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

locale/de.po

@@ -162,6 +162,10 @@ msgstr "Umrechnungsfaktor zwischen den Einheiten der teilnehmenden Kassenbücher
 #################
 # cashbook.line #
 #################
+msgctxt "view:cashbook.line:"
+msgid "Performance"
+msgstr "Wertentwicklung"
+
 msgctxt "field:cashbook.line,quantity_digits:"
 msgid "Digits"
 msgstr "Dezimalstellen"
@@ -218,6 +222,30 @@ msgctxt "field:cashbook.line,splitline_has_quantity:"
 msgid "has quantity"
 msgstr "hat Anzahl"
 
+msgctxt "field:cashbook.line,current_value:"
+msgid "Value"
+msgstr "Wert"
+
+msgctxt "help:cashbook.line,current_value:"
+msgid "Valuation of the investment based on the current stock market price."
+msgstr "Bewertung der Vermögensanlage anhand des aktuellen Börsenkurses."
+
+msgctxt "field:cashbook.line,diff_amount:"
+msgid "Difference"
+msgstr "Differenz"
+
+msgctxt "help:cashbook.line,diff_amount:"
+msgid "Difference between acquisition value and current value"
+msgstr "Differenz zwischen Anschaffungswert und aktuellem Wert"
+
+msgctxt "field:cashbook.line,diff_percent:"
+msgid "Percent"
+msgstr "Prozent"
+
+msgctxt "help:cashbook.line,diff_percent:"
+msgid "percentage performance since acquisition"
+msgstr "prozentuale Wertentwicklung seit Anschaffung"
+
 
 ##################
 # cashbook.recon #

locale/en.po

@@ -146,6 +146,10 @@ msgctxt "help:cashbook.split,factor_2nd_uom:"
 msgid "Conversion factor between the units of the participating cash books."
 msgstr "Conversion factor between the units of the participating cash books."
 
+msgctxt "view:cashbook.line:"
+msgid "Performance"
+msgstr "Performance"
+
 msgctxt "field:cashbook.line,quantity_digits:"
 msgid "Digits"
 msgstr "Digits"
@@ -202,6 +206,30 @@ msgctxt "field:cashbook.line,splitline_has_quantity:"
 msgid "has quantity"
 msgstr "has quantity"
 
+msgctxt "field:cashbook.line,current_value:"
+msgid "Value"
+msgstr "Value"
+
+msgctxt "help:cashbook.line,current_value:"
+msgid "Valuation of the investment based on the current stock market price."
+msgstr "Valuation of the investment based on the current stock market price."
+
+msgctxt "field:cashbook.line,diff_amount:"
+msgid "Difference"
+msgstr "Difference"
+
+msgctxt "help:cashbook.line,diff_amount:"
+msgid "Difference between acquisition value and current value"
+msgstr "Difference between acquisition value and current value"
+
+msgctxt "field:cashbook.line,diff_percent:"
+msgid "Percent"
+msgstr "Percent"
+
+msgctxt "help:cashbook.line,diff_percent:"
+msgid "percentage performance since acquisition"
+msgstr "percentage performance since acquisition"
+
 msgctxt "field:cashbook.recon,start_quantity:"
 msgid "Start Quantity"
 msgstr "Start Quantity"

tests/test_book.py

@@ -296,6 +296,9 @@ class CbInvTestCase(CashbookTestCase, InvestmentTestCase):
         self.assertEqual(book.lines[0].quantity_debit, Decimal('0.0'))
         self.assertEqual(book.lines[0].quantity_digits, 3)
         self.assertEqual(book.lines[0].quantity_uom.symbol, 'u')
+        self.assertEqual(book.lines[0].current_value, Decimal('3.88'))
+        self.assertEqual(book.lines[0].diff_amount, Decimal('1.38'))
+        self.assertEqual(book.lines[0].diff_percent, Decimal('55.18'))
 
         self.assertEqual(book.lines[1].amount, Decimal('4.0'))
         self.assertEqual(book.lines[1].quantity, Decimal('3.3'))

view/line_form.xml

@@ -23,4 +23,18 @@ full copyright notices and license terms. -->
         <field name="factor_2nd_uom"/>
     </xpath>
 
+    <xpath expr="/form/notebook/page[@name='description']" position="after">
+        <page name="current_value" col="5" string="Performance">
+            <label name="current_value"/>
+            <field name="current_value" symbol="currency"/>
+            <label name="diff_amount"/>
+            <field name="diff_amount" symbol="currency"/>
+
+            <group id="diff_percent" col="2">
+                <field name="diff_percent" xexpand="0"/>
+                <label name="diff_percent" xalign="0.0" string="%" xexpand="1"/>
+            </group>
+        </page>
+    </xpath>
+
 </data>