added actif_edit template

cao_blogr/views/portfolio.py

@@ -3,12 +3,13 @@ from pyramid.view import (
 )
 from pyramid.httpexceptions import HTTPFound
 from ..services.portfolio import PFService
-from ..forms import AllocationForm, HistoForm
-from ..models.portfolio import Histo, Allocation
+from ..forms import ActifForm, Actif2Form, AllocationForm, HistoForm
+from ..models.portfolio import Actifs, Histo, Allocation
 
 import datetime #<- will be used to set default dates on models
 import yfinance as yf
 import json
+import html
 
 @view_config(route_name='portfolio', renderer='../templates/portfolio/portfolio.jinja2', permission='view')
 def portfolio(request):
@@ -113,7 +114,7 @@ def portfolio(request):
 @view_config(route_name='histo_list', renderer='../templates/portfolio/histo_list.jinja2', permission='view')
 def histo_list(request):
     # lire l historique 
-    items = PFService.get_histo(request, '0')
+    items = PFService.get_histo(request, '-1')
         
     return {
         'page_title': 'Historique des parts',
@@ -213,3 +214,145 @@ def histo_edit(request):
         'form': form,
         'item': entry,
         }
+
+@view_config(route_name='actif_edit', renderer='../templates/portfolio/actif_edit.jinja2', permission='view')
+def actif_edit(request):
+    no_id = request.matchdict['no_id']
+    url = request.route_url('actif_edit', no_id=no_id)
+
+    # get the list of classes 
+    classes = PFService.get_allocation_byType(request, 'ACTION')
+
+    if no_id == '0':
+        # create a new allocation
+        entry = Actifs()
+        entry.pru = 0
+        entry.cours = 0
+        entry.pc_rdt = 0
+        entry.ter = 0
+        form = ActifForm(request.POST, entry)
+        form.classe.choices = [(row.classe, row.classe) for row in classes]
+        page_title = "Nouvel actif"
+
+    else:
+        # modify post
+        entry = PFService.get_actifs(request, no_id)
+        if not entry:
+            request.session.flash(u"Actif non trouvé : %s" % no_id, 'warning')
+            return HTTPFound(location=request.route_url('portfolio'))
+        form = ActifForm(request.POST, entry)
+        form.classe.choices = [(row.classe, row.classe) for row in classes]
+        page_title = "Modifier Actif : " + entry.symbole
+
+    if 'form.submitted' in request.params :
+        if no_id == '0':
+            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.libelle = html.unescape(ticker.info.get('shortName'))
+            # raccourcir le libelle
+            entry.libelle = entry.libelle.replace('UCITS ','')
+            entry.libelle = entry.libelle.replace('World U','World')
+            entry.pc_allocation = 1.0
+            entry.valeur = float(entry.cours) * entry.parite * entry.nombre;
+            entry.plus_value = entry.valeur - float(entry.pru * entry.nombre);
+            entry.pc_plusvalue = entry.plus_value / entry.valeur * 100;
+            entry.rendement = entry.valeur * float(entry.pc_rdt) / 100;
+            request.dbsession.add(entry)
+            return HTTPFound(location=request.route_url('portfolio'))
+        else:
+            del form.no_id  # SECURITY: prevent overwriting of primary key
+            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.libelle = html.unescape(ticker.info.get('shortName'))
+            # raccourcir le libelle
+            entry.libelle = entry.libelle.replace('UCITS ','')
+            entry.libelle = entry.libelle.replace('World U','World')
+            entry.valeur = float(entry.cours) * entry.parite * entry.nombre;
+            entry.plus_value = entry.valeur - float(entry.pru * entry.nombre);
+            entry.pc_plusvalue = entry.plus_value / entry.valeur * 100;
+            entry.rendement = entry.valeur * float(entry.pc_rdt) / 100;
+            
+        return HTTPFound(location=request.route_url('portfolio'))
+
+    if 'form.deleted' in request.params:
+        PFService.delete_actif(request, entry.no_id)
+        request.session.flash("La fiche a été supprimée avec succès.", 'success')
+        return HTTPFound(location=request.route_url('portfolio'))
+
+    return {
+        'page_title': page_title,
+        'url': url,
+        'form': form,
+        'item': entry,
+        }
+
+@view_config(route_name='actif2_edit', renderer='../templates/portfolio/actif2_edit.jinja2', permission='view')
+def actif2_edit(request):
+    no_id = request.matchdict['no_id']
+    url = request.route_url('actif2_edit', no_id=no_id)
+
+    # get the list of classes 
+    classes = PFService.get_allocation_byType(request, 'AUTRE')
+
+    if no_id == '0':
+        # create a new allocation
+        entry = Actifs()
+        entry.pru = 0
+        entry.cours = 0
+        entry.pc_rdt = 0
+        entry.ter = 0
+        entry.devise = 'EUR'
+        form = Actif2Form(request.POST, entry)
+        form.classe.choices = [(row.classe, row.classe) for row in classes]
+        page_title = "Nouvel actif"
+
+    else:
+        # modify post
+        entry = PFService.get_actifs(request, no_id)
+        if not entry:
+            request.session.flash(u"Actif non trouvé : %s" % no_id, 'warning')
+            return HTTPFound(location=request.route_url('portfolio'))
+        form = Actif2Form(request.POST, entry)
+        form.classe.choices = [(row.classe, row.classe) for row in classes]
+        page_title = "Modifier Actif : " + entry.symbole
+
+    if 'form.submitted' in request.params :
+        if no_id == '0':
+            form.populate_obj(entry)
+            entry.nombre = 1000
+            entry.devise = 'EUR'
+            entry.parite = 1.0
+            entry.pc_allocation = 1.0
+            entry.valeur = float(entry.cours) * entry.parite * entry.nombre;
+            entry.plus_value = entry.valeur - float(entry.pru * entry.nombre);
+            entry.pc_plusvalue = entry.plus_value / entry.valeur * 100;
+            entry.rendement = entry.valeur * float(entry.pc_rdt) / 100;
+            request.dbsession.add(entry)
+            return HTTPFound(location=request.route_url('portfolio'))
+        else:
+            del form.no_id  # SECURITY: prevent overwriting of primary key
+            form.populate_obj(entry)
+            entry.valeur = float(entry.cours) * entry.parite * entry.nombre;
+            entry.plus_value = entry.valeur - float(entry.pru * entry.nombre);
+            entry.pc_plusvalue = entry.plus_value / entry.valeur * 100;
+            entry.rendement = entry.valeur * float(entry.pc_rdt) / 100;
+            
+        return HTTPFound(location=request.route_url('portfolio'))
+
+    if 'form.deleted' in request.params:
+        PFService.delete_actif(request, entry.no_id)
+        request.session.flash("La fiche a été supprimée avec succès.", 'success')
+        return HTTPFound(location=request.route_url('portfolio'))
+
+    return {
+        'page_title': page_title,
+        'url': url,
+        'form': form,
+        'item': entry,
+        }