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OpenClaw Sub-agent
b67a834def
P1: - WAC cost basis per (portfolio, ticker): avg_cost / unrealized P&L / P&L% - transaction price when recorded, else trade-date market close (estimated, flagged) - dashboard: Unrealized P&L card + Avg Cost & P&L columns on holdings tables - fx: frankfurter.dev rates (USD/HKD->AUD, 24h cache, UA header required) -> AUD total on Total Value card - chart: 1M/3M/6M/YTD/1Y/ALL period buttons (all periods precomputed server-side, top-level payload stays YTD for compat) P2: - /invest/stocks/<ticker>/ per-ticker page: cross-account holdings, WAC, P&L, weight, theme, trade history - manual transaction + cashflow entry forms (source=MANUAL, confidence=1.0) - dashboard transaction search (?q= ticker/account) + add-transaction buttons - tickers link to detail page; tabular-nums on all figures - 8 new tests (WAC sell, estimated price, incomplete, per-portfolio agg, stock page, forms, search)
69 lines
2.6 KiB
Python
69 lines
2.6 KiB
Python
"""Forms for manual invest data entry (transactions & cash flows)."""
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from django import forms
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from .models import CashFlow, Portfolio, Transaction
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class TransactionForm(forms.ModelForm):
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class Meta:
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model = Transaction
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fields = [
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'portfolio', 'action', 'stock_code', 'quantity',
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'price_per_share', 'currency', 'fee', 'date',
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]
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widgets = {
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'date': forms.DateInput(attrs={'type': 'date'}),
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'stock_code': forms.TextInput(attrs={'placeholder': '如 NVDA / 9988.HK', 'autocomplete': 'off'}),
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'quantity': forms.NumberInput(attrs={'step': '0.000001', 'min': '0.000001'}),
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'price_per_share': forms.NumberInput(attrs={'step': '0.000001', 'min': '0', 'placeholder': '可空（用当日收盘价估算）'}),
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'fee': forms.NumberInput(attrs={'step': '0.01', 'min': '0', 'placeholder': '可空'}),
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}
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labels = {
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'portfolio': '账户',
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'action': '类型',
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'stock_code': '股票代码',
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'quantity': '数量',
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'price_per_share': '成交价（可空）',
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'currency': '币种',
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'fee': '手续费（可空）',
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'date': '日期',
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}
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help_texts = {
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'price_per_share': '留空则按交易日收盘价估算成本',
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'fee': '以成交币种计',
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.fields['portfolio'].queryset = Portfolio.objects.all()
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self.fields['portfolio'].empty_label = None
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self.fields['price_per_share'].required = False
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self.fields['fee'].required = False
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self.fields['currency'].initial = 'USD'
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class CashFlowForm(forms.ModelForm):
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class Meta:
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model = CashFlow
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fields = ['portfolio', 'flow_type', 'amount', 'currency', 'date', 'note']
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widgets = {
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'date': forms.DateInput(attrs={'type': 'date'}),
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'amount': forms.NumberInput(attrs={'step': '0.01', 'min': '0.01'}),
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'note': forms.TextInput(attrs={'placeholder': '备注（可空）'}),
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}
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labels = {
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'portfolio': '账户',
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'flow_type': '类型',
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'amount': '金额',
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'currency': '币种',
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'date': '日期',
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'note': '备注',
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.fields['portfolio'].queryset = Portfolio.objects.all()
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self.fields['portfolio'].empty_label = None
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self.fields['currency'].initial = 'USD'
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self.fields['note'].required = False
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