def test_company_str(self):
"""Tests the company string representation"""
company = Company(
index=11,
company='ACME Inc'
)
company.save()
assert Company.objects.get(index=11).company == company.company
def test_company_model(company: Company):
assert company.info
assert str(company) == company.name
assert company.last_dated_quotation
assert not company.is_up_to_date
company.save()
assert len(CompanyInfo.objects.all()) == 1
assert len(Company.objects.all()) == 1
def import_companies(self):
csv_file = self.read_file('importer/data/companies.csv')
print('Importing Companies...')
for row in csv_file:
try:
Company.objects.get(name=row[0])
print('Company', row[0], 'already registered.')
except ObjectDoesNotExist:
company = Company()
company.name = row[0]
company.save()
def setUp(self):
super().setUp()
self.client = Client(schema)
# Populate the test collectiom with person data
with open("core/tests/test_data/employees.json") as employee_json:
employees = json.load(employee_json)
for employee in employees:
employee_obj = Person(**employee)
employee_obj.save()
# Populate the test collection with company data
with open("core/tests/test_data/companies.json") as companies_json:
companies = json.load(companies_json)
for companies in companies:
companies_obj = Company(**companies)
companies_obj.save()
def import_companies(self):
"""
This method is used for read in parser file the fields referring a
companies and create the objects of companies.
"""
csv_file = self.read_file('importer/data/companies.csv')
print('Importing Companies...')
for row in csv_file:
try:
Company.objects.get(name=row[0])
print('Company', row[0], 'already registered.')
except ObjectDoesNotExist:
company = Company()
company.name = row[0]
company.save()
def setUp(self):
super().setUp()
self.user_two = User.objects.create(username="******",
email="*****@*****.**")
self.company_two = Company.objects.create(user=self.user_two,
name="Company 2")
self.cb = Company.get_centralbank()
self.sell = DynamicOrder.objects.create(
order_by=self.cb,
order_of=self.company,
price=10,
dynamic_value=1,
limit=5,
amount=1000,
typ=Order.type_sell(),
)
self.buy = DynamicOrder.objects.create(
order_by=self.company,
order_of=self.company_two,
price=10,
dynamic_value=1,
limit=15,
amount=1000,
typ=Order.type_buy(),
)
def import_companies(self):
"""
This method is used for read in parser file the fields referring a
companies and create the objects of companies.
"""
csv_file = self.read_file('importer/data/companies.csv')
print('Importing Companies...')
for row in csv_file:
try:
Company.objects.get(name=row[0])
print('Company', row[0], 'already registered.')
except ObjectDoesNotExist:
company = Company()
company.name = row[0]
company.save()
def setUp(self):
super().setUp()
Order.objects.create(typ=Order.type_sell(),
order_by=Company.get_centralbank(),
order_of=self.company,
price=2,
amount=100)
def test_sidebar(self):
url = reverse("core:sidebar")
rsp = self.client.get(url)
cb = Company.get_centralbank()
should_be = {
"companies": [
{
"name": self.company.name,
"isin": self.company.isin,
"id": self.company.id,
"share_price": float(self.company.keyfigures.share_price),
},
{
"name": cb.name,
"isin": cb.isin,
"id": cb.id,
"share_price": float(cb.keyfigures.share_price)
},
],
"bond_rate":
float(InterestRate.get_latest_rate()),
"companies_count":
Company.objects.count(),
"buy_orders_count":
Order.objects.filter(typ=Order.type_buy()).count(),
"sell_orders_count":
Order.objects.filter(typ=Order.type_sell()).count(),
}
self.assertDictEqual(should_be, rsp.json())
def build_company_from_dataclass(self, company_dc: CompanyDC) -> Company:
return Company(
name=company_dc.name,
symbol=company_dc.symbol,
info=self._company_info_factory.build_company_info(
company_dc.info),
)
def create_models_new_company(sender, instance, created, **kwargs):
"""
Signal to create models upon company creation
"""
if created:
company = instance
logger.info(
f"Creating new objects for the new company {company}, cash: {company.cash}, shares: {company.shares}"
)
assert company.shares >= 1_000
assert company.shares <= 1_000_000
with transaction.atomic():
time = timezone.now()
Activity.objects.create(company_id=company.id)
HistoryCompanyData.objects.create(company_id=company.id, start_shares=company.shares, joined=time)
CompanyVolume.objects.create(company_id=company.id, day=time)
if company.name != CENTRALBANK:
DepotPosition.objects.create(depot_of=Company.get_centralbank(), company=company, amount=company.shares)
