def top_accounts():
accounts = mongo.Accounts
orders = mongo.Orders
current_user = g.current_user
all_accounts = accounts.find({"user_id": str(current_user["_id"])},{"_id":1,"name":1})
all_accounts = list(all_accounts)
accounts_id = [i['_id'] for i in all_accounts]
accounts_id = list(map(str,accounts_id))
all_accounts_id = set(accounts_id)
try:
order = orders.aggregate([{"$match": {"stage": 0}},{"$group":{"_id": "$account_id" ,\
"count": {"$sum" : "$no_of_shares"},"acc_score": { "$sum": {"$multiply": ["$no_of_shares", "$cost_of_share"] }}}}])
except:
return ("Incorrect type of cost_of_share present in stage 0 orders.")
order = list(order)
order = sorted(order, key = lambda k:k['acc_score'], reverse = True)
top_accounts=[]
for i in order:
if i["_id"] in all_accounts_id:
abc = i["_id"]
account = next((sub for sub in all_accounts if sub['_id'] == ObjectId(abc)), None)
top_accounts.append({"_id": i["_id"],"name": account["name"],"acc_score":i["acc_score"]})
top_accounts = top_accounts[:3]
top_accounts = json.dumps(top_accounts, default = myconverter)
return top_accounts
def show_all_activities():
activities = mongo.Activities
accounts = mongo.Accounts
leads = mongo.Leads
current_user = g.current_user
all_accounts = accounts.find({"user_id": str(current_user["_id"])})
all_accounts = list(all_accounts)
accounts_id = [i['_id'] for i in all_accounts]
accounts_id = list(map(str,accounts_id))
all_leads = leads.find({"user_id": str(current_user["_id"])})
all_leads = list(all_leads)
leads_id = [i['_id'] for i in all_leads]
leads_id = list(map(str,leads_id))
users_id = accounts_id+leads_id
activities.update_many({"activity_type": "future", "date": { "$lte" : datetime.datetime.now()}},{ "$set": { "elapsed": 1 ,"activity_type": "past"}})
all_activities = activities.find({"customer_id":{"$in": users_id}})
all_activities = list(all_activities)
all_activities = json.dumps(all_activities, default=myconverter)
return all_activities
def show_all_accounts():
accounts = mongo.Accounts
current_user = g.current_user
accounts_view = accounts.find({"user_id": str(current_user["_id"])}, {"_id" : 1, "name" : 1, "job_type" : 1, "company" : 1, "city" : 1, "email" : 1, "phone_number" : 1})
accounts_view = list(accounts_view)
accounts_view = json.dumps(accounts_view, default = myconverter)
return accounts_view
def send_email_after_transaction():
accounts = mongo.Accounts
all_orders = request.get_json()
all_accounts = accounts.find({},{"_id":1,"name":1,"email": 1})
all_accounts = list(all_accounts)
accounts_id = [i['_id'] for i in all_accounts]
all_accounts_id = list(map(str,accounts_id))
all_accounts_id = set(all_accounts_id)
current_user = g.current_user
enc_email_pw = current_user["email_pw"]
crypt_key = environ.get("crypt_key")
cipher_key = crypt_key.encode('utf-8')
cipher_suite = Fernet(cipher_key)
enc_email_pw = enc_email_pw.encode('utf-8')
email_pw = cipher_suite.decrypt(enc_email_pw)
email_pw = email_pw.decode('utf-8')
for i in all_orders:
if i["account_id"] in all_accounts_id:
abc = i["account_id"]
account = next((sub for sub in all_accounts if sub['_id'] == ObjectId(abc)), None)
message = """\
Subject: Hi """+str(account["name"])+"""
Hi """+str(account["name"])+""",
Your order to """+str(i["trans_type"]) +""" """+str(i["no_of_shares"])+""" shares of """+str(i["company"])+"""\
for cost Rs."""+str(i["cost_of_share"])+""" has been transacted."""
send_email(account["email"],message,current_user["username"],email_pw)
return "Emails have been sent."
