89 lines
3.3 KiB
Python
89 lines
3.3 KiB
Python
import sqlalchemy as sa
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from sqlalchemy import func
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from ..models.portfolio import Actifs, Allocation, Histo
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class PFService(object):
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@classmethod
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def get_actifs(cls, request, no_id):
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if no_id == '0':
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items = request.dbsession.query(Actifs, Allocation).join(Allocation).order_by(Allocation.ordre, Actifs.libelle).all()
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else:
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# lire une allocation par le no_id
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items = request.dbsession.query(Actifs).filter(Actifs.no_id == no_id).first()
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return items
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@classmethod
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def get_allocation(cls, request, no_cat):
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if no_cat == '0':
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query = request.dbsession.query(Allocation)
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query = query.order_by(sa.asc(Allocation.ordre)).all()
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else:
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# lire une allocation par le no_id
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query = request.dbsession.query(Allocation).filter(Allocation.no_cat == no_cat).first()
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return query
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@classmethod
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def get_allocation_byType(cls, request, type):
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# lire une allocation par le no_id
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query = request.dbsession.query(Allocation).filter(Allocation.type == type).all()
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return query
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@classmethod
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def get_histo(cls, request, no_id):
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if no_id == '0':
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items = request.dbsession.query(Histo).order_by(sa.asc(Histo.date)).all()
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elif no_id == '-1':
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items = request.dbsession.query(Histo).order_by(sa.desc(Histo.date)).all()
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else:
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# lire le histo par le no_id
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items = request.dbsession.query(Histo).filter(Histo.no_id == no_id).first()
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return items
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@classmethod
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def delete_allocation(cls, request, no_id):
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request.dbsession.query(Allocation).filter(Histo.no_ == no_id).delete(synchronize_session=False)
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return
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@classmethod
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def delete_histo(cls, request, no_id):
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request.dbsession.query(Histo).filter(Histo.no_id == no_id).delete(synchronize_session=False)
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return
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@classmethod
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def update_actif_devise(request, devise, taux):
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request.dbsession.query(Actifs).filter(Actifs.devise == devise).update({'parite': taux})
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request.dbsession.commit()
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return
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def update_actif_valeur(request, symbole, cours, dividends):
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request.dbsession.query(Actifs).filter(Actifs.symbole == symbole).update({'symbole': symbole, 'cours': cours, 'dividends': dividends})
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request.dbsession.commit()
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return
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def update_portefeuille(request):
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TotalValue = request.dbsession.query(Actifs, func.sum(Actifs.valeur).label("TotalValue")).first()
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# maj du pourcentage d'allocation des lignes du portefeuille
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request.dbsession.query(Actifs).update({'pc_allocation': Actifs.valeur / TotalValue * 100})
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request.dbsession.commit()
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# maj des allocations
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items = PFService.get_allocation(request, '0')
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for item in items:
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TotalClasse = request.dbsession.query(Actifs, func.sum(Actifs.valeur).label("TotalValue")
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).filter(Actifs.classe == item.classe).first()
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item.valeur = TotalClasse,
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item.pc_atteint = item.valeur / TotalValue * 100;
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request.dbsession.commit()
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return
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def delete_actif(request, no_id):
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request.dbsession.query(Actifs).filter(Actifs.no_id == no_id).delete(synchronize_session=False)
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return
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