def render_vested_shares_pdf(company_id, report_id, user_id=None, ordering=None,
notify=False, track_downloads=False):
# prepare
started_at = timezone.now()
if user_id:
user = User.objects.get(pk=user_id)
company = Company.objects.get(pk=company_id)
report = _get_report(report_id)
ordering = _parse_ordering(ordering)
filename = _get_filename(report, company)
# render
context = _get_vested_shares_pdf_context(company, date=report.report_at)
content = render_to_pdf(
'reports/table_report.pdf.html', context)
# post process
_add_file_to_report(filename, report, content)
_summarize_report(report, started_at)
if notify and user_id:
_send_notify(user, filename, subject=_('Your pdf vested shares file'),
body=_('Your file is attached to this email'),
file_desc=_('PDF vested shares'),
url=url_with_domain(report.get_absolute_url()))
if not track_downloads:
report.downloaded_at = timezone.now()
report.save()
def render_address_data_xls(company_id, report_id, user_id=None, ordering=None,
notify=False, track_downloads=False):
# prepare
if user_id:
user = User.objects.get(pk=user_id)
company = Company.objects.get(pk=company_id)
report = _get_report(report_id)
filename = _get_filename(report, company)
started_at = timezone.now()
_rows = _get_contacts(company)
rows = []
for row in _rows:
rows.append([to_string_or_empty(s) for s in row])
save_to_excel_file(filename, rows, CONTACTS_HEADER)
# post process
_add_file_to_report(filename, report)
_summarize_report(report, started_at)
if notify and user_id:
_send_notify(user, filename, subject=_('Your xls contacts file'),
body=_('Your file is attached to this email'),
file_desc=_('XLS Shareholder Address Data'),
url=url_with_domain(report.get_absolute_url()))
if not track_downloads:
report.downloaded_at = timezone.now()
report.save()
os.remove(filename) # del tmp file
def render_captable_xls(company_id, report_id, user_id=None, ordering=None,
notify=False, track_downloads=False):
# prepare
started_at = timezone.now()
if user_id:
user = User.objects.get(pk=user_id)
company = Company.objects.get(pk=company_id)
report = _get_report(report_id)
ordering = _parse_ordering(ordering)
filename = _get_filename(report, company)
track_numbers_secs = company.security_set.filter(track_numbers=True)
header = deepcopy(CSV_HEADER)
has_track_numbers = track_numbers_secs.exists()
if has_track_numbers:
header.append(_('Share IDs'))
def to_unicode(iterable):
return [unicode(s).encode("utf-8") for s in iterable]
# removed share percent due to heavy sql impact. killed perf for higher
# shareholder count
# for each active shareholder
queryset = company.get_active_shareholders(date=report.report_at)
queryset = _order_queryset(queryset, ordering)
rows = []
for shareholder in queryset:
if shareholder.share_count(date=report.report_at):
rows.extend(_collect_csv_data(shareholder, report.report_at))
else:
continue
# money_format
formats = {'22': 'percent_format', '23': 'percent_format',
'24': 'money_format'}
save_to_excel_file(filename, rows, header, formats)
# post process
_add_file_to_report(filename, report)
_summarize_report(report, started_at)
if notify and user_id:
_send_notify(user, filename, subject=_('Your xls captable file'),
body=_('Your file is attached to this email'),
file_desc=_('XLS Captable/Active Shareholders'),
url=url_with_domain(report.get_absolute_url()))
if not track_downloads:
report.downloaded_at = timezone.now()
report.save()
os.remove(filename) # del tmp file
def render_vested_shares_xls(company_id, report_id, user_id=None, ordering=None,
notify=False, track_downloads=False):
# prepare
started_at = timezone.now()
if user_id:
user = User.objects.get(pk=user_id)
company = Company.objects.get(pk=company_id)
report = _get_report(report_id)
ordering = _parse_ordering(ordering)
filename = _get_filename(report, company)
positions = Position.objects.filter(
Q(buyer__company=company) | Q(seller__company=company),
vesting_months__gt=0).distinct()
ots = OptionTransaction.objects.filter(
option_plan__company=company,
vesting_months__gt=0).distinct()
