添加app report

app/api/engine.py

@@ -8,7 +8,7 @@
 # -----------------------------------------------------------------------------
 
 
-import logging
+# import logging
 import redis
 import os
 import sys
@@ -100,12 +100,12 @@ redis_port=config[env]['celery']['port'],
 redis_db=config[env]['celery']['db'],
 redis_password=config[env]['celery']['password']
 
-logging.basicConfig(level=logging.INFO,
-                    filename=work_dir + config[env]['log']['filename'],
-                    filemode=config[env]['log']['filemode'],
-                    format=config[env]['log']['format'],
-                    datefmt=config[env]['log']['datefmt']
-                    )
+# logging.basicConfig(level=logging.INFO,
+#                     filename=work_dir + config[env]['log']['filename'],
+#                     filemode=config[env]['log']['filemode'],
+#                     format=config[env]['log']['format'],
+#                     datefmt=config[env]['log']['datefmt']
+#                     )
 
 class TAMP_SQL(object):
     """[sqlalchemy 封装]

app/controller/report.py

@@ -17,7 +17,8 @@ from flask import request, render_template, g
 from flask import make_response
 
 from app.api.engine import config
-from app.service.report_service import get_report_list, delete_report, get_one_report, edit_report, make_report, edit_report_name
+from app.service.report_service import get_report_list, delete_report, \
+    get_one_report, edit_report, make_report, edit_report_name, make_app_report
 from app.service.template_manage_service import get_make_report_data
 from app.utils.auth import login_require
 from app.utils.format_transfer import npEncoder
@@ -168,3 +169,49 @@ class FindReport(Resource):
             "attributes": data
         }
         return resp
+    
+class AppReportHandlers(Resource):
+    """."""
+
+    def __init__(self):
+        """."""
+        self.parser = reqparse.RequestParser()
+
+    @login_require
+    def get(self):
+        """."""
+        self.parser.add_argument('customer_id', type=str, required=True, help='customer_id不能为空')
+        self.parser.add_argument('time', type=str, required=True, help='time不能为空')
+        args = self.parser.parse_args()
+        args['ifa_id'] = g.ifa_id
+        # 默认模版制作持仓报告
+        data = make_app_report(args)
+        
+        if data:
+            url = data
+            resp = {
+                "code": 0,
+                "data": data,
+                "lang": "zh_CN",
+                "msg": "成功"
+            }
+        else:
+            resp = {
+                "code": 0,
+                "data": '',
+                "lang": "zh_CN",
+                "msg": "失败"
+            }
+        return resp
+
+    def post(self):
+        """."""
+        pass
+
+    def put(self, id):
+        """."""
+        pass
+
+    def delete(self, id):
+        """."""
+        pass
\ No newline at end of file

app/model/tamp_diagnose_app.py

@@ -132,6 +132,7 @@ class HoldReport(Base, BaseModel):
     report_data = Column(Text)
     name = Column(String(100))
     create_time = Column(DateTime)
+    custom_time = Column(DateTime)
 
     def to_dict(self, allow_field=None):
         all_field = [r.name for r in self.__table__.columns]
@@ -146,6 +147,12 @@ class HoldReport(Base, BaseModel):
         data['file'] = file
         return data
     
+    def get_file(self):
+        file = ''
+        if self.file:
+            file = pdf_folder + self.file
+        return file
+
 
 class HoldDiagnoseReport(Base, BaseModel):
     __tablename__ = 'hold_diagnose_report'

app/router/version1.py

@@ -22,4 +22,5 @@ def add_route(api):
     api.add_resource(CustomerList, '/api/customer_list')
     api.add_resource(FundEvaluation, '/api/fund_evaluation')
     api.add_resource(StatementController, '/api/statement')
+    api.add_resource(AppReportHandlers, '/fund_report/report')
 

app/service/report_service.py

@@ -14,8 +14,8 @@ import uuid
 from sqlalchemy import and_, or_
 # from sqlalchemy import union_all
 
