import wizard

__init__.py

@@ -11,6 +11,7 @@ from .cron import Cron
 from .onlinesource import OnlineSource
 from .update_wiz import UpdateSoureWizard
 from .diagram import GraphDef, ChartPoint
+from .import_wiz import ImportWizard, ImportWizardStart
 
 
 def register():
@@ -21,6 +22,7 @@ def register():
         Rate,
         Identifier,
         Cron,
+        ImportWizardStart,
         module='investment', type_='model')
     Pool.register(
         GraphDef,
@@ -28,5 +30,6 @@ def register():
         module='investment', type_='model', depends=['diagram'])
     Pool.register(
         UpdateSoureWizard,
+        ImportWizard,
         module='investment', type_='wizard')
 

import_wiz.py

@@ -0,0 +1,218 @@
+# -*- coding: utf-8 -*-
+# 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.
+
+from io import StringIO
+from datetime  import datetime, date
+from decimal import Decimal
+import csv
+from trytond.pool import Pool
+from trytond.model import ModelView, fields
+from trytond.wizard import Wizard, StateTransition, StateView, Button
+from trytond.transaction import Transaction
+from trytond.exceptions import UserError
+from trytond.i18n import gettext
+
+
+sel_dec_divider = [
+    (',', ','),
+    ('.', '.'),
+    ]
+
+sel_date_fmt = [
+    ('%d.%m.%Y', 'dd.mm.yyyy'),
+    ('%Y-%m-%d', 'yyyy-mm-dd'),
+    ('%m/%d/%Y', 'mm/dd/yyyy'),
+    ]
+
+sel_field_delimiter = [
+    (';', ';'),
+    (',', ','),
+    ]
+
+
+class ImportWizardStart(ModelView):
+    'Import CSV-File'
+    __name__ = 'investment.imp_wiz.start'
+
+    asset = fields.Many2One(string='Asset', readonly=True,
+        model_name='investment.asset')
+    file_ = fields.Binary(string="CSV-File", required=True)
+    dec_divider = fields.Selection(string='Decimal divider',
+        required=True, selection=sel_dec_divider)
+    date_fmt = fields.Selection(string='Date format',
+        required=True, selection=sel_date_fmt)
+    field_delimiter = fields.Selection(string='Field delimiter',
+        required=True, selection=sel_field_delimiter)
+
+# end ImportWizardStart
+
+
+class ImportWizard(Wizard):
+    'Import CSV-File'
+    __name__ = 'investment.imp_wiz'
+
+    start_state = 'start'
+    start = StateView(model_name='investment.imp_wiz.start', \
+        view='investment.imp_wiz_start_form', \
+        buttons=[
+            Button(string='Cancel', state='end', icon='tryton-cancel'),
+            Button(string='Import File', state='importf', icon='tryton-import', default=True),
+            ])
+    importf = StateTransition()
+
+    def default_start(self, fields):
+        """ show asset
+        """
+        context = Transaction().context
+
+        values = {
+            'dec_divider': ',',
+            'date_fmt': '%d.%m.%Y',
+            'field_delimiter': ';',
+            }
+        values['asset'] = context.get('active_id', None)
+        return values
+
+    def transition_importf(self):
+        """ read file, import
+        """
+        pool = Pool()
+        ImportWiz = pool.get('investment.imp_wiz', type='wizard')
+
+        if self.start.file_ is not None:
+            (lines, max_date, min_date) = ImportWiz.read_csv_file(
+                    self.start.file_.decode('utf8'),
+                    dec_divider = self.start.dec_divider,
+                    date_fmt = self.start.date_fmt,
+                    delimiter = self.start.field_delimiter)
+
+            if len(lines) > 0:
+                ImportWiz.upload_rates(
+                    self.start.asset,
+                    lines, min_date, max_date)
+        return 'end'
+
+    @classmethod
+    def upload_rates(cls, asset, rates_list, min_date, max_date):
+        """ upload new rates to asset
+        """
+        Rate = Pool().get('investment.rate')
+
+        # get rate in date-range
+        rates = Rate.search([
+                ('asset.id', '=', asset.id),
+                ('date', '>=', min_date),
+                ('date', '<=', max_date),
+            ])
+        existing_dates = [x.date for x in rates]
+        done_dates = []
+
+        to_create = []
+        for rate in rates_list:
+            if rate['date'] in existing_dates:
+                continue
+            if rate['date'] in done_dates:
+                continue
+
+            to_create.append({
+                'asset': asset.id,
+                'date': rate['date'],
+                'rate': rate['rate'],
+                })
+            done_dates.append(rate['date'])
+
+        if len(to_create) > 0:
+            print('-- to_create:', to_create)
+            Rate.create(to_create)
+
+    @classmethod
+    def read_csv_file(cls, file_content, dec_divider, date_fmt, delimiter):
+        """ read file-content from csv
+        """
+        result = []
+
+        del_chars = ['.', ',']
+        del_chars.remove(dec_divider)
+        min_date = None
+        max_date = None
+        min_rate = None
+        max_rate = None
+
+        with StringIO(file_content) as fhdl:
+            csv_lines = csv.DictReader(fhdl,
+                    fieldnames = ['date', 'rate'],
+                    dialect='excel',
+                    delimiter=delimiter)
+
+            for line in csv_lines:
+                # skip first line
+                if line.get('date', '') == 'date':
+                    continue
+
+                try :
+                    date_val = datetime.strptime(line.get('date', None).strip(), date_fmt).date()
+                except :
+                    raise UserError(gettext(
+                        'investment.msg_import_err_date',
+                        datefmt = date_fmt,
+                        colnr = '1',
+                        ))
+                try :
+                    rate_val = line.get('rate', None).replace(del_chars[0], '').strip()
+                    rate_val = Decimal(rate_val.replace(dec_divider, '.'))
+                except :
+                    raise UserError(gettext(
+                        'investment.msg_import_err_date',
+                        datefmt = 'dd%sdd' % dec_divider,
+                        colnr = '2',
+                        ))
+
+                if isinstance(date_val, date) and isinstance(rate_val, Decimal):
+                    result.append({'date': date_val, 'rate': rate_val})
+
+                    # date range
+                    if max_date is None:
+                        max_date = date_val
+                    else :
+                        if max_date < date_val:
+                            max_date = date_val
+
+                    if min_date is None:
+                        min_date = date_val
+                    else :
+                        if min_date > date_val:
+                            min_date = date_val
+
+                    # rate range
+                    if max_rate is None:
+                        max_rate = rate_val
+                    else :
+                        if max_rate < rate_val:
+                            max_rate = rate_val
+
+                    if min_rate is None:
+                        min_rate = rate_val
+                    else :
+                        if min_rate > rate_val:
+                            min_rate = rate_val
+                else :
+                    raise UserError(gettext(
+                        'investment.msg_err_unknown_content',
+                        linetxt = line,
+                        ))
+
+        # ~ print('- found %d records' % len(result))
+        # ~ print('- dates from %s to %s' % (
+                # ~ min_date.isoformat() if min_date is not None else '-',
+                # ~ max_date.isoformat() if max_date is not None else '-',
+                # ~ ))
+        # ~ print('- rates from %s to %s' % (
+                # ~ str(min_rate) if min_rate is not None else '-',
+                # ~ str(max_rate) if max_rate is not None else '-',
+                # ~ ))
+        return (result, max_date, min_date)
+
+# end ImportWizard
+

