def investor_profile(request, investor_id):
"""
Create, Edit and View an investor profile.
:param request:
:param investor_id: Investor ID
:return:
"""
# Gets investor object
investor = get_object_or_404(Investor, id=investor_id)
if request.method == 'GET':
serializer = InvestorSerializer(investor)
return Response(serializer.data, status=status.HTTP_200_OK)
elif request.method == 'PUT':
serializer = InvestorSerializer(investor,
data=request.data,
partial=True)
return helper.update_serializer(serializer)
elif request.method == 'DELETE':
investor.delete()
return Response(CustomJsonResponse.return_successful_delete(),
status=status.HTTP_200_OK)
def update_stock_plan(plan_id, stock_total, market_price):
"""
:param plan_id:
:param stock_total:
:param market_price:
:return:
"""
try:
plan = get_plan_by_id(plan_id)
updated_plan = PlanSerializer(plan).data
updated_plan['target_sell_price'] = calculate_target_sell_price(
10, stock_total['avg_net_price'])
status = check_plan_status(updated_plan, market_price)
plan_statues = get_plan_statuses()
plan_status = next(item for item in plan_statues
if item["status_name"] == status)
updated_plan['status'] = plan_status['id']
return helper.update_serializer(
PlanSerializer(plan, data=updated_plan, partial=True))
except Exception as e:
print(e)
raise e
def plan_detail(request, investor_id, portfolio_id, symbol, plan_id):
plan = plan_services.get_plan(investor_id, portfolio_id, symbol, plan_id)
if request.method == 'PUT':
return helper.update_serializer(
PlanSerializer(plan, data=request.data, partial=True))
if request.method == 'GET':
return Response(PlanSerializer(plan).data)
if request.method == 'DELETE':
plan.delete()
return Response(CustomJsonResponse.return_successful_delete(),
status=status.HTTP_200_OK)
def update_transaction(investor_id, portfolio_id, stock_id, transaction_id,
transaction_req_data):
transaction_req_data.update(
get_transaction_calculation_response(transaction_req_data))
transaction_orm_obj = get_transaction(investor_id, portfolio_id, stock_id,
transaction_id)
transaction = helper.update_serializer(
TransactionSerializer(transaction_orm_obj,
data=transaction_req_data,
partial=True))
plan_id = plan_services.get_plan_id_by_stock_id(stock_id)
# update stock plan
stock_total = stock_services.get_stock_totals_by_id(stock_id)
stock_obj = stock_services.get_stock(investor_id, portfolio_id, stock_id)
market_price = jamstockex_api_service.get_market_price(stock_obj['symbol'])
plan_services.update_stock_plan(plan_id, stock_total, market_price)
return transaction
def portfolio_detail(request, investor_id, portfolio_id):
"""
Retrieve, update or delete a portfolio.
"""
# Gets portfolio
portfolio = portfolio_services.get_portfolio(investor_id, portfolio_id)
if request.method == 'GET':
portfolio_response = PortfolioSerializer(portfolio).data
portfolio_response.update(
stock_services.get_stocks_totals(investor_id, portfolio_id))
return Response(portfolio_response, status=status.HTTP_200_OK)
elif request.method == 'PUT':
return helper.update_serializer(
PortfolioSerializer(portfolio, data=request.data, partial=True))
elif request.method == 'DELETE':
portfolio.delete()
return Response(CustomJsonResponse.return_successful_delete(),
status=status.HTTP_200_OK)
def notification_detail(request, investor_id, portfolio_id, stock_name, notification_id):
"""
Retrieve, update or delete a portfolio stock notification.
"""
notification = get_object_or_404(Notification, stock__portfolio__user__id=investor_id,
stock__portfolio=portfolio_id, stock__symbol=stock_name,
pk=notification_id)
if request.method == 'GET':
serializer = NotificationSerializer(notification)
return Response(serializer.data)
elif request.method == 'PUT':
serializer = NotificationSerializer(notification, data=request.data, partial=True)
return helper.update_serializer(serializer)
elif request.method == 'DELETE':
notification.delete()
return Response(CustomJsonResponse.return_successful_delete(), status=status.HTTP_200_OK)
def update_is_archived(investor_id, portfolio_id, stock_id, is_archived,
archived_date):
"""
:param investor_id:
:param portfolio_id:
:param stock_id:
:param is_archived:
:param archived_date:
:return:
"""
try:
data = {
"is_archived": is_archived,
"archived_date": archived_date,
}
stock = get_stock_serializer(investor_id, portfolio_id, stock_id)
return helper.update_serializer(
StockSerializer(stock, data=data, partial=True))
except Exception as e:
print('Error in update_is_archived => ', e)