function add()
{
if ($this->request->is_post()) {
$item = new Dividend($_POST);
$item->save();
$this->redirect_to(array('action' => 'index'));
} else {
$stock_factory = new Stock();
$stocks = $stock_factory->find_all(array('where_clause' => '`attivo` = 1', 'order_by' => '`title` ASC'));
$this->stocks = array('-1' => 'Scegli...');
foreach ($stocks as $stock) {
$this->stocks[$stock->isin] = $stock->title;
}
}
}
<?php
$dividend_factory = new Dividend();
$dividends = $dividend_factory->find_all(array('where_clause' => "`isin` = '{$this->stock->isin}'" . 'AND `stacco` > NOW()', 'order_by' => '`stacco` ASC', 'limit' => 1));
if (count($dividends) > 0) {
$dividend = $dividends[0];
?>
<tr class="row1">
<th></th>
<th>Evento</th>
<th>Data</th>
<th>Importo lordo</th>
<th>Importo unitario</th>
</tr>
<tr class="row0">
<td class="cell10"><div class="vstrut17"></div></td>
<td class="cell10">Dividendo</td>
<td class="cell10"><b><?php
print $dividend->pretty_date();
?>
</b></td>
<td class="cell10"><?php
$portfolio = new PortfolioStock();
$ports = $portfolio->find_all(array('where_clause' => "`isin` = '{$this->stock->isin}'"));
if (count($ports) > 0) {
$port = $ports[0];
$revenue = $port->quantita * $dividend->importo;
printf('%.2f %s', $revenue, $this->stock->divisa);
if ($this->stock->divisa != 'EUR') {
private function get_cedole()
{
$payments = array();
$month_from = strtotime($_REQUEST['month-from']);
$month_to = strtotime($_REQUEST['month-to']);
$conn = $this->get_connection();
$portfolio_stock_factory = new PortfolioStock();
$portfolio_stocks = $portfolio_stock_factory->find_by_query('SELECT `creso_portfolio`.`id`, `creso_portfolio`.`quantita`, `creso_portfolio`.`isin`, `creso_titoli`.`tipo`, `creso_titoli`.`title` ' . 'FROM `creso_portfolio` ' . 'LEFT JOIN `creso_titoli` ON `creso_portfolio`.`isin` = `creso_titoli`.`isin` ' . "WHERE `utente` = '{$conn->escape($_COOKIE['username'])}' " . (!empty($_REQUEST['mercato']) ? "AND `mercato` = '{$conn->escape($_REQUEST['mercato'])}' " : '') . (!empty($_REQUEST['tipo']) ? "AND `tipo` = '{$conn->escape($_REQUEST['tipo'])}' " : '') . (!empty($_REQUEST['divisa']) ? "AND `divisa` = '{$conn->escape($_REQUEST['divisa'])}' " : '') . (!empty($_REQUEST['isin']) ? "AND `creso_portfolio`.`isin` = '{$conn->escape($_REQUEST['isin'])}' " : '') . 'ORDER BY ' . sprintf('`%s` %s ', $this->get_sort('isin'), $this->get_dir()) . "LIMIT {$conn->escape($this->get_start())}, {$conn->escape($this->get_limit())}");
if (count($portfolio_stocks) == 0 && !empty($_REQUEST['isin'])) {
$portfolio_stocks = $this->synthesize_portfolio_stocks();
}
if (count($portfolio_stocks) > 0) {
foreach ($portfolio_stocks as $portfolio_stock) {
$stock = new Stock();
$stock->find_by_id($portfolio_stock->isin);
if ($this->historiful) {
$quantita_history = $this->backfill_with_historical_data($portfolio_stock);
}
switch ($stock->tipo) {
case 'azione':
$dividend_factory = new Dividend();
$dividend = $dividend_factory->find_all(array('where_clause' => "`isin` = '{$portfolio_stock->isin}'"))[0];
if ($portfolio_stock->quantita > 0) {
$payment = new Payment();
$q = $portfolio_stock->quantita;
foreach ($quantita_history as $date => $quantita) {
if ($date < date('Y-m-d', $stacco)) {
break;
}
$q = $quantita;
}
$payment->stock = $stock;
$payment->portfolio_stock = $portfolio_stock;
$payment->dividend = $dividend;
$payment->transactions = $transactions;
$payment->timestamp = strtotime($dividend->stacco);
$payment->importo = $q * $dividend->importo;
$payment->quantita = $q;
$payment->tipo = 'dividendo';
$payments[] = $payment;
}
break;
case 'obbligazione':
$bond_factory = new Bond();
