line: add performance values to line-form

line.py

@@ -85,6 +85,29 @@ class Line(SecondUomMixin, metaclass=PoolMeta):
         string='has quantity', readonly=True, states={'invisible': True}),
         'on_change_with_splitline_has_quantity')
 
+    # performance
+    current_value = fields.Function(fields.Numeric(string='Value',
+        help='Valuation of the investment based on the current stock market price.',
+        readonly=True, digits=(16, Eval('currency_digits', 2)),
+        states={
+            'invisible': Eval('feature', '') != 'asset',
+        }, depends=['currency_digits', 'feature']),
+        'on_change_with_current_value')
+    diff_amount = fields.Function(fields.Numeric(string='Difference',
+        help='Difference between acquisition value and current value',
+        readonly=True, digits=(16, Eval('currency_digits', 2)),
+        states={
+            'invisible': Eval('feature', '') != 'asset',
+        }, depends=['currency_digits', 'feature']),
+        'on_change_with_diff_amount')
+    diff_percent = fields.Function(fields.Numeric(string='Percent',
+        help='percentage performance since acquisition',
+        readonly=True, digits=(16, Eval('currency_digits', 2)),
+        states = {
+            'invisible': Eval('feature', '') != 'asset',
+        }, depends=['currency_digits', 'feature']),
+        'on_change_with_diff_percent')
+
     def get_rec_name(self, name):
         """ add quantities - if its a asset-cashbook
         """
@@ -212,6 +235,42 @@ class Line(SecondUomMixin, metaclass=PoolMeta):
         if cnt1 > 0:
             self.quantity = quantity
 
+    @fields.depends('quantity', 'cashbook', '_parent_cashbook.current_rate', 'currency_digits')
+    def on_change_with_current_value(self, name=None):
+        """ get current value of line by current stock marked price
+            and quantity
+        """
+        if self.cashbook:
+            if (self.quantity is not None) and \
+                (self.cashbook.current_rate is not None):
+                return (
+                        self.quantity * self.cashbook.current_rate
+                    ).quantize(Decimal(str(1/10**self.currency_digits)))
+
+    @fields.depends('quantity', 'amount', 'cashbook', '_parent_cashbook.current_rate', 'currency_digits')
+    def on_change_with_diff_amount(self, name=None):
+        """ get delta between buy and current value
+        """
+        if self.cashbook:
+            if (self.quantity is not None) and \
+                (self.amount is not None) and \
+                (self.cashbook.current_rate is not None):
+                return (
+                        self.quantity * self.cashbook.current_rate - self.amount
+                    ).quantize(Decimal(str(1/10**self.currency_digits)))
+
+    @fields.depends('quantity', 'amount', 'cashbook', '_parent_cashbook.current_rate')
+    def on_change_with_diff_percent(self, name=None):
+        """ get performane percent
+        """
+        if self.cashbook:
+            if (self.quantity is not None) and \
+                (self.amount is not None) and (self.amount != Decimal('0.0')) and \
+                (self.cashbook.current_rate is not None):
+                return (self.quantity * self.cashbook.current_rate * \
+                        Decimal('100.0') / self.amount - Decimal('100.0')
+                    ).quantize(Decimal(str(1/10**self.currency_digits)))
+
     @fields.depends('splitlines')
     def on_change_with_splitline_has_quantity(self, name=None):
         """ get True if splitlines are linked to asset-cashbooks