async def portfolio_allocations(folio_id, request):
result = {"error": 0, "data": "", "message":""}
language = request.__user__.get("language", "en")
folio = await dao.findFolio(folio_id)
if not folio:
result["error"] = 402
result["message"] = _("402_NOT_EXIST", language) # "This portfolio does not exist."
return result
userid = request.__user__.get("referId", "")
if int(userid) != folio.user_id:
result["error"] = 408
result["data"] = {}
result["message"] = _("408_NOT_VIEW", language) # "You do not have permission to view this page."
return result
allocations = json.loads(folio.allocations) if isinstance(folio.allocations, str) else json.loads(folio.allocations.decode())
allocations, init_assets = await calculate_weight(allocations)
portfolio = {"allocations":[{"coin_name": allo['coin_name'], "weight": allo['weight'], "number": allo.get("number", ""),
"coin_id": allo['coin_id'], "price": allo['price']} for allo in allocations],
"folio_id": folio_id, "current_balance": init_assets
}
result['data'] = portfolio
return result
async def getToken(self, request, kw):
token = kw.get("token", "")
language = toExistLanguage(kw.get("language", "en"))
if token:
user = await token2user(token)
if user:
request.__user__ = user
vipEndDate = user.get("vipEndDate", "")
read = hasVip(vipEndDate)
request.__user__["read"] = read
request.__user__["request_uuid"] = request_uuid()
request.__user__["language"] = language
else:
if self._auth:
r = {"error": 403, "data": {}, "message": _("403_LOGIN",language)}
resp = to_response(r)
return resp
else:
request.__user__ = {}
request.__user__["language"] = language
else:
if self._auth:
r = {"error": 403, "data": {}, "message": _("403_LOGIN",language)}
resp = to_response(r)
return resp
else:
request.__user__ = {}
request.__user__["language"] = language
return True
async def add_user_survey(request, *, option_one, option_two, option_three):
result = {"error": 0, "data": "", "message": ""}
user_id = request.__user__.get("referId", "")
nickname = request.__user__.get("referName", "")
head_image_url = request.__user__.get("headImageUrl", "")
name = request.__user__.get("loginName", "")
language = request.__user__.get("language", "en")
count = await dao.findUserNumber(user_id)
if count:
result["error"] = 418
result["message"] = "The Account have been investigated!"
else:
option_one_val = choices["option_one"].get(int(option_one), 1)
option_two_val = choices["option_two"].get(int(option_two), 1)
option_three_val = choices["option_three"].get(int(option_three), 1)
score = float(option_one_val) + float(option_two_val) + float(
option_three_val)
ratio = float(
float(option_one_val) / 50 + float(option_two_val) / 10 +
float(option_three_val) * 10) / 100.0
await dao.saveUser(user_id, name, nickname, head_image_url, option_one,
option_two, option_three, score, ratio)
result["message"] = _("0_ADD_SUCCESSFUL",
language) # "Added successfully."
return result
def wrapper(*args, **kw):
try:
return func(*args, **kw)
except Exception as e:
errMsg = getErrorMsg()
error("options api error is: %s"%str(errMsg))
result = {"error": 500, "data": "", "message": _("500_SERVER_ERROR", kw.get("language","en"))}
return result
async def request_frequency(self, request, kw):
remote_ip = request.remote
path_url = request.path
language = toExistLanguage(kw.get("language", "en"))
res = await frequency(remote_ip, path_url)
if res:
r = {"error": 416, "data": {}, "message": _("416_REQ_FREQUENT", language)}
resp = to_response(r)
return resp
else:
return True
async def portfolio_delete(folio_id, request):
result = {"error": 0, "data": "", "message":""}
language = request.__user__.get("language", "")
folio = await dao.findFolio(folio_id)
if not folio:
result["error"] = 402
result["message"] = _("402_NOT_EXIST", language) #"This portfolio does not exist."
return result
userid = request.__user__.get("referId", "")
if int(userid) != folio.user_id:
result["error"] = 409
result["data"] = {}
result["message"] = _("409_NOT_DELETE", language) #"You do not have permission to delete this portfolio."
return result
rows = await folio.remove()
if rows == 1:
await dao.delFolioPerformance(folio_id)
result["message"] = _("0_DELETE_SUCCESSFUL", language) #"Deleted successfully."
