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68 lines
2.3 KiB
Python
68 lines
2.3 KiB
Python
# apps/dca_tracker/views.py
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from django.contrib.auth.decorators import login_required
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from django.shortcuts import render, get_object_or_404, redirect
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from django.contrib import messages
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from django.utils.translation import gettext_lazy as _
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from django.db.models import Sum, Avg
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from django.db.models.functions import TruncMonth
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from .models import DCAStrategy, DCAEntry
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from .forms import DCAStrategyForm, DCAEntryForm
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@login_required
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def strategy_list(request):
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strategies = DCAStrategy.objects.all()
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return render(request, "dca/strategy_list.html", {"strategies": strategies})
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from django.shortcuts import render, get_object_or_404, redirect
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from django.contrib import messages
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from django.utils.translation import gettext_lazy as _
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from django.db.models import Sum, Avg
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from django.db.models.functions import TruncMonth
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@login_required
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def strategy_detail(request, pk):
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strategy = get_object_or_404(DCAStrategy, id=pk)
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entries = strategy.entries.all()
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# Calculate monthly aggregates
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monthly_data = (
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entries.annotate(month=TruncMonth("date"))
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.values("month")
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.annotate(
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total_paid=Sum("amount_paid"),
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total_received=Sum("amount_received"),
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avg_entry_price=Avg("amount_paid") / Avg("amount_received"),
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)
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.order_by("month")
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)
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# Prepare entries data with current values
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entries_data = [
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{
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"entry": entry,
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"current_value": entry.current_value(),
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"profit_loss": entry.profit_loss(),
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"profit_loss_percentage": entry.profit_loss_percentage(),
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}
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for entry in entries
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]
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context = {
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"strategy": strategy,
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"entries": entries,
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"entries_data": entries_data,
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"monthly_data": monthly_data,
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"total_invested": strategy.total_invested(),
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"total_received": strategy.total_received(),
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"average_entry_price": strategy.average_entry_price(),
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"total_entries": strategy.total_entries(),
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"current_total_value": strategy.current_total_value(),
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"total_profit_loss": strategy.total_profit_loss(),
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"total_profit_loss_percentage": strategy.total_profit_loss_percentage(),
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}
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return render(request, "dca/strategy_detail.html", context)
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