez ressaisir.'
|
message = 'Symbole inconnu. Veuillez ressaisir.'
|
||||||
|
|
||||||
if 'form.deleted' in request.params:
|
if 'form.deleted' in request.params:
|
||||||
delete_actif(request, no_id)
|
delete_actif(request, no_id)
|
||||||
request.session.flash(u"La fiche a été supprimée avec succès.", 'success')
|
request.session.flash(u"La fiche a été supprimée avec succès.", 'success')
|
||||||
return HTTPFound(location=request.route_url('home'))
|
return HTTPFound(location=request.route_url('actifs_list'))
|
||||||
|
|
||||||
return {
|
return {
|
||||||
'page_title': page_title,
|
'page_title': page_title,
|
||||||
@@ -133,23 +150,24 @@ def actif2_edit(request):
|
|||||||
no_id = request.matchdict['no_id']
|
no_id = request.matchdict['no_id']
|
||||||
url = request.route_url('actif2_edit', no_id=no_id)
|
url = request.route_url('actif2_edit', no_id=no_id)
|
||||||
message = ''
|
message = ''
|
||||||
categories_list = get_categories(request,'0')
|
categories_list = get_categories_bytype(request,'AUTRE')
|
||||||
|
|
||||||
if no_id == '0':
|
if no_id == '0':
|
||||||
# nouveau
|
# nouveau
|
||||||
actif = {}
|
actif = {}
|
||||||
actif['no_id'] = '0'
|
actif['no_id'] = '0'
|
||||||
actif['symbole'] = ''
|
actif['symbole'] = ''
|
||||||
actif['categorie'] = 'Actions Europe'
|
actif['categorie'] = 'Obligations'
|
||||||
actif['nombre'] = '0'
|
actif['libelle'] = ''
|
||||||
actif['pru'] = '0'
|
actif['pru'] = '0'
|
||||||
|
actif['cours'] = '0'
|
||||||
page_title= 'Nouvel actif'
|
page_title= 'Nouvel actif'
|
||||||
else:
|
else:
|
||||||
# lire la fiche du actif
|
# lire la fiche du actif
|
||||||
actif = get_actifs(request, no_id)
|
actif = get_actifs(request, no_id)
|
||||||
if not actif:
|
if not actif:
|
||||||
request.session.flash(u"Actif non trouvé : %s" % no_id, 'warning')
|
request.session.flash(u"Actif non trouvé : %s" % no_id, 'warning')
|
||||||
return HTTPFound(location=request.route_url('home'))
|
return HTTPFound(location=request.route_url('actifs_list'))
|
||||||
page_title= u"Actif : %s" % (actif.symbole)
|
page_title= u"Actif : %s" % (actif.symbole)
|
||||||
|
|
||||||
if 'form.submitted' in request.params:
|
if 'form.submitted' in request.params:
|
||||||
@@ -159,29 +177,18 @@ def actif2_edit(request):
|
|||||||
new_values[param] = request.params[param]
|
new_values[param] = request.params[param]
|
||||||
|
|
||||||
if new_values:
|
if new_values:
|
||||||
# récupérer les infos du symbole de Yahoo finance
|
new_values['nombre'] = 1000
|
||||||
if 'symbole' in request.params:
|
new_values['devise'] = 'EUR'
|
||||||
symbole = request.params['symbole']
|
# ajouter son type
|
||||||
else:
|
new_values['type'] = 'AUTRE'
|
||||||
symbole = actif.symbole
|
update_actif(request, no_id, new_values)
|
||||||
sym = Share(symbole)
|
request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')
|
||||||
|
return HTTPFound(location=request.route_url('actifs_list'))
|
||||||
if sym.get_name() <> None:
|
|
||||||
# import pdb;pdb.set_trace()
|
|
||||||
new_values['libelle'] = sym.get_name()
|
|
||||||
new_values['cours'] = sym.get_price()
|
|
||||||
new_values['devise'] = sym.get_currency()
|
|
||||||
|
|
||||||
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'))
|
|
||||||
else:
|
|
||||||
message = 'Symbole inconnu. Veuillez ressaisir.'
