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98 lines
4.0 KiB
Python
98 lines
4.0 KiB
Python
"""Template views for the invest app."""
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import logging
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from django.shortcuts import render, get_object_or_404
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from django.utils import timezone
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from .models import Portfolio, Transaction
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from .services import get_portfolio_value, get_weekly_overview, get_all_holdings, get_performance_chart_data
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logger = logging.getLogger(__name__)
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def dashboard(request):
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"""Landing page: weekly snapshot overview + per-portfolio table."""
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overview = get_weekly_overview()
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# Determine current Australian financial year (Jul–Jun)
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now = timezone.now()
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fy_start = now.year if now.month >= 7 else now.year - 1
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fy_label = f"FY {str(fy_start)[2:]}-{str(fy_start + 1)[2:]}"
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last_week_date = overview.get('last_week_date')
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all_holdings = get_all_holdings(reference_date=last_week_date)
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# Merge snapshot data into each holdings group.
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# Change is computed as (live total – last snapshot), so the card header and
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# the change line are always consistent with the live holdings table.
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rows_by_id = {row['portfolio'].id: row for row in overview.get('portfolio_rows', [])}
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for group in all_holdings:
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row = rows_by_id.get(group['portfolio'].id, {})
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group['last_snapshot_value'] = row.get('last_week_value')
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group['position_count'] = row.get('position_count', len(group['holdings']))
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# Derive portfolio-level change by summing per-stock value changes,
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# so the header is always consistent with the individual rows.
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stock_changes = [s['value_change'] for s in group['holdings'] if s['value_change'] is not None]
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if stock_changes:
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total_change = sum(stock_changes)
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ref_total = group['total_value'] - total_change
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group['change'] = total_change
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group['change_pct'] = round((total_change / ref_total) * 100, 2) if ref_total else None
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else:
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group['change'] = None
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group['change_pct'] = None
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# Recalculate overview week_gain/week_change_pct from per-portfolio stock-level
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# changes so the headline is consistent with the portfolio cards. The snapshot
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# comparison inflates the figure whenever the portfolio composition changes
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# (e.g. stocks sold/bought during the week), while price-movement only reflects
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# actual market performance.
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holdings_with_change = [g for g in all_holdings if g['change'] is not None]
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if holdings_with_change:
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total_change = sum(g['change'] for g in holdings_with_change)
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total_ref = sum(g['total_value'] - g['change'] for g in holdings_with_change)
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overview['week_gain'] = round(total_change, 2)
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overview['week_change_pct'] = round((total_change / total_ref) * 100, 2) if total_ref else None
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recent_transactions = (
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Transaction.objects
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.select_related('portfolio')
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.order_by('-date', '-created_at')[:100]
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)
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return render(request, 'invest/dashboard.html', {
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'overview': overview,
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'fy_label': fy_label,
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'all_holdings': all_holdings,
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'chart_data_json': get_performance_chart_data() or 'null',
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'recent_transactions': recent_transactions,
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})
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def portfolio_detail(request, pk):
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"""Portfolio detail: live holdings, no cost/P&L."""
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portfolio = get_object_or_404(Portfolio, pk=pk)
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try:
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summary = get_portfolio_value(portfolio)
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except Exception as exc:
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logger.error("get_portfolio_value failed for %s: %s", pk, exc)
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summary = {
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'portfolio_id': portfolio.id,
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'portfolio_name': portfolio.name,
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'holdings': [],
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'total_value': 0,
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}
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return render(request, 'invest/portfolio_detail.html', {
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'portfolio': portfolio,
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'summary': summary,
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})
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def portfolio_transactions(request, pk):
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"""Transaction history for a portfolio."""
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portfolio = get_object_or_404(Portfolio, pk=pk)
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transactions = portfolio.transactions.all().order_by('-date', '-created_at')
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return render(request, 'invest/transactions.html', {
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'portfolio': portfolio,
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'transactions': transactions,
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})
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