def get_number_segments_display(self):
"""
returns string for date=today and all securities showing number segments
"""
text = ""
for security in self.company.security_set.filter(track_numbers=True):
text += "{}: {} ".format(
security.get_title_display(),
human_readable_segments(self.current_segments(security)))
return text
def captable_csv(request, company_id):
""" returns csv with active shareholders """
# perm check
if not Operator.objects.filter(
user=request.user, company__id=company_id
).exists():
return HttpResponseForbidden()
company = get_object_or_404(Company, id=company_id)
track_numbers_secs = company.security_set.filter(track_numbers=True)
# Create the HttpResponse object with the appropriate CSV header.
response = HttpResponse(content_type='text/csv')
response['Content-Disposition'] = (
u'attachment; '
u'filename="{}_captable_{}.csv"'.format(
time.strftime("%Y-%m-%d"), slugify(company.name)
))
writer = csv.writer(response)
header = [
_(u'shareholder number'), _(u'last name'), _(u'first name'),
_(u'email'), _(u'share count'), _(u'votes share percent'),
_(u'language ISO'), _('language full')]
if track_numbers_secs.exists():
header.append(_('Share IDs'))
writer.writerow(header)
for shareholder in company.get_active_shareholders():
row = [
shareholder.number,
shareholder.user.last_name,
shareholder.user.first_name,
shareholder.user.email,
shareholder.share_count(),
shareholder.share_percent() or '--',
shareholder.user.userprofile.language,
shareholder.user.userprofile.get_language_display(),
]
if track_numbers_secs.exists():
text = ""
for sec in track_numbers_secs:
text += "{}: {} ".format(
sec.get_title_display(),
human_readable_segments(shareholder.current_segments(sec) or
_('None'))
)
row.append(text)
writer.writerow([unicode(s).encode("utf-8") for s in row])
return response
def _collect_csv_data(shareholder, date):
rows = []
for security in shareholder.company.security_set.all():
if shareholder.share_count(date=date, security=security):
row = [
shareholder.number,
shareholder.user.userprofile.get_legal_type_display(),
list(set([s.get_registration_type_display() for s
in shareholder.buyer.all()])),
shareholder.user.userprofile.company_department,
shareholder.user.userprofile.title,
shareholder.user.userprofile.salutation,
shareholder.get_full_name(),
shareholder.user.userprofile.get_address(skip_city=True),
shareholder.user.userprofile.postal_code,
shareholder.user.userprofile.country,
shareholder.user.userprofile.city,
shareholder.user.userprofile.birthday,
shareholder.get_mailing_type_display(),
shareholder.user.userprofile.nationality,
security,
security.cusip,
security.face_value,
shareholder.get_certificate_ids(security=security),
shareholder.get_stock_book_ids(security=security),
shareholder.get_depot_types(security=security),
shareholder.user.email,
shareholder.share_count(security=security, date=date),
float(shareholder.share_percent(
security=security, date=date)) * 100,
shareholder.vote_percent(security=security, date=date),
shareholder.cumulated_face_value(security=security, date=date),
shareholder.is_management,
shareholder.user.userprofile.language,
shareholder.user.userprofile.get_language_display(),
]
# remove any kind of empty data and replace by empty string. make
# all utf8
row = [to_string_or_empty(val) for val in row]
# handle track numbers
if security.track_numbers:
segments = human_readable_segments(
shareholder.current_segments(security)) or _('None')
text = "{}: {} ".format(
security.get_title_display(),
segments
)
row.append(text)
rows.append(row)
return rows
def is_transfer_option_with_segments_shown(self, **kwargs):
buyer = kwargs.get('buyer')
ot = buyer.option_buyer.latest('id')
s1 = u"{} {}".format(buyer.user.first_name, buyer.user.last_name)
s2 = u"{} (#{})".format(ot.count,
human_readable_segments(ot.number_segments))
for table in self.driver.find_elements_by_class_name('table'):
tr = table.find_element_by_xpath('//tr[./td="{}"]'.format(s1))
buyer_td = tr.find_element_by_class_name('buyer')
count_td = tr.find_element_by_class_name('count')
if s1 == buyer_td.text and s2 == count_td.text:
return True
return False
def _enrich_security_objects(self):
""" add more attributes to objects for plain display """
shareholder = self.get_object()
securities = shareholder.company.security_set.all()
# hack security props for shareholder spec data
for sec in securities:
if sec.track_numbers:
if shareholder.current_segments(sec):
sec.segments = human_readable_segments(
shareholder.current_segments(sec))
sec.count = shareholder.share_count(security=sec) or 0
sec.options_count = shareholder.options_count(security=sec) or 0
return {'securities': securities}
def shareholder(request, shareholder_id):
template = loader.get_template('shareholder.html')
shareholder = get_object_or_404(Shareholder, id=int(shareholder_id))
securities = shareholder.company.security_set.all()
# hack security props for shareholder spec data
for sec in securities:
if sec.track_numbers:
if shareholder.current_segments(sec):
sec.segments = human_readable_segments(
shareholder.current_segments(sec))
sec.count = shareholder.share_count(security=sec) or 0
context = RequestContext(request, {
'shareholder': shareholder,
'securities': securities})
return HttpResponse(template.render(context))
def is_transfer_option_with_segments_shown(self, **kwargs):
buyer = kwargs.get('buyer')
ot = buyer.option_buyer.latest('id')
s1 = buyer.get_full_name()
for table in self.driver.find_elements_by_class_name('table'):
trs = table.find_elements_by_class_name("optiontransaction")
for tr in trs:
buyer_td = tr.find_element_by_class_name('buyer-name')
count_td = tr.find_element_by_class_name('count')
if (s1 == buyer_td.text and str(ot.count) in count_td.text
and human_readable_segments(
ot.number_segments) in count_td.text):
return True
print s1, buyer_td.text, count_td.text
return False
def test_create_capital_increase_numbered_shares(self):
"""
position serializer handling numbered shares while doing a capital
increase
"""
def serialize(segments):
operator = OperatorGenerator().generate()
company = operator.company
securities = TwoInitialSecuritiesGenerator().generate(
company=company)
security = securities[1]
security.track_numbers = True
security.save()
position = PositionGenerator().generate(company=company,
number_segments=segments,
save=False,
security=security,
count=8)
url = reverse('position-detail', kwargs={'pk': position.id})
request = self.factory.get(url)
request.user = operator.user
request.session = {'company_pk': company.pk}
# prepare data
position.seller = None
position.buyer = None
position.depot_bank = BankGenerator().generate()
# get test data dict
data = PositionSerializer(position, context={
'request': request
}).data
# clear bad datetimedata
data['bought_at'] = '2014-01-01T10:00'
del data['seller'], data['buyer']
# feed data into serializer
return PositionSerializer(data=data, context={'request': request})
segments = [1, 3, 4, u'6-9', 33]
serializer = serialize(human_readable_segments(segments))
serializer.is_valid()
position = serializer.create(serializer.validated_data)
self.assertEqual([1, u'3-4', u'6-9', 33],
position.security.number_segments)
self.assertEqual(position.registration_type, '1')
self.assertEqual(position.depot_bank, Bank.objects.first())