def delete(self, request, *args, **kwargs):
model = ujson.loads(request.POST.get("model", '{}'))
goal = get_object_or_404(Goal,
pk=model["id"],
account__primary_owner=self.client)
goal.archived = True
# remove from financial plan
# remove automatic deposit and wdw
#AutomaticWithdrawal.objects.filter(account=goal).delete()
#AutomaticDeposit.objects.filter(account=goal).delete()
# move shares
if goal.total_balance > 0:
if "transferAllTo" in model and model["transferAllTo"] != "bank":
to_account = int(model["transferAllTo"])
transfer_transaction = Transaction()
transfer_transaction.type = "ACCOUNT_TRANSFER_FROM"
transfer_transaction.from_account = goal
transfer_transaction.to_account = get_object_or_404(Goal, pk=to_account,
account__primary_owner=self.client)
transfer_transaction.amount = goal.total_balance
# transfer shares to the other account
for p in Position.objects.filter(goal=transfer_transaction.from_account).all():
new_position, is_new = Position.objects.get_or_create(goal=transfer_transaction.to_account,
ticker=p.ticker)
new_position.share += p.share
new_position.save()
p.delete()
transfer_transaction.status = Transaction.STATUS_EXECUTED
transfer_transaction.executed = now()
transfer_transaction.save()
else:
# wdw all the money
wdw_transaction = Transaction()
wdw_transaction.account = goal
wdw_transaction.type = Transaction.REASON_WITHDRAWAL
wdw_transaction.amount = goal.total_balance
wdw_transaction.save()
goal.save()
return HttpResponse('null', content_type="application/json")
def post(self, request, *args, **kwargs):
model = ujson.loads(request.POST.get("model", '{}'))
new_transaction = Transaction()
if model['account']:
new_transaction.account = get_object_or_404(
Goal,
pk=model['account'],
account__primary_owner=self.client)
new_transaction.from_account = None
new_transaction.to_account = None
new_transaction.type = model["type"]
new_transaction.amount = model["amount"]
if model["fromAccount"]:
new_transaction.from_account = get_object_or_404(
Goal,
pk=model['fromAccount'],
account__primary_owner=self.client)
if model["toAccount"]:
new_transaction.to_account = get_object_or_404(
Goal,
pk=model['toAccount'],
account__primary_owner=self.client)
new_transaction.save()
if new_transaction.type == "ACCOUNT_TRANSFER_FROM":
# transfer shares to the other account
total_balance = new_transaction.from_account.total_balance
transaction_amount = float(new_transaction.amount)
for p in Position.objects.filter(goal=new_transaction.from_account).all():
transfer_share_size = (p.value/total_balance) * transaction_amount / p.ticker.unit_price
p.share -= transfer_share_size
p.save()
new_position, is_new = Position.objects.get_or_create(goal=new_transaction.to_account, ticker=p.ticker)
new_position.share += transfer_share_size
new_position.save()
new_transaction.status = Transaction.STATUS_EXECUTED
new_transaction.executed = now()
new_transaction.save()
if not new_transaction.account:
return HttpResponse("null", content_type='application/json')
nt_return = {
"id": new_transaction.pk,
"type": new_transaction.type,
"amount": new_transaction.amount
}
if new_transaction.account:
nt_return["account"] = new_transaction.account.pk
if new_transaction.from_account:
nt_return["fromAccount"] = new_transaction.from_account.pk
if new_transaction.to_account:
nt_return["toAccount"] = new_transaction.to_account.pk
return HttpResponse(ujson.dumps(nt_return),
content_type='application/json')