|
|
||||||
|
|
||||||
if 'form.deleted' in request.params:
|
if 'form.deleted' in request.params:
|
||||||
delete_actif(request, no_id)
|
delete_actif(request, no_id)
|
||||||
request.session.flash(u"La fiche a été supprimée avec succès.", 'success')
|
request.session.flash(u"La fiche a été supprimée avec succès.", 'success')
|
||||||
return HTTPFound(location=request.route_url('home'))
|
return HTTPFound(location=request.route_url('actifs_list'))
|
||||||
|
|
||||||
return {
|
return {
|
||||||
'page_title': page_title,
|
'page_title': page_title,
|
||||||
|
|||||||
@@ -26,6 +26,9 @@ from sqlalchemy.exc import DBAPIError
|
|||||||
from ..security import groupfinder
|
from ..security import groupfinder
|
||||||
|
|
||||||
from ..models.default import *
|
from ..models.default import *
|
||||||
|
from ..models.actifs import (
|
||||||
|
get_actifs,
|
||||||
|
)
|
||||||
from ..models.members import (
|
from ..models.members import (
|
||||||
get_member_by_email,
|
get_member_by_email,
|
||||||
)
|
)
|
||||||
@@ -41,7 +44,7 @@ def to_euro(x):
|
|||||||
#if x == 0:
|
#if x == 0:
|
||||||
# return ""
|
# return ""
|
||||||
#else:
|
#else:
|
||||||
return (u"%.2f €" % x).replace('.', ',')
|
return (u"{:,.2f}".format(x).replace(',', ' ').replace('.', ',') + u" €")
|
||||||
|
|
||||||
def to_usd(x):
|
def to_usd(x):
|
||||||
"""Takes a float and returns a string"""
|
"""Takes a float and returns a string"""
|
||||||
@@ -60,26 +63,40 @@ def to_int(x):
|
|||||||
|
|
||||||
def to_percent(x):
|
def to_percent(x):
|
||||||
"""Takes a float and returns a string"""
|
"""Takes a float and returns a string"""
|
||||||
return (u"%.2f " % x).replace('.', ',') + "%"
|
return (u"%.1f " % x).replace('.', ',') + "%"
|
||||||
|
|
||||||
|
|
||||||
@view_config(route_name='home', renderer='../templates/home.pt', permission='view')
|
@view_config(route_name='home', renderer='../templates/home.pt', permission='view')
|
||||||
def home(request):
|
def home(request):
|
||||||
message = ''
|
message = ''
|
||||||
logged_in = authenticated_userid(request)
|
|
||||||
# lire la fiche du membre
|
|
||||||
membre = get_member_by_email(request, logged_in)
|
|
||||||
if not membre:
|
|
||||||
request.session.flash(u"Utilisateur non trouvé : %s" % logged_in, 'warning')
|
|
||||||
return HTTPFound(location=request.route_url('/'))
|
|
||||||
|
|
||||||
# lire les categories
|
# lire les categories
|
||||||
items = get_categories(request, '0')
|
items = get_categories(request, '0')
|
||||||
|
# calculer % total
|
||||||
|
total = 0
|
||||||
|
for item in items:
|
||||||
|
total += item.pc_cible
|
||||||
|
if total <> 100:
|
||||||
|
message = u'Attention, le total de votre répartition cible ne fait pas 100%.'
|
||||||
|
|
||||||
|
# lire les actifs
|
||||||
|
actifs = get_actifs(request, '0')
|
||||||
|
|
||||||
|
total_valeur = 0
|
||||||
|
total_pv = 0
|
||||||
|
for item in actifs:
|
||||||
|
total_valeur += item.valeur
|
||||||
|
total_pv += item.plus_value
|
||||||
|
total_pc_value = total_pv / total_valeur * 100
|
||||||
|
|
||||||
return {
|
return {
|
||||||
'page_title': u"%s %s" % (membre.prenom, membre.nom),
|
'page_title': u"Allocation d'actifs",
|
||||||
'message': message,
|
'message': message,
|
||||||
'items': items,
|
'items': items,
|
||||||
|
'actifs': actifs,
|
||||||
|
'total_valeur': total_valeur,
|
||||||
|
'total_pv': total_pv,
|
||||||
|
'total_pc_value': total_pc_value,
|
||||||
}
|
}
|
||||||
|
|
||||||
@view_config(route_name='doc_list', renderer='../templates/doc_list.pt', permission='view')
|
@view_config(route_name='doc_list', renderer='../templates/doc_list.pt', permission='view')
|
||||||
@@ -182,13 +199,14 @@ def categorie_edit(request):
|
|||||||
no_cat = request.matchdict['no_cat']
|
no_cat = request.matchdict['no_cat']
|
||||||
url = request.route_url('categorie_edit', no_cat=no_cat)
|
url = request.route_url('categorie_edit', no_cat=no_cat)
|
||||||
message = ''
|
message = ''
|
||||||
categories_list = get_categories(request,'0')
|
types_list = ['ACTION', 'AUTRE']
|
||||||
|
|
||||||
if no_cat == '0':
|
if no_cat == '0':
|
||||||
# nouveau
|
# nouveau
|
||||||
categorie = {}
|
categorie = {}
|
||||||
categorie['no_cat'] = '0'
|
categorie['no_cat'] = '0'
|
||||||
categorie['categorie'] = ''
|
categorie['categorie'] = ''
|
||||||
|
categorie['type'] = 'ACTION'
|
||||||
categorie['pc_cible'] = '0'
|
categorie['pc_cible'] = '0'
|
||||||
page_title= u'Nouvelle catégorie'
|
page_title= u'Nouvelle catégorie'
|
||||||
else:
|
else:
|
||||||
@@ -220,5 +238,6 @@ def categorie_edit(request):
|
|||||||
'page_title': page_title,
|
'page_title': page_title,
|
||||||
'url': url,
|
'url': url,
|
||||||
'categorie': categorie,
|
'categorie': categorie,
|
||||||
|
'types_list': types_list,
|
||||||
'message': message,
|
'message': message,
|
||||||
}
|
}
|
||||||
Reference in New Issue
Block a user