import_wiz.xml

@@ -0,0 +1,31 @@
+<?xml version="1.0"?>
+<!-- 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. -->
+<tryton>
+    <data>
+
+        <record model="ir.ui.view" id="imp_wiz_start_form">
+            <field name="model">investment.imp_wiz.start</field>
+            <field name="type">form</field>
+            <field name="name">import_start_form</field>
+        </record>
+
+        <record model="ir.action.wizard" id="act_import_wizard">
+            <field name="name">Import CSV-File</field>
+            <field name="wiz_name">investment.imp_wiz</field>
+        </record>
+        <record model="ir.action-res.group"
+            id="act_import_wizard-group_investment_admin">
+            <field name="action" ref="act_import_wizard"/>
+            <field name="group" ref="group_investment_admin"/>
+        </record>
+
+        <record model="ir.action.keyword" id="act_import_wizard-cat-keyword">
+            <field name="keyword">form_action</field>
+            <field name="model">investment.asset,-1</field>
+            <field name="action" ref="act_import_wizard"/>
+        </record>
+
+    </data>
+</tryton>

locale/de.po

@@ -34,6 +34,14 @@ msgctxt "model:ir.message,text:msg_currency_rate_positive"
 msgid "A asset rate must be positive."
 msgstr "Der Kurs des Vermögenswertes muss positiv sein."
 
+msgctxt "model:ir.message,text:msg_import_err_date"
+msgid "failed to read column %(colnr)s of file, expected date (format: %(datefmt)s)"
+msgstr "Fehler beim Lesen von Spalte %(colnr)s der Datei, erwartetes Datum (Format: %(datefmt)s)"
+
+msgctxt "model:ir.message,text:msg_err_unknown_content"
+msgid "failed to identify row content: %(linetxt)s"
+msgstr "Zeileninhalt konnte nicht identifiziert werden: %(linetxt)s"
+
 
 ##############
 # ir.ui.menu #
@@ -66,6 +74,10 @@ msgctxt "model:ir.action,name:updt_source_wiz"
 msgid "Update Source"
 msgstr "Quelle aktualisieren"
 
+msgctxt "model:ir.action,name:act_import_wizard"
+msgid "Import CSV-File"
+msgstr "CSV-Datei importieren"
+
 
 ###############################
 # ir.action.act_window.domain #
@@ -83,6 +95,50 @@ msgid "All"
 msgstr "Alle"
 
