380 lines
13 KiB
Python
380 lines
13 KiB
Python
# -*- coding: utf8 -*-
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from pyramid.response import Response
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from pyramid.renderers import render, get_renderer
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from pyramid.view import (
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view_config,
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forbidden_view_config,
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)
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from pyramid.security import (
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authenticated_userid,
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remember,
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forget,
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)
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from pyramid.httpexceptions import (
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HTTPFound,
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HTTPNotFound,
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HTTPForbidden,
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)
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from pyramid_mailer import get_mailer
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from pyramid_mailer.message import Message, Attachment
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from datetime import *
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import hashlib
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from sqlalchemy.exc import DBAPIError
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from ..security import groupfinder
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from ..models.default import *
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from ..models.actifs import *
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from ..models.members import (
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get_member_by_email,
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)
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from ..views.default import (
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to_euro,
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to_usd,
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to_decimal,
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)
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import json
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import time
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import urllib2
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from bs4 import BeautifulSoup
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def getYahooQuote(ticker):
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# specify the url
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quote_page = 'https://finance.yahoo.com/quote/%s/history/' % ticker
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# query & parse the html using beautiful soap and store in variable `soup`
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soup = BeautifulSoup(urllib2.urlopen(quote_page), 'html.parser')
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data = []
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# get the quote price
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rows = soup.findAll('table')[0].tbody.findAll('tr')
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for each_row in rows:
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divs = each_row.findAll('td')
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if divs[1].span.text != 'Dividend': #Ignore this row in the table
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#I'm only interested in 'Close' price;
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data.append({'Date': divs[0].span.text, 'Close': float(divs[5].span.text.replace(',',''))})
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# retourne la prière ligne
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return data[0]
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def getCurrencyRate(currency):
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# specify the url
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quote_page = 'http://www.finances.net/devises/courseuro'
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# query & parse the html using beautiful soap and store in variable `soup`
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soup = BeautifulSoup(urllib2.urlopen(quote_page), 'html.parser')
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# get the history table
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rows = soup.find('table', attrs={'class': 'news_table'}).tbody.findAll('tr')
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divs = rows[1].findAll('td')
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rate = divs[1].span.text
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return float(rate.replace(',','.'))
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@view_config(route_name='actifs_list', renderer='../templates/actifs/actifs_list.pt', permission='view')
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def actifs_list(request):
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url = request.route_url('actifs_list')
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logged_in = authenticated_userid(request)
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message = ''
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# lire les actifs
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items = get_actifs(request, '0')
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# MAJ du prtefeuille
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if 'form.submitted' in request.params:
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# maj des parités des devises d'après Yahoo finance
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update_actif_devise(request, 'USD', getCurrencyRate('USD'))
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for item in items:
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if item.type == 'ACTION':
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# get yahoo price
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quote_price = getYahooQuote(item.symbole)
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if quote_price:
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update_actif_valeur(request, item.symbole, quote_price['Close'])
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time.sleep(2) # attendre 2 secondes
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# update du portefeuille
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update_portefeuille(request, logged_in)
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# relire les actifs
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items = get_actifs(request, '0')
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message = u'Le portefeuille est mis à jour avec succès.'