def get_all_account_names():
accounts = mongo.Accounts
current_user = g.current_user
all_accounts = accounts.find({"user_id": str(current_user["_id"])},{"_id":1,"name":1})
all_accounts = list(all_accounts)
all_accounts = json.dumps(all_accounts, default =myconverter)
return all_accounts
def get_order_from_email():
current_user = g.current_user
enc_email_pw = current_user["email_pw"]
crypt_key = environ.get("crypt_key")
cipher_key = crypt_key.encode('utf-8')
cipher_suite = Fernet(cipher_key)
enc_email_pw = enc_email_pw.encode('utf-8')
email_pw = cipher_suite.decrypt(enc_email_pw)
email_pw = email_pw.decode('utf-8')
order_list = fetch_order(current_user["username"],email_pw)
accounts = mongo.Accounts
orders = mongo.Orders
activities = mongo.Activities
all_accounts = accounts.find({"user_id": str(current_user["_id"])},{"_id": 1, "name": 1, "email": 1})
all_accounts = list(all_accounts)
accounts_email = [i['email'] for i in all_accounts]
accounts_email = set(accounts_email)
if order_list == []:
return "No new order"
else:
for i in order_list:
n_email = i["From"]
n_email = n_email.split('<')[1]
email = n_email.split('>')[0]
company = i["company"]
action = i["action"]
no_of_shares = i["no_of_shares"]
amount = i["amount"]
if email in accounts_email:
abc = email
account = next((i for i in all_accounts if i["email"] == abc), None)
if account is None:
continue
if amount == '':
price = ' '
else:
price = amount
title = "{} {} shares of {} for desired price:{}?".format(action.upper(),no_of_shares,company.upper(),price)
body = "Finalize order of {} to {} {} shares of {}. Desired Price:{}".format(account["name"],action,no_of_shares,company.upper(),price)
date = datetime.datetime.now() + timedelta(hours = 2)
activities.insert({"title": title, "body": body, "date": date, "activity_type": "future", "customer_id": str(account["_id"]), "elapsed":0, "ai_activity": 1})
activity = activities.find({}).sort("_id",-1).limit(1)
orders.insert({ "company": company, "no_of_shares": no_of_shares, "cost_of_share": price, "stage": 1, "account_id":str(account["_id"]), "trans_type": action,\
"activity_id": str(activity[0]["_id"]), "creation_date":datetime.datetime.now()})
return "Inserted"
def get_pie_chart_data():
accounts = mongo.Accounts
orders = mongo.Orders
current_user = g.current_user
all_accounts = accounts.find({"user_id":str(current_user["_id"])})
all_accounts = list(all_accounts)
accounts_id = [i['_id'] for i in all_accounts]
accounts_id = list(map(str,accounts_id))
order = orders.find({"account_id":{"$in": accounts_id}},{"stage":1, "cost_of_share":1, "no_of_shares":1})
order = list(order)
order = json.dumps(order, default = myconverter)
return order
def edit_account():
req_data = request.get_json()
#JSON data into variables
usr_id = req_data["_id"]
usr_id = ObjectId(usr_id)
city = req_data["city"]
company = req_data["company"]
contact_comm_type = req_data["contact_comm_type"]
country = req_data["country"]
demat_accno = req_data["demat_accno"]
dob = req_data["dob"]
dob = datetime.datetime.strptime(dob, '%Y-%m-%dT%H:%M:%S.%fZ')
education = req_data["education"]
email = req_data["email"]
job_type = req_data["job_type"]
last_contact = req_data["last_contact"]
latest_order_stage = req_data["latest_order_stage"]
marital_status = req_data["marital_status"]
name = req_data["name"]
phone_number = req_data["phone_number"]
state = req_data["state"]
trading_accno = req_data["trading_accno"]
accounts = mongo.Accounts
account = accounts.find({"_id": usr_id})
new_values = {"$set":{
"city": city,
"company": company,
"contact_comm_type": contact_comm_type,
"country": country,
"demat_accno": demat_accno,
"dob": dob,
"education": education,
"email": email,
"job_type": job_type,
"last_contact": last_contact,
"latest_order_stage": latest_order_stage,
"marital_status": marital_status,
