links/invest/template_views.py

"""Template views for the invest app."""
import logging
from decimal import Decimal

from django.db.models import Q
from django.shortcuts import get_object_or_404, redirect, render
from django.utils import timezone

from links.models import Post, Tag

from .forms import CashFlowForm, TransactionForm
from .models import Portfolio, Transaction
from .services import (
    SEMI_TICKERS,
    AI_CLOUD_TICKERS,
    get_all_holdings,
    get_aud_total,
    get_cashflow_adjusted_performance,
    get_cost_basis,
    get_current_price,
    get_net_external_cash_flow,
    get_performance_chart_data,
    get_portfolio_value,
    get_risk_summary,
    get_weekly_overview,
)

logger = logging.getLogger(__name__)


def dashboard(request):
    """Landing page: agent-first metrics + human-readable holdings/risk dashboard."""
    overview = get_weekly_overview()

    now = timezone.now()
    fy_start = now.year if now.month >= 7 else now.year - 1
    fy_label = f"FY {str(fy_start)[2:]}-{str(fy_start + 1)[2:]}"

    reference_date = overview.get('last_week_date')
    all_holdings = get_all_holdings(reference_date=reference_date)
    rows_by_id = {row['portfolio'].id: row for row in overview.get('portfolio_rows', [])}
    cost_basis = get_cost_basis()
    for group in all_holdings:
        row = rows_by_id.get(group['portfolio'].id, {})
        group['this_week_value'] = row.get('this_week_value')
        group['change'] = row.get('change')
        group['change_pct'] = row.get('change_pct')
        group['position_count'] = row.get('position_count', len(group['holdings']))
        # 注入成本数据（模板无法用动态 dict key 查 cost_basis）
        cb = cost_basis['by_portfolio'].get(group['portfolio'].id, {})
        for holding in group['holdings']:
            holding['cost'] = cb.get(holding['stock_code'])

    performance = get_cashflow_adjusted_performance()
    risk = get_risk_summary()

    # 全局未实现盈亏汇总
    pnl_rows = [r for r in cost_basis['flattened'] if r['unrealized_pnl'] is not None]
    total_cost = sum(r['total_cost'] for r in pnl_rows)
    total_pnl = sum(r['unrealized_pnl'] for r in pnl_rows)
    total_pnl_pct = (total_pnl / total_cost * 100) if total_cost > 0 else None

    # 交易搜索
    search_q = request.GET.get('q', '').strip()
    tx_qs = Transaction.objects.select_related('portfolio').order_by('-date', '-created_at')
    if search_q:
        tx_qs = tx_qs.filter(
            Q(stock_code__icontains=search_q) | Q(portfolio__name__icontains=search_q)
        )
    recent_transactions = tx_qs[:30]

    invest_tags = list(Tag.objects.filter(slug__in=['invest', 'investment']).order_by('slug'))
    invest_tag = next((tag for tag in invest_tags if tag.slug == 'invest'), None) or (invest_tags[0] if invest_tags else None)
    investment_posts = Post.objects.none()
    if invest_tags:
        investment_posts = (
            Post.objects.filter(tags__in=invest_tags)
            .distinct()
            .order_by('-created_at')[:12]
        )

    return render(request, 'invest/dashboard.html', {
        'overview': overview,
        'fy_label': fy_label,
        'all_holdings': all_holdings,
        'chart_data_json': get_performance_chart_data() or 'null',
        'performance': performance,
        'net_contributions': get_net_external_cash_flow(),
        'risk': risk,
        'cost_basis': cost_basis,
        'total_pnl': round(total_pnl, 2),
        'total_pnl_pct': round(total_pnl_pct, 6) if total_pnl_pct is not None else None,
        'aud_total': get_aud_total(),
        'recent_transactions': recent_transactions,
        'search_q': search_q,
        'invest_tag': invest_tag,
        'investment_posts': investment_posts,
    })


