def test_quarter_diff(self): self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2012,1,1)), 0) self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2012,4,1)), 1) self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2012,7,1)), 2) self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2012,10,1)), 3) self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2013,1,1)), 4) self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2013,4,1)), 5) self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2013,7,1)), 6) self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2013,10,1)), 7) self.assertEqual(quarter_diff(datetime(2012,1,1), datetime(2014,1,1)), 8) self.assertRaises(ValueError, quarter_diff, datetime(2012,1,1), datetime(2013,10,2)) self.assertRaises(ValueError, quarter_diff, datetime(2012,1,1), datetime(2013,9,1)) self.assertRaises(ValueError, quarter_diff, datetime(2012,1,1), False) self.assertRaises(ValueError, quarter_diff, False, datetime(2012,1,1))
def calc_real_equity_increment(self, equity_increment, equity_held, equity_target, date_joined):
quarter_joined = round_to_quarter(date_joined)
current_quarter = round_to_quarter(datetime.datetime.today())
quarters = quarter_diff(current_quarter, quarter_joined)
on_track_equity = min(equity_increment * quarters, equity_target)
if (equity_held >= on_track_equity):
return Decimal(0)
elif (on_track_equity - equity_held) < equity_increment:
return on_track_equity - equity_held
else:
return equity_increment
