예제 #1
0
파일: views.py 프로젝트: andlister/frano
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)
예제 #2
0
파일: views.py 프로젝트: andlister/frano
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)