def delete_asset_operations(portfolio_id, operation_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
operation_to_delete = (
operation_manager.get_operation(managed_portfolio, operation_id))
operation_manager.delete_operation(managed_portfolio, operation_to_delete)
return operation_to_delete.to_dict()
def get_portfolio_assets(portfolio_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
portfolio_assets = asset_manager.get_assets(managed_portfolio)
return flask.jsonify([
portfolio_asset.to_dict()
for portfolio_asset in portfolio_assets.values()
])
def get_asset_stats(portfolio_id,):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
portfolio_stats = stats_manager.update_portfolio_stats(managed_portfolio)
return flask.jsonify([
asset_stats.to_dict()
for asset_stats in portfolio_stats.values()
])
def get_portfolio_operations(portfolio_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
portfolio_operations = operation_manager.get_operations(managed_portfolio)
return flask.jsonify([
portfolio_operation.to_dict()
for portfolio_operation in portfolio_operations.values()
])
def get_portfolio(portfolio_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
portfolio_positions = position_manager.get_positions(managed_portfolio)
return flask.render_template(
'views/portfolio.jinja2',
portfolio=managed_portfolio,
portfolio_positions=portfolio_positions,
)
def get_portfolio_history(portfolio_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
portfolio_operations = operation_manager.get_operations(managed_portfolio)
return flask.render_template(
'views/portfolio_history.jinja2',
portfolio=managed_portfolio,
portfolio_operations=portfolio_operations,
)
def get_asset_operations(portfolio_id, asset_name):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
managed_asset = asset_manager.get_asset(managed_portfolio, asset_name)
asset_operations = asset_manager.get_operations(managed_asset)
return flask.jsonify([
asset_operation.to_dict()
for asset_operation in asset_operations.values()
])
def get_portfolio_stats(portfolio_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
portfolio_stats = stats_manager.get_portfolio_stats(managed_portfolio)
return flask.render_template(
'views/portfolio_stats.jinja2',
portfolio=managed_portfolio,
portfolio_stats=portfolio_stats,
)
def get_portfolio_balance(portfolio_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
portfolio_positions = position_manager.get_positions(managed_portfolio)
portfolio_position_list = {
managed_asset.get_id(): asset_position.to_dict()
for managed_asset, asset_position in portfolio_positions.items()
}
return portfolio_position_list
def get_asset(portfolio_id, asset_name):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
managed_asset = asset_manager.get_asset(managed_portfolio, asset_name)
asset_operations = asset_manager.get_operations(managed_asset)
asset_position = position_manager.get_position(managed_asset)
return flask.render_template(
'views/asset.jinja2',
portfolio=managed_portfolio,
asset=managed_asset,
asset_operations=asset_operations,
asset_position=asset_position,
)
def update_portfolio_asset(portfolio_id, asset_code):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
managed_asset = asset_manager.get_asset(managed_portfolio, asset_code)
request_data = flask.request.get_json()
asset_name = request_data.get('asset_name')
asset_price = float(request_data.get('asset_price', 0.0))
asset_currency = request_data.get('asset_currency')
managed_asset = asset_manager.update_asset(
managed_portfolio, managed_asset, asset_name, asset_price,
asset_currency)
return managed_asset.to_dict()
def create_portfolio_asset(portfolio_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
request_data = flask.request.get_json()
asset_code = request_data['asset_code']
asset_name = request_data.get('asset_name', asset_code)
asset_price = float(request_data.get('asset_price', 0))
asset_currency = request_data.get(
'asset_currency', managed_portfolio.currency)
managed_asset = asset_manager.add_asset(
managed_portfolio, asset_code, asset_name, asset_price, asset_currency)
return managed_asset.to_dict()
def create_asset_operation(portfolio_id, asset_code):
request_data = flask.request.get_json()
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
managed_asset = asset_manager.get_asset(managed_portfolio, asset_code)
timestamp_int = int(request_data['timestamp'])
timestamp = datetime.datetime.fromtimestamp(timestamp_int)
operation_type_name = request_data['operation_type']
operation_type = operation_manager.get_operation_type(operation_type_name)
quantity = int(request_data['quantity'])
price_per_unit = float(request_data['price_per_unit'])
operation_currency = request_data['operation_currency']
new_operation = operation_manager.add_operation(
managed_portfolio, managed_asset, timestamp, operation_type, quantity,
price_per_unit, operation_currency)
return new_operation.to_dict()
def get_portfolio(portfolio_id): managed_portfolio = portfolio_manager.get_portfolio(portfolio_id) return managed_portfolio.to_dict()
def get_portfolio_asset_balance(portfolio_id, asset_name): managed_portfolio = portfolio_manager.get_portfolio(portfolio_id) managed_asset = asset_manager.get_asset(managed_portfolio, asset_name) asset_position = position_manager.get_position(managed_asset) return asset_position.to_dict()
def update_asset_stats(portfolio_id, asset_name): managed_portfolio = portfolio_manager.get_portfolio(portfolio_id) managed_asset = asset_manager.get_asset(managed_portfolio, asset_name) asset_stats = stats_manager.update_asset_stats(managed_asset) return flask.jsonify(asset_stats.to_dict())
def delete_portfolio_asset(portfolio_id, asset_code): managed_portfolio = portfolio_manager.get_portfolio(portfolio_id) managed_asset = asset_manager.get_asset(managed_portfolio, asset_code) asset_manager.delete_asset(managed_portfolio, managed_asset) return managed_asset.to_dict()