def create(self, validated_data):
# prepare data
kwargs = {}
user = self.context.get("request").user
company = user.operator_set.all()[0].company
security = Security.objects.get(
company=company, title=validated_data.get("security").get('title'))
kwargs.update({
"company":
company,
"board_approved_at":
validated_data.get("board_approved_at"),
"title":
validated_data.get("title"),
"security":
security,
"count":
validated_data.get("count"),
"exercise_price":
validated_data.get("exercise_price"),
"comment":
validated_data.get("comment"),
})
# segments must be ordered, have no duplicates and must be list...
if security.track_numbers and validated_data.get("number_segments"):
kwargs.update({
"number_segments":
string_list_to_json(validated_data.get("number_segments"))
})
option_plan = OptionPlan.objects.create(**kwargs)
# assign all initial options to company shareholder
cs = company.get_company_shareholder()
kwargs = {
'option_plan': option_plan,
'bought_at': validated_data.get("board_approved_at"),
'buyer': cs,
'count': validated_data.get("count")
}
# segments must be ordered, have no duplicates and must be list...
if security.track_numbers and validated_data.get("number_segments"):
kwargs.update({
"number_segments":
string_list_to_json(validated_data.get("number_segments"))
})
OptionTransaction.objects.create(**kwargs)
return option_plan
def test_string_list_to_json(self):
with self.assertRaises(ValueError):
string_list_to_json('[]')
string_list_to_json('1,2,3,4--10')
string_list_to_json('1,,2,3,4-10,11-12X')
self.assertEqual(string_list_to_json('1,2,3,4-10'), [u'1-10'])
self.assertEqual(string_list_to_json('1,2,3,,4-10'), [u'1-10'])
# test removal of duplicates and that is ordered
self.assertEqual(string_list_to_json('0, 3,,, 3, 5-10, 9-12, 2'),
[0, u'2-3', u'5-12'])
def owns_segments(self, segments, security):
"""
check if shareholder owns all those segments either as share
does not check any kind of options. use owns_options_segments for this
"""
logger.info('checking if {} owns {}'.format(self, segments))
if isinstance(segments, str):
segments = string_list_to_json(segments)
logger.info('converted string to json')
logger.info('getting current segments...')
segments_owning = inflate_segments(
self.current_segments(security=security))
failed_segments = []
logger.info('calculating segments not owning...')
# shareholder does not own this
failed_segments = substract_list(inflate_segments(segments),
segments_owning)
logger.info('check segment ownership done')
return (len(failed_segments) == 0, deflate_segments(failed_segments),
deflate_segments(segments_owning))
def is_valid(self, raise_exception=False):
"""
validate cross data relations
"""
res = super(OptionPlanSerializer, self).is_valid(raise_exception)
initial_data = self.initial_data
security = initial_data.get('security')
if security and Security.objects.get(id=security['pk']).track_numbers:
security = Security.objects.get(id=security['pk'])
if (isinstance(initial_data.get('number_segments'), str) or
isinstance(initial_data.get('number_segments'), unicode)):
segments = string_list_to_json(
initial_data.get('number_segments'))
else:
segments = initial_data.get('number_segments')
# we need number_segments if this is a security with .track_numbers
if not segments:
raise serializers.ValidationError({
'number_segments':
[_('Invalid or empty security numbers segments.')]
})
# segments must be available by company shareholder
cs = security.company.get_company_shareholder()
owning, failed_segments, owned_segments = cs.owns_segments(
segments, security)
# segments must be owned by seller
if not owning:
raise serializers.ValidationError({
'number_segments': [
_('Segments "{}" must be owned by company shareholder '
'"{}". Available are {}').format(
failed_segments, cs.user.last_name,
owned_segments)
]
})
# validate segment count == share count
elif (security.count_in_segments(segments) !=
initial_data.get('count')):
raise serializers.ValidationError({
'count': [
_('Number of shares in segments ({}) '
'does not match count {}').format(
security.count_in_segments(segments),
initial_data.get('count'))
]
})
return res
def owns_options_segments(self, segments, security):
"""
check if shareholder owns all those segments either as share
"""
if isinstance(segments, str):
segments = string_list_to_json(segments)
segments_owning = inflate_segments(
self.current_options_segments(security=security))
failed_segments = []
for segment in inflate_segments(segments):
# shareholder does not own this
if segment not in segments_owning:
failed_segments.append(segment)
return (len(failed_segments) == 0, deflate_segments(failed_segments),
deflate_segments(segments_owning))
def count_in_segments(self, segments=None):
"""
returns number of shares contained in segments
"""
if not segments:
segments = self.number_segments
if isinstance(segments, str) or isinstance(segments, unicode):
segments = string_list_to_json(segments)
count = 0
for segment in segments:
if isinstance(segment, int):
count += 1
else:
start, end = segment.split('-')
# 3-5 means 3,4,5 means 3 shares
delta = int(end) - int(start) + 1
count += delta
return count
def validate_number_segments(self, value):
# FIXME: this regex is weak because it only checks chars but not order
# making string like '--00--' valid
pattern = re.compile(r'[^0-9,\- ]')
try:
if isinstance(value, unicode):
value = string_list_to_json(value)
except ValueError:
raise serializers.ValidationError(
_("Invalid number segment. "
"Please use 1, 2, 3, 4-10.")
)
logger.warning("Invalid number segment: {}".format(value))
for part in value:
# validate value as we have to track value...
if pattern.findall(str(part)):
raise serializers.ValidationError(
_("Invalid number segment. "
"Please use 1, 2, 3, 4-10.")