book_value = company.cash
share_price = company.cash / company.shares
k = KeyFigures.objects.create(
company_id=company.id,
book_value=book_value,
# On creation a company only has cash so ttoc equals the book value
# for more explanation of the ttoc, please have a look at stats/models.py -> KeyFigures
# and periodic_tasks/key_figures.py for the calculation.
ttoc=book_value,
share_price=share_price,
)
PastKeyFigures.past_from_current_key_figure(k).save()
# set isin
_id = company.id
# TODO: Extract to method
isin = f"{company.country}{'0' * (6 - len(str(_id)))}{_id}"
logger.info(f"Setting isin: id was {_id}, country: {company.country}. ISIN => {isin}")
company.isin = isin
company.save()
if company.user:
try:
p = Profile.objects.get(user=company.user)
except Profile.DoesNotExist:
logger.error(f"Profile does not exist for {company.user.id}")
return
p.create_default_logo()
p.save()
def handle(self, *args, **options):
print('Deleting all existing records')
Company.objects.all().delete()
path = options['dataset']
keys = [f.name for f in Company._meta.fields]
with open(path, mode='r', encoding='utf-8') as file_handler:
for row in csv.DictReader(file_handler):
filtered = {k: v for k, v in row.items() if k in keys}
obj = Company(**filtered)
obj.save()
for ticker in self.extract_tickers(row):
obj.tickers.create(code=ticker)
print('{:,} objects created'.format(Company.objects.count()))
def validate_order_of_isin(self, value: str) -> str:
"""
Validate that the order_of isin is valid. It must be an existing company and not the same as the
buying company.
"""
if value == self.company.isin:
raise serializers.ValidationError(
_("You cannot create an order for your own company!"))
if not Company.objects.filter(
id=Company.get_id_from_isin(value)).exists():
raise serializers.ValidationError(
_("A company with the given isin does not exist"))
if Company.get_centralbank().isin == value:
raise serializers.ValidationError(
_("You cannot place an order on the Centralbank"))
return value
def company_delete(request, pk):
item = get_object_or_404(Company, pk=pk)
msg = DELETE_SUCCESS.format(item._meta.verbose_name, item)
item.delete()
if request.is_ajax():
return JsonResponse({"msg": msg, "type": TYPE_SUCCESS}, safe=True)
else:
messages.warning(request, msg, TITLE_SUCCESS)
return redirect(Company.get_list_url())
def test_centralbank_exists(self):
cb = Company.get_centralbank()
self.assertIsNotNone(cb)
self.assertTrue(cb.name, "Centralbank")