return result
async def portfolio_detail(folio_id, request, *, sort_type=""):
result = {"error": 0, "data": "", "message":""}
language = request.__user__.get("language", "")
folio = await dao.findFolio(folio_id)
if not folio:
result["error"] = 402
result["message"] = _("402_NOT_EXIST", language) #"This portfolio does not exist."
return result
read = request.__user__.get("read", False)
userid = request.__user__.get("referId", "")
if int(userid) == folio.user_id:
read = 1
history_value = history_dict.get(sort_type, "entire_history")
if history_value != "hour_24_history":
income_rate = round(float(folio[history_value]), 5)
else:
day_history = await calculate_portfolio(folio_id, folio=folio, re_cal=True, to_roi_rate=True)
income_rate = round(float(day_history) * 100, 5)
folio = folio.json()
user_obj = await user_dao.findAllUser(folio["user_id"])
win_count, fail_count, sumCount = await dao.findFolioRate(history_value=history_value, args=[float(folio[history_value]),])
allocations = json.loads(folio["allocations"].decode())
succe_rate = round(float(win_count) * 100/float(sumCount), 5)
allocations, init_assets = await calculate_weight(allocations)
allocations = [{"coin_name": alloc.get("coin_name", ""), "number": alloc.get("number", ""),
"weight": "%s%%"%str(round(float(alloc.get("weight", 0)) * 100, 3)),
"rate":"%s%%"%str(round(float(alloc.get("rate",0)) * 100, 3)),
"coin_id": alloc.get("coin_id", ""), "price": alloc.get("price", "")}
for alloc in allocations]
folio_rate = {"succe_rate": "%s%%"%str(succe_rate), "entire_history":"%s%%"%str(income_rate),
"volatility":(folio["day_7_volatility"] if history_value=="day_7_history" else folio["volatility"]) if history_value!="hour_24_history" else "-",
"max_drawdown":(folio["day_7_drawdown"] if history_value=="day_7_history" else folio["max_drawdown"]) if history_value!="hour_24_history" else "-",
"hour_24_history":"%s%%"%str(folio["hour_24_history"]), "read_num": folio["read_num"], "current_balance": init_assets,
"allocations":allocations if read else [], "rank":fail_count + 1, "folio_id": folio_id, "user_name": user_obj.nickname if user_obj else "",
"head_image_url":user_obj.head_image_url if user_obj else "", "folio_name":folio["name"].rstrip(", ") if read else ""}
result['data'] = folio_rate
return result
def __init__(self, filename=None, lang="en"):
json_data = default_dict
self.help_dict = {}
self.field_list = []
self.lang = lang
fields = json_data['Fields']
for field_info in fields:
field_name = field_info['Key']
field_label = _(field_info['Label'], self.lang)
if 'Format' in field_info:
fmt = field_info['Format']
else:
fmt = "{0}"
field = FieldInfo(field_name, field_label, fmt)
self.field_list.append(field_name)
self.help_dict[field_name] = field
async def get_coin_detail(coin_id, request):
"""
:param coin_id:
:param request:
:return:
{
"coin_name": "",
"coin_id": "",
"coin_url": "",
"simple_name": "",
"market_cap": "",
"supply_pvolume": "",
"trading_24_volume": "",
"hours_1_index": "",
"hours_24_index": "",
"day_7_index": "",
"price": "",
"price_btc": "",
"price_rate": "",
"price_btc_rate": "",
"trading_24_volume": "",
"trading_24_btc_volume": ""
}
"""
result = {"error": 0, "data": "", "message": ""}
language = request.__user__.get("language", "en")
if coin_id:
coin_info = await dao.findCoinDetail(coin_id)
else:
coin_info = {}
if coin_info:
result["data"] = coin_info
else:
result["error"] = 411
result['data'] = {}
result['message'] = _("411_COIN_NOT_EXIST",
language) # "This coin does not exist."
