예제 #1
0
파일: views.py 프로젝트: rneupane/tracker
def addCashTransaction(request, portfolio_id):
    if not request.POST:
        form = CashTransactionForm()
        return render_to_response('manager/addCashTransaction.html', {'form':form, 'p_id':portfolio_id},context_instance=RequestContext(request))
    
    ajax_return = {}
    
    newCashTransaction = CashTransactionForm(request.POST)
    success = False
    if newCashTransaction.is_valid():
        try:
            newCash = newCashTransaction.save(commit=False)
            newCash.portfolio = Portfolio.objects.get(pk=portfolio_id)
            newCash.security, created = Security.objects.get_or_create(symbol="CASH")
            newCash.units = newCash.amount
            newCash.amount = newCash.amount * 100
            newCash.unit_price = 100
            newCash.save()
            # update holding.
            count = PortfolioHolding.objects.filter(portfolio=newCash.portfolio, securities=newCash.security).count()
            if count == 0:
                ph = PortfolioHolding(portfolio=newCash.portfolio, securities=newCash.security, held=0, average_price=100, last_price=100)
            else:
                ph = PortfolioHolding.objects.get(portfolio=newCash.portfolio, securities=newCash.security)

            ph.updateHolding(newCash)
            ph.save()
                        
            success = True
            msg = u"Added new transaction. %s $ %f to portfolio!" %( newCash.type.name, newCash.units )
            ajax_return['msg'] = msg
            ajax_return['ok'] = success
        except:
            success = False;
            ajax_return['msg'] = u"Cannot add transaction."
            ajax_return['ok'] = success
    else:
        ajax_return['msg'] = u"Required Fields Missing."
            
    if request.is_ajax():
        serialized = simplejson.dumps(ajax_return)
        if success == True:
            return HttpResponse(serialized, mimetype="application/json")
        else:
            return HttpResponseServerError(serialized, mimetype="application/json")
    else:
        if success == True:
            return HttpResponseRedirect('/tracker/portfolios/'+portfolio_id)
        else:
            return render_to_response('manager/addCashTransaction.html', {'form':newCashTransaction,'p_id':portfolio_id},context_instance=RequestContext(request))
예제 #2
0
파일: views.py 프로젝트: rneupane/tracker
def editCashTransaction(request, transaction_id=None):
    transaction = None
    portfolio_id = request.session.get('p_id')
    old_transaction_amount = None
    # get object if id provided.    
    if transaction_id is not None:
        transaction = get_object_or_404(Transaction, pk=transaction_id)
        #display in dollars.
        old_transaction_amount = transaction.amount
        transaction.amount = transaction.amount / 100
        
    # POST -> coming from form. either update or new.
    if request.method == 'POST':
        new_transaction_form = CashTransactionForm(request.POST, instance=transaction)
        if new_transaction_form.is_valid():
            new_transaction = new_transaction_form.save(commit = False)
            new_transaction.portfolio = Portfolio.objects.get(pk=portfolio_id)
            new_transaction.security, created = Security.objects.get_or_create(symbol="CASH")
            new_transaction.units = new_transaction.amount
            new_transaction.amount = new_transaction.amount * 100 # store in cents.
            new_transaction.unit_price = 100 #100 cents. 1$
            new_transaction.save()
            
            # update holding only if amount has changed.
            if old_transaction_amount != new_transaction.amount:
                count = PortfolioHolding.objects.filter(portfolio=new_transaction.portfolio, security=new_transaction.security).count()
                if count == 0:
                    ph = PortfolioHolding(portfolio=new_transaction.portfolio, held=0, average_price=100, last_price=100)
                else:
                    ph = PortfolioHolding.objects.get(portfolio=new_transaction.portfolio)

                ph.updateHolding(new_transaction)
                ph.save()
                # only now can add security.
                # ph.securities.add(new_transaction.security)
            return HttpResponseRedirect('/tracker/portfolios/'+portfolio_id)
    else:
        form = CashTransactionForm(instance = transaction)
    return render_to_response('manager/addCashTransaction.html', {'form':form, 'p_id':portfolio_id}, context_instance=RequestContext(request))
예제 #3
0
파일: views.py 프로젝트: rneupane/tracker
def edit_transaction(request, t_id=None):
    """
    edit transaction. takes transaction id as t_id
    """
    transaction = None
    portfolio = None
    symbol = None
    old_type = None
    old_amnt = 0
    old_security = None
    new_security = None
    if  t_id is not None:
        #print 'transaction id is: ', t_id
        transaction = get_object_or_404(Transaction, pk=t_id)
        
        portfolio = Portfolio.objects.get(pk=transaction.portfolio.id)
        symbol = transaction.security.symbol
        old_type = transaction.type.name
        old_amnt = transaction.amount
        old_security = transaction.security
        
        transaction.set_values_in_dollars()        

    if request.method == 'POST':
        form = None

        # create form.
        new_tran_type = TransactionType.objects.get(pk=request.POST['type'])
        if new_tran_type.name in ('Withdraw', 'Deposit'):
            # cash transaction create cash form
            form = CashTransactionForm(request.POST,instance=transaction)
        elif new_tran_type.name in ('Buy', 'Sell'):
            # security form. initial so symbol gets passed through.
            form = SecurityTransactionForm(request.POST, initial={'symbol':symbol},
                    instance=transaction)
        else:
            pass
        
        if form.is_valid():
            # commit=False so can alter values before saving.
            new_transaction = form.save(commit=False)
            
            new_transaction.portfolio = portfolio
            if new_transaction.type.name in ('Deposit', 'Withdraw'):
                # for cash transaction. security does not change.
                new_transaction.security = old_security
                new_transaction.units = new_transaction.amount
                new_transaction.unit_price = 1
            elif new_transaction.type.name in ('Buy', 'Sell'):
                # security could have been changed.
                new_security = Security.objects.get(symbol=form.cleaned_data['symbol'])
                if old_security.symbol != new_security.symbol:
                    # new security entered.
                    new_transaction.security = new_security
            else:
                pass

            new_transaction.set_values_in_cents() #also calculates amount
            
            # adjust previous amnt.
            print 'prev_type:', old_type
            print 'prev_amt:', old_amnt
            if old_type in ('Sell', 'Deposit'):
                # if money in MUST subtract to undo.
                old_amnt = -old_amnt
            update_cash_holding(portfolio, old_amnt)
            
            # adjust w/ new amnt.
            cash = new_transaction.amount
            print 'new_type:', new_transaction.type.name
            print 'new_amt:', cash
            if new_transaction.type.name in ('Sell', 'Deposit'):
                # money in add.
                update_cash_holding(portfolio, cash)
            elif new_transaction.type.name in ('Buy', 'Withdraw'):
                # money out subtract.
                update_cash_holding(portfolio, -cash)
            else:
                pass    
                
            new_transaction.save()
            if new_transaction.type.name in ('Buy', 'Sell'):
                update_holdings(portfolio, new_transaction.security)
            # all done.
            return HttpResponsePermanentRedirect('/tracker/portfolios/summary/')
        else:
            print 'form is not valid... why?'
    else:
        form = None
        if transaction.type.name in ('Deposit', 'Withdraw'):
            form = CashTransactionForm(instance=transaction)
        elif transaction.type.name in ('Buy', 'Sell'):
            if transaction is not None:
                form = SecurityTransactionForm(initial={'symbol':symbol}, instance=transaction)
        else:
            pass
    return render_to_response('manager/portfolio/add_transaction.html',
                              {'form':form},
                              context_instance=RequestContext(request)
                              )