# Test the signals got triggerd. On migrations signals are not triggered.
# Must be called by hand
self.assertTrue(Activity.objects.filter(company=cb).exists())
self.assertTrue(HistoryCompanyData.objects.filter(company=cb).exists())
self.assertTrue(CompanyVolume.objects.filter(company=cb).exists())
self.assertTrue(KeyFigures.objects.filter(company=cb).exists())
def update_cash_company(self, company: Company, cash):
# ToDo: Update for private depot so private depot receives the money
id_ = company.id
if id_ not in self.companies_cash_update:
company.cash = F("cash") + cash
self.companies_cash_update[id_] = company
else:
company = self.companies_cash_update[id_]
company.cash += cash
self.companies_cash_update[id_] = company
def create(self, validated_data) -> Order:
order_by_isin = self.company.isin
order_of_isin = validated_data.get("order_of_isin")
order_by_id = Company.get_id_from_isin(order_by_isin)
order_of_id = Company.get_id_from_isin(order_of_isin)
price = validated_data.get("price")
amount = validated_data.get("amount")
typ = validated_data.get("typ")
order = Order.objects.create(order_by_id=order_by_id,
order_of_id=order_of_id,
amount=amount,
price=price,
typ=typ)
check_orders_single_company.delay(order_of_id)
return order
def setUp(self) -> None:
self.cb = Company.get_centralbank()
# Seems when all the tests are run together then signals get triggered
# and the centralbank depot positions get created. Hence, we
# delete all of them so
DepotPosition.objects.filter(depot_of=self.cb).delete()
# Test if the data has been loaded correctly
self.assertEqual(5, User.objects.count())
self.assertEqual(6, Company.objects.count())
self.check_market()
def validate(self, data):
company_id = Company.get_id_from_isin(data["company_isin"])
c = Company.objects.get(id=company_id)
value = data["value"]
if not c.enough_money(value):
raise serializers.ValidationError({
"value":
f"You do not have enough money to buy a {value} bond"
})
return data
def render(self, data, accepted_media_type=None, renderer_context=None):
kwargs = renderer_context.get("kwargs")
isin = kwargs.get("isin")
if isin and isinstance(data, dict):
try:
company = Company.objects.only("name").get(
id=Company.get_id_from_isin(isin))
except Company.DoesNotExist:
logger.info(f"Company with isin {isin} does not exist!")
raise Http404
data["company_name"] = company.name
return super().render(data, accepted_media_type, renderer_context)
def process_company(self, company_id, company_ipn, company_name):
if not company_ipn and not company_name:
return None
if len(company_name) > 250:
self.stderr.write(
'Company name {} is too long'.format(company_name))
return None
company = None
for k, v in [("pk", company_id), ("edrpou", company_ipn),
("name_uk", company_name)]:
try:
if v:
company = Company.objects.get(**{k: v})
break
except Company.DoesNotExist:
pass
if company is None:
company = Company(state_company=True)
# Set missing params
if not company.name_uk:
company.name_uk = company_name
Ua2EnDictionary.objects.get_or_create(term=lookup_term(company_name))
if not company.edrpou:
company.edrpou = company_ipn
company.save()
return company
def run(self):
cb = Company.get_centralbank()
depot = DepotPosition.objects.filter(depot_of=cb)
active_orders = Order.objects.filter(typ=Order.type_sell(),
order_by=cb).values_list(
"order_of_id", flat=True)
total_new_orders = 0
logger.info(
f"Checking {depot.count()} depot positions of the centralbank")
with transaction.atomic():
for position in depot.iterator():
# TODO Add this into the query so we do not have to check this again
if position.company_id in active_orders:
continue
company = position.company
# get 10% of the shares in the depot
amount = position.amount * 0.1
if position.amount < company.shares * 0.1:
amount = position.amount
# The centralbank sell orders start always little bit over the last trade.
# As it is a dynamic order and not a normal order
# the price will dynamically fall every tick.
# For more information please see the DynamicOrder model
price = company.keyfigures.share_price * Decimal(1.5)
dynamic_value = price * Decimal(0.01)
# cannot bulk create because of multi inherited table
DynamicOrder.objects.create(
order_by=cb,
order_of=company,
amount=amount,
price=price,
limit=0.5,
dynamic_value=dynamic_value,
typ=Order.type_sell(),
)
total_new_orders += 1
logger.info(
f"A total of {total_new_orders} sell orders have been created by the centralbank"
)
def validate(self, data):
order_by_isin = self.company.isin
order_of_isin = data.get("order_of_isin")
self.validate_order_of_isin(order_of_isin)
order_by_id = Company.get_id_from_isin(order_by_isin)
order_of_id = Company.get_id_from_isin(order_of_isin)
price = data.get("price")
amount = data.get("amount")
typ = data.get("typ")
if typ == Order.type_sell():
self.validate_sell_order(amount, order_of_id)
value = price * amount
self.validate_enough_money(value=value)
if Order.objects.filter(order_by_id=order_by_id).count() > 100:
raise serializers.ValidationError(
"You already have more than 100 orders!")
return data
def create_bond(value, company_isin, runtime) -> Bond:
"""
Celery-Task for buying a bond.