"name": name,
"phone_number": phone_number,
"state": state,
"trading_accno": trading_accno
}}
x = accounts.update({"_id": usr_id},new_values)
return "Document has been updated"
def show_all_companies():
orders = mongo.Orders
accounts = mongo.Accounts
all_accounts = accounts.find({},{"_id":1,"name":1})
all_accounts = list(all_accounts)
accounts_id = [i['_id'] for i in all_accounts]
accounts_id = list(map(str,accounts_id))
all_accounts_id = set(accounts_id)
all_companies = orders.find({},{"company":1,"_id":0})
all_companies = list(all_companies)
all_companies = json.dumps(all_companies, default =myconverter)
return all_companies
def complete_account_orders():
req_data = request.get_json()
usr_id = req_data["account_id"]
company = req_data["company"]
orders = mongo.Orders
accounts = mongo.Accounts
activities = mongo.Activities
all_orders= orders.find({"stage":3, "account_id": usr_id})
all_orders = list(all_orders)
activity_id = [i['activity_id'] for i in all_orders]
activity_id = list(map(ObjectId,activity_id))
account = accounts.find({"_id": ObjectId(usr_id)})
account = list(account)
orders_company = [i["company"].lower() for i in all_orders]
orders_company = set(orders_company)
company_keys = set(company)
company_values = set(company.values())
companies = orders_company.intersection(company_keys)
if bool(companies) == False and bool(orders_company) == True:
return "Send correct company"
elif bool(companies) == False and bool(orders_company) == False:
return "No companies to be transacted"
else:
#O(n)--> where n is the number of companies in stage 3, ie:better than number of orders
for i in companies:
a = re.compile(i, re.IGNORECASE)
orders.update_many({"company": a, "stage":3},{"$set": {"cost_of_share": company[i]}})
all_orders_new= orders.find({"stage":3})
all_orders_new = list(all_orders_new)
orders.update_many({"stage" : 3, 'account_id' : usr_id},{"$set": {"stage" : 0}})
activities.update({"_id":{"$in": activity_id}},{"$set": {"activity_type": "past"}}, multi = True)
all_orders_new = json.dumps(all_orders_new, default =myconverter)
return all_orders_new
def get_line_graph_data():
orders = mongo.Orders
accounts = mongo.Accounts
current_user = g.current_user
all_accounts = accounts.find({"user_id": str(current_user["_id"])})
all_accounts = list(all_accounts)
accounts_id = [i['_id'] for i in all_accounts]
accounts_id = list(map(str,accounts_id))
order = orders.find({"stage" : 0, "account_id": {"$in": accounts_id}},{"creation_date": 1, "cost_of_share": 1, "no_of_shares": 1})
order = list(order)
final = []
for i in order:
i["month"] = i["creation_date"].month
del i["creation_date"]
del i["_id"]
order = json.dumps(order, default = myconverter)
return order
def display_account(usr_id):
accounts = mongo.Accounts
orders = mongo.Orders
max_stage_order = orders.find({"account_id":usr_id}).sort("stage",-1).limit(1)
order_count = orders.count_documents({"account_id":usr_id})
if(order_count==0):
accounts.update({"_id": ObjectId(usr_id)}, {"$set": {"latest_order_stage": 0}})
else:
accounts.update({"_id": ObjectId(usr_id)}, {"$set": {"latest_order_stage": max_stage_order[0]["stage"]}})
account = accounts.find({"_id" : ObjectId(usr_id)})
account = list(account)
account = json.dumps(account[0], default=myconverter)
return account
def complete_all_orders():
accounts = mongo.Accounts
orders = mongo.Orders
activities = mongo.Activities
req_data = request.get_json()
company = req_data["company"]
current_user = g.current_user
all_accounts = accounts.find({"user_id": str(current_user["_id"])})
all_accounts = list(all_accounts)
account_id = [i['_id'] for i in all_accounts]
account_id = list(map(str,account_id))
all_orders= orders.find({"stage":3,"account_id":{"$in": account_id}})
all_orders = list(all_orders)
activity_id = [i['activity_id'] for i in all_orders]
