def get(self, path, *args):
model, pk = path.split("/")
pk, format = pk.split(".")
limit = self.get_argument("limit", None)
custom_report = self.get_argument("report", None)
criteria = self.get_argument("criteria", None)
if criteria:
logging.info("raw criteria:{}".format(criteria))
#criteria supplied as a list like url.dot?criteria="key1=val1|key2=val2"
criteria = dict([c.split('=') for c in criteria.strip('"').split('|')])
if limit:
try:
limit = int(self.get_argument("limit", 100))
except:
limit = 100
else:
limit = -1
logging.debug("model=%s, pk=%s, format=%s, limit=%s, criteria=%s, custom_report=%s" % (model, pk, format, limit, criteria, custom_report))
if format == 'json':
if pk != 'index':
#model, pk, collections=[],surrogates=[]
result = self.application.control.genoa_item(model,pk)
else:
#model, criteria=None, offset=None, limit=None, summary=None, order_by=None
result = self.application.control.genoa_list(model, limit=limit, criteria=criteria)
self.write(json_safe.dumps({"result": result}))
else:
fields = []
items = []
if custom_report == 'entity':
# Accessed through url http://ims/report/Entity/index.html?report=entity
fields, items = self.entity_report(model, limit)
elif custom_report == 'directorships':
# Accessed through url http://ims/report/E2C/index.html?report=directorships
fields, items = self.kew_directors_report(model, limit)
elif pk != 'index':
result = self.application.control.genoa_item(model,pk)
fields = ["field","value"]
items = result.items()
else:
result = self.application.control.genoa_list(model, limit=limit, criteria=criteria)
if result['items']:
fields = [c for c in result['items'][0].keys() if c[0] != '_']
for item in result['items']:
items.append([filter_surrogates(item[key]) for key in fields])
self.render('report_table.html',
fields=fields,
items=items,
title=model)
def get(self, path, *args):
model = 'Deal'
pk, output_format = path.split(".")
logging.debug("model=%s, pk=%s, output_format=%s".format(model, pk, output_format))
#Return the whiteclif investor report information for the deal in json format
if output_format == 'json':
collections = ['milestones', 'ic_proposals', 'progress_reports']
item = self.application.control.genoa_item(model,pk, collections=collections)
result = item
result.update({"historical_cashflows": self.application.control.historical_cashflows(item)})
result.update({"future_cashflows": self.application.control.future_cashflows(item)})
result.update({"financials_query": self.application.control.query_financials(item)})
result.update({"deal_irr": self.application.control.deal_irr(item)})
result.update({"return_projections": self.application.control.query_return_projections(item)})
result.update({"deal_files": self.application.control.deal_files(item)})
#Get the sum of the cashflows for the specified period
end_date = self.get_argument("end_date", "20171231")
end_date = datetime.datetime.strptime(end_date, "%Y%m%d").date()
start_date = self.get_argument("start_date", "20080101")
start_date = datetime.datetime.strptime(start_date, "%Y%m%d").date()
all_cashflows = self.application.control.all_cashflows(item, criteria={'currency':'USD', 'exclude_from_irr':False})
net_cashflow = sum([row['amount'] for row in all_cashflows['items'] if start_date < row['settlement_date'] < end_date])
result.update({"period_net_cashflow": net_cashflow})
self.write(json_safe.dumps({"result": result}))
#Return the .xlsx sheet containing the historical and projected cashflows for the deal
elif output_format == 'xlsx':
item = self.application.control.genoa_item(model, pk)
cashflows = self.application.control.all_cashflows(item, criteria={'currency':'USD', 'exclude_from_irr':False})
if cashflows['items']:
self.add_header('Content-Type', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet')
self.add_header('Content-Disposition','attachment; filename=%s.xlsx' % item['name'])
workbook = render_irr_xlsx(cashflows['items'])
self.write(workbook)
self.finish()
