phuoc/ctp_blogr
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

joining table allocation to actifs

Browse Source
This commit is contained in:
Phuoc
2023-01-29 18:11:40 +01:00
parent 4a55f94551
commit f8023701a4
14 changed files with 111 additions and 272 deletions
Download Patch File Download Diff File Expand all files Collapse all files

21
cao_blogr/views/portfolio.py
View File

@@ -17,7 +17,6 @@ def portfolio(request):
# lire les categories
items = PFService.get_allocation(request, '0')
import pdb;pdb.set_trace()
# construire la liste pour donut
donut_cible=[]
donut_cible.append(('Allocation cible', 'Pourcent'))
@@ -52,9 +51,9 @@ def portfolio(request):
PFService.update_actif_devise(request, 'USD', ticker.info.get('regularMarketPrice'))
for item in actifs:
if item.type == 'ACTION':
if item.Allocation.type == 'ACTION':
# lire le cours de l'action
ticker = yf.Ticker(item.symbole)
ticker = yf.Ticker(item.Actifs.symbole)
# ticker delisted ?
if ticker.info == None:
price = 0
@@ -62,7 +61,7 @@ def portfolio(request):
price = ticker.info.get('regularMarketPrice')
# caluler son rendement
dividends = PFService.get_dividends(ticker)
PFService.update_actif_valeur(request, item.symbole, price, dividends)
PFService.update_actif_valeur(request, item.Actifs.symbole, price, dividends)
# time.sleep(1) # attendre 2 secondes
# update du portefeuille
@@ -74,14 +73,15 @@ def portfolio(request):
total_valeur = 0
total_pv = 0
total_rdt = 0
for item in actifs:
total_valeur += item.valeur
total_pv += item.plus_value
total_valeur += item.Actifs.valeur
total_pv += item.Actifs.plus_value
if total_valeur == 0:
total_pc_value = 0
else:
total_pc_value = total_pv / total_valeur * 100
total_rdt += item.rendement
total_rdt += item.Actifs.rendement
# lire l'historique
histos = PFService.get_histo(request,'0')
@@ -126,14 +126,10 @@ def allocation_edit(request):
no_cat = request.matchdict['no_cat']
url = request.route_url('allocation_edit', no_cat=no_cat)
# lire les classes
classes_list = PFService.get_classes(request, '0')
if no_cat == '0':
# create a new allocation
entry = Allocation()
form = AllocationForm(request.POST, entry)
form.classe.choices = [(row.classe, row.classe) for row in classes_list]
page_title = "Nouvelle allocation"
else:
@@ -143,10 +139,9 @@ def allocation_edit(request):
request.session.flash(u"Allocation non trouvée : %s" % no_cat, 'warning')
return HTTPFound(location=request.route_url('portfolio'))
form = AllocationForm(request.POST, entry)
form.classe.choices = [(row.classe, row.classe) for row in classes_list]
page_title = "Modifier Allocation : " + str(entry.no_cat)
if 'form.submitted' in request.params and form.validate():
if 'form.submitted' in request.params :
if no_cat == '0':
form.populate_obj(entry)
entry.pc_atteint = 0