activity_id = list(map(ObjectId,activity_id))
orders_company = [i["company"].lower() for i in all_orders]
orders_company = set(orders_company)
company_keys = set(company)
company_values = set(company.values())
companies = orders_company.intersection(company_keys)
if bool(companies) == False and bool(orders_company) == True:
return "Send correct company"
elif bool(companies) == False and bool(orders_company) == False:
return "No companies to be transacted"
else:
for i in companies:
a = re.compile(i, re.IGNORECASE)
orders.update_many({"company": a, "stage":3,"account_id": {"$in":account_id}},{"$set": {"cost_of_share": company[i]}})
all_orders_new= orders.find({"stage":3})
all_orders_new = list(all_orders_new)
orders.update_many({"stage" : 3,"account_id": {"$in":account_id}},{"$set": {"stage" : 0}})
activities.update({"_id":{"$in": activity_id}},{"$set": {"activity_type": "past"}}, multi = True)
all_orders_new = json.dumps(all_orders_new, default =myconverter)
return all_orders_new
def show_all_orders():
orders = mongo.Orders
accounts = mongo.Accounts
current_user = g.current_user
all_accounts = accounts.find({"user_id": str(current_user["_id"])},{"_id":1,"name":1})
all_accounts = list(all_accounts)
accounts_id = [i['_id'] for i in all_accounts]
accounts_id = list(map(str,accounts_id))
all_accounts_id = set(accounts_id)
all_orders = orders.find({"account_id": {"$in": accounts_id}})
all_orders = list(all_orders)
for i in all_orders:
if i["account_id"] in all_accounts_id:
abc = i["account_id"]
account = next((sub for sub in all_accounts if sub['_id'] == ObjectId(abc)), None)
i["name"] = account["name"]
all_orders = json.dumps(all_orders, default =myconverter)
return all_orders
def convert_finalized_orders():
req_data = request.get_json()
company = req_data["company"]
accounts = mongo.Accounts
orders = mongo.Orders
activities = mongo.Activities
current_user = g.current_user
all_accounts = accounts.find({"user_id":str(current_user["_id"])})
all_accounts = list(all_accounts)
accounts_id = [i['_id'] for i in all_accounts]
accounts_id = list(map(str,accounts_id))
all_accounts_id = set(accounts_id)
finalized_orders = orders.find({"stage": 2,"account_id":{"$in": accounts_id}}) #1
finalized_orders = list(finalized_orders)
order_ids = []
values = []
if finalized_orders != []:
for i in finalized_orders:
if i["account_id"] in all_accounts_id:
abc = i["account_id"]
account = next((sub for sub in all_accounts if sub['_id'] == ObjectId(abc)), None)
i["name"] = account["name"]
order_company = i["company"].lower()
action = i["trans_type"].lower()
cost_of_share = get_cost_from_text(i["cost_of_share"])
if cost_of_share == 'undefined':
cost_of_share = company[order_company]
if (action == 'buy' and cost_of_share >= company[order_company]) or (action == 'sell' and cost_of_share <= company[order_company]):
order_ids.append(i["_id"])
title = "Transact order for {}ing {} {} shares.".format(i["trans_type"],i["no_of_shares"],i["company"])
body = "Transact order of {} to {} {} shares of {}. Desired Price:{}".format(i["name"],i["trans_type"],i["no_of_shares"],\
i["company"],i["cost_of_share"])
date = datetime.datetime.now() + timedelta(hours = 10)
values.append({"title": title, "body":body, "date":date, "activity_type": "future",\
"customer_id": i["account_id"], "elapsed":0, "ai_activity": 1})
len_order_ids = len(order_ids)
if len_order_ids > 0:
activities.insert(values)
inserted_activities = activities.find({}).sort("_id",-1).limit(len_order_ids)
inserted_activities = list(inserted_activities)
inserted_activities = inserted_activities[::-1]
activity_id = [i["_id"] for i in inserted_activities]
activity_id = list(map(str,activity_id))
for i in range(len_order_ids):
orders.update({"_id": order_ids[i]},{"$set":{"stage":3, "activity_id": activity_id[i]}})
return "Success"