return result
def __call__(self, request):
kw = None
if self._has_var_kw_arg or self._has_named_kw_arg or self._required_kw_args or self._named_kw_args:
if request.method in ('POST',"OPTIONS"):
if not request.content_type:
r = {"error": 404, "data": {}, "message": 'Missing Content-Type'}
resp = to_response(r, method=request.method)
return resp
ct = request.content_type.lower()
if ct.startswith('application/json'):
params = yield from request.json()
if not isinstance(params, dict):
r = {"error": 404, "data": {}, "message": 'JSON Body must be object'}
resp = to_response(r, method=request.method)
return resp
kw = params
elif ct.startswith('application/x-www-form-urlencoded') or ct.startswith('multipart/form-data'):
params = yield from request.post()
kw = dict(**params)
else:
r = {"error": 404, "data": {}, "message": 'Unsupported Content-Type:%s' % request.content_type}
resp = to_response(r, method=request.method)
return resp
if request.method == 'GET':
qs = request.query_string
if qs:
kw = dict()
for k, v in parse.parse_qs(qs, True).items():
kw[k] = v[0]
if kw is None:
kw = dict(**request.match_info)
else:
if not self._has_var_kw_arg and self._named_kw_args:
copy = dict()
for name in self._named_kw_args:
if name in kw:
copy[name] = kw[name]
kw = copy
for k, v in request.match_info.items():
if k in kw:
error('Duplicate arg name in named arg and kw args: %s' % k)
kw[k] = v
if self._has_request_arg:
kw['request'] = request
language = toExistLanguage(kw.get("language", "en"))
if self._required_kw_args:
for name in self._required_kw_args:
if not name in kw:
r = {"error": 500, "data": {}, "message": _("500_SERVER_ERROR", language)}
resp = to_response(r, method=request.method)
return resp
request_info('call with args: %s' % str(kw))
try:
res = yield from self.request_frequency(request, kw)
if res == True:
resp = yield from self.getToken(request, kw)
if resp == True:
if "token" in kw:
del kw["token"]
if "language" in kw:
del kw["language"]
r = yield from self._func(**kw)
return r
else:
return resp
else:
return res
except Exception as e:
errMsg = getErrorMsg()
error("__call__ api error is: %s"%str(errMsg))
r = {"error": 500, "data": {}, "message": _("500_SERVER_ERROR", language)}
resp = to_response(r, method=request.method)
return resp
async def portfolio_ratios(port_folio=None, folio_id="", db=None, lang="en"):
try:
if not db:
db = Connection.getInstance()
if not port_folio:
if folio_id:
port_folio = await folios_dao.findFolio(folio_id)
if not port_folio:
return None
else:
return None
helper = StatsHelper(lang=lang)
proforma = await folios_dao.GetFolioPerformance(port_folio.id)
if proforma:
fts = proforma["pre_data"]["data"]
now_data = [nowData["data"] for nowData in proforma["now_data"]]
now_fts = []
for d in now_data:
fts.extend(d)
now_fts.extend(d)
prof_fts = [perf["NetReturn"] for perf in now_fts]
dates = [
datetime.fromtimestamp(p['EffectiveDate']) for p in now_fts
]
fts_data = calculate_fts(prof_fts, dates)
dates = [datetime.fromtimestamp(p['EffectiveDate']) for p in fts]
prof_array = [perf["NetReturn"] for perf in fts]
fts = Series(data=prof_array, index=dates, name=port_folio.name)
T = len(fts)
referenceData = await report_dao.findReferenceData('Risk Free Rate'
)
if referenceData:
rf = float(referenceData.data) * 0.01
else:
rf = 0
stats_all = BasicStats(fts,
risk_free=rf,
folio_name=port_folio.name)
roll_windows = windows[stats_all.freq[0]]
roll_results = []
ratio_items = {
"Cumulative Return": [],
"Period volatility": {
"volatility": "",
"day_7_volatility": ""
},
"Max Drawdown": {
"max_drawdown": "",
"day_7_drawdown": ""
},
"entire_history": "",
"day_7_history": ""
}
resultsAll = helper.help(stats_all)
result_dict = dict(resultsAll)
ratio_items["entire_history"] = fts_data[
"entire_history"] if fts_data else 0.0
