def add(code, user):
# Get current stock info from Finnhub API
code = code.upper()
api = Api()
messages = {}
try:
stockinfo = api.search(code)
except Exception as e:
messages['error'] = str(e)
return messages
price = stockinfo['c']
timestamp = stockinfo['t']
# cache stock info if this is the first time app has encountered stock
stocks = Stock.objects.filter(code=code)
if (stocks.count() != 1):
Stock.objects.create(name=stockinfo["name"], code=code)
stock_to_add_in_wl = Stock.objects.get(code=code)
wl = WatchListItem.objects.filter(user_id=user, stock=stock_to_add_in_wl)
if (wl.count() != 0):
messages['error'] = "Stock {} is already in your watchlist".format(
code)
return messages
WatchListItem.objects.create(user_id=user,
stock=stock_to_add_in_wl,
timestamp=datetime.utcnow().timestamp())
messages['success'] = "Stock {} added to your watchlist".format(code)
return messages
def sell(code, units, user):
code = code.upper()
api = Api()
messages = {}
try:
tgt = api.search(code)
except Exception as e:
messages['error'] = str(e)
return messages
stocks = Stock.objects.filter(code=code)
if (stocks.count() != 1):
Stock.objects.create(name=tgt["name"], code=code)
st = Stock.objects.get(code=code)
price = tgt['c']
money = price * units
current_units = purchases.get_total_owned_units(user, code)
balance = user.profile.balance
remaining_sell_units = units
if current_units >= units:
ps = purchases.get_unsold_purhases(user, code)
for p in ps:
if (remaining_sell_units == 0):
break
unsold_purchased_units = p.orignialUnitBought - p.unitSold
if (unsold_purchased_units <= remaining_sell_units):
remaining_sell_units = remaining_sell_units - unsold_purchased_units
p.unitSold = p.orignialUnitBought
p.save()
else:
p.unitSold = p.unitSold + remaining_sell_units
p.save()
remaining_sell_units = 0
newBalance = balance + decimal.Decimal(float(money))
user.profile.balance = newBalance
user.save()
messages[
'success'] = "Successfully sold {} shares of Stock {} costing {}".format(
units, code, round(money, 2))
Transaction.objects.create(user_id=user,
stock=st,
units=units,
price=price,
action="sell")
else:
messages[
'error'] = "Insufficient number of shares in Stock {} to sell {} units".format(
code, units)
return messages
class test_search(TestCase):
def setUp(self):
self.api = Api()
def test_upper(self):
assert self.api.search("AAPL") != {}
def test_lower(self):
assert self.api.search("aapl") != {}
def test_invalid(self):
assert self.api.search(
"abcd") == "The stock code you searched was invalid"
assert self.api.search(
"goog") == "The stock code you searched was invalid"
def list_watchlist(user, messages):
api = Api()
result = WatchListItem.objects.filter(user_id=user)
wlist = []
for row in result:
wlist_entry = {}
code = row.stock.code
wlist_entry['code'] = code
wlist_entry['name'] = row.stock.name
wlist_entry['date'] = row.date
wlist_entry['timestamp'] = row.timestamp
# Get current stock info from Finnhub API
try:
stockinfo = api.search(code)
wlist_entry['current'] = stockinfo['c']
wlist_entry['change'] = stockinfo['change']
except Exception as e:
wlist_entry['current'] = "N/A"
wlist_entry['change'] = "N/A"
messages['error'] = str(e)
wlist.append(wlist_entry)
# Get all alerts related to stock
stock = Stock.objects.get(code=code)
alerts_to_show = WatchListAlert.objects.filter(user_id=user,
stock=stock,
triggered=True,
shown=False)
print(len(alerts_to_show))
for alert in alerts_to_show:
messages[
f'alert at {alert.dateTriggered} for {alert.stock.code}'] = f"Stock {alert.stock.name} hit {alert.watchprice} at {alert.dateTriggered}"
alert.shown = True
alert.save()
# Column for watch prices not triggered yet
alerts_not_triggered_yet = WatchListAlert.objects.filter(
user_id=user, stock=stock, triggered=False)
wlist_entry['alerts'] = []
for alert in alerts_not_triggered_yet:
wlist_entry['alerts'].append(alert)
return wlist, messages
class test_search(TestCase):
def setUp(self):
self.api = Api()
def test_upper(self):
assert self.api.search("AAPL") != {}
def test_lower(self):
assert self.api.search("aapl") != {}
def test_invalid(self):
try:
info = self.api.search("abcd")
except Exception as e:
assert str(e) == "The stock code you searched was invalid"
else:
assert 1 == 2
def get_user_profit(user_id, cprice_cache):
api = Api()
purchases = Purchase.objects.filter(user_id=user_id,
unitSold__lt=F('orignialUnitBought'))
total_worth = 0
for purchase in purchases:
orignialUnitBought = purchase.orignialUnitBought
unitSold = purchase.unitSold
unitsOwned = orignialUnitBought - unitSold
if purchase.stock.code not in cprice_cache.keys():
stockinfo = api.search(purchase.stock.code)
cprice_cache[purchase.stock.code] = stockinfo['c']
current_price = cprice_cache[purchase.stock.code]
purchase_worth = round(unitsOwned * current_price, 2)
total_worth = total_worth + purchase_worth
return round(total_worth, 2), cprice_cache
def buy(code, units, user):
code = code.upper()
api = Api()
messages = {}
try:
tgt = api.search(code)
except Exception as e:
messages['error'] = str(e)
return messages
stocks = Stock.objects.filter(code=code)
if (stocks.count() != 1):
Stock.objects.create(name=tgt["name"], code=code)
st = Stock.objects.get(code=code)
price = tgt['c']
price = decimal.Decimal(float(price))
money = price * units
balance = user.profile.balance
if balance >= money:
newBalance = balance - money
user.profile.balance = newBalance
user.save()
Purchase.objects.create(user_id=user,
stock=st,
price=price,
