1
目前,我有一種觀點,顯示了在未來5年內每位客戶的成熟期。我想要做的是顯示每個金融機構的總額,如下所示:在列表上使用註釋
機構|金額|到期金額
TD | 1000 | 1250
Scotia | 1203 | 9383
等
這是我出未來5年價值持有至到期投資的代碼。
#get the invesments maturing this year
for p in plans:
cur_inv = Investment.objects.all().filter(plan = p).order_by('financial_institution').filter(maturity_date__year = current_year)
nxt_inv = Investment.objects.all().filter(plan = p).order_by('financial_institution').filter(maturity_date__year = next_yr)
thr_inv = Investment.objects.all().filter(plan = p).order_by('financial_institution').filter(maturity_date__year = thr_yr)
fr_inv = Investment.objects.all().filter(plan = p).order_by('financial_institution').filter(maturity_date__year = fr_yr)
fv_inv = Investment.objects.all().filter(plan = p).order_by('financial_institution').filter(maturity_date__year = fv_yr)
for inv in cur_inv:
total += inv.amount or 0
for inv in cur_inv:
total_m += inv.maturity_amount or 0
for inv in nxt_inv:
total2 += inv.amount or 0
for inv in nxt_inv:
total_m2 += inv.maturity_amount or 0
for inv in thr_inv:
total3 += inv.amount or 0
for inv in thr_inv:
total_m3 += inv.maturity_amount or 0
for inv in fr_inv:
total4 += inv.amount or 0
for inv in fr_inv:
total_m4 += inv.maturity_amount or 0
plan_list.append({
'plan':p,
'investment': cur_inv,
'nxt_inv': nxt_inv,
'thr_inv': thr_inv,
'fr_inv': fr_inv,
'fv_inv': fv_inv,
})
我使用一個列表來存儲我所有的計劃,所以我可以爲我的模板上的每個計劃運行for循環。
我有一個類似的視圖,它做我想做的事情,但只有一個計劃,我不知道如何讓它與多個計劃一起工作。
這是我的代碼,如果它只是一個選定的計劃。
#Calculate the holding totals with each company
total_list = plan.investment_set.filter(maturity_date__gte= '%s-1-1' % current_year).values('financial_institution__abbr').annotate(Sum('maturity_amount')).order_by('financial_institution__abbr')
context['list'] = total_list
如果有人可以幫助,將不勝感激。
謝謝。