_rows = []
_rows += [
[p.buyer.get_full_name(), p.count, unicode(p.security),
p.buyer.is_management, p.bought_at, p.vesting_months,
p.vesting_expires_at, _('stock')
] for p in positions]
_rows += [[ot.buyer.get_full_name(), ot.count,
unicode(ot.option_plan.security),
ot.buyer.is_management, ot.bought_at,
ot.vesting_months, u'', _('certificate')] for ot in ots]
rows = []
for row in _rows:
rows.append([to_string_or_empty(s) for s in row])
save_to_excel_file(filename, rows, VESTED_SHARES_HEADER)
# post process
_add_file_to_report(filename, report)
_summarize_report(report, started_at)
if notify and user_id:
_send_notify(user, filename, subject=_('Your xls vested shares file'),
body=_('Your file is attached to this email'),
file_desc=_('XLS Vested Shares'),
url=url_with_domain(report.get_absolute_url()))
if not track_downloads:
report.downloaded_at = timezone.now()
report.save()
os.remove(filename) # del tmp file
def render_assembly_participation_xls(company_id, report_id, user_id=None,
ordering=None, notify=False,
track_downloads=False):
# prepare
started_at = timezone.now()
if user_id:
user = User.objects.get(pk=user_id)
company = Company.objects.get(pk=company_id)
report = _get_report(report_id)
ordering = u'number'
filename = _get_filename(report, company)
def to_unicode(iterable):
return [unicode(s).encode("utf-8") for s in iterable]
# for each active shareholder
queryset = company.get_active_shareholders(date=report.report_at)
queryset = _order_queryset(queryset, ordering)
rows = []
for shareholder in queryset:
if shareholder.share_count(date=report.report_at):
rows.extend(_collect_participation_csv_data(
shareholder, report.report_at))
else:
continue
# money_format
formats = {'7': 'money_format'}
save_to_excel_file(filename, rows, PARTICIPATION_HEADER, formats)
# post process
_add_file_to_report(filename, report)
_summarize_report(report, started_at)
if notify and user_id:
_send_notify(user, filename,
subject=_('Your csv assembly participation file'),
body=_('Your file is attached to this email'),
file_desc=_('CSV Assembly Participation'),
url=url_with_domain(report.get_absolute_url()))
if not track_downloads:
report.downloaded_at = timezone.now()
report.save()
os.remove(filename)
def test_url_with_domain(self):
""" returns url with domain for path without needing the request """
self.assertEqual(url_with_domain('/some/path/'),
'https://example.com/some/path/')
def render_certificates_xls(company_id, report_id, user_id=None, ordering=None,
notify=False, track_downloads=False):
"""
return xls with list of printed certificates
"""
# prepare
started_at = timezone.now()
if user_id:
user = User.objects.get(pk=user_id)
company = Company.objects.get(pk=company_id)
report = _get_report(report_id)
ordering = _parse_ordering(ordering)
filename = _get_filename(report, company)
ots = OptionTransaction.objects.filter(
option_plan__company=company,
printed_at__isnull=False,
certificate_id__isnull=False,
).distinct()
pos = Position.objects.filter(
Q(buyer__company=company) | Q(seller__company=company),
printed_at__isnull=False,
certificate_id__isnull=False,
).distinct()
# add option transactions
_rows = []
_rows += [
[ot.buyer.get_full_name(),
ot.count,
unicode(ot.option_plan.security),
ot.certificate_id,
ot.printed_at, _('option')]
for ot in ots]
# add positions
_rows += [
[ot.buyer.get_full_name(),
ot.count,
unicode(ot.security),
ot.certificate_id,
ot.printed_at, _('stock')]
for ot in pos]
# render xls
rows = []
for row in _rows:
rows.append([to_string_or_empty(s) for s in row])
save_to_excel_file(filename, rows, CERTIFICATES_HEADER)
# post process
_add_file_to_report(filename, report)
_summarize_report(report, started_at)
if notify and user_id:
_send_notify(user, filename, subject=_('Your xls certificates file'),
body=_('Your file is attached to this email'),
file_desc=_('XLS Certificates'),
url=url_with_domain(report.get_absolute_url()))
if not track_downloads:
report.downloaded_at = timezone.now()
report.save()
os.remove(filename) # del tmp file