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taskList.txt
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24 lines (24 loc) · 1.55 KB
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+ move logic responsible for reading excel into separate file
+ use logic responsible for reading excel from separate file in views.py
+ look how python keeps data on the server session and keep it there once loaded
+ make checkboxes on the form selected by default and push the result into filter method
+ create form which can be used as a filter on dashboard
+ move logic responsible for calculating wallet to different place
+ add date range to the form and use it in future calculations
+ display some properties on the dashboard:
+ how much put (whole term)
+ gain realized (selected term)
+ fee from realized gain (selected term)
+ check if calculations are fine (do it manually)
/ percentage of gain/loss (whole term, consider this as require more development)
+ details of share (when you click on it redirect you to the page with all transactions history)
+ modify GetRealizedGain to return list of transactions with calculated Sell transactions + sublist of buy transactions related to them
+ for each Sell type display also list of buy transactions collapsed underneath
+ for each Sell display also gain/lose realized with this transaction
+ overal statistic for the share gain/lose on this share already realized
+ overal statistic for the share gain/lose on this share (require to have current rates integration)
+ add link to this page from wallet for all transactions
+ display dates correctly
+ display chart with percentages according to current wallet
+ add theoritical transaction option
+ load ike sheet to the session memory