orignialUnitBought=units,
unitSold=0)
Transaction.objects.create(user_id=user,
stock=st,
units=units,
price=price,
action="buy")
messages[
'success'] = "Successfully bought {} shares of Stock {} costing {}".format(
units, code, round(money, 2))
else:
messages[
'error'] = "Insufficient funds in balance for buying {} units of Stock {} for ${}".format(
units, code, round(money, 2))
return messages
def get_purchases_info(user_id, include_sold):
api = Api()
if include_sold:
purchases = Purchase.objects.filter(
user_id=user_id).order_by('dateBought')
else:
purchases = Purchase.objects.filter(
user_id=user_id,
unitSold__lt=F('orignialUnitBought')).order_by('dateBought')
cprice_cache = {}
purchase_summary = []
messages = {}
for purchase in purchases:
summary_entry = {}
summary_entry['code'] = purchase.stock.code
summary_entry['dateBought'] = purchase.dateBought
summary_entry['price'] = purchase.price
summary_entry['orignialUnitBought'] = purchase.orignialUnitBought
summary_entry['unitsSold'] = purchase.unitSold
summary_entry[
'unitsOwned'] = purchase.orignialUnitBought - purchase.unitSold
summary_entry[
'paid'] = summary_entry['unitsOwned'] * summary_entry['price']
if purchase.stock.code not in cprice_cache.keys():
try:
stockinfo = api.search(purchase.stock.code)
except Exception as e:
messages['error'] = str(e)
return [], messages
# Add api result to cache
cprice_cache[purchase.stock.code] = stockinfo['c']
summary_entry['c'] = cprice_cache[purchase.stock.code]
summary_entry[
'worth'] = summary_entry['unitsOwned'] * summary_entry['c']
summary_entry['profit'] = round(
float(summary_entry['worth']) - float(summary_entry['paid']), 2)
summary_entry['timestamp'] = purchase.dateBought
purchase_summary.append(summary_entry)
return purchase_summary, messages
def search_view(request):
if ("code" in request.GET):
messages = {}
api = Api()
code = request.GET.get('code')
try:
result = api.search(code)
except Exception as e:
messages['error'] = str(e)
search_info = {'messages': messages}
else:
search_info = result
finally:
return render(request, 'simulator/search.html', search_info)
return render(request, 'simulator/search.html')
def stock_detail(request, code):
stockObj = Stock.objects.get(code=code)
api = Api()
stockinfo = api.search(code)
stock = {}
stock['code'] = stockObj.code
stock['name'] = stockObj.name
stock['current'] = stockinfo['c']
stock['change'] = stockinfo['change']
stock['alerts'] = []
alerts_not_triggered_yet = WatchListAlert.objects.filter(user_id=request.user, stock=stockObj, triggered=False)
if alerts_not_triggered_yet.count() == 0:
stock['alert'] = "No alerts to display"
else:
stock['alert'] = ""
for alert in alerts_not_triggered_yet:
stock['alerts'].append(alert)
return render(request, 'simulator/stock_detail.html', {'stock': stock})
def setUp(self):
self.api = Api()
def __init__(self):
self.api = Api()
class Watchprice:
def __init__(self):
self.api = Api()
'''
Method used to check if a given watch price alert has been trigged.
parameters
alertId : WatchListAlert model ID field
'''
def check(self, alertId):
while True:
time.sleep(10)
try:
alert = WatchListAlert.objects.get(id=alertId)
if alert.triggered:
return
code = alert.stock.code
action = alert.action
current_price = self.api.search(code)['c']
if action == "sell":
# current price is greater than or equal to watchprice
if current_price >= alert.watchprice:
# frontend - add new notification
alert.dateTriggered = datetime.now().isoformat(
' ', 'seconds')
# db - set flag to true
alert.triggered = True
alert.save()
return
elif action == "buy":
# current price is less than or equal to watchprice
if current_price <= alert.watchprice:
# frontend - add new notification
alert.dateTriggered = datetime.now().isoformat(
' ', 'seconds')
# db - set flag to true
alert.triggered = True
alert.save()
return
except:
# ID cant be found exception because watch price was deleted. End thread
return
'''
Method used to set a watchprice of a given stock. Watchprices with a "buy" action are triggered
when the current price is below the watch price (buy low), whereas watchprices with a "sell" action
are triggered when the current price is above the watch price (sell high).
parameters
code : string
price : float
user : User model
action : string ("buy" or "sell")
returns
messages : {string : string}
'''
def set(self, code, price, user, action):
stock = Stock.objects.get(code=code)
alert = WatchListAlert.objects.create(user_id=user,
stock=stock,
watchprice=price,
action=action)
messages = {}
messages[
'watchprice_set'] = f"Successfully set trigger to {action} stock {code} at watch price {price}"
alertId = alert.pk
th = threading.Thread(target=self.check, args=(alertId, ))
th.start()
print("Returning messages")
return messages
'''
Starts the threads which will monitor the watchprices by with the check method
'''
def start_up(self):
alerts = WatchListAlert.objects.filter(triggered=False)
for alert in alerts:
th = threading.Thread(target=self.check, args=(alert.id, ))
th.start()
'''
Removes a given watch price
parameters
user : User model
alert : WatchListAlert model
returns
messages : {string : string}
'''
def remove(self, user, alert):
alert_obj = WatchListAlert.objects.get(user_id=user, id=alert)
code = alert_obj.stock.code
price = alert_obj.watchprice
messages = {}
messages[
'removed_wp'] = "Watchprice {} of stock {} has been removed from your watchlist".format(
price, code)
alert_obj.delete()
return messages