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total_valeur = 0
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total_pv = 0
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for item in items:
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total_valeur += item.valeur
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total_pv += item.plus_value
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total_pc_value = total_pv / total_valeur * 100
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return {
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'page_title': u"Mes actifs",
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'url': url,
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'items': items,
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'message': message,
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'total_valeur': total_valeur,
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'total_pv': total_pv,
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'total_pc_value': total_pc_value,
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}
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@view_config(route_name='actif_edit', renderer='../templates/actifs/actif_edit.pt', permission='view')
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def actif_edit(request):
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no_id = request.matchdict['no_id']
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url = request.route_url('actif_edit', no_id=no_id)
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message = ''
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allocation_list = get_allocation_bytype(request,'ACTION')
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if no_id == '0':
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# nouveau
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actif = {}
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actif['no_id'] = '0'
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actif['symbole'] = ''
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actif['classe'] = ''
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actif['nombre'] = '0'
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actif['pru'] = '0'
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actif['ter'] = '0'
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actif['pc_rdt'] = '0'
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page_title= 'Nouvel actif ACTION'
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else:
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# lire la fiche du actif
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actif = get_actifs(request, no_id)
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if not actif:
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request.session.flash(u"Actif non trouvé : %s" % no_id, 'warning')
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return HTTPFound(location=request.route_url('actifs_list'))
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page_title= u"Actif ACTION : %s" % (actif.libelle)
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if 'form.submitted' in request.params:
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new_values = {}
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for param, db_value in actif.items():
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if param in request.params and request.params[param] != db_value:
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new_values[param] = request.params[param]
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if new_values:
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# récupérer les infos du symbole de Yahoo finance
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if 'symbole' in request.params:
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symbole = request.params['symbole']
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else:
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symbole = actif.symbole
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quote_price = getYahooQuote(symbole)
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if quote_price:
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new_values['cours'] = quote_price['Close']
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update_actif(request, no_id, new_values)
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request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')
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return HTTPFound(location=request.route_url('actifs_list'))
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else:
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message = 'Symbole inconnu. Veuillez ressaisir.'
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if 'form.deleted' in request.params:
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delete_actif(request, no_id)
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request.session.flash(u"La fiche a été supprimée avec succès.", 'success')
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return HTTPFound(location=request.route_url('actifs_list'))
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return {
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'page_title': page_title,
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'url': url,
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'actif': actif,
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'allocation_list': allocation_list,
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'message': message,
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}
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@view_config(route_name='actif2_edit', renderer='../templates/actifs/actif2_edit.pt', permission='view')
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def actif2_edit(request):
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no_id = request.matchdict['no_id']
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url = request.route_url('actif2_edit', no_id=no_id)
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message = ''
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allocation_list = get_allocation_bytype(request,'AUTRE')
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if no_id == '0':
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# nouveau
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actif = {}
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actif['no_id'] = '0'
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actif['symbole'] = ''
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actif['classe'] = ''
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actif['libelle'] = ''
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actif['pru'] = '0'
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actif['cours'] = '0'
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actif['ter'] = '0'
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actif['pc_rdt'] = '0'
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page_title= 'Nouvel actif'
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else:
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# lire la fiche du actif
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actif = get_actifs(request, no_id)
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if not actif:
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request.session.flash(u"Actif non trouvé : %s" % no_id, 'warning')
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return HTTPFound(location=request.route_url('actifs_list'))
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page_title= u"Actif : %s" % (actif.symbole)
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if 'form.submitted' in request.params:
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new_values = {}
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for param, db_value in actif.items():
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if param in request.params and request.params[param] != db_value:
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new_values[param] = request.params[param]
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if new_values:
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new_values['nombre'] = 1000
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new_values['devise'] = 'EUR'
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update_actif(request, no_id, new_values)
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request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')
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return HTTPFound(location=request.route_url('actifs_list'))
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if 'form.deleted' in request.params:
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delete_actif(request, no_id)
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request.session.flash(u"La fiche a été supprimée avec succès.", 'success')
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return HTTPFound(location=request.route_url('actifs_list'))
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return {
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'page_title': page_title,
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'url': url,
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'actif': actif,
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'allocation_list': allocation_list,
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'message': message,
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}
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@view_config(route_name='allocation_list', renderer='../templates/actifs/allocation_list.pt', permission='view')
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def allocation_list(request):
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message = ''
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# lire les allocation
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items = get_allocation(request, '0')
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# calculer % total
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total = 0
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donut_data=[]
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donut_data.append(('Allocation', 'Pourcent'))
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for item in items:
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# totaliser les pourcentages
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total += item.pc_cible
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# construire la liste pour donut
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d = (item.classe, item.pc_cible)
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donut_data.append(d)
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if total <> 100:
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message = u'Attention, le total de votre répartition cible ne fait pas 100%.'