ratio_items["day_7_history"] = fts_data[
"day_7_history"] if fts_data else 0.0
ratio_items["Period volatility"]["volatility"] = fts_data[
"total_volatility"] if fts_data else 0.0
ratio_items["Max Drawdown"]["max_drawdown"] = fts_data[
"total_max_drawdown"] if fts_data else 0.0
ratio_items["Cumulative Return"].append(
result_dict.get(_("Cumulative Return", lang), ""))
for index, w in enumerate(roll_windows):
if T >= w:
roll_fts = fts[-1 * w:]
ratio_data = helper.help(BasicStats(roll_fts,
risk_free=rf))
ratio_dict = dict(ratio_data)
val = ratio_dict.get(_("Cumulative Return", lang), "")
ratio_items["Cumulative Return"].append(val)
if index == 0:
ratio_items["Max Drawdown"][
"day_7_drawdown"] = fts_data[
"week_max_drawdown"] if fts_data else 0.0
ratio_items["Period volatility"][
"day_7_volatility"] = fts_data[
"week_volatility"] if fts_data else 0.0
roll_results.append([w, ratio_data])
await folios_dao.updateFolioHistory(port_folio.id, ratio_items)
reportData = {
"ResultsAll": resultsAll,
"RollResults": roll_results,
"Coin": {
"Name": port_folio.name
}
}
params = "ratios_%s" % lang
await db.set_cache(port_folio.id,
"portfolio",
params,
data=reportData,
modify_at=port_folio.modify_at)
else:
roll_results = []
ratio_items = {
"Cumulative Return": [],
"Period volatility": {
"volatility": ""
},
"Max Drawdown": {
"max_drawdown": "",
"day_7_drawdown": ""
}
}
resultsAll = helper.init_help()
result_dict = dict(resultsAll)
ratio_items["Period volatility"]["volatility"] = result_dict.get(
"% Volatility", "")
ratio_items["Max Drawdown"]["max_drawdown"] = result_dict.get(
"Max Drawdown", "")
ratio_items["Cumulative Return"].append(
result_dict.get("Cumulative Return", ""))
await folios_dao.updateFolioHistory(port_folio.id, ratio_items)
reportData = {
"ResultsAll": resultsAll,
"RollResults": roll_results,
"Coin": {
"Name": port_folio.name
}
}
except Exception as e:
errMsg = getErrorMsg()
error("portfolio_ratios exception is: %s, errMsg: %s" %
(str(e), str(errMsg)))
reportData = {}
return reportData
async def add_coin_portfolios(request, portfolios):
result = {"error": 0, "data": "", "message":""}
user_id = request.__user__.get("referId", "")
nickname = request.__user__.get("referName", "")
head_image_url = request.__user__.get("headImgUrl", "")
name = request.__user__.get("loginName", "")
language = request.__user__.get("language", "en")
status = request.__user__.get("status", 0)
if int(status) != 1:
result["error"] = 410
result["message"] = _("410_ACCOUNT_ACCESS", language) # "This account is not activated and has no access rights."
return result
res = await user_dao.saveUser(user_id, name, nickname, head_image_url, "", "", "", 0, status)
if res != 1:
res = await user_dao.findAllUser(user_id)
if not res:
res = await user_dao.saveUser(user_id, name, nickname, head_image_url, "", "", "", 0, status)
if not res:
result["error"] = 431
result["message"] = _("431_ACCOUNT_ACCESS", language) # "This account has no access rights."
return result
folio_name = ""
allocations = []
if len(portfolios) > 10 or len(portfolios) < 1:
result["error"] = 406
result["message"] = _("406_NUMBER_COINS", language) # "The number of coins has to be between 1 and 10."
return result
portfolios = sorted(portfolios, key=lambda folio : folio["weight"], reverse=True)
all_weight = 0.0
coin_list = []
repeat = 0
usdt_w = 0
modify_at = time.time()
for folio in portfolios:
coin_name = folio.get("coin_name","")
if coin_name not in coin_list:
if coin_name:
coin_list.append(coin_name)
else:
continue
else:
repeat = 1
break
weight = folio.get("weight","")
if not weight:
continue
weight = float(round(float(weight), 2))
if weight < 0:
result["error"] = 417
result["message"] = _("417_WEIGHT_NOT_LESS_0", language) # "The weight should not be less than 0."
