Exemple #1
0
def personal_info():
    nav = 'accounts'
    tab = 'personal_info'
    user = current_user._id
    investors = Investor.user_investors(user)
    investor_ids = [i._id for i in investors]
    trade_accounts = TradeAccount.user_accounts(user)
    account_table = {}
    for ta in trade_accounts:
        if ta.exchange not in account_table:
            account_table[ta.exchange] = [None] * len(investors)
        order = investor_ids.index(ta.investor)
        account_table[ta.exchange][order] = ta
    colspan = len(investors) + 1
    return render_template('user/personal_info.html', **locals())
Exemple #2
0
def personal_info():
    nav = 'accounts'
    tab = 'personal_info'
    user = current_user._id
    investors = Investor.user_investors(user)
    investor_ids = [i._id for i in investors]
    trade_accounts = TradeAccount.user_accounts(user)
    account_table = {}
    for ta in trade_accounts:
        if ta.exchange not in account_table:
            account_table[ta.exchange] = [None] * len(investors)
        order = investor_ids.index(ta.investor)
        account_table[ta.exchange][order] = ta
    colspan = len(investors) + 1
    return render_template('user/personal_info.html', **locals())
Exemple #3
0
def trade_account():
    nav = 'accounts'
    tab = 'trade_account'
    investor = request.args.get('investor', '')
    exchange = request.args.get('exchange', '')
    add_investor = request.args.get('add_investor', '')
    add_exchange = request.args.get('add_exchange', '')
    bank = request.args.get('bank', '')
    investor = Investor.query_one({'_id': investor})
    exchange = Exchange.query_one({'abbr': exchange})
    user = current_user._id
    trade_accounts = TradeAccount.user_accounts(user)
    if investor:
        trade_accounts = [ta for ta in trade_accounts
                          if ta.investor == investor._id]
    if exchange:
        trade_accounts = [ta for ta in trade_accounts
                          if ta.exchange == exchange.abbr]
    if bank:
        trade_accounts = [ta for ta in trade_accounts
                          if ta.bank == bank]

    investors = Investor.user_investors(user)
    exchanges = sorted(list(Exchange.query()), key=lambda x: x.abbr)

    exchange_list = [{'text': e.abbr, 'value': e.abbr} for e in exchanges]
    investor_list = [{'text': i.name, 'value': i.name} for i in investors]

    investor_banks = {i.name: sorted([ba.bank for ba in i.bank_accounts])
                      for i in investors}
    exchange_banks = {conf['abbr']: sorted(conf['opening']['bank'])
                      for conf in CONFS}
    bank_exchanges = {}
    for ex, banks in exchange_banks.items():
        for b in banks:
            if b not in bank_exchanges:
                bank_exchanges[b] = []
            bank_exchanges[b].append(ex)
    investor_exchanges = {
        invesotr: sorted(set(sum(
            [bank_exchanges[b] for b in banks], [])))
        for invesotr, banks in investor_banks.items()
    }

    avail_investors = set(ta.investor for ta in trade_accounts)
    avail_exchanges = set(ta.exchange for ta in trade_accounts)
    avail_banks = set(ta.bank for ta in trade_accounts)
    investors = [i for i in investors if i._id in avail_investors]
    exchanges = [e for e in exchanges if e.abbr in avail_exchanges]

    thebanks = sorted(list(avail_banks))

    account_positions = {ta._id: sorted([p.to_dict() for p in ta.position],
                                        key=lambda p: p['symbol'])
                         for ta in trade_accounts}
    account_moneys = {ta._id: ta.money.to_dict() if ta.money else {}
                      for ta in trade_accounts}
    account_order_status = {ta._id: sorted([o.to_dict()
                                            for o in ta.order_status],
                                           key=lambda o: o['order'])
                            for ta in trade_accounts}
    account_orders = {ta._id: sorted([o.to_dict() for o in ta.orders],
                                     key=lambda o: o['symbol'])
                      for ta in trade_accounts}

    return render_template('user/trade_account.html', **locals())
Exemple #4
0
def trade_account():
    nav = 'accounts'
    tab = 'trade_account'
    investor = request.args.get('investor', '')
    exchange = request.args.get('exchange', '')
    add_investor = request.args.get('add_investor', '')
    add_exchange = request.args.get('add_exchange', '')
    bank = request.args.get('bank', '')
    investor = Investor.query_one({'_id': investor})
    exchange = Exchange.query_one({'abbr': exchange})
    user = current_user._id
    trade_accounts = TradeAccount.user_accounts(user)
    if investor:
        trade_accounts = [
            ta for ta in trade_accounts if ta.investor == investor._id
        ]
    if exchange:
        trade_accounts = [
            ta for ta in trade_accounts if ta.exchange == exchange.abbr
        ]
    if bank:
        trade_accounts = [ta for ta in trade_accounts if ta.bank == bank]

    investors = Investor.user_investors(user)
    exchanges = sorted(list(Exchange.query()), key=lambda x: x.abbr)

    exchange_list = [{'text': e.abbr, 'value': e.abbr} for e in exchanges]
    investor_list = [{'text': i.name, 'value': i.name} for i in investors]

    investor_banks = {
        i.name: sorted([ba.bank for ba in i.bank_accounts])
        for i in investors
    }
    exchange_banks = {
        conf['abbr']: sorted(conf['opening']['bank'])
        for conf in CONFS
    }
    bank_exchanges = {}
    for ex, banks in exchange_banks.items():
        for b in banks:
            if b not in bank_exchanges:
                bank_exchanges[b] = []
            bank_exchanges[b].append(ex)
    investor_exchanges = {
        invesotr: sorted(set(sum([bank_exchanges[b] for b in banks], [])))
        for invesotr, banks in investor_banks.items()
    }

    avail_investors = set(ta.investor for ta in trade_accounts)
    avail_exchanges = set(ta.exchange for ta in trade_accounts)
    avail_banks = set(ta.bank for ta in trade_accounts)
    investors = [i for i in investors if i._id in avail_investors]
    exchanges = [e for e in exchanges if e.abbr in avail_exchanges]

    thebanks = sorted(list(avail_banks))

    account_positions = {
        ta._id: sorted([p.to_dict() for p in ta.position],
                       key=lambda p: p['symbol'])
        for ta in trade_accounts
    }
    account_moneys = {
        ta._id: ta.money.to_dict() if ta.money else {}
        for ta in trade_accounts
    }
    account_order_status = {
        ta._id: sorted([o.to_dict() for o in ta.order_status],
                       key=lambda o: o['order'])
        for ta in trade_accounts
    }
    account_orders = {
        ta._id: sorted([o.to_dict() for o in ta.orders],
                       key=lambda o: o['symbol'])
        for ta in trade_accounts
    }

    return render_template('user/trade_account.html', **locals())