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moneygo/internal/handlers/reports/asset_allocation.lua

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function generate()
accounts = get_accounts()
securities = get_securities()
default_currency = get_default_currency()
series_map = {}
totals_map = {}
t = tabulation.new(1)
t:title("Current Asset Allocation")
t:label(1, "Assets")
for id, security in pairs(securities) do
totals_map[id] = 0
series_map[id] = t:series(tostring(security))
end
for id, acct in pairs(accounts) do
if acct.type == account.Asset or acct.type == account.Investment or acct.type == account.Bank or acct.type == account.Cash then
balance = acct:balance()
multiplier = 1
if acct.security ~= default_currency and balance.amount ~= 0 then
price = acct.security:closestprice(default_currency, date.now())
if price == nil then
--[[
-- This should contain code to warn the user that their report is missing some information
--]]
multiplier = 0
else
multiplier = price.value
end
end
totals_map[acct.security.SecurityId] = balance.amount * multiplier + totals_map[acct.security.SecurityId]
end
end
for id, series in pairs(series_map) do
series:value(1, totals_map[id])
end
return t
end