return result
coin_id = folio.get("coin_id","")
all_weight += weight
all_weight = float(round(all_weight,2))
if not coin_id:
coin_obj = await coin_dao.findObjByName(coin_name)
coin_id = coin_obj.id if coin_obj else ""
else:
coin_obj = await coin_dao.findCoin(coin_id)
if not coin_obj:
continue
if coin_name.lower() in ("usdt", "tether"):
usdt_w = weight
if all_weight <= 1.0:
folio_name += coin_obj.simple_name + ":" + str(int(float(weight) * 100)) + "% "
price = coin_obj.price.replace(",", "").replace("$", "")
net_return = float(round(100*(float(price) - float(coin_obj.pre_price.replace(",","").replace("$",""))) \
/ float(coin_obj.pre_price.replace(",","").replace("$","")),5))
effective_date = float(int(modify_at))
number = round(float(1000000 * weight / float(price)), 3)
allocations.append(
{"coin_name": coin_obj.simple_name, "weight": weight, "coin_id": coin_id,
"number": float(number), "rate": 0.0, "price": price,
"Performance": [{"NetReturn": net_return, "EffectiveDate": effective_date}]})
if repeat:
result["error"] = 407
result["message"] = _("407_DUPLICATION_COIN", language) # "The portfolio have the duplication of coin."
return result
if all_weight > 1.0:
result["error"] = 415
result["message"] = _("415_WEIGHT_EXCEED", language) # "Coin weight cannot exceed 100%."
return result
if all_weight < 1:
weight = float(round(float(100 - all_weight*100) / 100, 2))
if weight > 0.0:
if usdt_w > 0.0:
allocations_dict = {alloc["coin_name"].lower():alloc for alloc in allocations}
alloc = allocations_dict.get("usdt",{})
if alloc:
alloc["weight"] += weight
alloc["weight"] = float(round(alloc["weight"], 2))
price = alloc["price"]
number = round(float(1000000 * alloc["weight"] / float(price)), 3)
alloc["number"] = float(number)
alloc["rate"] = 0.0
allocations_dict["usdt"] = alloc
allocations = list(allocations_dict.values())
else:
coin_items = await coin_dao.findCoinByName("usdt")
coin_id = coin_items[0].get("coin_id","") if coin_items else ""
folio_name += "USDT:" + str(round(float(weight) * 100, 2)) + "% "
coin_obj = await coin_dao.findCoin(coin_id)
price = coin_obj.price.replace(",", "").replace("$", "")
number = round(float(1000000 * weight / float(price)), 3)
net_return = float(round(100 * (float(price) - float(coin_obj.pre_price.replace(",", "").replace("$", ""))) \
/ float(coin_obj.pre_price.replace(",", "").replace("$", "")), 5))
effective_date = float(int(modify_at))
allocations.append({"coin_name": "USDT", "weight": weight, "coin_id": coin_id, "price": price,
"number": float(number), "rate": 0.0, "Performance": [{"NetReturn": net_return,
"EffectiveDate": effective_date}]})
count = await dao.findFolioNumber(where="user_id=?", args=[user_id])
if count >= 3:
result["error"] = 401
result["message"] = _("401_MAXIMUM_THREE", language) # "The Maximum number of portfolio is three."
else:
port_folio, rows = await dao.saveFolio(user_id, folio_name, allocations, modify_at)
if rows == 1:
port_folio = await calculate_portfolio(port_folio.id, port_folio, is_create=True)
result["data"] = {"folio_id": port_folio.id}
result["message"] = _("0_ADD_SUCCESSFUL", language) # "Added successfully."
return result
async def modify_coin_portfolios(request, folio_id, portfolios):
result = {"error": 0, "data": {}, "message":""}
language = request.__user__.get("language", "en")
folio_name = ""
allocations = []
port_folio = await dao.findFolio(folio_id)
if not port_folio:
result["error"] = 402
result["message"] = _("402_NOT_EXIST", language) # "This portfolio does not exist."
return result
userid = request.__user__.get("referId", "")
if int(userid) != port_folio.user_id:
result["error"] = 408
result["data"] = {}
result["message"] = _("408_NOT_VIEW", language) # "You do not have permission to view this page."
return result
if len(portfolios) > 10 or len(portfolios) < 1:
result["error"] = 406
result["message"] = _("406_NUMBER_COINS", language) # "The number of coins must be between 1 and 10."