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return {
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'page_title': u"Allocation cible",
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'message': message,
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'items': items,
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'total': total,
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'donut_data': json.dumps(donut_data),
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}
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@view_config(route_name='allocation_edit', renderer='../templates/actifs/allocation_edit.pt', permission='view')
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def allocation_edit(request):
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no_cat = request.matchdict['no_cat']
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url = request.route_url('allocation_edit', no_cat=no_cat)
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message = ''
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# lire les classes
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classes_list = get_classes(request, '0')
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if no_cat == '0':
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# nouveau
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allocation = {}
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allocation['no_cat'] = '0'
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allocation['classe'] = ''
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allocation['type'] = 'ACTION'
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allocation['pc_cible'] = '0'
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page_title= u'Nouvelle classe'
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else:
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# lire la fiche de la categorie
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allocation = get_allocation(request, no_cat)
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if not allocation:
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request.session.flash(u"Classe non trouvé : %s" % no_cat, 'warning')
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return HTTPFound(location=request.route_url('allocation_list'))
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page_title= u"Classe : %s" % (allocation.classe)
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if 'form.submitted' in request.params:
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new_values = {}
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for param, db_value in allocation.items():
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if param in request.params and request.params[param] != db_value:
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new_values[param] = request.params[param]
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if new_values:
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update_allocation(request, no_cat, new_values)
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request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')
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return HTTPFound(location=request.route_url('allocation_list'))
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if 'form.deleted' in request.params:
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delete_allocation(request, no_cat)
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request.session.flash(u"La fiche a été supprimée avec succès.", 'success')
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return HTTPFound(location=request.route_url('allocation_list'))
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return {
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'page_title': page_title,
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'url': url,
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'allocation': allocation,
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'classes_list': classes_list,
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'message': message,
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}
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@view_config(route_name='histo_list', renderer='../templates/actifs/histo_list.pt', permission='manage')
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def histo_list(request):
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# lire l historique
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items = get_histo(request, '0')
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liste=[]
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for item in items:
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# construire la liste pour datatable
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d = (item.date.strftime('%d/%m/%Y'), to_euro(item.mvt_cash), to_euro(item.valeur_pf), to_euro(item.nb_part),
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to_euro(item.val_part), to_euro(item.cours_ref), to_euro(item.val_part_ref), str(item.no_id).zfill(4))
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liste.append(d)
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return {
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'page_title': u'Historique',
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'dt_data': json.dumps(liste),
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}
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@view_config(route_name='histo_edit', renderer='../templates/actifs/histo_edit.pt', permission='view')
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def histo_edit(request):
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no_id = request.matchdict['no_id']
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url = request.route_url('histo_edit', no_id=no_id)
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message = ''
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today = datetime.today()
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if no_id == '0':
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# nouveau
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item = {}
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item['no_id'] = 0
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item['date'] = today
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item['mvt_cash'] = 0.0
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item['nb_part'] = 0.0
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page_title= u'Nouvelle valeur part'
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else:
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# lire la fiche de la categorie
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item = get_histo(request, no_id)
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if not item:
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request.session.flash(u"Histo non trouvé : %s" % no_id, 'warning')
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return HTTPFound(location=request.route_url('histo_list'))
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page_title= u"Valeur part au %s" % (item.date.strftime('%d/%m/%Y'))
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if 'form.submitted' in request.params:
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new_values = {}
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for param, db_value in item.items():
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if param in request.params and request.params[param] != db_value:
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new_values[param] = request.params[param]
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if new_values:
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# lire le cours de l'indice de réfence : Carmignac Investissement A EUR Acc
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sym = Share('FR0010148981.PA')
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new_values['cours_ref'] = sym.get_price()
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update_histo(request, no_id, new_values)
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request.session.flash(u"La fiche a été mise à jour avec succès.", 'success')
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return HTTPFound(location=request.route_url('histo_list'))
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if 'form.deleted' in request.params:
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delete_histo(request, no_id)
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request.session.flash(u"La fiche a été supprimée avec succès.", 'success')
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return HTTPFound(location=request.route_url('histo_list'))
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return {
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'page_title': page_title,
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'url': url,
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'item': item,
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'today': today,
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'message': message,
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}
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