def portfolio_list(request, investor_id):
"""
Create portfolio.
:param request:
:param investor_id:
:return:
"""
if request.method == 'GET':
# Gets portfolios and return response
portfolios = portfolio_services.get_portfolios(investor_id)
return Response(PortfolioSerializer(portfolios, many=True).data,
status=status.HTTP_200_OK)
if request.method == 'POST':
# ------------------ Set Default Values -----------------#
request.data['user'] = investor_id
# Set portfolio status to "Active" (1)
request.data['status'] = 1
# -------------------------------------------------------#
serializer = PortfolioSerializer(data=request.data)
return helper.save_serializer(serializer)
def create_stock(stock):
try:
if jamstockex_api_service.is_stock_symbol_valid(stock['symbol']):
serializer = StockSerializer(data=stock)
return helper.save_serializer(serializer)
except Exception as create_stock_error:
print(create_stock_error)
def create_plan_in_db(plan):
try:
serializer = PlanSerializer(data=plan)
return helper.save_serializer(serializer)
except Exception as e:
print(e)
raise e
def new_investor(request):
"""
Create an investor.
:param request:
:return:
"""
if request.method == 'POST':
serializer = InvestorSerializer(data=request.data)
return helper.save_serializer(serializer)
def new_notification(request, investor_id, portfolio_id, stock_name):
"""
Retrieve, update or delete a portfolio stock notification.
"""
stock = get_object_or_404(Stock, portfolio__user__id=investor_id, portfolio=portfolio_id,
symbol=stock_name)
if request.method == 'POST':
request.data['stock'] = stock.id
serializer = NotificationSerializer(data=request.data)
return helper.save_serializer(serializer)
def create_transaction(transaction):
"""
Create a transaction for a stock.
:param transaction:
:return:
"""
try:
transaction.update(get_transaction_calculation_response(transaction))
serializer = TransactionSerializer(data=transaction)
return helper.save_serializer(serializer)
except Exception as create_transaction_error:
raise create_transaction_error
def plan(request, investor_id, portfolio_id, symbol):
"""
Create a stock plan.
:param request:
:param investor_id:
:param portfolio_id:
:param symbol:
:return:
"""
if request.method == 'POST':
stock = stock_services.get_stock_serializer(investor_id, portfolio_id,
symbol)
request.data["stock"] = stock.id
serializer = PlanSerializer(data=request.data)
return helper.save_serializer(serializer)
def stock_list(request, investor_id, portfolio_id):
"""
:param request:
:param investor_id:
:param portfolio_id:
:return:
"""
if request.method == 'GET':
return Response(stock_services.get_stocks(investor_id, portfolio_id))
if request.method == 'POST':
symbol = request.data['symbol']
if jamstockex_api_service.is_stock_symbol_valid(symbol):
stock_request_body = request.data
stock_request_body['portfolio'] = portfolio_id
serializer = StockSerializer(data=stock_request_body)
return helper.save_serializer(serializer)
return Response(CustomJsonResponse.return_portfolio_stock_not_found(), status=status.HTTP_400_BAD_REQUEST)