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finalized update portfolio

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This commit is contained in:
Phuoc
2023-02-09 14:07:24 +01:00
parent d95ae8eeeb
commit fcd83c48d7
9 changed files with 44 additions and 35 deletions
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cao_blogr.sqlite
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2
cao_blogr/forms.py
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@@ -31,7 +31,7 @@ class UserCreateForm(Form):
class HistoForm(Form):
no_id = IntegerField(widget=HiddenInput())
mvt_cash = DecimalField(places=2, validators=[InputRequired()])
mvt_cash = DecimalField('Montant à ajouter au portefeuille', places=2, validators=[InputRequired()])
class AllocationForm(Form):
no_cat = IntegerField(widget=HiddenInput())

21
cao_blogr/services/portfolio.py
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@@ -61,8 +61,13 @@ class PFService(object):
request.dbsession.query(Actifs).filter(Actifs.devise == devise).update({'parite': taux})
return
def update_actif_valeur(request, symbole, cours, dividends):
request.dbsession.query(Actifs).filter(Actifs.symbole == symbole).update({'cours': cours, 'rendement': dividends})
def update_actif_valeur(request, symbole, cours, valeur, plus_value, pc_plusvalue):
request.dbsession.query(Actifs).filter(Actifs.symbole == symbole
).update({'cours': cours,
'valeur': valeur,
'plus_value':plus_value,
'pc_plusvalue': pc_plusvalue,
})
return
def update_portefeuille(request):
@@ -89,17 +94,7 @@ class PFService(object):
request.dbsession.query(Actifs).filter(Actifs.no_id == no_id).delete(synchronize_session=False)
return
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]
return d

19
cao_blogr/static/theme.css
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@@ -11,9 +11,6 @@ h3, h4 {
font-size: 20px;
color: #111;
}
.container {
padding: 80px 120px;
}
.person {
border: 10px solid transparent;
margin-bottom: 25px;
@@ -38,6 +35,22 @@ h3, h4 {
display: none; /* Hide the carousel text when the screen is less than 600 pixels wide */
}
}
@media (min-width: 1200px) {
.container{
padding: 70px 0 0 0;
max-width: 950px;
}
}
@media print {
/* ne pas affichier l'url after the link */
a[href]:after {
content: none !important;
}
* {
color: inherit !important;
background-color: inherit !important;
}
}
.bg-1 {
background: #bc2131;
color: #bdbdbd;

3
cao_blogr/templates/home.jinja2
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@@ -3,8 +3,7 @@
{% block content %}
{% if request.authenticated_userid %}
<p><a href="{{ request.route_url('blog_edit', id='0') }}" class="btn btn-success" role="button">
<span class="glyphicon glyphicon-plus"></span> Nouveau</a>
<p><a href="{{ request.route_url('blog_edit', id='0') }}">[ Nouveau ]</a>
</p>
{% endif%}

6
cao_blogr/templates/portfolio/histo_edit.jinja2
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@@ -13,7 +13,11 @@
{% endfor %}
<div class="form-group">
<label class="required-field" for="tag">{{form.mvt_cash.label}}</label>
{{form.mvt_cash(class_='form-control')}}
<div class="input-group">
<div class="input-group-addon">€</div>
{{form.mvt_cash(class_='form-control')}}
</div>
<p class="form-control-static">(si le montant est négatif, le montant est retiré du portefeuille)</b></p>
</div>
<br>

12
cao_blogr/templates/portfolio/portfolio.jinja2
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@@ -3,8 +3,7 @@
{% block content %}
<p>
<a href="allocation_edit/0" class="btn btn-success" role="button">
<span class="glyphicon glyphicon-plus"></span> Nouvelle classe</a>
<a href="allocation_edit/0">[ Nouvelle classe ]</a>
</p>
<div class="row">
<div class="col-md-6">
@@ -92,12 +91,9 @@
<div class="form-group">
<button id="updateButton" class="btn btn-primary" type="submit" name="form.submitted">
<i class="glyphicon glyphicon-refresh"></i> MAJ du portefeuille</button>
<a href="#" class="btn btn-success" role="button"
data-toggle="modal" data-target="#choixTypeActif"><span class="glyphicon glyphicon-plus"></span> Nouvel actif</a>
<a href="/histo_list" class="btn btn-default" role="button">
<span class="glyphicon glyphicon-stats"></span> Historique</a>
<a href="/blog/2/mouvements-du-portefeuille" class="btn btn-default" role="button">
<span class="glyphicon glyphicon-folder-close"></span> Mouvements</a>
<a href="#" data-toggle="modal" data-target="#choixTypeActif">[ Nouvel actif ]</a>
<a href="/histo_list">[ Historique ]</a>
<a href="/blog/2/mouvements-du-portefeuille">[ Mouvements ]</a>
</div>
</form>

18
cao_blogr/views/portfolio.py
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@@ -53,18 +53,19 @@ def portfolio(request):
for item in actifs:
if item.Allocation.type == 'ACTION':
symbole = item.Actifs.symbole
# lire le cours de l'action
ticker = yf.Ticker(item.Actifs.symbole)
ticker = yf.Ticker(symbole)
# ticker delisted ?
if item.Actifs.symbole == 'SHLDQ':
price = 0
dividends = 0
if symbole == 'SHLDQ':
cours = 0
else:
price = ticker.fast_info.get('lastPrice')
# caluler son rendement
dividends = PFService.get_dividends(ticker)
cours = ticker.fast_info.get('lastPrice')
PFService.update_actif_valeur(request, item.Actifs.symbole, price, dividends)
valeur = cours * item.Actifs.parite * item.Actifs.nombre
plus_value = valeur - (item.Actifs.pru * item.Actifs.nombre)
pc_plusvalue = valeur * 100 / (item.Actifs.pru * item.Actifs.nombre) - 100
PFService.update_actif_valeur(request, symbole, cours, valeur, plus_value, pc_plusvalue)
# time.sleep(1) # attendre 2 secondes
# update du portefeuille
@@ -178,6 +179,7 @@ def histo_edit(request):
if no_id == '0':
# create a new tag
entry = Histo()
entry.mvt_cash = 0
entry.date = datetime.datetime.now()
form = HistoForm(request.POST, entry)
page_title = "Nouveau Histo"