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asset: feld 'Datum' + 'Name' neu, rec_name optimiert, Test korrigiert

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This commit is contained in:
Frederik Jaeckel 2022-11-23 10:44:09 +01:00
parent aeb949cc20
commit 4947b495c2
6 changed files with 133 additions and 34 deletions
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76
asset.py
View file

@ -7,6 +7,7 @@ from trytond.model import ModelView, ModelSQL, fields
from trytond.transaction import Transaction
from trytond.pool import Pool
from trytond.pyson import Eval, Bool, And
from trytond.report import Report
from decimal import Decimal
from datetime import time
from sql.functions import CurrentTime
@ -17,6 +18,8 @@ class Asset(ModelSQL, ModelView):
'Asset'
__name__ = 'investment.asset'
name = fields.Function(fields.Char(string='Name', readonly=True),
'on_change_with_name')
company = fields.Many2One(string='Company', model_name='company.company',
required=True, ondelete="RESTRICT")
product = fields.Many2One(string='Product', required=True,
@ -38,7 +41,9 @@ class Asset(ModelSQL, ModelView):
model_name='investment.rate')
rate = fields.Function(fields.Numeric(string='Current Rate',
readonly=True, digits=(16, Eval('currency_digits', 4)),
depends=['currency_digits']), 'on_change_with_rate')
depends=['currency_digits']), 'get_rate_data')
date = fields.Function(fields.Date(string='Date', readonly=True,
help='Date of current rate'), 'get_rate_data')
company_currency = fields.Function(fields.Many2One(readonly=True,
string='Company Currency', states={'invisible': True},
@ -96,6 +101,45 @@ class Asset(ModelSQL, ModelView):
"""
return 4
@classmethod
def get_rate_data(cls, assets, names):
""" get date and rate of asset
"""
pool = Pool()
Asset = pool.get('investment.asset')
Rate = pool.get('investment.rate')
tab_asset = Asset.__table__()
tab_rate = Rate.__table__()
cursor = Transaction().connection.cursor()
query = tab_asset.join(tab_rate,
condition=tab_asset.id==tab_rate.asset
).select(
tab_asset.id,
tab_rate.rate,
tab_rate.date,
distinct_on=[tab_asset.id],
order_by=[tab_asset.id, tab_rate.date.desc],
where=tab_asset.id.in_([x.id for x in assets]),
)
cursor.execute(*query)
records = cursor.fetchall()
result = {x:{y.id: None for y in assets} for x in names}
for record in records:
(id1, rate1, date1) = record
asset = Asset(id1)
exp = Decimal(Decimal(1) / 10 ** (asset.currency_digits or 4))
values = {'rate': record[1].quantize(exp), 'date': record[2]}
for name in names:
result[name][record[0]] = values[name]
return result
@fields.depends('updtsource', 'updttime')
def on_change_updtsource(self):
""" clear time-fields
@ -105,23 +149,6 @@ class Asset(ModelSQL, ModelView):
else :
self.updttime = time(11, 30)
@fields.depends('id', 'currency_digits')
def on_change_with_rate(self, name=None):
""" get current rate
"""
pool = Pool()
Rate = pool.get('investment.rate')
IrDate = pool.get('ir.date')
if self.id:
rates = Rate.search([
('date', '<=', IrDate.today()),
('asset.id', '=', self.id),
], order=[('date', 'DESC')], limit=1)
if len(rates) > 0:
exp = Decimal(Decimal(1) / 10 ** (self.currency_digits or 4))
return rates[0].rate.quantize(exp)
@fields.depends('product', 'uom')
def on_change_product(self):
""" update unit by product
@ -138,6 +165,13 @@ class Asset(ModelSQL, ModelView):
if self.currency:
self.currency_digits = self.currency.digits
@fields.depends('product')
def on_change_with_name(self, name=None):
""" get name of product
"""
if self.product:
return self.product.name
@fields.depends('product')
def on_change_with_product_uom(self, name=None):
""" get category of product-uom
@ -294,10 +328,14 @@ class Asset(ModelSQL, ModelView):
def get_rec_name(self, name):
""" record name
"""
return '%(prod)s [%(curr)s/%(unit)s]' % {
return '%(prod)s - %(rate)s %(curr)s/%(unit)s [%(date)s]' % {
'prod': getattr(self.product, 'rec_name', '-'),
'curr': getattr(self.currency, 'rec_name', '-'),
'unit': getattr(self.uom, 'rec_name', '-'),
'rate': Report.format_number(self.rate, lang=None,
digits=self.currency_digits or 4) \
if self.rate is not None else '-',
'date': Report.format_date(self.date) if self.date is not None else '-',
}
@classmethod

12
locale/de.po
View file

@ -162,10 +162,22 @@ msgctxt "field:investment.asset,rates:"
msgid "Rates"
msgstr "Kurse"
msgctxt "field:investment.asset,name:"
msgid "Name"
msgstr "Name"
msgctxt "field:investment.asset,rate:"
msgid "Current Rate"
msgstr "aktueller Kurs"
msgctxt "field:investment.asset,date:"
msgid "Date"
msgstr "Datum"
msgctxt "help:investment.asset,date:"
msgid "Date of current rate"
msgstr "Datum des aktuellen Kurses"
msgctxt "field:investment.asset,updtsource:"
msgid "Update Source"
msgstr "Kursquelle"