def portfolio_detail(request, pk):
    """Portfolio detail: live holdings."""
    portfolio = get_object_or_404(Portfolio, pk=pk)
    try:
        summary = get_portfolio_value(portfolio)
    except Exception as exc:
        logger.error("get_portfolio_value failed for %s: %s", pk, exc)
        summary = {
            'portfolio_id': portfolio.id,
            'portfolio_name': portfolio.name,
            'holdings': [],
            'total_value': 0,
        }
    cost_basis = get_cost_basis()
    cb = cost_basis['by_portfolio'].get(portfolio.id, {})
    for holding in summary.get('holdings', []):
        holding['cost'] = cb.get(holding['stock_code'])
    return render(request, 'invest/portfolio_detail.html', {
        'portfolio': portfolio,
        'summary': summary,
        'cost_basis': cost_basis,
    })

def portfolio_transactions(request, pk):
    """Transaction history for a portfolio."""
    portfolio = get_object_or_404(Portfolio, pk=pk)
    transactions = portfolio.transactions.all().order_by('-date', '-created_at')
    return render(request, 'invest/transactions.html', {
        'portfolio': portfolio,
        'transactions': transactions,
    })


def stock_detail(request, ticker):
    """Per-ticker view: cross-account holdings, cost basis, P&L, trade history."""
    ticker = ticker.upper()
    portfolios = list(Portfolio.objects.all())
    current_price = get_current_price(ticker)

    positions = []
    total_qty = Decimal('0')
    for portfolio in portfolios:
        for stock in portfolio.stocks.filter(stock_code=ticker, quantity__gt=0):
            value = float(current_price or 0) * float(stock.quantity)
            total_qty += stock.quantity
            positions.append({
                'portfolio': portfolio,
                'quantity': float(stock.quantity),
                'current_value': round(value, 2),
                'current_price': current_price,
            })

    # 全局成本（跨账户合并）
    cb_rows = [r for r in get_cost_basis()['flattened'] if r['stock_code'] == ticker]
    total_cost = sum(r['total_cost'] for r in cb_rows)
    total_value = sum(r['current_value'] for r in cb_rows)
    total_pnl = sum(r['unrealized_pnl'] for r in cb_rows if r['unrealized_pnl'] is not None)
    avg_cost = (total_cost / float(total_qty)) if total_qty > 0 else None
    pnl_pct = (total_pnl / total_cost * 100) if total_cost > 0 else None
    estimated = any(r['estimated'] for r in cb_rows)

    # 权重 & 主题
    risk = get_risk_summary()
    weight = next((r['weight'] for r in risk['top_positions'] if r['stock_code'] == ticker), None)
    if ticker in SEMI_TICKERS:
        theme = '半导体'
    elif ticker in AI_CLOUD_TICKERS:
        theme = 'AI / 云计算'
    else:
        theme = '—'

    transactions = (
        Transaction.objects.filter(stock_code=ticker)
        .select_related('portfolio')
        .order_by('-date', '-created_at')
    )

    return render(request, 'invest/stock_detail.html', {
        'ticker': ticker,
        'current_price': current_price,
        'positions': positions,
        'total_qty': float(total_qty),
        'total_cost': round(total_cost, 2),
        'total_value': round(total_value, 2),
        'total_pnl': round(total_pnl, 2),
        'avg_cost': avg_cost,
        'pnl_pct': pnl_pct,
        'estimated': estimated,
        'weight': weight,
        'theme': theme,
        'transactions': transactions,
        'portfolio_count': len([p for p in portfolios if p.stocks.filter(stock_code=ticker, quantity__gt=0).exists()]),
    })


def transaction_create(request):
    """Manual transaction entry form."""
    if request.method == 'POST':
        form = TransactionForm(request.POST)
        if form.is_valid():
            tx = form.save(commit=False)
            tx.stock_code = tx.stock_code.upper()
            tx.source = 'MANUAL'
            tx.confidence = Decimal('1.0')
            tx.save()
            return redirect('invest-dashboard')
    else:
        form = TransactionForm()
    return render(request, 'invest/transaction_form.html', {'form': form, 'form_title': '添加交易记录'})


def cashflow_create(request):
    """Manual cash-flow entry form."""
    if request.method == 'POST':
        form = CashFlowForm(request.POST)
        if form.is_valid():
            flow = form.save(commit=False)
            flow.source = 'MANUAL'
            flow.confidence = Decimal('1.0')
            flow.save()
            return redirect('invest-dashboard')
    else:
        form = CashFlowForm()
    return render(request, 'invest/cashflow_form.html', {'form': form, 'form_title': '添加现金流记录'})