)
logger.warning("Invalid number segment: {}".format(part))
if isinstance(part, int):
continue
# --- VALIDATE u'X-Z' only
# validate that start and end of u'1-9' are valid
start, end = part.split('-')
if int(start) >= int(end):
raise serializers.ValidationError(
_("Number Segment Range start smaller/equal then end '{}'. "
"Please use 1, 2, 3, 4-10.".format(part))
)
logger.warning("Invalid number segment: {}".format(part))
return value
def create(self, validated_data):
# prepare data
kwargs = {}
user = self.context.get("request").user
company = user.operator_set.all()[0].company
option_plan = validated_data.get('option_plan')
buyer = Shareholder.objects.get(
company=company,
user__email=validated_data.get("buyer").get("user").get("email"))
seller = Shareholder.objects.get(
company=company,
user__email=validated_data.get("seller").get("user").get("email"))
kwargs.update({"seller": seller})
kwargs.update({"buyer": buyer})
kwargs.update({
"bought_at": validated_data.get("bought_at"),
"count": validated_data.get("count"),
"option_plan": option_plan,
"vesting_months": validated_data.get("vesting_months"),
})
# segments must be ordered, have no duplicates and must be list...
if (option_plan.security.track_numbers
and validated_data.get("number_segments")):
kwargs.update({
"number_segments":
string_list_to_json(validated_data.get("number_segments"))
})
option_transaction = OptionTransaction.objects.create(**kwargs)
return option_transaction
def is_valid(self, raise_exception=False):
"""
validate cross data relations
"""
res = super(OptionTransactionSerializer,
self).is_valid(raise_exception)
initial_data = self.initial_data
option_plan = OptionPlan.objects.get(
id=int(initial_data.get('option_plan').split('/')[-1]))
security = option_plan.security
if not security.track_numbers:
return res
if (isinstance(initial_data.get('number_segments'), str)
or isinstance(initial_data.get('number_segments'), unicode)):
segments = string_list_to_json(initial_data.get('number_segments'))
else:
segments = initial_data.get('number_segments')
# we need number_segments if this is a security with .track_numbers
if not segments:
raise serializers.ValidationError(
{'number_segments': [_('Invalid security numbers segments.')]})
# if we have seller (non capital increase)
if initial_data.get('seller'):
seller = Shareholder.objects.get(
pk=initial_data.get('seller')['pk'])
owning, failed_segments, owned_segments = seller.\
owns_options_segments(segments, security)
# segments must be owned by seller
if initial_data.get('seller') and not owning:
raise serializers.ValidationError({
'number_segments': [
_('Segments "{}" must be owned by seller "{}". '
'Available are {}').format(failed_segments,
seller.user.last_name,
owned_segments)
]
})
# validate segment count == share count
elif (security.count_in_segments(segments) !=
initial_data.get('count')):
raise serializers.ValidationError({
'count': [
_('Number of shares in segments ({}) '
'does not match count {}').format(
security.count_in_segments(segments),
initial_data.get('count'))
]
})
# segments must be inside option plans segments
for segment in inflate_segments(segments):
if segment not in inflate_segments(option_plan.number_segments):
raise serializers.ValidationError({
'number_segments': [
_('Segment {} is not reserved for options inside a'
' option plan and cannot be'
' transfered to a option holder. Available are: '
'{}').format(segment, option_plan.number_segments)
]
})
return res
def is_valid(self, raise_exception=False):
"""
validate cross data relations
"""
logger.info('position create validation...')
res = super(PositionSerializer, self).is_valid(raise_exception)
initial_data = self.initial_data
security = initial_data.get('security')
user = self.context.get("request").user
company = user.operator_set.all()[0].company
if security and Security.objects.get(
company=company, title=security.get('title')).track_numbers:
logger.info('validation: prepare data...')
security = Security.objects.get(id=security['pk'])
if (isinstance(initial_data.get('number_segments'), str) or
isinstance(initial_data.get('number_segments'), unicode)):
segments = string_list_to_json(
initial_data.get('number_segments'))
else:
segments = initial_data.get('number_segments')
# if we have seller (non capital increase)
if initial_data.get('seller'):
logger.info('validation: get seller segments...')
seller = Shareholder.objects.get(
pk=initial_data.get('seller')['pk'])
owning, failed_segments, owned_segments = seller.owns_segments(
segments, security)
logger.info(
'validation: seller segs {} for security {} done'.format(
segments, security))
# we need number_segments if this is a security with .track_numbers
if not segments:
raise serializers.ValidationError({
'number_segments':
[_('Invalid security numbers segments.')]
})
# segments must be owned by seller
elif initial_data.get('seller') and not owning:
raise serializers.ValidationError({
'number_segments': [
_('Segments "{}" must be owned by seller "{}". '
'Available are {}').format(failed_segments,
seller.user.last_name,
owned_segments)
]
})
# validate segment count == share count
elif (security.count_in_segments(segments) !=
initial_data.get('count')):
logger.info('validation: checking count...')
raise serializers.ValidationError({
'count': [
_('Number of shares in segments ({}) '
'does not match count {}').format(
security.count_in_segments(segments),
initial_data.get('count'))
]
})
# segment must not be used by option plan
logger.info('validation: option plan validation...')
inflated_segments = inflate_segments(segments)
oplan_segments = inflate_segments(
security.company.get_all_option_plan_segments())
if substract_list(inflated_segments,
oplan_segments) != inflated_segments:
raise serializers.ValidationError({
'number_segments': [
_('Segment {} is blocked for options and cannot be'
' transfered to a shareholder.').format(segments)
]
})
return res