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fixed histo_edit

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Phuoc
2023-02-08 17:41:07 +01:00
parent 7059553a03
commit d95ae8eeeb
9 changed files with 77 additions and 42 deletions
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56
cao_blogr/views/portfolio.py
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@@ -47,26 +47,28 @@ def portfolio(request):
if 'form.submitted' in request.params:
# lire le cours de EURUSD
ticker = yf.Ticker('EUR=X')
# maj des parités des devises
PFService.update_actif_devise(request, 'USD', ticker.info.get('regularMarketPrice'))
taux = ticker.fast_info.get('lastPrice')
PFService.update_actif_devise(request, 'USD', taux)
for item in actifs:
if item.Allocation.type == 'ACTION':
# lire le cours de l'action
ticker = yf.Ticker(item.Actifs.symbole)
# ticker delisted ?
if ticker.info == None:
if item.Actifs.symbole == 'SHLDQ':
price = 0
dividends = 0
else:
price = ticker.info.get('regularMarketPrice')
# caluler son rendement
dividends = PFService.get_dividends(ticker)
price = ticker.fast_info.get('lastPrice')
# caluler son rendement
dividends = PFService.get_dividends(ticker)
PFService.update_actif_valeur(request, item.Actifs.symbole, price, dividends)
# time.sleep(1) # attendre 2 secondes
# update du portefeuille
PFService.update_portefeuille(request, logged_in)
PFService.update_portefeuille(request)
# relire les actifs
actifs = PFService.get_actifs(request, '0')
request.session.flash('Le portefeuille est mis à jour avec succès.', 'success')
@@ -190,16 +192,28 @@ def histo_edit(request):
page_title = "Modifier histo no " + str(entry.no_id)
if 'form.submitted' in request.params and form.validate():
if no_id == '0':
form.populate_obj(entry)
request.dbsession.add(entry)
return HTTPFound(location=request.route_url('histo_list'))
else:
del form.no_id # SECURITY: prevent overwriting of primary key
form.populate_obj(entry)
# lire le cours de l'indice de réfence : Carmignac Investissement A EUR Acc
ticker = yf.Ticker('0P00000FB2.F')
entry.cours_ref = ticker.info.get('regularMarketPrice')
form.populate_obj(entry)
# lire le cours de l'indice de réfence : Carmignac Investissement A EUR Acc
ticker = yf.Ticker('0P00000FB2.F')
entry.cours_ref = ticker.fast_info.last_price
# lire le dernier histo
last = PFService.get_last_histo(request)
# lire les actifs et cumuler leurs valeurs
actifs = PFService.get_actifs(request, '0')
valeur_pf = 0
for item in actifs:
valeur_pf += item.Actifs.valeur
entry.valeur_pf = valeur_pf
# nlle valeur part = ancienne + nouvelle ratio
entry.nb_part = last.nb_part + (float(entry.mvt_cash) / (valeur_pf - float(entry.mvt_cash))/last.nb_part)
entry.val_part = entry.valeur_pf / entry.nb_part
entry.val_part_ref = float(entry.cours_ref) * last.val_part_ref / last.cours_ref
request.dbsession.add(entry)
return HTTPFound(location=request.route_url('histo_list'))
@@ -249,8 +263,8 @@ def actif_edit(request):
form.populate_obj(entry)
# récupérer le cours du symbole de Yahoo finance
ticker = yf.Ticker(entry.symbole)
entry.cours = ticker.fast_info.last_price
entry.devise = ticker.info.get('currency')
entry.cours = ticker.fast_info.get('lastPrice')
entry.devise = ticker.fast_info.get('currency')
entry.libelle = html.unescape(ticker.info.get('shortName'))
# raccourcir le libelle
entry.libelle = entry.libelle.replace('UCITS ','')
@@ -267,8 +281,8 @@ def actif_edit(request):
form.populate_obj(entry)
# récupérer le cours du symbole de Yahoo finance
ticker = yf.Ticker(entry.symbole)
entry.cours = ticker.fast_info.last_price
entry.devise = ticker.info.get('currency')
entry.cours = ticker.fast_info.get('lastPrice')
entry.devise = ticker.fast_info.get('currency')
entry.libelle = html.unescape(ticker.info.get('shortName'))
# raccourcir le libelle
entry.libelle = entry.libelle.replace('UCITS ','')