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OpenClaw Sub-agent
8d05a11eb6
- Portfolio management (MOMO, IBKR personal, IBKR Yanhua) - Stock holdings with transaction history (buy/sell) - Weekly AI report generation - Real-time price cache via Finnhub API - Dashboard with tree view and performance charts - REST API with AI-friendly batch update endpoint - Management command for scheduled report generation For大哥's personal investment advisor system.
81 lines
2.6 KiB
Python
81 lines
2.6 KiB
Python
"""Template views for the invest app."""
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import json
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import logging
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from django.shortcuts import render, get_object_or_404
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from .models import Portfolio, Report
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from .services import portfolio_summary
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logger = logging.getLogger(__name__)
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def dashboard(request):
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"""Landing page: list of portfolios with key metrics."""
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portfolios = Portfolio.objects.prefetch_related('stocks').order_by('name')
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summaries = []
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for portfolio in portfolios:
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try:
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s = portfolio_summary(portfolio)
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except Exception as exc:
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logger.warning("portfolio_summary failed for %s: %s", portfolio.id, exc)
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s = {
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'portfolio': {'id': portfolio.id, 'name': portfolio.name},
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'stocks': [],
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'total_cost': 0,
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'total_market_value': 0,
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'total_unrealized_pnl': 0,
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'total_unrealized_pnl_pct': 0,
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}
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summaries.append(s)
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return render(request, 'invest/dashboard.html', {'summaries': summaries})
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def portfolio_detail(request, pk):
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"""Portfolio detail view with holdings table and allocation chart."""
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portfolio = get_object_or_404(Portfolio, pk=pk)
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try:
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summary = portfolio_summary(portfolio)
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except Exception as exc:
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logger.error("portfolio_summary failed for %s: %s", pk, exc)
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summary = {
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'portfolio': {'id': portfolio.id, 'name': portfolio.name},
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'stocks': [],
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'total_cost': 0,
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'total_market_value': 0,
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'total_unrealized_pnl': 0,
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'total_unrealized_pnl_pct': 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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'summary_json': json.dumps(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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from .models import Transaction
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portfolio = get_object_or_404(Portfolio, pk=pk)
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transactions = Transaction.objects.filter(
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stock__portfolio=portfolio
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).select_related('stock').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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def reports_list(request):
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"""List of all generated reports."""
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reports = Report.objects.select_related('portfolio').order_by('-generated_at')
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return render(request, 'invest/reports.html', {'reports': reports})
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def report_detail(request, pk):
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"""Single report view."""
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report = get_object_or_404(Report.objects.select_related('portfolio'), pk=pk)
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return render(request, 'invest/report_detail.html', {'report': report})
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