def remove(request, portfolio, is_sample, read_only, transaction_id):
transaction = Transaction.objects.filter(id = transaction_id)[0]
if transaction.portfolio.id == portfolio.id:
transaction.delete()
refresh_positions(portfolio, force = True)
return redirect_to_portfolio_action('transactions', portfolio)
def add(request, portfolio, is_sample, read_only):
form = TransactionForm(request.POST)
if form.is_valid():
commission = form.cleaned_data.get('commission')
if commission == None:
commission = 0.0
type = form.cleaned_data.get('type').encode('UTF-8')
symbol = form.cleaned_data.get('symbol').encode('UTF-8').upper()
linked_symbol = None
if type == 'ADJUST':
linked_symbol = symbol
if type in ['DEPOSIT', 'WITHDRAW', 'ADJUST']:
symbol = CASH_SYMBOL
if symbol != None and len(symbol) > 0:
transaction = Transaction()
transaction.portfolio = portfolio
transaction.type = type
transaction.as_of_date = form.cleaned_data.get('as_of_date')
transaction.symbol = symbol
transaction.quantity = form.cleaned_data.get('quantity')
transaction.price = form.cleaned_data.get('price')
transaction.total = (transaction.quantity * transaction.price) + commission
transaction.linked_symbol = linked_symbol
transaction.save()
refresh_positions(portfolio, force = True)
return redirect_to_portfolio_action('transactions', portfolio)
def process_import(request, portfolio, is_sample, read_only):
formset = ImportTransactionFormSet(request.POST)
if not formset.is_valid():
raise Exception('Invalid import set');
for form in formset.forms:
cd = form.cleaned_data
if not cd.get('exclude'):
transaction = Transaction()
transaction.portfolio = portfolio
transaction.type = cd.get('type').encode('UTF-8')
transaction.as_of_date = cd.get('as_of_date')
transaction.symbol = cd.get('symbol').encode('UTF-8').upper()
transaction.quantity = cd.get('quantity')
transaction.price = cd.get('price')
transaction.total = cd.get('total')
linked_symbol = cd.get('linked_symbol').encode('UTF-8')
if linked_symbol != None and linked_symbol != '':
transaction.linked_symbol = linked_symbol
transaction.save()
refresh_positions(portfolio, force = True)
return redirect_to_portfolio_action('transactions', portfolio)
def new_portfolio(request, user):
form = PortfolioNameForm(request.POST)
if not form.is_valid():
return redirect("/account.html")
name = _get_effective_portfolio_name(user, form.cleaned_data.get('portfolioName').encode('UTF-8'))
portfolio = create_portfolio(user, name)
return redirect_to_portfolio_action('importTransactions', portfolio)
def request_import_type(request, portfolio, is_sample, read_only):
form = RequestImportForm(request.POST, request.FILES)
if not form.is_valid():
raise Exception('Bad file for request');
type = request.POST.get('type')
uploaded_file = request.FILES['file']
body = "Request for import for type: %s\nRequest for portfolio: %s (%d)\nRequest made from:%s" % (
type,
('Demo' if is_sample else portfolio.name),
portfolio.id,
('Demo user' if is_sample else portfolio.user.email)
)
email = EmailMessage("Import type requested",
body,
"*****@*****.**",
[ "*****@*****.**" ],
[ ])
email.attach(uploaded_file.name, uploaded_file.read(), uploaded_file.content_type)
email.send(fail_silently = False)
return redirect_to_portfolio_action('importTransactions', portfolio, 'requestSent=true')
def remove_all(request, portfolio, is_sample, read_only):
Transaction.objects.filter(portfolio__id__exact = portfolio.id).delete()
refresh_positions(portfolio, force = True)
return redirect_to_portfolio_action('importTransactions', portfolio)