:param value:
:param company_isin:
:param runtime:
:return:
TODO: Actually not needed. Delete it!
"""
rate = InterestRate.calc_rate(value)
company_id = Company.get_id_from_isin(company_isin)
bond = Bond.objects.create(company_id=company_id,
value=value,
rate=rate,
runtime=runtime)
return bond
def read_data(self):
user_ids = self.read_users()
self.read_companies(user_ids)
self._read_depot_positions(self.setup_path)
self._read_orders(self.setup_path)
DepotPosition.objects.filter(
depot_of=Company.get_centralbank()).delete()
# make sure that the total amount of shares of a company matches
# the amount of shares distributed across depots in the market
for c in Company.objects.all().exclude(name=CENTRALBANK):
total_shares = c.shares
total_depot_shares = DepotPosition.objects.filter(
company=c).aggregate(s=Sum("amount")).get("s")
msg = (
f"{c} does have {total_shares} shares and {total_depot_shares} where available on the market in depots"
)
self.assertEqual(total_depot_shares, total_shares, msg)
def manage_company(request, company_id=None):
if request.user.is_superuser:
# Try to locate the object to use it as an instance and if not, create
# new one to use it in a new form.
# common_data = common_ticket_data()
if company_id:
actual_company = get_object_or_404(Company, pk=company_id)
else:
actual_company = Company()
# POST mode
if request.method == 'POST':
form = CompanyForm(request.POST, request.FILES, instance=actual_company)
if form.is_valid():
form.save()
return redirect('company-list')
else:
# Non-POST mode, show only
form = CompanyForm(instance=actual_company)
return render(request, 'core/companies/create_edit_company.html', locals())
else:
raise Http404
def create(self, validated_data):
company_isin = validated_data.get("company_isin")
value = validated_data.get("value")
runtime = validated_data.get("runtime")
rate = InterestRate.calc_rate(value)
company_id = Company.get_id_from_isin(company_isin)
with transaction.atomic():
# TODO: I think this can be replaced by simply writing:
# c.cash = c.cash - value
# as this inside in a transaction atomic block but I am not 100% sure
# Need to check the docs
Company.objects.filter(id=company_id).update(cash=F("cash") -
value)
bond = Bond.objects.create(company_id=company_id,
value=value,
rate=rate,
runtime=runtime)
return bond
def setUp(self):
super().setUp()
self.user_b = User.objects.create(username="******",
password="******",
email="*****@*****.**")
self.company_b = Company.objects.create(name="Company-B",
user=self.user_b)
DepotPosition.objects.filter(
depot_of=Company.get_centralbank()).delete()
self.company_as_shareholder = DepotPosition.objects.create(
company=self.company,
depot_of=self.company_b,
price_bought=1,
amount=10000)
self.user_company_private_depot = DepotPosition.objects.create(
company=self.company,
depot_of=self.company_b,
price_bought=1,
amount=10000,
private_depot=True)
def setUp(self):
self.user = User.objects.create(username="******", password="******", email="*****@*****.**")
self.company = Company.objects.create(name="Company", user=self.user, cash=self.ONE_HUNDRED_THOUSAND)
self.user_two = User.objects.create(username="******", password="******", email="*****@*****.**")
self.centralbank = Company.get_centralbank()
def _deleting_company_keeps_trade(self, company: Company):
Trade.create_trade_histories(company)
company.delete()
self.assertTrue(Trade.objects.filter(id=self.trade.id).exists())
def test_get_centralbank(self):
c = Company.get_centralbank()
self.assertEqual(c.name, CENTRALBANK)
def test_id_from_isin_can_hande_non_ints(self):
self.assertEqual(Company.get_id_from_isin("abc"), -1)
self.assertEqual(Company.get_id_from_isin("US0000001k"), -1)