On the reports page, "total portfolio value" should represent the sum of obligated funds for active task orders.
58 lines
2.1 KiB
Python
58 lines
2.1 KiB
Python
import pendulum
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from flask import redirect, render_template, url_for, request as http_request, g
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from .blueprint import portfolios_bp
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from atst.forms.portfolio import PortfolioCreationForm
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from atst.domain.reports import Reports
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from atst.domain.portfolios import Portfolios
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from atst.models.permissions import Permissions
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from atst.domain.authz.decorator import user_can_access_decorator as user_can
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from atst.utils.flash import formatted_flash as flash
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@portfolios_bp.route("/portfolios/new")
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def new_portfolio_step_1():
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form = PortfolioCreationForm()
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return render_template("portfolios/new/step_1.html", form=form)
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@portfolios_bp.route("/portfolios", methods=["POST"])
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def create_portfolio():
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form = PortfolioCreationForm(http_request.form)
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if form.validate():
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portfolio = Portfolios.create(user=g.current_user, portfolio_attrs=form.data)
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return redirect(
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url_for("applications.portfolio_applications", portfolio_id=portfolio.id)
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)
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else:
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return render_template("portfolios/new/step_1.html", form=form), 400
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@portfolios_bp.route("/portfolios/<portfolio_id>/reports")
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@user_can(Permissions.VIEW_PORTFOLIO_REPORTS, message="view portfolio reports")
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def reports(portfolio_id):
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portfolio = Portfolios.get(g.current_user, portfolio_id)
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spending = Reports.get_portfolio_spending(portfolio)
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obligated = portfolio.total_obligated_funds
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remaining = obligated - (spending["invoiced"] + spending["estimated"])
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current_obligated_funds = {
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**spending,
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"obligated": obligated,
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"remaining": remaining,
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}
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if current_obligated_funds["remaining"] < 0:
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flash("insufficient_funds")
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return render_template(
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"portfolios/reports/index.html",
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portfolio=portfolio,
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# wrapped in str() because this sum returns a Decimal object
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total_portfolio_value=str(portfolio.total_obligated_funds),
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current_obligated_funds=current_obligated_funds,
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expired_task_orders=Reports.expired_task_orders(portfolio),
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retrieved=pendulum.now(), # mocked datetime of reporting data retrival
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)
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