-from app.api.engine import TAMP_SQL, tamp_diagnose_app_engine, template_folder, temp_img_save_folder
-from app.model.tamp_diagnose_app import HoldReport, HoldDiagnoseReport, PeriodicReport, Customer, ReportView
+from app.api.engine import TAMP_SQL, tamp_diagnose_app_engine, template_folder, temp_img_save_folder, pdf_save_folder
+from app.model.tamp_diagnose_app import HoldReport, HoldDiagnoseReport, PeriodicReport, Customer, ReportView, FundReportManange
 from app.utils.jinjia2html_v2 import DataIntegrate
 from app.celery import save_pdf
 
@@ -289,3 +289,70 @@ def make_report(args):
     #         })
     # else:
     #     return {'record_id': record_id}
+
+def make_app_report(args):
+    """制作报告."""
+    ifa_id = args.get('ifa_id')
+    customer_id = args.get('customer_id')
+    type = 1
+    pdf_name = str(uuid.uuid4()) + '.pdf'
+    args['file'] = pdf_name
+    args['create_time'] = datetime.datetime.now()
+    args['update_status'] = 2
+    custom_time = args['time']
+    args['custom_time'] = custom_time
+
+    data = {}
+    record_id = 0
+    report_data = ''
+    default_template = ''
+    with TAMP_SQL(tamp_diagnose_app_engine) as tamp_diagnose_app:
+        tamp_diagnose_session = tamp_diagnose_app.session
+        # 查找当前时间是否有生成的pdf
+        hr = tamp_diagnose_session.query(HoldReport).filter(HoldReport.custom_time == custom_time,
+                                                       HoldReport.ifa_id == ifa_id,
+                                                       HoldReport.customer_id == customer_id).first()
+        if hr:
+            return hr.get_file()
+        customer_name = ''
+        type_name = '持仓报告'
+        create_date = str(datetime.datetime.now().date())
+        sql = "select customer_name from customer_view where id = '{}'".format(customer_id)
+        res = tamp_diagnose_session.execute(sql)
+        res = res.fetchone()
+        if res:
+            customer_name = res[0]
+        args['name'] = customer_name + type_name + create_date
+        
+        template = tamp_diagnose_session.query(FundReportManange).filter(and_(
+            FundReportManange.ifa_id == ifa_id,
+            FundReportManange.type == 1,
+            FundReportManange.default == 1
+        )).first()
+        if template.default_template:
+            default_template = json.loads(template.default_template)
+        else:
+            default_template = json.loads(template.custom_template)
+    # save_pdf.delay(record_id, ifa_id, customer_id, pdf_name, type)
+    try:
+        dt = DataIntegrate(ifa_id=ifa_id, customer_id=customer_id, pdf_name=pdf_name, type=type, end_date = custom_time)
+        report_data = dt.get_template_data(default_template=default_template)
+        report_data = json.dumps(report_data, cls=npEncoder, ensure_ascii=False)
+        args['report_data'] = report_data
+        dt.render_data(data=json.loads(report_data.replace(template_folder, temp_img_save_folder)))
+    except OSError:
+        pass
+    except Exception as e:
+        return False
+    
+    if os.path.exists(pdf_save_folder + pdf_name):
+        with TAMP_SQL(tamp_diagnose_app_engine) as tamp_diagnose_app:
+            tamp_diagnose_session = tamp_diagnose_app.session
+            args['update_time'] = datetime.datetime.now()
+            report_record = HoldReport(**args)
+            tamp_diagnose_session.add(report_record)
+            tamp_diagnose_session.flush()
+            # record_id = report_record.id
+        return report_record.get_file()    
+ 
+    return False
\ No newline at end of file

app/utils/fund_rank.py

@@ -5,8 +5,8 @@
 #     pool_pre_ping=True)
 # con = db.connect()
 