$bond = $bond_factory->find_all(array('where_clause' => "`isin` = '{$portfolio_stock->isin}'"))[0];
if (!empty($bond->stacco)) {
$stacco = strtotime($bond->stacco);
// FIXME: bug, se emissione è vuoto, il prossimo stacco utile può avvenire in una data precedente
if ($bond->emissione == '0000-00-00') {
$stacco_precedente = $stacco;
do {
$stacco = $stacco_precedente;
$stacco_precedente = mktime(0, 0, 0, date('m', $stacco) - $bond->cadenza, date("d", $stacco), date("Y", $stacco));
} while ($stacco_precedente >= $month_from);
}
while ($stacco < $month_from) {
// Sommo i mesi di cadenza fino a giungere ad una data futura
$stacco = mktime(0, 0, 0, date('m', $stacco) + $bond->cadenza, date("d", $stacco), date("Y", $stacco));
}
if ($stacco > strtotime($bond->scadenza) || $stacco > $month_to) {
continue;
}
do {
$payment = new Payment();
$q = $portfolio_stock->quantita;
foreach ($quantita_history as $date => $quantita) {
if ($date < date('Y-m-d', $stacco)) {
break;
}
$q = $quantita;
}
if ($q > 0) {
$payment->stock = $stock;
$payment->portfolio_stock = $portfolio_stock;
$payment->bond = $bond;
$payment->transactions = $transactions;
$payment->timestamp = $stacco;
$payment->importo = $q * $bond->tasso / (100 * $bond->cedole_per_anno());
$payment->quantita = $q;
$payment->tipo = 'cedola';
$payments[] = $payment;
}
$stacco = mktime(0, 0, 0, date('m', $stacco) + $bond->cadenza, date('d', $stacco), date('Y', $stacco));
} while ($stacco <= strtotime($bond->scadenza) && $stacco <= $month_to);
}
break;
}
}
}
return $payments;
}
public static function yields($isin, $month_from, $month_to)
{
$payments = array();
$conn = Db::get_connection();
$stock = new Stock();
if (!$stock->find_by_id($isin)) {
return;
}
switch ($stock->tipo) {
case 'azione':
$dividend_factory = new Dividend();
$dividend = $dividend_factory->find_all(array('where_clause' => "`isin` = '{$isin}'"))[0];
$payment = new Payment();
$payment->stock = $stock;
$payment->dividend = $dividend;
$payment->timestamp = strtotime($dividend->stacco);
$payment->importo = $dividend->importo;
$payment->tipo = 'dividendo';
$payments[] = $payment;
break;
case 'obbligazione':
$bond = new Bond();
if (!$bond->find_by_id($isin)) {
return;
}
if ($bond->zero_coupon == 1) {
return;
}
if (!is_numeric($bond->cadenza)) {
return;
}
if ($bond->tasso == 0) {
return;
}
if ($bond->emissione == '0000-00-00' && $bond->stacco == '0000-00-00') {
return;
}
if (!empty($bond->stacco)) {
$stacco = strtotime($bond->stacco);
// FIXME: bug, se emissione è vuoto, il prossimo stacco utile può avvenire in una data precedente
if ($bond->emissione == '0000-00-00') {
$stacco_precedente = $stacco;
do {
$stacco = $stacco_precedente;
$stacco_precedente = mktime(0, 0, 0, date("m", $stacco) - $bond->cadenza, date("d", $stacco), date("Y", $stacco));
} while ($stacco_precedente >= strtotime($month_from));
}
while ($stacco < strtotime($month_from)) {
// Sommo i mesi di cadenza fino a giungere ad una data futura
$stacco = mktime(0, 0, 0, date("m", $stacco) + $bond->cadenza, date("d", $stacco), date("Y", $stacco));
}
if ($stacco > strtotime($bond->scadenza) || $stacco > strtotime($month_to)) {
break;
}
do {
$payment = new Payment();
$payment->stock = $stock;
$payment->bond = $bond;
$payment->timestamp = $stacco;
$payment->importo = $bond->tasso / (100 * $bond->cedole_per_anno());
$payment->tipo = 'cedola';
$payments[] = $payment;
$stacco = mktime(0, 0, 0, date("m", $stacco) + $bond->cadenza, date("d", $stacco), date("Y", $stacco));
} while ($stacco <= strtotime($bond->scadenza) && $stacco <= strtotime($month_to));
}
break;
}
Db::close_connection($conn);
return $payments;
}
