feat: add current price and other info to DCA strategy detail

This commit is contained in:
Herculino Trotta
2024-11-15 22:24:07 -03:00
parent 7f6e6514d5
commit 2c15a284af
5 changed files with 98 additions and 37 deletions
+35 -20
View File
@@ -1,25 +1,16 @@
from django.db.models import Func, F, Value, DurationField, Case, When, DecimalField, Q
from django.db.models.functions import Abs, Extract
import datetime
from django.db.models import Func, F, Value, Case, When, DecimalField, Q
from django.db.models.functions import Extract
from django.utils import timezone
from django.core.exceptions import ValidationError
from django.utils.translation import gettext_lazy as _
from apps.currencies.models import ExchangeRate
from apps.currencies.models import Currency
from apps.currencies.models import ExchangeRate
def convert(amount, from_currency: Currency, to_currency: Currency, date=None):
if from_currency == to_currency:
return (
amount,
to_currency.prefix,
to_currency.suffix,
to_currency.decimal_places,
)
if date is None:
date = timezone.localtime(timezone.now())
def get_exchange_rate(
from_currency: Currency, to_currency: Currency, date: datetime.date
) -> ExchangeRate | None:
try:
exchange_rate = (
ExchangeRate.objects.filter(
@@ -41,13 +32,37 @@ def convert(amount, from_currency: Currency, to_currency: Currency, date=None):
)
if exchange_rate is None:
return None, None, None, None
return None
except ExchangeRate.DoesNotExist:
return None
else:
return exchange_rate
def convert(amount, from_currency: Currency, to_currency: Currency, date=None):
if from_currency == to_currency:
return (
amount * exchange_rate.effective_rate,
amount,
to_currency.prefix,
to_currency.suffix,
to_currency.decimal_places,
)
except ExchangeRate.DoesNotExist:
if date is None:
date = timezone.localtime(timezone.now())
exchange_rate = get_exchange_rate(
from_currency=from_currency, to_currency=to_currency, date=date
)
if exchange_rate is None:
return None, None, None, None
return (
amount * exchange_rate.effective_rate,
to_currency.prefix,
to_currency.suffix,
to_currency.decimal_places,
)
+13 -1
View File
@@ -7,7 +7,7 @@ from django.template.defaultfilters import date
from django.utils import timezone
from django.utils.translation import gettext_lazy as _
from apps.currencies.utils.convert import convert
from apps.currencies.utils.convert import convert, get_exchange_rate
class DCAStrategy(models.Model):
@@ -133,6 +133,18 @@ class DCAStrategy(models.Model):
"amounts_bought": amounts_bought,
}
def current_price(self):
exchange_rate = get_exchange_rate(
from_currency=self.payment_currency,
to_currency=self.target_currency,
date=timezone.localtime(timezone.now()),
)
if exchange_rate:
return exchange_rate.effective_rate, exchange_rate.date
else:
return None
class DCAEntry(models.Model):
strategy = models.ForeignKey(
-9
View File
@@ -145,15 +145,6 @@ def strategy_detail(request, strategy_id):
"entries": entries,
"entries_data": entries_data,
"monthly_data": monthly_data,
"total_invested": strategy.total_invested(),
"total_received": strategy.total_received(),
"average_entry_price": strategy.average_entry_price(),
"total_entries": strategy.total_entries(),
"current_total_value": strategy.current_total_value(),
"total_profit_loss": strategy.total_profit_loss(),
"total_profit_loss_percentage": strategy.total_profit_loss_percentage(),
"investment_frequency": strategy.investment_frequency_data(),
"price_comparison_data": strategy.price_comparison_data(),
}
return render(request, "dca/fragments/strategy/details.html", context)