-import logging
-logging.basicConfig(level=logging.INFO)
+# import logging
+# logging.basicConfig(level=logging.INFO)
 
 from app.api.engine import tamp_fund_engine, TAMP_SQL, tamp_product_engine
 from app.utils.week_evaluation import *
@@ -73,7 +73,7 @@ def get_frequency(df):
     index_series = df.index.to_series()
     # freq_series = index_series - index_series.shift(1)
     freq_series = index_series.diff(1)
-    logging.log(logging.DEBUG, freq_series.describe())
+    # logging.log(logging.DEBUG, freq_series.describe())
     try:
         f = freq_series.mode()[0].days
     except:
@@ -270,12 +270,12 @@ def fund_rank(start_date, end_date, invest_type=1):
             try:
                 if df.index[-1] - df.index[0] < 0.6 * (end_date - start_date):
                     skipped_funds.append(fund)
-                    logging.log(logging.INFO, 'Skipped {}'.format(fund))
+                    # logging.log(logging.INFO, 'Skipped {}'.format(fund))
                     continue
                 n = get_frequency(df)
             except:
                 # logging.log(logging.ERROR, repr(e))
-                logging.log(logging.INFO, 'Skipped {}'.format(fund))
+                # logging.log(logging.INFO, 'Skipped {}'.format(fund))
                 continue
 
             df = resample(df, trading_cal, n)
@@ -285,7 +285,7 @@ def fund_rank(start_date, end_date, invest_type=1):
             except ValueError:
                 continue
 
-            logging.log(logging.INFO, "Dealing with {}".format(fund))
+            # logging.log(logging.INFO, "Dealing with {}".format(fund))
             net_worth = df['adj_nav'].astype(float)
 
             end_df, begin_df = net_worth.values[-1], net_worth.values[0]

app/utils/timed_task.py

@@ -12,7 +12,9 @@ import uuid
 
 import oss2
 
-from app.api.engine import logging, pdf_folder, tamp_diagnose_app_engine, config, env
+# from app.api.engine import logging, pdf_folder, tamp_diagnose_app_engine, config, env
+from app.api.engine import pdf_folder, tamp_diagnose_app_engine, config, env
+
 import os
 
 from app.api.engine import tamp_user_engine, tamp_order_engine, TAMP_SQL
@@ -82,7 +84,7 @@ def call_month_report(ifauser_id, ifauser_name, customer_id, customer_name):
     except OSError:
         print('IFA: {}, 客户: {}的基金月报已经生成，耗时{}秒'.format(ifauser_name, customer_name, time.time()-start))
     except Exception as e:
-        logging.error("IFAID{}: IFAName{}, 客户ID{}, 客户Name: {}的基金月报生成异常，错误追踪：{}".format(ifauser_id, ifauser_name, customer_id, customer_name, traceback.format_exc()))
+        # logging.error("IFAID{}: IFAName{}, 客户ID{}, 客户Name: {}的基金月报生成异常，错误追踪：{}".format(ifauser_id, ifauser_name, customer_id, customer_name, traceback.format_exc()))
         print("IFA: {}, 客户: {}的基金月报生成异常，错误追踪：{}".format(ifauser_name, customer_name, traceback.format_exc()))
     finally:
         auth = oss2.Auth(config[env]['oss']['account'], config[env]['oss']['password'])

app/utils/timed_task_v2.py

@@ -10,7 +10,8 @@ import time
 import traceback
 import uuid
 import pandas as pd
-from app.api.engine import logging, pdf_folder, tamp_diagnose_app_engine, config, env
+# from app.api.engine import logging, pdf_folder, tamp_diagnose_app_engine, config, env
+from app.api.engine import pdf_folder, tamp_diagnose_app_engine, config, env
 import os
 
 from app.api.engine import tamp_user_engine, tamp_order_engine, TAMP_SQL
@@ -71,7 +72,7 @@ def call_month_report(ifauser_id, ifauser_name, customer_id, customer_name):
     except OSError:
         print('IFA: {}, 客户: {}的基金月报已经生成，耗时{}秒'.format(ifauser_name, customer_name, time.time()-start))
     except Exception as e:
-        logging.error("IFAID{}: IFAName{}, 客户ID{}, 客户Name: {}的基金月报生成异常，错误追踪：{}".format(ifauser_id, ifauser_name, customer_id, customer_name, traceback.format_exc()))
+        # logging.error("IFAID{}: IFAName{}, 客户ID{}, 客户Name: {}的基金月报生成异常，错误追踪：{}".format(ifauser_id, ifauser_name, customer_id, customer_name, traceback.format_exc()))
         print("IFA: {}, 客户: {}的基金月报生成异常，错误追踪：{}".format(ifauser_name, customer_name, traceback.format_exc()))
     finally:
         return