12
locale/en.po
View file

@ -134,10 +134,22 @@ msgctxt "field:investment.asset,rates:"
msgid "Rates"
msgstr "Rates"
msgctxt "field:investment.asset,name:"
msgid "Name"
msgstr "Name"
msgctxt "field:investment.asset,rate:"
msgid "Current Rate"
msgstr "Current Rate"
msgctxt "field:investment.asset,date:"
msgid "Date"
msgstr "Date"
msgctxt "help:investment.asset,date:"
msgid "Date of current rate"
msgstr "Date of current rate"
msgctxt "field:investment.asset,updtsource:"
msgid "Update Source"
msgstr "Update Source"

45
tests/test_asset.py
View file

@ -61,7 +61,7 @@ class AssetTestCase(ModuleTestCase):
'currency_digits': 4,
'uom': product.default_uom.id,
}])
self.assertEqual(asset.rec_name, '%s [usd/%s]' % (
self.assertEqual(asset.rec_name, '%s - - usd/%s [-]' % (
product.rec_name,
asset.uom.rec_name,
))
@ -84,6 +84,33 @@ class AssetTestCase(ModuleTestCase):
company=company,
product = product)
@with_transaction()
def test_asset_rec_name(self):
""" create asset
"""
Asset = Pool().get('investment.asset')
company = self.prep_asset_company()
product = self.prep_asset_product(
name='Product 1',
description='some asset')
asset = self.prep_asset_item(
company=company,
product = product)
self.assertEqual(asset.rec_name, 'Product 1 - - usd/Unit [-]')
Asset.write(*[
[asset],
{
'rates': [('create', [{
'date': date(2022, 5, 15),
'rate': Decimal('2.45'),
}])],
}])
self.assertEqual(asset.rec_name, 'Product 1 - 2.4500 usd/Unit [05/15/2022]')
@with_transaction()
def test_asset_check_onlinesource_onoff(self):
""" create asset, switch online-source on/off
@ -154,8 +181,10 @@ class AssetTestCase(ModuleTestCase):
'qdate': date(2022, 10, 15),
'qtime': time(10, 30),
}):
# re-read to make context work
asset2, = Asset.browse([asset.id])
# no rates exists - wait for 10:45
self.assertEqual(asset.updtneeded, True)
self.assertEqual(asset2.updtneeded, False)
self.assertEqual(
Asset.search_count([('updtneeded', '=', True)]),
0)
@ -165,7 +194,8 @@ class AssetTestCase(ModuleTestCase):
'qtime': time(10, 46),
}):
# no rates exists - run at 10:46
self.assertEqual(asset.updtneeded, True)
asset2, = Asset.browse([asset.id])
self.assertEqual(asset2.updtneeded, True)
self.assertEqual(
Asset.search_count([('updtneeded', '=', True)]),
1)
@ -186,7 +216,8 @@ class AssetTestCase(ModuleTestCase):
'qtime': time(10, 30),
}):
# 1x rate exists - run at 10:30
self.assertEqual(asset.updtneeded, True)
asset2, = Asset.browse([asset.id])
self.assertEqual(asset2.updtneeded, False)
self.assertEqual(
Asset.search_count([('updtneeded', '=', True)]),
0)
@ -196,7 +227,8 @@ class AssetTestCase(ModuleTestCase):
'qtime': time(10, 46),
}):
# 1x rate exists yesterday - run at 10:46
self.assertEqual(asset.updtneeded, True)
asset2, = Asset.browse([asset.id])
self.assertEqual(asset2.updtneeded, True)
self.assertEqual(
Asset.search_count([('updtneeded', '=', True)]),
1)
@ -217,7 +249,8 @@ class AssetTestCase(ModuleTestCase):
'qtime': time(10, 47),
}):
# 1x rate exists today - run at 10:47
self.assertEqual(asset.updtneeded, True)
asset2, = Asset.browse([asset.id])
self.assertEqual(asset2.updtneeded, False)
self.assertEqual(
Asset.search_count([('updtneeded', '=', True)]),
0)

10
view/asset_form.xml
View file

@ -2,24 +2,28 @@
<!-- This file is part of the investment-module from m-ds for Tryton.
The COPYRIGHT file at the top level of this repository contains the
full copyright notices and license terms. -->
<form col="4">
<form col="6">
<label name="product" />
<field name="product" />
<label name="rate" />
<field name="rate" symbol="currency"/>
<label name="date" />
<field name="date"/>
<separator id="sepunits" colspan="4" string="Currency and Units"/>
<separator id="sepunits" colspan="6" string="Currency and Units"/>
<label name="currency" />
<field name="currency" />
<label name="currency_digits" />
<field name="currency_digits" />
<newline/>
<label name="uom" />
<field name="uom" />
<label name="product_uom" />
<field name="product_uom" />
<newline/>
<notebook>
<notebook colspan="6">
<page id="pgids" col="4" string="Identifiers">
<label name="wkn" />
<field name="wkn" />

10
view/asset_list.xml
View file

@ -3,11 +3,11 @@
The COPYRIGHT file at the top level of this repository contains the
full copyright notices and license terms. -->
<tree>
<field name="rec_name"/>
<field name="isin"/>
<field name="secsymb"/>
<field name="wkn"/>
<field name="rate"/>
<field name="name" expand="2"/>
<field name="isin" expand="1"/>
<field name="wkn" expand="1"/>
<field name="date" expand="1"/>
<field name="rate" expand="1"/>
<field name="currency"/>
<field name="uom" />
</tree>