 
+############################
+# investment.imp_wiz.start #
+############################
+msgctxt "model:investment.imp_wiz.start,name:"
+msgid "Import CSV-File"
+msgstr "CSV-Datei importieren"
+
+msgctxt "field:investment.imp_wiz.start,asset:"
+msgid "Asset"
+msgstr "Vermögenswert"
+
+msgctxt "field:investment.imp_wiz.start,file_:"
+msgid "CSV-File"
+msgstr "CSV-Datei"
+
+msgctxt "field:investment.imp_wiz.start,dec_divider:"
+msgid "Decimal divider"
+msgstr "Dezimaltrenner"
+
+msgctxt "field:investment.imp_wiz.start,date_fmt:"
+msgid "Date format"
+msgstr "Datumsformat"
+
+msgctxt "field:investment.imp_wiz.start,field_delimiter:"
+msgid "Field delimiter"
+msgstr "Feldtrenner"
+
+
+######################
+# investment.imp_wiz #
+######################
+msgctxt "model:investment.imp_wiz,name:"
+msgid "Import CSV-File"
+msgstr "CSV-Datei importieren"
+
+msgctxt "wizard_button:investment.imp_wiz,start,end:"
+msgid "Cancel"
+msgstr "Abbruch"
+
+msgctxt "wizard_button:investment.imp_wiz,start,importf:"
+msgid "Import File"
+msgstr "Datei importieren"
+
+
 ############################
 # investment.source_update #
 ############################

locale/en.po

@@ -22,6 +22,14 @@ msgctxt "model:ir.message,text:msg_currency_rate_positive"
 msgid "A asset rate must be positive."
 msgstr "A asset rate must be positive."
 
+msgctxt "model:ir.message,text:msg_import_err_date"
+msgid "failed to read column %(colnr)s of file, expected date (format: %(datefmt)s)"
+msgstr "failed to read column %(colnr)s of file, expected date (format: %(datefmt)s)"
+
+msgctxt "model:ir.message,text:msg_err_unknown_content"
+msgid "failed to identify row content: %(linetxt)s"
+msgstr "failed to identify row content: %(linetxt)s"
+
 msgctxt "model:ir.ui.menu,name:menu_investment"
 msgid "Investment"
 msgstr "Investment"
@@ -46,6 +54,10 @@ msgctxt "model:ir.action,name:updt_source_wiz"
 msgid "Update Source"
 msgstr "Update Source"
 
+msgctxt "model:ir.action,name:act_import_wizard"
+msgid "Import CSV-File"
+msgstr "Import CSV-File"
+
 msgctxt "model:ir.action.act_window.domain,name:act_asset_domain_current"
 msgid "Current"
 msgstr "Current"
@@ -58,6 +70,42 @@ msgctxt "model:ir.action.act_window.domain,name:act_asset_domain_all"
 msgid "All"
 msgstr "All"
 
+msgctxt "model:investment.imp_wiz.start,name:"
+msgid "Import CSV-File"
+msgstr "Import CSV-File"
+
+msgctxt "field:investment.imp_wiz.start,asset:"
+msgid "Asset"
+msgstr "Asset"
+
+msgctxt "field:investment.imp_wiz.start,file_:"
+msgid "CSV-File"
+msgstr "CSV-File"
+
+msgctxt "field:investment.imp_wiz.start,dec_divider:"
+msgid "Decimal divider"
+msgstr "Decimal divider"
+
+msgctxt "field:investment.imp_wiz.start,date_fmt:"
+msgid "Date format"
+msgstr "Date format"
+
+msgctxt "field:investment.imp_wiz.start,field_delimiter:"
+msgid "Field delimiter"
+msgstr "Field delimiter"
+
+msgctxt "model:investment.imp_wiz,name:"
+msgid "Import CSV-File"
+msgstr "Import CSV-File"
+
+msgctxt "wizard_button:investment.imp_wiz,start,end:"
+msgid "Cancel"
+msgstr "Cancel"
+
+msgctxt "wizard_button:investment.imp_wiz,start,importf:"
+msgid "Import File"
+msgstr "Import File"
+
 msgctxt "model:investment.source_update,name:"
 msgid "Update Source"
 msgstr "Update Source"

message.xml

@@ -11,6 +11,12 @@ full copyright notices and license terms. -->
         <record model="ir.message" id="msg_rate_positive">
             <field name="text">A asset rate must be positive.</field>
         </record>
+        <record model="ir.message" id="msg_import_err_date">
+            <field name="text">failed to read column %(colnr)s of file, expected date (format: %(datefmt)s)</field>
+        </record>
+        <record model="ir.message" id="msg_err_unknown_content">
+            <field name="text">failed to identify row content: %(linetxt)s</field>
+        </record>
 
     </data>
 </tryton>

tryton.cfg

@@ -18,5 +18,6 @@ xml:
     update_wiz.xml
     rate.xml
     diagram.xml
+    import_wiz.xml
     menu.xml
     cron.xml

view/import_start_form.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0"?>
+<!-- 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">
+    <label name="asset"/>
+    <field name="asset" colspan="3"/>
+
+    <label name="dec_divider"/>
+    <field name="dec_divider"/>
+    <label name="date_fmt"/>
+    <field name="date_fmt"/>
+    <label name="field_delimiter"/>
+    <field name="field_delimiter"/>
+    <newline/>
+
+    <label name="file_"/>
+    <field name="file_"/>
+</form>