caotek_monaa/caotek_mesavoirs/models/portfolio.py

# -*- coding: utf8 -*-
from sqlalchemy import text
from sqlalchemy.ext.declarative import declarative_base
from sqlalchemy.orm import (
    scoped_session,
    sessionmaker,
)

from zope.sqlalchemy import ZopeTransactionExtension, mark_changed

from datetime import *
import transaction
from urllib.request import urlopen

from .default import (
    execute_query,
)

def get_actifs(request, no_id):
    if no_id == '0':
        query = "SELECT actifs.*, classes.* FROM actifs INNER JOIN classes ON actifs.classe = classes.classe ORDER BY ordre, libelle"
        results = request.dbsession.execute(query).fetchall()
    else:
        # lire le actif par son identifiant
        query = """SELECT * FROM actifs WHERE no_id=:no_id;"""
        results = request.dbsession.execute(query, {'no_id': no_id}).first()
    return results

def update_actif(request, no_id, new_values):
    # formater les champs
    s = ''
    for param in new_values.keys():
        if param == 'symbole':
            new_values['symbole'] = new_values['symbole'].upper()

        if s:
            s += ",%s=:%s" % (param, param)
        else:
            s = "%s=:%s" % (param, param)

    if no_id == '0':
        query = "INSERT INTO actifs SET %s" % s
    else:
        new_values['no_id'] = no_id
        query = "UPDATE actifs SET %s WHERE no_id = :no_id;" % s
    execute_query(request, query, new_values)

def update_actif_devise(request, devise, taux):
    query = "UPDATE actifs SET parite = :taux WHERE devise = :devise;"
    execute_query(request, query, {'taux': taux, 'devise': devise})

def update_actif_valeur(request, symbole, cours, dividends):
    query = "UPDATE actifs SET cours = :cours, rendement = :dividends * nombre WHERE symbole = :symbole;"
    execute_query(request, query, {'symbole': symbole, 'cours': cours, 'dividends': dividends})

def update_portefeuille(request, logged_in):
    query = "CALL spUPD_PORTEFEUILLE(:logged_in);"
    execute_query(request, query,  {'logged_in': logged_in})

def delete_actif(request, no_id):
    query = "DELETE FROM actifs WHERE no_id = :no_id ;"
    execute_query(request, query, {'no_id': no_id})
    
def get_allocation(request, no_cat):
    if no_cat == '0':
        query = """
SELECT allocation.*, classes.* FROM allocation INNER JOIN classes ON allocation.classe = classes.classe
ORDER BY ordre"""
        results = request.dbsession.execute(query).fetchall()
    else:
        # lire le actif par son identifiant
        query = """SELECT * FROM allocation WHERE no_cat=:no_cat;"""
        results = request.dbsession.execute(query, {'no_cat': no_cat}).first()
    return results

def get_allocation_bytype(request, type):
    # lire le actif par son identifiant
    query = """SELECT allocation.*, classes.* FROM allocation INNER JOIN classes ON allocation.classe = classes.classe
WHERE type=:type ORDER by ordre;"""
    results = request.dbsession.execute(query, {'type': type}).fetchall()
    return results

def update_allocation(request, no_cat, new_values):
    # formater les champs
    s = ''
    for param in new_values.keys():
        if s:
            s += ",%s=:%s" % (param, param)
        else:
            s = "%s=:%s" % (param, param)

    if no_cat == '0':
        query = "INSERT INTO allocation SET %s" % s
    else:
        new_values['no_cat'] = no_cat
        query = "UPDATE allocation SET %s WHERE no_cat = :no_cat;" % s
    execute_query(request, query, new_values)

def delete_allocation(request, no_cat):
    query = "DELETE FROM allocation WHERE no_cat = :no_cat ;"
    execute_query(request, query, {'no_cat': no_cat})
    
def get_classes(request, classe):
    if classe == '0':
        query = """SELECT * FROM classes ORDER BY ordre"""
        results = request.dbsession.execute(query).fetchall()
    else:
        # lire la classe par son identifiant
        query = """SELECT * FROM classes WHERE classe=:classe;"""
        results = request.dbsession.execute(query, {'classe': classe}).first()
    return results

def get_histo(request, no_id):
    if no_id == '0':
        query = "SELECT * FROM histo ORDER BY date"
        results = request.dbsession.execute(query).fetchall()
    else:
        # lire le histo par le no_id
        query = """SELECT * FROM histo WHERE no_id=:no_id;"""
        results = request.dbsession.execute(query, {'no_id': no_id}).first()
    return results

def update_histo(request, no_id, new_values):
    # formater les champs
    s = ''
    for param in new_values.keys():
        if s:
            s += ",%s=:%s" % (param, param)
        else:
            s = "%s=:%s" % (param, param)

    if no_id == '0':
        query = "INSERT INTO histo SET date=CURRENT_DATE(), %s" % s
    else:
        new_values['no_id'] = no_id
        query = "UPDATE histo SET %s WHERE no_id = :no_id;" % s
    execute_query(request, query, new_values)

def delete_histo(request, no_id):
    query = "DELETE FROM histo WHERE no_id = :no_id ;"
    execute_query(request, query, {'no_id': no_id})
    
def get_dividends(ticker):
    d = 0
    # le ticker a des dividendes ?
    if len(ticker.dividends) > 0:
        # oui, cumuler les dividendes sur un an
        h = ticker.history(period="1y")
        nb = len(ticker.dividends)
        for i in range(nb):
            d += ticker.dividends[nb - 1 - i]
    # cas particulier
    elif ticker.info.get('symbol') == 'VUSA.AS':
        d = 0.889311 / 1.1  # convertir en EUR
    elif ticker.info.get('symbol') == 'VJPN.AS':
        d = 0.56836  / 1.1
    return d