return result
allo = json.loads(port_folio.allocations) if isinstance(port_folio.allocations, str) else json.loads(port_folio.allocations.decode())
allo, init_assets = await calculate_weight(allo)
portfolios = sorted(portfolios, key=lambda folio: folio["weight"], reverse=True)
all_weight = 0.0
coin_list = []
repeat = 0
usdt_w = 0
modify_at = time.time()
for folio in portfolios:
coin_name = folio.get("coin_name", "")
if coin_name not in coin_list:
if coin_name:
coin_list.append(coin_name)
else:
continue
else:
repeat = 1
break
weight = folio.get("weight", "")
if not weight:
continue
weight = float(round(float(weight), 2))
if weight < 0:
result["error"] = 417
result["message"] = _("417_WEIGHT_NOT_LESS_0", language) # "The weight should not be less than 0."
return result
coin_id = folio.get("coin_id", "")
all_weight += float(weight)
all_weight = float(round(all_weight, 2))
if not coin_id:
coin_obj = await coin_dao.findObjByName(coin_name)
coin_id = coin_obj.id if coin_obj else ""
else:
coin_obj = await coin_dao.findCoin(coin_id)
if not coin_obj:
continue
if coin_name.lower() in ("usdt", "tether"):
usdt_w = float(weight)
if all_weight <= 1.0:
folio_name += coin_obj.simple_name + ":" + str(int(float(weight) * 100)) + "% "
net_return = float(round(100 * (float(coin_obj.price.replace(",", "").replace("$", "")) \
- float(coin_obj.pre_price.replace(",", "").replace("$", ""))) \
/ float(coin_obj.pre_price.replace(",", "").replace("$", "")), 5))
effective_date = float(int(modify_at))
price = coin_obj.price.replace(",", "").replace("$", "")
number = round(float(init_assets * weight / float(price)), 3)
allocations.append(
{"coin_name": coin_obj.simple_name, "weight": weight, "coin_id": coin_id,
"number":number, "rate": 0.0, "price": price, "Performance": [{"NetReturn": net_return,
"EffectiveDate": effective_date}]})
if repeat:
result["error"] = 407
result["message"] = _("407_DUPLICATION_COIN", language) # "The portfolio have the duplication of coin."
return result
if all_weight > 1.0:
result["error"] = 415
result["message"] = _("415_WEIGHT_EXCEED", language) # "Coin weight cannot exceed 100%."
return result
if all_weight < 1:
weight = float(round(float(100 - all_weight*100) / 100, 2))
if weight > 0.0:
if usdt_w > 0.0:
allocations_dict = {alloc["coin_name"].lower():alloc for alloc in allocations}
alloc = allocations_dict.get("usdt",{})
if alloc:
alloc["weight"] += weight
alloc["weight"] = float(round(alloc["weight"], 2))
price = alloc["price"]
number = round(float(init_assets * alloc["weight"] / float(price)), 3)
alloc["number"] = float(number)
alloc["rate"] = 0.0
allocations_dict["usdt"] = alloc
allocations = list(allocations_dict.values())
else:
coin_items = await coin_dao.findCoinByName("usdt")
coin_id = coin_items[0].get("coin_id","") if coin_items else ""
folio_name += "USDT:" + str(round(float(weight) * 100, 2)) + "% "
coin_obj = await coin_dao.findCoin(coin_id)
price = coin_obj.price.replace(",", "").replace("$", "")
number = round(float(init_assets * weight / float(price)), 3)
net_return = float(round(100 * (float(coin_obj.price.replace(",", "").replace("$", "")) \
- float(coin_obj.pre_price.replace(",", "").replace("$", ""))) \
/ float(coin_obj.pre_price.replace(",", "").replace("$", "")), 5))
effective_date = float(int(modify_at))
allocations.append({"coin_name": "USDT", "weight": weight, "coin_id": coin_id, "price": price,
"number":number, "rate": 0.0, "Performance": [{"NetReturn": net_return,
"EffectiveDate": effective_date}]})
folio = await calculate_portfolio(port_folio.id, port_folio, is_modify=True, folio_name=folio_name,
new_allocations=allocations, modify_at=modify_at)
if folio:
result["data"] = {"folio_id": folio_id}
result["message"] = _("0_MODIFY_SUCCESSFUL", language) # "Modified successfully."
else:
result["error"] = 402
result["message"] = _("402_NOT_EXIST", language) # "This portfolio does not exist."
return result
